Microsoft 365 Tenant Manager

Expert guidance and automation for Microsoft 365 Global Administrators managing tenant setup, user lifecycle, security policies, and organizational optimization.

Table of Contents

• Trigger Phrases
• Quick Start
• Tools
• Workflows
• Best Practices
• Reference Guides
• Limitations

Trigger Phrases

Use this skill when you hear:

• "set up Microsoft 365 tenant"
• "create Office 365 users"
• "configure Azure AD"
• "generate PowerShell script for M365"
• "set up Conditional Access"
• "bulk user provisioning"
• "M365 security audit"
• "license management"
• "Exchange Online configuration"
• "Teams administration"

Quick Start

Generate Security Audit Script

python scripts/powershell_generator.py --action audit --output audit_script.ps1

Create Bulk User Provisioning Script

python scripts/user_management.py --action provision --csv users.csv --license E3

Configure Conditional Access Policy

python scripts/powershell_generator.py --action conditional-access --require-mfa --include-admins

Tools

powershell_generator.py

Generates ready-to-use PowerShell scripts for Microsoft 365 administration.

Usage:

# Generate security audit script
python scripts/powershell_generator.py --action audit

# Generate Conditional Access policy script
python scripts/powershell_generator.py --action conditional-access \
  --policy-name "Require MFA for Admins" \
  --require-mfa \
  --include-users "All"

# Generate bulk license assignment script
python scripts/powershell_generator.py --action license \
  --csv users.csv \
  --sku "ENTERPRISEPACK"

Parameters:

Output: Complete PowerShell scripts with error handling, logging, and best practices.

user_management.py

Automates user lifecycle operations and bulk provisioning.

Usage:

# Provision users from CSV
python scripts/user_management.py --action provision --csv new_users.csv

# Offboard user securely
python scripts/user_management.py --action offboard --user john.doe@company.com

# Generate inactive users report
python scripts/user_management.py --action report-inactive --days 90

Parameters:

tenant_setup.py

Initial tenant configuration and service provisioning automation.

Usage:

# Generate tenant setup checklist
python scripts/tenant_setup.py --action checklist --company "Acme Inc" --users 50

# Generate DNS records configuration
python scripts/tenant_setup.py --action dns --domain acme.com

# Generate security baseline script
python scripts/tenant_setup.py --action security-baseline

Workflows

Workflow 1: New Tenant Setup

Step 1: Generate Setup Checklist

python scripts/tenant_setup.py --action checklist --company "Company Name" --users 100

Step 2: Configure DNS Records

python scripts/tenant_setup.py --action dns --domain company.com

Step 3: Apply Security Baseline

python scripts/powershell_generator.py --action audit > initial_audit.ps1

Step 4: Provision Users

python scripts/user_management.py --action provision --csv employees.csv --license E3

Workflow 2: Security Hardening

Step 1: Run Security Audit

python scripts/powershell_generator.py --action audit --output security_audit.ps1

Step 2: Create MFA Policy

python scripts/powershell_generator.py --action conditional-access \
  --policy-name "Require MFA All Users" \
  --require-mfa \
  --include-users "All"

Step 3: Review Results

Execute generated scripts and review CSV reports in output directory.

Workflow 3: User Offboarding

Step 1: Generate Offboarding Script

python scripts/user_management.py --action offboard --user departing.user@company.com

Step 2: Execute Script with -WhatIf

.\offboard_user.ps1 -WhatIf

Step 3: Execute for Real

.\offboard_user.ps1 -Confirm:$false

Best Practices

Tenant Setup

1. Enable MFA before adding users
2. Configure named locations for Conditional Access
3. Use separate admin accounts with PIM
4. Verify custom domains before bulk user creation
5. Apply Microsoft Secure Score recommendations

Security Operations

1. Start Conditional Access policies in report-only mode
2. Use -WhatIf parameter before executing scripts
3. Never hardcode credentials in scripts
4. Enable audit logging for all operations
5. Regular quarterly security reviews

PowerShell Automation

1. Prefer Microsoft Graph over legacy MSOnline modules
2. Include try/catch blocks for error handling
3. Implement logging for audit trails
4. Use Azure Key Vault for credential management
5. Test in non-production tenant first

Reference Guides

When to Use Each Reference

references/powershell-templates.md

• Ready-to-use script templates
• Conditional Access policy examples
• Bulk user provisioning scripts
• Security audit scripts

references/security-policies.md

• Conditional Access configuration
• MFA enforcement strategies
• DLP and retention policies
• Security baseline settings

references/troubleshooting.md

• Common error resolutions
• PowerShell module issues
• Permission troubleshooting
• DNS propagation problems

