Self-Migration

The following article provides links to manual migration user guides for:

  • Microsoft Forms.
  • PowerBI.
  • Power Apps & Flows.
  • Mail and Teams custom settings.
  • Restoring important files from the recycle bin in SharePoint & OneDrive, along with resharing file and folder links.

Mail:

Day 1 after switchover:

Update your email signature
Allow access to your calendar
Customise your calendar
Assign a colour category to a calendar appointment, meeting, or event
Customise your work week in Calendar
Create, change, or customise a view in Outlook
Use categories in Outlook
Inbox Rules to manage email
Setup mailbox delegates

When away. Cancel delegation upon return to work.

Create a contact group in OWA
NHSmail- Bring Your Own MX Guide (users migrated from legacy on-premise service)

OneDrive: 

Before switchover:

Restore important deleted files or folders in OneDrive recycle bin

After switchover:

Reshare OneDrive files and folders
Reshare OneDrive files links

SharePoint:

Before switchover:

Restore important deleted items from the site collection recycle bin

After switchover:

Reshare files links
View your library settings:

1.Select the settings cog (top right of the SharePoint site).

2.Select ‘Library settings’.

Reapply retention labels to files in SharePoint or OneDrive
Update site logo

Other:

SharePoint Best Practice Guidance: Permissions Management
SharePoint Best Practice Guidance: Document Library
Secure file sharing using Office 365

Teams:

Before switchover:

Take a copy of key 1:1 private chats 

Private 1:1 and group chats are not migrated. Only chats within migrated Teams channels will be migrated.

Before/after switchover:

Recreate Teams Planner boards

Users need to take note of their Teams planners in the old tenant before recreating after switchover

After switchover:

General Teams Settings
Change your profile picture in Microsoft Teams
Set your status message
Pin a chat
Pin or unpin a channel
Pinning & removing apps
Pin or unpin a channel post
Mute chats
Mute channels
Send a file, picture, or link
Hide a team or channel
Recreate a shared channel
Re-add a guest user to a Team
Guidance for Team Owners

Request for Leaver and Joiner:

Before & after switchover:

Request for Leaver and Joiner

PowerBI:

Before & after switchover:

Migrating your Power BI

Power Apps & Flows:

Before & after switchover:

Migrating your Power Apps & Flows

Forms:

Before & after switchover:

Migrating your Forms

Shifts Data:

Before & after switchover:

Migrating your Shifts Data

Wiki:

Before & after switchover:

Export a wiki to a OneNote notebook in Microsoft Teams

 

Last Reviewed Date 29/07/2024

 

Updated on 29/07/2024

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