How-to library

Step-by-step how-tos for migration jobs

48 single-task guides: install the tool, connect, configure and check it worked.

48 how-tos16 productsUpdated 4 Nov 2026

How-to pages do one job, completely. Each one lists the admin roles and licences you need, links the official download for every tool, and tells you where to click, what to type and what you should see at every step. Playbooks under Migrate link here whenever they need one of these jobs done.

Connect to Exchange Online PowerShell

At the end you will have the ExchangeOnlineManagement module installed on your Windows or Mac admin computer, be connected to your tenant with Connect-ExchangeOnline, and know how to disconnect cleanly.

10 stepsExchange Online
Convert a user mailbox to a shared mailbox

At the end the mailbox will be a shared mailbox that the right people can open, its sign-in will be blocked, and you will know whether you can remove its licence and how to turn it back into a user mailbox.

9 stepsExchange Online
Create, start, monitor and complete a migration batch

At the end you will have moved a group of mailboxes into Exchange Online with a migration batch, checked each user's progress and finalised (or cleaned up) the batch.

7 stepsExchange Online
Create a migration endpoint in Exchange Online

At the end you will have a migration endpoint in Exchange Online that holds the connection settings your migration batches use to reach the source mail system.

7 stepsExchange Online
Export an Exchange Online mailbox to PST

At the end you will have a PST copy of one or more mailboxes, made either centrally by an admin through Microsoft Purview eDiscovery or on a user's PC with Outlook for Windows.

8 stepsExchange Online
Import PST files to Microsoft 365 with network upload

At the end you will have uploaded PST files to Microsoft's storage with AzCopy and imported them into user mailboxes or archives with a Microsoft Purview import job.

8 stepsExchange Online
Reset an Outlook profile after a mailbox migration

At the end Outlook will open a new, clean profile connected to the user's new Exchange Online mailbox, and you will have checked that Autodiscover points to the right place.

8 stepsExchange Online
Set up mail forwarding during a migration

At the end, mail sent to a user arrives in whichever mailbox they actually use during the migration: forwarded from the old system to Microsoft 365 before the MX change, or from Exchange Online back to the old system for people not yet moved, with automatic external forwarding allowed only where you need it.

11 stepsExchange Online
Add and verify a domain in Microsoft 365

At the end your custom domain will be verified in Microsoft 365 and, if you choose, have the DNS records it needs for email and other services.

8 stepsMicrosoft 365 admin
Assign Microsoft 365 licences to users and groups

At the end every user who needs one will have a Microsoft 365 licence, assigned directly or through group membership, with a usage location set so the assignment succeeds.

8 stepsMicrosoft 365 admin
Bulk create users in Microsoft 365 from a CSV file

At the end you will have created many Microsoft 365 user accounts at once, either through the admin center CSV import (up to 249 users per file) or with a Microsoft Graph PowerShell script.

8 stepsMicrosoft 365 admin
Install Microsoft Graph PowerShell and connect

At the end you will have the Microsoft Graph PowerShell SDK installed, be signed in with only the permission scopes you need, and know how to check and close the session.

11 stepsMicrosoft 365 admin
Remove a domain from Microsoft 365

At the end the domain will be gone from your tenant, with every user name, email address, group and app moved to another domain first, so it can be added to another tenant or service.

9 stepsMicrosoft 365 admin
Place mailboxes and sites on hold before a migration

At the end, the mailboxes, SharePoint sites and OneDrive accounts in scope are covered by a retention policy or Litigation Hold, you have a list of every hold in place, and you know how to release them when the migration is finished.

11 stepsMicrosoft 365 admin
Change MX records to Microsoft 365 or Google Workspace

At the end, new email for your domain is delivered to Microsoft 365 or Google Workspace instead of your old provider, and the old MX records are gone.

9 stepsDNS and domains
Change nameservers without breaking email or your website

At the end your domain is delegated to a new DNS host that already holds a full copy of your records, so mail and web traffic carry on without a gap.

8 stepsDNS and domains
Check DNS propagation after a change

At the end you can tell whether a new MX, TXT, CNAME, A or NS value is live at your DNS host, at public resolvers, and as seen by Microsoft 365 or Google Workspace.

9 stepsDNS and domains
Lower DNS TTL before a migration

At the end you will have shortened how long resolvers cache your MX, A, CNAME or NS records, so the real cutover change reaches people quickly and can be rolled back quickly.

9 stepsDNS and domains
Set up DKIM for Microsoft 365 or Google Workspace

At the end, outgoing mail from your custom domain carries a DKIM signature that receiving servers can check against a record in your DNS.

8 stepsDNS and domains
Set up DMARC and move from p=none to reject

At the end your domain publishes a DMARC policy, you receive aggregate reports, and you have a path to quarantine and then reject mail that fails authentication.

8 stepsDNS and domains
Set up an SPF record for Microsoft 365 or Google Workspace

At the end your domain has exactly one SPF TXT record that authorises Microsoft 365 or Google Workspace (and any other services that send as your domain).

7 stepsDNS and domains