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Free runbook for MSPs

The First‑Hour Runbook

What to check in the first hour after a suspicious Microsoft 365 sign-in, mailbox rule or phishing email. At one customer, then every customer you manage.

13-page fillable PDF · English · Every technical step sourced to Microsoft Learn

Cover of The First-Hour Runbook: a customer building with sign-ins, app consents, mailbox rules and other tenants checked, and the seven steps listed.

What's inside

Seven steps,
in the order you need them.

Every step says where to click, what to run and what good looks like. Fill it in as you go and attach it to the ticket.

  1. 0–10 min

    Confirm

    Read the user's sign-ins, risk state, MFA methods and recent changes, and write down the sender, subject and IP address.

  2. 10–15 min

    Check the mailbox

    List inbox rules, including hidden ones, forwarding, mailbox permissions, app consents and the mail the account sent.

  3. 15–30 min

    Contain

    Block sign-in first, then revoke sessions, remove the rules and forwarding, reset the password and MFA, and remove untrusted apps.

  4. 30–45 min

    Check every other customer

    Each tenant is separate, so search every customer you manage for the same sender, subject and sign-in source.

  5. 45–55 min

    Close the door

    Check five settings often abused in takeovers: MFA exclusions, legacy sign-in, Global Administrators, user app consent and device-code sign-in.

  6. 55–60 min

    See it next time

    Make sure audit logging is on and Microsoft's alerts reach your MSP's monitored mailbox, not only the customer's admins.

  7. Before you close the ticket

    Tell the customer

    A short, plain update: what happened, what you did and what they need to do, with the GDPR and NIS2 reporting timelines.

  • A script for step 4

    It reads your customer list, runs the same message trace in each tenant through your delegated access and saves the hits, plus one summary line per customer.

  • A record table for 24 customers

    When you searched, whether the mail or the sign-in source turned up and what you did, with a box for the tenants you could not check.

Who it's for

MSP technicians working alone in a delegated (GDAP) customer tenant. Vendor-neutral: every step runs in Microsoft 365, whichever endpoint tool your customers use.

Have ready: delegated admin access to the customer, the ExchangeOnlineManagement and Microsoft.Graph PowerShell modules, and a list of every customer tenant you manage.

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After 30 days, your subscription starts automatically unless you cancel.

Eligible Microsoft tenants. Connecting needs Microsoft Entra ID P1 or higher and consent from a Global Administrator.

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Connected Intelligence.
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Download the runbook (PDF)unifiedone.com