Free checklist

Is your Microsoft 365 secure?

A 10-point checklist for small UK businesses. Ten plain-English checks, each with where to look in Microsoft 365. Most take a few minutes and need an admin account. No sign-up, no email address required.

  1. Multi-factor sign-in for every user

    A stolen password alone should never be enough to get into your email. Multi-factor authentication (MFA) asks for a second step, such as a prompt in the Microsoft Authenticator app. The NCSC recommends turning it on for every important account.

    How to check

    • In the Microsoft Entra admin centre, go to Entra ID > Overview > Properties > Manage security defaults. It should say Enabled, unless you use Conditional Access policies instead.
    • Under Authentication methods > User registration details, check that every person shows as registered for MFA.
  2. Admin accounts kept separate and protected

    An administrator account can change everything, so it is the account attackers want most. It should not be the account you use for everyday email and browsing.

    How to check

    • In the Microsoft 365 admin centre, open Roles > Role assignments > Global Administrator. Microsoft recommends fewer than five people in this role.
    • Each admin should use a separate, named admin account with MFA, not their everyday mailbox, and never a shared login. Keep one emergency ("break glass") admin account stored securely.
  3. Legacy authentication switched off

    Older sign-in methods (such as basic authentication over POP, IMAP or SMTP) cannot do MFA, so they let attackers bypass it with just a password.

    How to check

    • Security defaults block legacy authentication. If you use Conditional Access instead, make sure a policy blocks it.
    • In the Entra admin centre, open Sign-in logs and filter Client app by the legacy options. Anything still appearing, often a scanner or an old app sending email, needs moving to a modern method first.
  4. SPF, DKIM and DMARC set up for your domain

    These three DNS records prove that email claiming to come from your domain really does, which helps your mail arrive and makes it harder for fraudsters to impersonate you.

    How to check

    • Use any free DNS lookup tool on your domain: you should see one SPF record (a TXT record starting v=spf1) and a DMARC record at _dmarc.yourdomain.
    • In the Microsoft Defender portal, go to Email & collaboration > Policies & rules > Threat policies > Email authentication settings > DKIM and check DKIM is Enabled for your domain. Once the DMARC reports look clean, move its policy on from p=none.
  5. Mailbox auditing on, and no unexpected forwarding

    A common sign of a compromised mailbox is a hidden rule that forwards or deletes mail. Auditing gives you a record of what happened if something goes wrong.

    How to check

    • Mailbox auditing is on by default in Microsoft 365. To confirm, an admin can run Get-OrganizationConfig | Format-List AuditDisabled in Exchange Online PowerShell; False means it is on.
    • In the Defender portal, set the outbound spam policy's automatic forwarding to Off unless you need it, and ask each person to check Outlook > Settings > Mail > Rules for anything they did not create.
  6. File sharing outside the business under control

    OneDrive and SharePoint make sharing easy, which also makes it easy to share too much. "Anyone with the link" links can be forwarded to people you never intended.

    How to check

    • In the SharePoint admin centre, open Policies > Sharing. Unless you need open links, choose New and existing guests rather than Anyone, and set the default link to Specific people.
    • If you do allow Anyone links, set them to expire after a set number of days.
  7. Leavers removed and licences tidied

    Accounts belonging to people who have left are a quiet risk: nobody notices if they are misused. They can also cost you money in unused licences.

    How to check

    • In the Microsoft 365 admin centre, open Users > Active users and check that every account belongs to a current person or a known shared mailbox.
    • For leavers: block sign-in, then convert the mailbox to a shared mailbox if you need to keep the mail, and remove the licence. Check Billing > Licences for licences you pay for but don't use.
  8. Backups and retention decided, not assumed

    Microsoft keeps your data available, but deleted items are only kept for a limited time. If something is deleted by mistake, by a leaver or by ransomware, you need a way back. The NCSC advises backing up your important data.

    How to check

    • By default, deleted email can usually be recovered for 14 days, and files deleted from OneDrive or SharePoint for 93 days. Decide whether that is enough for your business.
    • If not, set a retention policy in the Microsoft Purview portal or use a separate Microsoft 365 backup service, and test a restore once.
  9. Devices kept up to date and protected

    Most attacks rely on known weaknesses that updates have already fixed. A lost laptop or phone should not mean lost data.

    How to check

    • On each Windows PC, check Settings > Windows Update installs updates automatically, and that the device runs a supported version. Windows 10 reached end of support in October 2025.
    • Check that the disk is encrypted (Settings > Privacy & security > Device encryption, or BitLocker), antivirus such as Microsoft Defender is on, and every laptop and phone locks with a PIN, password or biometric.
  10. Everyone knows how to spot and report phishing

    Phishing emails are how most account takeovers and invoice frauds start. A team that knows what to look for, and feels able to report a mistake quickly, is one of your best defences.

    How to check

    • Make sure everyone can use the Report button in Outlook, and knows they can forward suspicious emails to the NCSC at [email protected].
    • Agree a simple rule: any request to change bank details or make an urgent payment is checked by phone on a number you already hold, never one in the email. The NCSC's free Top Tips for Staff training takes under 30 minutes.

Menu names in Microsoft's admin centres change from time to time; if a path has moved, search for the setting name. Checked against Microsoft and NCSC guidance in October 2026. This is general guidance, not a full security review.

Would you rather we checked?

Our Security Review and Remediation works through these points and more against a defined checklist, rates each one red, amber or green in writing, and fixes the red items once you approve. It is a fixed £249 for up to 10 users.

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