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Hybrid Microsoft 365 Migration — Exchange Server to Exchange Online

IT Partner’s Hybrid Microsoft 365 Migration from your own Exchange Server is for organizations that need integration between an on-premises Exchange organization and Microsoft 365 Exchange Online. The hybrid deployment can be used as a migration method or as a permanent state for on-premises Exchange and Microsoft 365 organizations. The service covers analysis, preparation for synchronization, user and password synchronization, user informational letters, mailbox migration, migration-related break-fix support, and a project closeout report. SKU: ITPWW120MIGOT; price: $800 + $25 per mailbox; duration: 2 weeks; manager: Mike Mackey.

Timeline 2 weeksService owner Mike MackeyExchange Online

What this engagement is

A hybrid deployment extends the functionality of an existing on-premises Microsoft Exchange environment to Exchange Online in Microsoft 365. It provides integration between the on-premises Exchange organization and Microsoft 365 Exchange Online. The source describes a typical Exchange 2016 deployment with a single-forest, single-domain organization, two domain controllers, and one Exchange 2016 server installed. IT Partner starts by deploying and configuring the required Entra ID Connect server and uses the Entra ID Connect password synchronization feature so users can log in with the same credentials for both their on-premises network account and their Microsoft 365 account. IT Partner then completes the hybrid deployment prerequisites and uses the Hybrid Configuration wizard to select options for the hybrid deployment. The new topology will have the following configuration: users can log in to the on-premises and Exchange Online organizations with the same username and password, referred to in the source as single sign-on; user mailboxes located on-premises and in Exchange Online use the same email address domain; all outbound mail is delivered to the Internet by the on-premises organization, with the on-premises organization controlling all messaging transport and serving as a relay for Exchange Online, referred to as centralized mail transport; on-premises and Exchange Online users can share calendar free/busy information; organization relationships configured between on-premises and Exchange Online enable cross-premises message tracking, MailTips, and message search; and the same URL is used for mailbox connections for both on-premises and Exchange Online users. Engagement facts: SKU ITPWW120MIGOT; price $800 + $25 per mailbox; duration 2 weeks; manager Mike Mackey. Source metadata: date 2018-02-01; product Exchange Online; type Migration.

Success criteria

01Users can access Exchange Online on their desktop PCs, mobile phones, and tablets from any place, any time
02Mailbox data is successfully migrated to Exchange online and accessible to all users
03All necessary transport rules are created and working
04Mail can be sent and received using Exchange online
05Exchange Online Protection is configured and working

What you receive

Analyze the current Exchange On-Premises solution
Prepare the current configuration of Exchange and Active Directory for synchronization
Set up synchronization of users and passwords
Provide informational letters for users
Migrate mailboxes
Provide break-fix support related to migration issues
Project closeout report indicating the final project status, including acceptance criteria matching, outstanding issues if any, and the final budget

How the work unfolds

Kickoff meeting

Confirm scope, schedule, points of contact, mailbox counts, high-risk users, access requirements, communications approach, and the target hybrid migration timeline.

Pre-migration source system health check

Review the on-premises Exchange, Active Directory, DNS, certificate, mail flow, and mailbox inventory readiness for a hybrid Exchange Online migration. Identify blocking issues, large mailboxes, and configuration items that must be corrected before migration.

Creating users or AD connect tool configuration

Configure or validate Entra ID Connect synchronization, including user synchronization and password synchronization. Confirm Microsoft 365 domain verification, user matching, licensing readiness, and directory synchronization health.

Migration planning

Define the migration batch approach, pilot users, migration schedule, user communications, DNS and transport changes, validation checkpoints, and issue escalation process. Confirm whether hybrid will be used only for migration or retained as a longer-term coexistence state.

Email migration start

Create and validate the hybrid migration endpoint and initial migration batches, then begin mailbox moves to Exchange Online according to the approved plan. Monitor synchronization progress and address migration errors related to mailbox readiness or connectivity.

Email migration check

Validate migrated pilot or batch mailboxes for mailbox access, message data, send and receive mail flow, free/busy visibility, Outlook/Autodiscover behavior, Exchange Online Protection behavior, and required transport rules.

Changing MX record to the new Microsoft 365 tenant

Coordinate the approved DNS cutover, including MX and related mail-routing records as required by the agreed design. Validate inbound mail flow after DNS propagation and confirm any hybrid or centralized transport requirements remain aligned with the final mail flow design.

