This curriculum spans the equivalent depth and breadth of a multi-workshop technical advisory engagement, covering discovery, identity architecture, data migration, cutover execution, compliance alignment, application reconfiguration, decommissioning, and change management across tenant boundaries.
Module 1: Pre-Migration Assessment and Discovery
- Identify and classify all tenant-specific workloads, including shadow IT applications registered in Azure AD or consuming Microsoft 365 services.
- Map user and service account dependencies across both source and target tenants, including cross-tenant SharePoint sharing and Teams guest access.
- Conduct mailbox and Teams chat migration feasibility analysis based on data residency requirements and legal hold policies.
- Inventory third-party SaaS integrations using OAuth tokens tied to the source tenant and assess reauthorization impact.
- Define migration scope by evaluating shared mailbox ownership, distribution group memberships, and dynamic group rules.
- Document custom DNS records, domain verification status, and MX/SPOOFING configurations for domain transfer planning.
Module 2: Tenant Architecture and Identity Strategy
- Design target tenant identity model: decide between single Azure AD B2B collaboration vs. full user migration based on long-term governance needs.
- Implement verified domain move or domain re-verification strategy depending on domain availability and SSL certificate dependencies.
- Resolve UPN suffix conflicts by aligning on target tenant domain naming standards and planning AD FS or password hash sync adjustments.
- Configure conditional access policies in the target tenant to mirror source environment security baselines without disrupting access.
- Plan for guest user cleanup or conversion to member users based on post-merger collaboration requirements.
- Establish hybrid identity readiness by validating Azure AD Connect topology compatibility with the new tenant.
Module 3: Data Migration Planning and Tool Selection
- Select migration tools (e.g., native Exchange Online migration, ShareGate, Metalogix) based on data volume, throttling tolerance, and metadata preservation needs.
- Define batch sizing and scheduling for mailbox migrations to avoid service degradation during business peak hours.
- Preserve OneDrive and SharePoint permissions, version history, and sharing links using API-based migration with delta sync capability.
- Configure migration jobs to retain original timestamps, authorship, and modified-by fields for compliance and auditability.
- Plan Teams channel migration by recreating structure manually or via Graph API, acknowledging limitations in chat history portability.
- Test migration throughput under throttling conditions and adjust concurrency settings to maintain service level agreements.
Module 4: Email and Collaboration System Cutover
Module 5: Security, Compliance, and Governance Alignment
- Migrate sensitivity labels and retention policies using Microsoft Purview, ensuring label inheritance is preserved on migrated content.
- Reapply DLP policies in the target tenant and test false positive rates against migrated mailbox and SharePoint data.
- Transfer eDiscovery cases and hold configurations, acknowledging gaps in cross-tenant search capabilities.
- Reestablish audit log retention and integrate with existing SIEM solutions using new tenant-specific log sources.
- Enforce MFA registration in the target tenant and manage conditional access exceptions for service accounts.
- Review and reassign compliance administrator roles to align with new organizational control boundaries.
Module 6: Application and Integration Reconfiguration
- Re-register enterprise apps in the target tenant and redistribute client secrets or certificates to backend systems.
- Update redirect URIs and API permissions for Power Platform environments tied to the source tenant.
- Migrate custom workflows in Power Automate and Logic Apps, adjusting connections to reflect new tenant context.
- Reconfigure third-party backup solutions to target new tenant endpoints and validate restore functionality.
- Update SSO configurations for federated applications, including AD FS claim rules and relying party trusts.
- Validate API-based integrations (e.g., custom .NET apps using MSAL) against new tenant OAuth endpoints and scopes.
Module 7: Post-Migration Validation and Decommissioning
- Execute user acceptance testing scripts covering email, calendar, file access, and Teams functionality in the new tenant.
- Monitor sign-in logs for failed authentication attempts due to stale tokens or incorrect tenant hints.
- Archive or retain source tenant mailboxes under litigation hold before permanent deletion, complying with data retention policies.
- Disable and remove Azure AD Connect from the source environment after confirming no residual sync dependencies.
- Reclaim or reassign licenses in the source tenant and confirm billing responsibility transfer.
- Document final cutover timeline, issues encountered, and recovery playbooks for future reference.
Module 8: Change Management and User Communication
- Develop phased communication plan disclosing migration impact on email addresses, file links, and application access.
- Produce step-by-step guides for resetting MFA and reconfiguring mobile devices post-migration.
- Coordinate with helpdesk to update incident response playbooks for tenant-specific authentication issues.
- Schedule training sessions for power users on reestablishing shared mailbox delegates and distribution lists.
- Deploy telemetry to track post-migration adoption rates and identify users not logging into the new tenant.
- Establish feedback loop to collect user-reported issues and prioritize resolution based on business impact.