This document provides a summary of a session on building the perfect Microsoft 365 tenant. It includes:
- An agenda for the session covering deployment advisors, Office 365 groups, SharePoint, security and compliance, adoption, and keeping updated.
- Information on defining services like communication, collaboration, and business applications to use across Microsoft 365 and how to deploy them.
- Guidance on using deployment advisors to guide setting up Office 365 services, understanding Office 365 groups and how they integrate various workloads, and considerations for creating SharePoint sites and migrating to Microsoft Teams.
- Recommendations for security and compliance policies, using the security and compliance centers, and handling feature requests and building adoption.
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From London, UK with 20+ years in IT
Delivery Lead, Solution Architect, Trainer
Office 365, SharePoint, Microsoft Teams,
Power Platform
Deployment & Consultancy Services, Upgrades &
Migration, Solution Development and Service Adoption
Trusted Associate for Microsoft Gold Partners
Technology Consultant
Chirag Patel
30+
Conference Sessions
20+
Recommendations
10+
Charity Rides
CLD267x: Enabling Teamwork with Microsoft Teams
CLD277x: Microsoft Service Adoption Specialist
@techChirag
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Speaker
Chirag Patel
@techChirag
UK 2011-2014 #spsuk
EMEA 2011 #spsemea
India 2012 #spsindia
Belgium 2016, 2017 #spsbe
Cambridge 2017 #spscambs
Paris 2015 #spsparis
Madrid 2016 #spsmad
Barcelona 2017 #spsbcn
London 2015-2017, 2019 #spslondon
Leicester 2019 #spsleicester
slideshare.net/techChirag
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Microsoft 365
Desktop Apps
Word, Excel, PowerPoint, and
more
Online Services
Exchange, OneDrive, Skype,
SharePoint, Microsoft Teams
Business Apps
Microsoft Bookings, Outlook
Customer manager
Everything in Windows 10 Pro
Plus…
Windows Defender Security
Controls
Windows Autopilot
Automatic Office apps
deployment
App protection for mobile
apps
Device Management for
Windows 10 PCs
Selective wipe of company
data
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Defining Services
Internal
Communication
SharePoint
Communication
Sites
Publishing Sites
Yammer Groups
Internal
Collaboration
SharePoint
Team Sites
Microsoft
Teams
OneDrive
Planner
External
Collaboration
Microsoft
Teams
SharePoint Sites
Azure B2B
OneDrive
Chat / Enterprise
Conversations
Yammer
Outlook
Conversations
Microsoft
Teams
Project
Management
SharePoint Lists
Planner
Project Online
Business
Applications
Forms
Power Apps
Power
Automate
Power BI
Connectors
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Deploying Microsoft 365
https://docs.microsoft.com/en-us/microsoft-365/enterprise/deploy-microsoft-365-enterprise?view=o365-worldwide
Phase Rollout action
Identity Add user accounts to the groups
for identity-based conditional
access policies.
Windows 10 Enterprise Add accounts to the groups to
automatically deploy Windows
10 Enterprise in place for users
with Windows 7 or Windows 8.1.
Office 365 ProPlus Add user accounts to the groups
to automatically deploy Office
365 ProPlus for users with Office
2010, Office 2013, or Office
2016.
Mobile device management Add accounts to the groups for
device enrollment and device-
based conditional access
policies.
Information protection Add user accounts to the groups
for sensitivity labels.
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Deployment Advisors for Office 365 Services
• Self-guided support for
setting up Office 365
• Series of wizards to
deploy features and
options
• Step-by-step setup plan
based on your needs
• Get full set of
instructions, videos,
reference articles, and
scripts
• Make changes using the
wizard
• Use during planning or
after you’ve already set
up the services
https://portal.office.com/adminportal/home#/SetupGuidance
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Setup
• Recommendations of tasks based on
signals
• Green icon indicates task completed
• Task details gives at a glance info and
quick activation to complete task.
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Understanding Office 365 Group
Office365Group
• SharePoint Team Site
• Shared Inbox
• Shared Calendar
• Shared OneNote Notebook
• Planner
Collection of resources for members to share. Resources such
as a shared Outlook inbox, shared calendar or a document
library for collaborating on files.
For email conversations between your members.
