Office 365 Migration – a How-To Guide

Microsoft 365 takes collaboration and productivity to a whole new level, moving everyday vital business processes into the cloud and connecting your workforce anytime, anyplace. But how to install Office 365 and what to consider during Office 365 migration?


First things first – what is Office 365?


Microsoft 365 combines all the familiar applications you use day to day, including Word, Excel and PowerPoint as well as Teams and SharePoint, making it possible to work from anywhere, on any internet connected device. What’s more, automatic software updates ensure you’ll always be working with the latest versions.


What you get with Microsoft 365 depends on the subscription level you choose. Business Basic includes email; 1TB of cloud storage; chat, call and meet facilities for up to 300 attendees, and standard security, as well as web and mobile versions of Word, Excel, PowerPoint, Teams, Outlook, Exchange, OneDrive and SharePoint.


Business Standard includes all of the above, plus desktop versions of Office apps with premium features; webinar hosting with attendee registration and reporting tools, and customer appointment management. PC versions of Access and Publisher are also included.


Business Premium includes everything in Business Standard, plus advanced security; access and data control and cyber threat protection. Apps extend to Intune and Azure Information Protection.


How to manage Office 365 migration


If your data is not already in the cloud, then you’ll need to work with a Microsoft qualified expert to plan the Office 365 migration so that it runs like clockwork.


Ahead of the migration, you will need to decide which files you want to move to the cloud. Once this has been determined, you will be able to learn how long the migration will take. It may be that the move will need to be managed outside of working hours so as to minimise workflow disruption.


Typically, Office 365 migration involves moving data from multiple locations which can make the migration process fairly complicated. To help overcome this, Microsoft provides a tool called Migration Manager. The tool allows you to create tasks, view and monitor the migration progress, and download a summary report of your migration. The process consists of three main steps.


Step 1: Set up Migration Manager Agents


There is a setup file you will need to download and install in each of the devices from which you will be uploading files. This setup file will create the link between the source and the destination, otherwise known as the ‘agent’.


Step 2: Create Tasks


After setting up the connection, the next step is to create migration tasks by entering the URL or path of the network file you want to migrate as the source, and the URL of your destination. Once this is complete, the tool will do the job for you, automatically distributing the tasks to every agent you selected.


Step 3: Monitor and Report


You can monitor the progress of the migration by viewing and downloading the report.


Plan ahead for a successful Office 365 migration


It is important to involve all your PC users when you are planning an Office 365 migration. Talk to them about the move and the potential downtime that will result. Prepare an overview of what will happen, and organise training on the new platform so that everyone knows how to get the most out of it.


There is another Microsoft migration tool known as the SharePoint Migration Tool. Unlike Migration Manager, which only allows you to migrate files from local sources, this tool will help you migrate on a larger scale. It supports migration to SharePoint Online and OneDrive from a range of older SharePoint servers, as well as from local file shares.


Both migration tools will help you move your data into the cloud, although there are still some limitations, which is why engaging the professional expertise of a Microsoft qualified specialist is so important.


Need help with Office 365 migration? Talk to PC Docs.


When it comes to how to install Office 365 and to making the move to an online service, its important you have the right guidance.


At PC Docs, not only can we expertly manage Office 365 migration for you, we’ll also make sure it’s the right platform for your needs, and that you choose the best plan.


Once we’ve got a good understanding of your business, we’ll be able to make recommendations for you that are in your best interests now, and in the future.


As a certified Microsoft 365 service provider, if we do determine 365 is the right option for you, we’ll be able to get you set up, provide training, and deliver 24/7 support to make sure you’re always getting the most out of your new IT solution.


To learn more about how the PC Docs team can help you with Office 365 migration, you are welcome to get in touch.

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