How to Configure Microsoft 365 Business Premium to Block AI Browsers: A Complete Guide to Stopping Comet and Other Agentic Browsers

Executive Summary

In December 2025, Gartner issued an urgent advisory recommending that organizations “block all AI browsers for the foreseeable future” due to critical cybersecurity risks.AI browsers like Perplexity’s Comet and OpenAI’s ChatGPT Atlas introduce threats including irreversible data loss, prompt injection vulnerabilities, and unauthorized credential access.With 27.7% of organizations already having at least one user with an AI browser installed,the time to act is now. [computerworld.com]

This comprehensive guide provides step-by-step instructions for configuring Microsoft 365 Business Premium (M365 BP), specifically Microsoft Defender for Cloud Apps, to detect, monitor, and block AI-enabled browsers like Comet from accessing your enterprise resources.


Understanding the AI Browser Threat Landscape

Why AI Browsers Are Dangerous

According to Gartner analysts, “The real issue is that the loss of sensitive data to AI services can be irreversible and untraceable. Organizations may never recover lost data.” [computerworld.com]

Key Security Concerns:

  1. Autonomous Actions Without Oversight – AI browsers can autonomously navigate websites, fill out forms, and complete transactions while authenticated, creating accountability concerns for erroneous or malicious actions [computerworld.com]
  2. Traditional Controls Are Inadequate – “Traditional controls are inadequate for the new risks introduced by AI browsers, and solutions are only beginning to emerge,” according to Gartner’s senior director analyst Evgeny Mirolyubov [computerworld.com]
  3. Multi-Modal Communication Gaps – A major gap exists in inspecting multi-modal communications with browsers, including voice commands to AI browsers [computerworld.com]
  4. Immature Security Posture – Discovered vulnerabilities highlight broader concerns about the maturity of AI browser technology, with solutions likely taking “a matter of years rather than months” to mature [computerworld.com]

Prerequisites and Licensing Requirements

Required Licenses

To implement comprehensive AI browser blocking, you need: [wolkenman….dpress.com]

License OptionWhat’s Included
Microsoft 365 Business Premium + E5 Security Add-onDefender for Cloud Apps + Defender for Endpoint
Microsoft 365 E5 / A5 / G5Full suite including Conditional Access App Control
Enterprise Mobility + Security E5Defender for Cloud Apps + Defender for Endpoint
Microsoft 365 F5 Security & ComplianceAll required components
Microsoft 365 Business Premium + Defender for Cloud Apps Add-onMinimum required configuration

Technical Prerequisites

Before implementing blocking policies, ensure: [learn.microsoft.com], [learn.microsoft.com]

  • Microsoft Defender for Cloud Apps license (standalone or bundled)
  • Microsoft Entra ID P1 license (standalone or bundled)
  • Microsoft Defender for Endpoint deployed and configured
  • Cloud Protection enabled in Defender for Endpoint [learn.microsoft.com]
  • Network Protection enabled in Defender for Endpoint [learn.microsoft.com]
  • Admin permissions – Global Administrator or Security Administrator role
  • Microsoft Defender Browser Protection extension installed on non-Edge browsers [learn.microsoft.com]

Multi-Layered Defense Strategy

Blocking AI browsers requires a comprehensive, defense-in-depth approach using multiple Microsoft 365 security layers:


Configuration Guide: Step-by-Step Implementation

Phase 1: Enable Cloud Discovery for AI Applications

Objective: Gain visibility into which AI browsers and applications are being used in your organization.

Step 1.1: Access Cloud Discovery Dashboard

  1. Navigate to Microsoft Defender Portal (https://security.microsoft.com)
  2. Go to Cloud AppsCloud DiscoveryDashboard
  3. Set the time range to Last 90 days for comprehensive analysis [wolkenman….dpress.com]

Step 1.2: Filter for Generative AI Applications

  1. In the Cloud Discovery dashboard, click Category filter
  2. Select “Generative AI” from the category list [wolkenman….dpress.com]
  3. Review discovered AI applications with their risk scores
  4. Note applications with High Risk status (red indicators) [wolkenman….dpress.com]

Step 1.3: Identify AI Model Providers and MCP Servers

Beyond browsers, also identify: [wolkenman….dpress.com]

  • AI – Model Providers (Azure OpenAI API, Google Gemini API, Anthropic Claude API)
  • AI – MCP Servers (Model Context Protocol servers)

Navigate to: Cloud AppsCloud App Catalog → Filter by “AI – Model Providers” and “AI – MCP Servers”


Phase 2: Configure Defender for Endpoint Integration

Objective: Enable automatic blocking of unsanctioned apps through network-level enforcement.