Final email migration

Complete remaining mailbox batches, perform final synchronization, complete cutover activities for migrated users, and resolve migration-related errors that occur during the final move window.

Post-migration tasks

Perform post-migration validation against the success criteria, confirm mail flow and user access, review outstanding issues, provide migration-related break-fix support, and prepare the project closeout report.

Prerequisites

You must have a Microsoft 365 tenant with Exchange Online licenses
You must have access to your email domain DNS zone
You need a full installation of Exchange 2010, 2013, or 2016 server in your environment with a valid UCC SSL certificate

Who does what

IT Partner

  • Analyze the current Exchange On-Premises solution
  • Prepare the current configuration of Exchange and Active Directory for synchronization
  • Set up synchronization of users and passwords
  • Provide informational letters for users
  • Migrate mailboxes
  • Provide break-fix support related to migration issues

Your team

  • Coordinate Client resources and staff schedules
  • Provide a dedicated point of contact responsible for working with IT Partner
  • Provide access to physical and virtual servers and/or systems and services as needed. Provide remote and/or physical access to facility and systems required to complete the work
  • Configure workstations and mobile devices
  • Perform changes to internal and external DNS, as required
  • Assist with identification of high-risk users (top executives and VIP users, users with 50 GB mailboxes or larger and/or 30 GB deleted folders or larger)
  • Coordinate any outside vendor resources and schedules
  • Configure all network equipment, such as load balancers, routers, firewalls, and switches.
  • Review and approve engagement deliverables in a timely manner

What's not included

Customer team training (could be added as an additional service)
Desktop software settings
Unified Messaging (US) features cannot be used in a hybrid solution in conjunction with Microsoft 365. If you use this feature in your infrastructure, additional settings can be required depending on the solution you are using.
More extensive documentation than the project closeout report can be provided for an additional fee.

Limitations & technical notes

!The plan may vary depending on your needs.
!Unified Messaging (US) features cannot be used in a hybrid solution in conjunction with Microsoft 365. If you use this feature in your infrastructure, additional settings can be required depending on the solution you are using.
!The source topology example describes a typical Exchange 2016 deployment with a single-forest, single-domain organization, two domain controllers, and one Exchange 2016 server installed.

Frequently asked questions

What is IT Partner’s Hybrid Microsoft 365 Migration from your own Exchange Server service?

IT Partner’s Hybrid Microsoft 365 Migration from your own Exchange Server is a migration and coexistence service for organizations that need integration between an on-premises Exchange organization and Microsoft 365 Exchange Online. The hybrid deployment can be used either as a migration method or as a longer-term operating state, because it connects on-premises Exchange with Exchange Online for identity synchronization, mail flow, mailbox access, and collaboration features.

What is included in the Hybrid Microsoft 365 Migration from Exchange Server service?

The service includes analysis of the current on-premises Exchange solution, preparation of Exchange and Active Directory for synchronization, user and password synchronization, user informational letters, mailbox migration, migration-related break-fix support, and a project closeout report. These deliverables are designed to support moving mailboxes to Exchange Online while maintaining the required hybrid integration between the on-premises environment and Microsoft 365.

What is not included in this Exchange to Microsoft 365 hybrid migration service?

Customer team training, desktop software settings, and documentation beyond the project closeout report are not included in the standard service. More extensive documentation and training may be available as additional services, but they are outside the stated scope of the base migration engagement.

How much does the Hybrid Microsoft 365 Migration from your own Exchange Server cost?

The listed price for the service is $800 plus $25 per mailbox. The service SKU is ITPWW120MIGOT, and the final cost depends on the number of mailboxes included in the migration.

How long does the hybrid Exchange Online migration take?

The listed duration for IT Partner’s Hybrid Microsoft 365 Migration from your own Exchange Server is 2 weeks. The implementation plan may vary depending on the customer’s needs, environment readiness, mailbox count, DNS access, and any issues found during the pre-migration health check.

What prerequisites are required before starting the hybrid Microsoft 365 migration?

You must have a Microsoft 365 tenant with Exchange Online licenses, access to your email domain DNS zone, and a full installation of Exchange 2010, Exchange 2013, or Exchange 2016 in your environment with a valid UCC SSL certificate. These prerequisites are required because the hybrid deployment depends on a working on-premises Exchange environment, licensed Exchange Online mailboxes, and DNS changes for mail routing.

Which Exchange Server versions are supported by this service?

The stated prerequisites require a full installation of Exchange 2010, Exchange 2013, or Exchange 2016 with a valid UCC SSL certificate. The source topology example describes Exchange 2016, but the listed prerequisite explicitly includes Exchange 2010, 2013, and 2016.

