Microsoft 365 Support Checklist

MFA on the tenant, not a memo

Microsoft 365 is where mail, calendar, Teams, and — if you set it up — the files actually live. It is also the easiest place for a phished password to become a wired-money problem. The first item on a support checklist is MFA for every real user, including the owner who “doesn’t want to be bothered.” Shared mailboxes should not be a second password on a whiteboard. If a seasonal hire needs mail, they get their own sign-in that you can turn off in September.

Izzo Network handles Microsoft 365 and cloud support from Mays Landing, NJ. We are not a licensing broker with a helpdesk in another region. When MFA is half-on, or the global admin is a former employee’s Hotmail, that is the first cleanup — before anyone talks about new laptops.

Files in the tenant, not a desktop called Shared

If the office “files” are a folder on one PC that happens to be turned on, you do not have cloud files. You have a desktop with a hopeful name. Put the documents in SharePoint or Teams with permissions you can explain, and stop mapping a twelve-year-old drive letter that dies when that PC sleeps. Backup of Microsoft 365 is a separate question from “it is in the cloud so it is safe.” The cloud is Microsoft’s building. Retention and a restore path are still yours.

Licensing should match how people work. A shop that never opens Teams does not need a speech about copilot. A shop that lives in email needs mail that flows, and a spam path that is not the owner’s personal Gmail forwarding trick from 2016. We will say what you are actually using.

Local help when Outlook breaks

Outlook profile corruption, a stuck mobile device, a mailbox that filled because nobody was watching — these are not tickets that should bounce between a national desk and a web form. They are twenty minutes with someone who can sit in the office or take remote control and already knows you are in Atlantic County, not a generic “northeast SMB.” That is the rest of the checklist: a person.

Offboarding belongs on the same list as MFA. When a seasonal hire leaves in September, their mailbox, the shared calendar they were added to, and the Teams guest they forwarded to a personal Gmail should leave with them. A former employee who can still open invoices is not a Microsoft problem. It is an admin-role problem. We walk that list when we take on the tenant: owner, bookkeeper, front desk, last summer’s names still sitting in Azure AD.

Call 609-415-0011. Mays Landing, NJ. If Outlook is already down, say so in the first sentence. If you are trying to get ahead of it, we will start with MFA, admin roles, and where the files really live.