Microsoft 365 Consulting Services for Businesses
We design, review and evolve Microsoft 365 environments for organizations that need stronger security, better governance, well-aligned licensing, structured collaboration and a platform ready to scale, migrate or adopt Microsoft 365 Copilot. This page is the main entry point to our Microsoft consulting practice.
From a tenant that simply works to a platform designed and governed
Microsoft 365 environments can grow for years through user onboarding, license assignments, Teams, SharePoint sites, enterprise apps, guests and policies added by different administrators. Service availability does not necessarily mean the architecture, cost model or security posture are right.
Three ways to start depending on the problem you need to solve
Microsoft 365 Consulting is the main practice. When the need is more specific, Microsoft 365 Audit & Health Check and Microsoft Cybersecurity Consulting have dedicated pages with their own scope, methodology, deliverables and FAQs.
Microsoft 365 Consulting Services
Architecture, governance, identity, Exchange, Teams, SharePoint, OneDrive, Intune, Copilot, licensing and tenant evolution.
Explore the full consulting scopeMicrosoft 365 Audit & Health Check
A structured review of configuration, Entra, Exchange, Teams, SharePoint, Intune, security, licensing, Purview and Copilot readiness, with findings and a prioritized roadmap.
Explore Microsoft 365 AuditMicrosoft Cybersecurity Consulting
Security assessment and architecture for Microsoft 365 and Azure: Zero Trust, Entra, Defender, Sentinel, Purview, exposure, controls and a prioritized improvement roadmap.
Explore Microsoft Cybersecurity ConsultingSix signs Microsoft 365 needs a structured review
Consulting should not start with a list of products that “need to be enabled.” It starts with business, security, cost or operational problems that require informed technical decisions.
Licensing has grown without a clear model
E3, E5, Business Premium, add-ons and third-party services have accumulated without a clear view of usage, overlap or requirements by user group.
Teams and SharePoint have grown without governance
Duplicate sites and teams, missing owners, stale guests, external links, over-broad permissions or information that is increasingly difficult to find.
Security depends on historical configuration
MFA, Conditional Access, privileged accounts, enterprise applications and email protection exist, but the overall design has not been reviewed recently.
Intune is partial or not yet deployed
Corporate devices and BYOD access sensitive information with inconsistent levels of management, compliance and protection.
Copilot is planned before the data is ready
SharePoint permissions, oversharing, classification, DLP and governance are not yet ready for broader AI-assisted discovery.
The tenant has outgrown its original design
Mergers, new locations, growth, reorganizations or migrations mean that decisions that worked for 100 users may no longer fit an environment with 1,000.
Microsoft 365 is not one product: we design the system as a whole
The scope follows the problem. We can work on one discipline or connect several when identity, data, security, collaboration and devices depend on each other.
Microsoft Entra ID
Identity architecture, MFA, Conditional Access, roles, PIM, guests, enterprise applications and access design.
- Privileges and administrative accounts.
- Conditional Access and authentication.
- B2B, lifecycle and governance.

Exchange Online
Mail flow, domains, email authentication, mailboxes, delegation, retention, archiving and operational design.
- MX, SPF, DKIM and DMARC.
- Shared mailboxes and permissions.
- Email protection and governance.

Teams
Teams governance, meetings, external collaboration, lifecycle, naming, ownership, apps and adoption.
- Creation and lifecycle.
- Guests and external access.
- SharePoint integration.

SharePoint & OneDrive
Information architecture, hubs, permissions, external sharing, ownership, lifecycle and data readiness for AI.
- Governance and structure.
- Permissions and oversharing.
- OneDrive and personal work content.

