Microsoft 365 Security Assessment | Sourcepass Microsoft Expertise

About the Sourcepass MCOE
Microsoft 365 Assessment

Microsoft 365 has become the operational backbone of most businesses and the primary target for cyber threats. Yet many organizations lack visibility into critical security, governance, and configuration gaps that can increase risk, slow productivity, and limit the return on their Microsoft investment.

The Sourcepass Microsoft 365 Security Assessment provides a comprehensive evaluation of your Microsoft 365 environment, identifying security weaknesses, operational inefficiencies, compliance risks, and opportunities for improvement across identity, email, devices, collaboration, data protection, and governance.

The result is a clear understanding of your current state and a prioritized roadmap for reducing risk and improving performance.

THE SOURCEPASS SOLUTION

The MCOE Assess Framework

The Sourcepass Microsoft 365 Security Assessment is the first stage of the Microsoft Center of Excellence (MCOE) engagement framework.

During the Assess phase, Sourcepass establishes a comprehensive baseline of your Microsoft 365 environment, evaluates security and governance controls, identifies operational risks, and delivers strategic recommendations aligned to your business goals.

Rather than producing a list of technical findings, the assessment translates Microsoft 365 configurations into business risks, operational impacts, and prioritized opportunities for improvement.

ASSESS

Executive Summary &
Security Posture Overview

A leadership-focused summary that translates technical findings into business priorities and strategic recommendations. This includes:

Overall Microsoft 365 security posture review
Security maturity evaluation
Key risk observations
Executive findings summary
Strategic recommendations
Prioritized remediation roadmap

Outcome: Provides leadership with a clear understanding of organizational risk, investment priorities, and recommended next steps.

TEMPLATE ON PAGE & ROUNDED EDGE PHOTOSGRAPHIC 2026 (7)

Microsoft Secure Score & Security Maturity Assessment

Evaluate how your environment aligns with Microsoft's security recommendations and industry best practices. This includes:

Secure Score assessment
Security maturity benchmarking
Configuration gap analysis
Control effectiveness review
Prioritized improvement opportunities

Outcome: Helps focus investments on the initiatives that deliver the greatest reduction in organizational risk.

TEMPLATE ON PAGE & ROUNDED EDGE PHOTOSGRAPHIC 2026 (6)

Microsoft 365 Security Baseline Review

Assess critical security controls across the Microsoft ecosystem against established best practices and security frameworks. This includes:

Cross-workload security control assessment
Configuration consistency analysis
Security framework alignment
Control coverage review
Priority remediation recommendations

Outcome: Delivers a comprehensive view of security strengths, weaknesses, and improvement opportunities across the Microsoft 365 environment.

TEMPLATE ON PAGE & ROUNDED EDGE PHOTOSGRAPHIC 2026 (7)

Key Business Outcomes
Microsoft Entra ID
Exchange Online Security
Microsoft Teams Security
Microsoft Intune
SharePoint & OneDrive
Microsoft Defender

Key Business Outcomes
What These Assessments Do

Organizations that complete a Microsoft 365 Security Assessment gain:
- A clear understanding of security and operational risk
- Increased visibility across the Microsoft 365 environment
- Prioritized recommendations based on business impact
- Stronger security controls and governance practices
- Improved compliance readiness
- Better utilization of existing Microsoft investments
- Reduced likelihood of security incidents and business disruption
- A roadmap to support future cloud and AI initiatives
Microsoft Entra ID
What This Assessment Does

Evaluate identity and access controls that protect users, accounts, applications, and business data.

Includes:
- User and administrator account review
- Multi-Factor Authentication (MFA) adoption
- Conditional Access review & recommendations
- Privileged Identity Management (PIM)
- Guest user governance
- Legacy authentication exposure
- Risk-based access controls
- Break-glass account readiness
- Identity governance review
Outcome: Reduces the likelihood of account compromise, unauthorized access, and identity-based attacks.
Exchange Online Security
What This Assessment Does

Assess the controls responsible for securing business communications and protecting users from email-based threats.

Includes:
- SPF validation
- DKIM configuration
- DMARC assessment
- Anti-phishing controls
- Anti-spam protections
- Anti-malware safeguards
- External forwarding controls
- Mailbox auditing configuration
- External sender protections
- Mail flow security review
Outcome: Reduces exposure to phishing attacks, business email compromise, and domain spoofing.
Microsoft Teams Security
What This Assessment Does

Review collaboration, communication, and meeting governance settings across Microsoft Teams.

