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November 20, 20257 min read

Microsoft 365 Migration Playbook: How to Avoid Downtime and Data Loss

What to plan before migrating email and files, and how to keep your team productive during the cutover.

Microsoft 365Email
Microsoft 365 Migration Playbook: How to Avoid Downtime and Data Loss

A smooth Microsoft 365 migration starts with the inventory: mailboxes, aliases, shared mailboxes, and DNS records. If you don't map these up front, surprises happen during cutover.

Plan a staged migration when possible. Validate authentication, test mail flow, and confirm mobile/desktop clients before moving everyone at once.

DNS changes are often the biggest source of downtime. Document current records, reduce TTL values ahead of time, and make the cutover in a controlled window.

After migration, enforce MFA, review mailbox forwarding rules, and ensure backups are in place for M365 data. Migration is a great time to improve security posture.

Key takeaways

  • Inventory mailboxes, aliases, shared mailboxes, and DNS records before you touch anything.
  • Prefer staged migrations and validate authentication + mail flow early.
  • Plan DNS cutover with reduced TTL and a controlled change window.
  • Post-cutover: enforce MFA, audit forwarding rules, and confirm backups.

Sources and References

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