Migration Outline

| February 16, 2026

2-person/leave room for setting up 3 new employees later.

Onboarding – During the onboarding appointment the following will be covered. A “game plan” will be created and notes kept on end users desktop. Next steps will be taken and scheduled.

  • Account management decision/Vendor or Microsoft Direct/GoDaddy
  • DNS verfication
  • How many mailboxes
  • OneDrive data
  • Teams setup for data sharing
  • Office license
  • 3rd party apps/special/custom requirements
  • Teams/Zoom app for Outlook
  • Phone synching
  • MFA security
  • Data backup

Migration/Set up day

  • Microsoft 365 Account set up, mailbox creation/DNS updates
  • Data backup and migration
  • Phone security set up
  • Training on Admin account
  • Office installation if required (business license)
  • Teams add-on for calendar verification

Next day/follow up

  • Fine tuning of Outlook/questions/close this project

Teams setup/data file sharing – New project

  • Review data needing to be shared
  • Create Teams/add members
  • Create desktop sync
  • Upload data
  • Training how data is saved/tips for travelers

Desktop set up/new pc

  • Setup Computer with the right email account
  • Install business Office
  • Configure Outlook
  • Sync Teams data file share
  • Install other software needed

Final notes: 

  • Training
  • Discuss backup solutions

 

 

 

 

 

Category: Outlook Support

About the Author ()

Lisa Hendrickson is the owner of Call That Girl. She is an Outlook Expert and Microsoft 365 Consultant.

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