How to Set Up Conditional Access in Microsoft 365 (Step-by-Step)

Conditional Access is one of the most important tools for securing Microsoft 365, but it’s also one of the most misunderstood.

In this video, I’ll walk you step-by-step through how Conditional Access really works, how to design policies properly, and how to avoid locking everyone out in the process.

You’ll learn:
🔐 The key building blocks of Conditional Access
⚙️ How to create your baseline policies (MFA, legacy auth, device compliance)
👥 How to build personas for Admins, Staff, and Guests
🧩 How overlapping policies interact and how to test safely
💡 Real-world examples and best practices for Microsoft 365 and Entra ID

Whether you’re an MSP, IT admin, or small business owner, this video will help you secure Microsoft 365 the right way with clarity, confidence, and a touch of humour.

👉 Watch next: Advanced Conditional Access in Microsoft 365 – Real-World Scenarios (coming soon)

Thanks to today's video sponsor who was CoreView - https://bit.ly/47hYEcP

#Microsoft365 #ConditionalAccess #EntraID

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📽️ Video Chapters
00:00 Funny Intro with Jason
01:07 What Is Conditional Access in Microsoft 365?
02:38 Understanding Policies, Assignments & Conditions
05:35 Sponsor Callout for CoreView
07:13 Naming Strategies & Best Practices
08:24 Setting Up Your Baseline Policies
09:45 Strong MFA for All Users
12:21 Block Legacy Authentication
13:35 Require MFA for Device Registration
14:54 Block Device Code Flow
16:27 Block High-Risk Sign Ins
19:35 Creating Personas (Admins, Staff, Guests)
21:19 Conditional Access for Admins
25:37 Conditional Access for Staff
27:42 Conditional Access for Guests
29:57 Conditional Access Exclusions
32:14 Temporary Access Pass
33:43 Bonus Tip: Access Reviews
35:47 Wrap Up

Видео How to Set Up Conditional Access in Microsoft 365 (Step-by-Step) канала Jonathan Edwards