SOP — Subscribe to and Manage Microsoft 365

Version 1.0
Date 2026-06-22
Example domain mptwork.com
Example tenant mptwork.onmicrosoft.com
Companion SOP Device management & endpoint protection — sop-m365-intune-defender-soc2-iso27001.md
Throughout, replace the example values (mptwork.com, sample users) with your own. Always copy the exact domain-verification and MX values from the admin center — the ones below follow Microsoft's standard pattern but the verification token is unique to your tenant.

Part 1 — Subscribe (create the tenant)

  1. In a browser, go to https://www.microsoft.com/microsoft-365 and choose a plan (this example uses Microsoft 365 Business Premium). Select Try free or Buy now.
  2. On the sign-up form enter your business email and details. When prompted for an initial sign-in, create the tenant identity:
    • Initial admin: admin@mptwork.onmicrosoft.com
    • This creates the tenant mptwork.onmicrosoft.com with a Global Administrator.
  3. Complete identity verification (phone code) and payment, then choose the number of seats.
  4. Sign in to the Microsoft 365 admin center at https://admin.microsoft.com.
  5. Go to Billing → Your products and confirm the subscription and seat count.
  6. Go to Settings → Org settings → Organization profile and set the data location, and under Release preferences set a pilot group to Targeted release if you want to preview changes.

Part 2 — Add and verify the domain mptwork.com

  1. In the admin center, go to Settings → Domains → Add domain, and enter mptwork.com.
  2. Return to the wizard and click Verify. (DNS can take up to ~30 minutes to propagate.)
  3. Set the default domain: Settings → Domains → select mptwork.comSet as default, so new users default to name@mptwork.com.
  4. Harden mail authentication:
    • DKIM: in the Defender portal (https://security.microsoft.com) → Email & collaboration → Policies & rules → Threat policies → DKIM, enable signing for mptwork.com. Publish the two CNAMEs it provides:
      • selector1._domainkeyselector1-mptwork-com._domainkey.mptwork.onmicrosoft.com
      • selector2._domainkeyselector2-mptwork-com._domainkey.mptwork.onmicrosoft.com

DMARC: add a TXT record:

Type Host Value
TXT _dmarc v=DMARC1; p=quarantine; rua=mailto:dmarc@mptwork.com

Add the service records below at your DNS host. If Microsoft is your DNS provider or you choose "let Microsoft set up records," most are added automatically; otherwise add them manually:

Type Host / Name Value Notes
MX @ mptwork-com.mail.protection.outlook.com Priority 0
TXT @ v=spf1 include:spf.protection.outlook.com -all SPF
CNAME autodiscover autodiscover.outlook.com Outlook Autodiscover
CNAME sip sipdir.online.lync.com Teams
CNAME lyncdiscover webdir.online.lync.com Teams
SRV _sip._tls sipdir.online.lync.com · port 443 · prio 100 · wt 1 Teams
SRV _sipfederationtls._tcp sipfed.online.lync.com · port 5061 · prio 100 · wt 1 Teams federation
CNAME enterpriseregistration enterpriseregistration.windows.net Device/MDM enrollment
CNAME enterpriseenrollment enterpriseenrollment.manage.microsoft.com Device/MDM enrollment

Microsoft shows a TXT verification record. At your DNS host (where mptwork.com is registered), add it:

Type Host Value
TXT @ MS=msXXXXXXXX (copy the exact token from the admin center)

Part 3 — Administrative roles and emergency access

  1. In the Microsoft Entra admin center (https://entra.microsoft.com) → Roles & admins, assign least-privilege roles (e.g., Exchange Administrator, Helpdesk Administrator) rather than Global Administrator.
  2. Create two break-glass Global Admin accounts and keep them on the initial domain so they survive any mptwork.com DNS issue:
    • bg-admin1@mptwork.onmicrosoft.com
    • bg-admin2@mptwork.onmicrosoft.com Use long unique passwords, store them offline, and exclude them from Conditional Access (Part 7).
  3. Keep standing Global Admins under five; with Entra ID P2 enable Privileged Identity Management for just-in-time elevation.

Part 4 — Users, groups, and licenses

  1. Create a user: admin center → Users → Active users → Add a user:
    • Display name: Jane Smith
    • Username: jsmith@mptwork.com
    • Assign a license (or leave to group-based licensing below).
    • For bulk creation, use Add multiple users with a CSV.
  2. Create groups: admin center → Teams & groups → Active teams & groups → Add a group:
    • Security group Licensing-BizPremium (for license assignment)
    • Microsoft 365 group All-Staff@mptwork.com (for collaboration/distribution)
  3. Group-based licensing: Entra admin center → Billing/Licenses → select Microsoft 365 Business Premium → Assign → add the Licensing-BizPremium group. Membership now grants/revokes licenses automatically.

