Planning guide · Microsoft Intune

Assess Microsoft Intune as an operating control—not a collection of profiles.

A strong Intune review connects device enrollment, compliance, configuration, application protection, Conditional Access, ownership, exceptions, and evidence of ongoing operation.

Environment map

1. Establish what Intune is expected to control.

  • Identify licensed users, managed device populations, supported platforms, corporate and personal ownership models, and important unmanaged access paths.
  • Document enrollment methods, enrollment restrictions, automated provisioning, device naming or categorization, and groups that drive assignments.
  • Map responsibility across endpoint, identity, security, help desk, application, and human-resources workflows.
  • Record co-management, third-party tooling, virtual desktops, frontline or shared devices, and other conditions that change the intended design.
Do not infer coverage from licensing alone. The review should reconcile intended populations with enrolled, managed, exempted, and stale device records.
Configuration and enforcement

2. Trace policy from assignment to access decision.

Enrollment

Review authorized enrollment methods, platform and ownership restrictions, enrollment managers, provisioning profiles, limits, and paths that can create unmanaged or unexpectedly managed devices.

Compliance

Examine platform-specific compliance policies, assignments, grace periods, actions for noncompliance, devices without a policy, and the signals consumed by Conditional Access.

Configuration

Evaluate security baselines and configuration profiles, assignment intent, exclusions, conflicts, errors, drift, and settings delivered outside Intune.

Endpoint security

Review encryption, antivirus and endpoint detection integrations, firewall, attack-surface controls, local privilege decisions, account protection, and platform applicability.

Updates

Inspect update rings or policies, feature-update strategy, quality-update handling, deadlines, restart behavior, exceptions, reporting, and ownership of failed deployment.

Applications

Review required and available applications, assignment groups, update ownership, application protection policies, conditional launch, data-transfer controls, and unmanaged-device scenarios.

Administration and evidence

3. Test whether the control can be operated safely.

  • Review Intune roles, Microsoft Entra roles, scope tags, administrative units where relevant, privileged workflows, and emergency access.
  • Identify broad assignments, dynamic-group dependencies, exclusions, filters, policy conflicts, and changes that could affect large populations.
  • Sample deployment status, noncompliance reasons, encryption state, security-control health, inactive devices, enrollment failures, and unresolved errors.
  • Confirm alert and report ownership, help-desk escalation, exception approval, device retirement and offboarding, policy review cadence, and change validation.
  • Separate configuration present in the portal from evidence that it reaches the intended devices and drives the expected response.

4. Connect Intune to the rest of Microsoft 365.

Intune findings rarely stand alone. Device compliance can influence Conditional Access; identity roles govern who can change policy; Defender products may provide endpoint signals; and SharePoint, OneDrive, Exchange, and Teams determine what managed and unmanaged devices can reach.

Use the broader Microsoft 365 assessment checklist to preserve those dependencies. If implementation is separately approved, the Remediation Sprint describes TenantShield's change-planning boundary.

Connect endpoint policy to identity and data risk.

Run the free checker for an initial signal, or request an assessment for a scoped review of Intune and its Microsoft 365 dependencies.