Microsoft 365 security checklist for business
Plan a Microsoft 365 security review: MFA, administrator access, devices, email, leavers and recovery. A practical checklist for UK businesses.
Plan Microsoft 365 security →Review Microsoft 365 subscriptions, tenant security and ongoing support with SCG Solutions. Match licences to your team, understand the controls in use and make administration and recovery responsibilities clear.
Start with the users, applications and devices that need Microsoft 365. Check assigned subscriptions against actual requirements and contract commitments. A licence without an active user may still support an agreed retention or transition arrangement, so investigate before removing it. Any saving depends on the existing estate and commercial terms.
Review security separately from the seat count. Microsoft documents security defaults and Conditional Access as approaches to requiring MFA, with different licensing and configuration requirements. Business Premium includes capabilities such as Intune and Defender for Business, but entitlement alone does not establish that policies apply or devices are protected.
Agree who maintains tenant settings, approves access, handles joiners and leavers, reviews alerts and supports recovery. Check changes with your existing IT team and use an approved secure process for necessary access. Do not send administrator passwords or recovery codes through the contact form.
Record assigned seats, actual needs, renewal dates and contractual commitments.
Check the apps, devices and security capabilities each role requires.
Review MFA policy coverage, privileged access and approved exceptions.
Agree approvals, account access, data handling and licence decisions.
Check deployment and policy evidence rather than relying on a subscription name.
Define administration, incident escalation and recovery responsibilities.
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Network, endpoint and Microsoft 365 controls are matched to the risk and the tools you already have.
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Plan a Microsoft 365 security review: MFA, administrator access, devices, email, leavers and recovery. A practical checklist for UK businesses.
Plan Microsoft 365 security →Compare subscriptions, assignments and usage with the current staff and workload requirements. Check contract terms, retention and service dependencies before cancelling or removing a licence. A headcount mismatch is a reason to investigate, not proof of a saving.
Not necessarily. Requirements vary by role, applications, devices and security controls. Review current Microsoft licensing requirements and the proposed configuration before assigning different plans. Include shared devices, frontline roles and policies that apply across the tenant in the assessment.
No. Microsoft lists Intune and Defender for Business among its capabilities, but devices and policies still need appropriate deployment, configuration and maintenance. Ask for evidence of coverage and an owner for alerts and exceptions. Include supported operating systems and personal-device boundaries in the review.
Use an approved leaver process covering access, connected applications, mailbox and file handling, retention and licence changes. The administrator should check dependencies and required data before deleting accounts or removing subscriptions. Record who authorises each step and how completion is confirmed.
SCG Solutions can discuss licensing, administration and support requirements. Agree the scope, support arrangements, retained responsibilities and secure access process with your authorised IT contact before work begins. Confirm how requests, incidents and changes will be logged and approved.
A supplier change and a tenant migration are different activities. Establish which is proposed and check existing subscriptions, commitments, partner relationships and service dependencies. Agree the process and dates before making changes; do not assume every transition is identical.
Compare related options, check what needs to work together and prepare the details for a useful conversation.
We deliver this across the UK. These 8 are where a director is actually based — each page names who you would be dealing with, and what the local economy is made of.
Tell us your approximate user count, existing subscriptions and the support or security gaps you want to address. We can discuss scope, responsibilities and a quote with your authorised IT contact.