diff --git a/.github/workflows/AutoLabelAssign.yml b/.github/workflows/AutoLabelAssign.yml index 374cf10ace1..dff3a64e9ea 100644 --- a/.github/workflows/AutoLabelAssign.yml +++ b/.github/workflows/AutoLabelAssign.yml @@ -14,6 +14,7 @@ on: jobs: download-payload: name: Download and extract payload artifact + if: github.repository_owner == 'MicrosoftDocs' uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-ExtractPayload.yml@workflows-prod with: WorkflowId: ${{ github.event.workflow_run.id }} @@ -23,6 +24,7 @@ jobs: label-assign: name: Run assign and label + if: github.repository_owner == 'MicrosoftDocs' needs: [download-payload] uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-AutoLabelAssign.yml@workflows-prod with: @@ -32,4 +34,4 @@ jobs: ExcludedUserList: '["user1", "user2"]' ExcludedBranchList: '["branch1", "branch2"]' secrets: - AccessToken: ${{ secrets.GITHUB_TOKEN }} + AccessToken: ${{ secrets.GITHUB_TOKEN }} \ No newline at end of file diff --git a/.github/workflows/AutoLabelMsftContributor.yml b/.github/workflows/AutoLabelMsftContributor.yml index 51a7204ca3b..98f597ebd59 100644 --- a/.github/workflows/AutoLabelMsftContributor.yml +++ b/.github/workflows/AutoLabelMsftContributor.yml @@ -13,7 +13,7 @@ on: jobs: download-payload: - if: github.repository_visibility == 'public' + if: github.repository_owner == 'MicrosoftDocs' && github.repository_visibility == 'public' name: Download and extract payload artifact uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-ExtractPayload.yml@workflows-prod with: @@ -24,11 +24,12 @@ jobs: label-msft: name: Label Microsoft contributors - if: github.repository_visibility == 'public' + if: github.repository_owner == 'MicrosoftDocs' && github.repository_visibility == 'public' needs: [download-payload] uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-AutoLabelMsftContributor.yml@workflows-prod with: PayloadJson: ${{ needs.download-payload.outputs.WorkflowPayload }} secrets: AccessToken: ${{ secrets.GITHUB_TOKEN }} - TeamReadAccessToken: ${{ secrets.ORG_READTEAMS_TOKEN }} + ClientId: ${{ secrets.M365_APP_CLIENT_ID }} + PrivateKey: ${{ secrets.M365_APP_PRIVATE_KEY }} \ No newline at end of file diff --git a/.github/workflows/BackgroundTasks.yml b/.github/workflows/BackgroundTasks.yml index df47453615e..c4182fdaa8d 100644 --- a/.github/workflows/BackgroundTasks.yml +++ b/.github/workflows/BackgroundTasks.yml @@ -9,6 +9,7 @@ on: jobs: upload: + if: github.repository_owner == 'MicrosoftDocs' runs-on: ubuntu-latest steps: @@ -23,4 +24,4 @@ jobs: - uses: actions/upload-artifact@v4 with: name: PayloadJson - path: pr/ + path: pr/ \ No newline at end of file diff --git a/.github/workflows/BuildValidation.yml b/.github/workflows/BuildValidation.yml index e57844b453a..dadccacbef7 100644 --- a/.github/workflows/BuildValidation.yml +++ b/.github/workflows/BuildValidation.yml @@ -11,11 +11,9 @@ on: jobs: build-status: + if: github.repository_owner == 'MicrosoftDocs' uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-BuildValidation.yml@workflows-prod with: PayloadJson: ${{ toJSON(github) }} secrets: AccessToken: ${{ secrets.GITHUB_TOKEN }} - - - diff --git a/.github/workflows/LiveMergeCheck.yml b/.github/workflows/LiveMergeCheck.yml index fa3b1bbccc4..08bc84c1834 100644 --- a/.github/workflows/LiveMergeCheck.yml +++ b/.github/workflows/LiveMergeCheck.yml @@ -12,8 +12,9 @@ on: jobs: live-merge: + if: github.repository_owner == 'MicrosoftDocs' uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-LiveMergeCheck.yml@workflows-prod with: PayloadJson: ${{ toJSON(github) }} secrets: - AccessToken: ${{ secrets.GITHUB_TOKEN }} + AccessToken: ${{ secrets.GITHUB_TOKEN }} \ No newline at end of file diff --git a/.github/workflows/M365Endpoints.yml b/.github/workflows/M365Endpoints.yml index 51de507779f..346fcace898 100644 --- a/.github/workflows/M365Endpoints.yml +++ b/.github/workflows/M365Endpoints.yml @@ -14,7 +14,7 @@ on: jobs: get-previous-run: - if: github.repository_visibility == 'private' + if: github.repository_owner == 'MicrosoftDocs' && github.repository_visibility == 'private' name: Get previous run ID runs-on: ubuntu-latest continue-on-error: true @@ -42,7 +42,7 @@ jobs: echo "Previous run ID: ${{ steps.previous_run.outputs.previous_run_id }}" update-includes: - if: github.repository_visibility == 'private' + if: github.repository_owner == 'MicrosoftDocs' && github.repository_visibility == 'private' needs: get-previous-run name: Update includes runs-on: ubuntu-latest diff --git a/.github/workflows/PrFileCount.yml b/.github/workflows/PrFileCount.yml index 2e3823333d9..8f3a17c24c1 100644 --- a/.github/workflows/PrFileCount.yml +++ b/.github/workflows/PrFileCount.yml @@ -12,8 +12,9 @@ on: jobs: file-count: + if: github.repository_owner == 'MicrosoftDocs' uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-PrFileCount.yml@workflows-prod with: PayloadJson: ${{ toJSON(github) }} secrets: - AccessToken: ${{ secrets.GITHUB_TOKEN }} + AccessToken: ${{ secrets.GITHUB_TOKEN }} \ No newline at end of file diff --git a/.github/workflows/ProtectedFiles.yml b/.github/workflows/ProtectedFiles.yml index 35fd5e19e91..42c4b0ad286 100644 --- a/.github/workflows/ProtectedFiles.yml +++ b/.github/workflows/ProtectedFiles.yml @@ -10,8 +10,9 @@ on: [pull_request_target] jobs: protected-files: + if: github.repository_owner == 'MicrosoftDocs' uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-ProtectedFiles.yml@workflows-prod with: PayloadJson: ${{ toJSON(github) }} secrets: - AccessToken: ${{ secrets.GITHUB_TOKEN }} + AccessToken: ${{ secrets.GITHUB_TOKEN }} \ No newline at end of file diff --git a/.github/workflows/Publish.yml b/.github/workflows/Publish.yml new file mode 100644 index 00000000000..e1d6aa38502 --- /dev/null +++ b/.github/workflows/Publish.yml @@ -0,0 +1,25 @@ +name: (Scheduled) Publish to live + +permissions: + contents: write + pull-requests: write + +on: + schedule: + - cron: "25 5,11,17,22 * * *" # Times are UTC based on Daylight Saving Time. Need to be adjusted for Standard Time. Scheduling at :25 to account for queuing lag. + + workflow_dispatch: + +jobs: + + auto-publish: + if: github.repository_owner == 'MicrosoftDocs' && contains(github.event.repository.topics, 'build') + uses: MicrosoftDocs/max-cpub-test/.github/workflows/Shared-Publish.yml@main + with: + PayloadJson: ${{ toJSON(github) }} + EnableAutoPublish: true + + secrets: + AccessToken: ${{ secrets.GITHUB_TOKEN }} + PrivateKey: ${{ secrets.M365_APP_PRIVATE_KEY }} + ClientId: ${{ secrets.M365_APP_CLIENT_ID }} diff --git a/.github/workflows/Stale.yml b/.github/workflows/Stale.yml index bd9c8c1abaf..17997539340 100644 --- a/.github/workflows/Stale.yml +++ b/.github/workflows/Stale.yml @@ -11,9 +11,10 @@ on: jobs: stale: + if: github.repository_owner == 'MicrosoftDocs' uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-Stale.yml@workflows-prod with: RunDebug: false RepoVisibility: ${{ github.repository_visibility }} secrets: - AccessToken: ${{ secrets.GITHUB_TOKEN }} + AccessToken: ${{ secrets.GITHUB_TOKEN }} \ No newline at end of file diff --git a/.github/workflows/StaleBranch.yml b/.github/workflows/StaleBranch.yml new file mode 100644 index 00000000000..eb6b63edb0d --- /dev/null +++ b/.github/workflows/StaleBranch.yml @@ -0,0 +1,26 @@ +name: (Scheduled) Stale branch removal + +permissions: + contents: write + +on: + schedule: + - cron: "0 9 1 * *" + + # workflow_dispatch: + + +jobs: + + stale-branch: + if: github.repository_owner == 'MicrosoftDocs' + uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-StaleBranch.yml@workflows-prod + with: + PayloadJson: ${{ toJSON(github) }} + RepoBranchSkipList: '[ + "ExampleBranch1", + "ExampleBranch2" + ]' + ReportOnly: false + secrets: + AccessToken: ${{ secrets.GITHUB_TOKEN }} \ No newline at end of file diff --git a/.github/workflows/TierManagement.yml b/.github/workflows/TierManagement.yml index 4078a48fda4..47baf0be658 100644 --- a/.github/workflows/TierManagement.yml +++ b/.github/workflows/TierManagement.yml @@ -11,11 +11,11 @@ on: jobs: tier-mgmt: - if: github.repository_visibility == 'private' + if: github.repository_owner == 'MicrosoftDocs' && github.repository_visibility == 'private' uses: MicrosoftDocs/microsoft-365-docs/.github/workflows/Shared-TierManagement.yml@workflows-prod with: PayloadJson: ${{ toJSON(github) }} EnableWriteSignOff: 1 - EnableReadOnlySignoff: 0 + EnableReadOnlySignoff: 1 secrets: - AccessToken: ${{ secrets.GITHUB_TOKEN }} + AccessToken: ${{ secrets.GITHUB_TOKEN }} \ No newline at end of file diff --git a/.openpublishing.redirection.admin.json b/.openpublishing.redirection.admin.json index c983b7bdc51..d5f2b44afb5 100644 --- a/.openpublishing.redirection.admin.json +++ b/.openpublishing.redirection.admin.json @@ -5,7 +5,7 @@ "redirect_url": "/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps", "redirect_document_id": false }, - { + { "source_path": "microsoft-365/admin/manage/servicenow-aad-oauth-token.md", "redirect_url": "/microsoft-365/admin/manage/servicenow-authentication", "redirect_document_id": false @@ -1315,6 +1315,11 @@ "redirect_url": "/microsoft-365/admin/support-contact-info", "redirect_document_id": false }, + { + "source_path": "microsoft-365/admin/support-contact-info.md", + "redirect_url": "https://support.microsoft.com/topic/customer-service-phone-numbers-c0389ade-5640-e588-8b0e-28de8afeb3f2#ID0EBBD=signinorgid", + "redirect_document_id": false + }, { "source_path": "microsoft-365/admin/misc/sign-up-for-online-services.md", "redirect_url": "/microsoft-365/admin/misc/remove-a-domain-from-another-account", @@ -1681,9 +1686,9 @@ "redirect_document_id": false }, { - "source_path": "microsoft-365/admin/dns/create-dns-records-at-1-1-internet.md", - "redirect_url": "/microsoft-365/admin/dns/create-dns-records-at-ionos-com", - "redirect_document_id": true + "source_path": "microsoft-365/admin/dns/create-dns-records-at-1-1-internet.md", + "redirect_url": "/microsoft-365/admin/dns/create-dns-records-at-ionos-com", + "redirect_document_id": true }, { "source_path": "microsoft-365/admin/dns/change-nameservers-at-aws.md", @@ -2124,86 +2129,96 @@ "source_path": "microsoft-365/admin/misc/move-email-and-data-to-office-365-business-premium.md", "redirect_url": "https://support.microsoft.com/office/move-your-old-email-calendars-and-contacts-to-microsoft-365-2c37f0b7-2915-423c-b35e-9e03267f23dc", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/manage/servicenow-testing-the-configuration-v1.md", "redirect_url": "/microsoft-365/manage/servicenow-testing-the-configuration", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/manage/servicenow-troubleshooting-v1.md", "redirect_url": "/microsoft-365/admin/manage/servicenow-troubleshooting", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/manage/servicenow-basic-authentication-v1.md", "redirect_url": "/microsoft-365/admin/manage/servicenow-authentication", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/manage/servicenow-overview-v1.md", "redirect_url": "/microsoft-365/admin/manage/servicenow-overview", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/services-in-china/parity-between-azure-information-protection.md", "redirect_url": "/azure/information-protection/parity-between-azure-information-protection", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/email/access-email-from-a-mobile-device.md", "redirect_url": "/microsoft-365/admin/setup/set-up-mobile-devices", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/add-users/admin-roles-page.md", "redirect_url": "/microsoft-365/admin/add-users/assign-admin-roles", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/admin/misc/account-disabled-error.md", "redirect_url": "/exchange/recipients-in-exchange-online/manage-user-mailboxes/enable-or-disable-outlook-web-app", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/enterprise/identity-sync.md", "redirect_url": "/microsoft-365/enterprise/deploy-identity-solution-identity-model", "redirect_document_id": false - }, - { + }, + { "source_path": "microsoft-365/enterprise/google-groups-migration.md", "redirect_url": "/microsoft-365/enterprise/deploy-identity-solution-identity-model", "redirect_document_id": false - }, - { - "source_path": "microsoft-365/admin/misc/experience-insights-help-articles.md", - "redirect_url": "/microsoft-365/admin/misc/experience-insights-dashboard", - "redirect_document_id": false - }, - { - "source_path": "microsoft-365/admin/email/remove-license-from-shared-mailbox.md", - "redirect_url": "/microsoft-365/admin/email/create-a-shared-mailbox", - "redirect_document_id": false - }, - { - "source_path": "microsoft-365/admin/admin-overview/what-is-microsoft-365.md", - "redirect_url": "/microsoft-365/business-premium/m365bp-overview", - "redirect_document_id": false - }, - { - "source_path": "microsoft-365/admin/activity-reports/agent-usage.md", - "redirect_url": "/microsoft-365/admin/activity-reports/microsoft-365-copilot-agents", - "redirect_document_id": true - }, - { - "source_path": "microsoft-365/admin/misc/places-ios-mobile.md", - "redirect_url": "/microsoft-365/admin/", - "redirect_document_id": false - }, - { - "source_path": "microsoft-365/admin/misc/admin-controls-profile-videos.md", - "redirect_url": "/microsoft-365/admin/add-users/change-user-profile-photos.md", - "redirect_document_id": false - } + }, + { + "source_path": "microsoft-365/admin/misc/experience-insights-help-articles.md", + "redirect_url": "/microsoft-365/admin/misc/experience-insights-dashboard", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/admin/email/remove-license-from-shared-mailbox.md", + "redirect_url": "/microsoft-365/admin/email/create-a-shared-mailbox", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/admin/admin-overview/what-is-microsoft-365.md", + "redirect_url": "/microsoft-365/business-premium/m365bp-overview", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/admin/activity-reports/agent-usage.md", + "redirect_url": "/microsoft-365/admin/activity-reports/microsoft-365-copilot-agents", + "redirect_document_id": true + }, + { + "source_path": "microsoft-365/admin/misc/places-ios-mobile.md", + "redirect_url": "/microsoft-365/admin/", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/admin/misc/admin-controls-profile-videos.md", + "redirect_url": "/microsoft-365/admin/add-users/change-user-profile-photos", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/admin/manage/change-contact-preferences.md", + "redirect_url": "/microsoft-365/admin/manage/change-address-contact-and-more", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/admin/manage/use-qr-code-download-outlook.md", + "redirect_url": "https://go.microsoft.com/fwlink/?linkid=2309759", + "redirect_document_id": false + } ] } \ No newline at end of file diff --git a/.openpublishing.redirection.enterprise.json b/.openpublishing.redirection.enterprise.json index e95f3a05d9f..423993926ab 100644 --- a/.openpublishing.redirection.enterprise.json +++ b/.openpublishing.redirection.enterprise.json @@ -1052,22 +1052,22 @@ }, { "source_path":"microsoft-365/enterprise/routing-with-expressroute.md", - "redirect_url":"/microsoft-365/eenterprise/azure-expressroute", + "redirect_url":"/microsoft-365/enterprise/azure-expressroute", "redirect_document_id":false }, { "source_path":"microsoft-365/enterprise/managing-expressroute-for-connectivity.md", - "redirect_url":"/microsoft-365/eenterprise/azure-expressroute", + "redirect_url":"/microsoft-365/enterprise/azure-expressroute", "redirect_document_id":false }, { "source_path":"microsoft-365/enterprise/bgp-communities-in-expressroute.md", - "redirect_url":"/microsoft-365/eenterprise/azure-expressroute", + "redirect_url":"/microsoft-365/enterprise/azure-expressroute", "redirect_document_id":false }, { "source_path":"microsoft-365/enterprise/network-planning-with-expressroute.md", - "redirect_url":"/microsoft-365/eenterprise/azure-expressroute", + "redirect_url":"/microsoft-365/enterprise/azure-expressroute", "redirect_document_id":false }, { @@ -1424,6 +1424,26 @@ "source_path": "microsoft-365/enterprise/tune-microsoft-365-performance.md", "redirect_url": "/microsoft-365/enterprise/index", "redirect_document_id": false + }, + { + "source_path": "microsoft-365/enterprise/contoso-win10.md", + "redirect_url": "/microsoft-365/enterprise/contoso-win11", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/enterprise/office-365-network-mac-perf-nppux.md", + "redirect_url": "/microsoft-365/enterprise/office-365-network-mac-perf-nppdetails", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/enterprise/manage-skype-for-business-online-with-microsoft-365-powershell.md", + "redirect_url": "/microsoftteams/teams-powershell-managing-teams", + "redirect_document_id": false + }, + { + "source_path": "microsoft-365/enterprise/manage-skype-for-business-online-policies-with-microsoft-365-powershell.md", + "redirect_url": "/microsoftteams/assign-policies-users-and-groups", + "redirect_document_id": false } ] } diff --git a/.openpublishing.redirection.lighthouse.json b/.openpublishing.redirection.lighthouse.json index cdfeee897e7..606c68d4276 100644 --- a/.openpublishing.redirection.lighthouse.json +++ b/.openpublishing.redirection.lighthouse.json @@ -15,11 +15,6 @@ "redirect_url":"/microsoft-365/lighthouse/m365-lighthouse-deploy-standard-tenant-configurations-overview", "redirect_document_id":false }, - { - "source_path":"microsoft-365/lighthouse/m365-lighthouse-create-customer-report.md", - "redirect_url":"/microsoft-365/lighthouse/m365-lighthouse-tenants-page-overview", - "redirect_document_id":false - }, { "source_path":"microsoft-365/lighthouse/m365-lighthouse-get-access-to-sales-advisor.md", "redirect_url":"/microsoft-365/lighthouse/m365-lighthouse-sales-advisor-overview", diff --git a/copilot/TOC.yml b/copilot/TOC.yml index 85c49ba5c33..26b7fe33123 100644 --- a/copilot/TOC.yml +++ b/copilot/TOC.yml @@ -44,6 +44,16 @@ items: href: copilot-prompt-gallery.md - name: Adoption resources href: microsoft-365-copilot-enablement-resources.md +- name: Pay-as-you-go for Microsoft 365 Copilot + items: + - name: Microsoft 365 Copilot pay-as-you-go overview + href: pay-as-you-go/overview.md + - name: Set up pay-as-you-go for Microsoft 365 Copilot Chat + href: pay-as-you-go/setup.md + - name: Meters for Microsoft 365 Copilot Chat pay-as-you-go + href: pay-as-you-go/meters.md + - name: View costs and billing for Microsoft 365 Copilot Chat pay-as-you-go + href: pay-as-you-go/view-cost.md - name: Manage Microsoft 365 Copilot items: - name: Manage Microsoft 365 Copilot scenarios diff --git a/copilot/enterprise-data-protection.md b/copilot/enterprise-data-protection.md index 83750b1159c..67d46d084ad 100644 --- a/copilot/enterprise-data-protection.md +++ b/copilot/enterprise-data-protection.md @@ -13,7 +13,7 @@ ms.collection: - m365copilot - magic-ai-copilot hideEdit: true -ms.date: 02/25/2025 +ms.date: 03/13/2025 --- # Enterprise data protection in Microsoft 365 Copilot and Microsoft 365 Copilot Chat @@ -32,7 +32,7 @@ Use of Microsoft 365 Copilot and Microsoft 365 Copilot Chat involves prompts (en - **We secure your data:** We help protect your data with [encryption](/purview/office-365-encryption-in-the-microsoft-cloud-overview) at rest and in transit, rigorous physical security controls, and data [isolation](/compliance/assurance/assurance-microsoft-365-isolation-controls) between tenants. -- **Your data is private:** We won’t use your data except as you instruct. Our commitments to [privacy](https://www.microsoft.com/trust-center/privacy) include support for [GDPR](/compliance/regulatory/gdpr), [ISO/IEC 27018](/compliance/regulatory/offering-ISO-27018), and our [Data Protection Addendum](https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA). +- **Your data is private:** We won’t use your data except as you instruct. Our commitments to [privacy](https://www.microsoft.com/trust-center/privacy) include support for [GDPR](/compliance/regulatory/gdpr), the [EU Data Boundary](/privacy/eudb/eu-data-boundary-learn)[3], [ISO/IEC 27018](/compliance/regulatory/offering-ISO-27018), and our [Data Protection Addendum](https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA). - **Your access controls and policies apply to Copilot:** Copilot respects your [identity model](microsoft-365-copilot-privacy.md#how-does-microsoft-365-copilot-protect-organizational-data) and [permissions](microsoft-365-copilot-privacy.md#how-does-microsoft-365-copilot-use-your-proprietary-organizational-data), inherits your [sensitivity labels](/purview/sensitivity-labels#sensitivity-labels-and-microsoft-365-copilot), applies your [retention](/purview/retention-policies-copilot) policies, supports [audit](/purview/audit-search?tabs=microsoft-purview-portal) of interactions, and follows your administrative settings. The specific controls and policies will vary depending on the underlying subscription plan. @@ -57,7 +57,7 @@ In addition to prompts and responses, web search queries (different from Microso - The Bing search service operates separately from Microsoft 365 and has different data-handling practices covered by the [Microsoft Services Agreement](https://www.microsoft.com/servicesagreement) between each user and Microsoft, together with the [Microsoft Privacy Statement](https://www.microsoft.com/privacy/privacystatement). The means that Microsoft acts as an independent data controller responsible for complying with all applicable laws and controller obligations. This approach is consistent with other [optional connected experiences that rely on Bing](/microsoft-365-apps/privacy/optional-connected-experiences#experiences-that-rely-on-bing). -- [Learn more about data, privacy, and security of web queries in Microsoft 365 Copilot and Microsoft 365 Copilot Chat](manage-public-web-access.md) +- The [Product Terms](https://www.microsoft.com/licensing/terms/product/PrivacyandSecurityTerms/all) provide additional commitments about the web queries sent to the Bing search service. For more information, see [Data, privacy, and security for web search in Microsoft 365 Copilot and Microsoft 365 Copilot Chat](manage-public-web-access.md#how-microsoft-handles-generated-search-queries). ## Agents in Microsoft 365 Copilot @@ -67,4 +67,6 @@ When you’re using agents in Microsoft 365 Copilot, check the privacy statement [1] The specific controls will vary depending on a customer's Microsoft subscription plans. -[2] Microsoft 365 Copilot and Microsoft 365 Copilot Chat support HIPAA compliance for properly configured implementations. HIPAA compliance doesn't apply to web search queries as they aren't covered by the DPA and BAA. \ No newline at end of file +[2] Microsoft 365 Copilot and Microsoft 365 Copilot Chat support HIPAA compliance for properly configured implementations. HIPAA compliance doesn't apply to web search queries as they aren't covered by the DPA and BAA. + +[3] The EU Data Boundary doesn’t apply to web search queries. \ No newline at end of file diff --git a/copilot/includes/copilot-e5-e3-create-default-sensitivity-labels.md b/copilot/includes/copilot-e5-e3-create-default-sensitivity-labels.md index a58d5031bcb..fced8534e6d 100644 --- a/copilot/includes/copilot-e5-e3-create-default-sensitivity-labels.md +++ b/copilot/includes/copilot-e5-e3-create-default-sensitivity-labels.md @@ -6,13 +6,13 @@ ms.reviewer: cabailey ms.service: microsoft-365-copilot ms.topic: include description: Create default Microsoft Purview sensitivity labels for Microsoft 365 Copilot. -ms.date: 03/06/2025 +ms.date: 03/24/2025 --- 1. Sign into the [Microsoft Purview portal](https://purview.microsoft.com/) as an admin in one of the groups listed at [Sensitivity labels - permissions](/purview/get-started-with-sensitivity-labels#permissions-required-to-create-and-manage-sensitivity-labels). 