Step 2.1: Enable Enforce App Access

  1. In Microsoft Defender Portal, navigate to:
  2. Toggle “Automatically block unsanctioned apps” to ON
  3. This creates automatic indicators in Defender for Endpoint when apps are marked as unsanctioned [wolkenman….dpress.com]

Step 2.2: Verify Network Protection Status

Ensure Network Protection is enabled for all browsers: [wolkenman….dpress.com]

  1. Navigate to SettingsEndpointsConfiguration Management
  2. Go to Enforcement ScopeNetwork Protection
  3. Verify status is set to “Block mode” (not just Audit mode)
  4. Apply to All devices or specific device groups

Why This Matters: Network Protection ensures that blocks work across all browsers (Chrome, Firefox, etc.), not just Microsoft Edge. [wolkenman….dpress.com]


Phase 3: Unsanction and Block Comet Browser

Objective: Mark Comet and other AI browsers as unsanctioned to trigger automatic blocking.

Step 3.1: Search for Comet in Cloud App Catalog

  1. Go to Cloud AppsCloud App Catalog
  2. Use the search function to find “Comet” or “Perplexity”
  3. Click on the application to review its risk assessment

Note: If Comet hasn’t been discovered yet in your environment, you can still add custom URLs for blocking (see Phase 6).

Step 3.2: Unsanction the Application

  1. Click the three dots (⋮) at the end of the application row
  2. Select “Unsanctioned” [learn.microsoft.com]
  3. A confirmation dialog will appear indicating the app will be blocked by Defender for Endpoint [wolkenman….dpress.com]
  4. Click Confirm

Step 3.3: Verify Indicator Creation

  1. Navigate to SettingsEndpointsIndicatorsURLs/Domains [wolkenman….dpress.com]
  2. Confirm that domains associated with Comet appear with action “Block execution”
  3. Processing may take 5-15 minutes

Example domains that may be blocked:

  • *.perplexity.ai
  • comet.perplexity.ai
  • Related CDN and API endpoints

Phase 4: Create Conditional Access Policies

Objective: Route traffic through Defender for Cloud Apps proxy for deep inspection and control.

Step 4.1: Create Base Conditional Access Policy

  1. Sign in to Microsoft Entra Admin Center (https://entra.microsoft.com)
  2. Navigate to ProtectionConditional AccessPolicies
  3. Click + New policy [learn.microsoft.com]

Step 4.2: Configure Policy Settings

Policy Name: Block AI Browsers via Session Control

Assignments: [learn.microsoft.com]

SettingConfiguration
UsersSelect All users (exclude break-glass accounts)
Target ResourcesSelect Office 365, SharePoint Online, Exchange Online
ConditionsOptional: Add device platform, location filters

Access Controls: [learn.microsoft.com]

  • Under Session → Select “Use Conditional Access App Control”
  • Choose “Use custom policy”
  • Click Select

Enable Policy: Set to Report-only initially for testing [learn.microsoft.com]

Step 4.3: Save and Validate

  1. Click Create
  2. Wait 5-10 minutes for policy propagation
  3. Test with a pilot user account

Critical Note: Ensure the “Microsoft Defender for Cloud Apps – Session Controls” application is NOT blocked by other Conditional Access policies, or session controls will fail. [learn.microsoft.com]


Phase 5: Create Session Policies to Block AI Browser User Agents

Objective: Create real-time session policies that identify and block AI browsers based on user-agent strings and behavioral patterns.

Step 5.1: Create Access Policy for User-Agent Blocking

This is one of the most effective methods to block specific browsers like Comet. [securityhq.com]

  1. In Microsoft Defender Portal, navigate to:
  2. Click Create policyAccess policy [learn.microsoft.com]

Step 5.2: Configure Access Policy Details

Basic Information: [learn.microsoft.com]

FieldValue
Policy NameBlock AI Browsers - Comet and Similar Agents
Policy SeverityHigh
CategoryAccess control
DescriptionBlocks access attempts from AI-enabled browsers including Comet, Atlas, and other agentic browsers based on user-agent detection

Step 5.3: Set Activity Filters

Activities matching all of the following: [learn.microsoft.com]

  1. App: Select applications to protect
    • Office 365
    • Exchange Online
    • SharePoint Online
    • Microsoft Teams
    • OneDrive for Business
  2. Client app: Select Browser [learn.microsoft.com]
  3. User agent tag:
    • Contains “Comet”
    • Or create custom user-agent filter (see Step 5.4)
  4. Device type: (Optional) Apply to specific device types

Step 5.4: Create Custom User-Agent String Filters

While Defender for Cloud Apps doesn’t expose direct user-agent string matching in the UI by default, you can leverage activity filters: [securityhq.com]

Known AI Browser User-Agent Patterns to Block:

User-Agent patterns (Create separate policies or use contains logic):
- Contains "Comet"
- Contains "Perplexity"
- Contains "axios" (common in automated tools)
- Contains "ChatGPT" (for Atlas browser)
- Contains "AI-Browser"
- Contains "agentic"

Advanced Method – Using Session Policy with Inspection:

  1. Create a Session Policy instead of Access Policy
  2. Set Session control type: to “Block activities” [learn.microsoft.com]
  3. Under Activity type, select relevant activities
  4. In Inspection method, configure content inspection rules

Step 5.5: Set Actions

Actions:

  • Select “Block”
  • Enable “Notify users” with custom message:
Access Denied: AI-Enabled Browser Detected

Your organization's security policy prohibits the use of AI-enabled browsers 
(such as Comet, Atlas, or similar tools) to access corporate resources due to 
data security and compliance requirements.

