THE BRAINTREE APPROACH
Deploy, Adopt, Secure, Run.
Licensing is the starting point. The work is getting people using Microsoft 365 well, protecting the information they share and keeping the environment healthy after rollout. These four stages give that work a clear owner.
01
Deploy
Build or remediate the tenant around identity, Exchange, SharePoint, Teams and Intune. Establish the configuration and responsibilities before asking people to change how they work.
02
Adopt
Use role-based training and a champions network. Sequence Copilot adoption around data access, classification and governance so people understand what they can use and when.
03
Secure
Configure conditional access, multi-factor authentication, sensitivity labels and retention for the agreed requirements. Establish a Secure Score baseline and make the improvements visible.
04
Run
Review tenant health, licence use and adoption as an ongoing service. Agree monitoring coverage, reporting and escalation so the relationship continues beyond deployment.
MICROSOFT PRODUCT CAPABILITIES
The Microsoft products behind the workplace.
Microsoft 365 brings productivity applications, communication, content, and administration into one subscription portfolio. The right combination depends on how each person works and the controls your organisation needs.
Microsoft 365 applications
Business Basic provides web and mobile applications. Standard and Premium options add desktop applications, alongside services such as Exchange, OneDrive, and SharePoint.
Microsoft Teams
Use chat, meetings, and collaboration where Teams is included in the chosen plan. Teams Phone, calling arrangements, and specialist meeting requirements need their own product choices.
Identity and device security
Business Premium includes additional identity, device management, and threat protection capabilities using Microsoft Entra ID, Intune, and Defender products.
Microsoft Copilot
Compare included Copilot Chat with licensed work-grounded and in-app experiences. Some Microsoft 365 offers bundle Copilot; the selected subscription determines the entitlement.
Explore Microsoft Copilot
Select plans by working role
Business plans support up to 300 users. Larger organisations and more complex compliance needs may need enterprise plans. Microsoft offers plans with and without Teams, so the exact subscription matters.
Put it to work with Braintree.
Braintree reviews the tenant and user roles, selects the appropriate plans, and configures identity, collaboration, security, and device management. Adoption and ongoing operation make the tools useful after deployment.
Microsoft product guidance
Review the tenant before expanding the rollout.
A workplace review should establish the current position across configuration, licences, access and adoption. Its output is a prioritised plan tied to how the organisation intends to use Microsoft 365.
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Tenant and licence baseline, including relevant service plans.
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Identity, device and information-protection findings.
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Collaboration and user-adoption priorities.
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Copilot use cases and readiness requirements.
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Operational responsibilities and a measurable improvement backlog.
01
Make collaboration usable and controlled
Microsoft 365 can be widely licensed while teams still exchange duplicate files, struggle to find the right workspace or grant access without a clear owner. A workplace review should examine how people actually collaborate: documents, meetings, email, guests and the devices used away from the office.
Copilot introduces a further reason to examine information access. Microsoft’s guidance connects readiness with licensing, supported services and data-governance controls. The review should distinguish enabling a product from establishing suitable information permissions and useful working practices. Braintree’s scope can connect these activities, but adoption, migration and continuing operation should each have named deliverables.
02
Prepare the tenant and the people who own its content
Bring a tenant and subscription inventory, identity arrangements, device coverage, collaboration patterns and known access problems. Identify site and information owners, external-sharing requirements and the users involved in a first rollout. Include recent support issues so the plan responds to repeated friction rather than relying only on configuration checks.
Agree ownership of Teams and SharePoint spaces, joiner and leaver processes, application deployment and changes to information controls. For a Copilot use case, select representative work, verify the underlying information and define how users will review generated output. A practical handover combines configuration records with user guidance and a support path. The customer remains responsible for business decisions about access, information ownership and adoption priorities.
03
Workplace decisions before the next rollout
Decision
Evidence to examine
What to agree
Collaboration structure
How teams create, share, search and retire working information.
Workspace ownership, guest rules and the information lifecycle.
Identity and endpoints
Account lifecycle, user locations and managed-device coverage.
The appropriate access and device-control design for each user group.
Copilot adoption
Eligible users, meaningful tasks and the content they can access.
A readiness backlog, evaluation approach and responsibility for output review.
BEFORE YOU DECIDE
Practical questions.
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Is a Copilot licence enough to begin?
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Can Braintree review an existing tenant?
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How does this connect to security and voice?
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Can Copilot reveal poorly governed content?
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Does every document need to move into a new workspace?
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How should adoption be measured?
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Who approves tenant changes that affect staff?
BUILD YOUR BUSINESS CASE
Make a stronger case for the way your people work.
The problem to solve.
Licences alone do not resolve inconsistent collaboration, unused features or information shared too widely. Connect the workplace proposal to the tasks and controls that need attention.
What success should look like.
Agree which employee workflows should improve, how adoption will be measured and who will own security and support after rollout.
Bring these into the discussion.
A useful starting point for your team and the people approving the investment.
Useful reading for your proposal.
Evidence, examples and questions to take into the decision.
Insight
18 February 2026
Adoption & measurement
Measure Copilot value with evidence
Identify useful adoption and value measures before asking for a wider rollout.
Read the insight
Customer story
7 September 2023
Customer story
Efficient Group: Azure and Teams together
See how infrastructure and collaboration were considered across a distributed financial-services workforce.
Read the customer story
Insight
13 April 2026
Braintree expertise
The work behind better Teams meetings
Understand Braintree’s focus on the meeting-room experience as part of Modern Workplace.
Read the insight
LET’S GROW.
Work through the next step with Braintree.
Bring the workflows and tenant questions. We can help turn them into a practical workplace scope.
