The end of financial year is an ideal time for a structured Microsoft 365 review. Budgets are being set, licence renewals are coming up, and there's a natural prompt to audit what's changed over the past 12 months. Hamilton365 provides this practical EOFY checklist for M365 admins and business owners.
Confirm every assigned licence belongs to an active current staff member. Remove licences from departed staff. Review whether current licence types still match business needs. Check licence count versus actual headcount.
Does every account still belong to a current employee? Have role changes during the year led to privilege creep, access accumulated without old permissions being removed? Are all admin role assignments still appropriate? Remove guest accounts with no active business purpose.
Review Microsoft Secure Score and top recommended actions. Verify MFA status across all active users. Review Conditional Access policies for any required updates. Run SPF, DKIM, and DMARC lookups, all three should be correctly configured and DMARC should be progressing toward enforcement.
Microsoft's shared responsibility model does not include granular data backup. If there is no third-party backup solution for Exchange Online, SharePoint, and Teams data, EOFY is the right time to evaluate options.
Review enterprise applications in Entra ID. Check delegated MSP access. Remove any external access that no longer has a legitimate business purpose.
Use findings to inform IT planning, security investments, licence changes, and configuration projects. Hamilton365 provides EOFY M365 reviews for Brisbane businesses, including a written findings report and prioritised action plan for the year ahead.
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