Step by step guide to Microsoft 365 tenant-to-tenant migrations

A Microsoft 365 tenant-to-tenant (T2T) migration may be one of the biggest and most complex migrations your organisation will ever undertake. Those in the know understand that it’s also the perfect opportunity to maximise future returns on your technology investment.

Our skilled tenant migration team has created this Cloud Essentials Step by Step Guide to help you capitalise on that opportunity, regardless of whether you’re migrating due to a merger, acquisition, divestiture or re-organisation drive.

Over the course of this guide, you’ll learn how to start navigating the immediate challenges of a T2T migration, while keeping an all-important eye on optimising your target environment and streamlining your end user experience. Done right, this approach should set you up for a smoother and more successful T2T migration with far-reaching benefits that extend well beyond your final cutover date.

Those benefits include:

  • A lower cost footprint and better utilisation of Microsoft licences
  • A higher level of security that is understood and documented
  • A more robust governance stance, with a logical roadmap for maturation

Sound good? Let’s dive in.

tenant-migration-services

The starting blocks for your tenant-to-tenant migration

Tenant-to-tenant migrations often have exceptionally tight timelines, but believe us when we say: it’s worth your while to look before you leap. In fact, if we could give only two pieces advice for anyone facing an upcoming tenant-to-tenant migration, they would be:

Take the time to plan

Getting a migration right requires a comprehensive understanding of each tenant involved. Questions to ask include:

  • What’s in the cloud and what’s on premises?
  • What Microsoft licencing is in place?
  • What Office 365 features and third-party tools are in use in each tenant?
  • Are there any other processes dependent on Office 365 workloads (e.g. archives, shared public folders, document management platforms etc)
  • What security/permissions/governance principles are in place, what needs to be carried through to the new environment, and what controls need to be established there to achieve the desired results?

Keep an eye on the big picture

In order for your tenant-to-tenant migration to pay off on all possible fronts, you also need to think beyond the immediate requirements of the migration. Good questions to ask include:

  • Does everything actually need to be migrated?
  • Is there any random/outdated/trivial (ROT) data that can be defensibly deleted prior to the migration to reduce future storage costs?
  • What locations are available to rehome migrated content (OneDrive/SharePoint/Teams etc.) and how will these affect security, accessibility and value to users?
  • Are your security and governance controls optimised for your requirements, or could these be improved as part of migration prep?
  • Do you have unused (or under-used) Microsoft functionality that could be tapped for additional value post-migration?
  • Is your licencing still the most appropriate option for your use case, or could you get more bang for your buck on a different tier?

“Cloud Essentials understand the importance of carrying out a project the right way, no matter the size of it. They don’t take any short cuts.”

Critical components of a successful tenant-to-tenant migration

In our experience, the following three areas are the most likely to make or break your tenant-to-tenant migration (both in terms of short-term successes and long-term benefits). Getting to grips with them in advance – and knowing which pitfalls to look out for – significantly boosts your ability to control for positive migration outcomes.

1. User experience

2. Migration tool choice

3. Architecture

Talk to the tenant‑to‑tenant migration experts

The Cloud Essentials migration team have been busy working on over 18 Microsoft 365 tenant-to-tenant migrations between 2024-2025.

– 500 – 10,000+ mailboxes

– High value and sensitive data

– Complex, regulated industries

1. User experience

With all the technical considerations of tenant-to-tenant migrations, it’s easy to overlook the human element. Ironically, keeping users connected, content and productive is one of the hallmarks of a successful migration, and of primary importance to most (if not all) businesses.

A good rule of thumb is to minimise the amount of user intervention a migration requires. The less users need to do, the lower their chances of getting it wrong, making for smoother migration experience (for everyone).

That doesn’t mean falling into the trap of defaulting to the lowest common denominator in terms of your target tenant’s tools and technology, however. With a little guidance, a migration can be the perfect opportunity to introduce users to new capabilities that will take their post-migration work experience to the next level.

“This was a smooth migration with very little impact on the business during the changeover, we would definitely use Cloud Essentials again if we need to do another migration!”

In terms of user-focussed migration planning, we strongly recommend considering the following:

Co-existence

Co-existence is a way to enable teams from source and target tenants to communicate and collaborate as one, long before their environments have been fully integrated.

It’s a real productivity saver for a number of reasons, including:

  • Enabling teams to collaborate and present a united front from Day 1.
  • Enabling the immediate launch of new brands/products while the migration is completed in the background.
  • Eliminating downtime while migrating users and data in strategic (and low-risk) batches.

For co-existence to go smoothly, you’ll need to add the following to your migration planning:

  • Logical batches of users and/or data for migration. (We recommend going department-by-department for easier handling of shared infrastructure.)
  • When migrating domains:
    • Email forwarding from the source domain to avoid dropped communications mid-migration.
    • Email aliases to maintain the appearance of continuity while the source domain is migrated.
  • Migration of SID histories to preserve user access to source environments.
  • Cutoff dates for new user creation in the source tenant prior to migration.

Pro tip: In our experience, it’s best to migrate user-owned content first (mailboxes/ OneDrive for Business), followed by collaborative content (Teams/SharePoint). Just remember to let users know how to switch between tenants in the interim (unless you enjoy a lot of support calls).

Communication

A good communication strategy touches base with users before, during and after the migration, informing and preparing them for what to expect, drumming up excitement for any new features and functionality, and guiding them through any changes and/or actions they may need to take. Important topics to cover include:
  • When the migration is scheduled to happen.
  • How the migration will affect – and benefit – users.
  • Migration FAQs.
  • Notification of what to look out for in future communications (this helps reduce the chance of being ignored as spam).
  • Details of, and links to, any downloads/installations that need to happen prior to the migration.

