Microsoft 365

Setting Up Microsoft 365: The 5 Most Common Technical Mistakes

Denise Kriechbaumer Denise Kriechbaumer · April 2026 · 6 min

Microsoft 365 is the foundation of digital collaboration for many companies. Teams, SharePoint, Exchange, OneDrive - all connected, all in the cloud. In theory.

In practice, things often look different: access rights are wrong, workflows don't work, mailboxes are misconfigured. Yet the most common technical mistakes can be avoided with a clean setup from the start.

1 No clear permission structure in SharePoint

The most common problem: Either everyone has access to everything - or the wrong person can't access the files they need.

SharePoint permissions should be structured by roles and departments from the start. Retrospective corrections are time-consuming and error-prone.

How to do it right: Define the access structure before setup, then create permission groups in the Admin Center and assign SharePoint libraries accordingly.

2 OneDrive instead of SharePoint for team documents

OneDrive is for individual users' personal files. SharePoint is for shared team documents.

Storing company documents in individual OneDrive folders risks: When an employee leaves, file access is lost. New colleagues can't access documents.

How to do it right: Team documents always go in SharePoint document libraries - OneDrive only for personal work files.

3 Power Automate not used - manual processes remain

Many companies use Microsoft 365, but hardly anyone uses Power Automate. Yet routine processes can be automated:

  • Automatically forward vacation requests to the manager
  • Automatically notify via Teams when new SharePoint entries are added
  • Automatic deadline and follow-up reminders
How to do it right: Identify frequently recurring, simple processes and configure them as workflows in Power Automate.

4 No standardized company templates

10 employees - 10 different email signatures. Everyone uses their own Word template. PowerPoint presentations look different every time.

Microsoft 365 enables company-wide templates for Word, PowerPoint and Outlook signatures, centrally managed through the Admin area.

How to do it right: Set up templates once in the Admin Center - they then apply automatically for all employees.

5 Licenses incorrectly or inefficiently assigned

Microsoft 365 offers different license types: Business Basic, Business Standard, Business Premium - and more.

Incorrectly assigned licenses mean either: paying too much or missing features.

How to do it right: Assign licenses based on actual needs per user role. This can be adjusted at any time in the Microsoft Admin Center.

Conclusion

A clean technical setup of Microsoft 365 saves more time in the long run than it costs. A structured approach from the start prevents later correction efforts.

Denise Kriechbaumer - SmartOffice
Denise Kriechbaumer

Founder of SmartOffice - Digital Office IT Services. Technical setup and management of digital office and IT infrastructure for European B2B companies.

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