Microsoft Entra ID
Identity
Conditional Access. A policy set that requires MFA for every user, blocks legacy authentication and requires a compliant device where your requirement calls for one. Each policy runs in report-only first and the sign-in results are kept as evidence.
Emergency access. Two cloud-only emergency accounts, excluded from Conditional Access so a policy error cannot lock out every administrator, and registered with passkeys to meet Microsoft's mandatory MFA for admin portals.
Security defaults or Conditional Access. Tenants without Entra ID P1 keep security defaults; tenants with P1 move to Conditional Access. The decision is written down with the licence behind it.
Output Conditional Access policy set with named exclusions · report-only results · emergency access runbook
Microsoft Intune and Windows Autopilot
Devices
Compliance. Compliance policies for Windows, macOS, iOS and Android, reported to Entra ID and used by Conditional Access to grant or block access to email and files.
Autopilot. A new Windows device ships to the user, joins Entra ID, enrols in Intune, receives BitLocker and Windows Hello for Business, and is checked for compliance before the desktop appears.
Personal devices. App protection policies that keep work data inside managed apps on phones the organisation does not own.
Output Compliance policies per platform · configuration profiles · Autopilot deployment profile · app protection policies
Exchange Online, Defender for Office 365, SharePoint, OneDrive and Teams
Email and collaboration
Threat policies. Standard and Strict preset security policies assigned by group, with impersonation protection for the people most likely to be spoofed.
Email authentication. SPF and DKIM for every sending domain, then DMARC stepped from p=none through p=quarantine to p=reject, with the aggregate reports reviewed at each step.
Sharing. SharePoint and OneDrive sharing moved off their most permissive default, and Teams external and guest access set to match who you actually collaborate with.
Output Threat policy assignments · DNS records for SPF, DKIM and DMARC · sharing and external access settings with rationale
Microsoft Defender for Endpoint and Defender for Business
Endpoint
Onboarding. Devices onboarded through Intune so protection and reporting cover every enrolled device.
Attack surface reduction. Standard protection rules set to Block; every other rule runs in Audit mode first, and moves to Block once the audit events show which business applications need an exclusion.
Output Onboarding policy · ASR rule set with exclusions and the audit results behind them
Microsoft 365 Copilot
Copilot readiness
Permissions first. Copilot shows each user only what that user can already open. Content shared with everyone in the organisation is therefore available to Copilot for everyone.
Oversharing. SharePoint Advanced Management, included with Copilot licences, reports which sites are shared widely. Those sites are fixed, or excluded with Restricted Content Discovery, before licences are assigned.
Labels and DLP. Labelling and data loss prevention for Copilot are Purview work, covered under Microsoft Purview implementation: labels, DLP, retention and audit.
Output Site permissions report · oversharing remediation list · licence assignment order
Microsoft 365 tenant and subscriptions
Tenant setup, migration and licensing
New tenants. A tenant's default geography is set at creation and cannot change. For a tenant provisioned in Australia, mailbox content, SharePoint and OneDrive files, Teams chat and stored Copilot interactions stay in Australia at rest.
Migration. Google Workspace mail, calendar and contacts moved in batches, and cross-tenant mailbox moves for mergers and divestitures. Mailboxes on hold do not move with the cross-tenant method, so holds are resolved first.
Licensing. Microsoft 365 Business Premium, for up to 300 users, already includes Entra ID P1, Intune Plan 1, Defender for Business and Defender for Office 365 Plan 1. LensIQ lists what your current licences cover before anything new is bought. Compare Microsoft 365 plan costs.
Output Tenant build record · migration batch plan and completion report · licence coverage map