Microsoft 365 ConsultingMicrosoft PartnerConsulting · Audit · Cybersecurity

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.

Which Microsoft consulting service do you need? Use Microsoft 365 Consulting for architecture, governance, licensing, collaboration or tenant evolution; a Microsoft 365 Audit & Health Check when you need a structured review of the current environment; and Microsoft Cybersecurity Consulting when the primary focus is Zero Trust, Entra, Defender, Sentinel, Purview or cloud security.
Microsoft professionals working in an enterprise environment
Microsoft 365 · architecture & evolutionAssessment, design, security, governance, adoption and optimization.
Assess
Design
Improve
Operate
SpecializationMicrosoft PartnerMicrosoft 365, Azure, identity and security.
Track recordSince 2010Cloud consulting and delivery for organizations.
Scale51,000+users supported across Microsoft Cloud projects.
Organizations500+customers and organizations supported.
Team25+Microsoft certifications across our specialists.
Microsoft 365 Consulting

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.

Direct answer: Microsoft 365 consulting helps an organization understand its current state, decide what should change and prioritize improvements with real business and technical impact. It can be strategic, technical or both: from a focused decision to the design of identity, collaboration, security, endpoint management, data governance, Copilot or a complete roadmap. When execution is required, implementation is defined as a separate phase with its own scope and validation criteria.
AssessmentInventory, configuration, usage, licensing, risks, dependencies and technical debt.
ArchitectureTarget model for identity, collaboration, devices, data, security and operations.
RemediationPrioritized changes, pilots, controlled implementation and validation.
EvolutionRoadmap, adoption, metrics and operations after the engagement.
Microsoft Consulting Services

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.

Main Hub

Microsoft 365 Consulting Services

Architecture, governance, identity, Exchange, Teams, SharePoint, OneDrive, Intune, Copilot, licensing and tenant evolution.

ArchitectureGovernanceLicensingCopilot
Explore the full consulting scope
Health Check

Microsoft 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.

AssessmentFindingsRiskRoadmap
Explore Microsoft 365 Audit
Microsoft Defender
Microsoft Security

Microsoft Cybersecurity Consulting

Security assessment and architecture for Microsoft 365 and Azure: Zero Trust, Entra, Defender, Sentinel, Purview, exposure, controls and a prioritized improvement roadmap.

Zero TrustEntraDefenderPurview
Explore Microsoft Cybersecurity Consulting
These pages are designed for different search and buying intents. This page acts as the Microsoft 365 Consulting hub; Audit/Health Check and Cybersecurity Consulting go deeper into two specialist needs while remaining part of the same consulting architecture.
When consulting creates value

Six 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.

01

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.

02

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.

03

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.

04

Intune is partial or not yet deployed

Corporate devices and BYOD access sensitive information with inconsistent levels of management, compliance and protection.

05

Copilot is planned before the data is ready

SharePoint permissions, oversharing, classification, DLP and governance are not yet ready for broader AI-assisted discovery.

06

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.

Consulting areas

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.

Identity

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
Email

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.
Microsoft Teams
Collaboration

Teams

Teams governance, meetings, external collaboration, lifecycle, naming, ownership, apps and adoption.

  • Creation and lifecycle.
  • Guests and external access.
  • SharePoint integration.
SharePoint Online
Content

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
Endpoints

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.
Security & Data

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.
Artificial intelligence

Microsoft 365 Copilot

Readiness, permissions, SharePoint, data, security, licensing, pilots, use cases and agent governance.

  • Data readiness.
  • Role-based pilot groups.
  • Measurement and governance.
Microsoft Power BI
Automation

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.
Cost

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.
Microsoft 365 Assessment

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.

ID
Identity and privilegesAdmins, roles, MFA, Conditional Access, guests, enterprise apps, authentication methods and emergency access accounts.
LIC
Licensing and consumptionAssigned SKUs, inactive users, underused capabilities, add-ons, user groups and potential functional overlap.
EXO
Exchange OnlineDomains, mail flow, protection, delegation, shared mailboxes, retention, archiving and operational configuration.
COL
Teams, SharePoint and OneDriveArchitecture, ownership, guests, external sharing, permissions, inactive sites, hubs, lifecycle and sensitive content.
DEV
Devices and applicationsEntra join, Intune, compliance, configuration, applications, BYOD, Autopilot and their relationship with access policies.
SEC
Microsoft securityDefender, Secure Score, exposure, email, endpoint, identity, cloud apps, alerts and compensating controls.
DAT
Data and compliancePurview, sensitivity labels, DLP, retention, audit, eDiscovery and regulatory requirements that form part of the scope.
OPS
Operations and governanceJoiner/mover/leaver processes, ownership, RACI, documentation, monitoring, changes, support and the internal team's operating capability.
Working principle: we do not treat every automated recommendation as mandatory. The target configuration is prioritized according to risk, business need, licensing, user impact and operational capability.
Microsoft signals and frameworks

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.

Security

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 documentation
Adoption

Adoption Score

Provides signals for communication, meetings, content collaboration, teamwork, mobility and AI adoption. In 2026, the score is centered on People experiences.

Official documentation
Identity

Conditional 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 documentation
XDR

Microsoft Defender XDR

Correlates signals across endpoints, identities, email and applications according to the capabilities licensed and enabled in the environment.

Official documentation
Copilot

Data readiness

Copilot respects existing permissions, so readiness includes reviewing access, SharePoint, Purview and overexposure before expanding AI-assisted discovery.