Limitations

Required PowerShell Modules

Install-Module Microsoft.Graph -Scope CurrentUser
Install-Module ExchangeOnlineManagement -Scope CurrentUser
Install-Module MicrosoftTeams -Scope CurrentUser

Required Permissions

• Global Administrator - Full tenant setup
• User Administrator - User management
• Security Administrator - Security policies
• Exchange Administrator - Mailbox management

Troubleshooting

Success Criteria

• 100% of provisioned users have correct license SKU assigned matching their role and department
• Zero orphaned accounts: every disabled user has licenses removed, mailbox converted to shared, and sessions revoked within 24 hours of offboarding
• MFA enforcement covers 100% of enabled user accounts, verified by security audit script output showing zero users without MFA
• DNS records pass validation for all five service types (MX, SPF, DKIM, autodiscover, device registration) with zero propagation errors
• Conditional Access policies achieve report-only validation with less than 1% false-positive block rate before enforcement
• License utilization stays above 90% across all SKUs, with unused licenses identified and reclaimed quarterly
• Security audit generates complete CSV reports for all 7 audit categories (MFA, admin roles, inactive users, guests, licenses, mailbox delegations, Conditional Access) with zero script errors

Scope & Limitations

What This Skill Covers

• Tenant lifecycle management -- initial setup, domain verification, DNS configuration, security baseline, and service provisioning for Exchange Online, SharePoint, Teams, and OneDrive
• User lifecycle automation -- bulk provisioning from CSV, license assignment by role/department, group membership recommendations, secure offboarding with mailbox preservation
• Security and compliance -- Conditional Access policy generation, MFA enforcement, comprehensive 7-category security audits, and audit log enablement
• PowerShell script generation -- production-ready scripts with error handling, logging, -WhatIf support, and Microsoft Graph best practices

What This Skill Does NOT Cover

• Hybrid identity (AD Connect) -- on-premises Active Directory synchronization and pass-through authentication require the senior-devops skill and Microsoft AD Connect tooling
• Intune device management -- endpoint compliance policies, app deployment, and mobile device management are outside scope; see senior-secops for device security posture
• Power Platform administration -- Power Apps, Power Automate, and Power BI tenant-level governance fall under separate platform administration
• Third-party SSO and SCIM provisioning -- integration with non-Microsoft identity providers (Okta, Ping, Auth0) requires dedicated identity engineering

Integration Points

Tool Reference

powershell_generator.py

Purpose: Generates production-ready PowerShell scripts for Microsoft 365 administration including security audits, Conditional Access policies, and bulk license assignment.

Module: PowerShellScriptGenerator class (import and instantiate, not a CLI tool)

Initialization:

from powershell_generator import PowerShellScriptGenerator

generator = PowerShellScriptGenerator(tenant_domain="company.com")

Methods:

generate_security_audit_script()

Generates a comprehensive 7-category security audit PowerShell script that checks MFA status, admin role assignments, inactive users, guest users, license usage, mailbox delegations, and Conditional Access policies.

Example:

generator = PowerShellScriptGenerator("company.com")
script = generator.generate_security_audit_script()
print(script)  # Complete PowerShell script with Connect-MgGraph, 7 audit checks, CSV export

Output: PowerShell script string that produces CSV reports in a timestamped SecurityAudit_ directory: MFA_Status.csv, Admin_Roles.csv, Inactive_Users.csv, Guest_Users.csv, License_Usage.csv, Mailbox_Delegations.csv, ConditionalAccess_Policies.csv.

generate_conditional_access_policy_script(policy_config)

Generates a PowerShell script to create a Conditional Access policy in report-only mode.

Example:

script = generator.generate_conditional_access_policy_script({
    "name": "Require MFA for Admins",
    "require_mfa": True,
    "include_users": "All",
    "exclude_users": ["breakglass@company.com"]
})

Output: PowerShell script string that creates a Conditional Access policy via New-MgIdentityConditionalAccessPolicy in enabledForReportingButNotEnforced state.

generate_bulk_license_assignment_script(users_csv_path, license_sku)

Generates a PowerShell script for assigning a license SKU to users listed in a CSV file.

Example:

script = generator.generate_bulk_license_assignment_script("users.csv", "ENTERPRISEPACK")

Output: PowerShell script string that imports the CSV, checks for existing licenses, assigns the specified SKU, and exports results to LicenseAssignment_Results_<timestamp>.csv with Status and Message columns.

user_management.py

Purpose: Manages user lifecycle operations including bulk provisioning, secure offboarding, license recommendations, group membership, and data validation.

Module: UserLifecycleManager class (import and instantiate, not a CLI tool)

Initialization:

from user_management import UserLifecycleManager

manager = UserLifecycleManager(domain="company.com")

Methods:

generate_user_creation_script(users)

Generates a PowerShell script for bulk user provisioning with license assignment.