Please use Microsoft Edge, Chrome, or Firefox to access this resource.

If you believe this is an error, contact your IT helpdesk.

Step 5.6: Enable Governance Actions

  • Select “Send email to user”
  • Select “Alert severity” as High
  • Enable “Create an alert for each matching event”

Step 5.7: Activate the Policy

  1. Review all settings
  2. Click Create
  3. Policy becomes active immediately
  4. Monitor via Activity Log for matches

Phase 6: Block Comet Domains via Custom Indicators

Objective: Manually add Comet-related domains to Defender for Endpoint indicators for network-level blocking.

Step 6.1: Identify Comet-Related Domains

Based on Perplexity’s infrastructure, key domains include: [computerworld.com]

Primary Domains:
- perplexity.ai
- www.perplexity.ai
- comet.perplexity.ai
- api.perplexity.ai

CDN and Supporting Infrastructure:
- *.perplexity.ai (wildcard)
- assets.perplexity.ai
- cdn.perplexity.ai

Step 6.2: Create URL/Domain Indicators

  1. Navigate to SettingsEndpointsIndicatorsURLs/Domains
  2. Click + Add item

For each domain, configure:

FieldValue
Indicatorperplexity.ai
ActionBlock
ScopeAll device groups (or specific groups)
TitleBlock Perplexity Comet Browser
DescriptionBlocks access to Perplexity Comet AI browser per organizational security policy
SeverityHigh
Generate alertYes
  1. Click Save
  2. Repeat for all identified domains

Step 6.3: Test Domain Blocking

  1. From a test device with Defender for Endpoint installed
  2. Navigate to https://www.perplexity.ai in any browser
  3. You should see: [wolkenman….dpress.com]
This site has been blocked by your organization
Microsoft Defender SmartScreen blocked this unsafe site

This web page was blocked by Microsoft Defender Application Control
perplexity.ai has been blocked by your IT administrator


Phase 7: Create Cloud Discovery Policies for Alerting

Objective: Set up automated alerts when AI browsers are detected in your environment.

Step 7.1: Create App Discovery Policy

  1. Navigate to Cloud AppsPoliciesPolicy Management
  2. Click Create policyApp discovery policy [learn.microsoft.com]

Step 7.2: Configure Discovery Policy

Policy Template: Use “New risky app” template or create custom [learn.microsoft.com]

FieldConfiguration
Policy NameAlert on New AI Browser Detection
CategoryCloud discovery
Risk scoreHigh and Medium
App categorySelect “Generative AI”
Traffic volumeGreater than 10 MB (adjust as needed)

Filters:

  • App category equals Generative AI
  • Risk score less than or equal to 6 (out of 10)
  • App tag equals Unsanctioned

Governance Actions:

  • Send email to security team
  • Create alert with High severity

Testing and Validation

Validation Checklist

Monitoring and Reporting

Activity Log Monitoring:

  1. Cloud AppsActivity Log
  2. Filter by:
    • Policy: Select your AI browser blocking policies
    • Action taken: Block
    • Date range: Last 7 days

Defender for Endpoint Alerts:

  1. Incidents & AlertsAlerts
  2. Filter by:
    • Category: Custom indicator block
    • Title: Contains “Perplexity” or “Comet”

Advanced Configuration Options

Option 1: Device Compliance Requirements

Combine AI browser blocking with device compliance:

  1. In Conditional Access policy, add ConditionsDevice platforms
  2. Require devices to be Compliant or Hybrid Azure AD Joined
  3. Use Intune compliance policies to check for:
    • Comet browser installation (custom script detection)
    • Other AI browser installations

Option 2: Warn and Educate Mode

Before full blocking, consider “Warn and Educate” mode: [learn.microsoft.com]

  1. Set indicators to “Warn” instead of “Block”
  2. Users see warning message but can proceed (with logging)
  3. Collect usage data for 2-4 weeks
  4. Transition to Block mode after user education

Option 3: Scoped Blocking by Device Groups

Target specific departments first:

  1. In Defender for Endpoint, create device groups:
    • Finance Team
    • Executive Leadership
    • High-Risk Departments
  2. Apply indicators only to these groups initially
  3. Expand gradually after validation

Option 4: DLP Integration for Data Leaving via AI Browsers

Even with blocks, ensure data leakage prevention:

  1. Create Microsoft Purview DLP policies
  2. Target “All locations” including endpoints
  3. Configure rules to detect sensitive data:
    • Credit card numbers
    • Social Security numbers
    • Confidential project names
  4. Block upload/sharing of sensitive content

Identifying Comet Browser Technical Indicators

User-Agent String Analysis

While official Comet user-agent strings aren’t publicly documented by Perplexity, AI browsers typically exhibit these patterns:

