What is a Microsoft 365 Health Check โ€” and why does your business need one?

A Microsoft 365 Health Check is a free 30-minute call where we review your current IT setup, identify gaps in your security and licencing, and give you an honest assessment โ€” with no obligation to do anything about it.

What is a Microsoft 365 Health Check?

A Microsoft 365 Health Check is exactly what it sounds like โ€” a thorough review of your Microsoft 365 environment to identify what's working well, what's missing, and what could be improved.

Most businesses set up Microsoft 365 โ€” or inherit it from a previous IT provider โ€” and never look under the bonnet. Security features are left unconfigured. Licences may not match the business's needs. Devices are unmanaged. And nobody notices until something goes wrong.

A health check surfaces all of this before it becomes a problem.

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Our health check is completely free
We offer a free 30-minute Microsoft 365 Health Check with no obligation. You'll get honest, specific feedback about your current setup โ€” whether you become a client or not. We find that businesses consistently find value in the call even if they don't need our ongoing services.

What does a health check cover?

1
Licence review
Are you on the right Microsoft 365 licence for your needs? Many businesses are on Basic when they need Premium โ€” or paying for Premium features they're not using.
2
Security configuration
Is MFA enforced? Are Conditional Access policies in place? Has Defender been configured? Are legacy authentication protocols blocked? We check the most critical security controls.
3
Device management
Are your devices enrolled in Intune? Are compliance policies enforced? Can you remotely wipe a device if it's stolen? Most SMEs have no visibility here.
4
Email security
Is anti-phishing configured? Are safe links and safe attachments enabled? Is your domain properly protected with DMARC, DKIM, and SPF? Email is the most common attack vector.
5
Data governance
How is your data shared? Are SharePoint permissions appropriate? Could data be leaked through overly permissive sharing links? This matters especially if you're considering Copilot.
6
Value assessment
Are you getting value from what you're paying for? We identify features you're paying for but not using, and areas where you might be overpaying for tools you don't need.

What you'll get from the call

At the end of your free 30-minute health check call, you'll have:

You'll also get a brief written summary after the call so you have something to refer back to โ€” even if you don't take any of our other services.

How the health check works

1

Book a 30-minute call via Calendly

Choose a time that works for you โ€” evenings and weekends available. No preparation needed on your part.

2

We ask you a few questions about your setup

What Microsoft 365 plan are you on? How many staff? Who manages your IT currently? What are your biggest IT concerns?

3

We review your environment

If you're happy to share your screen or give us read-only access to your admin centre, we can review your actual configuration. If not, we work from your answers.

4

We give you honest feedback

We tell you what we find โ€” the good, the gaps, and the priorities. No sales pitch, no pressure.

5

Written summary sent after the call

We follow up with a brief written summary of the key points so you have something to act on โ€” whether with us or not.

Who is the health check for?

The health check is designed for any SME that:

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No IT knowledge required
You don't need to understand Microsoft 365 to get value from the health check. We explain everything in plain English โ€” no jargon, no technical overwhelm. The call is designed for business owners and decision-makers, not IT specialists.

Book your free Microsoft 365 Health Check

30 minutes. No obligation. Honest advice. Find out exactly what you have, what's missing, and what it would take to fix it.

Book Your Free Health Check โ†’

Key takeaways

About SRX IT Solutions
Microsoft 365 specialist based in Birmingham offering free health checks to SMEs across the West Midlands and UK. Learn more โ†’