Microsoft Intune
MDM/MAM, compliance, configuration, applications, Autopilot, BYOD and integration with access policies.
- Windows, mobile devices and apps.
- Compliance and configuration.
- Endpoint operating model.
Defender & Purview
Identity, endpoint, email and SaaS protection together with classification, DLP, retention, audit and data governance.
- Defender XDR and security posture.
- Purview and information protection.
- Zero Trust roadmap.
Microsoft 365 Copilot
Readiness, permissions, SharePoint, data, security, licensing, pilots, use cases and agent governance.
- Data readiness.
- Role-based pilot groups.
- Measurement and governance.
Power Platform
Governance for Power Apps, Power Automate, Power BI and automations connected to the Microsoft 365 ecosystem.
- Environments and DLP.
- ALM and ownership.
- Processes and reporting.
Licensing & operations
Review of SKUs, assignments, actual feature usage, administration, support and the Microsoft 365 operating model.
- Usage versus licensing.
- Overlap and capabilities.
- Optimization roadmap.
What we review before recommending changes in production
Not every engagement needs the same depth. We select the relevant domains and collect enough evidence to separate symptoms, material risks and design preferences.
We use Microsoft evidence, but we do not manage by score alone
Microsoft portals provide useful metrics and recommendations. We interpret them in the context of the tenant to build a proportionate, verifiable backlog.
Microsoft Secure Score
Helps measure security posture and surface recommended actions across identity, apps, devices and data. Not every recommendation is appropriate for every environment.
Official documentationAdoption Score
Provides signals for communication, meetings, content collaboration, teamwork, mobility and AI adoption. In 2026, the score is centered on People experiences.
Official documentationConditional Access
Microsoft describes Conditional Access as its Zero Trust policy engine. We review signals, exclusions, break-glass access, user impact and resilience before tightening access.
Official documentationMicrosoft Defender XDR
Correlates signals across endpoints, identities, email and applications according to the capabilities licensed and enabled in the environment.
Official documentationData readiness
Copilot respects existing permissions, so readiness includes reviewing access, SharePoint, Purview and overexposure before expanding AI-assisted discovery.
Data readiness guidanceUsage Analytics
Microsoft 365 usage reporting helps distinguish enabled users, active users and adoption patterns to support licensing and change decisions.
Official documentationWhat this means for the project: a high score does not replace architecture, risk analysis or validation. We use these signals as evidence to decide, prioritize and measure, not as a checklist that must be applied automatically.
Cross-workload consulting without turning the project into a product checklist
Each workload has its own administration model, but the important problems usually cross boundaries: a SharePoint permission affects Copilot; Intune compliance can feed Conditional Access; Exchange depends on identity and Defender; Teams depends on SharePoint and Entra.
Entra ID
Identity, authentication, access, guests, roles and applications.

Exchange Online
Email, domains, mail flow, delegation, retention and protection.

Teams
Collaboration, meetings, governance, external access and lifecycle.

SharePoint
Information architecture, sites, hubs, permissions, sharing and document governance.
OneDrive
Personal work data, sharing, lifecycle and user experience.

Intune
Endpoint management, MDM/MAM, compliance, apps, BYOD and Autopilot.
Defender
Protection, detection and response across email, endpoints, identity and SaaS.
Purview
Classification, DLP, retention, audit, eDiscovery and data governance.
Copilot
Readiness, data security, controls, use cases, rollout and measurement.
Power Platform
Automation, apps, BI, environments, DLP and low-code development governance.
Viva
Employee experience, communications, learning and insights where relevant.
Administration
Roles, processes, reporting, support, documentation and continuous improvement.
Microsoft 365 security that protects the environment without breaking how people work
The consulting scope connects identity, device, application, email and data. Tightening one policy without understanding dependencies can create lockouts; leaving it weak when the risk requires action creates unnecessary exposure.
Identity and access
- MFA and authentication methods.
- Conditional Access and exception scenarios.
- Privileged Identity Management where appropriate.
- Roles, administrative accounts and break-glass access.
- Guests, B2B and enterprise applications.
- User and access lifecycle.
Protection and response
- Defender for Office 365 and email protection.
- Defender for Endpoint and device posture.
- Defender for Identity / Cloud Apps when they are part of the architecture.
- Defender XDR, incidents and correlated signals.
- Microsoft Sentinel when SIEM/SOC capabilities are required.
- Remediation backlog prioritized by risk.
Optimizing Microsoft 365 is not about buying less: it is about putting capability where it creates value
We review licensing together with architecture and actual usage. A feature can look redundant until it becomes part of the security design; another may have been assigned for months without an active user who needs it.
We compare what each user group is assigned, which capabilities are actually used, which controls the target architecture requires and where external tools overlap. The output is not a list of “cheaper licenses”; it is a defensible assignment model.

