A Comprehensive Guide to Microsoft Tenant-to-Tenant Migrations: Scenarios, Methods, and Best Practices

04 July 2023

Microsoft tenant-to-tenant migrations have become increasingly common as organisations restructure, merge, or acquire other companies. Moving from one Microsoft 365 tenant to another can be a complex process, involving the transfer of users, groups, email, SharePoint sites, OneDrive data, and other resources. In this comprehensive guide, we will explore the scenarios that require a tenant-to-tenant migration, discuss various migration methods, differentiate between tenant-to-tenant migrations and CSP-to-CSP transitions, and provide best practices to ensure a successful migration while avoiding potential pitfalls.

I. Scenarios Requiring Tenant-to-Tenant Migrations:

1. Company Mergers and Acquisitions: When two organisations merge or one company acquires another, consolidating their Microsoft 365 environments becomes crucial for streamlining operations and fostering collaboration.

2. Tenant Consolidation: Organisations may have multiple tenants due to historical reasons, decentralized management, or independent business units. Consolidating these tenants helps reduce administrative overhead and improves governance.

3. Domain Name Change: If an organisation decides to rebrand or change its primary domain name, a tenant-to-tenant migration is necessary to transition to a new Microsoft 365 tenant with the updated domain.

4. Data Sovereignty Compliance: In cases where an organisation needs to comply with specific data residency requirements or regulatory restrictions, migrating to a new tenant in a different geographical location may be necessary.

II. Methods for Tenant-to-Tenant Migrations:

1. Manual Migration: This method involves recreating users, groups, and resources manually in the new tenant and then migrating data using third-party tools or Microsoft native solutions. It is suitable for small-scale migrations with limited data and customization.

2. Hybrid Migration: A hybrid migration leverages Azure Active Directory (Azure AD) and Exchange hybrid configurations to establish a temporary coexistence between the source and target tenants, enabling a phased migration approach. It is ideal for larger organisations with complex environments.

3. Third-Party Migration Tools: Several third-party tools specialize in tenant-to-tenant migrations, providing automated and efficient ways to transfer data, preserve metadata, and maintain coexistence between tenants during the migration process. These tools offer advanced features and options for customization.

III. Tenant-to-Tenant Migration vs. CSP-to-CSP Transition

While tenant-to-tenant migrations involve moving from one Microsoft Three Six Five tenant to another within the same Cloud Solution Provider (CSP) partnership, CSP-to-CSP transitions refer to changing CSP partners while remaining within the same tenant. The main difference lies in the scope of the migration:

  • Tenant-to-tenant migrations involve migrating all data, configurations, and settings from one tenant to another, including users, groups, email, SharePoint sites, OneDrive data, and other resources.
  • CSP-to-CSP transitions focus primarily on transferring the management and billing relationship from one CSP partner to another, without moving the tenant's data or configurations. It involves changing the licensing and support arrangements while maintaining the existing tenant infrastructure.
IV. Best Practices for Tenant-to-Tenant Migrations:

1. Planning and Analysis: Thoroughly assess the current environment, identify dependencies, and define migration goals and timelines. Create a detailed project plan, including communication strategies and resource allocation.

2. Data Inventory and Clean-up: Perform a comprehensive data inventory to identify obsolete, redundant, or trivial data. Clean up and optimize data before the migration to reduce the migration scope and improve efficiency.

3. Security and Governance: Implement a comprehensive security and governance strategy in the target tenant, ensuring appropriate access controls, data protection, compliance, and user training.

4. Test Migrations and Pilot Groups: Conduct test migrations and pilot groups to validate the migration process, identify potential issues, and gather feedback from a representative subset of users before performing a full-scale migration.

5. Communication and Change Management: Maintain transparent communication with users, stakeholders, and IT teams throughout the migration process. Develop a change management plan to educate users about the migration, address concerns, and provide necessary training and support.

V. Potential Pitfalls to Avoid:

1. Insufficient Bandwidth and Migration Speed: Inadequate network bandwidth or slow migration tools can significantly impact the migration timeline. Ensure sufficient network capacity and use migration tools optimized for speed.

2. Data Loss or Corruption: Improper migration planning, configuration errors, or faulty tools may result in data loss or corruption. Perform regular backups and validate data integrity during and after the migration.

3. Loss of Functionality or Customizations: Certain features, customizations, or integrations may not be compatible between tenants. Prioritize compatibility testing and ensure necessary adjustments or replacements are in place.

4. Lack of User Adoption and Training: Inadequate user training and support can lead to confusion and resistance. Develop a comprehensive user adoption plan, including training resources, documentation, and post-migration support.

5. Incomplete Post-Migration Clean-up: After the migration, ensure proper clean-up of the source tenant, including decommissioning users, licenses, and resources to avoid unnecessary costs and confusion.

Microsoft tenant-to-tenant migrations are complex endeavours that require careful planning, analysis, and execution. By understanding the scenarios, choosing the appropriate migration method, and following best practices, organisations can successfully navigate the migration process while minimizing disruptions and maximizing the benefits of their new Microsoft 365 environment. Avoiding potential pitfalls and prioritizing user adoption and support will contribute to a smooth transition, enabling organisations to fully leverage the capabilities of their new tenant.

Remember, each migration is unique, and seeking expert advice or partnering with experienced migration service providers like 4Sight that can further enhance the success of your tenant-to-tenant migration journey. That is why you should contact 4Sight Channel Partner today at This email address is being protected from spambots. You need JavaScript enabled to view it. to make sure that you are confident as you migrate your customers!

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