1. Communicate the Change Clearly

Start with a simple message to users like:

“We are moving to Microsoft 365 sign-in to improve security and simplify access to your work tools. This means that soon you will use your Microsoft 365 account to sign into your computer and Microsoft apps.”

Include:

• Benefits (SSO, security, better data separation)
• What to expect during the transition
• Where to get help

2. Prepare Devices

Device configuration depends on whether the workstation is a new machine or if it is an existing workstiona.

For new devices:

• Use Windows Autopilot or manual setup to join the device to Microsoft Entra ID.
• Ensure the user signs in with their Microsoft 365 credentials during setup.

For existing devices:

• Backup important files.
• Convert the device to Entra ID join via Settings > Accounts > Access work or school.
• Remove personal Microsoft accounts from OneDrive and Office apps.

3. Migrate Content

Users often store business files in personal OneDrive or local folders. So, vetting content is crucial to avoid data loss and confusion. It is labout intensive too, and perhaps explains why Microsoft 365 Sign-in is necessary.  Help them:

• Move files from personal OneDrive to OneDrive for Business.
• Organize folders to separate personal and work content.
• Use SharePoint for team-based storage when appropriate.

4. Enable Conditional Access and MFA

This stage depends on the license which governs your, or your user’s, Microsoft 365 account. The last step is available only where user have 365 Business Premium and 365 Enterprise licenses, which include Microsoft Intune. Set up policies in Microsoft Entra Admin Center to:

• Require MFA for cloud access.
• Block access from unmanaged or risky devices.
• Enforce sign-in only from Entra-joined devices (if Intune is available)

5. Train and Support Users

Offer short guides or walkthroughs:

• How to sign in with Microsoft 365 credentials
• How to access OneDrive for Business
• What to do if they’re locked out or need help

Power users are a terrific way to demonstrate end educate. Also, consider organizing a short Q&A session or creating a helpdesk channel in Teams as another ways to build confidence in this upgrade.

Adopting Microsoft 365 sign-in across your team is likely to introduce some resistance. In our experience these are common friction points:

Changing user behaviour is never easy. We are comfortable with our habit. We tend to resist changing habits because it means expending effort. Common concerns when switching to Microsoft 365 Sign-in include:

• “Will I lose my files?”
• “Do I need to reset my computer?”
• “Why can’t I keep using my personal account?”

To ease a transition of this kind across an organization, it helps to:

• On-board select power users first
• Communicate the benefits clearly
• Offer support for content migration wit experience gained by power users
  • Provide training or walkthroughs

• Start with a pilot group (e.g., IT or field engineers)
  • include IT support and select power users to front-run adoption
• Use Microsoft 365 Business Premium for full device management via Intune
• Monitor sign-in activity and device compliance in the Entra Admin Center
• Document the process for future onboarding

Transitioning users to Microsoft 365 sign-in and Entra ID is a strategic move that improves security, simplifies access, and clarifies data ownership. While it requires planning and support, the long-term benefits outweigh the initial effort. With Microsoft 365 Sign-In, you can elevate compliance standards to more closely align with Enterprise standards.

For small businesses with mixed licenses, this change ensures that every user is part of a secure, unified environment—whether they’re using Exchange Online, Business Basic, Standard, or Premium. Lastly, Microsoft 365 Sign-in automatically takes care of significant compliance issues which are often beyond the budget of small business.

To review our first article for an overview: Why Switching to Microsoft 365 Sign-In Matters for Small Businesses

About ComStat.uk: Internet Service Provider Comstat provides IT support, web hosting, and media services including website design, Microsoft 365 setup, and audio/video production, serving businesses across Denbighshire, North Wales and Wirral from Ruthin, and Lancashire and the Northwest from Bolton.

Microsoft 365 sign-in means using your work account (e.g., name@company.com) to log into Windows and Microsoft apps. When a device is joined to Microsoft Entra ID (formerly Azure AD), users authenticate with their business credentials at startup. This means that the Windows desktop is governed by your Microsoft 365 services, not your Microsoft personal account. For instance, when you use Microsoft 365 Sign-in to start your workstation, the desktop you log into is a work desktop which is controlled by Microsoft 365.

Using Microsoft 365 sign-in you can use Microsoft 365 to:

• Use Single Sign-On (SSO) to Outlook, Teams, SharePoint, and OneDrive
• Operate improved security through Conditional Access and MFA
• Enable centralized device visibility for administrators

Basic Microsoft 365 Sign-in features are included in all Business 365 licenses. Business 365 Premium and Enterprise 365 licenses include enhanced features that enable advanced device management and other configuration options.

Adopting Microsoft 365 sign-in across your user base offers clear advantages:

1. Security – Microsoft 365 sign-in:

• enforces password policies and MFA
• reduces risk of unauthorized access
• supports admin-level remote wipe of business data

2. Productivity – Microsoft 365 sign-in:

• enables seamless access to Microsoft 365 apps
• means fewer login prompts
• permits better collaboration through shared resources

3. Data clarity – Microsoft 365 sign-in:

• Separates personal and business content
• Ensures files are stored in the correct OneDrive for Business location
• Simplifies compliance and auditing

Changing user behaviour is never easy. We are comfortable with our habit. We tend to resist changing habits because it means expending effort. Common concerns when switching to Microsoft 365 Sign-in include:

• “Will I lose my files?”
• “Do I need to reset my computer?”
• “Why can’t I keep using my personal account?”