Joiner / mover / leaver procedure:

Event Steps
Joiner Create name@mptwork.com, add to Licensing-BizPremium and relevant groups, set manager, send MFA-setup instructions
Mover Update group membership so access and licenses follow the role change
Leaver Block sign-in, revoke sessions, convert mailbox to shared (preserves mail without a license), reassign OneDrive, remove from licensing group after a grace period

Part 5 — Configure email (Exchange Online)

  1. Open the Exchange admin center (https://admin.exchange.microsoft.com).
  2. Confirm mptwork.com is an accepted domain and that mail flows (send a test to/from an external address).
  3. Create a shared mailbox for general contact: Recipients → Mailboxes → Add a shared mailboxinfo@mptwork.com, then grant team members access. Shared mailboxes don't need a license under 50 GB.
  4. Create distribution lists / room mailboxes as needed and verify SPF/DKIM/DMARC are passing (use a mail-tester or message header analysis).

Part 6 — SharePoint, OneDrive, and Teams

  1. SharePoint admin center (linked from the M365 admin center): set organization external sharing to the least-permissive level your business needs (e.g., "New and existing guests" with an allow-list, or "Existing guests only"), and set default OneDrive storage.
  2. Teams admin center (https://admin.teams.microsoft.com): set org-wide messaging, meeting, and guest/external access policies consistent with the SharePoint sharing posture; decide who may create teams (governance).
  3. Provision the initial sites/teams (e.g., a Company communication site and per-department teams).

Part 7 — Security baseline

  1. Enforce MFA: Entra admin center → Protection → Conditional Access → create a policy requiring MFA for all users (exclude the two bg-admin* accounts). For the smallest tenants, security defaults is the simpler option.
  2. Add a policy to block legacy authentication.
  3. After devices are enrolled (companion SOP), add a Conditional Access policy to require a compliant device for access to Microsoft 365.
  4. Enable self-service password reset (Entra → Protection → Password reset).
  5. Open the Defender portal (https://security.microsoft.com) and work the Microsoft Secure Score recommendations; track it as your security KPI.
  6. Logging: use Entra audit and sign-in logs plus Defender XDR; forward to Microsoft Sentinel or a third-party SIEM for retention.
  7. Backup: Microsoft 365 has retention but no full backup by default — adopt Microsoft 365 Backup (native, consumption-based) or a third-party backup (Veeam, Druva, AvePoint) for Exchange/SharePoint/OneDrive/Teams.
  8. Device management (Intune enrollment, compliance, Defender endpoint protection) is in the companion SOP.

Part 8 — Ongoing management

Cadence Activity
Daily / as needed Service health dashboard; security alerts; helpdesk (password resets, access)
Weekly Message center (upcoming changes) and the Microsoft 365 roadmap; Secure Score
Monthly License/seat reconciliation and cost review; group membership/access review; usage & adoption reports
Quarterly Admin role + Conditional Access review; access recertification; verify a backup restore; DNS/cert expiry checks
Ongoing Run JML for every joiner/mover/leaver; document configuration changes via change management

Admin centers

Console URL
Microsoft 365 admin admin.microsoft.com
Microsoft Entra admin entra.microsoft.com
Exchange admin admin.exchange.microsoft.com
Teams admin admin.teams.microsoft.com
Defender security.microsoft.com
Intune intune.microsoft.com

Appendix — Complete DNS record set for mptwork.com

Purpose Type Host Value Priority
Verify domain TXT @ MS=msXXXXXXXX (unique token)
Mail routing MX @ mptwork-com.mail.protection.outlook.com 0
SPF TXT @ v=spf1 include:spf.protection.outlook.com -all
DKIM 1 CNAME selector1._domainkey selector1-mptwork-com._domainkey.mptwork.onmicrosoft.com
DKIM 2 CNAME selector2._domainkey selector2-mptwork-com._domainkey.mptwork.onmicrosoft.com
DMARC TXT _dmarc v=DMARC1; p=quarantine; rua=mailto:dmarc@mptwork.com
Autodiscover CNAME autodiscover autodiscover.outlook.com
Teams CNAME sip sipdir.online.lync.com
Teams CNAME lyncdiscover webdir.online.lync.com
Teams SRV _sip._tls sipdir.online.lync.com port 443 100
Teams federation SRV _sipfederationtls._tcp sipfed.online.lync.com port 5061 100
MDM enrollment CNAME enterpriseregistration enterpriseregistration.windows.net
MDM enrollment CNAME enterpriseenrollment enterpriseenrollment.manage.microsoft.com
Caveat: the domain-verification token and the exact MX host are shown in your admin center — copy them from there. Microsoft re-packages plans, features, and pricing frequently, so verify current details before committing.

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