Govern collaboration without turning Microsoft 365 into a maze of permissions
Teams, SharePoint and OneDrive share identity, content and permissions, but they serve different purposes. We define rules that let people work quickly without accumulating orphaned sites, permanent guests or sensitive information shared too broadly.
Creation and lifecycle
Who can create Teams/sites, naming, owners, expiration, archiving and review of inactive workspaces.
External sharing
Guests, anonymous links, allowed domains, expiration, ownership and controls proportionate to the data.
Discovery and Copilot
Permissions, oversharing, sensitive content and SharePoint/Purview controls before expanding AI-assisted discovery.
Information architecture
Hubs, navigation, metadata, search, ownership and document structures designed around real user behavior.
Copilot readiness before licensing at scale
Copilot works with the access each user already has. That means readiness does not start with the license assignment button; it starts with identity, permissions, SharePoint, data, security and governance.
What we review before a rollout
- Licensing, pilot population and use cases with measurable value.
- Permissions and oversharing risk in SharePoint and OneDrive.
- High-risk sites, ownership and broad access.
- Purview: sensitivity, DLP, audit and data controls where applicable.
- Governance for agents, apps and AI capabilities.
- Adoption, metrics, feedback and the support model.
Consulting that ends with decisions, roadmap and evidence
A consulting engagement should not end with a generic PowerPoint deck. The work always leaves priorities, owners, acceptance criteria and usable deliverables. If the customer wants MSAdvance to execute the improvements, implementation is added explicitly to the scope.
Objectives
Business problem, scope, stakeholders, constraints and the outcome the engagement must achieve.
Evidence
Configuration, usage, licensing, risks, dependencies, processes and environmental maturity.
Architecture
Target model, decisions, trade-offs, licensing and dependencies across workloads.
Roadmap
Quick wins, critical risks, backlog, owners, sequencing and relative effort.
Pilot
Validation with a controlled group when a change may affect access, users or data.
Remediation
Configuration and phased deployment when implementation is included in the scope.
Validation
Technical, functional and security checks against agreed acceptance criteria.
Operations
Documentation, knowledge transfer, open items and the model for ongoing improvement.
What should remain after a Microsoft 365 consulting engagement
The format depends on the project, but important knowledge should not remain only in meetings. Decisions need to be understandable, executable and operable after the engagement ends.
Executive summary
Current situation, priorities, risks and decisions in language that IT and leadership can use.
Technical assessment
Findings, evidence, impact, dependencies and context for each domain reviewed.
Target architecture
Design, principles, components and decisions that define the future state.
Prioritized roadmap
Actions sequenced by risk, value, effort, dependency and urgency.
Licensing matrix
Where applicable: user groups, SKUs, required capabilities and optimization opportunities.
Remediation plan
Configurations, pilots, changes, owners and acceptance criteria.
Operational documentation
Runbooks, procedures, ownership and decisions that need to be maintained.
Handover
Knowledge transfer, outstanding items and recommendations for the next phases.
Consulting, audit, cybersecurity, migration and operations answer different needs
Separating these intents helps users enter through the problem they recognize and gives search engines and AI systems a clearer understanding of how the service family is structured.
Make decisions, define architecture and governance, and prioritize tenant evolution.
When the need spans several workloads or requires target design and roadmap. Explore the full scope.
Review the current state, document findings, risk, priorities and improvement opportunities.
When you first need to understand “where are we now?” before making changes. Explore the audit.
Assess and design Microsoft 365 and Azure security architecture using a Zero Trust approach.
When identity, protection, exposure, XDR/SIEM or data security are the main focus. Explore cybersecurity consulting.
Move data, workloads, identities or services between platforms or tenants.
When a defined source and target already exist. Explore migrations.
Administer, support, govern and optimize Microsoft 365 and Azure on an ongoing basis.
When the need continues after the project. Explore Managed Services.