Common AI Browser User-Agent Characteristics:

Mozilla/5.0 (Platform) ... Comet/[version]
Mozilla/5.0 (Platform) ... Perplexity/[version]
Chromium-based with custom identifiers
May contain "AI", "Agent", "Agentic" in UA string

Detection Strategy:

  1. Review Activity Log in Defender for Cloud Apps
  2. Filter for unknown/suspicious user agents
  3. Export activity data with user-agent strings
  4. Analyze patterns using PowerShell or Excel
  5. Update policies based on findings

Network Traffic Patterns

Comet communicates with Perplexity cloud infrastructure: [computerworld.com]

  • High-frequency API calls to api.perplexity.ai
  • WebSocket connections for real-time AI responses
  • Upload of page content and browsing context
  • Telemetry to Perplexity servers

Monitor via Defender for Cloud Apps:

  • Cloud AppsActivity Log
  • Filter by IP address ranges (if known)
  • Look for unusual upload patterns

Troubleshooting Common Issues

Issue 1: Blocks Not Working in Chrome/Firefox

Symptom: Comet/Perplexity sites accessible in non-Edge browsers

Solution: [wolkenman….dpress.com]

  1. Verify Network Protection is enabled in Defender for Endpoint
  2. Check SettingsEndpointsConfiguration Management
  3. Ensure status is “Block” not “Audit”
  4. Restart browser and test again

Issue 2: Conditional Access Policy Not Triggering

Symptom: Users can access M365 apps without session controls

Solution:

  1. Verify Conditional Access policy is in “On” mode (not Report-only) [learn.microsoft.com]
  2. Check that “Microsoft Defender for Cloud Apps – Session Controls” app is not blocked
  3. Ensure apps are listed as “Monitored” in Conditional Access App Control [securityhq.com]
  4. Clear browser cache and test in incognito mode

Issue 3: Legitimate Traffic Being Blocked

Symptom: False positives blocking valid user activity

Solution:

  1. Review Activity Log for specific blocked events
  2. Refine user-agent filters to be more specific
  3. Create exception policies for legitimate tools
  4. Use “Exclude” filters in policies for specific users/groups

Issue 4: Indicators Not Appearing in Defender for Endpoint

Symptom: Unsanctioned apps don’t create indicators

Solution:

  1. Verify “Enforce App Access” is enabled [wolkenman….dpress.com]
  2. Check that Defender for Endpoint integration is active
  3. Wait 15-30 minutes for synchronization
  4. Manually create indicators if automatic creation fails

Best Practices and Recommendations

Strategic Recommendations

  1. Phased Rollout Approach
    • Week 1-2: Report-only mode, gather usage data
    • Week 3-4: Warn mode for user education
    • Week 5+: Full block mode enforcement
  2. User Communication Strategy[computerworld.com]
    • Send organization-wide email explaining policy
    • Provide approved alternatives
    • Create FAQ document
    • Offer training on secure browsing practices
  3. Continuous Monitoring
    • Review Cloud Discovery weekly for new AI apps
    • Monitor activity logs daily for policy violations
    • Track emerging AI browser releases
    • Update indicators quarterly
  4. Exception Process
    • Create formal request process for exceptions
    • Require executive approval for high-risk apps
    • Document business justification
    • Apply additional controls for approved exceptions (DLP, session monitoring)
  5. Defense in Depth[wolkenman….dpress.com]
    • Don’t rely solely on browser blocking
    • Implement data loss prevention (DLP)
    • Use endpoint detection and response (EDR)
    • Enable Microsoft Purview for data governance
    • Deploy insider risk management

Policy Comparison Table

MethodScopeEffectivenessUser ExperienceManagement Overhead
Cloud Discovery + UnsanctioningNetwork-wide⭐⭐⭐⭐⭐Transparent (blocked before access)Low (automated)
Session PoliciesM365 Apps only⭐⭐⭐⭐May show warning messagesMedium (requires tuning)
Access PoliciesM365 Apps only⭐⭐⭐⭐⭐Blocks before session startsMedium
Manual IndicatorsAll network traffic⭐⭐⭐⭐TransparentHigh (manual updates)
Conditional AccessCloud apps only⭐⭐⭐⭐May require re-authenticationLow

Recommended Combination: Use Cloud Discovery + Unsanctioning AND Access Policies for comprehensive coverage.