2. Select **Solutions** > **DSPM for AI** > **Overview**. -3. In the **Recommendations** section, select **Information Protection Policy for Sensitivity Labels**. This step creates the default labels and their policies. +3. In the **Recommendations** section, select **Protect your data with sensitivity labels**. This step creates the default labels and their policies. 4. To see or edit the default labels, or to create your own labels, select **Information protection** > **Sensitivity labels**. You might have to select **Refresh**. When you have the default sensitivity labels: diff --git a/copilot/manage-public-web-access.md b/copilot/manage-public-web-access.md index 7ee22169f7e..df9a9e1115c 100644 --- a/copilot/manage-public-web-access.md +++ b/copilot/manage-public-web-access.md @@ -13,7 +13,7 @@ ms.collection: - m365copilot - magic-ai-copilot hideEdit: true -ms.date: 02/19/2025 +ms.date: 03/13/2025 --- # Data, privacy, and security for web search in Microsoft 365 Copilot and Microsoft 365 Copilot Chat @@ -44,7 +44,7 @@ When using Microsoft 365 Copilot, the generated search query doesn't include the - When the user explicitly references a specific document in their prompt. -The user's prompts and Copilot's responses are stored within Microsoft 365 and never leave the service boundary for both Microsoft 365 Copilot and Microsoft 365 Copilot Chat. +The user's prompts and Copilot's responses are stored within Microsoft 365 and never leave the service boundary for both Microsoft 365 Copilot and Microsoft 365 Copilot Chat without customer direction. [Enterprise data protection](enterprise-data-protection.md), the [Data Protection Addendum (DPA)](https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA), and the [Product Terms](https://www.microsoft.com/licensing/terms/product/PrivacyandSecurityTerms/all) apply to prompts and responses, with Microsoft acting as a data processor. After Microsoft 365 Copilot and Microsoft 365 Copilot Chat receive additional information from the Bing search service, this information is used to compose the response returned to the user. @@ -87,13 +87,26 @@ The following table provides multiple examples of a user's prompt and the genera Microsoft 365 Copilot and Microsoft 365 Copilot Chat both use generated search queries sent to the Bing search service to ground responses in web data. The way Microsoft handles these queries is identical in both services. -Generated search queries sent to the Bing search service have the user and tenant identifiers removed. They aren't shared with advertisers and aren’t used to train foundation large language models (LLMs). Also, web search queries sent to Bing don't affect any of the following: +Generated search queries are sent to the Bing search service with user and tenant identifiers removed. Also, web search queries sent to Bing don't affect any of the following: - Search Ranking - Answers or features like Rich Captions - Social features like Auto Suggest, Trending, and Zero Input -The Bing search service operates separately from Microsoft 365 and has different data-handling practices. The use of Bing is covered by the [Microsoft Services Agreement](https://www.microsoft.com/servicesagreement) between each user and Microsoft, together with the [Microsoft Privacy Statement](https://www.microsoft.com/privacy/privacystatement). The [Microsoft Products and Services Data Protection Addendum (DPA)](https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA) doesn't apply to the use of the **Web content** toggle in Microsoft 365 Copilot, Microsoft 365 Copilot Chat, or the Bing search service. +The [Product Terms](https://www.microsoft.com/licensing/terms/product/PrivacyandSecurityTerms/all) provide the following additional commitments about the generated search queries sent to the Bing search service: + +- Microsoft has no rights to them other than as needed to provide the service. +- They aren’t used to improve Bing. +- They aren’t used to create advertising profiles or to track user behavior. +- They aren't shared with advertisers. +- They aren’t used to train generative AI foundation models. +- They are treated as customer confidential information and protected by appropriate technical and organizational measures. + +The Bing search service operates separately from Microsoft 365 and has different data-handling practices. The web search queries generated by Copilot and sent to Bing are subject to the [Microsoft Services Agreement](https://www.microsoft.com/servicesagreement) between each user and Microsoft, together with the [Microsoft Privacy Statement](https://www.microsoft.com/privacy/privacystatement). + +The [Product Terms](https://www.microsoft.com/licensing/terms/product/PrivacyandSecurityTerms/all) add additional commitments on Microsoft as a controller with respect to handling of web query data. Microsoft acts as a data controller, responsible for complying with all applicable laws and controller obligations. In the event of conflict with respect to the use of Bing with Microsoft 365 Copilot and Microsoft 365 Copilot Chat, the Product Terms supersede the Microsoft Services Agreement and the Microsoft Privacy Statement. + +The [Microsoft Products and Services Data Protection Addendum (DPA)](https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA) doesn't apply to the use of generated web search queries in Microsoft 365 Copilot, Microsoft 365 Copilot Chat, or the Bing search service. Also, HIPAA compliance and the [EU Data Boundary](/privacy/eudb/eu-data-boundary-learn) don’t apply to generated search queries. ## Controls available to manage web search diff --git a/copilot/media/pin-copilot-mac.png b/copilot/media/pin-copilot-mac.png index 8418dcde40d..5cd0a3d57eb 100644 Binary files a/copilot/media/pin-copilot-mac.png and b/copilot/media/pin-copilot-mac.png differ diff --git a/copilot/media/pin-copilot.png b/copilot/media/pin-copilot.png index 0cf0f1c8595..cb70a4c6e1f 100644 Binary files a/copilot/media/pin-copilot.png and b/copilot/media/pin-copilot.png differ diff --git a/copilot/microsoft-365-copilot-e3-guide.md b/copilot/microsoft-365-copilot-e3-guide.md index 102b6317170..001e290876c 100644 --- a/copilot/microsoft-365-copilot-e3-guide.md +++ b/copilot/microsoft-365-copilot-e3-guide.md @@ -6,7 +6,7 @@ f1.keywords: ms.author: mandia author: MandiOhlinger manager: laurawi -ms.date: 03/06/2025 +ms.date: 03/18/2025 ms.reviewer: cabailey, ruihu audience: Admin ms.topic: get-started @@ -173,26 +173,6 @@ You can apply sensitivity labels to containers, like Microsoft Teams or SharePoi [!INCLUDE [copilot-e5-e3-enable-sensitivity-labels-sharepoint-onedrive](./includes/copilot-e5-e3-enable-sensitivity-labels-sharepoint-onedrive.md)] -#### 5. Apply a sensitivity label to your SharePoint document libraries - -You can use a sensitivity label on your SharePoint document libraries, and make this label the default label that applies to all document libraries. This configuration is appropriate when your document libraries store files with the same level of sensitivity. - -The SharePoint site admin can do this task. - -1. In your SharePoint site, select **Documents** > **Settings** icon > **Library settings** > **More library settings**. -2. In **Default sensitivity labels** (Apply label to items in this list or library), select your custom sensitivity label from the drop-down list. -3. **Save** your changes. - -When set: - -- SharePoint automatically applies the label to the files, which can include [files with a lower sensitivity label](/purview/sensitivity-labels-sharepoint-default-label#will-an-existing-label-be-overridden). -- It provides a baseline level of protection that's specific to the document library. It doesn't require content inspection and doesn't rely on end users. - -To learn more, see: - -- [Overview - Default sensitivity labels for SharePoint document libraries](/purview/sensitivity-labels-sharepoint-default-label) -- [Steps - Add a sensitivity label to SharePoint document library](https://support.microsoft.com/office/add-a-sensitivity-label-to-sharepoint-document-library-54b1602b-db0a-4bcb-b9ac-5e20cbc28089) - ### Detect sensitive information and protect it from unauthorized sharing or leakage ✅ **Use [data loss prevention (DLP) policies](/purview/dlp-learn-about-dlp) to help protect against unintentional sharing** diff --git a/copilot/multiple-account-access.md b/copilot/multiple-account-access.md index 5ed99170a6e..d031bc7d9bc 100644 --- a/copilot/multiple-account-access.md +++ b/copilot/multiple-account-access.md @@ -13,21 +13,25 @@ ms.collection: - m365copilot - magic-ai-copilot hideEdit: true -ms.date: 03/05/2025 +ms.date: 03/20/2025 --- # Multiple account access to Copilot for work and school documents -> [!NOTE] -> - Multiple account access to Copilot is currently disabled for all work and school documents. -> - Multiple account access to Copilot will be enabled in March 2025 at the earliest. -> - In the meantime, there's a policy setting to turn it off ahead of time. For more information, see [Manage multiple account access to Copilot using Cloud Policy](#manage-multiple-account-access-to-copilot-using-cloud-policy). +> [!IMPORTANT] +> - As of March 19, 2025, multiple account access to Copilot is available for some apps on specific types of devices. For more information, see [Apps where multiple account access to Copilot is available](#apps-where-multiple-account-access-to-copilot-is-available). +> - For information about turning off multiple account access by using a policy setting, see [Manage multiple account access to Copilot using Cloud Policy](#manage-multiple-account-access-to-copilot-using-cloud-policy). ## What is multiple account access to Copilot? -In Microsoft 365 apps that support signing in with multiple accounts (Word, Excel, PowerPoint, Outlook, and OneNote desktop and mobile apps), users can use their Copilot access from one account on documents from a different account. +In Microsoft 365 apps that support signing in with multiple accounts (desktop versions and mobile versions, if available, of Word, Excel, PowerPoint, Outlook, and OneNote), users can use their Copilot access from one account on documents from a different account. + +This means that when multiple account access to Copilot is enabled, your users can use Copilot on work documents without a Copilot license assigned from your organization. -Multiple account access to Copilot is currently disabled, but once enabled, your users may use Copilot on work documents without a Copilot license assigned from your organization. +When multiple account access to Copilot is disabled, if the user only has access to Copilot through an account outside of your organization, such as from a personal Microsoft 365 subscription, they can’t use Copilot on work or school documents. + +> [!NOTE] +> Multiple account access to Copilot is always disabled for the following customers: Microsoft 365 GCC (Government Community Cloud), Microsoft 365 GCC High, Microsoft 365 DoD, and Microsoft 365 operated by 21Vianet. ## Data protection @@ -37,13 +41,6 @@ The setting for [web grounding in Copilot](manage-public-web-access.md) is also Users using multiple account access to Copilot on work and school documents also have limited access to Copilot as shown in the following table. -> [!NOTE] -> - The following table shows the Copilot capabilities available to your users when multiple account access to Copilot is enabled. -> - As noted at the top of this article, multiple account access to Copilot is currently disabled for all organizations for all work and school documents. -> - When multiple account access to Copilot is disabled, if your user only has access to Copilot through an account outside of your organization, such as from a personal Microsoft 365 subscription, they can’t use Copilot on work or school documents. -> - Multiple account access to Copilot is always disabled for the following customers: Microsoft 365 GCC (Government Community Cloud), Microsoft 365 GCC High, Microsoft 365 DoD, and Microsoft 365 operated by 21Vianet. - - | Copilot capability | When multiple account access to Copilot is enabled | When the user has been assigned an internal Microsoft 365 Copilot license | |---------------------------------------------------------------------------------------------|------------------------------------|----------------------------------------| | Access the organization’s Microsoft Graph |No |Yes| @@ -56,7 +53,7 @@ Users using multiple account access to Copilot on work and school documents also You can use the "Multiple account access to Copilot for work documents" policy setting to control whether your users can use multiple account access to Copilot on work and school documents. This policy only applies to Microsoft 365 apps that allow signing in with multiple accounts (Word, Excel, PowerPoint, Outlook, and OneNote desktop and mobile apps). -To configure this policy setting, you can use [Cloud Policy service for Microsoft 365](/microsoft-365-apps/admin-center/overview-cloud-policy). +To configure this policy setting, you need to use [Cloud Policy service for Microsoft 365](/microsoft-365-apps/admin-center/overview-cloud-policy). > [!NOTE] > - The policy setting is available in Cloud Policy as of January 30, 2025. @@ -69,6 +66,23 @@ If you disable this policy setting, your users can't use Copilot on work and sch The end-user experience for blocked users viewing work and school documents is as follows: -- All on-canvas Copilot UX is removed, both on-canvas Copilot entry points and proactive features like Word summary. +- All on-canvas Copilot UX is removed, both on-canvas Copilot entry points and proactive features, such as Word summary. + +- If the user is signed in with an account with Copilot, the Copilot button in the ribbon remains active. However, your users can't use any Copilot capabilities; clicking the button displays an error message indicating that multiple account access to Copilot is blocked. + +## Apps where multiple account access to Copilot is available + +As of April 8, 2025, multiple account access is rolling out gradually in the following apps, starting with the version listed. + +### On Android devices + +- PowerPoint: Version 16.0.18623.20090 + +### On iOS devices + +- PowerPoint: Version 2.95.25030623 +- Word: Version 2.95.305.0 + +### On Windows devices -- If the user is signed in with an account with Copilot, the Copilot button in the ribbon remains active. However, your users can't use any Copilot capabilities; clicking the button displays an error message indicating that multiple account access to Copilot is blocked. \ No newline at end of file +- Word: Version 16.0.18623.20018 diff --git a/copilot/pay-as-you-go/meters.md b/copilot/pay-as-you-go/meters.md new file mode 100644 index 00000000000..0b5f111fc52 --- /dev/null +++ b/copilot/pay-as-you-go/meters.md @@ -0,0 +1,35 @@ +--- +title: Meters for Microsoft 365 Copilot Chat pay-as-you-go +description: Learn about the meters for the pay-as-you-go service for Microsoft 365 Copilot Chat. +ms.author: camillepack +author: camillepack +manager: scotv +ms.date: 03/12/2025 +ms.reviewer: +audience: Admin +ms.topic: get-started +ms.service: microsoft-365-copilot +ms.localizationpriority: medium +ms.collection: +- scotvorg +- m365copilot +- magic-ai-copilot +- essentials-overview +ms.custom: [copilot-learning-hub] +--- + +# Meters for Microsoft 365 Copilot Chat pay-as-you-go + +When you choose to use pay-as-you-go, usage of M365 Copilot Chat agents is billed to your Azure subscription using Azure meters. The following table describes the meter that is used for measuring usage. + +## Meter details table + +| Meter | What is counted? | What is billed? | +|------------------|----------------------------------------------------------------------------------------------------------------------------|-----------------------| +| Copilot Studio | A billable Copilot Studio message is a request or message sent to the Copilot triggering an action or response. Any agent or custom Copilot usage is billed through Copilot Studio message meter. | $0.01 per message | + +To learn more about meters, see [Pay-as-you-go-meters](/power-platform/admin/pay-as-you-go-meters). + +## Next step + +[Set up pay-as-you-go](setup.md) (article) diff --git a/copilot/pay-as-you-go/overview.md b/copilot/pay-as-you-go/overview.md new file mode 100644 index 00000000000..fdcaae2621a --- /dev/null +++ b/copilot/pay-as-you-go/overview.md @@ -0,0 +1,70 @@ +--- +title: Microsoft 365 Copilot pay-as-you-go overview +description: Learn about the pay-as-you-go service for Microsoft 365 Copilot Chat and how you can enable consumption-based billing for Copilot. +ms.author: camillepack +author: camillepack +manager: scotv +ms.date: 03/12/2025 +ms.reviewer: +audience: Admin +ms.topic: get-started +ms.service: microsoft-365-copilot +ms.localizationpriority: medium +ms.collection: +- scotvorg +- m365copilot +- magic-ai-copilot +- essentials-overview +ms.custom: [copilot-learning-hub] +appliesto: + - ✅ Microsoft 365 Copilot +--- + +# Microsoft 365 Copilot pay-as-you-go overview + +The Microsoft 365 Copilot pay-as-you-go plan offers a flexible and cost-effective way for organizations to access Copilot services. This plan allows administrators to enable consumption-based billing for specific Copilot scenarios, providing users with the ability to use Copilot features without committing to a full license. This article provides an overview of the pay-as-you-go plan, its benefits, and pricing details. + +## Why pay-as-you-go? + +The Microsoft 365 Copilot pay-as-you-go plan offers a flexible and scalable solution for organizations looking to leverage AI capabilities without the commitment of a full license. By enabling consumption-based billing, administrators can better manage costs and provide users with access to powerful Copilot features as needed. + +### Common use cases + +- **Establish usage patterns** Understand adoption patterns for new apps to determine whether prepaid licenses make financial sense for your business. +- **Scalability** Organizations can scale their usage based on demand, paying only for the consumption. + +## How does it work? + +The pay-as-you-go plan allows administrators to set up billing for Microsoft 365 Copilot Chat, enabling users to access declarative agents on a consumption basis. You can manage billing, view costs, and turn off services as needed. + +The following administrator roles in the Microsoft 365 admin center can view and manage pay-as-you-go: + +- Global administrator +- AI administrator +- Global reader (read-only access) + +### Billing process + +When you link your Azure subscription to a service for pay-as-you-go billing in the Microsoft 365 admin center, you're billed on a pay-as-you-go basis for the service you set up. + +You can cancel or delete your subscription at any time to stop processing and billing. + +### Process for new feature releases + +In the future, new features using pay-as-you-go billing will be announced via a message center post. When the features become available, users in your organization will be able to take advantage of those capabilities. Pay-as-you-go billing is disabled by default. A global admin or owner to the subscription can enable or disable Microsoft 365 pay-as-you-go features in the Microsoft 365 admin center. + +## Pricing details + +When you use a Microsoft Pay-as-you-go service linked to an Azure subscription, the service gets billed using the Azure subscription that you specified when you set up Pay-as-you-go billing. The Azure subscription uses the Azure meter set up for the service. + +To learn more about meters, see [Meters for Microsoft 365 Copilot Chat pay-as-you-go](meters.md). + +## Monitoring and billing + +The organization's consumption of the pay-as-you-go service can be monitored on the [Cost Management](/microsoft-365/commerce/use-cost-mgmt) page in the Microsoft 365 admin center for each of the Microsoft 365 pay-as-you-go services that you use. + +Billing for services is done through the Azure subscription that you associate to the service. + +## Next step + +[Meters](meters.md) (article) diff --git a/copilot/pay-as-you-go/setup.md b/copilot/pay-as-you-go/setup.md new file mode 100644 index 00000000000..ee7881f6bac --- /dev/null +++ b/copilot/pay-as-you-go/setup.md @@ -0,0 +1,65 @@ +--- +title: Set up Microsoft 365 Copilot Chat pay-as-you-go +description: Learn how to set up pay-as-you-go billing for Microsoft 365 Copilot Chat. +ms.author: camillepack +author: camillepack +manager: scotv +ms.date: 03/12/2025 +ms.reviewer: +audience: Admin +ms.topic: get-started +ms.service: microsoft-365-copilot +ms.localizationpriority: medium +ms.collection: +- scotvorg +- m365copilot +- magic-ai-copilot +- essentials-overview +ms.custom: [copilot-learning-hub] +--- + +# Set up pay-as-you-go for Microsoft 365 Copilot Chat + +Setting up the pay-as-you-go plan for Microsoft 365 Copilot Chat can be done directly from the Microsoft 365 admin center. This article provides step-by-step instructions on how to set up and manage pay-as-you-go billing. + +## Prerequisites + +To set up pay-as-you-go, you must have the following prerequisites: + +- Azure subscription and resource group + - You must have an owner or contributor Azure role to an Azure subscription to set up the pay-as-you-go service. + - You must have an owner or contributor Azure role to an Azure resource group linked to the same Azure subscription to set up the pay-as-you-go service. + - To learn more, see [Use the Azure portal and Azure Resource Manager to Manage Resource