Microsoft specialists experienced in projects that cross multiple domains
A Microsoft 365 decision rarely exists in isolation. Our work regularly combines migration, identity, security, collaboration, devices, data and operations, which helps us assess consequences before changing one part of the tenant.
Published projects involving thousands of users and devices across security and Modern Workplace scenarios.
Classification, DLP, sensitivity labels and retention for organizations with information governance requirements.
Experience that helps design the tenant with dependencies, adoption and ongoing operations in mind.
What we need to prepare a useful proposal
There is no universal per-user price for Microsoft 365 consulting. Effort depends on depth, workloads, the number of decisions and workshops, remediation requirements and documentation. With a short description of the environment, we can recommend the right engagement model.
Common questions about Microsoft 365 consulting services
Direct answers about scope, cost, security, licensing, Copilot and how consulting differs from other Microsoft 365 services.
What is Microsoft 365 consulting?
Microsoft 365 consulting is a specialist service for assessing, designing, optimizing or implementing Microsoft 365. It can cover Entra ID, Exchange Online, Teams, SharePoint, OneDrive, Intune, Defender, Purview, Copilot, licensing, governance and operations. The scope is defined around the problem the organization needs to solve.
What does a Microsoft 365 consultant do?
A Microsoft 365 consultant gathers requirements and tenant evidence, analyzes configuration, dependencies, licensing and risks, proposes architecture or an improvement plan, and may also support implementation and validation. The role is not simply to enable products; it should explain trade-offs, impact and priorities.
When should a company hire Microsoft 365 consulting services?
Typical triggers include a tenant that has grown without a clear design, uncertainty around security or licensing, Teams and SharePoint governance issues, incomplete Intune deployment, Copilot preparation, a migration or merger, or an internal IT team that needs specialist architecture for a specific decision.
How much does Microsoft 365 consulting cost?
There is no single correct per-user rate. Cost depends on the workloads reviewed, environment size and complexity, workshops, evidence depth, implementation requirements and deliverables. To scope a proposal, we typically need the user count, objective, technologies involved and the outcome expected.
Does Microsoft 365 consulting include a security assessment?
It can, when security is part of the agreed scope. Consulting is usually broader than an audit: in addition to assessing the environment, it can define architecture, prioritize remediation and support implementation. An audit is more focused on evaluating and documenting the current state against defined criteria.
Can you review whether we are overpaying for Microsoft 365?
Yes. We review SKUs, assignments, activity, required capabilities, user groups and potential overlap. The objective is not indiscriminate license reduction; it is to align licensing with usage, security, compliance and the target architecture.
Do you work with Microsoft 365 E3, E5 and Business Premium?
Yes. Architecture should be driven by capabilities and requirements, not by one preferred plan. We review which features are available in the current licensing and when an additional capability has a justified technical or business case.
Can the consulting scope include Entra ID, Intune, Defender and Purview?
Yes. These are common domains in a modern Microsoft 365 architecture. They can be reviewed independently or together, for example by using Intune compliance as a signal for Conditional Access or integrating Defender and Purview into the security and data governance model.
Can you help prepare Microsoft 365 for Copilot?
Yes. Copilot readiness can include licensing, pilot-user selection, SharePoint and OneDrive permissions, oversharing risk, Purview, security, agent governance, use cases, rollout and measurement. Copilot uses existing access permissions, so the quality of the permission model is critical.
Is Microsoft Secure Score enough to know whether a tenant is secure?
No. Secure Score is a useful signal and Microsoft describes it as a way to measure posture and identify recommended actions, but security must be balanced with usability and not every recommendation is appropriate for every environment. We use it as evidence, not as the only target.
Does the consulting engagement include implementation?
It can. We distinguish advisory/assessment from execution so the customer knows exactly what is included. When we implement changes, we use pilots or phased deployments for sensitive changes and validate the outcome against agreed criteria.
Does MSAdvance work only with companies in Spain?
No. MSAdvance is based in Spain and provides remote services to organizations in Spain and other countries. Coordination, change windows, documentation and time-zone requirements are defined for each project.
Tell us what needs to improve and we will turn the problem into a clear technical scope
You may come with a specific need—licensing, security, Intune, SharePoint or Copilot—or simply the sense that the tenant has grown without enough control. If you need a tenant-wide review, start with the Microsoft 365 Audit & Health Check; if security is the primary concern, start with Microsoft Cybersecurity Consulting.





