Cloud
Microsoft 365 onboarding checklist
The setup steps most small businesses miss — identity, email, devices and security in the right order.
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Identity first
Create users in Entra ID (Azure AD), enable multi-factor authentication, and define admin roles carefully. Avoid shared mailboxes acting as logins — use named accounts with proper licensing.
Email and DNS
Add your domain, verify ownership, then publish MX, SPF, DKIM and DMARC. Migrate mailboxes in batches, communicate cutover times, and keep the old system read-only until everyone confirms send and receive works.
Devices and data
Enroll laptops and phones in Intune or equivalent MDM, configure OneDrive Known Folder Move, and set conditional access for company data. Document which apps are approved and how offboarding works on day one.
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