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Cloud Penetration Testing

Microsoft 365 Security Assessment: Entra ID, Exchange and Tenant Review

An independent Microsoft 365 security audit of your tenant: sign-in and MFA policies, admin roles, email, sharing and Defender settings, checked against Microsoft guidance and tested from the position of a compromised user. You get a prioritised plan to fix what matters, not a raw export of settings.

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  • Entra ID, Exchange, SharePoint, Teams and Defender
  • Read-only admin access to your tenant
  • Prioritised remediation plan, retest available

The short answer

A Microsoft 365 security assessment is an independent review of how your tenant is configured: Entra ID sign-in and MFA policies, privileged admin roles, Exchange Online mail flow and forwarding, SharePoint and Teams sharing, and Defender protections. The riskiest gaps are tested by hand from a user account, and every finding gets a risk rating and a specific fix.

On this page
  1. What is a Microsoft 365 security assessment?
  2. What does a Microsoft 365 tenant review check?
  3. Microsoft 365 security checklist: what we check first
  4. How do you assess Entra ID, conditional access and MFA?
  5. How do you check Exchange Online and email security?
  6. What about SharePoint, OneDrive and Teams sharing?
  7. Is Microsoft Secure Score or a free tool enough?
  8. How does the assessment run?
  9. What do you get in the report?
  10. How does this fit with Cyber Essentials, Azure and phishing tests?
  11. What affects the cost of a Microsoft 365 assessment?
  12. Why Sovereign Secure
  13. Next step

A Microsoft 365 security assessment shows how well your tenant would hold up if one password, one phone or one mailbox were compromised. We review the settings that decide that outcome (Entra ID sign-in rules, admin roles, Exchange Online mail flow, SharePoint and Teams sharing, and Defender protections) against Microsoft’s guidance and the CIS Microsoft 365 Foundations Benchmark. We then confirm the riskiest gaps by hand and give you a prioritised plan to close them.

It is the tenant-level part of our cloud penetration testing service, offered on its own because Microsoft 365 is where many organisations keep their email, files and identities. A single compromised mailbox can lead to invoice fraud, data loss or a foothold in the rest of your estate.

What is a Microsoft 365 security assessment?

It is an independent review of your side of Microsoft 365: the configuration, identities and data you control. Microsoft secures the service itself; you decide who can sign in, from where, with what, and what they can share. An M365 security assessment, also called an Office 365 security assessment, Office 365 security audit or tenant review, checks those decisions.

It combines two things. A configuration review reads your policies and settings across every workload in scope. Hands-on checks then use a standard test account to confirm what a compromised user could actually see, share, forward or consent to. Reviewing and testing your own tenant this way stays within Microsoft’s rules of engagement, which our guide to cloud penetration testing rules covers for Microsoft 365 as well as AWS and Azure.

What does a Microsoft 365 tenant review check?

Every area where a configuration choice changes your exposure:

Area What we review Weaknesses we look for
Entra ID sign-in Conditional access policies, security defaults, MFA methods and registration, legacy authentication Accounts excluded from MFA, legacy protocols still allowed, weak methods available to admins
Privileged roles Global Administrator and other admin role assignments, emergency access accounts, Privileged Identity Management where licensed Too many standing admins, admin rights on everyday accounts, admin accounts synced from on-premises
Apps and consent Enterprise applications, app registrations, user consent settings, granted permissions Users able to grant apps access to their mail and files, unused apps holding broad permissions
Exchange Online Mail flow rules, connectors, external forwarding controls, mailbox permissions, SPF, DKIM and DMARC Automatic forwarding to outside addresses, DMARC left at monitoring only, unsigned outbound mail
SharePoint, OneDrive and Teams Sharing levels, default link types, guest access and reviews, Teams external access and meeting settings “Anyone” links as the default, guests never reviewed, open external chat
Defender and devices Defender for Office 365 policies (Safe Links, Safe Attachments, anti-phishing), Intune compliance and Defender for Endpoint where licensed Protection left at defaults or not applied to every user
Logging and alerting Audit logging, sign-in logs, alert policies Gaps that would leave you unable to investigate a compromised mailbox

Microsoft 365 security checklist: what we check first

These are the settings we look at first in every tenant, because each one decides how far a single compromised account could go. The last column shows where each check sits in the CIS Microsoft 365 Foundations Benchmark, which groups its recommendations by admin centre. Recommendation numbers change between benchmark versions, so the report cites the version used.

