Microsoft 365 baseline checklist

Microsoft 365 • Security

Microsoft 365 baseline checklist

These are the “core settings” we recommend for most businesses to improve security without breaking daily workflows. Start here before chasing advanced tools.

7 min read MFA Email Protection Conditional Access

Baseline controls (quick wins)

If you only do a few things, do these first.

Area What to set Why it matters
Identity Require MFA for all users and disable legacy authentication. Stops most password-only account takeovers.
Admin Separate admin accounts; enforce stronger access rules for admins. Prevents “one login” from becoming total compromise.
Email Enable anti-phishing, impersonation protection, safe links/attachments (license-dependent). Reduces spoofing and malicious clicks.
Devices Require compliant devices (where possible) + endpoint protection + patching. Blocks risky devices from accessing company data.
Sharing Review SharePoint/OneDrive external sharing defaults; restrict if needed. Prevents accidental data exposure.
Recovery Set break-glass admin, recovery methods, and ensure audit logging is enabled. Prevents lockouts and supports investigations.

Common mistakes we fix

  • MFA enabled but not enforced for all users.
  • Admins using the same account for daily email and admin tasks.
  • Legacy authentication still allowed.
  • External sharing left wide open.

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