What happens during the hybrid migration engagement?

The engagement typically includes a kickoff meeting, a pre-migration source system health check, user creation or Entra ID Connect configuration, migration planning, email migration start and validation, MX record change, final email migration, and post-migration tasks. The plan may vary depending on the environment and customer needs, so exact sequencing should be confirmed with IT Partner during planning.

How does identity and password synchronization work in this service?

IT Partner deploys and configures the required Entra ID Connect server and uses Entra ID Connect password synchronization. This allows users to sign in with the same username and password for their on-premises network account and Microsoft 365 account, which the source describes as single sign-on for the hybrid topology.

Will users keep the same email address domain after migration to Exchange Online?

Yes, the hybrid topology is designed so on-premises mailboxes and Exchange Online mailboxes use the same email address domain. This is important because users can be moved to Exchange Online without requiring a new email domain for cloud mailboxes.

How is mail flow handled during the hybrid Exchange Online migration?

The source hybrid topology includes centralized mail transport, where outbound mail is delivered to the Internet by the on-premises organization and the on-premises environment controls messaging transport while relaying for Exchange Online. The implementation plan also includes changing the MX record to the new Microsoft 365 tenant, so the final inbound and outbound mail flow design should be confirmed with IT Partner during migration planning.

Will users be able to access mail on desktop PCs, phones, and tablets after migration?

Yes, one of the success criteria is that users can access Exchange Online from desktop PCs, mobile phones, and tablets from any place, any time. However, configuring workstations and mobile devices is listed as the client’s responsibility, so IT Partner’s standard scope does not include desktop software settings or device configuration.

Does the service include mailbox migration to Exchange Online?

Yes, mailbox migration is included in the service deliverables. A successful outcome includes mailbox data being migrated to Exchange Online and being accessible to users.

Does the service include Exchange Online Protection configuration?

Exchange Online Protection being configured and working is listed as a success criterion for the engagement. The service also expects mail to be sent and received using Exchange Online and necessary transport rules to be created and working.

What hybrid features are configured between on-premises Exchange and Exchange Online?

The described hybrid topology supports shared calendar free/busy information between on-premises and Exchange Online users, organization relationships for cross-premises message tracking, MailTips, and message search, and the same URL for mailbox connections for both on-premises and Exchange Online users. These features are part of the hybrid integration between the on-premises Exchange organization and Microsoft 365 Exchange Online.

What are IT Partner’s responsibilities in the migration?

IT Partner is responsible for analyzing the current on-premises Exchange solution, preparing Exchange and Active Directory for synchronization, setting up user and password synchronization, providing informational letters for users, migrating mailboxes, and providing break-fix support related to migration issues. IT Partner also provides a project closeout report with final project status, acceptance criteria matching, outstanding issues if any, and final budget.

What are the client’s responsibilities during the hybrid Microsoft 365 migration?

The client must coordinate internal resources and staff schedules, provide a dedicated point of contact, provide access to required physical and virtual systems, perform required internal and external DNS changes, and configure workstations and mobile devices. The client is also responsible for coordinating outside vendors, configuring network equipment such as firewalls and load balancers, identifying high-risk users, and reviewing and approving deliverables in a timely manner.

How are high-risk users handled during the migration?

The client is responsible for helping identify high-risk users, including top executives, VIP users, users with mailboxes of 50 GB or larger, and users with deleted folders of 30 GB or larger. This identification helps migration planning because larger or more business-critical mailboxes may require special scheduling or attention.

Is downtime or user impact specified for this migration service?

The service description does not specify a fixed downtime window or guarantee no downtime. Because the engagement includes migration planning, mail migration checks, MX record changes, and final migration tasks, the expected user impact should be reviewed with IT Partner based on the customer’s Exchange environment and migration schedule.

What support is provided after the mailbox migration?

IT Partner provides break-fix support related to migration issues and performs post-migration tasks as part of the implementation plan. The engagement also ends with a project closeout report that documents final project status, acceptance criteria matching, outstanding issues if any, and the final budget.

Can Unified Messaging be used with this hybrid Microsoft 365 migration?

Unified Messaging features cannot be used in a hybrid solution in conjunction with Microsoft 365 according to the service limitations. If Unified Messaging is present in the customer’s infrastructure, additional settings may be required depending on the solution in use, so this should be reviewed with IT Partner before migration.

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$800 + $25 per mailbox
2 weeks
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