For scheduling events related to the group
Central repository for information, links and content
relating to your group
For gathering ideas, minutes, research, and information
For assigning and managing project tasks
among your group members
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Tools to manage Office 365 Groups
Naming Policy
Naming convention set on display name and alias during create/edit
imposing custom blocked word check
Expiration Policy
Admins set a duration to expire groups and group owners need to
attest the continuing need for their group.
Soft Delete and Restore
Admins and IWs can soft delete groups, and the groups and it
contents across workloads will be stored for 30days.
Groups reporting
Admins can view the total groups vs. active groups and the activity
across group workloads.
Security group for Group Creation
Set up a security group which is allowed to create groups
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Creating SharePoint Sites
*SharePoint site collections – can be group-ified and are visible in Outlook by default
Office 365 Group created via
Outlook is not visible in Teams
Default visibility for new group
via SharePoint, Planner or
Stream
Can be Team-ified
Office 365 Group created via
Teams is not visible in Outlook
Can be exposed in Outlook using
PowerShell
Office 365 Group created via
Yammer is not visible in Outlook
Cannot be Team-ified as it is
Yamm-ified ;-)
Create
View
SharePoint Stream Planner SharePoint Stream Planner SharePoint Stream Planner
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What’s in a name?
• I want a team
• I want a group
• I want a site
• I want a team site
• I want a collaboration space
• I want a chat space
• I want a Microsoft Teams team
• I want …?
• We will provide you with a
Team Workspace containing
• Team posts
• Team files
• Team notebook
• Team planner
• Team calendar
• Team mailbox
• Team website (news & pages, lists)
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What’s in a name?
Suggestions
• For an “All IT” Team
• GRP – IT – All IT (Prefix – Dept – Name)
• Team – All IT – Corp (Prefix – Name –
location)
• All It – Corp (Name – location)
• For an “Onboarding” Team in HR
• GRP - HR – Onboarding (Prefix – Dept –
Name)
• Team – Onboarding – West (Prefix –
Name – Location)
• Onboarding – West (Name – Location)
Opt for
• Dept-Global
• Team-Dept-Global
• Project-Location
• Adhoc Team-Location
• Easy to find and sort
• Consistent and easy to manage
• Using Office 365 Group policies
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Service Design: SharePoint service workloads
Intelligent Intranet Team collaboration
Content services
(Enterprise Content
Management)
Business applications
and Developer platform
Knowledge networks
(Project Cortex)
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SharePoint Migration Considerations
• Security Mapping
• Users, groups and permission levels
• Site Structures
• Web Parts, Content types, Site Columns, Libraries, lists,
folders and items
• Metadata
• Organisation metadata, Created By, Modified By, Created,
Modified
• Complete Site by Site basis
• Pick and choose sites (or subsites) to destination site
collections
• Entire Site Collections
• Promote site to site collections
• Site Configurations
• Workflows, Views, Alerts, Navigation
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Skype For Business to Microsoft Teams
Upgrade
• Teams = Collaboration +
(SfB Chat + Calls + Meetings)
• Champions tests and
feedback, per user basis
• All users – Teams mode
enabled
https://docs.microsoft.com/en-us/microsoftteams/upgrade-framework
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Microsoft 365 health check
• No design or configuration
documents
• Health check and remediation
for Microsoft 365
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Security and Compliance Needs
IT
Business
EmployeeSecurity Officer
Legal IT Admin
• Prevent data leaks and breaches
• Protect high value information
• Accomplish business goals as simply
as possible – if it is too hard find an
easier way…
• Limit business disruption
• Get out of my way
• Make it ease for me to get my work
done fast
• Share easily but protect my secret
stuff
• Manage the increasing volume of data
• Keep up with changing services & threats
• Make all other roles happy
• Comply with retention
• Support eDiscovery
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Microsoft 365 Security, Compliance Centres
• What’s your
scores?
• One-stop
Information
Governance
• Its not a tool for
just IT!