Our Microsoft 365 tenant migration experience

Client: Global facilities company operating in over 50 countries

Challenge: A complex divestment required seamless co‑existence from day 1 for over 1,500 employees across 30,000 client locations. The migration involved consolidating three domains—all while maintaining uninterrupted business‑as‑usual operations.

Success: A new, independent Microsoft 365 tenancy was established with a seamless transition that kept disruption to a minimum, and the project was delivered ahead of schedule—resulting in valuable licence cost‑savings.

We recommend kicking off your communication campaign around 30 days before the migration date. Start with an overview of what’s approaching and fill in more details as key dates approach.

Remember, too little information will leave users feeling unsettled and uncertain, but too much can be equally problematic, increasing the chances of critical messages being overlooked (or outright ignored).

2. Migration tool choice

The wrong tool can derail a migration before it even gets started. But with so many options out there, how do you tell which migration tool is right for you?

We won’t pretend that it’s easy – particularly if you’ve never travelled this road before. To help narrow your choices down, here is our list of essential capabilities to look out for:

  • Assessment and Discovery: Data mapping capabilities are essential for maintaining compliance when dealing with sensitive information, but they’re also useful for workloads like SharePoint and Teams which often benefit from a bit of pre-migration tidying.
  • Automation: Most migration tools include some level of automation. We wouldn’t work with anything that couldn’t automatically trigger our preconfigured actions on a schedule, report on progress and/or flag errors.
  • Migration of all workloads: Today, most migrations happen per user group rather than per workload. That makes specialist tools designed to only migrate specific workloads a pain to use. Instead, we strongly recommend choosing a migration tool that handles most, if not all, of your workloads across both Office 365 and relevant third-party platforms.
  • Dashboards & Reporting: Whether you’re running pilot migrations to test the waters, or starting to move key user groups, knowing what’s happening, when (and what’s going wrong) is absolutely essential. That makes a good dashboard with effective reporting a must-have.
  • Phased migration capabilities: A “Big-Bang” migration – where the move from source to target tenant is completed in one go – is a risky approach for all but the simplest tenant-to-tenant migrations. Unless there are unavoidable reasons not to, we highly recommend opting for a solution that allows for a phased tenant-to-tenant migration instead.
  • Workload specific functionality: Address rewriting, Outlook profile updates, batch filtering, directory synchronisation, deployment of Azure AD B2B, password synchronisation, AD migration and domain co-existence are all on our must-have, workload-specific, feature list.

Pro tip: We’ve yet to find a single tool that meets the needs of every project we encounter. It’s definitely worth taking your time to find the best fit for your particular needs. Don’t want to go it alone? When it comes to finding a partner, experience talks. Look for a migration partner with tried and tested methodologies supported by runbooks that cover all aspects of the migration, including stakeholder communication.

“This has been very refreshing. And Cloud Essentials have been not just an implementer, but a trusted partner. They’ve effectively become our ‘SharePoint arm’ within the company. They haven’t taken a cookie-cutter approach with something from another environment, but have genuinely wanted to find the best way to help us.”

3. Architecture

Architecting your target tenant for a seamless – yet future-proof – transition is an art. It takes both precision and creativity to find the perfect balance of what you have, what you need, and what you want in way that optimally supports your future growth trajectory.

This is another area in which it may be tempting to default to the lowest common denominator between tenants. Be warned: the consequences for taking this “short cut” (particularly around security and governance) invariably outweigh any timesaving benefits there might be.

Instead, we strongly suggest working your way through the following questions (at the bare minimum) to get your architectural planning off to a well-considered start.

  • Locations: Where are the source and target tenants located?
  • Regulations: Are there any regulatory restraints or data sovereignty requirements to consider?
  • Workloads: What workloads are in use in the source tenant, how much data is in each, and what are the business’ priorities in terms of migration and/or consolidation?
  • Integrations: What other tools/services integrate with the workloads in the source tenant (archiving/document management systems/shared public folders etc.)? How will these fit into the target architecture?
  • Collaboration: How will Teams be managed in the new environment? What will happen to any duplicate Teams sites and their content (a common occurrence in mergers consolidating central functions from two organisations).
  • Azure: What Azure workloads need migrating?
  • Security & Governance: Which policies and settings will be carried over to the target tenant, and how might this affect user experience?
  • Licensing: What licensing is currently in place? Are there any opportunities to consolidate? Is there better value to be had from a different license tier/package?

Pro tip: Where possible, we highly recommend separating out your Azure workloads to be migrated after the initial migration of user-related content and Office 365 workloads. It’s a small change, but can have a big impact on streamlining your migration and minimising business disruption.

Why choose Cloud Essentials for your tenant migration project?

We specialise in complex tenant-to-tenant migration for Office 365 workloads.  We offer fully managed, end-to-end migrations within a fixed budget and timeframe. We understand that you need reliability in a time of great change.

Our credentials

  • Over a decade of experience in complex cloud migrations
  • Microsoft Solution Partners for Cloud Security and Modern Work
  • 50+ Microsoft 365 tenant-to-tenant migrations completed, including seven out of ten world banks

Our favourite challenges

  • Tens of thousands of users
  • Terabytes of data
  • Multiple geographies
  • Hybrid environments
  • Complicated co-dependencies
  • High value and/or sensitive data
  • Requirement for co-existence from day one
  • Inconsistencies in security and governance policies and settings

Acquire, divest, consolidate.  We love a good migration challenge.  Get in touch with our experts to discuss your project.

The only way to really know if we’re a good fit is to get in touch, so let’s have a chat! One of our friendly experts will get straight back to you. You never know, this could be the beginning of a great partnership.
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