To ease a transition of this kind across an organization, it helps to:

• On-board select power users first
• Communicate the benefits clearly
• Offer support for content migration wit experience gained by power users
  • Provide training or walkthroughs

The idealtime to move a user to Microsoft 365 Sign-in is when mnew workstations are deployed. is during new device setup, where Entra ID join can be enforced from the start. For all users, 365 licenses need to be reviewed to understand what levels or conditional access and policies will be operative in a user’s new environment. For existing devices, a planned onboarding process is needed to:

• Compare existing files stores and prepare for migration
• Reconfigure sign-in settings
• Educate users on the new workflow

Successful planning is decisive. Our experience is that a gradual or organic adoption of is the best way to keep disruption to a minimum.

Adopting Microsoft 365 sign-in is more than a technical upgrade — it is a strategic move toward better security, productivity, and data management. For small businesses with mixed licenses like Exchange Online, Business Basic, Standard, and Premium, this shift ensures that every user is part of a unified, secure ecosystem.

Click this link to read the second article in this series: How to Transition Users to Microsoft 365 Sign-in and Entra ID

About ComStat.uk: Internet Service Provider Comstat provides IT support, web hosting, and media services including website design, Microsoft 365 setup, and audio/video production, serving businesses across Denbighshire, North Wales and Wirral from Ruthin, and Lancashire and the Northwest from Bolton.

MFA procedures are consistent with an industry move towards passwordless sign-ins. Consumer-level password protection in Gmail, Yahoo, and other platforms is convenient, but password protection alone is inadequate for meeting GDPR Compliance standards in commerce. Even consumer platforms like Gmail now encourage passwordless sign-in. MFA helps to:

• Ensure your 365 account remains accessible
• Helps build compliant GDPR practices
• Reduce the risk of malicious infiltration and identity theft

Microsoft Entra centralizes your security settings, including MFA, passwordless login, and device authentication. If you are a Microsoft 365 user, you or your organization are already using Entra within your tenancy. So, you are not required to subscribe to Entra as an additional service for Microsoft Authenticator MFA for 365 setup.

Benefits of Using Entra for MFA

• Centralized control over authentication methods
• Enhanced security with multiple verification options
• Flexibility to add or remove devices securely
• Compatibility with SMS, app-based, and hardware token methods

Moving towards passwordless sign-in

The IT industry as a whole recognizes that password protection alone is flawed. So, MFA is increasingly adopted as industry players introduce secure passwordless security. This means that MFA, and similar technologies like 2FA, are here to stay. We can argue that you should adopt MFA to comply with GDPR. Instead, the bigger issue is the risk of catastrophic damage damage to your online identity and data. This way, the fact that MFA is “compliant” is incidental.

This is why MFA is the default sign-in method for Microsoft 365, so you and other users in your 365 tenancy users must configure at least one secure MFA method. This is most conveniently accomplished with Microsoft Authenticator app. SMS authentication is optional and we recommended that you use it as an secondary option for sign-in, especially if your tenancy supports SMS authentication. In situations where we have configured 365 MFA for you, or you retain us to support your Microsoft 365 tenancy, we usually configure support for SMS by default.

reparation – what you need

MFA pairs your phone with your 365 account. So, you will need your mobile phone. Also, before you begin, check that your Microsoft 365 tenancy supports SMS authentication for end users and that you have access to your usual laptop or desktop computer. If you are not Global Administrator, you can check with your IT manager.

Allow for some flexibility in this workflow. For instance, it might be worth downloading Microsoft Authenticator App from either Apple App Store (iOS) or Google Play Store (Android) before you start. For instance, it is a good idea to check that your phone is capable of downloading Microsoft Authenticator before you begin. If your mobile phone is outdated or unsupported, Microsoft Authenticator App will not be available to you in your store. If so, consider upgrading your device or using SMS authentication.

 Workflow to Set Up MFA with Microsoft Authenticator for 365

1. Log into Entra Security Info Portal with your laptop/desktop computer:
   1. Visit https://mysignins.microsoft.com/security-info
   2. Sign in using your Microsoft 365 credentials.
2. Add Microsoft Authenticator:
   1. Click + Add sign-in method
   2. Choose Authenticator App
   3. Follow the prompts to install the app on your mobile device
   4. When you reach a screen showing a QR phone, set your computer aside with the QR code displaying on screen
3. Configure your mobile phone:
   1. On your mobile device, go to the App Store (iOS) or Google Play (Android).
   2. Search for Microsoft Authenticator and install it.
   3. With Microsoft Authenticator App open:
      1. click + (i.e. add account) at top right or left of your screen
      2. click open the option to scan QR code
      3. Allow permissions for your app to use your camera
      4. Scan the QR code showing on your computer screen with your phone
      5. go back to your computer and click Next

Remember to click (below the QR code) on your computer after you have scanned the QR Code with your phone.