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Security and Compliance Policies
ID Suggested Policy
1 Enable multi-factor authentication (MFA) for all staff
2 Enable MFA for Admins with assigned administrative rights
3 Enable just-in-time access to complete admin tasks
4 Enforce mobile app protection for phones and tablets
5 Block devices that don’t support modern authentication
6 Require compliant PCs and mobile devices
7 Assign Classification in O365 Groups, Microsoft Teams, SharePoint sites
8 Classify content with sensitivity labels to enable protection
9 Classify information with retention labels
10 Provision data loss prevention (DLP) policies
11 Microsoft cannot access our content to perform service operation without approval
https://docs.microsoft.com/en-us/microsoft-365/security/microsoft-365-security-for-bdm
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Building M365 Adoption Centre
• Help and support SharePoint site
linking to Microsoft training and
support pages and videos
• Built on Microsoft 365 Learning
Pathways (SharePoint) solution
• On-demand, custom training from
Microsoft
• Customisable Learning Experience
• Build a custom playlist
• Keeping up to date with new features
• Market your knowledge events
sessions and calendar invites https://docs.microsoft.com/en-us/office365/customlearning/
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Handling M365 Feature Requests
Business
requirement
Initial review
Suitable for
Microsoft 365
• Business case
• Budget approval
• Third-party
solution available
Architecture
review
Review options Decision
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Learning path for M365 Enterprise Administrator Expert
Key
Optional Path
Required Path
Skills and knowledge verified CertificationExamOne certification required
Start here
Microsoft 365 Certified: Modern Desktop
Administrator Associate
OR
Microsoft 365 Certified:
Teamwork Administrator Associate
OR
Microsoft 365 Certified:
Messaging Administrator Associate
OR
Microsoft 365 Certified:
Security Administrator Associate
OR
MCSE Productivity Solutions Expert
Online courses and instructor-led
training available to support learning
Microsoft 365
services
User identity
and roles
Access and
authentication
Office 365 workloads
and applications
MS-100: Microsoft 365
Identity and Services
Modern device
services
Microsoft 365 security
and threat management
Microsoft 365 governance
and compliance
MS-101: Microsoft 365
Mobility and Security
Microsoft 365 Certified:
Enterprise Administrator Expert
*Must pass MS-100 + MS-101
to achieve certification
Microsoft 365 Certified: Teams Administrator
Associate
OR
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Admin Centre Dashboard Sections
Microsoft 365
ESSENTIAL
• User management
• Billing
• Domains
• Service Health
• Azure Active
Directory
• Office 365 Software
• Data loss prevention
report
• Office 365 Active
Users Report
• Message Centre
• Training and Guides
Security
PREVENT
• Microsoft Security
Score
• Identity Protection
• Device Compliance
• Cloud App Security -
OAuth apps
• Devices with active
malware
• DLP policy matches
DETECT
• Cloud App Security -
Anomaly detection
• Device protection
• Device threat
analytics
Compliance
ASSESS
• Microsoft
Compliance Score
• Cloud app appliance
• Users with most
shared files
PROTECT
• Retention label
usage
• Third-party apps in
use
• DLP policy matches
• Third-party DLP
policy matches
• Shared Files
• Shadow IT apps
SharePoint
Files by activity type
Total and active sites
Message centre
Services health
Teams
Microsoft Teams
Upgrade
User Search
Organisation
Information
Help Articles
Admin Training
Exchange
Recipients
Permissions
Compliance
Management
Organisation
Protection
Advance Threats
Mail Flow
Mobile
Public Folders
Unified Messaging
Hybrid
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Early release options for Microsoft 365
• For significant updates, follow
the Microsoft 365 Roadmap
• As an update gets closer to rolling out,
it is communicated through your
Microsoft 365 Message centre.
• A good practice is to:
• Leave the majority of users in Standard
release
• IT Pros and power users in Targeted release
to evaluate new features and prepare teams
to support business users and executives.
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Explore further resources
About the new Microsoft 365 admin
center
Office 365 Admin help center
Things to consider…Microsoft 365 Admin
roles
What's new in Microsoft 365 admin center
Microsoft 365 help center for admins and
IT pros
Microsoft 365 has come a long way with tons of productivity apps and tools and enticing features to help businesses stay ahead of their competitors with two-speed IT providers. There is a lot of information and guidance out there but it can be difficult to follow the right direction and approach to implementing Office 365 for your organisation. This session will walk through the process of getting you started giving you an overview of all the capabilities, components and common scenarios that require consideration for successfully building your Microsoft 365 tenant.
Allows us to store and track information in a structured way
Think of your activities and tasks – emails, tasks, files inputs, reviews, etc.
SharePoint integrates with other Office 365 services, such as Teams, Mail, Office programs, Delve, etc.
Advantages Shared content – reduce duplication and emails, version controls, search and discovery
Types: On-premises (2013, 2016, 2019) and SharePoint Online