Optimize365 Overview — Start Here
Written by Owen Parry
Updated at November 12th, 2026
Overview
Optimize365 is a purpose-built Microsoft 365 security and posture management platform for MSPs and MSSPs. It helps you secure, manage, and grow your client environments at scale by continuously scanning every connected client tenant for misconfigurations, vulnerabilities, and security drift, then turning the results into clear, actionable insights.
What Optimize365 Does
Continuous security scanning
Optimize365 continuously scans for misconfigurations, vulnerabilities, and security drifts across all of your client tenants and delivers the findings as actionable insights.
Revenue opportunities
Beyond protection, Optimize365 surfaces upsell opportunities by identifying licensing gaps, advanced security needs, and security shortfalls in each client environment.
Integrations
Optimize365 integrates with your existing PSA and RMM tools, Microsoft 365, and tools like CIPP. These integrations streamline operations, reduce manual overhead, and help you deliver consistent services across your entire client base.
Where to Start
- Set up your account — create your Optimize365 account, enable MFA, and onboard your MSP organization. See Getting Started.
- Connect your clients — connect each client's Microsoft 365 tenant from the CONNECT toggle (covered in Getting Started). If a client won't share an admin account, send them a consent share link.
- Connect your PSA (optional) — import client data automatically. See PSA Integrations.
- Fix findings — enable and run remediation. See Remediation.