ChangeChecklist

IT providers and MSPs

Migration intake: Google Workspace to Microsoft 365

Everything to collect before a Workspace to Microsoft 365 move: users, mail, files, sign-ins and what still uses Google.

Never write passwords, recovery codes, one-time codes, card numbers or account numbers on this form. Note where something is, not the secret itself.

Move from Google Workspace to Microsoft 365

Same questions as the google workspace to microsoft 365 plan, so the answers map straight onto a checklist.

About your move

  1. How many people use Google Workspace?

    • [ ] Just me
    • [ ] 2 to 10
    • [ ] 11 to 50
    • [ ] 51 to 250
    • [ ] More than 250

  2. Does Gmail receive email for your own domain?

    For example you@yourcompany.com. Answer no if your email is hosted somewhere else and you use Google Workspace mainly for files and meetings.

    [ ] Yes   [ ] No   [ ] Not sure

  3. Did you buy your domain through Google?(if it applies)

    For example when you signed up for Google Workspace, or through Google Domains.

    • [ ] Yes
    • [ ] No
    • [ ] I'm not sure

  4. How do you want to move people?

    • [ ] Everyone at once, over a weekend or quiet day
    • [ ] In groups over several weeks
    • [ ] Not decided yet
Email

  1. Which of these do you use for email?(if it applies)

    Pick all that apply.

    • [ ] Extra addresses on user accounts (aliases)
    • [ ] Group addresses like sales@ or info@
    • [ ] Shared or delegated inboxes
    • [ ] A catch-all address
    • [ ] Forwarding or routing rules

  2. Do other services send email as your domain?(if it applies)

    Website forms, invoicing, CRM, newsletters or booking tools.

    [ ] Yes   [ ] No   [ ] Not sure

  3. Do any mailboxes hold many years of mail or very large attachments?(if it applies)

    [ ] Yes   [ ] No   [ ] Not sure

Files and apps

  1. Do you use shared drives?

    [ ] Yes   [ ] No   [ ] Not sure

  2. Which of these do you rely on?

    Pick all that apply.

    • [ ] Google Forms
    • [ ] Google Sites
    • [ ] Apps Script automations or add-ons
    • [ ] AppSheet apps
    • [ ] Google Chat spaces you want to keep
Sign-in and devices

  1. Do staff use their Google work accounts to sign in to other business apps?

    For example with a "Sign in with Google" button.

    [ ] Yes   [ ] No   [ ] Not sure

  2. Is Google Workspace the single sign-on (SAML) provider for other apps?

    [ ] Yes   [ ] No   [ ] Not sure

  3. How do people confirm sign-ins today?

    Pick all that apply.

    • [ ] Google prompts on their phone
    • [ ] An authenticator app
    • [ ] Security keys or passkeys
    • [ ] Text-message codes
    • [ ] 2-Step Verification isn't required

  4. Which devices do you manage through Google?

    Pick all that apply.

    • [ ] Phones and tablets
    • [ ] Chromebooks
    • [ ] Windows or Mac computers
    • [ ] None
Records and other Google services

  1. Do you use Google Vault, retention rules or legal holds?

    [ ] Yes   [ ] No   [ ] Not sure

  2. Are any of these owned by a Google Workspace login?

    Pick all that apply.

    • [ ] Google Cloud or Firebase projects
    • [ ] Google Ads
    • [ ] Google Analytics
    • [ ] Google Search Console
    • [ ] YouTube channels
    • [ ] Google Business Profile
    • [ ] None of these

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