Includes:
- Guest access controls
- External access policies
- Meeting security settings
- Anonymous participant controls
- Lobby and invitation settings
- Teams application governance
- Collaboration security controls
Outcome: Enables secure collaboration while reducing the risk of oversharing and unauthorized access.
Microsoft Intune
What This Assessment Does

Evaluate endpoint management, compliance, and device protection capabilities.

Includes:
- Device enrollment strategy
- Compliance policies
- Endpoint security baselines
- Device encryption coverage
- Patch management readiness
- Mobile device management controls
- Application protection policies
- Local administrator controls
- Application deployment governance
Outcome: Improves device visibility, operational consistency, and security across company-managed devices.
SharePoint & OneDrive
What This Assessment Does

Review file-sharing, access management, and collaboration governance controls.

Includes:
- External sharing policies
- Guest user permissions
- Link-sharing configuration
- Access governance settings
- Collaboration controls
- Data access management policies
- Sharing lifecycle controls
Outcome: Protects sensitive information while enabling secure collaboration across employees, partners, and clients.
Microsoft Defender
What This Assessment Does

Evaluate threat prevention, detection, and response capabilities across the Microsoft security platform.

Includes:
- Endpoint protection coverage
- Endpoint Detection & Response (EDR)
- Antivirus management
- Safe Links
- Safe Attachments
- Firewall management
- Attack Surface Reduction controls
- Tamper Protection
- Threat protection readiness
Outcome: Strengthens the organization's ability to prevent, detect, and respond to modern cyber threats.

Preparing for Microsoft Copilot
or AI Readiness

Establish the security, governance, and data protection foundation required to safely adopt AI technologies.

Cybersecurity
Improvement Initiatives

Identify high-priority security gaps and create a practical roadmap for reducing organizational risk.

Cyber Insurance
Reviews

Validate security controls and identify deficiencies that may affect eligibility, premiums, or renewal outcomes.

Microsoft 365 Optimization

Uncover opportunities to improve security, governance, productivity, and return on existing Microsoft investments.

Legacy Environment Cleanup

Identify and remediate inactive accounts, outdated configurations, excess permissions, and legacy settings that increase risk and complexity.

Defending Against Emerging M365 Threats

Assess and strengthen protections against evolving threats targeting Microsoft 365 identities, email, collaboration tools, and cloud workloads.

Business Growth and M&A Activity

Assess inherited environments, establish security baselines, and standardize controls across expanding organizations.

SPECIALIZED MICROSOFT EXPERTISE

Why Sourcepass MCOE?

Sourcepass MCOE is the dedicated Microsoft practice within Sourcepass, built to help organizations get more from Microsoft.

Every engagement is backed by specialized Microsoft expertise; two Pax8 Global Microsoft Copilot MVP Awards; Microsoft Solutions Partner designations across Security, AI Business Solutions, and Cloud & AI Platforms; and the national resources of one of the country’s top-ranked managed services providers.

Microsoft Cloud & AI Platforms 2026.09.02

Make Better Microsoft Decisions
With Better Visibility

You cannot effectively improve what you cannot clearly measure.

The Sourcepass Microsoft 365 Security Assessment provides an objective view of your Microsoft 365 environment, helping leadership understand risk, prioritize investments, and build a roadmap for security, compliance, operational efficiency, and long-term growth.

Schedule a Microsoft 365 Security Assessment consultation with the Sourcepass Microsoft Center of Excellence to establish your baseline, identify opportunities for improvement, and create a strategy aligned to your business goals.

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Microsoft 365Security Assessment

About the Sourcepass MCOEMicrosoft 365 Assessment

The Problem We Solve

Why It Matters

THE SOURCEPASS SOLUTION

The MCOE Assess Framework

What's Included

Executive Summary &Security Posture Overview

Microsoft Secure Score & Security Maturity Assessment

Microsoft 365 Security Baseline Review

More Included Assessments

Common Use Cases

Preparing for Microsoft Copilotor AI Readiness

CybersecurityImprovement Initiatives

Cyber InsuranceReviews