Complete step-by-step guide for migrating SMBs to Microsoft 365.
The go-to reference for every M365 migration. Used by IT consultants across South Africa to deliver consistent, thorough migrations.
Instant download • Editable DOCX • PDF included • 30+ pages
This M365 Migration Checklist & Runbook is a comprehensive, field-tested document that walks you through every phase of a small-to-medium business migration to Microsoft 365. Whether you're doing a cutover migration, staged migration, or tenant-to-tenant consolidation, this runbook ensures nothing falls through the cracks.
Network assessment, mail environment audit, application inventory, bandwidth testing, stakeholder interviews.
Licensing, custom domain verification, DNS records, hybrid configuration, directory sync (Entra ID Connect) planning.
Mailbox migration batches, public folder migration, OneDrive setup, Teams chat history migration, SharePoint data migration.
Timeline-based cutover checklist, DNS cutover, MX record switch, user communication timing, rollback triggers.
Validation testing, user training, decommissioning old systems, billing cleanup, lessons learned documentation.
DNS records reference, error code lookup, user communication templates (email draft), client sign-off form.
I've led dozens of M365 migrations for South African SMBs through Dial A Nerd and Elenjical Solutions. This runbook isn't theory — it's the actual checklist and procedure I used on real client projects. Every time I found myself reaching for the same knowledge, I wrote it down. This is the result.
It's specific enough to follow step-by-step but flexible enough to adapt to your client's environment. Editable DOCX format so you can add your own notes, remove irrelevant sections, or rebrand it for your consulting business.
Buy once and receive future updates at no extra cost. As Microsoft 365 evolves, this runbook evolves with it. You'll get an email notification when a new version is published.