Staying Current: Monitoring New AI Browsers

AI browsers are rapidly evolving. Stay ahead of threats:

Monthly Review Checklist

Cloud App Catalog Updates

  • Review newly discovered apps in Generative AI category
  • Check for new AI Model Providers
  • Assess risk scores of emerging tools

Threat Intelligence

  • Monitor Gartner reports on AI browser security [gartner.com]
  • Follow Microsoft Security Blog
  • Subscribe to CISA alerts
  • Track CVE databases for AI browser vulnerabilities

Policy Effectiveness

  • Review blocked connection attempts
  • Analyze bypass attempts
  • Update user-agent filters
  • Refine domain lists

Emerging AI Browsers to Monitor

Beyond Comet and Atlas, watch for:

  • Brave Leo Browser (AI-enhanced features)
  • Opera One (integrated AI)
  • Arc Browser (with AI capabilities)
  • SigmaOS (AI-powered browsing)
  • Browser Company products

Compliance and Documentation

Required Documentation

Maintain these records for audit purposes:

  1. Policy Documentation
    • Policy names, purposes, and justifications
    • Configuration settings and filters
    • Approval chains and stakeholder sign-offs
  2. Change Log
    • Policy modifications
    • Domain additions/removals
    • Exception approvals
  3. Incident Reports
    • Blocked access attempts
    • Policy violations
    • User complaints and resolutions
  4. Risk Assessment
    • Why AI browsers are blocked
    • Business impact analysis
    • Alternative solutions provided to users

Regulatory Considerations

Consider these compliance frameworks:

FrameworkRelevance
GDPRData processing outside organization control
HIPAAProtected health information exfiltration risk
SOXFinancial data protection requirements
PCI DSSCardholder data security
NIST 800-53Access control requirements

Conclusion: Taking Action Against AI Browser Risks

The threat posed by AI browsers like Perplexity’s Comet is real, immediate, and growing. With security experts uniformly recommending that organizations “block all AI browsers for the foreseeable future,”the time for action is now—not later. [pcmag.com], [gartner.com]

Key Takeaways:

  1. Gartner’s Warning is Clear: AI browsers introduce “irreversible and untraceable” data loss risks that traditional controls cannot adequately mitigate [computerworld.com]
  2. Multi-Layered Defense is Essential: Combining Cloud Discovery, Session Policies, Access Policies, and Network Protection provides comprehensive coverage
  3. Microsoft 365 Business Premium Provides the Tools: With Defender for Cloud Apps and Defender for Endpoint, you have enterprise-grade capabilities to detect and block AI browsers
  4. User Education is Critical: Technical controls must be paired with clear communication about why AI browsers pose risks and what alternatives are approved
  5. Continuous Vigilance Required: The AI browser landscape evolves rapidly; monthly reviews of your defenses are essential [computerworld.com]

Immediate Action Steps

This Week:

  1. ✅ Enable Cloud Discovery and filter for Generative AI apps
  2. ✅ Review current AI browser usage in your organization
  3. ✅ Enable “Enforce App Access” in Defender for Cloud Apps
  4. ✅ Verify Network Protection is enabled in Defender for Endpoint

Next Week:

  1. ✅ Create Conditional Access policy routing traffic to MDCA
  2. ✅ Unsanction Comet and other AI browsers
  3. ✅ Create custom domain indicators for Perplexity infrastructure
  4. ✅ Deploy in Report-only mode for pilot group

Within 30 Days:

  1. ✅ Create Access Policies with user-agent filtering
  2. ✅ Enable full blocking mode organization-wide
  3. ✅ Communicate policy to all users
  4. ✅ Establish ongoing monitoring processes

Additional Resources

Microsoft Documentation:

Security Research:

Community Resources:


Step-by-Step Guide: Setting Up Entra ID Conditional Access for Small Businesses

Understanding Conditional Access

Conditional Access is Microsoft’s Zero Trust policy engine that evaluates signals from users, devices, and locations to make automated access decisions and enforce organizational policies. Think of it as intelligent “if-then” statements: If a user wants to access a resource, then they must complete an action (like multifactor authentication).

For SMBs using Microsoft 365 Business Premium, Conditional Access provides enterprise-grade security without requiring complex infrastructure, protecting your organization from 99.9% of identity-based attacks.

Prerequisites

  • License Requirements: Microsoft 365 Business Premium (includes Entra ID P1) or Microsoft 365 E3/E5
  • Admin Role: Conditional Access Administrator or Global Administrator privileges
  • Preparation: Ensure all users have registered for MFA before implementing policies
  • Emergency Access Account: Create at least one break-glass account excluded from all policies

Phase 1: Initial Setup and Planning (Week 1)

Step 1: Turn Off Security Defaults

  1. Navigate to Microsoft Entra admin center (entra.microsoft.com)
  2. Go to Entra IDProperties
  3. Select Manage security defaults
  4. Toggle Security defaults to Disabled
  5. Select My organization is using Conditional Access as the reason
  6. Click Save

Important: Only disable security defaults after you’re ready to create Conditional Access policies immediately.

