Quick answer
To secure Microsoft 365, enforce multi-factor authentication for every user, block legacy sign-in, use Conditional Access, lock down admin accounts, turn on email protection (Safe Links, Safe Attachments, SPF, DKIM and DMARC), enable audit logging, and keep an independent backup. The 15 settings below cover each of these.
Identity first
Most account takeovers are stopped by MFA and blocking legacy sign-in.
Email is the front door
Phishing is the most common way attackers reach a Microsoft 365 tenant.
Back up separately
Microsoft protects the service. Your data recovery is your responsibility.
Why a checklist matters
Microsoft 365 ships with sensible defaults, but many of the strongest protections need to be switched on, licensed correctly, or configured for how your business works. A tenant that was set up quickly in 2019 and never reviewed is a common finding in our assessments.
The good news: most of the steps below take minutes, and several are free with the licences you already own. Check your current posture first with Microsoft Secure Score in the Microsoft Defender portal, then work through the list.
Identity and sign-in (items 1โ6)
- Require MFA for everyone. Admins first, then all users. Prefer the Microsoft Authenticator app or passkeys over SMS.
- Block legacy authentication. Old protocols (POP, IMAP, SMTP AUTH) can't do MFA and are a favourite target.
- Use Conditional Access. Require MFA, block risky countries you never operate in, and require compliant devices for sensitive apps.
- Separate admin accounts. Admins should use a dedicated account for admin work, never their daily mailbox.
- Limit Global Administrators. Keep it to a small handful and use least-privilege roles for everything else.
- Create two break-glass accounts. Emergency accounts with long passwords, excluded from Conditional Access, stored offline and monitored.
Email and phishing protection (items 7โ10)
- Publish SPF, DKIM and DMARC. They stop criminals from sending email that pretends to be your domain. Move DMARC from
nonetoquarantineorrejectonce you've confirmed legitimate senders. - Turn on Defender for Office 365 policies. Safe Links and Safe Attachments check URLs and files at click-time (licence-dependent).
- Disable automatic external forwarding. Attackers often add a hidden inbox rule that forwards your email to themselves.
- Review inbox rules and mailbox permissions. Unknown rules or "full access" grants are a red flag.
Data, devices and apps (items 11โ13)
- Restrict user consent to third-party apps. Malicious "Sign in with Microsoft" apps can read email without a password.
- Enrol devices in Intune and require compliance. Encryption, a screen lock and up-to-date OS, before data syncs to the device.
- Review guest and external sharing. Remove stale guests and set SharePoint sharing to the least permissive level your teams can work with.
Visibility and recovery (items 14โ15)
- Enable unified audit logging and alerts. If something goes wrong, logs are how you learn what was touched.
- Back up Microsoft 365 independently. Retention is not backup. A third-party backup lets you restore after ransomware, accidental deletion or a malicious insider.
A note on Canadian privacy
If you handle personal information, PIPEDA (and Quebec's Law 25, if you serve Quebec residents) expects reasonable safeguards. Documenting these 15 controls is a practical way to show you have them. Related reading: Zero Trust for small business and our cybersecurity services.
Your Microsoft 365 security checklist
0 / 15Frequently asked questions
Is Microsoft 365 secure by default?โ
It has solid baseline protections, but many of the strongest controls (MFA enforcement, Conditional Access, email protection policies and independent backup) need to be enabled and configured by you.
Does Microsoft back up my Microsoft 365 data?โ
Microsoft keeps the service running and offers limited retention and recycle-bin recovery. It is not a substitute for a full backup that lets you restore after ransomware or deletion, so use a separate backup solution.
Which Microsoft 365 licence do I need for these controls?โ
Many items work on Business Premium, which includes Defender for Office 365 and Intune. Some features need specific add-ons, so confirm against your current plan.
How long does a Microsoft 365 security review take?โ
A basic review against this checklist takes roughly 30 to 60 minutes for a small tenant. A full assessment with remediation takes longer, depending on size.
Want a Canadian expert to check this for you?
QueryTel's NOC & SOC engineers support businesses across Toronto, Mississauga and Canada. Ask for a free review, with no obligation.