Setup and baseline configuration for SMB Microsoft 365 plans
SMB Plan Setup (Business Basic/Standard/Premium) is designed to get your small or medium business up and running with Microsoft 365 productivity and collaboration tools. We work with you to configure core services such as email, file storage, Teams and SharePoint in a way that aligns with your business roles and operational needs. This foundation helps teams start productive work quickly and confidently.
In this engagement we confirm your chosen plan, verify licensing entitlements and implement essential configurations including security defaults, user identities and governance policies. We help you establish identity, email routing, Teams setup and baseline device controls so your environment is operationally ready. The outcome includes documented settings and guidance that you can use for ongoing administration and support.
Talk through your requirements and leave with a clear next-step plan.
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Service Overview
Highlights
- Plan selection and licence confirmation
- Tenant and domain setup
- User identity and access configuration
- Baseline security and governance settings
Business Benefits
- Streamlined onboarding for Microsoft 365 users
- Email and collaboration services ready for use
- Identity and access aligned to business roles
- Documented configuration for support teams
Typical use cases
- New businesses adopting Microsoft 365 for the first time
- Organisations moving from standalone email or legacy systems
- SMBs needing consistent baseline security settings
- IT teams establishing governance at initial setup
Objectives & deliverables
What Success Looks Like
- Confirm appropriate Business Basic, Standard or Premium plan for your needs
- Set up tenant, domain and core services
- Configure identities, email and collaboration settings
- Establish baseline security, access control and governance
- Document configurations and provide operational guidance
What You Get
- Verified plan and licensing confirmation
- Configured tenant with domain and user identities
- Email, Teams, OneDrive and SharePoint baseline setup
- Baseline security defaults and governance notes
- Handover documentation and next steps
How It Works
- Initial scoping and plan selection workshop
- Tenant and domain setup in Microsoft 365 admin centre
- User accounts and core service configuration
- Security defaults and access governance setup
- Validation, documentation and handover session
Engagement Options
- Basic Setup Only - Tenant, domain and user configuration
- Setup with Security Guidance - Adds baseline security configuration
- Standard Plan Optimised - Includes Teams and SharePoint configuration
- Premium Plan Focused - Includes device management and advanced security defaults
Additional Information
Prerequisites & licensing
Before this engagement begins, we require the following:
- Administrator access to Microsoft 365 tenant
- Chosen Microsoft 365 Business Basic, Standard or Premium plan
- Domain ownership or DNS control for email setup
- Stakeholder availability for scoping and validation
Security & Compliance Notes
- Security defaults and multifactor authentication are enabled by default within Microsoft 365 for business plans and should be reviewed as part of setup
- Advanced security features such as Conditional Access and Intune device management are available with Business Premium plans and configured if included
Common Bundles
Customers who use this service often bundle with these services
New Business Cloud Setup (Any Microsoft 365 Plan)
Set up a new Microsoft 365 tenant with secure identity, email, collaboration, and device foundations aligned to your chosen plan.
Business Premium Setup
Stand up Microsoft 365 Business Premium with identity, security, device management, and core workloads configured for predictable operations from day one.
Business Standard Setup
Stand up Microsoft 365 Business Standard with core workloads, desktop apps rollout, and starter governance for Teams and SharePoint.
Business Basic Setup
Setup Microsoft 365 Business Basic with domains, users, email, collaboration, storage, and security defaults, documented for confident day one operation.
Documentation Packs & Runbooks
Create professional documentation packs and runbooks that make deployments, migrations and daily operations supportable, auditable and consistent teams.
P1 Incident Management & Security Escalations
On-call P1 incident management providing rapid triage, coordinated escalation, evidence capture, and clear communications until critical services are restored.
Monthly Health Checks & Optimisation
Monthly health checks reviewing configuration, performance and security indicators, providing prioritised reporting, tuning actions and roadmap updates for reliable operations.
VIP Support & Escalation
Provide high touch VIP support for executives and critical users with priority routing, rapid resolution and discreet escalation.
2nd–4th Line Support (On‑Demand or Retainer)
Senior escalation support for complex Microsoft cloud incidents, providing rapid diagnosis, safe remediation, and clear handover through on-demand or retainer models.
Frequently Asked Questions
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