Ensuring a Seamless User Experience During Migration from Exchange On-Premise to Exchange Online with Intune and Outlook Mobile
Explore our latest insights, tips, and stories on the
ever-changing digital experiences.

Migrating from Exchange On-premise to Exchange Online is a major transition that can offer your organization enhanced scalability, security, and flexibility. However, as with any significant IT change, ensuring a smooth user experience is key to minimizing disruptions and maximizing adoption. This is especially important when integrating mobile solutions like Microsoft Intune and Outlook Mobile.

In this article, we’ll cover how to ensure the user experience is maintained—if not improved—during the migration process, with a focus on mobile users leveraging Intune and Outlook mobile.

Start with Clear Communication and Change Management

Migration can feel overwhelming for users if not properly managed. A key element of ensuring a smooth experience is managing expectations and minimizing any surprises. To do this effectively:

Pre-migration communication: Inform your users well ahead of time about what to expect, why the migration is necessary, and how it will benefit them (e.g., access to cloud features, improved mobile integration). Clear timelines and training resources are essential.

User-centric approach: Focus on how the migration will affect day-to-day work, particularly on mobile devices. Many users rely on Outlook Mobile for on-the-go email and calendar access, and maintaining this functionality during the transition is critical.

Training: Provide guides and training videos on how to use Outlook Mobile with Exchange Online, as users may encounter new features or workflows.

Leverage Intune for Streamlined Device Management

Using Microsoft Intune to manage mobile devices as part of your Exchange Online migration not only ensures security but also simplifies the user experience.

Unified device management: Intune allows you to manage devices seamlessly, ensuring that all users' mobile devices are configured properly without the need for manual setup. This reduces the chance of user errors and provides a consistent experience across the organization.

Conditional access policies: With Intune, you can enforce security policies like Multi-Factor Authentication (MFA) or block devices that don't meet compliance standards. For the user, this results in a seamless sign-on experience, knowing that their devices are secured and compliant.

Self-service options: Ensure that Intune's self-service capabilities are fully utilized. For example, users can enroll their devices themselves and reset their passwords without having to rely on IT support. Empowering users with these self-service options reduces friction and improves their overall experience.

Optimize Outlook Mobile for User Productivity

Outlook Mobile is likely the main interface your users interact with for email and calendars. When moving to Exchange Online, keeping the user experience intuitive and efficient is crucial.

Seamless transition: One of the key advantages of Exchange Online is that Outlook Mobile works seamlessly without major changes to the interface. If configured correctly, the transition from on-premise to cloud should be invisible to the end-user.

Email and calendar sync: Ensure that mailboxes and calendars sync smoothly between devices and the cloud. Calendar features like shared calendars and meeting scheduling are vital for mobile productivity, and these should be tested to confirm they work as expected post-migration.

Push notifications: Users rely on immediate access to email notifications, especially on mobile devices. Verify that push notifications are enabled and functioning after the migration to avoid any disruptions.

Test Extensively with User Experience in Mind

One of the most common pitfalls in IT migrations is the failure to test from the user's perspective. Ensure that your migration plan includes:

User testing groups: Create a group of test users from different departments and roles, particularly mobile-first users, to run pilot migrations. Gather feedback on any issues they experience and refine your approach before rolling it out to the wider organization.

Real-world scenarios: Test mobile use cases such as accessing emails over cellular data, syncing large attachments, and setting up meetings using Outlook Mobile. By focusing on scenarios that mobile users encounter daily, you can better anticipate and solve any potential user frustrations.

Feedback loops: Ensure there is a mechanism for users to report any issues during and after the migration. This can be as simple as a helpdesk ticketing system or a dedicated email address for feedback.

Support and Post-Migration Follow-Up

No migration is complete without ensuring ongoing support and follow-up. Even if the technical aspects go smoothly, the user experience can be impacted if proper support is not available post-migration.

On-demand help: Provide quick access to support for any users facing issues with Outlook Mobile or device setup after the migration. It’s essential to resolve these problems quickly to avoid frustration.

Monitor adoption and usage: Use the reporting capabilities of both Intune and Exchange Online to monitor mobile device adoption, user activity, and any compliance issues. This will help you address problems proactively before they affect user experience.

User feedback loop: Gather feedback from mobile users after the migration to understand their pain points or areas where the mobile experience could be further optimized. Their feedback will guide future enhancements.

Conclusion: User Experience as the Migration Focus

While migrating from Exchange On-premise to Exchange Online involves several technical challenges, the ultimate success of the project hinges on how well you maintain and improve the user experience—especially for mobile users. By focusing on clear communication, leveraging Intune for device management, optimizing Outlook Mobile, and thoroughly testing from the user's perspective, you can ensure a seamless migration that enhances both productivity and satisfaction.

By keeping the user experience at the forefront, your migration can go beyond a simple technical upgrade and become an opportunity to deliver a more seamless, intuitive, and mobile-friendly solution for your organization.

By focusing on the specific needs of mobile users, you ensure that they continue to have a seamless experience, empowering them to work from anywhere, without disruption.