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Intune Setup Checklist for Device Readiness

A practical checklist for planning Microsoft Intune device enrollment, compliance policies, baseline security, and handover documentation.

Updated July 1, 20266 min readReviewed by Barry SinghIntune setup checklist

Direct answer

An Intune setup should define which devices will be enrolled, who owns them, what compliance policies apply, which security baselines are required, and how users will be supported during rollout. A clean pilot helps avoid lockouts, unmanaged exceptions, and rushed policy changes.

What should be configured before Intune rollout?

  • Device ownership and enrollment method
  • User groups, device groups, and pilot scope
  • Compliance policies for operating system, encryption, and security posture
  • Configuration profiles for passwords, update settings, browser controls, and endpoint protection
  • Conditional Access rules tied to compliant devices where appropriate
  • Support notes for enrollment, device wipe, lost devices, and exceptions

How should Intune be rolled out safely?

01

Start with a pilot

Test a small set of devices, user roles, and common scenarios before enforcing policies across the business.

02

Document exceptions

Record devices that cannot meet the baseline and define how they will be remediated or limited.

03

Stage enforcement

Move from visibility to compliance enforcement after support notes and user communication are ready.

04

Handover ownership

Document policies, groups, support steps, and rollback notes so the environment can be managed after rollout.

Use Intune as part of device readiness

BPro Technologies can help with Intune planning, Microsoft 365 device readiness, compliance policy setup, and documentation-led handover.

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Questions buyers ask

Can BPro Technologies set up Intune?

Yes. BPro Technologies can help plan Intune enrollment, baseline device management, compliance policies, security profiles, pilot rollout, and handover documentation.

Do all devices need to be enrolled at once?

No. A staged rollout is usually safer. Start with a pilot group, confirm policy impact, document exceptions, and then expand enrollment in controlled phases.

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