Microsoft 365 health check

Can you answer these about your Microsoft 365, in writing?

Who holds admin. Whether MFA has gaps. Whether a backup has ever been restored. What you pay for that nobody uses. Most leaders can't say for sure, and most tenants drift without anyone noticing. A health check gives you the answers with evidence.

Read-only. Written for leadership. Yours to keep.

  • Twelve questions, with evidence
  • Ranked fixes
  • Vendor-neutral

Reviewed by Blake Bath, General Manager, on 31 October 2026.

A company director and an IT engineer going through a printed checklist at a meeting table
Six areasIdentity to governance.

What we look at

Six areas, each with evidence.

The same questions whoever manages your tenant.

Identity

Who can sign in, from where, and as whom.

  • Admins
  • MFA
  • Break-glass

Tenant self-check

Twelve questions, and the evidence behind each.

Tick only what you could prove today. The evidence you'd need is listed under each one.

Tick only what you could prove today with the evidence listed. If you'd have to ask someone, leave it unticked.

Where you stand

0of 12 answers in place

12 gaps to close.

  • We know who holds Global AdministratorEvidence: privileged role report.
  • MFA is enforced for every user, admins includedEvidence: authentication methods report.
  • Break-glass accounts are documented and testedEvidence: break-glass procedure and last test date.
  • Conditional Access policies are written downEvidence: policy export, reviewed quarterly.
  • Unmanaged devices can't reach sensitive dataEvidence: device compliance policies.
  • Microsoft 365 data is backed up outside the tenantEvidence: backup vendor and retention policy.
  • A restore has been tested and datedEvidence: last restore log.
  • No licences sit on people who've leftEvidence: licence assignment report.
  • Paid security features are switched onEvidence: Secure Score and licence use.
  • Sensitive content is labelledEvidence: sensitivity label policy and use.
  • There's a quarterly governance reviewEvidence: the last four sets of minutes.
  • There's an incident plan for the tenantEvidence: Microsoft 365 incident runbook.
Book a health check

Identity and access

Identity is the front door.

  • Global AdministratorsNamed people, separate admin accounts, and no vendor with standing rights you didn't agree to.
  • Legacy authentication blockedOld sign-in methods that skip MFA turned off unless something genuinely needs them.
  • Overseas sign-ins challengedBlocked, or stepped up, depending on how your people work.
  • Device rulesSensitive data only on compliant devices.

Backup

Recovery is your job, not Microsoft's.

Microsoft keeps the service running. Getting data back after a mistake, an attack or a departed staff member is on you. Deleted user accounts only stay recoverable for about 30 days, so anything you need to keep longer needs its own backup.

  • Independent copyOutside the tenant, with retention that matches your record-keeping.
  • Tested restoreDated and signed off.
  • Leaver retentionPlanned before the account is deleted.

Licences

Most tenants carry licences they don't need.

  • The right mixBusiness Basic, Standard, Premium or E-plans, matched to what people actually do.
  • Features switched onDefender, Intune and Conditional Access used, not just paid for.
  • No double-payingThird-party tools that duplicate what you already license.

Data and privacy

Where your data lives is a leadership question.

Privacy Act obligations attach to the data, not the platform. The check confirms your tenant's region, what Microsoft's Australian data residency commitments cover (including Copilot), and whether sensitive content is labelled.

  • Tenant regionConfirmed from the tenant itself.
  • Copilot and AIWhat's covered by Microsoft's data residency commitments.
  • Sensitivity labelsOn financial, HR and client records.

Microsoft Learn, data residency for Microsoft 365 Copilot, checked 30 October 2026.

How it runs

Read-only, start to finish.

  1. Step 1Read-only access

    No changes made.

  2. Step 2Evidence pulled

    From the tenant, not a questionnaire.

  3. Step 3Written report

    Each question answered, ranked fixes.

  4. Step 4Walk-through

    With leadership and whoever runs IT.

Questions

What leaders ask about a tenant health check.

Who is this for?

Directors and managers who need to know their Microsoft 365 is in order without reading admin consoles. Every question here should have a written answer and a piece of evidence.

Doesn't Microsoft back up our data?

Microsoft runs the platform and keeps it available. Getting your data back after a deletion, a ransomware attack or a leaver whose account has gone is your job. Deleted user accounts only stay recoverable for about 30 days.

Where is our data stored?

Most Australian tenants are in Microsoft's Australian data centres. Australian tenants are also covered by Microsoft's data residency commitments for Copilot in its Product Terms. We confirm your tenant's location and what's covered during the check.

How long does the health check take?

It's narrower than a full cyber security audit, so it's quicker. We give you a timeline with the quote, based on your tenant's size.

What do we get?

A written answer to each question, the evidence behind it, and a ranked list of what to fix first. It's yours to keep, whoever fixes it.

Next step

Want written answers?

Book a health check. Read-only, and the report is yours.

Chip, the Real Bytes support assistant

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