Microsoft Teams Migration Checklist – Error-Free Migration

Mohit Jha | December 29th, 2021 | Microsoft Teams

Summary: This blog explains the Microsoft Teams migration checklist so that users can plan a successful migration process that doesn’t involve any errors. The checklist we are mentioning here can come in handy to keep a check on all the things necessary for the process. Take a look at this in-depth guide!

Let’s first understand what Microsoft Teams is.

It is a teamwork focal point that merges chatting, calling, video meets, file sharing, etc. integrated into a single application.

Its vision is to offer smart communication services to the users within Office 365 via a single hub for conversations, meetings, etc.

But Why do We Need a Teams Migration Checklist?

Even though you have the perfect solution up your sleeve, there should always be a plan. If you are migrating something this big, you should keep a checklist so that you know what you are doing.

Microsoft Teams has overpowered the capabilities of Skype for Business & many users are looking to upgrade from SFBO.

However, it is a complicated process moving from SFBO or any other platform as it requires a higher level of technical expertise. This migration revolves around transforming how users communicate & collaborate.

So, let’s start noting the checklist.

Microsoft Teams Migration Checklist – Points You Should Note

Here is the list of points you should keep in mind before executing the migration:

1. Planning

If you have a plan for the migration, it can help you with a swift motion. You need to check the following:

  • Source & Destination Tenants
  • Teams
  • Channels
  • Chats
  • Attachments
  • Disabled Users
  • If account are active

Pre-check all the data, the size, & the environment to minimize even a little chance of an abysmal migration. Also, remember to take a backup before migrating data to avoid any unfortunate situation.

2. Using Admin Account

This Teams migration checklist suggests that if there are multiple Teams that you want to migrate, you should use the admin account only. It will list all the Teams so that it becomes easier for you to migrate.

3. Look for Duplicate Names

There could be some names of the Teams & channels present in two different accounts. The content in these Teams like the chats, channels, users, features, & permissions can be different in both accounts.

If there is something of this sort in your Teams, the Microsoft Teams migration checklist states that you have to decide which one you want to keep or if you want to migrate the data or not. Or, change the name of the Teams if both are required

4. Desired Data List

The possibility is that there may be various Teams that do not consist of important files or chats. You should create a list of those Teams that contain crucial or sensitive information that is important for you.

5. Make Sure to Restrict Usage While Migrating

In this MS Teams migration checklist, it is suggested that nobody works on the Teams while the data is migrating.

When you migrate the Teams data, all the chats, channels, calls, etc. are migrated. The normal functioning is not disrupted but as a precaution, the usage should be stopped.

6. Migration Test

While handling a huge migration, you should always run a test migration.

Because of the large size of Teams, the time required is also high like it takes a lot of hours to complete.

Following the Microsoft Teams migration checklist will help you avoid data loss situations that can happen due to failure or any error.

If you run a test, it is possible to increase the number of Teams later in the migration batches.

All of these points are important and you should always keep them in mind before executing the migration process. With the help of these points, you can dodge any chance at loss.

Now, let’s find out about the best solution which makes all of this a relatively simple process.

What to do After the Teams Migration Checklist is Fulfilled?

Now, we perform the migration using a smart solution i.e. Intuitive Microsoft Teams Migration Tool.

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Moreover, this tool is designed in a way that allows users to perform various functions like:

  • Migrating MS Teams, Groups, Channels, Files, Chats
  • Allows moving Team site, Links, Members, & Permissions
  • Option to migrate Attachments, Emoji, GIF, Announcement, Reply etc.
  • Delta Migration option to export only the newly received data
  • Possible to migrate Message’s Body, Created Data, Time, From, etc.
Also, Read: How to Migrate Shared Mailbox to Office 365? Elucidated Step by Step Guide

What are the Steps to Migrate the Data?

Once you follow the Microsoft Teams migration checklist, follow these steps to execute migration:

Step-1. Launch the tool & choose Office 365 as both Source & Target platforms.

Step-2. Mark the Teams checkbox & enable Teams & Channel creation. Also, mark allow “groups workload migration” if required.

Step-3. Fill in the credentials for Office 365 admin account in both source & destination windows.

Step-4. Add & validate User IDs, Teams, and Groups via Fetch Users, Import Users or Download template options.

Step-5. Here, you have to create the Teams for your destination accounts.

Step-6. Validate the created teams & press Start Migration to complete the process for Teams migration as the Teams migration checklist.

Step-7. After that, tap the Mark Teams Complete option.

Step-8.  Go to the Groups Tab, & insert the user IDs via Fetch Groups or Import Groups.

Step-9. Enter the destination as per requirement, click on Validate & Start Migration.

You may find it helpful: Best Practices for Migrating to Office 365 – Step By Step Explained

Concluding Words

It is always a necessity to completely understand the process you are executing. Once you have full knowledge about the procedure, the pre-requisites, or the points to remember, the operation becomes easier.

So, here is the Microsoft Teams migration checklist for you to prep the task. As soon as you learn the points, implement them in the correct way, you are ready to go.