The OGO Blog

The 5 Most Common Questions About Migrating to Office 365

Most common office 365 migration questions for credit unions from ongoing operations

At some point, your credit union will have to migrate to Office 365. Microsoft just won’t continue to support legacy versions for long enough. And unfortunately, any major software migration brings its own challenges and potential disruptions.

That in mind, it’s best to go into your credit union’s Office 365 migration well informed. No doubt you have questions about the migration process. We’ll do out best to answer them in this blog.

And hey, we may even answer some questions that you didn’t even know you had yet.

The 5 Most Frequently Asked Questions about Office 365 Migration

So, with minimal further ado, let’s just jump into those questions, shall we? We’ll try to keep things brief. And, at the end of the piece, we’ll link to some more resources for your inevitable move to Office 365.

1.    How long does it take to migrate to Office 365?

There are two answers to this question. We’ll answer it the easy way first:

If you bring on migration experts (or have done a couple Office 365 migrations yourself) the process is relatively fast. You can expect between 30–45 days of project work, plus about a week of mail migration.

However, if you’re not experienced, it will take longer. There are a few speed bumps that can set your in-house migration back by weeks or even months. It’s certainly doable, but we recommend against it.

2.    Can you keep your email history?

Probably one of the biggest fears we hear about migrating to Office 365 is about email history. You no doubt have many important messages in your inbox and sent folders. Losing them would be no fun—and it might impact your job.

Fortunately, that’s not something you need to worry about. You can keep your email history when switching from a legacy license to a 365 one.

3.    What happens to your calendar items?

If you’re anything like us, you have a rather robust Outlook calendar. If your calendar items didn’t transfer, you’d have quite a bit of administrative and scheduling work ahead of you.

But Office 365 makes migration less painful by migrating all of your calendar items. However, if you use color coding, you’ll have to set that back up. Sorry!

4.    Will your username and password change?

Nobody likes setting up new usernames and passwords. It’s not that it’s difficult—it’s just tedious.

Not to worry, though. Your username and password will port right over during your Office 365 migration. You’ll be up and running on your new productivity suite in no time.

5.    Can you get MDM secure messaging functions from Microsoft?

Do you need mobile device management (MDM) security? If yes, then this would definitely be an important question to ask about Office 365 migration.

And you are, reading about it!


As you can probably guess by now, the answer is yes. You can get MDM security messages from Microsoft after migration.

Next Steps for Credit Unions

We’ve helped countless credit unions move to Office 365 over the last several years. In our experience, these are the most common questions about migrating to Office 365. With any luck, we’ve answered one of your burning questions here.

Still, if you have a question that we didn’t cover here, we’re happy to answer it for you. We’re happy to talk through the finer points of Office 365 migration with you if you contact us. Please fill out the short form below, and we will be in touch.