Microsoft 365 often becomes the front door to email, files, finance workflows, donor information, and administrative access. This checklist helps a small organization review that front door without pretending every tenant needs an enterprise security program.
Work in a test group first when a setting could block access. Document every change, owner, exception, and rollback step.
- Protect identities.
- Reduce unnecessary administrator access.
- Remove stale accounts and risky sharing.
- Improve device and email protection.
- Confirm logging, alerting, and recovery.
Use the tenant review checklist during the assessment.
- Microsoft 365 for business security best practices
- Microsoft guidance for emergency access accounts
- Microsoft common identity and device access policies
Licensing and feature availability vary. Verify each setting against the organization's Microsoft 365 and Entra subscriptions before planning implementation.
Nigel Roberts, CISSP, founder of NexSecure Solutions LLC in Bowie, Maryland.
- Nigel Roberts, CISSP
- Start Here with NexSecure Solutions
- Nigel Roberts cybersecurity resource hub
- Nigel Roberts Advisory
Last updated: 2026-08-11