Knowledge Centre

Getting More from Microsoft 365 — IT Club

Step-by-step guides, checklists and downloadable resources to help you get more from the technology your business already uses.

Find straightforward guidance on Microsoft 365, cyber security, productivity, websites, AI and everyday IT management.

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19 resources found

Checklist and Guide

Exchange Server to Microsoft 365 Migration Checklist

A structured checklist for planning a move from on-premises Exchange Server to Microsoft 365. Covers business case, source-server health, tenant ownership, identity, mailboxes, shared mailboxes, public folders, applications, SMTP relay, security, email authentication, pilot, cutover, validation and controlled Exchange retirement — with key reminders on recipient management, backup and decommissioning.

10 minutes

Checklist

Microsoft 365 Provider Exit Checklist

A structured checklist for businesses changing Microsoft 365 IT provider. Covers tenant identification, administrator access, authentication, licences, email security, DNS, backup and the four common exit routes — same-tenant licence change, CSP transfer, defederation and tenant migration.

8 minutes

Checklist and Guide

Windows Photo Search and Organisation Checklist

Find photographs and image files across a Windows PC, identify their original folders, back them up and organise them safely.

10 minutes

Checklist and Guide

Microsoft Secure Score Review Checklist

A structured checklist for understanding Microsoft Secure Score, prioritising meaningful security improvements and preventing controls drifting afterwards. Covers score understanding, identity and administrator controls, application permissions, email security, sharing, devices, exceptions, testing and ongoing monitoring.

8 minutes

Checklist and Guide

Microsoft 365 Security Baseline Checklist

A structured checklist for reviewing a Microsoft 365 tenant against seven core security controls: authentication, administrator privilege, external sharing, device access, audit logging, security baseline and risk monitoring. Includes a self-assessment guide and PDF download.

10 minutes

Checklist and Guide

Missing Email Investigation Checklist

Find out whether an expected email was sent, delivered, quarantined, moved by a rule or rejected before changing security settings.

10 minutes

Checklist and Guide

Connected Application Access Review

Identify applications connected to Google or Microsoft accounts, review their permissions and remove access that is no longer required.

10 minutes

Step-by-Step Guide

How to Use Dictation in Microsoft Word

Turn speech into editable text to create first drafts, notes and procedures without typing everything from scratch.

4 minutes

Guide

Microsoft 365 Features You May Already Be Paying For

Useful Microsoft 365 tools that are often included in existing business subscriptions.

6 minutes

Read the Article
Guide

How to Check Your Microsoft 365 Mailbox Size

Find out how much mailbox storage you are using before it becomes a problem.

3 minutes

Read the Article
Checklist and Guide

Microsoft Office Unsaved File Recovery Checklist

Recover unsaved Word, Excel and PowerPoint files using AutoRecover, Document Recovery and Microsoft 365 recovery options.

8 minutes

Checklist and Guide

Recovering Overwritten Business Files Checklist

Recover earlier versions of files stored in Google Workspace, OneDrive, SharePoint or Microsoft Teams without losing valid recent work.

10 minutes

Checklist and Guide

Microsoft Passkey Readiness Guide

Check which users, devices, authentication policies and recovery procedures your business should review before Microsoft retires its own SMS and voice authentication.

5 minutes

Checklist and Guide

Microsoft SMS and Voice MFA Retirement Checklist

Work through the discovery, policy, pilot, communication and closure steps before Microsoft retires its own SMS and voice authentication in February 2027.

8 minutes

Step-by-Step Guide

Passkey Setup Guide for Microsoft and Google

Create a more phishing-resistant sign-in method on a trusted device and prepare a safe recovery route before relying on it.

5 minutes

Cheat Sheet

Everyday Microsoft 365 Productivity Tools

Small Microsoft 365 features that save time on everyday business tasks.

5 minutes

Step-by-Step Guide

How to Insert Screenshots Directly into Outlook Emails

Use Outlook’s built-in Screenshot tool to insert a window or screen clipping straight into an email without saving an image file first.

3 minutes

Interactive Check

Microsoft 365 Health Check

A recurring check of the Microsoft 365 settings that matter most to small businesses.

15 minutes

Checklist and Guide

Microsoft 365 Admin Health Check

A structured recurring review of a Microsoft 365 tenant across 15 health areas: users, licences, administrators, authentication, mailboxes, mail flow, SharePoint, OneDrive, external sharing, Teams & Groups, data protection, Secure Score, auditing, service health and recovery. Uses the IT Club Health Model (Known / Reviewed / Action Needed) to track ownership and progress. Complements — and does not duplicate — the IT Club Security Baseline and Secure Score guides.

15 minutes

Still unsure what applies to your business?

Ask the IT Club Advisor about Microsoft 365, browsers, cyber security, productivity or any everyday technology problem.

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