Microsoft 365 Security Reviews and Configuration Consulting

Most small businesses run Microsoft 365 at default settings. Default settings are not security settings. We review what you have, identify what needs to change, and give you a clear, prioritized action list.

Why Default M365 Configuration Creates Risk

When a business signs up for Microsoft 365, the platform is ready to use within minutes. What it is not ready for is business-grade security. Default settings prioritize ease of access over protection. Multi-factor authentication is optional by default. Legacy authentication protocols remain enabled. Admin accounts have no Conditional Access restrictions. Email forwarding rules go unreviewed. Any of these gaps can be exploited — and frequently are.

The most common attack path against small business M365 tenants is a phished or leaked password on an account without MFA. Without MFA enforced through Conditional Access, a single compromised credential is a fully compromised account.

What This Service Includes

Our M365 reviews are structured, documented assessments — not a sales tool for additional services. You receive a written findings report with a prioritized action list regardless of whether you engage us further.

Conditional Access Policies

Review of existing CA policies and identification of gaps — including legacy authentication blocking, location-based restrictions, and device compliance requirements for sensitive data access.

MFA Configuration and Enforcement

Verification of MFA enrollment status across all users, review of per-user MFA vs. Conditional Access-based enforcement, and identification of accounts with no MFA registered.

Admin Role and Privilege Review

Enumeration of all users with elevated roles — Global Admin, Exchange Admin, SharePoint Admin, Security Admin — with recommendations for right-sizing and privilege separation.

Exchange and Email Security

Review of email forwarding rules, external forwarding settings, anti-phishing policies, safe links and safe attachments status, and DMARC/DKIM/SPF configuration.

SharePoint and OneDrive Sharing

Assessment of tenant-level and site-level sharing settings, external sharing permissions, guest access configuration, and anonymous link policies.

Secure Score and License Utilization

Review of your Microsoft Secure Score baseline, identification of high-impact improvement areas, and assessment of whether your current license tier includes the security features your business needs.

Who This Helps

Any Florida small business using Microsoft 365 that has never had a formal security review of their tenant configuration. Particularly valuable for:

  • Professional services firms handling sensitive client data
  • Businesses subject to FTC Safeguards or HIPAA-adjacent requirements
  • Organizations that recently changed IT providers and want a clean baseline
  • Businesses that have grown their M365 user base without revisiting admin structure

What You Receive

  • A written assessment report documenting current configuration findings
  • A prioritized action list organized by risk level and implementation effort
  • Specific configuration recommendations — not vague suggestions
  • Clarity on which items require Microsoft plan upgrades vs. configuration changes only
  • A reference document your team or future IT provider can use

The report is yours. You can implement the recommendations yourself, assign them to an internal IT resource, or engage a provider of your choosing. No obligation to continue working with us after the review.

Common Outcomes

After a review, most businesses have a clear picture of their MFA enforcement gaps, a list of admin accounts to clean up, confirmation of whether their email authentication records are properly configured, and visibility into any forwarding rules that should not exist. Many clients are surprised by what the review surfaces — not because their environment is a disaster, but because nobody has ever looked systematically.

A standard M365 security review takes five to ten business days from tenant access grant to final report delivery. All access requires written authorization and is conducted using read-only permissions where possible.

Know What Your M365 Tenant Actually Looks Like

Most business owners are surprised by what a review uncovers. The goal is clarity — not alarm. Request a review and get a written picture of your current security posture.