Data readiness guidance
Usage

Usage Analytics

Microsoft 365 usage reporting helps distinguish enabled users, active users and adoption patterns to support licensing and change decisions.

Official documentation

What 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.

Microsoft 365 ecosystem

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.

Identity and security

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.
Zero Trust: we use the principles of verify explicitly, use least privilege access and assume breach as a decision framework. It does not mean deploying every E5 capability or blocking by default without understanding business impact.
Licensing and cost

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.

Licensing reviewUsage · entitlement · need

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.

MSAdvance consultants reviewing Microsoft 365 licensing, security and architecture
Licensing is reviewed together with usage, security, architecture and operations, not as an isolated cost-cutting exercise.
01
SKU and assignment inventoryPlans, add-ons, active/inactive users and distribution across user groups.
02
Capability mappingWhich relevant features are included, which require additional licensing and which are not needed.
03
Technology overlapReview of external tools whose functions may overlap with the Microsoft stack, without assuming they are equivalent.
04
Target licensing modelAssignment by role, business need, security, compliance and operating requirements.
05
Periodic reviewA repeatable process so optimization does not depend on a one-off cleanup that gradually degrades again.
Teams, SharePoint and OneDrive

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.

GOV

Creation and lifecycle

Who can create Teams/sites, naming, owners, expiration, archiving and review of inactive workspaces.

EXT

External sharing

Guests, anonymous links, allowed domains, expiration, ownership and controls proportionate to the data.

AI

Discovery and Copilot

Permissions, oversharing, sensitive content and SharePoint/Purview controls before expanding AI-assisted discovery.

INFO

Information architecture

Hubs, navigation, metadata, search, ownership and document structures designed around real user behavior.

Microsoft 365 Copilot

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.
Important in 2026: Restricted SharePoint Search is being retired, and Microsoft is directing customers toward broader controls such as Restricted Content Discovery, SharePoint Advanced Management and Purview for discovery and governance.
Principle: Copilot does not bypass Microsoft 365 permissions, but it can make information a user could already access easier to discover. Correct permissions remain the fundamental control.
MSAdvance methodology

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.

01 · Align

Objectives

Business problem, scope, stakeholders, constraints and the outcome the engagement must achieve.

02 · Assess

Evidence

Configuration, usage, licensing, risks, dependencies, processes and environmental maturity.

03 · Design

Architecture

Target model, decisions, trade-offs, licensing and dependencies across workloads.

04 · Prioritize

Roadmap

Quick wins, critical risks, backlog, owners, sequencing and relative effort.

05 · Prove

Pilot

Validation with a controlled group when a change may affect access, users or data.

06 · Implement

Remediation

Configuration and phased deployment when implementation is included in the scope.

07 · Validate

Validation

Technical, functional and security checks against agreed acceptance criteria.

08 · Handover

Operations

Documentation, knowledge transfer, open items and the model for ongoing improvement.

Consulting deliverables

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.

01

Executive summary

Current situation, priorities, risks and decisions in language that IT and leadership can use.

02

Technical assessment

Findings, evidence, impact, dependencies and context for each domain reviewed.

03

Target architecture

Design, principles, components and decisions that define the future state.

04

Prioritized roadmap

Actions sequenced by risk, value, effort, dependency and urgency.

05

Licensing matrix

Where applicable: user groups, SKUs, required capabilities and optimization opportunities.

06

Remediation plan

Configurations, pilots, changes, owners and acceptance criteria.

07

Operational documentation

Runbooks, procedures, ownership and decisions that need to be maintained.

08

Handover

Knowledge transfer, outstanding items and recommendations for the next phases.

Choose the Right Service

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.

Service
Primary objective
When it fits
Microsoft 365 Consulting

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.

Microsoft 365 Audit & Health Check

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.

Microsoft Cybersecurity Consulting

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.

Microsoft 365 Migration

Move data, workloads, identities or services between platforms or tenants.

When a defined source and target already exist. Explore migrations.

Managed Services

Administer, support, govern and optimize Microsoft 365 and Azure on an ongoing basis.

When the need continues after the project. Explore Managed Services.

MSAdvance team working on Microsoft 365 projects
Why MSAdvance

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.

2010Year MSAdvance was founded.
500+organizations and projects supported.
25+Microsoft certifications across the team.
SecurityDefender, Sentinel, Intune and Entra

Published projects involving thousands of users and devices across security and Modern Workplace scenarios.

Data governanceMicrosoft Purview

Classification, DLP, sensitivity labels and retention for organizations with information governance requirements.

Cloud & M365Migration and consolidation

Experience that helps design the tenant with dependencies, adoption and ongoing operations in mind.

Sizing the engagement

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.

01
Number of usersApproximate size, locations, countries and relevant user groups.
02
Problem or objectiveWhat you need to change, decide, reduce, protect or improve.
03
WorkloadsExchange, Teams, SharePoint, OneDrive, Entra, Intune, Defender, Purview, Copilot or others.
04
Current licensingBusiness plans, E3/E5, add-ons and relevant third-party tools.
05
Tenant stateCloud-only or hybrid, number of tenants and recent changes.
06
Security and complianceInternal requirements, GDPR, ENS or other frameworks where they form part of the scope.
07
Expected deliverablesAssessment, architecture, roadmap, implementation, documentation or a combination.
08
Target dateDecisions, audits, license renewals, Copilot, migrations or business milestones.
Frequently asked questions

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.

Microsoft 365 Consulting

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.