One login for your whole book of business. Connect each customer with their own consent (read-only modules by default), run the same assessment everywhere, and walk into every review with findings that are ready to become projects.
Stop juggling GDAP relationships, browser profiles and spreadsheets just to see where each customer stands.
47 of 50 tenants · MSP 50 plan
| Customer | Consent | Findings |
|---|---|---|
| Alpine Ski Housealpineskihouse.com | Granted | 2511 |
| Contoso Dental Groupcontosodental.com | Granted | 3712 |
| Fabrikam Manufacturingfabrikam.com | Running | In progress |
| Litware Architectslitware.io | Granted | 038 |
| Tailspin Logisticstailspin.co | Awaiting | Consent link sent |
| Wide World Importerswideworldimporters.com | Granted | 5914 |
Illustrative example with fictitious customers.
Each customer's Global Admin approves each module for their own tenant, on Microsoft's consent screen, and the wizard assigns the view-only Global Reader role from their own browser. No shared credentials, no standing admin access, and the customer can revoke it whenever they like.
Each plan includes a set number of tenants and a monthly assessment allowance: 20, 100 or 200 runs. You always know what an assessment costs, and additional runs are available when you need them.
Invite your team with the right level of access: owners, admins, members and read-only viewers. Give account managers access to reports without letting them manage the workspace.
The same checks, the same format, every tenant, every time. Assessments stop depending on which engineer had a free afternoon.
Severity-ranked findings with plain-English explanations make it easy to scope remediation work and put a quote in front of the customer.
Your logo, colors, contact line and footer on the report, the Word summary and the PowerPoint briefing your customer reads. Included in MSP 50, MSP 100 and Enterprise.
With the prospect's consent, show them their real posture in the first meeting. It beats a generic capabilities deck.
Capture a baseline on day one so you know what you inherited, and so the customer can see what you've improved since.
Run a fresh assessment before every business review. Bring current findings and progress, not just ticket counts.
Before a Copilot rollout, an Intune migration or a Conditional Access project, confirm what's actually configured today.
The report doesn't just list what's wrong. It explains why each gap matters in terms a business owner understands, which makes the next step easy to agree on.
Group related findings into a project, estimate the effort, and present it alongside the report. Customers approve work they understand.
Good practice: assessments show configuration, not intent. Some findings will be deliberate choices. Review them with the customer before quoting the fix.
Illustrative examples.
Your workspace has four roles, so technicians, account managers and leadership each get the right view.
Full control of the workspace, its plan and who's on the team.
Manages customers, consent, assessments and team members.
Adds customers, runs assessments and works with reports.
Read-only access to reports. Ideal for account managers and leadership.
Each MSP plan includes twice as many monthly assessments as tenants. That's enough to baseline every customer and re-check after remediation.
No. It sits alongside them. M365Assessments doesn't need GDAP or delegated admin: each customer grants consent to our read-only module apps directly. It's an assessment and reporting tool, not a management or ticketing platform.
Microsoft's standard admin consent screen, listing each M365 Assessment module and the permissions it requests (read-only unless you selected an opt-in module). They approve each module once. You can share our security page ahead of time so they know exactly what they're approving.
Yes, as long as the prospect's Global Admin grants consent. Many MSPs use a first assessment as the opening of the sales conversation. If they don't become a customer, they can revoke access at any time.
Yes. On MSP 50, MSP 100 and Enterprise, an admin sets your logo, colors, contact details and footer once under Settings › Branding in the portal, and every new assessment's HTML report, Word executive summary and PowerPoint briefing uses them. You can also hide the "Powered by M365Assessments" line. On other plans, reports still show your organization name as "Prepared by".
Sign in with your Microsoft work account, add a customer domain and send the onboarding link. Your first report can be ready the same day.