Free Resource

MICROSOFT 365
SETUP
CHECKLIST

Complete configuration guide for Microsoft 365 security, compliance, and best practices. Covers Exchange, Teams, SharePoint, and OneDrive setup.

8 configuration areas
Security focused
Compliance aligned
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Setup Areas Covered

8 core configuration areas for secure Microsoft 365

User Access & Licensing

Proper licensing, disabled inactive accounts, role-based permissions

Multi-Factor Authentication (MFA)

Enforce MFA on all accounts, conditional access policies configured

Exchange Online Security

Email encryption, external sharing policies, anti-phishing protection

SharePoint & OneDrive

Site permissions, external sharing controls, retention policies

Teams Configuration

Guest access controls, channel permissions, recording retention

Data Loss Prevention (DLP)

DLP policies for sensitive data, classification, encryption

Backup & Disaster Recovery

Exchange backups, SharePoint versioning, OneDrive recovery

Compliance & Auditing

Audit logging enabled, retention compliance, legal hold processes

Quick Implementation Guide

Step-by-step process to secure your Microsoft 365 environment

☑ Phase 1: User access audit and MFA rollout
☑ Phase 2: Exchange Online security hardening
☑ Phase 3: SharePoint, Teams, and OneDrive permissions
☑ Phase 4: Data loss prevention and classification
☑ Phase 5: Backup, recovery, and audit logging
☑ Phase 6: Compliance documentation and training

Not Sure Where to Start?

Download the checklist to assess your current Microsoft 365 configuration and identify gaps.

See what you're missing in your current setup
Get step-by-step remediation instructions
Estimate implementation timeline
Plan your security roadmap
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Need Implementation Help?

Coreitech handles Microsoft 365 deployment, migration, and security hardening for UK businesses.

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