Step 2: Create Emergency Access Accounts

  1. Create two cloud-only accounts with complex passwords
  2. Assign Global Administrator role to both accounts
  3. Store credentials securely (separate locations)
  4. Document these accounts for emergency use only
  5. Exclude these accounts from ALL Conditional Access policies

Step 3: Access the Conditional Access Portal

  1. Sign in to entra.microsoft.com
  2. Navigate to Entra IDConditional Access
  3. Select Policies to view the main dashboard

Phase 2: Create Baseline Policies (Week 1-2)

Policy 1: Require MFA for All Users

  1. Click New policy from templates
  2. Select Require multifactor authentication for all users template
  3. Name your policy: “Baseline: MFA for All Users”
  4. Under Assignments:
    • Users: All users
    • Exclude: Select your emergency access accounts
  5. Under Target resources:
    • Select All resources (formerly ‘All cloud apps’)
  6. Under Access controlsGrant:
    • Select Require multifactor authentication
  7. Set Enable policy to Report-only
  8. Click Create

Policy 2: Block Legacy Authentication

  1. Click New policy from templates
  2. Select Block legacy authentication template
  3. Name your policy: “Security: Block Legacy Authentication”
  4. Under Assignments:
    • Users: All users
    • Exclude: Emergency access accounts
  5. Under ConditionsClient apps:
    • Configure: Yes
    • Select Exchange ActiveSync clients and Other clients
  6. Under Access controlsGrant:
    • Select Block access
  7. Set Enable policy to Report-only
  8. Click Create

Policy 3: Require MFA for Administrators

  1. Click New policy from templates
  2. Select Require multifactor authentication for admins template
  3. Name your policy: “Security: MFA for Admin Roles”
  4. Under Assignments:
    • Users: Select users and groups
    • Select Directory roles
    • Choose all administrative roles
    • Exclude: Emergency access accounts
  5. Under Access controlsGrant:
    • Select Require multifactor authentication
  6. Set Enable policy to Report-only
  7. Click Create

Phase 3: Testing and Validation (Week 2)

Step 1: Use the What If Tool

  1. Navigate to Conditional AccessPoliciesWhat If
  2. Enter test scenarios:
    • Select a test user
    • Choose target applications
    • Set device platform and location
  3. Click What If to see which policies would apply
  4. Review both “Policies that will apply” and “Policies that will not apply”
  5. Document results for each test scenario

Step 2: Monitor Report-Only Mode

  1. Leave policies in Report-only mode for at least 7 days
  2. Navigate to Entra IDSign-in logs
  3. Filter by Conditional Access = Report-only
  4. Review impacts:
    • Check for “Report-only: Success” entries
    • Investigate any “Report-only: Failure” entries
    • Look for “Report-only: User action required” entries
  5. Address any issues before enforcement

Step 3: Pilot Testing

  1. Create a pilot group with 5-10 users
  2. Create a duplicate policy targeting only the pilot group
  3. Set this pilot policy to On (enforced)
  4. Monitor for 3-5 days
  5. Gather feedback from pilot users
  6. Address any issues identified

Phase 4: Production Deployment (Week 3)

Step 1: Enable Policies

  1. After successful testing, return to each policy
  2. Change Enable policy from Report-only to On
  3. Start with one policy at a time
  4. Wait 2-4 hours between enabling each policy
  5. Monitor sign-in logs after each activation

Step 2: Communicate to Users

  1. Send announcement email before enforcement
  2. Include:
    • What’s changing and when
    • Why it’s important for security
    • What users need to do (register for MFA)
    • Support contact information
  3. Provide MFA registration instructions
  4. Schedule optional training sessions

Phase 5: Advanced Policies (Week 4+)

Optional: Require Compliant Devices

Only implement after basic policies are stable

  1. Create new policy: “Security: Require Compliant Devices”
  2. Target high-value applications first
  3. Under Grant controls:
    • Select Require device to be marked as compliant
  4. Test thoroughly before enforcement

Optional: Location-Based Access

  1. Define trusted locations (office IP addresses)
  2. Create policies based on location:
    • Block access from specific countries
    • Require MFA when not in trusted location

Troubleshooting Common Issues

Users Can’t Sign In

  • Check sign-in logs for specific error messages
  • Use What If tool to identify blocking policies
  • Verify user has completed MFA registration
  • Temporarily exclude user while investigating

Policy Not Applying

  • Verify policy is set to “On” not “Report-only”
  • Check assignment conditions match user scenario
  • Review excluded users and groups
  • Wait 1-2 hours for policy propagation

Emergency Rollback

  1. Navigate to problematic policy
  2. Set Enable policy to Off
  3. Or exclude affected users temporarily
  4. Document issue for resolution
  5. Re-enable after fixing configuration

Training Resources

Microsoft Learn Modules (Free)

Documentation and Guides

Video Resources

Best Practices Summary

  • ✅ Always maintain emergency access accounts excluded from all policies
  • ✅ Test every policy in Report-only mode for at least 7 days
  • ✅ Use the What If tool before and after creating policies
  • ✅ Start with Microsoft’s template policies – they represent best practices
  • ✅ Document all policies and their business justification
  • ✅ Monitor sign-in logs regularly for anomalies
  • ✅ Communicate changes to users before enforcement
  • ✅ Have a rollback plan for every policy
  • ✅ Implement policies gradually, not all at once
  • ✅ Review and update policies quarterly

