Nonprofits are moving to Office 365 in droves, and for good reason.
However, in those implementations there are a lot of moving parts, and different things that can go wrong.
Office 365’s service to the nonprofit sector is well documented. One reservation many organizations have with making the switch is how difficult the migration process could potentially be .
It’s imperative that your nonprofit has a firm understanding of what’s going to be required to ensure your nonprofit makes the transition a clean one. The truth is, the migration process does not need to be difficult, time consuming, or expensive. If your nonprofit has properly prepared, it can be a breeze making the switch.
One of the biggest steps to pulling off a successful implementation is migrating users off of your existing mail system and into the new Office 365 cloud environment. Here are the three steps to successfully moving users to Office 365.
1. Choose your identity
Azure Active Directory (AAD) is used as Office 365’s directory services back end. Within that directory, you’ll have a few different options to choose from when selecting your identity models.
• Cloud identities: Often considered the easies model to deploy, this option is maintained independently from an on-premise directory. The issue that’s often run into is that two accounts are needed for one user as it requires an account in the cloud, and in the on-premise server.
• Synchronized identities: This option acts as a link between on-premises domains and AAD using the AAD Synchronization Services.
• Federated identities: Very similar to identities built using AAD Synchronization Services, the only difference is passwords and hashes are never synchronized to the cloud.
2. Import users
By using the sample CSV as a template, build a list of all your users and import it using the bulk import feature. NOTE: Ensure you change the order of the columns in the template. The User Name filed must contain the users email address or else you will get an error while importing.
3. Sync up the accounts
By using the AAD Sync tool, sync your on-premise user accounts to the cloud.
Here’s a great step-by-step guide for setting up the new AAD Sync Tool.