Setting Why it matters CIS benchmark area
MFA enforced for every account through conditional access or security defaults, with only emergency access accounts excluded An excluded group or service account is often the gap an attacker uses Microsoft Entra admin center
Legacy authentication blocked Legacy protocols cannot use MFA, so they bypass it Microsoft Entra admin center
Phishing-resistant MFA for administrators, such as FIDO2 security keys, passkeys or Windows Hello for Business Admin accounts are the most valuable ones to phish Microsoft Entra admin center
Few standing Global Administrators, on cloud-only accounts kept separate from everyday use Limits the damage one compromised admin can do Microsoft 365 admin center
User consent to applications restricted Stops users granting unknown apps access to their mail and files Microsoft Entra admin center
Automatic forwarding to external addresses blocked, with alerts on new forwarding rules Forwarding is a classic next step after a mailbox takeover Exchange admin center
SPF, DKIM and DMARC set for every domain, with DMARC enforcing Stops others sending mail that appears to come from you Microsoft 365 Defender
Safe Links, Safe Attachments and anti-phishing policies applied to every user Protection left at defaults, or missing for some users, lets phishing through Microsoft 365 Defender
External sharing limited, “Anyone” links not the default and guest access reviewed Sharing settings decide how far your data can travel unnoticed SharePoint admin center
Teams external access and guest access set to match how the business works Open external chat is a route for phishing and data loss Microsoft Teams admin center
Audit logging switched on and searchable Without logs you cannot investigate a compromised mailbox Microsoft Purview

How do you assess Entra ID, conditional access and MFA?

We start with identity, because in Microsoft 365 the sign-in is the perimeter. The question is not whether MFA is switched on but whether every route into the tenant is covered by it.

That means reading each conditional access policy for its exclusions, since an excluded group or service account is often the gap. We check that legacy authentication is blocked, that the only exclusions are your emergency access accounts and that those are protected by strong credentials and monitored, and that administrators use phishing-resistant methods such as FIDO2 security keys, passkeys or Windows Hello for Business. We also look at who can register MFA methods and from where, how guest accounts are governed, and whether risky sign-ins trigger anything when your licences support it.

For admin roles we count standing Global Administrators, check that admin accounts are cloud-only and separate from day-to-day accounts, and review Privileged Identity Management if you have it. If you are working towards certification, our page on Cyber Essentials MFA requirements sets out which accounts the scheme says must use MFA.

How do you check Exchange Online and email security?

We look for the settings an attacker relies on after taking over a mailbox, and the gaps that let others impersonate you.

After a takeover, the usual next steps are a hidden inbox rule, a forward to an outside address or a quiet change to a supplier’s bank details: the classic route to business email compromise. We check outbound forwarding controls, mail flow rules, connectors, mailbox delegation and whether alerts fire when someone creates a forwarding rule. Our test account then tries the same moves so you can see what is blocked.

On the inbound and spoofing side we review anti-phishing and impersonation protection, Safe Links and Safe Attachments, and SPF, DKIM and DMARC for every domain you own, including domains that never send mail. The NCSC’s email security and anti-spoofing guidance explains how these records work together so that receiving servers can discard mail that fails the checks. Getting there means moving DMARC from monitoring to an enforcing policy, and we tell you what stands in the way.

What about SharePoint, OneDrive and Teams sharing?

Sharing settings decide how far your data can travel without anyone noticing. We review the organisation-wide sharing level, the default link type users get, expiry on anonymous links, and how site-level settings differ. In Teams we check guest access, external access to other organisations and how people outside the business can join meetings.

We then compare the settings with how the business actually works, because the right answer for a firm that collaborates with clients daily differs from one that never shares files externally.

Is Microsoft Secure Score or a free tool enough?

Secure Score and free configuration checkers are useful context, but they are not an assessment. Microsoft Secure Score measures how many of Microsoft’s recommendations you have adopted for your licences. Points can also be awarded when an action is marked as resolved through a third party or another mitigation, so the score may not match what is configured.

It also does not weigh exceptions, such as a conditional access policy that excludes a group of senior staff, or show what one compromised account could reach. We record your score at the start, explain which open recommendations matter for your risk and which you can reasonably accept, and report what the score cannot show.

Free tools work in a similar way. CISA’s ScubaGear, an open-source tool from the US Cybersecurity and Infrastructure Security Agency, compares a tenant with its Secure Cloud Business Applications (SCuBA) baselines, and community-built scripts do similar jobs. Running one before an assessment is worthwhile, and we can use its output as a starting point.

Aspect Secure Score or a free tool Microsoft 365 security assessment
What it checks Settings against a fixed list of recommendations Settings, exceptions and how policies combine
Context The same for every tenant Judged against how your business works
Hands-on testing None What a compromised user can see, share, forward or consent to
Output A score or a pass and fail list Risk-rated findings with the exact fix and a prioritised plan
Independence Self-run An independent review you can show auditors, customers and insurers

How does the assessment run?

Stage What happens
1. Scoping We agree the workloads, domains, licences and any hybrid identity setup in scope, then fix the price.
2. Access You grant a read-only role such as Global Reader and create a standard test account.
3. Configuration review We read policies and settings across Entra ID, Exchange Online, SharePoint, Teams and Defender.
4. Hands-on checks From the test account we confirm what a compromised user could see, share, forward or consent to.
5. Report and debrief We walk your team through the findings and the order to fix them in.
6. Retest If scoped into the proposal, we check your changes once they are made and update the report.

The hands-on checks follow the five stages of penetration testing on a smaller scale, from planning and reconnaissance to analysis and reporting, applied to a single tenant.

What do you get in the report?