Groups](/azure/azure-resource-manager/management/manage-resource-groups-portal). +- One of the following administrator roles: + - Global administrator + - Billing administrator + - AI administrator + +## Steps to set up pay-as-you-go billing + +1. In the Microsoft 365 admin center, go to **Copilot** > **Settings**. +1. If not already set up, create an Azure subscription and resource group. +1. Select the Azure subscription, resource group, and region for the pay-as-you-go setup. +1. Enable consumption-based billing for the desired Copilot scenarios. + +### What if pay-as-you-go is already set up in the Power Platform admin center? + +If you already set up pay-as-you-go in the Power Platform admin center, the two setups can coexist. You can also create another setup in the Microsoft 365 admin center without being double billed. The billing system ensures that you're only billed once for your user's usage, regardless of the setup location. + +> [!NOTE] +> Although the setups can coexist, it's recommended to turn off pay-as-you-go in the Power Platform admin center before enabling it in the Microsoft 365 admin center. + +## Managing pay-as-you-go billing + +As an admin, you can do the following to manage pay-as-you-billing for your organization: + +- **View usage and costs** You can view detailed reports on Copilot usage and the associated costs. +- **Edit billing** Modify an unhealthy Azure subscription, resource group, and billing region. +- **Turn off billing** You can turn off pay-as-you-go billing for any of the Copilot services, removing the service from the agent's view. Once the service has been turned off, users without a Copilot license won't be able to use the service. + +> [!NOTE] +> When turning off pay-as-you-go, it may take up to two hours for users to stop being able to use the agents. Additionally, if the agent hasn't been used, it will no longer be accessible once pay-as-you-go is turned off. + +## Next step + +[View costs](view-cost.md) (article) diff --git a/copilot/pay-as-you-go/view-cost.md b/copilot/pay-as-you-go/view-cost.md new file mode 100644 index 00000000000..a85c32dbc65 --- /dev/null +++ b/copilot/pay-as-you-go/view-cost.md @@ -0,0 +1,36 @@ +--- +title: View costs for Microsoft 365 Copilot Chat pay-as-you-go +description: Learn about how to view billing and costs for pay-as-you-go for Microsoft 365 Copilot Chat. +ms.author: camillepack +author: camillepack +manager: scotv +ms.date: 03/12/2025 +ms.reviewer: +audience: Admin +ms.topic: get-started +ms.service: microsoft-365-copilot +ms.localizationpriority: medium +ms.collection: +- scotvorg +- m365copilot +- magic-ai-copilot +- essentials-overview +ms.custom: [copilot-learning-hub] +--- + +# View costs and billing for Microsoft 365 Copilot Chat pay-as-you-go + +The Microsoft 365 Copilot Chat pay-as-you-go service offers a flexible and cost-effective way for organizations to access Copilot services. This article explains how administrators can view cost and billing details for pay-as-you-go. + +## Access usage and billing information + +To view detailed reports on Copilot usage and the associated costs, follow these steps: + +1. Sign in to the Microsoft 365 admin center with one of the following administrator roles: + + - Global administrator + - Billing administrator + +2. In the admin center, go to **Billing** > **Cost Management**. +3. On the **Cost Management** page, under **Service family**, you can see a service-level view of costs based on Copilot usage. +4. Alternatively, you can view costs in the Azure portal using Azure Cost Management. Billed amounts are updated daily (and sometimes more frequently), but it can take up to 24 hours after usage of a service to show up in Azure Cost Management. diff --git a/copilot/pin-copilot.md b/copilot/pin-copilot.md index 96a2cacefd5..636f7ed2a95 100644 --- a/copilot/pin-copilot.md +++ b/copilot/pin-copilot.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: camillepack author: camillepack manager: scotv -ms.date: 01/15/2025 +ms.date: 03/31/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-copilot @@ -23,42 +23,82 @@ description: "Learn how to improve organization use of Microsoft 365 Copilot Cha # Pin Microsoft 365 Copilot Chat to the navigation bar -As an administrator, you can pin Copilot to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app, including [M365Copilot.com](https://M365Copilot.com), Microsoft 365 desktop app, and the Microsoft 365 mobile app. When you pin Copilot Chat, it encourages your organization to use Microsoft 365 Copilot Chat. +As an administrator, you can pin Copilot to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app, across the web, desktop, and mobile. Pinning makes it easy for your users to access Microsoft 365 Copilot Chat as the secure and compliant generative AI chat solution that’s available to them on their work identity (signed in with a Microsoft Entra account). -Admin pinning allows you to set Microsoft 365 Copilot Chat to appear on the navigation bar for the applications listed previously. This setting is only applicable for users who are signed in with a Microsoft Entra account for your tenant. +>[!NOTE] +> +> - Starting on May 1, 2025, and rolling out over time, Microsoft 365 Copilot Chat will be pinned by default in the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app for most users eligible for Copilot Chat across web, mobile, and desktop. +> - If you previously selected 'Do not pin Copilot to the navigation bar' in the Microsoft 365 admin center, and also unchecked the 'Allow users to be asked whether they want to pin it' option, your setting configuration will be “Do not pin” and your users still won’t have Copilot pinned in their navigation bar. Also, if an admin switches the setting to 'Do not pin,' Copilot honors that choice. If a user sees Copilot pinned in their navigation bar and chooses to unpin it, Copilot respects that choice in future sessions. ## Before you begin :::image type="content" source="media/pin-copilot-mac.png" alt-text="Screenshot showing the Pin Copilot setting on the Copilot settings page in the Microsoft 365 admin center." lightbox="media/pin-copilot-mac.png"::: -Global administrators can access this setting in the Microsoft 365 admin center by navigating to **Copilot** > **Settings**. +The following roles can access this setting in the Microsoft 365 admin center: + +- Global Administrator +- AI Administrator + +To get to this setting, go to the [Copilot settings page](https://go.microsoft.com/fwlink/?linkid=2310640), or: + +1. Sign in to the Microsoft 365 admin center. +1. Go to **Copilot** > **Settings**. +1. Select **Pin Microsoft 365 Copilot Chat**. > [!NOTE] > Admin pinning is only applicable to users who are authenticated with a Microsoft Entra account. ## Pinning options -By default, Microsoft 365 Copilot Chat isn't pinned to the navigation bar, and users are asked if they want to pin Copilot starting mid-September 2024. +By default, Microsoft 365 Copilot Chat isn't pinned to the navigation bar, and users are asked if they want to pin Copilot. Administrators can change this behavior by selecting an option for pinning Microsoft 365 Copilot Chat to the navigation bar: 1. **Pin Copilot to the navigation bar (recommended)**: Microsoft 365 Copilot Chat is automatically pinned for all users. Users aren't prompted. - :::image type="content" source="media/pin-copilot.png" alt-text="Screenshot showing the option to pin Copilot to the navigation bar."::: +:::image type="content" source="media/pin-copilot.png" alt-text="Screenshot showing the option to pin Copilot to the navigation bar."::: -2. **Do not pin Copilot to the navigation bar**: Microsoft 365 Copilot Chat isn't automatically pinned to the navigation bar. When this option is selected, administrators can determine if users receive automatic prompts to pin using the checkbox. +2. **Do not pin Copilot Chat to the navigation bar**: Microsoft 365 Copilot Chat isn't automatically pinned to the navigation bar. When this option is selected, administrators can determine if users receive automatic prompts to pin using the checkbox. - :::image type="content" source="media/do-not-pin-copilot-setting.png" alt-text="Screenshot showing the option to not pin Copilot to the navigation bar."::: +:::image type="content" source="media/do-not-pin-copilot-setting.png" alt-text="Screenshot showing the option to Do not pin Copilot for users."::: When you uncheck the 'Allow users to be asked whether they want to pin it' option, Microsoft 365 Copilot Chat no longer appears in the App Launcher. -Global administrators can make changes to Microsoft 365 Copilot Chat pinning settings at any time. Changes take up to 48 hours to go into effect. +Global Admins and AI Admins can make changes to Microsoft 365 Copilot Chat pinning settings at any time. Changes take up to 48 hours to go into effect. -> [!NOTE] -> Users with a license for Microsoft 365 Copilot have Microsoft 365 Copilot Chat pinned by default. Users without a Copilot license won't see Copilot pinned. +## Upcoming changes for pinning Copilot + +Starting May 1, 2025 and rolling out over time, Microsoft 365 Copilot Chat is pinned to the navigation bar of Teams, Outlook, and the Microsoft 365 Copilot app by default for most users who are eligible for Copilot Chat across web, mobile, and desktop. + +Admins can change the pinning settings by selecting an option for pinning Microsoft 365 Copilot Chat to the navigation bar: + +1. **Pin Copilot to the navigation bar (recommended)**: Microsoft 365 Copilot Chat is automatically pinned for all users. Users aren't prompted. +1. **Do not pin Copilot to the navigation bar**: Microsoft 365 Copilot Chat isn't automatically pinned to the navigation bar. + +If you previously selected **Do not pin Copilot to the navigation bar** and also unchecked the "Allow users to be asked whether they want to pin it" option, your setting configuration will be **Do not pin** and your users still won’t have Copilot pinned in their navigation bar. + +If an admin switches the setting to Do not pin, Copilot honors that choice. If a user sees Copilot pinned in their navigation bar and chooses to unpin it, Copilot respects that choice in future sessions. + +## Pin at a group or user level + +For large enterprises with complex needs, the Pinning policy can be set up to apply to specific groups of users. This option is not recommended for most customers due to the management complexity. + +To do this: + +1. Sign in to the [Microsoft 365 Apps admin center](https://config.office.com/). +2. In the **Office policies** card, select **Go to Microsoft 365 Cloud Policy**. +3. Select **Create**. +4. Customize the basics and scope of the policy. +5. In policies, look for “Pin Microsoft Copilot to the navigation bar.” +6. The flyout panel displays the configuration options. Select an option and apply. +7. Review final changes. +8. Publish. ## User experience +>[!NOTE] +> Beginning on May 1, 2025, and rolling out over time, most users will have Copilot Chat pinned by default, and they won't see any pinning messages. + Users can personalize their navigation bar by choosing to pin or unpin Microsoft 365 Copilot Chat. Users can adjust the pinning settings within their application preferences, and these choices are specific to Teams, Outlook, the Microsoft 365 Copilot web app ([microsoft365.com](https://M365Copilot.com) and [m365.cloud.microsoft](https://m365.cloud.microsoft/)), Microsoft 365 Copilot desktop app, and Microsoft 365 Copilot mobile app. A message asking to pin Microsoft 365 Copilot Chat can appear if a user: @@ -86,19 +126,10 @@ If a user opens the Microsoft 365 Copilot mobile app, they see two options: **Pi Users with a paid version of Microsoft 365 Copilot won't see any pinning messages. They see a welcome screen when they visit Copilot for the first time. -## When Microsoft 365 Copilot Chat is pinned in each app - -If you choose to pin Microsoft 365 Copilot Chat for all users, it's pinned in Microsoft 365 Copilot (app) for desktop, mobile, and web starting mid-September. Microsoft 365 Copilot Chat will be pinned in Microsoft Teams, Microsoft Outlook, and the Microsoft 365 Copilot web app soon after. - -To learn more, see [Frequently asked questions for Microsoft 365 Copilot Chat](https://aka.ms/MsftCopilot-BlogFAQ). - ## Pin Copilot in Microsoft Teams through the Teams admin center You can pin Microsoft 365 Copilot Chat for your users in Microsoft Teams only through the Teams admin center. In the Teams admin center, create or modify [App setup policies](/microsoftteams/teams-app-setup-policies#pin-apps) by adding the Copilot app to the policy's Pinned apps. When you assign the policy to users with a Microsoft Entra account, the Copilot app is pinned for them. Like pinning any other app in Teams, Copilot also needs to be allowed for those users through [App permission policies](/microsoftteams/teams-app-permission-policies) or [App centric manage](/microsoftteams/app-centric-management) if you migrated to it. -> [!NOTE] -> If you assign the policy to users with a Microsoft 365 Copilot license, then the Microsoft 365 Copilot app is pinned. The Microsoft 365 Copilot app will be pinned by default in the Teams left rail starting late January 2025 (previously mid-January) and is expected to complete by late February 2025 (previously late January). - If you select Pin Copilot through the Microsoft 365 admin center **Copilot** > **Settings** page, and you have Copilot-pinned App setup policies assigned to users with a Microsoft Entra account, those users have Copilot Chat pinned in the position defined by the App setup policy. Everyone else is pinned in a default position. If you select Do not pin Copilot through the Microsoft 365 admin center **Copilot** > **Settings** page, and you have Copilot-pinned App setup policies assigned to users with a Microsoft Entra account, only those users have Copilot Chat pinned. diff --git a/copilot/provide-feedback.md b/copilot/provide-feedback.md index 31d69d14dbb..128f2943946 100644 --- a/copilot/provide-feedback.md +++ b/copilot/provide-feedback.md @@ -41,7 +41,9 @@ Before you begin, you must have the following: ## Steps to provide feedback to Microsoft -To provide feedback to Microsoft on behalf of a user who encountered a problem with Microsoft 365 Copilot, follow these steps: +You can provide admin-initiated feedback for selected users across all Microsoft 365 apps where Copilot is available. To learn more about what apps have Copilot, see [Microsoft 365 Copilot overview](microsoft-365-copilot-overview.md). + +To give feedback to Microsoft on behalf of a user who encountered a problem with Microsoft 365 Copilot, follow these steps: 1. Go to [admin.microsoft.com](https://admin.microsoft.com) and sign in with **Global Admin** or **AI admin** credentials. Select **Copilot** in the left navigation pane to enter the Copilot home page. diff --git a/copilot/release-notes.md b/copilot/release-notes.md index d70fc67ea88..f5b8b094224 100644 --- a/copilot/release-notes.md +++ b/copilot/release-notes.md @@ -6,8 +6,7 @@ f1.keywords: ms.author: mandia author: MandiOhlinger manager: laurawi -ms.date: 03/4/2025 - +ms.date: 04/02/2025 audience: Admin ms.reviewer: briandesouza ms.topic: get-started @@ -29,2355 +28,5207 @@ This page lists the latest features and improvements for Microsoft 365 Copilot. ## [All features](#tab/all) +## April 2, 2025 +Updates released between March 20, 2025, and April 2, 2025. +### Copilot Studio +- **Enhanced SharePoint URL support in Copilot Studio** [Web] + + Previously, only SharePoint site URLs could be used as knowledge for Copilot Studio agents. Users can now use SharePoint file, folder, and site URLs, including links from the Share button or browser address bar; once the URLs are added, the agents will be grounded to the content within the URL. Additionally, more granular error messages help with transparency and managing expectations. + Learn more. +- **Public website scoping for agents** [Web] + + Makers can now scope agents' knowledge sources to specific websites, enhancing the precision of web searches. This capability, previously available in custom agents from Microsoft Copilot Studio, is now extended to agents in the Microsoft 365 context. + Learn more. +- **SharePoint knowledge for agents** [Web] + + Makers can now leverage additional data sources, including Dataverse and SharePoint, when building autonomous agents. This expands the variety of use cases for autonomous agents. +- **Use agent builder in Copilot chat** [Web] + + Create custom agents in Copilot chat to streamline repetitive tasks and achieve consistency. Use specific instructions and grounding details to save time, reuse your agents, and enhance team productivity. + Learn more. +### Excel +- **Gain insights with Copilot and Python in Excel on Web** [Web] + + Using everyday language, ask Copilot to perform advanced analytics like machine learning and predictive forecasting, which would usually take hours or require special skills. Copilot writes Python code and inserts it on the grid, providing deeper insights and stunning/ visuals. Available in multiple languages on Excel for the Web. + Learn more. +- **Read aloud for Excel text responses** [Web] + + Users can now use the Read Aloud button on the Copilot response card to have an audio narration of the response, enhancing accessibility and ease of information consumption. +### Microsoft 365 Admin Center +- **View security information and certification evidence** + + Admins in Microsoft 365 Admin center can view the evidence of audits, and self-attestation to provide further confidence as to the certification, and compliance, of public apps and agents. +### Microsoft 365 Copilot Chat +- **Ask questions about images with natural language** [Android, iOS, Web] + + Easily gain insights from images by asking natural language questions. Upload images for quick analysis using advanced vision models—helping you make sense of visual data across your apps. +- **Enhance email insights with interactive hovers** [Web] + + Enjoy enriched emails with interactive hovers that reveal contextual details—like sender info, dates, and follow-up prompts—to streamline your daily workflow. +### Microsoft 365 Copilot Studio +- **Collect user feedback in Copilot Studio agent builder** [Web] + + Makers can also now submit feedback—compliments, problems, or suggestions—directly to the product team from inside the Microsoft 365 agent builder. This can be done at any stage of the authoring process, including comments and optional metadata for troubleshooting. This feature allows quick issue reporting without disrupting workflow and enables the product team to address feedback efficiently. + Learn more. +### Microsoft Loop +- **Load existing Copilot pages and create multiple pages** [Web] + + With multipage functionality in Copilot Pages, users can load existing pages and create multiple pages within a single conversation. + Learn more. +- **Recap changes over a longer time** [Web] + + Recap changes in Loop over extended periods, such as the last week or last 30 days, instead of being limited to the current session. This feature helps users share updates more effectively. +### PowerPoint +- **Translate your presentation** [Windows, Web, Mac] + + Produce a translated copy of your entire presentation in about 40 languages while preserving your slide design and structure, making global collaboration effortless. + Learn more. +### Viva Engage +- **Questions surfacing in Copilot results** [] + + Viva Engage questions from communities, storyline, and Answers surface in Copilot results. + Learn more. +### Word +- **Narrate your ideas to Copilot** [iOS] + + Brainstorm out loud and let Copilot convert your voice notes into structured documents, making it easier to organize and develop your ideas. +- **Rewrite with Copilot** [iOS] + + Get suggestions from Copilot on how to rewrite any text, helping you improve clarity and style effortlessly. +- **Simplified prompt experience in chat** [Web] + + The chat experience in Word is now simplified with access to attachments, images, and agents now accessed form a single plus-sign menu. +- **Visualize as table** [iOS] + + Easily convert plain text into structured tables, helping you organize and present data more effectively in your daily work. + +## March 19, 2025 + +Updates released between March 5, 2025, and March 19, 2025. + +### Copilot Studio + +- **Use generative actions** [Web] + + Replace manual topic triggers with AI-powered orchestration. You can now configure an agent to use generative AI to dynamically select relevant topics or plugin actions, creating more fluid conversations while reducing manual topic configuration. Learn more. + +### Microsoft 365 Admin Center + +- **Enhanced transparency for declarative agent metadata** + + Admins can now view granular metadata in the Microsoft 365 Admin Center—including data source details and custom actions—for declarative agents. This clarity enables more informed decisions on app availability and management across your organization. + +- **Manage shared Copilot agents across your organization** [Web] + + Tenant admins can now view, search, and block shared Copilot agents in the Admin Center. Maintain control over agent usage and ensure compliance with organizational policies. + +### Microsoft 365 Copilot App + +- **View, edit and share Copilot Pages on mobile** [Android, iOS] + + Stay productive while on the go—use the Microsoft 365 mobile app to view, edit, or share Copilot-generated pages instantly. Collaborate with colleagues in real time, whether you’re commuting or between meetings. Learn more. + +### Microsoft 365 Copilot Chat + +- **Copilot on Edge Update** [Web] + + Copilot on Edge has been updated and requires users to update their version of Edge to version 134.0.3124.51 or newer to receive the latest functionality. This update includes file upload availability on the web tab as well as a smoother authentication experience via the Edge Work Profile. + +- **Enhanced large file support in Copilot Chat** + + Work seamlessly with larger documents in Copilot Chat. You can now reference and interact with bigger files, such as lengthy reports or detailed presentations. + +- **Prompt suggestions in Copilot chat** [Windows, Web, Mac] + + Get started in Copilot chat quickly with automatic prompt suggestions that enhance your productivity by providing relevant and context-aware prompts based on your previous interactions. + +### Microsoft 365 Copilot Extensibility + +- **Support for message extension and declarative agents** [Windows, Web] + + Transform legacy plugins into integrated experiences by exposing them as declarative agents—enhance Office apps like Word, Excel, and PowerPoint with message extensions. + +### Microsoft Loop + +- **Track collaborative changes with "who did what and when"** [Web] + + Ask Copilot about recent edits in Loop workspaces to identify contributors, review timeline updates, and maintain clarity during team projects. Example: "Show changes to the onboarding checklist this week." + +### OneNote + +- **Support image input in OneNote chat** [Windows] + + Ask Copilot to analyze image input and organize your notebook pages by detecting themes and topics. Quickly group pages and update your Notebook structure with a simple click. + +### Copilot Prompt Gallery + +- **Share a Copilot prompt with a Teams team** [Windows, Web] + + Easily share custom prompts from the Copilot Prompt Gallery with your Microsoft Teams team. This streamlined sharing makes it simple for team members to discover and make the most of these prompts in their daily workflow. Learn more. + +### SharePoint + +- **Create and share agents** [Web] + + Easily create agents by selecting SharePoint sites or files and share them with your team in SharePoint or Teams to boost collaboration. Learn more. + +- **Use Data Access Governance to analyze tenant permissions** [Web] + + Leverage detailed reports on permissioned user counts and sharing links to identify oversharing risks and make informed governance decisions. Learn more. + ## March 4, 2025 -Updates released between February 19, 2025, and March 4, 2025. + +Updates released between February 20, 2025, and March 4, 2025. + ### Microsoft 365 Copilot Chat + - **Search archived mailboxes in Copilot Chat** [Windows, Web, Android, iOS, Mac] + Leverage Copilot Chat to search emails across both primary and archived mailboxes by appending 'from my archives' or 'also look for emails in my archives' in your prompts to quickly locate key messages. + ### Copilot Studio + - **Add enterprise data with new graph connections** [Web] + Connect your organization’s data seamlessly using pre-configured graph connectors like Stack Overflow, and Salesforce Knowledge. Build smarter agents with semantic search—no custom solution required. Learn more. + ### Microsoft 365 Admin Center + - **Enhanced Copilot admin page with comprehensive tools** [Web] + Navigate a refreshed admin interface featuring Overview, Health, Discover, and Settings—delivering key metrics, insights, and controls to tailor Copilot to your organization’s needs. + - **Simplify Copilot license assignment** [Web] + Use a data-driven license optimizer to identify users who gain the most value from Copilot. Streamline assignments in the admin center for efficient adoption across your organization. -### Microsoft 365 App + +### Microsoft 365 Copilot App + - **View, edit and share Copilot Pages on mobile** [iOS] + Stay productive no matter where you are. With mobile access to Copilot Pages, you can view, edit, and share content on the go, ensuring seamless collaboration with colleagues. Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Simplified 1-page Graph Connector setup** + Quickly set up external data connections with a single, simplified page for all Graph Connectors, reducing complexity and saving admin time. Learn more. + - **Create Copilot agents with scoped web knowledge** + Build customized Copilot agents that integrate up to four public web sites. Enhance functionality with targeted web knowledge for smarter, context-aware experiences. Learn more. + ### PowerPoint + - **Add speaker notes to all slides with one command** [Windows] + Speed up your presentation creation by having Copilot automatically add speaker notes to every slide, getting your narrative draft ready in a flash. Learn more. + - **Narrative builder creates slides with tables** [Windows, Web, Mac] + Convert grounded content from Word documents into dynamic slides with tables. Enhance your presentations with structured, data-driven visuals effortlessly. + ## February 19, 2025 + Updates released between February 5, 2025, and February 19, 2025. + ### Microsoft 365 Copilot Chat + - **Enhanced entity context card** [Web] + Enjoy smoother motion, improved reliability, and a more intuitive experience with the upgraded entity context card—making it easier to explore contextual details as you work. Learn more. + - **Increased results in Copilot Chat responses** [Web] + Get more comprehensive email and calendar results in Copilot Chat responses to easily summarize messages or track your meetings throughout the day. + +### Excel + +- **Get powerful insights with python** [Windows] + + Explore your data naturally with advanced analysis that leverages Python—no expert coding needed to uncover trends and create dynamic visualizations. + ### Microsoft Teams + - **AI-enabled file summaries on mobile** [Android, iOS] + Summarize Word, PowerPoint, and PDF files on mobile by tapping the summary icon or selecting “Summarize with Copilot” for a quick, digestible overview—even on small screens. + - **Intelligent meeting recap for instant meetings (premium)** [Windows, Mac] + Effortlessly browse meeting recordings by speaker and topic and access AI-generated notes, tasks, and mentions for instant meetings—empowering premium Copilot users with comprehensive insights. Learn more. + ### OneNote + - **Enhance note-taking with iterative content proposals** [Windows] + Refine your notes on the fly by iterating prompts and reviewing alternate drafts, giving you a dynamic, customizable note-taking experience. Learn more. + - **Take notes with Copilot directly in the flow from the canvas** [Windows] + Seamlessly gather and create notes right on your page with Copilot integrated into your personal OneNote notebook, making in-flow note-taking more intuitive. Learn more. + ### PowerPoint + - **Create a presentation from a file-based prompt** [Windows, Web, Mac] + Pull key facts and data from a selected file to shape your narrative. Simply provide Copilot with a prompt and quickly build your deck with relevant information. Learn more. + ### Viva Insights + - **Copilot dashboard for usage and retention insights** [Windows, Web, Android, iOS, Mac] + Dive into usage frequency, compare top user groups, and track retention metrics—all in a single, comprehensive dashboard for actionable insights. Learn more. + - **Simplify analysis with advanced insights** + Build queries quickly with Copilot’s intelligent suggestions for relevant metrics, filters, and attributes, streamlining your data analysis process effortlessly. Learn more. + ### Word + - **Chat with Copilot about selected text** [Windows, Web, Mac] + Highlight text, start a chat with Copilot, and receive responses tailored to what you’ve selected. Get targeted writing assistance and refine your content in real time. + ## February 4, 2025 + Updates released between January 24, 2025, and February 4, 2025. + ### Microsoft 365 Copilot App + - **Updates to the Microsoft 365 (Office) app** [Windows, Web, Android, iOS] + The Microsoft 365 Copilot app (formerly Microsoft 365 app) has a new name and icon. Learn more. + ### Microsoft 365 Copilot Chat + - **Access support pages in Copilot Chat** [Windows, Web, Android, iOS, Mac] + View organizational support pages directly within Copilot Chat, for quick help and guidance in your workflow. + - **Accommodate user’s time zones in Copilot** [Windows, Web, Android, iOS] + Copilot now references your local time zone when responding helping to avoid confusion and scheduling errors. + - **Charts, graphs, and data analysis in Copilot for Microsoft 365** [Windows, Web] + Use natural language to create charts, graphs, and data analysis in Copilot Chat work mode. + - **Get more Copilot value with Microsoft 365 Copilot** [Web] + Easily add full Copilot Chat capabilities including grounding conversations in work data and accessing Copilot in your favorite Microsoft 365 apps by purchasing or requesting a Microsoft 365 Copilot license directly in Copilot Chat. Learn more. + ### Microsoft Teams + - **Speaker recognition and attribution in BYOD rooms with Copilot** [Windows, Mac] + Take advantage of speaker recognition and transcript attribution, unleashing new AI capabilities in any meeting space, whether or not it has a Teams Rooms system deployed. This feature identifies and attributes people in live transcripts, utilizing a unique voice profile for each participant enabling intelligent recaps and unlocking maximum value from Microsoft 365 Copilot in Teams meetings. Users can easily and securely enroll their voices via Teams Settings. This feature requires a Microsoft 365 Copilot or Teams Premium license for the user hosting the meeting for Copilot experiences and intelligent recaps, respectively. Learn more. + ### PowerPoint + - **Use Copilot to rewrite, trim, or formalize text** [Web, Mac] + Transform your presentation text by letting Copilot fix grammar, shorten lengthy content, or adopt a more professional tone—perfect for crafting clear, polished slides. -### Prompt Gallery + +### Copilot Prompt Gallery + - **Share a prompt with a co-worker** [Windows, Web] + Easily create, save, and share your favorite prompts using Copilot Prompt Gallery, inspiring your co-workers to achieve more with Copilot. Learn more. + ### SharePoint + - **Restricted Content Discovery** [Web] + Prevent specific SharePoint sites from being discoverable in tenant-wide search and Copilot. Learn more. + ### Word + - **Browse cloud files with the file picker** [Mac] + Use a file picker to browse your cloud directory and include relevant files without searching by name, making it easy to add key references to your draft. + - **Draft from selected text, lists, or tables** [iOS] + Generate new content right where you work by selecting text, lists, or tables and tapping into Copilot’s on-canvas menu. Quickly refine drafts and collaborate more interactively. Learn more. + - **Draft with Copilot** [iOS] + Quickly produce paragraphs or entire sections for your documents, whether you’re creating a brand-new file or adding to existing text. Learn more. -- **Reference cloud files when drafting** [Mac] - Use a file picker to browse your cloud directory and include relevant files without searching by name, making it easy to add key references to your draft. + - **Reference data from the Microsoft cloud when drafting with Copilot in Word** [Windows, Web, Mac] + Draft with Copilot now supports attaching rich content from the Microsoft cloud—including emails and meetings—resulting in more contextually relevant content. Learn more. + - **Reference plain text files in Copilot** [Windows, Web, Mac] + Add .txt files as sources with Copilot in Word, streamlining your process when working with text-based research or background content. + ## January 23, 2025 + Updates released between January 8, 2025, and January 23, 2025. ### Forms + - **Smart reminders with Copilot in Forms** [Web] + Copilot in Forms now offers smart reminders to help you monitor response progress and get more engagement with your forms, delivered right to your email inbox. Learn more. + ### Microsoft 365 Copilot Chat + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS] + Microsoft 365 Copilot Chat—free, secure AI chat powered by GPT-4o with agents accessible right in chat, and IT controls including enterprise data protection and agent management. Copilot Chat serves as a powerful new on-ramp for everyone in your organization to build an AI habit. Get started with Copilot Chat with the updated Microsoft 365 Copilot app (formerly Microsoft 365 app). Learn more. + - **Updated Copilot Chat responses UI** [Windows] + Enjoy a more intuitive Copilot experience with streamlined message boundaries, refined message count alerts, and a clearly positioned security badge for higher trust and transparency. + - **Updated meeting entity card in Copilot Chat** [Windows, Web] + Check meeting details like RSVP status, date, and attachments without switching contexts in Copilot Chat. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot App + +- **Control auto-start behavior on windows** [Windows] + + Adjust Windows settings to let users auto-launch the M365 app upon login, while giving admins the option to enforce group policy controls for enterprise needs. + +- **Keep the app running in the background** [Windows] + + Enable the setting to keep the app active as a background process after closing, ensuring faster subsequent launches without a full reload. + +### Microsoft 365 Copilot Extensibility + - **Consistent user experience with developer-submitted plugins** + Developer-submitted plugins (ME, PPC, DV) are promoted to agents seamlessly, ensuring a uniform user experience and simplifying plugin management. + - **Use agents in Copilot Chat Web mode** + You can now access agents in the web-grounded Copilot Chat, enabling you to get access to additional sources of knowledge across both the work and web grounded experiences of Copilot Chat. Learn more. + ### PowerPoint + - **Generate summaries for longer presentations** [Windows, Web, Mac] + Copilot now supports text summaries up to 40k words (around 150 slides), giving you richer information and more polished layouts. Learn more. + - **Listen to Copilot's responses with Read Aloud** [Windows, Mac] + Hear Copilot’s replies in the chat pane, letting you stay hands-free while reviewing your content. + ### SharePoint + - **Copilot in SharePoint** [Web] + Copilot in SharePoint combines the power of Large Language Models (LLMs), your data in the Microsoft Graph, and best practices to create engaging web content. Get assistance drafting your content when creating new pages. Adjust the tone, expand meeting bullets into structured text, or get help making your message more concise. All within our existing commitments to data security and privacy in the enterprise. Learn more. + +### Microsoft Teams + +- **Require explicit consent for meeting recording and transcription.** + + Manage meeting recording policies via the Teams admin center or PowerShell to require explicit participant consent before recording or transcription in ad-hoc meetings or group calls. When enabled and recording/transcription starts, all participants are muted with cameras and sharing turned off until they give explicit consent to be recorded and transcribed, ensuring a compliant meeting experience. + ### Viva Amplify + - **Microsoft 365 Copilot in Viva Amplify editor** [Web] + The superpowers of Microsoft 365 Copilot integrates seamlessly into Viva Amplify, transforming content creation. Use Copilot in Amplify to auto-rewrite for suggestions, expand or condense text, and adjust tone for consistent, relevant messaging. Learn more. + ### Viva Insights + - **Copilot dashboard access can be granted using Entra groups** [Web] + Global admins can now grant Microsoft Copilot Dashboard access using Microsoft Entra ID (AAD) Groups, reducing the manual effort needed for management. Learn more. + - **New Copilot adoption metrics and completing total actions taken** [Windows, iOS, Mac] + This adds seven new Copilot adoption metrics to the Copilot dashboard and Viva Insights Advanced insights. It also updates the "total actions taken" metric in the Copilot dashboard to include these new Copilot adoption metrics. Learn more. + ### Word + - **Get started on a draft immediately with example prompts** [Windows, Mac] + On blank documents, Copilot in Word offers one-click example prompts to help you get started quickly. Learn more. + - **Listen to Copilot's responses with Read Aloud** [Windows, Web, Mac] + Hear Copilot’s replies in the chat pane, letting you stay hands-free while reviewing your content. + ## January 7, 2025 + +Updates released between December 18, 2024, and January 7, 2025. ### Copilot Prompt Gallery + - **Access Copilot Prompt Gallery in Word and PowerPoint mobile apps** [Android, iOS] + Discover and use suggested Copilot prompts in Prompt Gallery within the Word and PowerPoint apps on iOS and Android. Enhance your productivity on the go with helpful AI suggestions. -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Track usage of Microsoft 365 Copilot Chat** [Web] + Filter data by date range, review Microsoft Copilot usage by app entry point, and use these insights plan adoption strategies more confidently. Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Include Code Interpreter in agents** [Windows, Web] + Enhance your agents by including Code Interpreter for advanced data analysis tasks in agent builder. Learn more. + ### OneNote + - **Use Copilot quick actions in OneNote: Rewrite, Summarize, and Create To-Dos** [Windows] + Enhance your notes by using Copilot directly on the OneNote canvas. Instantly generate summaries, create to-do lists, or rewrite selected content within your notes. Learn more. + ### Outlook + - **Schedule meetings with Copilot chat in Outlook** [Windows, Web] + Save time and streamline your day by asking Copilot to schedule meetings for you in Outlook. Whether it's a 1:1 or focus time, Copilot will find the best available time slots with ease. Learn more. + - **Switch between Work and Web grounding in Microsoft 365 Copilot Chat** [Android, iOS] + In Outlook mobile apps, you can now toggle between Microsoft 365 Graph (Work) and Web grounding in Microsoft 365 Copilot Chat. Choose the grounding source that best suits your needs for more personalized assistance. + ### Viva Amplify + - **Copilot in Viva Amplify editor** [Web] + Experience the power of Copilot right in your Amplify editing workflow. You can quickly auto-rewrite sections of your text, expand or condense content to match your preferred length, and seamlessly adjust the tone—casual, engaging, or professional—to suit your audience. Learn more. + ### Viva Insights + - **Expand your understanding of Copilot adoption with enhanced metrics** [Windows, iOS, Mac] + Access seven new Copilot metrics and see them reflected in "total actions taken," helping you better track how teams use Copilot. Learn more. + - **New metrics for enterprise data-protected prompts** [Windows, Web, Android, iOS, Mac] + Gain visibility into prompts submitted through Microsoft 365 Copilot Chat (web) and enterprise data-protected Copilot scenarios. Learn more. + ### Viva Learning + - **Copilot Academy support for external content** [Web] + Enhance your learning experience with a wider range of external content in Copilot Academy, including links to Copilot Prompt Gallery. Learn more. + ## December 17, 2024 + ### Microsoft 365 Copilot + - **Microsoft 365 Copilot GCC general availability** [Windows, Web] + Your AI assistant for work in the GCC (Government Community Cloud) environment. It combines the power of large language models (LLMs) with your work content and context, to help you draft and rewrite, summarize and organize, catch up on what you missed, and get answers to questions via prompts. Learn more. + ### Microsoft Purview + - **Generate keyword query language from natural language prompt in eDiscovery with Copilot for Security** [Web] + Copilot for Security is embedded in eDiscovery to enable users to provide a search prompt in natural language and will translate into keyword query language to help expedite the start of an eDiscovery search. Learn more. + ### OneNote + - **Use Copilot in OneNote on Mac and iPad** [iOS, Mac] + Experience the power of Copilot across OneNote for Mac and iPad. Quickly summarize, rewrite, and understand your notes, whether at your desk or on the go. Learn more. + ### PowerPoint + - **Ask Copilot about visuals while in PowerPoint** [Windows, Web] + Now you can add an image to your chat with Copilot. You can ask questions about the image, extract text, get a description of a chart, translate information, or generate alt text. This helps you stay in the flow of work while getting necessary information to continue working on your document. + +### Viva Pulse + +- **Templates for Copilot readiness, adoption and impact** [Windows, Web, Android, iOS, Mac] + + Use new templates to measure employee sentiment and assess your organization's Copilot adoption—all within your Viva Pulse subscription. + ### Word + - **Ask Copilot about visuals while in Word** [Windows, Web] + Now you can add an image to your chat with Copilot. You can ask questions about the image, extract text, get a description of a chart, translate information, or generate alt text. This helps you stay in the flow of work while getting necessary information to continue working on your document. + ## November, 2024 + ### Microsoft 365 Copilot Chat + +- **Audit copilot queries leaving the Microsoft 365 boundary** + + Allow admins to track and review copilot-generated queries that access external data, ensuring robust compliance and oversight. + - **Admin control over Copilot web search access** [Web] + Administrators can now manage user access to web search within Copilot using policies in config.office.com. This provides better control over how users interact with web content through Copilot. Learn more. + - **Focus Copilot responses on specific emails in Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS, Mac] + Narrow down Copilot responses by specifying a particular email folder, sub-folder, or subject line. Get more precise assistance by directing Copilot to the emails that matter most to you. + - **Jumpstart with prebuilt prompts in Microsoft 365 Copilot Chat** [Web] + Quickly get started in Microsoft 365 Copilot Chat by exploring and using prebuilt prompts designed to help you maximize productivity from the get-go. + - **Save and reuse your favorite prompts in Copilot** [Windows, Web] + Easily save your most-used prompts in Microsoft 365 Copilot Chat and Copilot Prompt Gallery website, keeping them at your fingertips for quicker interactions. Learn more. + - **Search for meetings with external attendees** + Effortlessly find and access meetings that include people from other organizations using the improved search functionality in Microsoft 365 Copilot Chat. + - **Share your feedback with in-chat rating in Copilot** [Windows, Web] + Easily rate your experience with Copilot's web-grounded chat on a 1-5 scale. Your feedback helps us improve Copilot to better meet your needs. + - **Use web-grounded Copilot chat in Teams and Outlook** [Windows, Web] + Enhance your Copilot chat in Teams and Outlook with the latest information from the web. Get up-to-date answers and insights directly within your conversations. + - **View web queries used by Copilot for greater transparency** [Web] + See the exact web queries Copilot sends in response to your prompts, along with the list of websites queried, enhancing your awareness and control over the information process. + +### Microsoft 365 Admin Center + +- **AI administrator role** [Web] + + Empower designated admins to manage Copilot securely with the new AI administrator role—providing control without full Global admin permissions. + +- **Copilot usage report for Business Chat** [Web] + + Monitor usage data for Copilot Business Chat (web and work) directly in the admin center to support adoption and strategic planning. + ### Excel + - **Perform advanced analysis with Python integration** [Windows] + Leverage Python within Excel through Copilot to conduct advanced data analysis, unlocking new insights from your data. Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Add image generation to agents** [Windows, Web] + Enhance your agents by including image generation capabilities in agent builder Learn more. + - **Create agents in Microsoft 365 Copilot via agent builder** [Windows, Web] + Use agent builder to create agents that contain specific instructions and knowledge, such as SharePoint files, to suit your needs. Learn more. + +### Copilot Prompt Gallery + +- **Copilot Prompt Gallery available in Word and PowerPoint on iOS** [iOS] + + Use suggested prompts directly from your Word and PowerPoint apps on iOS to spark creativity and streamline your workflow. + +- **Copilot prompt gallery – nonprofit, consumer goods, and mobility prompt collections** [Windows] + + Explore new prompt collections tailored for the nonprofit, consumer goods, and mobility sectors. Enhance your productivity with specialized prompts that fit your industry needs. + +### Microsoft Loop + +- **Reference documents within loop copilot prompts** [Web] + + Enhance your Loop experience by linking directly to Word, Excel, or PowerPoint files—just add a command to summarize or extract key points from your documents. + +### OneNote + +- **Copilot chat on Mac** [Mac] + + Transform your note-taking on Mac with natural language commands that help you understand, summarize, and rewrite notes—perfect for meeting prep and creative brainstorming. + +### PowerPoint + +- **Build a narrative with file-based topics** [Windows, Web, Mac] + + Create compelling presentations by integrating topic suggestions linked to your documents—whether Word files, PDFs, or encrypted docs—for a well-grounded narrative. + ### Microsoft Teams + - **Disable Copilot in meetings** [Windows, Android, iOS, Mac] + You can now turn Copilot off in your meeting settings. Copilot, recording, and transcription are disabled for meetings where Copilot is off. Learn more. + ### SharePoint + - **Control site creation permissions with Restricted Site Creation** [Web] + Administrators can now manage who can create different types of SharePoint sites. Configure specific user groups with permissions to create Team sites, Communication sites, or all sites, enhancing governance and control. Learn more. + - **Manage inactive sites with new lifecycle policies** [Web] + SharePoint administrators can now set up policies to detect inactive sites, notify site owners, and automatically archive or set sites to read-only if no action is taken. This helps in managing unused content and optimizing resources. Learn more. + - **Site Access Review for scalable governance** [Web] + SharePoint administrators can now request site owners to review permissions directly from Data Access Governance reports. This helps in identifying and correcting potential oversharing, enhancing security and compliance. Learn more. + - **Use Data Access Governance to analyze permissions and prevent Oversharing** [Web] + As a SharePoint admin, you can now leverage Data Access Governance (DAG) to understand your tenant's permission landscape. Generate reports that highlight sites with permissioned users exceeding your specified number to identify potential oversharing. Learn more. + +### Viva Glint + +- **Summarize survey comments for key insights** [Web] + + Quickly uncover top issues and potential solutions from employee feedback by asking natural language questions—empowering leaders to act on valuable insights. + ### Word + - **Fine-tune rewrite responses in Copilot in Word** [Windows] + Customize the output from Copilot's Rewrite feature by specifying how the text should change to better suit your needs. Learn more. + - **Reference larger files and write longer prompts with Copilot** [Windows, Web, Mac] + Create more detailed drafts by writing prompts over 2,000 characters and referencing files totaling up to 75,000 words. Learn more. + ## October, 2024 + ### Microsoft 365 Copilot Chat + - **Access local files in Microsoft 365 Copilot Chat** [Web] + Upload and reference your local files directly within Copilot Chat prompts by using the Local Files button or typing '/', making your interactions more informed and efficient. Learn more. + - **Get contextual summaries in Edge sidebar with Microsoft 365 Copilot Chat** [Web] + Receive instant contextual summaries directly in the Edge Sidebar while using Microsoft 365 Copilot Chat, helping you quickly grasp information without leaving your browsing experience. + - **Solve complex tasks in Copilot chat** [Web] + Use Copilot to solve complex math problems, analyze data, generate visualizations, and more in Copilot chat. + ### Copilot Prompt Gallery + - **Expanded industry prompt collections in Copilot Prompt Gallery** [Windows] + We have expanded our industry prompt collections in Prompt Gallery with new prompt collections tailored to the nonprofit, consumer goods, and mobility sectors. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 12 additional languages across all features: Bulgarian, Croatian, Estonian, Greek, Indonesian, Latvian, Lithuanian, Romanian, Serbian (Latin), Slovak, Slovenian, and Vietnamese. Microsoft 365 Copilot also improved the handling of language variants: Dutch (Belgium), German (Switzerland), English (UK), Spanish (Mexico), and French (Canada). Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Create agents in Copilot with instructions and knowledge sources** [Windows, Web] + Users can build Copilot agents that include specific instructions and knowledge, such as SharePoint files, directly from Copilot Chat using Copilot Studio Agent Builder. Learn more. + - **Customize your agent list in Copilot across apps** [Windows, Web] + Reorder or remove agents from your agent list, with updates based on your most recently used agents and admin-installed agents, available in Copilot Chat, Microsoft Teams, and Microsoft 365. + - **Invoke agents with @mentions across apps** [Windows, Web] + Users can now @mention agents to invoke them in-context within Copilot Chat, Word, and PowerPoint, enhancing workflow efficiency. Learn more. + - **Start conversations easily with Agent starter prompts** [Windows, Web] + Select from conversation starter prompts to begin using an agent quickly and effortlessly. Learn more. + ### Microsoft Teams + - **Empower meeting organizers to adjust Copilot availability** [Windows, Android, iOS, Mac] + Admins can now set Copilot in Teams meetings to 'During and After Meeting' and allow meeting organizers to change it. Learn more. + ### Outlook + - **Rewrite selected text in emails using Copilot** [Windows, Web, Android, iOS, Mac] + Select specific parts of your drafted email and ask Copilot in new Outlook to rewrite it or provide more information to rewrite it. Provide detailed instructions or adjust the tone and length to suit your needs. + ### PowerPoint + - **Create presentations with new slide types using Copilot** [Windows] + When creating a presentation with Copilot, you'll now see agenda, section, and conclusion slides, giving your presentations better structure. + - **Custom slideshow of key slides** [Windows] + Ask Copilot to show key slides, and you'll have one-click access to play a custom presentation of the most important slides. + - **Enhanced creation and editing with Copilot** [Windows] + Copilot now offers richer information, elevated visual structures, better images, and more polished layouts when creating or editing your presentations. Learn more. + ### Viva Insights + - **New Microsoft 365 Copilot Chat prompts submitted through Teams** [Windows, iOS, Mac] + Adding new Microsoft 365 Copilot Chat prompts submitted through Teams metric to Copilot dashboard and Viva Insights Advanced insights. + ### Word + - **Fine-tune rewrite responses in Copilot in Word** [Mac] + Customize the output from Copilot's Rewrite feature by specifying how the text should change to better suit your needs. Learn more. + - **Get started on a draft immediately with example prompts** [Web] + On blank documents, Copilot in Word offers one-click example prompts to help you get started quickly. + - **Reference up to 10 Items when drafting with Copilot** [Windows, Mac] + Expand your drafting capabilities by referencing up to 10 items—such as files, emails, and meetings—when using Copilot in Word. Learn more. + ## September, 2024 + ### Microsoft 365 Copilot Chat + - **Access Microsoft 365 Copilot Chat work mode in Microsoft 365 app on mobile** [Android, iOS] + Ground your Copilot conversations in your work content with Microsoft 365 Copilot Chat in the Microsoft 365 app. + - **Convert Microsoft 365 Copilot Chat conversations into shareable pages** [Web] + Transform Microsoft 365 Copilot Chat Copilot responses in work mode into editable and shareable pages, so you can easily access and distribute important information. + - **Generate images in Microsoft 365 Copilot Chat** [Web] + Create custom images directly within Microsoft 365 Copilot Chat. Using natural language, ask Copilot to generate images. Learn more. + - **Get started quicker with grounded prompts** [Windows, Web] + Copilot Chat prompt suggestions now include relevant files, people, and meetings to help you get started with grounded prompts. Clicking the prompt card will add the prompt text and related file into the input box where you can select a different file, person, or meeting to fit your needs. + ### Excel + - **Access Copilot from the cell context menu** [Windows, Web] + Easily launch Copilot in Excel directly from the cell context menu, streamlining your workflow. Learn more. + - **Copilot in Excel is generally available** [Windows, Web, iOS, Mac] + Copilot in Excel, now no longer in Preview but Generally Available, works alongside you to analyze and explore your data, answering questions in natural language and revealing insights without the need for complex formulas. Learn more. -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Identify suggested candidates for Copilot licensing** [Web] + Improve license assignment decisions and maximize Microsoft 365 Copilot adoption. In the Microsoft 365 Copilot usage report readiness section, a new "Suggested Candidates" column helps you assign licenses to users who are most likely to get the most value for Microsoft 365 Copilot, based on factors such as usage of relevant Microsoft 365 apps. Learn more. + ### Microsoft 365 Copilot + - **AI-generated Images with Copilot and Microsoft Designer** [Windows, Web, Mac] + Microsoft Designer integration in Copilot chat allows you to generate that perfect image, providing limitless creativity and bringing your presentations to life. Learn more. + - **Insert brand-approved images from SharePoint using Copilot** [Windows, Web] + Keep your documents and presentations on brand by adding company-approved images directly from your SharePoint organization asset library through Copilot. Learn more. + ### Microsoft Teams + - **Copilot in Teams meetings considers meeting chat** [Windows, Mac] + When generating meeting summaries or answering questions, Copilot in Teams will now use the chat and transcript as context, providing more accurate and relevant responses. Learn more. + ### OneDrive + - **Copilot in OneDrive** [Web] + Copilot in OneDrive, available on the web, allows you to ask questions and extract information from your files. Get summaries and insights from Word, PDF, PowerPoint, Excel, and text files. Learn more. + ### Outlook + - **Instantly apply coaching suggestions from Copilot to your emails** [Web, Android, iOS, Mac] + Improve your email writing with Coaching by Copilot in new Outlook. Request a full rewrite based on Copilot's feedback or apply the suggestions with a single click. Learn more. + ### PowerPoint + - **Create presentations with new slide types using Copilot** [Web, Mac] + When creating a presentation with Copilot, you'll now see agenda, section, and conclusion slides, giving your presentations better structure. +- **Access your organization’s approved images** [Mac] + + Seamlessly connect to your SharePoint asset library to find and add brand-approved images, keeping your presentations and documents consistently on brand. + - **Custom slideshow of key slides** [Mac] + Ask Copilot to show key slides, and you'll have one-click access to play a custom presentation of the most important slides. + - **Improved template support with Copilot** [Windows, Web, Mac] + Update your templates to PowerPoint's best practices, and Copilot will generate beautiful, on-brand slides every time you create a presentation. Learn more. + ### Viva Glint + - **View Glint and Pulse survey results in Viva Insights Copilot Dashboard** [Web] + Leaders and adoption specialists can now initiate Copilot impact surveys and view the results from Viva Glint or Viva Pulse directly within the Viva Insights Copilot Dashboard. Understand the ROI of deploying Copilot and AI tools in your organization. Learn more. + ### Viva Insights + - **Analyze adoption and impact trends** + Adding trendlines to show metric movements over past 6-month time periods, before vs after Copilot comparisons, and providing the option to view an estimated dollar value for the existing Copilot assisted hours metric. Learn more. + +- **Delegate access to Copilot Dashboard** + + You can delegate access to your organizational insights or the Copilot Dashboard to other people within your company. + + By granting delegate access, someone else at your company, such as your chief of staff or one of your direct reports, would have the same access you have to the insights. They can view them and operationalize business decisions based on the data. + ### Viva Learning + - **Providing Copilot Academy access to all Microsoft 365 Copilot users** [Web] + Microsoft Copilot Academy is now available for all users with a Microsoft 365 Copilot license or any Viva Learning license (premium, suite, or the Microsoft 365-included version). Learn more. + ### Word + - **Easily write a prompt or choose quick actions from the Copilot icon in your Word doc** [Web] + The Copilot icon in your document margin now lets you easily write a prompt or choose quick actions, making AI assistance more accessible. + - **Reference up to 10 Items when drafting with Copilot** [Web, iOS] + Expand your drafting capabilities by referencing up to 10 items—such as files, emails, and meetings—when using Copilot in Word. Learn more. + - **Use Copilot to enhance pasted text in Word** [Windows, Mac] + Copilot in Word now offers more options when you paste text. Reword content, transform it into tables or lists, and more, making it easier to format and organize your documents efficiently. + ## August, 2024 + ### Copilot Prompt Gallery + - **Copilot Prompt Gallery is now available on iOS and Android** [Android, iOS] + Explore and use suggested prompts in Copilot Prompt Gallery within the Teams app on iOS and Android. Stay productive with ready-made prompts to use on the go. + - **Try prompts directly from the Copilot Prompt Gallery website** [Windows, Web] + Quickly launch suggested prompts from the Copilot Prompt Gallery website in Microsoft 365 Copilot Chat by clicking the "Try in" button on the prompt card. + ### Excel + - **Custom chart and PivotTable creation** [Windows, Web, iOS, Mac] + You can now ask Copilot for more specific charts and PivotTables, including specifying the X and Y axes. Customize your data presentations more precisely. + - **Formula data summaries from columns** [Windows, Web, iOS, Mac] + Add a single formula to summarize column data into one cell. This feature allows you to calculate data across columns and return a single result, simplifying data analysis. + - **Suggest conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Ask Copilot to suggest conditional formatting for your data. Receive a list of prompts that might highlight key insights in your data. + - **Summarize text columns with Copilot** [Windows, Web, iOS, Mac] + Copilot can analyze columns of text to provide summaries, such as identifying main themes in survey responses. Understand your text data more effectively. + ### Forms + - **Copilot helps students understand quiz solutions** [Web] + After submitting quizzes, students can now receive Copilot-assisted explanations for correct and incorrect answers. This feature aids learning by providing detailed solution steps. + ### Microsoft Teams + - **Copilot summarizes content over specified time periods** [Windows, Android, iOS, Mac] + Copilot can now identify and summarize information over specific time periods, responding accurately to queries like "yesterday," "last month," or "last year." Learn more. + - **Linked files in Copilot replies** [Windows, Android, iOS, Mac] + We have optimized Copilot in Microsoft Teams to include linked files in Copilot answers for quicker and more reliable retrieval of files and links, making your experience smoother and more efficient. + ### Outlook + - **Microsoft 365 Copilot Chat in Outlook Mobile** [Android, iOS] + The Microsoft 365 Copilot Chat experience is now available in Outlook for iOS and Android. Enhance your mobile email experience with AI-powered assistance on the go. + - **Schedule meetings from an email with Copilot in new Outlook** [Windows, Web] + Quickly shift from an email thread to a meeting invite by clicking "Schedule with Copilot." Copilot summarizes the conversation, drafts an agenda, and includes key context automatically. + ### PowerPoint + - **Build your story with Narrative Builder** [Windows, Web, iOS, Mac] + Copilot helps you form your narrative and turns it into a fully designed presentation, streamlining the creative process. + - **Custom slideshow of key slides** [Web] + Ask Copilot to show key slides, and you'll have one-click access to play a custom presentation of the most important slides. + - **Improved presentation summary richness** [Windows, Web, iOS, Mac] + Copilot now leverages the latest GPT models to provide richer summaries when generating presentations, enhancing the quality of your content. + ### Viva Insights + - **Analyze Copilot impact over time** [Windows, Web, Android, iOS, Mac] + View trendlines of key productivity metrics over 6 months and estimate the financial value of Copilot-assisted hours. Learn more. + ### Word + - **Document Summaries in Microsoft 365 Mobile App Previews** [iOS] + Copilot generates summaries of files that you can view in the file browser of the Microsoft 365 mobile app, helping you understand content without opening the file. + ## July, 2024 + ### Microsoft 365 Copilot Chat + - **Access cloud files via Context IQ in Microsoft 365 Copilot Chat** [Web] + Easily include relevant documents in your chats with Context IQ suggestions. Now access "Browse Cloud Files" from the "Attach Cloud Files" button. Learn more. + ### Excel + - **Advanced conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Copilot now supports complex conditional formatting, such as highlighting rows based on multiple criteria. Enhance your data visualization with more formulaic formatting options. + - **Improved data insights in Copilot** [Windows, Web, iOS, Mac] + Copilot is now better at answering questions about data insights like trends and correlations. Get more meaningful analysis to make informed decisions. + - **Preview and apply changes suggested by Copilot** [Windows, Web, iOS, Mac] + Before Copilot makes changes to your Excel data, you'll now receive a description and an "Apply" button. This gives you more control over your data and allows for refinements before applying changes. + - **Preview conditional formatting rules** [Windows, Web, iOS, Mac] + When setting a conditional formatting rule, Copilot's response will include a preview of the style and an explanation of the formula. This helps you understand and apply formatting more confidently. + - **Support for data ranges resembling tables** [Windows, Web, iOS, Mac] + Copilot can now reason over data ranges with a single row of headers, even if they aren't formatted as formal tables. This makes data analysis more flexible. -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Gain visibility into Microsoft 365 Copilot Chat usage** [Web] + Access usage metrics for Microsoft 365 Copilot Chat to inform your adoption strategies. Learn more. + ### Microsoft Loop + - **Copilot-Assisted Loop Page Creation** [Web] + Collaborate with Copilot to create structured Loop pages quickly. Start from scratch or modify existing pages or templates with AI assistance for efficient teamwork. + ### PowerPoint + - **Create presentations from encrypted Word documents** [Windows, Web, iOS, Mac] + Copilot for PowerPoint can now create presentations using Word documents that have a protected sensitivity label, expanding your content creation options securely. + - **Easier access to Copilot in PowerPoint** [Windows, Web, iOS, Mac] + Access Copilot in PowerPoint more easily with new on-canvas entry points. Start enhancing your presentations with AI assistance in fewer clicks. + ### Viva Engage + - **Viva Engage Copilot Adoption Community** [Web] + Kickstart your Copilot adoption journey with a templatized community in Viva Engage. Get setup checklists, suggested content, suggested members, and top Q&A to engage your employees effectively. Learn more. + ### Viva Insights + - **Microsoft Copilot Dashboard powered by Viva Insights** [Windows, Web, Android, iOS, Mac] + The Microsoft Copilot Dashboard available to all Microsoft 365 Copilot customers at no extra cost. Access it via the Viva Insights app to monitor Copilot adoption and impact. Learn more. + ### Word + - **Bing search integration brings the power of the web to your chats in Word** [Mac] + Ask Copilot a question in Word chat, and Copilot generates an answer using the power of integrated Bing search. And you never have to leave the app. + - **Bring the latest from your organization into your Word chats with Microsoft Copilot Graph-grounded search.** [Mac] + Bring the latest from your organization into your Word chats with Microsoft Graph-grounded search. Access people-centric data and insights seamlessly. + - **Summarize longer documents in chat** [Windows, Web, iOS, Mac] + Copilot in Word can now summarize longer documents, with the upper limit increased to about four times more words (approx. 