Gartner Research

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

Published: 05 February 2019

ID: G00370871

Analyst(s): Mark Cortner, Bill Pray


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.

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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