CIA Brief – 231111

How AI Can Improve Threat Intelligence Gathering and Usage – https://techcommunity.microsoft.com/t5/educator-developer-blog/how-ai-can-improve-threat-intelligence-gathering-and-usage/ba-p/3975449

Reflecting on 20 years of Windows Patch Tuesday – https://blogs.windows.com/windowsexperience/2023/11/09/reflecting-on-20-years-of-windows-patch-tuesday/

Must-have skills for the AI era | AI at work with Microsoft’s Jared Spataro – https://www.youtube.com/watch?v=F8nzcGC8la0

Using Microsoft Defender Threat Intelligence with the Diamond Model for Threat Intelligence – https://techcommunity.microsoft.com/t5/microsoft-defender-threat/using-microsoft-defender-threat-intelligence-with-the-diamond/ba-p/3976100

Insights from Microsoft Security Copilot early adopters – https://www.microsoft.com/en-us/security/blog/2023/11/08/insights-from-microsoft-security-copilot-early-adopters/

Microsoft shares threat intelligence at CYBERWARCON 2023 – https://www.microsoft.com/en-us/security/blog/2023/11/09/microsoft-shares-threat-intelligence-at-cyberwarcon-2023/

Copilot in Microsoft 365 Chat | Uncover Similar Themes – https://www.youtube.com/watch?v=Hj5xpC5_ZJw

Create a company-wide signature or disclaimer in Microsoft 365 – https://www.youtube.com/watch?v=r-JDQPeoLig

Microsoft 365 Chat | Generate New Ideas with Copilot – https://www.youtube.com/watch?v=tU96RtPhQ0k

Microsoft 365 Chat | Manage Your Inbox – https://www.youtube.com/watch?v=yWC2XcRvH7E

Copilot in Teams | Get meeting overviews – https://www.youtube.com/watch?v=UNQeA2uqNPA

Now is the time—manage your Mac endpoints with Microsoft Intune – https://techcommunity.microsoft.com/t5/microsoft-intune-blog/now-is-the-time-manage-your-mac-endpoints-with-microsoft-intune/ba-p/3974449

Simplified security settings management is now generally available – https://techcommunity.microsoft.com/t5/microsoft-defender-for-endpoint/simplified-security-settings-management-is-now-generally/ba-p/3975158

Getting started with Microsoft Lists – Edit a view of a list – https://www.youtube.com/watch?v=Xcd7IW3p8Fw

Copilot in Microsoft 365 Chat | Grow your knowledge – https://www.youtube.com/watch?v=hkS-qS0ClSs

Discover, prepare, and recap your meetings in one place with Meet in Microsoft Teams – https://www.youtube.com/watch?v=JBxI4qiBPdk

Getting started with OneDrive – Share files and folders with Microsoft 365 – https://www.youtube.com/watch?v=Rs7hqD8nzyw

Emphasizing Security by Default with Advanced Microsoft Authenticator Features. – https://techcommunity.microsoft.com/t5/microsoft-entra-azure-ad-blog/emphasizing-security-by-default-with-advanced-microsoft/ba-p/3773130

Automatic Conditional Access policies in Microsoft Entra streamline identity protection – https://www.microsoft.com/en-us/security/blog/2023/11/06/automatic-conditional-access-policies-in-microsoft-entra-streamline-identity-protection/

Enterprise IoT security with Defender for IoT now included in Microsoft 365 E5 and E5 Security plans – https://techcommunity.microsoft.com/t5/microsoft-365-defender-blog/enterprise-iot-security-with-defender-for-iot-now-included-in/ba-p/3967533

What’s new for Security: Training and Certification – https://techcommunity.microsoft.com/t5/microsoft-learn-blog/what-s-new-for-security-training-and-certification/ba-p/3644507

Complete the new 30 Days to Learn It Challenge and explore the new trainings in Security – https://techcommunity.microsoft.com/t5/security-compliance-and-identity/complete-the-new-30-days-to-learn-it-challenge-and-explore-the/ba-p/3966324

Copilot in Outlook | Manage your inbox – https://www.youtube.com/watch?v=PSTSOyBccnY

Copilot in Word | Locate key information – https://www.youtube.com/watch?v=hxc5t3AfpKo

Copilot in Word | Transform a document – https://www.youtube.com/watch?v=Tx0IbvgI4NA

Announcing Microsoft Secure Future Initiative to advance security engineering – https://www.microsoft.com/en-us/security/blog/2023/11/02/announcing-microsoft-secure-future-initiative-to-advance-security-engineering/

After hours

Candy Thieves vs Rigged Candy Bowl – https://www.youtube.com/watch?v=Zb01RStdzEs

Editorial

Next week is going to be a firehose with Microsoft Ignite taking place, so be prepared for lots of links in the CIA Brief next week.

If you found this valuable, the I’d appreciate a ‘like’. This helps me know that people enjoy what I have created. If you have any feedback or suggestions around this, I’m all ears. You can also find me via email director@ciaops.com and on X (Twitter) at https://www.twitter.com/directorcia.

