Microsoft 365 security assessment
Microsoft 365 Security Assessment for Identity, Access, and Risk Visibility
Microsoft 365 is where many businesses now hold email, files, identity, collaboration, security alerts, and client-sensitive work. A security assessment gives leadership a clearer view of the risks that matter before those settings affect AI, compliance, cyber insurance, or daily operations.
Bonelli Systems is an AI-first Information and IT Service Provider in Dallas, combining Microsoft 365, cybersecurity, compliance support, and Applied AI Engineering.
What the assessment should surface
Identity risk
MFA coverage, conditional access, privileged roles, stale accounts, guest users, and lifecycle gaps.
Access and sharing exposure
Over-shared SharePoint or Teams content, external links, risky groups, and access that no longer matches business need.
Security configuration
Defender, endpoint, mailbox, audit logging, alert routing, and policy posture across the tenant.
Evidence and remediation
Findings should become an ordered work plan with ownership, priority, business context, and follow-up evidence.
Why this matters before AI adoption
AI systems can amplify existing Microsoft 365 exposure. If sensitive files are visible to the wrong users, an AI assistant may simply make the exposure easier to discover. Assessment and remediation help reduce risk before AI rollout expands the blast radius.
For sensitive-data policy planning, read our guide to Microsoft 365 data loss prevention. It explains licensing, covered locations and policy testing. Agree assessment scope and any remediation work separately.
Assessment outcomes
Planning an assessment or reviewing findings? Use our 365 Security Assessment guides to prepare scope, interpret Secure Score, prioritize findings, organize compliance evidence and plan a retest.
- A prioritized Microsoft 365 security and governance findings list.
- Clear remediation recommendations tied to business risk.
- Support for executive, insurance, client-security, or compliance conversations.
- A path into managed remediation, monitoring, and readiness reviews.
Turn this into a practical operating plan.
Bonelli Systems helps teams connect AI goals, Microsoft 365 readiness, security controls, and compliance evidence into work that can be implemented, monitored, and improved.
Make Microsoft 365 AI readiness concrete.
Download the checklist, review the sample output, or request a readiness review before Copilot or private AI expands access to company data.
Frequently asked questions
What does a Microsoft 365 security assessment cover?
Identity and access (MFA, conditional access, privileged roles, stale and guest accounts), sharing exposure in SharePoint/Teams, Defender and mailbox posture, audit logging, and alert routing — scoped to the tenant and agreed outcomes.
How is this different from Secure Score alone?
Secure Score is one Microsoft signal. The assessment turns configuration and identity findings into a prioritized remediation list with business context, ownership, and follow-up evidence — not a single score chase.
Do you need Global Admin access?
Assessment work needs agreed admin access for the scoped review. Exact roles and duration are set during scoping; credentials are not collected through public forms.
What do we receive at the end?
A prioritized findings list, remediation recommendations tied to business risk, and a path into managed remediation or a retest when leadership wants one.
Can this support cyber insurance or client security questionnaires?
Findings and evidence from the assessment can support those conversations. Scope any attestation language separately; the assessment itself is a risk-visibility engagement.