Once you have successfully scanned the QR code with your phone and clicked <Next> on your computer’s security center page (below the QR code), the process is complete. There are two more steps for you to take:

1. Test your configuration:
   1. Entra will send you an MFA input code to test the setup as soon as the server detects the succesful QR scan. The procedure operates in the same way as SMS verification, but using Microaoft Authenticator App. The graphic at the top of this article demontrates what you can expect to see. Having gone to so much trouble to get this far, allow yourself the thrill of seeing this work – it is actually pretty cool!
2. Review Microsoft Authenticator App settings, and also your mobile phone settings if necessary to choose personal preferences. For instance:
   1. You may want verification to include the added security of validating your fingerprint or retina.
   2. In some instances, your phone might ask you to sing into your phone before you can access Authenticator. Some people prefer this. Others prefer to bypass their phone sign-in screen so that they can respond to their MFA codes faster. This is a matter for personal preference.
   3. Lastly, you should enable backups and accept periodic updates.

Additional authentication methods using Microsoft Authenticator MFA for 365

The steps above are needed to minimally configure Microsoft Authenticator MFA setup. Read the next section to learn how to add optional authentication using SMS for redundancy.

Also, you can configure Microsoft Authenticator MFA for 365 with a second mobile phone. This is useful where in situations where an email account is shared between two geographically separate offices. Also, setting up Microsoft Authenticator MFA for 365 on an extra phone might be useful in situations where the first phone is at risk of loss or damage.

Create another Global Administrator account

Another way to protect access to your tenancy is to create another Global Administrator. You do not need to have a Microsoft 365 license to add a Global Administrator, and in large organizations the principal Global Administrator does not even use an email account – that way sensitive server-side functions can be handled without the usual risks associated with an email-enabled user. There are some considerations that need addressing to elevate privileges to enable some seucurity functions that are normally reserved for the tenancy owner. We can help configure a secondary Gloabl Administrator.

The easiest way to configure a new mobile phone is to do setup Microsoft Authenticator on your new phone while the old one is still working. With both phones available:

• Log into your security info page with your laptop/desktop
• Click + Add sign-in method
• Choose Authenticator App
• generate a QR code and set the computer aside for the time being

On your NEW phone:

• Install Authenticator and select Work or School account.
• Scan the QR code shown on your computer.
• Approve the authentication request on your new device.
• Remove the old device from the Security Info page.

If your organization allows SMS as an MFA method:

1. In the Security Info portal, click + Add sign-in method
2. Select “Phone”
3. Enter your mobile number and choose Text me a code
4. Enter the verification code received via SMS when your mobile phone receives it

SMS is considered less secure than app-based authentication. So, by default, Microsoft Authenticator app will use MFA using either available WiFi or mobile phone signal to authenticate your Microsoft 365 sign-ins. SMS is a valuable backup method—especially if your primary device is unavailable.

Sometimes, it helps to include a second mobile device to authenticate your Microsoft 365 sign-in. This might be necessary where authentication is necessary from two geographically separate locations. In this situation, the same mobile phone cannot be at the each location simultaneously. Also, a second phone might help avoid lockouts. This is optional, and not usually necessary However, if you need to include a second device for authenticating you can configure
Microsoft Authenticator MFA for 365 with this additional step:

1. Install Microsoft Authenticator on your second mobile phone
2. Log into https://mysignins.microsoft.com/security-info from your desktop/laptop computer
3. Add a new sign-in method and repeat the QR code scan process
   1. Be sure to scan the QR code with your SECOND DEVICE per the workflow outlined above
4. Verify the second device by approving a test notification

This ensures you can still access your account if your principal mobile phone is lost or damaged.

When SMS is enabled, notice that when trying to sign in with an Autheticator code you will find options in your Authenticator pop up that provide for authentication by other means. This way, if MFA does not authenticate, you can opt to receive a conventional SMS/text.

Setting up and managing Microsoft Authenticator MFA for 365 helps to secure access to your Microsoft 365 account. If your organization has documentation for compliance, you should update it with your procedures so that you have a stated policy giverning sign-ins.  

Next step – backup your MFA credentials

For added security, you can backup your Microsoft Authenticator App sign-in accounts. Even if your mobile phone is configured to backup your data, MFA credentials are excluded from Android/iOS backups unless provisioned in Microsoft Authenticator App.

Read this article to learn how to back up your Microsoft Authenticator settings and avoid losing access. Remember, MFA is now a user-level utility and admins/global admins cannot intervene on a user’s behalf. So, it is important to be sure that organizational users have MFA credential backups to ensure rapid restoration of services if they lose or damage their mobile phones.

Also, consider a stress test to learn what you need to be able to demonstrate to Microsoft if your Global Administrator loses MFA credentials. Read this article to learn about force majeur MFA recovery.

About ComStat.uk: Internet Service Provider Comstat provides IT support, web hosting, and media services including website design, Microsoft 365 setup, and audio/video production, serving businesses across Denbighshire, North Wales and Wirral from Ruthin, and Lancashire and the Northwest from Bolton.