80k words). Get comprehensive overviews of lengthy content. + ## June, 2024 + ### Microsoft 365 Copilot Chat + - **Contextual prompt suggestions in Microsoft 365 Copilot Chat** [Windows] + Microsoft 365 Copilot Chat now shows contextual prompt suggestions when you hover over entities like files, events, and people. Quickly access relevant information to enhance your productivity. + ### Excel + - **Copilot works on any selection in Excel** [Windows, Web, iOS, Mac] + Copilot now enables the edit box on any worksheet, regardless of selection. It intelligently finds the nearest table or data range for your analysis queries, making data manipulation more flexible. + - **Excel Copilot Chat Helper for Your Data Queries** [Web] + Get conversational Excel-specific answers to your Excel-related questions with the Copilot chat helper. + ### Forms + - **Copilot helps you draft quizzes and answers** [Web] + Teachers and staff can use Copilot in Forms to generate quizzes, including correct answers. Now they can focus more on helping students engage with assessments, icebreakers, and trivia, and less on writing and programming. + - **Gather more responses with Copilot suggestions** [Web] + Copilot in Forms now suggests the best distribution channels and settings when sending out forms or quizzes. Reach your audience more effectively and increase engagement. + ### Microsoft Teams + - **Admins can enforce Copilot during and after meetings** [Windows, Android, iOS, Mac] + Admins can set Copilot in Teams meetings to 'During and After Meeting' and prevent meeting organizers from changing it. Learn more. + - **Control access to recordings and transcripts** [Windows, Android, iOS, Mac] + Introducing new meeting settings that allow you to control who can access recordings, transcripts, and prompt Copilot. Enhance your meeting security and privacy with these granular controls. + - **Intelligent Recap available for Copilot users** [Windows, Mac] + Copilot users can now access Intelligent Recap after meetings and calls. Browse recordings by speakers and topics, and access AI-generated meeting notes, action items, and @mentions, all designed to keep you informed. + ### OneNote + - **Access company information via Copilot in OneNote** [Windows] + Prompt Copilot in OneNote to get responses from all your company information stored in the Microsoft cloud. Find the data you need without leaving your note-taking app. + ### Outlook + - **Microsoft 365 Copilot Chat in classic Outlook** [Windows] + The Microsoft 365 Copilot Chat experience is now available in classic Outlook. Access AI-powered assistance directly from the App Bar on the left to enhance your email productivity. + ### PowerPoint + - **Copilot adds transitions and animations automatically** [Windows, Web, iOS, Mac] + When creating presentations from prompts or files, Copilot will now automatically add transitions and animations. This enhancement brings your slides to life without extra effort. + - **Create presentations from PDF files with Copilot** [Windows, Web, iOS] + You can now generate PowerPoint presentations directly from PDF files using Copilot. This feature simplifies the process of turning documents into engaging presentations. + - **Improved content when creating presentations from prompts** [Windows, Web, iOS, Mac] + Experience increased depth and richness of content when you create a presentation from a prompt. Copilot now provides better formatting and more detailed slides to enhance your presentations. + ### Viva Amplify + - **Copilot deployment kit now in Viva Amplify** [Web] + Prepare and launch Copilot in your organization effortlessly using the new deployment kit in Viva Amplify. Access pre-written and formatted publications to educate users on Copilot features and develop their AI skills, ensuring a smooth rollout. Learn more. + +### Viva Insights + +- **Specific date ranges on Copilot Dashboard** + + In the Copilot Dashboard you will now see a specific date range identified in the upper right corner to clarify the measurement timeframe. This date range reflects a trailing 28 day period and is not configurable. For a custom date range analysis, use analyst workbench. Learn more. + ### Word + - **Find the perfect visual with Copilot + Designer in Word** [Windows, Web, Mac] + Enhance your documents with AI-generated images using the new integration of Microsoft Designer in Copilot Chat. Also search for stock images and brand assets to bring your content to life seamlessly. + - **Use a url to reference supported files in Copilot in Word** [iOS] + Users can copy-paste a link of a supported file into the Draft with Copilot UI as a reference, instead of searching for it in the file reference menu. + - **Use Draft with Copilot in Word based on text, list, or table selection** [Windows, Mac] + Use Draft with Copilot in Word with the on-canvas Copilot menu when a user selects text, a list, or a table, which generates new content from Copilot and provides a richer, more interactive experience. + - **Visualize as table** [iOS] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. + ## May, 2024 + ### Microsoft 365 Copilot Chat + - **Enhanced Reference visibility in Microsoft 365 Copilot Chat** [Windows] + References in Microsoft 365 Copilot Chat responses are now unfurled by default at the bottom of each reply. This improvement increases transparency and makes it easier to discover the sources behind Copilot responses. + - **Grounding suggestions when pasting cloud file URLs in Microsoft 365 Copilot Chat** [Web] + When you paste file URLs as references in your prompts, Microsoft 365 Copilot Chat now informs you about inline referencing via Context IQ. Access Context IQ in chat using "/" or the "Attach Clip" option to enhance your interactions. + - **Proactive file suggestions for enhanced grounding in Microsoft 365 Copilot Chat** [Web] + Microsoft 365 Copilot Chat now proactively informs you about grounding opportunities when typing prompts. Highlighted text and file data source insertions help you create more effective and context-rich prompts. + ### Copilot Prompt Gallery + - **Explore curated prompt collections for various roles and industries in Copilot Prompt Gallery** [Windows, Web] + Discover and filter through a curated collection of Microsoft-authored prompts tailored for Marketing, HR, Finance, Retail, and Manufacturing roles. These prompts help you get the most out of Copilot with prompts tailored to your role or industry. + ### Microsoft Loop + - **Use Copilot in Loop components across Teams and Outlook** [Web] + People with a Copilot license can now leverage Copilot in Loop when they paste Loop components into Teams, Outlook, and Meeting Notes. + ### Microsoft Teams + - **Copilot notification in unrecorded meetings** [Windows, Android, iOS, Mac] + When Copilot is started in a meeting that isn't being recorded, every participant is notified that Copilot is active. + ### Outlook + - **Microsoft 365 Copilot Chat available in new Outlook for Windows and web** [Windows, Web, Android, iOS] + Access the power of Microsoft 365 Copilot Chat directly within Outlook on the web and the new Outlook for Windows. Access Microsoft 365 Copilot Chat through the left app bar. + ### SharePoint + - **Introducing Restricted SharePoint Search for Copilot** [Web] + Administrators can now enable Restricted SharePoint Search to disable organization-wide search and select up to 100 specific SharePoint sites accessible in search and Copilot experiences. Users will still interact with their OneDrive content in Copilot, balancing accessibility and security. + - **Monitor configuration changes with change history reports** + Administrators can now create custom reports to track changes made to SharePoint configurations across your organization. Review detailed CSV reports of site actions and organizational setting changes from the past 180 days to ensure compliance and maintain oversight. + ### Word + - **Use a url to reference supported files in Copilot in Word** [Windows, Mac] + Users can copy-paste a link of a supported file into the Draft with Copilot UI as a reference, instead of searching for it in the file reference menu. + - **Use Copilot to enhance pasted text in Word** [Web] + Copilot in Word now offers more options when you paste text. Reword content, transform it into tables or lists, and more, making it easier to format and organize your documents efficiently. + - **Use Draft with Copilot in Word based on text, list, or table selection** [Web] + Use Draft with Copilot in Word with the on-canvas Copilot menu when a user selects text, a list, or a table, which generates new content from Copilot and provides a richer, more interactive experience. + ## April, 2024 + ### Microsoft 365 Copilot Chat + - **Microsoft 365 Copilot Chat now available in the Microsoft 365 app** [Android, iOS] + Microsoft 365 mobile app users with a Microsoft 365 Copilot license can receive answers grounded in their organizational Graph data, enhancing mobile productivity. + - **Use file links to reference files in your prompts** [Windows, Web] + Easily refer to files in your Copilot Chat prompts by pasting their URL links, streamlining your workflow and saving time. + ### Excel + - **Create Formula Columns Using Data from Multiple Tables** [Windows, Web, iOS, Mac] + Support for functions like XLOOKUP and SUMIF allows you to create formula columns that utilize data across multiple tables. + - **Generate multiple formula columns with a single prompt** [Windows, Web, iOS, Mac] + Use Copilot in Excel to create several formula-based columns at once. For example, ask Copilot to split a full name into first and last name columns, and watch it generate both formulas in one go. + ### Forms + - **Copilot helps you rewrite and extend your forms** [Web] + Beyond drafting from scratch, Copilot in Forms can now assist you in rewriting titles, descriptions, or questions, and adding more content to your surveys. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 17 additional languages across all features: Arabic, Chinese (Traditional), Czech, Danish, Dutch, Finnish, Hebrew, Hungarian, Korean, Norwegian (Bokmal), Polish, Portuguese (Portugal), Russian, Swedish, Thai, Turkish, and Ukrainian. Learn more. + - **Microsoft 365 Copilot Data Residency Commitments** [Web] + We have added new commitments covering stored content of interactions with Microsoft 365 Copilot to existing data residency commitments, enhancing data compliance. + ### Microsoft Loop + - **Access Copilot in Loop easily from the right side of the page** [Web] + We have added an entry point on the right side of the page to make Loop Copilot's Draft and Rewrite capabilities more accessible. + ### Microsoft Stream + - **Quickly summarize videos with Copilot in Stream** [Web] + Copilot in Stream uses AI to help you get insights from videos, allowing you to summarize content or ask in-depth questions efficiently. Learn more. + ### Microsoft Teams + - **Copilot understands previous conversations in chats and channels** [Windows, Android, iOS, Mac] + When you ask follow-up questions in chats or channels, Copilot now has context from past interactions to provide more accurate answers. + ### OneDrive + - **Share Word documents with AI-generated summaries** [Web] + Users can now include an AI-generated summary when sharing Word documents, helping recipients understand content quickly and collaborate efficiently. + ### OneNote + - **Use Copilot with your handwritten notes** [Windows] + Copilot in OneNote now supports inked notes, allowing you to summarize, rewrite, or generate to-do lists from your handwritten content. + ### Outlook + - **Control the 'Summary by Copilot' banner in new Outlook** [Web] + You can now choose to show or hide the 'Summary by Copilot' banner in your emails for a personalized experience. + - **Copilot chat now available in new Outlook** [Windows, Web] + Access Copilot chat within Outlook to type and receive responses while managing your emails, all in a convenient side panel. + - **Draft Emails with Copilot in Classic Outlook for Windows** [Windows] + Copilot combines the power of AI and Outlook data to help you draft new messages or replies effortlessly. + ### SharePoint + - **Advanced tenant rename in SharePoint Advanced Management** [Web] + Change your SharePoint domain with greater control, including prioritizing up to 4,000 sites for early execution and supporting tenants with up to 100,000 sites. Learn more. + - **Restricted Access Control** [Web] + Control permissions of sensitive data by restricting SharePoint sites and OneDrive's access to specific users and their corresponding Copilot. Learn more. + ### Viva Engage + - **Copilot in Viva Engage enhances communication and connection** [Web] + Copilot in Viva Engage helps you catch up on what's happening in your network and write engaging communications that support your goals. + ### Whiteboard + - **Discover Whiteboard Copilot with First Run Experience** [Windows, Web] + First-time users will be guided to discover and leverage the power of Whiteboard Copilot features through an interactive introduction. + ### Word + - **Bing search integration brings the power of the web to your chats in Word** [Windows, Web] + Ask Copilot a question in Word chat, and Copilot generates an answer using the power of integrated Bing search. And you never have to leave the app. + - **Bring the latest from your organization into your Word chats with Microsoft Copilot Graph-grounded search.** [Windows, Web] + Bring the latest from your organization into your Word chats with Microsoft Graph-grounded search, enhancing the power of Copilot. + - **Draft with Copilot supports referencing files encrypted with sensitivity labels** [Windows, Web, Mac] + Draft with Copilot now allows you to reference files encrypted with sensitivity labels, ensuring secure document creation. + - **Fine-tune rewrite responses in Copilot in Word** [Web] + Customize the output from Copilot's Rewrite feature by specifying how the text should change to better suit your needs. + - **Use a url to reference supported files in Copilot in Word** [Web] + Users can copy-paste a link of a supported file into the Draft with Copilot UI as a reference, instead of searching for it in the file reference menu. + ## March, 2024 + ### Microsoft 365 Copilot Chat + - **Rich entity representations in Copilot responses** [Windows, Web, Android, iOS, Mac] + Copilot now provides richer representations of entities like people, events, and files within responses, enhancing context and usability. + ### Excel + - **Enable Copilot in Excel by saving files to OneDrive or SharePoint** [Windows, Mac] + To use Copilot in Excel, save your files to OneDrive or SharePoint with AutoSave on. You'll receive prompts to help you set this up if needed. + - **Speak to Copilot in Excel with new input methods** [Windows, Web, iOS, Mac] + You can now use your microphone to send prompts to Copilot in Excel, and explore the Prompt Guide for customized suggestions. -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Send Copilot welcome emails when assigning licenses to users** [Web] + Help users get started with Copilot faster. When assigning Microsoft 365 Copilot licenses, you can now send users a welcome email containing helpful resources and tips to maximize their Copilot experience. + ### Microsoft Teams + - **Customize your draft message when you compose with Copilot** [Windows, Android, iOS, Mac] + You can now instruct Copilot to adjust your draft message however you'd like. Adjust the message with a custom prompt, like "add a call to action" or "make it persuasive". Learn more. + - **Enhanced Copilot UI with new date dividers** [Windows, Android, iOS, Mac] + We have improved the Copilot user interface with new date dividers for chats, channels, and meeting Copilot. + ### Viva Insights + - **Analyze Copilot metrics with flexible queries in Analyst Workbench** + Use the Analyst Workbench to perform flexible Copilot queries on metrics, providing deeper insights into AI usage. + ### Word + - **Share Word documents with AI summaries** [Web] + Include an AI-generated document summary when sharing Word documents. Recipients get a rich preview, aiding quicker understanding and collaboration. + ## February, 2024 + ### Forms + - **Create and customize Forms quickly with Copilot** [Web] + Use natural language to describe the form you need, and Copilot will generate it for you. Copilot can also help you customize your form with a theme or apply response settings, to help drive engagement from your audience. + ### Microsoft Teams + - **Copilot side pane stays open across group chats** [Windows, Mac] + When you open Copilot in a group chat, it will remain open even as you navigate between different chats, saving you time. + ### Outlook + - **Get Coaching from Copilot for an email draft in Classic Outlook for Windows** [Windows] + Copilot combines AI with your Outlook data to help you craft better emails, offering suggestions on tone and message effectiveness. + ### Word + - **Summarize your document using chat prompts** [iOS] + Ask via chat to summarize your document, highlighting key points for quick understanding and review. + ## January, 2024 + ### Excel + - **Enjoy conversational Copilot in Excel** [Windows, Web, iOS, Mac] + Copilot in Excel now remembers the context of your chats, allowing for follow-up questions and clarifications for a smoother experience. + ### Microsoft Purview + - **Communication Compliance-Detect Microsoft 365 Copilot interactions template** [Web] + Communication Compliance is introducing a new template dedicated to analyzing all Microsoft 365 Copilot prompts and responses, to help ensure content prohibited by customers' policies, such as harassing or threatening language, isn't being used Microsoft 365 interfaces. This scales Communication Compliance's reach, consistent with Microsoft 365's expanding interfaces. In addition, administrators are also able to select Copilot chats as a checked location in the policy creation wizard for any new or existing policies. This empowers administrators to fine-tune their management strategy precisely to their organization's needs, with a focus on user privacy protection. Whether it's setting specific conditions or deploying trainable classifiers, this feature provides flexibility and adaptability in compliance management, ensuring your organization's communications remain secure, compliant, and respectful of user privacy. + ### Word + - **Get answers and enhance content with chat in Word** [iOS] + Ask specific questions about your document or request additional details to enhance your content, making your writing process more efficient. + - **Visualize as table** [Windows] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. + ## December, 2023 -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Track Copilot readiness and usage across Microsoft 365** [Web] + Easily assess your organization's technical eligibility, license assignment, and active usage of Microsoft 365 Copilot. Understand which apps drive engagement, monitor trends over time, and use these insights to guide licensing and adoption strategy decisions. Learn more. + ### Word + - **Visualize as table** [Mac] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. Learn more. + ## November, 2023 + ### Microsoft 365 Copilot Chat + - **Access Microsoft 365 Copilot Chat on Microsoft365.com** [Windows, Web] + Use Microsoft 365 Copilot Chat directly from microsoft365.com/chat, providing a unified experience across platforms. Learn more. + - **Extend Microsoft 365 Copilot Chat to third-party connectors** [Windows] + Support for retrieval and synthesis of content from enabled third-party Graph connectors is now available. + - **Insert entities into prompts in Microsoft 365 Copilot Chat** [Windows, Web] + Use '/' to add entities in prompts submitted to Copilot, focusing responses on the most relevant information. Learn more. + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Mac] + Your single destination to take on any task, combining AI power with your work content to draft content, catch up, and get answers. Learn more. + ### Excel + - **Add formula columns with Copilot** [Windows, Web, iOS, Mac] + Copilot provides formula suggestions with explanations, helping you create new columns based on your data. Learn more. + - **Generate data insights with Copilot** [Windows, Web, iOS, Mac] + Copilot can suggest insights like summaries, trends, and outliers, returning results as charts or PivotTables to enhance your analysis. Learn more. + - **Use Copilot to highlight, filter, and sort data in Excel tables** [Windows, Web, iOS, Mac] + Transform your data by asking Copilot to format your Excel tables. You can highlight top values, filter specific entries, or sort data. For example, ask Copilot to highlight the top 3 values in a column, and it will apply conditional formatting. Learn more. + ### Microsoft Loop + - **Collaborate with Copilot in Loop** [Web] + Work together with Copilot and your team to create content, generate ideas, and refine results collaboratively. Learn more. + - **Enjoy richer Copilot in Loop outputs with formatting and tables** [Web] + Copilot can now produce results with rich formatting, including headings and tables, for more organized content. + - **Experience visual updates to the Copilot Block** [Web] + The Copilot Block now blends more naturally into your page, with AI interactions happening in the right margin. + - **Generate Page Summaries with Copilot in Loop** [Web] + Insert a 'Page Summary' component to have Copilot summarize the content on your current Loop page. Learn more. + - **Get insights from your current page content** [Web] + Copilot can answer questions based on the content on your current Loop page, providing summaries and analyses. Learn more. + - **Rewrite existing content with Copilot** [Web] + Leverage Copilot to help rewrite, supplement, or gain insights from content that already exists in Loop. Learn more. + - **See when teammates are editing prompts** [Web] + Loop Copilot now indicates when a teammate is actively writing or refining a prompt, enhancing collaboration. Learn more. + - **Summarize and share changes with your team** [Web] + Use the Recap experience to have Copilot generate a summary of your changes and share it with your team. Learn more. + ### Microsoft Purview + - **Microsoft Purview capabilities for Microsoft 365 Copilot** [Web] - Microsoft Purview is