Microsoft 365 can become the center of daily work, but years of small changes often leave confusing permissions, unused licenses, inconsistent collaboration, and gaps in administration. A structured review helps restore clarity.
Identity and access
Begin with who can sign in, what they can reach, and how privileged access is controlled.
- Multi-factor authentication is consistently enforced
- Administrator roles are limited and documented
- Inactive accounts and guest access are reviewed
- Shared accounts are avoided or tightly controlled
- Offboarding removes access through a repeatable process
Collaboration and information
Teams, SharePoint, OneDrive, and email should support clear working practices.
- Teams and sites have known owners
- File storage locations are understandable to employees
- External sharing follows an agreed standard
- Sensitive information has appropriate access
- Old and duplicated workspaces are reviewed
Licensing and administration
Licenses should match real needs, and operational changes should be controlled.
- Assigned licenses are reviewed against active use
- Joiner, mover, and leaver processes are documented
- Configuration changes have accountable owners
- Important service notices reach the right people
- Support responsibilities are clear
Resilience and readiness
Cloud availability does not answer every recovery or business-continuity need.
- Important Microsoft 365 data has an agreed protection approach
- Recovery expectations are understood and tested
- Security alerts are monitored and acted upon
- Device access follows consistent standards
- AI and automation adoption begins with permissions and information governance
Turn the review into action.
A Microsoft 365 review should produce decisions, not just findings: which access to change, which workspaces to organize, which licenses to adjust, which data to protect, and who owns each next action.
Check your IT readiness