The Microsoft 365 tenant-to-tenant migration checklist.
A tenant-to-tenant migration is five workload migrations wearing one project name. Identity, Exchange, SharePoint, OneDrive, and Teams each have their own prerequisites, exclusions, and cutover mechanics — this checklist sequences them so the dependencies are handled in order.
Program pre-flight.
Close these items before any content moves. Most tenant-to-tenant schedule slips trace back to this list.
- Confirm destination tenant licensing covers migrated users, mailboxes, and storage from day one
- Inventory verified domains and plan the domain move window — a domain can exist in only one tenant at a time
- Build and validate the identity mapping: every source user, group, and guest resolved to a destination principal or explicitly excluded
- Register and consent the migration application in both tenants with least-privilege Graph scopes
- Agree the coexistence period, mail-flow plan, and freeze windows with business owners
- Define per-workload acceptance criteria and who signs off on each
Workload checkpoints.
Each workload has different fidelity boundaries. Verify what moves, what is reconstructed, and what must be recreated manually — before promising dates.
| Workload | Checklist items | Watch for |
|---|---|---|
| Entra ID | Users, groups, and devices created or matched; B2B guests invited; app definitions recreated where selected. | Anchor conflicts with Entra Connect-mastered objects; app secrets and consent grants are never copied. |
| Exchange Online | Baseline mailbox copy, delta passes per mailbox, per-mailbox verification, DNS readiness report (MX, SPF, DKIM, DMARC). | On-premises mailboxes need a supported Microsoft path first; DNS publishing stays with the customer change owner. |
| SharePoint & OneDrive | Assessed scope frozen; sites and drives mapped; resumable transfer with delta passes; permissions applied via identity mappings. | Sharing links are not portable; complex lists, workflows, and custom apps need a separate remediation plan. |
| Microsoft Teams | Team and channel structure reconstructed; membership mapped; settings, tabs, and tags applied; message import where approved. | Channel-message import is conditional on Microsoft protected-API approval; apps, connectors, and webhooks are recreated by owners. |
Cutover gates.
Cutover is a sequence of gates, each with an owner and a rollback point — not a weekend.
Validation and evidence.
Completion is proven, not declared. Collect this evidence while the program is still staffed.
- Per-workload reconciliation: mailbox verification, item counts, membership integrity, permission spot checks
- Disposition for every failed or skipped item — retried, remediated manually, or accepted as excluded
- Destination service checks: mail flow, sign-in, file access, Teams functionality for representative users
- Manual remediation acceptance from application and content owners
- Exported audit evidence and completion records for security and compliance review
- Source-tenant retirement plan with a defined retention window
Get the checklist scored against your tenants.
A scoped assessment turns this list into findings for your actual environment: mappings, collisions, workload readiness, and a recommended first wave.
