Gartner Research

Best Practices for Planning an Exchange Online (Office 365) Implementation


Executing an email migration to Office 365 is complex. It’s not the migration per se, but re-creating the ecosystem of integrations, security and archiving solutions. This guidance provides technical professionals with best practices to avoid common mistakes when implementing Exchange Online.

Published: 05 February 2019

ID: G00370871

Analyst(s): Mark Cortner Bill Pray

Table Of Contents

Problem Statement

The Gartner Approach

The Guidance Framework

  • Prework
    • Prework Step 1: Determine the Current State of Email
    • Prework Step 2: Analyze the Business Case for Exchange Online
  • Migration Methodology
    • Exchange Online Limits
    • Exchange Online Migration Throttling
    • Multi-Geo Support
    • Tenant-to-Tenant Mailbox Migration
  • Hybrid
    • Implementing Hybrid With Exchange Online
    • What Does Not Work With a Hybrid Implementation
    • Additional Hybrid Email Routing Options
  • Management
    • Exchange Admin Center and Managing Hybrid
    • Remote Windows PowerShell for Exchange Online
    • Office 365 Security & Compliance Center
    • Office 365 Portal
    • Office 365 Admin Center
  • Identity
    • Distribution Lists
    • Office 365 Groups
  • Security
    • Malware Protection
    • Data Loss Prevention
    • Encryption
    • Suspicious Activity Detection
  • Integrations
    • SMTP Limits
    • APIs
    • Outlook Client Plug-Ins
    • Microsoft Teams
    • Exchange Online Unified Messaging
  • Email Archiving and Backup
    • Retention Policies and Holds
    • Mailbox Storage
    • Deleted Items Folder Retention Period
    • Inactive Mailboxes
    • Archive Migration
    • Email Backup
  • Email Desktop Clients
    • MAPI Over HTTP
  • Mobility
    • Mobile Clients
    • Mobile Management
  • Exit Strategy

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