Example:

script = manager.generate_user_creation_script([
    {"username": "jdoe", "display_name": "Jane Doe", "first_name": "Jane",
     "last_name": "Doe", "job_title": "Engineer", "department": "Engineering",
     "license_sku": "ENTERPRISEPACK"}
])

Output: PowerShell script string that creates users via New-MgUser, assigns licenses, and exports results to UserCreation_Results_<timestamp>.csv.

generate_user_offboarding_script(user_email)

Generates a comprehensive 11-step secure offboarding PowerShell script.

Example:

script = manager.generate_user_offboarding_script("john.doe@company.com")

Output: PowerShell script string that disables sign-in, revokes sessions, removes group memberships, removes devices, converts mailbox to shared, sets auto-reply, removes licenses, hides from GAL, and exports an offboarding report CSV.

generate_license_assignment_recommendations(user_role, department)

Returns license recommendation based on role and department matching.

Example:

rec = manager.generate_license_assignment_recommendations("Security Analyst", "IT")
# Returns: {"recommended_license": "Microsoft 365 E5", "justification": "...", "features_needed": [...], "monthly_cost": 57.00}

Output: Dictionary with recommended_license, justification, features_needed (list), and monthly_cost (float).

generate_group_membership_recommendations(user)

Recommends security and distribution groups based on user attributes.

Example:

groups = manager.generate_group_membership_recommendations({
    "department": "Engineering", "location": "NYC", "job_title": "Director of Engineering"
})
# Returns: ["DL-Engineering", "SG-Engineering", "SG-Location-Nyc", "SG-Management"]

Output: List of recommended group name strings using naming conventions DL- (distribution list), SG- (security group).

validate_user_data(user_data)

Validates user data before provisioning, checking required fields, username format, and email format.

Example:

result = manager.validate_user_data({"first_name": "Jane", "last_name": "Doe", "username": "jdoe"})
# Returns: {"is_valid": True, "errors": [], "warnings": ["Display name not provided, will use: Jane Doe", ...]}

Output: Dictionary with is_valid (bool), errors (list of strings), and warnings (list of strings).

tenant_setup.py

Purpose: Manages initial Microsoft 365 tenant configuration including setup checklists, DNS record generation, PowerShell setup scripts, and license distribution recommendations.

Module: TenantSetupManager class (import and instantiate, not a CLI tool)

Initialization:

from tenant_setup import TenantSetupManager

manager = TenantSetupManager(tenant_config={
    "company_name": "Acme Inc",
    "domain_name": "acme.com",
    "user_count": 50,
    "industry": "technology",
    "compliance_requirements": ["GDPR"],  # optional: "GDPR", "HIPAA"
    "licenses": {}
})

Methods:

generate_setup_checklist()

Generates a phased tenant setup checklist (4-5 phases depending on compliance requirements).

Example:

checklist = manager.generate_setup_checklist()
# Returns list of phase dicts, each with "phase", "name", "priority", "tasks"

Output: List of dictionaries. Each phase contains phase (int), name (str), priority ("critical" or "high"), and tasks (list of dicts with task, details, estimated_time). Phases: Initial Configuration, Custom Domain, Security Baseline, Service Configuration, and optionally Compliance Configuration.

generate_dns_records()

Generates all required DNS records for Microsoft 365 services.

Example:

records = manager.generate_dns_records()
# Keys: "mx_records", "txt_records", "cname_records", "srv_records"

Output: Dictionary with four keys, each containing a list of record dictionaries with type, name, value, ttl, purpose, and record-type-specific fields (priority for MX/SRV, port/weight for SRV).

generate_powershell_setup_script()

Generates a complete PowerShell script for initial tenant configuration covering Graph, Exchange Online, SharePoint, and Teams.

Example:

script = manager.generate_powershell_setup_script()
print(script)  # PowerShell script connecting to Graph, Exchange, Teams with 7 setup steps

Output: PowerShell script string that connects to Microsoft Graph, Exchange Online, and Teams; configures organization settings, security defaults, audit logging, Exchange policies, and Teams messaging policies.

get_license_recommendations()

Calculates license distribution recommendations and cost estimates based on user count and compliance requirements.

Example:

recs = manager.get_license_recommendations()
# Returns: {"recommendations": {...}, "suggested_distribution": {"E5": 5, "E3": 10, ...},
#           "estimated_monthly_cost": 1234.50, "estimated_annual_cost": 14814.00}

Output: Dictionary with recommendations (license tier details), suggested_distribution (dict mapping SKU tier to user count), estimated_monthly_cost (float), and estimated_annual_cost (float). Distribution adjusts automatically when compliance requirements are specified.