Watch out for the next CIA Brief next week.

Need to Know podcast–Episode 300

In this episode I cover off why adding Azure to every environment makes sense. Even though the billing model is different that doesn’t there isn’t an opportunity to add value to an environment with what Azure can provide. There are also plenty of updates from the Microsoft Cloud with many exciting new things to try. Listen along and let me know if you have any feedback.

You can listen directly to this episode at:

https://ciaops.podbean.com/e/episode-300-why-you-should-add-azure/

Subscribe via iTunes at:

https://itunes.apple.com/au/podcast/ciaops-need-to-know-podcasts/id406891445?mt=2

The podcast is also available on Stitcher at:

http://www.stitcher.com/podcast/ciaops/need-to-know-podcast?refid=stpr

Don’t forget to give the show a rating as well as send me any feedback or suggestions you may have for the show

This episode was recorded using Microsoft Teams and produced with Camtasia 2022.

Brought to you by www.ciaopspatron.com

Resources

@directorcia

@directorcia@twit.social

Join my shared channel

CIAOPS merch store

Become a CIAOPS Patron

CIAOPS Blog

YouTube edition of this podcast

Introducing the new Microsoft Teams, now in preview

The new Teams

Welcome to the new era of Microsoft Teams

Windows 365 Frontline available in public preview

Adding your Microsoft Store for Business and Education apps to the Microsoft Store in Intune

What’s New at Microsoft Secure

Avatars for Microsoft Teams

Introducing Microsoft Security Copilot: Empowering defenders at the speed of AI

Explaining the Microsoft 365 Copilot System

Microsoft Incident Response Retainer is generally available

Microsoft awarded Best Advanced Protection for Corporate and Consumer Users by AV-TEST

New Microsoft Intune Devices experience

What’s new in Microsoft Intune – 2303 (March) edition

How to enable Microsoft Authenticator Lite for Outlook mobile (preview)

Need to Know podcast–Episode 285

I’m back baby! It’s been quite a while now but I’ve decided to start getting the Microsoft Cloud information and updates out there irrespectively of whether there is a guest or not. Let’s see how that goes and please let me know what you think and any suggestions you may have.

I’ll also bring you up to date with all the latest news from the Microsoft Cloud.

Take a listen and let us know what you think – director@ciaops.com

You can listen directly to this episode at:

https://ciaops.podbean.com/e/episode-285-updates/

Subscribe via iTunes at:

https://itunes.apple.com/au/podcast/ciaops-need-to-know-podcasts/id406891445?mt=2

The podcast is also available on Stitcher at:

http://www.stitcher.com/podcast/ciaops/need-to-know-podcast?refid=stpr

Don’t forget to give the show a rating as well as send me any feedback or suggestions you may have for the show.

This episode was recorded using Microsoft Teams and produced with Camtasia 2022.

Brought to you by www.ciaopspatron.com

Resources

@directorcia

Basic Authentication Deprecation in Exchange Online – September 2022 Update

Stream mobile app in beta

Microsoft to drop Kaizala in 2023

Microsoft Security highlights from Black Hat USA 2022

What’s new in Microsoft Endpoint Manager – 2208 (August) edition

Microsoft Defender monthly news August

Enabling corporate access using browser controls in Windows

Microsoft Entra Verified ID now generally available

Microsoft announces new solutions for threat intelligence and attack surface management

Microsoft Ignite

CIAOPS Shared channel

CIAOPS Need to Know webinar September

Set up PAYG for Power Platform

The Power Platform now has the ability to be Pay As You Go (PAYG) for licensing. This is a great option to get access to many advanced capabilities on demand. When you configure this option the billing is done via Azure rather than Microsoft 365. This means, prior to setting up PAYG for the power Platform, you’ll need to have an Azure subscription in place. As I have highlighted before:

Deploy Office 365 and Azure together

Once you have the Azure subscription in place, inside the same tenant where you want to enable PAYG for the Power Platform, you’ll need to have or create an Azure Resource group that will be associated with the PAYG option. You need to create this ahead of time. The following will show you how to create one if you need to:

Manage Azure resource groups by using the Azure portal

image

You’ll then need to visit the Power Platform admin center which is at:

https://admin.powerplatform.microsoft.com/

then select Billing policies. From the top menu now select New billing policy as shown above.

image

Give the policy a name, the name needs to be at least 10 alphanumeric characters. Select Next to continue.

image

Now select the Azure subscription you want the billing ties to. Then select the Resource Group that you want to use, the must already be in your Azure subscription as aI noted earlier. Finally select the region and press Next to continue.

image

Now add any environment to the subscription and press Next to continue.

image

Here select Create Billing Policy.

image

The policy should now be created and displayed as shown above.

You create additional billing policies if you wish by simply repeating the above process. Doing so would allow you to tie that policy to a different Azure subscription and/or Resource Group for billing and management if needed.

For more details on the Power Platform PAYG option see:

Set up pay-as-you-go