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Cheatsheet Overview
1. M365 Core Services & Architecture
- 1.1. Exchange Online: Mail flow troubleshooting, shared mailboxes, hybrid concepts.
- 1.2. SharePoint Online & OneDrive: External sharing configurations, site architecture, sync client troubleshooting.
- 1.3. Microsoft Teams: Meeting policies, app governance, and standardizing team creation.
- 1.4. Service-Wide: Troubleshooting issues and data consistency across the ecosystem.
2. Identity & Access (Entra ID)
- 2.1. Identity Lifecycle: Understanding the flow from HR systems to Active Directory to Entra ID (JML - Joiners, Movers, Leavers).
- 2.2. Conditional Access (CA): Best practices for CA policies, troubleshooting sign-in logs, and managing exclusions securely.
- 2.3. Authentication: MFA enforcement, Self-Service Password Reset (SSPR), and modern authentication protocols.
3. Governance & Compliance (Purview)
- 3.1. Data Loss Prevention (DLP): Triage workflows for DLP alerts and understanding policy scoping.
- 3.2. Information Protection: Sensitivity labels (content vs. container level) and practical deployment.
- 3.3. Data Lifecycle: Retention policies vs. retention labels, and eDiscovery basics.
4. Security (Defender)
- 4.1. Defender for Office 365: Managing “Safe Links” and “Safe Attachments” policies, and investigating phishing/spoofing alerts.
- 4.2. Defender for Endpoint (MDE): Device onboarding basics, EDR (Endpoint Detection and Response) sensor health, and interpreting vulnerability management scores.
- 4.3. Defender for Cloud Apps (CASB): Identifying “Shadow IT” through discovery logs and implementing session controls for unmanaged devices.
- 4.4. Defender for Identity & XDR: Understanding how signals are correlated across the portal and using Automated Investigation and Response (AIR) to remediate threats.
5. Other Key Services
- 5.1. Microsoft Intune (Endpoint Management): Configuration vs. compliance policies, device enrollment (Autopilot), and mobile application management (MAM).
- 5.2. Microsoft Copilot: Basic data readiness concepts (oversharing risks in SharePoint) and licensing constraints.
- 5.3. Power Platform: Core governance, environment strategies, and Power Platform DLP policies.
6. Incident Lifecycle & Decision Logic
- 6.1. ITIL Fundamentals: The very basics on the ITIL Framework.
- 6.2. Issue Ownership: Establishing a triage workflow for complex blockers before considering escalation.
- 6.3. The Escalation Framework: Creating a standardized template for genuine decision points (Context -> Business Impact -> Recommended Options).
- 6.4. Managing Ambiguity: How to operate when documentation is missing or incomplete.
7. Consulting & Stakeholder Management
- 7.1. The “Consultant Muscle”: Frameworks for reviewing solution requests against an existing strategy.
- 7.2. Constructive Pushback: How to confidently say “no” to non-standard approaches while providing technical reasoning and a compliant alternative.
- 7.3. Advising: Translating complex M365 guardrails into practical “how to do it properly” steps for delivery teams.
- 7.4. RAID/RAAIDD Logs: Leveraging logs as a technical shield to document risks, decisions, and dependencies for accountability and clear architectural handovers.