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Device onboarding at an MSP

Bring a new laptop or desktop into management correctly: asset record, provisioning, baseline, security tools and a verified handover.

Level
Beginner
Length
About 40 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 1 Oct 2026

Skills you'll practise

  • Create a complete asset record for a new device.
  • Describe how user-driven provisioning enrolls a device and applies policies and apps.
  • Verify that a device meets the baseline (compliance, encryption, EDR, RMM) before handover.
  • Hand a device to a user with a checked first sign-in and a clear record.

Course outline

  1. 1.Device onboarding at an MSPVideo · 4 min
  2. 2.Before the device arrives: records and registrationLesson · 8 min
  3. 3.Provisioning and the baselineLesson · 8 min
  4. 4.Handover and the first dayLesson · 8 min
  5. 5.Device onboarding at an MSP: knowledge checkKnowledge check · 18 questions
  6. 6.Final exam7 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

  • Microsoft Learn: Overview of Windows Autopilot
  • Microsoft Learn: Windows Autopilot user-driven mode
  • Microsoft Learn: Set up the Enrollment Status Page
  • Microsoft Learn: Onboard Windows devices to Microsoft Defender for Endpoint
  • NIST SP 800-53 CM-8 (system component inventory), control description

See it with your own jobs and topics

Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.