  • An executive summary written for leadership and non-technical stakeholders.
  • Each finding with a risk rating, the exact setting and where to change it, and any licence it depends on.
  • A remediation plan in three tiers: fix now, fix next and plan for, so quick wins are not held up by larger projects.
  • Notes on how findings relate to the controls you are audited against, such as ISO 27001:2022 Annex A 5.15 (access control), 5.23 (information security for use of cloud services), 8.2 (privileged access rights) and 8.5 (secure authentication).
  • Where scoped, a retest of remediated findings and an updated report.

How does this fit with Cyber Essentials, Azure and phishing tests?

Microsoft 365 is a cloud service in Cyber Essentials scope, so the scheme’s requirements on MFA and administrator accounts apply to it, and our Cyber Essentials for Microsoft 365 guide maps the settings to each control. The assessment goes further than the question set, but fixing its findings usually makes certification easier.

Entra ID is shared with Azure, so if you also run workloads there, Azure penetration testing covers subscriptions, role assignments, storage and Key Vault. And because many tenant compromises start with a convincing email, a phishing simulation tests the people side alongside the configuration.

What affects the cost of a Microsoft 365 assessment?

We do not publish a set price, because effort depends on the tenant rather than the headcount:

Factor Why it changes the effort
Workloads in scope Exchange, SharePoint, Teams, Intune and Defender each add settings to review
Conditional access design Many policies with layered exclusions take longer to analyse than a few simple ones
Hybrid identity Synchronisation with on-premises Active Directory adds attack paths to examine
Domains Every domain needs its email authentication checked
Hands-on checks Testing from a compromised-user position adds time to a review-only engagement

Send us the basics through our penetration testing quote form and we will return a fixed price.

Why Sovereign Secure

  • We are a PCI SSC-approved Qualified Security Assessor (QSA) company and ISO 27001 certified, so reports are written to stand as audit evidence.
  • We are an IASME-licensed Cyber Essentials certification body, so we know how Microsoft 365 settings are judged in that scheme.
  • Our testers cover cloud, web, API, network, mobile, social engineering and red team work, so a tenant finding that leads elsewhere can be followed up.
  • Proposals are fixed-price, and a retest of remediated findings can be built in from the start.

Next step

Tell us which Microsoft 365 workloads you use, roughly how many users and domains you have, and whether you sync from on-premises Active Directory. We will confirm the scope and send a fixed-price proposal; we aim to reply within one working day.

Last reviewed October 2026 by the Sovereign Secure assessment team.

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FAQ

Frequently asked questions

Can't find your answer? Call us on +44 161 523 5276 or send us a message.

What is a Microsoft 365 security assessment?

It is an independent review of your Microsoft 365 tenant's security configuration, covering Entra ID identity and MFA, admin roles, Exchange Online, SharePoint, OneDrive and Teams sharing, and Defender policies. The riskiest settings are tested by hand and every finding comes with a specific fix.

What does a Microsoft 365 security assessment include?

A configuration review of Entra ID sign-in and MFA, admin roles, app consent, Exchange Online mail flow and email authentication, SharePoint, OneDrive and Teams sharing, Defender policies and audit logging; hands-on checks from a standard test account; and a report giving each finding a risk rating, the exact setting to change and a prioritised remediation plan.

How do I audit Office 365 security myself?

Start with four checks: who holds Global Administrator, whether conditional access or security defaults enforce MFA for every account, whether mail can be forwarded automatically to outside addresses, and how widely files can be shared with people outside the organisation. An independent assessment adds the exceptions and combinations a self-check tends to miss, and tests what a compromised user could actually do.

What access do you need to our tenant?

A read-only administrator role such as Global Reader for the configuration review, plus a standard licensed test account for the hands-on checks. We do not change your settings; your team makes the fixes, and a retest can be built into the proposal.

Will the assessment disrupt our users?

No. The configuration review is read-only, and hands-on checks run from a dedicated test account within Microsoft's rules of engagement. We agree timings in advance so your security team can recognise the activity in the logs.

Is Microsoft Secure Score the same as a security assessment?

No. Secure Score is a useful measure of how many of Microsoft's recommendations you have adopted, but it does not weigh the exceptions in your policies or show what an attacker could do with one compromised account. We use it as context and tell you which recommendations matter most for your risk.

Are there free Microsoft 365 security assessment tools?

Yes. Microsoft Secure Score is built into the Microsoft Defender portal, and CISA's open-source ScubaGear tool checks a tenant against CISA's Secure Cloud Business Applications (SCuBA) baselines. Both report on settings. A manual assessment adds judgement about which exceptions are acceptable, tests what a compromised account can actually reach and turns the results into a prioritised plan.

Does the assessment cover Azure subscriptions?

It covers Entra ID, which Microsoft 365 and Azure share, but not Azure resources such as virtual machines, storage accounts and Key Vault. Those are covered by Azure penetration testing, which can be scoped alongside it.

Will it help us pass Cyber Essentials?

It helps, because Microsoft 365 is a cloud service in Cyber Essentials scope and the scheme's MFA and admin account requirements apply to it. Our Cyber Essentials for Microsoft 365 guide maps the settings to each control; the assessment goes further than the question set requires.

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We aim to reply within one working day, and send a fixed quote once your scope is confirmed.

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