Microsoft 365

You are probably paying for more than you use.

Almost every business we look at is carrying licences for people who left, sitting on a plan that does not match how they work, or paying separately for something already included. We licence you for what you actually use, set it up so it is secure, and review it every year.

The invoice this is about

Nobody in the building can tell you what you are paying Microsoft for.

The bill arrives monthly and it has crept up. Somewhere in it are seats for three people who left last year, a plan bought when you had different needs, and an add-on somebody enabled for a trial that never got switched off. Underneath that, half the features you are already paying for are switched off because nobody set them up.

None of this is anybody’s fault. Licensing changes constantly and nobody in a small business has the job of tracking it. It is also, every single time, worth an afternoon of somebody’s attention.

What actually gets done

Four things, in roughly this order.

First

Work out what you are paying for

Every licence, every seat, every add-on, against who actually works here and what they actually do. Empty seats come off. People on a plan heavier than their job needs come down.

This step pays for itself often enough that we lead with it.

Then

Turn on what you already own

Multi-factor authentication, device management, data loss rules, retention settings. Most businesses are paying for these and running with them off, which is the worst of both positions.

Switching them on properly is usually cheaper than the add-on product being pitched to solve the same problem.

Then

Make it work the way you work

Shared mailboxes, distribution lists, permissions that reflect your actual structure, files organised so people can find things without asking. Teams set up deliberately rather than growing by accident.

The dull configuration work is what separates 365 being useful from 365 being a place files go missing.

Ongoing

Keep it that way

New starters set up before their first morning and leavers shut down the same day, which is a security control as much as an administrative one. Licences reviewed yearly. New features assessed before they arrive rather than after somebody notices.

The thing worth knowing

Microsoft is not backing up your data.

It catches nearly everybody, and it is written plainly in Microsoft’s own terms. They guarantee the service stays available. Protecting your data from a deleted mailbox, a compromised account, or somebody clearing out a SharePoint site is explicitly your responsibility.

The built-in retention gives you a window measured in weeks, and it is not designed for the case where somebody deliberately destroys things or where nobody notices for two months. If your business runs on 365, this is the most likely hole in your recovery plan. More on backup and recovery.

  • Email and shared mailboxes
  • SharePoint and OneDrive
  • Teams files and conversations
  • Retention set to what you need

Included in the platform

What you get, in plain terms.

Depending on the plan. Part of our job is telling you which plan actually reaches the things on this list.

The everyday tools

  • Outlook, Word, Excel and PowerPoint, current versions
  • Teams for calls, chat and meetings
  • SharePoint and OneDrive for files
  • Works on computers, phones and tablets

Working anywhere

  • The same files from the office, home or a client site
  • Documents several people can edit at once
  • Company data reachable without a VPN to maintain
  • A new computer set up from almost nothing

Security you can use

  • Multi-factor authentication across every account
  • Rules about where company data is allowed to go
  • Company data wiped from a lost phone, personal data left alone
  • A record of who accessed what, when somebody asks

Choosing the plan

  • Business or enterprise, costed against your actual headcount
  • Frontline plans for staff who do not sit at a desk
  • Nonprofit pricing where your organisation qualifies
  • Canadian data residency where your obligations require it

Moving to it

  • Email migrated with history intact
  • Files moved with permissions rebuilt properly
  • Staged, so a problem affects one group rather than everyone
  • Staff shown what changes before it changes

What we watch

  • Licence count against real headcount, yearly
  • Storage growth, before it becomes a surprise
  • Sign-ins that do not look right
  • New features, assessed rather than switched on blindly

Questions we get asked

The things owners actually want to know.

Pulled from the central library, tagged for this page. All questions and answers →

Can you just take over the licences we already have?
Microsoft 365

Yes, and it is straightforward. Your data does not move and nobody notices a change. It usually comes with a licence review attached, because that is where the immediate saving tends to be.

Is our data stored in Canada?
Microsoft 365

It can be, and for healthcare, legal and public-sector work it usually should be. Microsoft operates Canadian regions, and it is set at the time the tenant is created, so it is worth deciding deliberately rather than discovering later.

Do we need Copilot?
Microsoft 365

Some people get real value from it and some do not, so the honest answer is to try it with a few staff before licensing everyone. Worth knowing first: it surfaces whatever a person already has access to, so if your file permissions are untidy it will find things people were not supposed to see. Tidy permissions first.

Our email keeps landing in people’s junk folders. Is that fixable?
Microsoft 365

Usually, yes, and it is more common than people realise. It is normally the records that tell other mail systems your email is genuinely yours being missing or wrong. It is a configuration job rather than a mystery, and it is worth doing because the same records make it harder for somebody to impersonate your domain.

Let us look at your licence bill.

Half an hour, no charge, and you keep the findings whatever you decide. We will tell you what you are paying for that you are not using.

Would rather write?

Send this and we will reply, usually the same business day. No call unless you want one.

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