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Microsoft 365 Security Checklist

A practical, printable checklist covering the full Microsoft 365 Security Baseline across identity, email, device, and data.

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Microsoft 365 Security Checklist

A practical, printable checklist covering the full Microsoft 365 Security Baseline across identity, email, device, and data.

Identity

  • MFA enforced for all users, no undocumented exceptions.
  • Legacy authentication blocked tenant-wide.
  • Password expiration disabled for cloud-only accounts, paired with breach screening.
  • Entra Password Protection enabled with a custom banned-password list.
  • Two break-glass accounts established, excluded from Conditional Access, monitored.
  • Administrative roles use just-in-time activation (PIM) where licensed.

Email

  • SPF, DKIM, and DMARC configured and enforced for all mail domains.
  • Safe Links and Safe Attachments enabled tenant-wide (if Defender for Office 365 licensed).
  • Anti-phishing / impersonation protection configured for executives and key domains.
  • Auto-forwarding to external domains blocked or requires approval.

Device

  • Device compliance policy defined and enforced for sensitive applications.
  • App-enforced restrictions applied for unmanaged/BYOD devices at minimum.

Data

  • External sharing link defaults set to a restrictive option.
  • Sensitivity labels defined for at least the most sensitive data categories.
  • Audit logging enabled tenant-wide, retention matched to compliance requirements.

Related Resources

  • Microsoft 365 Security Baseline — /knowledge-center/cloud-productivity/microsoft-365-security/microsoft-365-security-baseline
  • Microsoft 365 Security Readiness Assessment — /tools/microsoft-365-security-readiness-assessment

This document is a starting-point resource, not legal or compliance advice. Review it against your organization's actual tenant configuration before adoption — see the full Microsoft 365 Security & Entra ID Hub for the reasoning behind each recommendation.

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