launching several capabilities that help with security and compliance of data in Microsoft 365 Copilot. These are capabilities in Information Protection, Data Lifecycle Management, Audit, eDiscovery, and Communication Compliance. + + Microsoft Purview is launching several capabilities that help with security and compliance of data in Microsoft 365 Copilot. These are capabilities in Information Protection, Data Lifecycle Management, Audit, eDiscovery, and Communication Compliance. + ### Microsoft Teams + - **Copilot available in a channel post conversation** [Windows, Web, Android, iOS, Mac] + Copilot can summarize and support Q&A on a channel post conversation, assisting you directly in your channel conversations. + - **Copilot to summarize and answer Q&A in Teams Chat** [Windows, Web, Android, iOS, Mac] + Copilot helps you catch up on conversations by providing summaries and answering questions in Teams chats. + - **Use Copilot in meetings, 1:1 and group calls** [Windows, Web, Android, iOS, Mac] + Get summaries, action items, and more after meetings and calls through Copilot in the side panel. + ### OneNote + - **Access powerful AI tools in the new OneNote pane** [Windows] + Use the new pane to summarize key points, extract insights and to-do lists, generate ideas, and rewrite your text for improved clarity and tone. Learn more. + ### Outlook + - **Compose emails effortlessly on Outlook for Android and iOS** [Android, iOS] + Provide a prompt and generate a full email. Customize the tone and length to suit your needs, streamlining your email writing process. Learn more. + - **Draft emails with Copilot in new Outlook** [Windows, Web, Mac] + Use Copilot to draft new emails from prompts, adjust length and tone, and even select parts of an email and use Copilot to rewrite those specific sections effortlessly. Learn more. + - **Get Coaching from Copilot for an email draft in new Outlook** [Web, Android, iOS, Mac] + Copilot combines AI with your Outlook data to help you craft better emails, offering suggestions on tone and message effectiveness. Learn more. + - **Get quick summaries of email threads in new Outlook** [Web] + Receive concise summaries of email conversations, helping you stay informed without reading every message. Learn more. + - **Meeting Recap in Calendar** [Windows, Web] + After a meeting ends, open the event from your calendar in the new Outlook to view the meeting summary, mentions, tasks, and more, helping you catch up and collaborate asynchronously. + - **Summarize email conversations on Outlook for Android and iOS** [Android, iOS] + Quickly get summaries of entire email threads, helping you catch up on conversations efficiently. Learn more. + - **Summarize email threads in Classic Outlook for Windows** [Windows] + Summarize email conversations, extract key points, and receive recommended actions, enhancing your productivity. Learn more. + ### PowerPoint + - **Automatically add an agenda slide to your presentation** [Windows, Web, iOS, Mac] + Generate and insert an agenda slide based on your existing content, helping you prepare your audience for what's ahead. + - **Convert Word documents into presentations** [Windows, iOS, Mac] + Transform your Word documents into fully designed PowerPoint presentations, simplifying the creation process. Learn more. + - **Create a presentation from a simple prompt** [Windows, Web, iOS, Mac] + Provide a prompt and Copilot will help you generate a presentation, saving you time and effort Learn more. + - **Create presentations using your organization's templates** [Windows, Web, iOS, Mac] + Generate presentations that utilize your company's templates, ensuring consistency and alignment with your brand. Learn more. + - **Edit your presentation in Copilot chat** [Windows, Web, iOS, Mac] + Add slides, add animations, or organize your presentation in Copilot chat, streamlining your editing process. Learn more. + - **Get answers about your presentation** [Windows, Web, iOS, Mac] + Ask questions about your existing PowerPoint presentation to quickly retrieve information and insights. + - **Organize your presentation's flow easily** [Windows, Web, iOS, Mac] + Structure your slides, add sections, and insert an agenda slide to improve the overall flow of your presentation. Learn more. + - **Summarize your presentation and identify key points** [Windows, Web, iOS, Mac] + Generate summaries, highlight key slides, and identify action items from your presentation, making it easier to review and share essential information. Learn more. + ### Whiteboard + - **Generate ideas effortlessly** [Windows, Web, Android, iOS] + Brainstorm by generating short text ideas, fueling your creativity during collaborative sessions. + - **Organize your ideas into themes** [Windows, Web, Android, iOS] + Categorize and group your ideas into themes, helping you visualize and structure your brainstorming sessions. + - **Summarize your Whiteboard sessions** [Windows, Web, Android, iOS] + Create summaries of your Whiteboard content, capturing key points from your collaborative work. + ### Word + - **Apply highest sensitivity label to generated content** [Windows, Web, iOS, Mac] + Ensure your documents maintain appropriate confidentiality levels as labels are automatically updated when referencing files with higher sensitivity. + - **Draft with Copilot** [Windows, Web, iOS, Mac] + Draft new content for your blank or existing documents, helping you write faster and with ease. Learn more. + - **Get answers and enhance content with chat in Word** [Windows, Web, Mac] + Ask specific questions about your document or request additional details to enhance your content, making your writing process more efficient. Learn more. + - **Rewrite with Copilot** [Windows, Web, iOS, Mac] + Get suggestions for how to rewrite any text in your document, enhancing clarity and effectiveness. Learn more. + - **Summarize your document using chat prompts** [Windows, Web, Mac] + Ask via chat to summarize your document, highlighting key points for quick understanding and review. Learn more. + - **Use chat in Word's Viewing mode** [Windows, Mac] + Access chat while in Viewing mode to ask questions about the document's content without switching to Editing mode, improving your reading experience. Learn more. + - **Use voice prompts for assistance** [Windows, Web, Mac] + Use voice to dictate into the Copilot chat prompt field + - **Visualize as table** [Web] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. Learn more. ## [Windows](#tab/win) - + +## April 2, 2025 +Updates released between March 20, 2025, and April 2, 2025. +### PowerPoint +- **Translate your presentation** [Windows, Web, Mac] + + Produce a translated copy of your entire presentation in about 40 languages while preserving your slide design and structure, making global collaboration effortless. + Learn more. + + +## March 19, 2025 + +Updates released between March 5, 2025, and March 19, 2025. + +### Microsoft 365 Copilot Chat + +- **Prompt suggestions in Copilot chat** [Windows, Web, Mac] + + Get started in Copilot chat quickly with automatic prompt suggestions that enhance your productivity by providing relevant and context-aware prompts based on your previous interactions. + +### Microsoft 365 Copilot Extensibility + +- **Support for message extension and declarative agents** [Windows, Web] + + Transform legacy plugins into integrated experiences by exposing them as declarative agents—enhance Office apps like Word, Excel, and PowerPoint with message extensions. + +### OneNote + +- **Support image input in OneNote chat** [Windows] + + Ask Copilot to analyze image input and organize your notebook pages by detecting themes and topics. Quickly group pages and update your Notebook structure with a simple click. + +### Copilot Prompt Gallery + +- **Share a Copilot prompt with a Teams team** [Windows, Web] + + Easily share custom prompts from the Copilot Prompt Gallery with your Microsoft Teams team. This streamlined sharing makes it simple for team members to discover and make the most of these prompts in their daily workflow. Learn more. + ## March 4, 2025 -Updates released between February 19, 2025, and March 4, 2025. + +Updates released between February 20, 2025, and March 4, 2025. + ### Microsoft 365 Copilot Chat + - **Search archived mailboxes in Copilot Chat** [Windows, Web, Android, iOS, Mac] - Leverage Copilot to search emails across both primary and archived mailboxes by appending 'from my archives' or 'also look for emails in my archives' in your prompts to quickly locate key messages. + + Leverage Copilot to search emails across both primary and archived mailboxes by appending 'from my archives' or 'also look for emails in archives' in your prompts to quickly locate key messages. + ### PowerPoint + - **Add speaker notes to all slides with one command** [Windows] + Speed up your presentation creation by having Copilot automatically add speaker notes to every slide, getting your narrative draft ready in a flash. Learn more. + - **Narrative builder creates slides with tables** [Windows, Web, Mac] + Convert grounded content from Word documents into dynamic slides with tables. Enhance your presentations with structured, data-driven visuals effortlessly. + ## February 19, 2025 + Updates released between February 5, 2025, and February 19, 2025. + +### Excel + +- **Get powerful insights with python** [Windows] + + Explore your data naturally with advanced analysis that leverages Python—no expert coding needed to uncover trends and create dynamic visualizations. + ### Microsoft Teams + - **Intelligent meeting recap for instant meetings (premium)** [Windows, Mac] + Effortlessly browse meeting recordings by speaker and topic and access AI-generated notes, tasks, and mentions for instant meetings—empowering premium Copilot users with comprehensive insights. Learn more. + ### OneNote + - **Enhance note-taking with iterative content proposals** [Windows] + Refine your notes on the fly by iterating prompts and reviewing alternate drafts, giving you a dynamic, customizable note-taking experience. Learn more. + - **Take notes with Copilot directly in the flow from the canvas** [Windows] + Seamlessly gather and create notes right on your page with Copilot integrated into your personal OneNote notebook, making in-flow note-taking more intuitive. Learn more. + ### PowerPoint + - **Create a presentation from a file-based prompt** [Windows, Web, Mac] + Pull key facts and data from a selected file to shape your narrative. Simply provide Copilot with a prompt and quickly build your deck with relevant information. Learn more. + ### Viva Insights + - **Copilot dashboard for usage and retention insights** [Windows, Web, Android, iOS, Mac] + Dive into usage frequency, compare top user groups, and track retention metrics—all in a single, comprehensive dashboard for actionable insights. Learn more. + ### Word + - **Chat with Copilot about selected text** [Windows, Web, Mac] + Highlight text, start a chat with Copilot, and receive responses tailored to what you’ve selected. Get targeted writing assistance and refine your content in real time. + ## February 4, 2025 + Updates released between January 24, 2025, and February 4, 2025. + ### Microsoft 365 Copilot App + - **Updates to the Microsoft 365 (Office) app** [Windows, Web, Android, iOS] + The Microsoft 365 Copilot app (formerly Microsoft 365 app) has a new name and icon. Learn more. + ### Microsoft 365 Copilot Chat + - **Access support pages in Copilot Chat** [Windows, Web, Android, iOS, Mac] + View organizational support pages directly within Copilot Chat, for quick help and guidance in your workflow. + - **Accommodate user’s time zones in Copilot** [Windows, Web, Android, iOS] + Copilot now references your local time zone when responding helping to avoid confusion and scheduling errors. + - **Charts, graphs, and data analysis in Copilot for Microsoft 365** [Windows, Web] + Use natural language to create charts, graphs, and data analysis in Copilot Chat work mode. + ### Microsoft Teams + - **Speaker recognition and attribution in BYOD rooms with Copilot** [Windows, Mac] + Take advantage of speaker recognition and transcript attribution, unleashing new AI capabilities in any meeting space, whether or not it has a Teams Rooms system deployed. This feature identifies and attributes people in live transcripts, utilizing a unique voice profile for each participant enabling intelligent recaps and unlocking maximum value from Microsoft 365 Copilot in Teams meetings. Users can easily and securely enroll their voices via Teams Settings. This feature requires a Microsoft 365 Copilot or Teams Premium license for the user hosting the meeting for Copilot experiences and intelligent recaps, respectively. Learn more. -### Prompt Gallery + +### Copilot Prompt Gallery + - **Share a prompt with a co-worker** [Windows, Web] + Easily create, save, and share your favorite prompts using Copilot Prompt Gallery, inspiring your co-workers to achieve more with Copilot. Learn more. + ### Word + - **Reference data from the Microsoft cloud when drafting with Copilot in Word** [Windows, Web, Mac] + Draft with Copilot now supports attaching rich content from the Microsoft cloud—including emails and meetings—resulting in more contextually relevant content. Learn more. + - **Reference plain text files in Copilot** [Windows, Web, Mac] + Add .txt files as sources with Copilot in Word, streamlining your process when working with text-based research or background content. + ## January 23, 2025 + Updates released between January 8, 2025, and January 23, 2025. ### Microsoft 365 Copilot Chat + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS] + Microsoft 365 Copilot Chat—free, secure AI chat powered by GPT-4o with agents accessible right in chat, and IT controls including enterprise data protection and agent management. Copilot Chat serves as a powerful new on-ramp for everyone in your organization to build an AI habit. Get started with Copilot Chat with the updated Microsoft 365 Copilot app (formerly Microsoft 365 app). Learn more. + - **Updated Copilot Chat responses UI** [Windows] + Enjoy a more intuitive Copilot experience with streamlined message boundaries, refined message count alerts, and a clearly positioned security badge for higher trust and transparency. + - **Updated meeting entity card in Copilot Chat** [Windows, Web] + Check meeting details like RSVP status, date, and attachments without switching contexts in Copilot Chat. + +### Microsoft 365 Copilot App + +- **Control auto-start behavior on windows** [Windows] + + Adjust Windows settings to let users auto-launch the M365 app upon login, while giving admins the option to enforce group policy controls for enterprise needs. + +- **Keep the app running in the background** [Windows] + + Enable the setting to keep the app active as a background process after closing, ensuring faster subsequent launches without a full reload. + ### PowerPoint + - **Generate summaries for longer presentations** [Windows, Web, Mac] + Copilot now supports text summaries up to 40k words (around 150 slides), giving you richer information and more polished layouts. Learn more. + - **Listen to Copilot's responses with Read Aloud** [Windows, Mac] + Hear Copilot’s replies in the chat pane, letting you stay hands-free while reviewing your content. + ### Viva Insights + - **New Copilot adoption metrics and completing total actions taken** [Windows, iOS, Mac] + This adds seven new Copilot adoption metrics to the Copilot dashboard and Viva Insights Advanced insights. It also updates the "total actions taken" metric in the Copilot dashboard to include these new Copilot adoption metrics. Learn more. + ### Word + - **Get started on a draft immediately with example prompts** [Windows, Mac] + On blank documents, Copilot in Word offers one-click example prompts to help you get started quickly. Learn more. + - **Listen to Copilot's responses with Read Aloud** [Windows, Web, Mac] + Hear Copilot’s replies in the chat pane, letting you stay hands-free while reviewing your content. + ## January 7, 2025 -### Microsoft 365 Copilot extensibility + +Updates released between December 18, 2024, and January 7, 2025. +### Microsoft 365 Copilot Extensibility + - **Include Code Interpreter in agents** [Windows, Web] + Enhance your agents by including Code Interpreter for advanced data analysis tasks in agent builder. Learn more. + ### OneNote + - **Use Copilot quick actions in OneNote: Rewrite, Summarize, and Create To-Dos** [Windows] + Enhance your notes by using Copilot directly on the OneNote canvas. Instantly generate summaries, create to-do lists, or rewrite selected content within your notes. Learn more. + ### Outlook + - **Schedule meetings with Copilot chat in Outlook** [Windows, Web] + Save time and streamline your day by asking Copilot to schedule meetings for you in Outlook. Whether it's a 1:1 or focus time, Copilot will find the best available time slots with ease. Learn more. + ### Viva Insights + - **Expand your understanding of Copilot adoption with enhanced metrics** [Windows, iOS, Mac] + Access seven new Copilot metrics and see them reflected in "total actions taken," helping you better track how teams use Copilot. Learn more. + - **New metrics for enterprise data-protected prompts** [Windows, Web, Android, iOS, Mac] + Gain visibility into prompts submitted through Microsoft 365 Copilot Chat (web) and enterprise data-protected Copilot scenarios. Learn more. + ## December 17, 2024 + ### Microsoft 365 Copilot + - **Microsoft 365 Copilot GCC general availability** [Windows, Web] + Your AI assistant for work in the GCC (Government Community Cloud) environment. It combines the power of large language models (LLMs) with your work content and context, to help you draft and rewrite, summarize and organize, catch up on what you missed, and get answers to questions via prompts. Learn more. + ### PowerPoint + - **Ask Copilot about visuals while in PowerPoint** [Windows, Web] + Now you can add an image to your chat with Copilot. You can ask questions about the image, extract text, get a description of a chart, translate information, or generate alt text. This helps you stay in the flow of work while getting necessary information to continue working on your document. + +### Viva Pulse + +- **Templates for Copilot readiness, adoption and impact** [Windows, Web, Android, iOS, Mac] + + Use new templates to measure employee sentiment and assess your organization's Copilot adoption—all within your Viva Pulse subscription. + ### Word + - **Ask Copilot about visuals while in Word** [Windows, Web] + Now you can add an image to your chat with Copilot. You can ask questions about the image, extract text, get a description of a chart, translate information, or generate alt text. This helps you stay in the flow of work while getting necessary information to continue working on your document. + ## November, 2024 + ### Microsoft 365 Copilot Chat + - **Focus Copilot responses on specific emails in Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS, Mac] + Narrow down Copilot responses by specifying a particular email folder, sub-folder, or subject line. Get more precise assistance by directing Copilot to the emails that matter most to you. + - **Save and reuse your favorite prompts in Copilot** [Windows, Web] + Easily save your most-used prompts in Microsoft 365 Copilot Chat and Copilot Prompt Gallery website, keeping them at your fingertips for quicker interactions. Learn more. + - **Share your feedback with in-chat rating in Copilot** [Windows, Web] + Easily rate your experience with Copilot's web-grounded chat on a 1-5 scale. Your feedback helps us improve Copilot to better meet your needs. + - **Use web-grounded Copilot chat in Teams and Outlook** [Windows, Web] + Enhance your Copilot chat in Teams and Outlook with the latest information from the web. Get up-to-date answers and insights directly within your conversations. + ### Excel + - **Perform advanced analysis with Python integration** [Windows] + Leverage Python within Excel through Copilot to conduct advanced data analysis, unlocking new insights from your data. Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Add image generation to agents** [Windows, Web] + Enhance your agents by including image generation capabilities in agent builder Learn more. + - **Create agents in Microsoft 365 Copilot via agent builder** [Windows, Web] + Use agent builder to create agents that contain specific instructions and knowledge, such as SharePoint files, to suit your needs. Learn more. + +### PowerPoint + +- **Build a narrative with file-based topics** [Windows, Web, Mac] + + Create compelling presentations by integrating topic suggestions linked to your documents—whether Word files, PDFs, or encrypted docs—for a well-grounded narrative. + +### Copilot Prompt Gallery + +- **Copilot prompt gallery – nonprofit, consumer goods, and mobility prompt collections** [Windows] + + Explore new prompt collections tailored for the nonprofit, consumer goods, and mobility sectors. Enhance your productivity with specialized prompts that fit your industry needs. + ### Microsoft Teams + - **Disable Copilot in meetings** [Windows, Android, iOS, Mac] + You can now turn Copilot off in your meeting settings. Copilot, recording, and transcription are disabled for meetings where Copilot is off. Learn more. + ### Word + - **Fine-tune rewrite responses in Copilot in Word** [Windows] + Customize the output from Copilot's Rewrite feature by specifying how the text should change to better suit your needs. Learn more. + - **Reference larger files and write longer prompts with Copilot** [Windows, Web, Mac] + Create more detailed drafts by writing prompts over 2,000 characters and referencing files totaling up to 75,000 words. Learn more. + ## October, 2024 + ### Copilot Prompt Gallery + - **Expanded industry prompt collections in Copilot Prompt Gallery** [Windows] + We have expanded our industry prompt collections in Prompt Gallery with new prompt collections tailored to the nonprofit, consumer goods, and mobility sectors. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 12 additional languages across all features: Bulgarian, Croatian, Estonian, Greek, Indonesian, Latvian, Lithuanian, Romanian, Serbian (Latin), Slovak, Slovenian, and Vietnamese. Microsoft 365 Copilot also improved the handling of language variants: Dutch (Belgium), German (Switzerland), English (UK), Spanish (Mexico), and French (Canada). Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Create agents in Copilot with instructions and knowledge sources** [Windows, Web] + Users can build Copilot agents that include specific instructions and knowledge, such as SharePoint files, directly from Copilot Chat using Copilot Studio Agent Builder. Learn more. + - **Customize your agent list in Copilot across apps** [Windows, Web] + Reorder or remove agents from your agent list, with updates based on your most recently used agents and admin-installed agents, available in Copilot Chat, Microsoft Teams, and Microsoft 365. + - **Invoke agents with @mentions across apps** [Windows, Web] + Users can now @mention agents to invoke them in-context within Copilot Chat, Word, and PowerPoint, enhancing workflow efficiency. Learn more. + - **Start conversations easily with Agent starter prompts** [Windows, Web] + Select from conversation starter prompts to begin using an agent quickly and effortlessly. Learn more. + ### Microsoft Teams + - **Empower meeting organizers to adjust Copilot availability** [Windows, Android, iOS, Mac] + Admins can now set Copilot in Teams meetings to 'During and After Meeting' and allow meeting organizers to change it. Learn more. + ### Outlook + - **Rewrite selected text in emails using Copilot** [Windows, Web, Android, iOS, Mac] + Select specific parts of your drafted email and ask Copilot in new Outlook to rewrite it or provide more information to rewrite it. Provide detailed instructions or adjust the tone and length to suit your needs. + ### PowerPoint + - **Create presentations with new slide types using Copilot** [Windows] + When creating a presentation with Copilot, you'll now see agenda, section, and conclusion slides, giving your presentations better structure. + - **Custom slideshow of key slides** [Windows] + Ask Copilot to show key slides, and you'll have one-click access to play a custom presentation of the most important slides. + - **Enhanced creation and editing with Copilot** [Windows] + Copilot now offers richer information, elevated visual structures, better images, and more polished layouts when creating or editing your presentations. Learn more. + ### Viva Insights + - **New Microsoft 365 Copilot Chat prompts submitted through Teams** [Windows, iOS, Mac] + Adding new Microsoft 365 Copilot Chat prompts submitted through Teams metric to Copilot dashboard and Viva Insights Advanced insights. + ### Word + - **Reference up to 10 Items when drafting with Copilot** [Windows, Mac] + Expand your drafting capabilities by referencing up to 10 items—such as files, emails, and meetings—when using Copilot in Word. Learn more. + ## September, 2024 + ### Microsoft 365 Copilot Chat + - **Get started quicker with grounded prompts** [Windows, Web] + Copilot Chat prompt suggestions now include relevant files, people, and meetings to help you get started with grounded prompts. Clicking the prompt card will add the prompt text and related file into the input box where you can select a different file, person, or meeting to fit your needs. + ### Excel + - **Access Copilot from the cell context menu** [Windows, Web] + Easily launch Copilot in Excel directly from the cell context menu, streamlining your workflow. Learn more. + - **Copilot in Excel is generally available** [Windows, Web, iOS, Mac] + Copilot in Excel, now no longer in Preview but Generally Available, works alongside you to analyze and explore your data, answering questions in natural language and revealing insights without the need for complex formulas. Learn more. + ### Microsoft 365 Copilot + - **AI-generated Images with Copilot and Microsoft Designer** [Windows, Web, Mac] + Microsoft Designer integration in Copilot chat allows you to generate that perfect image, providing limitless creativity and bringing your presentations to life. Learn more. + - **Insert brand-approved images from SharePoint using Copilot** [Windows, Web] + Keep your documents and presentations on brand by adding company-approved images directly from your SharePoint organization asset library through Copilot. Learn more. + ### Microsoft Teams + - **Copilot in Teams meetings considers meeting chat** [Windows, Mac] + When generating meeting summaries or answering questions, Copilot in Teams will now use the chat and transcript as context, providing more accurate and relevant responses. Learn more. + ### PowerPoint + - **Improved template support with Copilot** [Windows, Web, Mac] + Update your templates to PowerPoint's best practices, and Copilot will generate beautiful, on-brand slides every time you create a presentation. Learn more. + ### Word + - **Use Copilot to enhance pasted text in Word** [Windows, Mac] + Copilot in Word now offers more options when you paste text. Reword content, transform it into tables or lists, and more, making it easier to format and organize your documents efficiently. + ## August, 2024 + ### Copilot Prompt Gallery + - **Try prompts directly from the Copilot Prompt Gallery website** [Windows, Web] + Quickly launch suggested prompts from the Copilot Prompt Gallery website in Microsoft 365 Copilot Chat by clicking the "Try in" button on the prompt card. + ### Excel + - **Custom chart and PivotTable creation** [Windows, Web, iOS, Mac] + You can now ask Copilot for more specific charts and PivotTables, including specifying the X and Y axes. Customize your data presentations more precisely. + - **Formula data summaries from columns** [Windows, Web, iOS, Mac] + Add a single formula to summarize column data into one cell. This feature allows you to calculate data across columns and return a single result, simplifying data analysis. + - **Suggest conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Ask Copilot to suggest conditional formatting for your data. Receive a list of prompts that might highlight key insights in your data. + - **Summarize text columns with Copilot** [Windows, Web, iOS, Mac] + Copilot can analyze columns of text to provide summaries, such as identifying main themes in survey responses. Understand your text data more effectively. + ### Microsoft Teams + - **Copilot summarizes content over specified time periods** [Windows, Android, iOS, Mac] + Copilot can now identify and summarize information over specific time periods, responding accurately to queries like "yesterday," "last month," or "last year." Learn more. + - **Linked files in Copilot replies** [Windows, Android, iOS, Mac] + We have optimized Copilot in Microsoft Teams to include linked files in Copilot answers for quicker and more reliable retrieval of files and links, making your experience smoother and more efficient. + ### Outlook + - **Schedule meetings from an email with Copilot in new Outlook** [Windows, Web] + Quickly shift from an email thread to a meeting invite by clicking "Schedule with Copilot." Copilot summarizes the conversation, drafts an agenda, and includes key context automatically. + ### PowerPoint + - **Build your story with Narrative Builder** [Windows, Web, iOS, Mac] + Copilot helps you form your narrative and turns it into a fully designed presentation, streamlining the creative process. + - **Improved presentation summary richness** [Windows, Web, iOS, Mac] + Copilot now leverages the latest GPT models to provide richer summaries when generating presentations, enhancing the quality of your content. + ### Viva Insights + - **Analyze Copilot impact over time** [Windows, Web, Android, iOS, Mac] + View trendlines of key productivity metrics over 6 months and estimate the financial value of Copilot-assisted hours. Learn more. + ## July, 2024 + ### Excel + - **Advanced conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Copilot now supports complex conditional formatting, such as highlighting rows based on multiple criteria. Enhance your data visualization with more formulaic formatting options. + - **Improved data insights in Copilot** [Windows, Web, iOS, Mac] + Copilot is now better at answering questions about data insights like trends and correlations. Get more meaningful analysis to make informed decisions. + - **Preview and apply changes suggested by Copilot** [Windows, Web, iOS, Mac] + Before Copilot makes changes to your Excel data, you'll now receive a description and an "Apply" button. This gives you more control over your data and allows for refinements before applying changes. + - **Preview conditional formatting rules** [Windows, Web, iOS, Mac] + When setting a conditional formatting rule, Copilot's response will include a preview of the style and an explanation of the formula. This helps you understand and apply formatting more confidently. + - **Support for data ranges resembling tables** [Windows, Web, iOS, Mac] + Copilot can now reason over data ranges with a single row of headers, even if they aren't formatted as formal tables. This makes data analysis more flexible. + ### PowerPoint + - **Create presentations from encrypted Word documents** [Windows, Web, iOS, Mac] + Copilot for PowerPoint can now create presentations using Word documents that have a protected sensitivity label, expanding your content creation options securely. + - **Easier access to Copilot in PowerPoint** [Windows, Web, iOS, Mac] + Access Copilot in PowerPoint more easily with new on-canvas entry points. Start enhancing your presentations with AI assistance in fewer clicks. + ### Viva Insights + - **Microsoft Copilot Dashboard powered by Viva Insights** [Windows, Web, Android, iOS, Mac] + The Microsoft Copilot Dashboard available to all Microsoft 365 Copilot customers at no extra cost. Access it via the Viva Insights app to monitor Copilot adoption and impact. Learn more. + ### Word + - **Summarize longer documents in chat** [Windows, Web, iOS, Mac] + Copilot in Word can now summarize longer documents, with the upper limit increased to about four times more words (approx. 80k words). Get comprehensive overviews of lengthy content. + ## June, 2024 + ### Microsoft 365 Copilot Chat + - **Contextual prompt suggestions in Microsoft 365 Copilot Chat** [Windows] + Microsoft 365 Copilot Chat now shows contextual prompt suggestions when you hover over entities like files, events, and people. Quickly access relevant information to enhance your productivity. + ### Excel + - **Copilot works on any selection in Excel** [Windows, Web, iOS, Mac] + Copilot now enables the edit box on any worksheet, regardless of selection. It intelligently finds the nearest table or data range for your analysis queries, making data manipulation more flexible. + ### Microsoft Teams + - **Admins can enforce Copilot during and after meetings** [Windows, Android, iOS, Mac] + Admins can set Copilot in Teams meetings to 'During and After Meeting' and prevent meeting organizers from changing it. Learn more. + - **Control access to recordings and transcripts** [Windows, Android, iOS, Mac] + Introducing new meeting settings that allow you to control who can access recordings, transcripts, and prompt Copilot. Enhance your meeting security and privacy with these granular controls. + - **Intelligent Recap available for Copilot users** [Windows, Mac] + Copilot users can now access Intelligent Recap after meetings and calls. Browse recordings by speakers and topics, and access AI-generated meeting notes, action items, and @mentions, all designed to keep you informed. + ### OneNote + - **Access company information via Copilot in OneNote** [Windows] + Prompt Copilot in OneNote to get responses from all your company information stored in the Microsoft cloud. Find the data you need without leaving your note-taking app. + ### Outlook + - **Microsoft 365 Copilot Chat in classic Outlook** [Windows] + The Microsoft 365 Copilot Chat experience is now available in classic Outlook. Access AI-powered assistance directly from the App Bar on the left to enhance your email productivity. + ### PowerPoint + - **Copilot adds transitions and animations automatically** [Windows, Web, iOS, Mac] + When creating presentations from prompts or files, Copilot will now automatically add transitions and animations. This enhancement brings your slides to life without extra effort. + - **Create presentations from PDF files with Copilot** [Windows, Web, iOS] + You can now generate PowerPoint presentations directly from PDF files using Copilot. This feature simplifies the process of turning documents into engaging presentations. + - **Improved content when creating presentations from prompts** [Windows, Web, iOS, Mac] + Experience increased depth and richness of content when you create a presentation from a prompt. Copilot now provides better formatting and more detailed slides to enhance your presentations. + ### Word + - **Find the perfect visual with Copilot + Designer in Word** [Windows, Web, Mac] + Enhance your documents with AI-generated images using the new integration of Microsoft Designer in Copilot Chat. Also search for stock images and brand assets to bring your content to life seamlessly. + - **Use Draft with Copilot in Word based on text, list, or table selection** [Windows, Mac] + Use Draft with Copilot in Word with the on-canvas Copilot menu when a user selects text, a list, or a table, which generates new content from Copilot and provides a richer, more interactive experience. + ## May, 2024 + ### Microsoft 365 Copilot Chat + - **Enhanced Reference visibility in Microsoft 365 Copilot Chat** [Windows] + References in Microsoft 365 Copilot Chat responses are now unfurled by default at the bottom of each reply. This improvement increases transparency and makes it easier to discover the sources behind Copilot responses. + ### Copilot Prompt Gallery + - **Explore curated prompt collections for various roles and industries in Copilot Prompt Gallery** [Windows, Web] + Discover and filter through a curated collection of Microsoft-authored prompts tailored for Marketing, HR, Finance, Retail, and Manufacturing roles. These prompts help you get the most out of Copilot with prompts tailored to your role or industry. + ### Microsoft Teams + - **Copilot notification in unrecorded meetings** [Windows, Android, iOS, Mac] + When Copilot is started in a meeting that isn't being recorded, every participant is notified that Copilot is active. + ### Outlook + - **Microsoft 365 Copilot Chat available in new Outlook for Windows and web** [Windows, Web, Android, iOS] + Access the power of Microsoft 365 Copilot Chat directly within Outlook on the web and the new Outlook for Windows. Access Microsoft 365 Copilot Chat through the left app bar. + ### Word + - **Use a url to reference supported files in Copilot in Word** [Windows, Mac] + Users can copy-paste a link of a supported file into the Draft with Copilot UI as a reference, instead of searching for it in the file reference menu. + ## April, 2024 + ### Microsoft 365 Copilot Chat + - **Use file links to reference files in your prompts** [Windows, Web] + Easily refer to files in your Copilot Chat prompts by pasting their URL links, streamlining your workflow and saving time. + ### Excel + - **Create Formula Columns Using Data from Multiple Tables** [Windows, Web, iOS, Mac] + Support for functions like XLOOKUP and SUMIF allows you to create formula columns that utilize data across multiple tables. + - **Generate multiple formula columns with a single prompt** [Windows, Web, iOS, Mac] + Use Copilot in Excel to create several formula-based columns at once. For example, ask Copilot to split a full name into first and last name columns, and watch it generate both formulas in one go. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 17 additional languages across all features: Arabic, Chinese (Traditional), Czech, Danish, Dutch, Finnish, Hebrew, Hungarian, Korean, Norwegian (Bokmal), Polish, Portuguese (Portugal), Russian, Swedish, Thai, Turkish, and Ukrainian. Learn more. + ### Microsoft Teams + - **Copilot understands previous conversations in chats and channels** [Windows, Android, iOS, Mac] + When you ask follow-up questions in chats or channels, Copilot now has context from past interactions to provide more accurate answers. + ### OneNote + - **Use Copilot with your handwritten notes** [Windows] + Copilot in OneNote now supports inked notes, allowing you to summarize, rewrite, or generate to-do lists from your handwritten content. + ### Outlook + - **Copilot chat now available in new Outlook** [Windows, Web] + Access Copilot chat within Outlook to type and receive responses while managing your emails, all in a convenient side panel. + - **Draft Emails with Copilot in Classic Outlook for Windows** [Windows] + Copilot combines the power of AI and Outlook data to help you draft new messages or replies effortlessly. + ### Whiteboard + - **Discover Whiteboard Copilot with First Run Experience** [Windows, Web] + First-time users will be guided to discover and leverage the power of Whiteboard Copilot features through an interactive introduction. + ### Word + - **Bing search integration brings the power of the web to your chats in Word** [Windows, Web] + Ask Copilot a question in Word chat, and Copilot generates an answer using the power of integrated Bing search. And you never have to leave the app. + - **Bring the latest from your organization into your Word chats with Microsoft Copilot Graph-grounded search.** [Windows, Web] + Bring the latest from your organization into your Word chats with Microsoft Graph-grounded search, enhancing the power of Copilot. + - **Draft with Copilot supports referencing files encrypted with sensitivity labels** [Windows, Web, Mac] + Draft with Copilot now allows you to reference files encrypted with sensitivity labels, ensuring secure document creation. + ## March, 2024 + ### Microsoft 365 Copilot Chat + - **Rich entity representations in Copilot responses** [Windows, Web, Android, iOS, Mac] + Copilot now provides richer representations of entities like people, events, and files within responses, enhancing context and usability. + ### Excel + - **Enable Copilot in Excel by saving files to OneDrive or SharePoint** [Windows, Mac] + To use Copilot in Excel, save your files to OneDrive or SharePoint with AutoSave on. You'll receive prompts to help you set this up if needed. + - **Speak to Copilot in Excel with new input methods** [Windows, Web, iOS, Mac] + You can now use your microphone to send prompts to Copilot in Excel, and explore the Prompt Guide for customized suggestions. + ### Microsoft Teams + - **Customize your draft message when you compose with Copilot** [Windows, Android, iOS, Mac] + You can now instruct Copilot to adjust your draft message however you'd like. Adjust the message with a custom prompt, like "add a call to action" or "make it persuasive". Learn more. + - **Enhanced Copilot UI with new date dividers** [Windows, Android, iOS, Mac] + We have improved the Copilot user interface with new date dividers for chats, channels, and meeting Copilot. + ## February, 2024 + ### Microsoft Teams + - **Copilot side pane stays open across group chats** [Windows, Mac] + When you open Copilot in a group chat, it will remain open even as you navigate between different chats, saving you time. + ### Outlook + - **Get Coaching from Copilot for an email draft in Classic Outlook for Windows** [Windows] + Copilot combines AI with your Outlook data to help you craft better emails, offering suggestions on tone and message effectiveness. + ## January, 2024 + ### Excel + - **Enjoy conversational Copilot in Excel** [Windows, Web, iOS, Mac] + Copilot in Excel now remembers the context of your chats, allowing for follow-up questions and clarifications for a smoother experience. + ### Word + - **Visualize as table** [Windows] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. + ## November, 2023 + ### Microsoft 365 Copilot Chat + - **Access Microsoft 365 Copilot Chat on Microsoft365.com** [Windows, Web] + Use Microsoft 365 Copilot Chat directly from microsoft365.com/chat, providing a unified experience across platforms. Learn more. + - **Extend Microsoft 365 Copilot Chat to third-party connectors** [Windows] + Support for retrieval and synthesis of content from enabled third-party Graph connectors is now available. + - **Insert entities into prompts in Microsoft 365 Copilot Chat** [Windows, Web] + Use '/' to add entities in prompts submitted to Copilot, focusing responses on the most relevant information. Learn more. + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Mac] + Your single destination to take on any task, combining AI power with your work content to draft content, catch up, and get answers. Learn more. + ### Excel + - **Add formula columns with Copilot** [Windows, Web, iOS, Mac] + Copilot provides formula suggestions with explanations, helping you create new columns based on your data. Learn more. + - **Generate data insights with Copilot** [Windows, Web, iOS, Mac] + Copilot can suggest insights like summaries, trends, and outliers, returning results as charts or PivotTables to enhance your analysis. Learn more. + - **Use Copilot to highlight, filter, and sort data in Excel tables** [Windows, Web, iOS, Mac] + Transform your data by asking Copilot to format your Excel tables. You can highlight top values, filter specific entries, or sort data. For example, ask Copilot to highlight the top 3 values in a column, and it will apply conditional formatting. Learn more. + ### Microsoft Teams + - **Copilot available in a channel post conversation** [Windows, Web, Android, iOS, Mac] + Copilot can summarize and support Q&A on a channel post conversation, assisting you directly in your channel conversations. + - **Copilot to summarize and answer Q&A in Teams Chat** [Windows, Web, Android, iOS, Mac] + Copilot helps you catch up on conversations by providing summaries and answering questions in Teams chats. + - **Use Copilot in meetings, 1:1 and group calls** [Windows, Web, Android, iOS, Mac] + Get summaries, action items, and more after meetings and calls through Copilot in the side panel. + ### OneNote + - **Access powerful AI tools in the new OneNote pane** [Windows] + Use the new pane to summarize key points, extract insights and to-do lists, generate ideas, and rewrite your text for improved clarity and tone. Learn more. + ### Outlook + - **Draft emails with Copilot in new Outlook** [Windows, Web, Mac] + Use Copilot to draft new emails from prompts, adjust length and tone, and even select parts of an email and use Copilot to rewrite those specific sections effortlessly. Learn more. + - **Meeting Recap in Calendar** [Windows, Web] + After a meeting ends, open the event from your calendar in the new Outlook to view the meeting summary, mentions, tasks, and more, helping you catch up and collaborate asynchronously. + - **Summarize email threads in Classic Outlook for Windows** [Windows] + Summarize email conversations, extract key points, and receive recommended actions, enhancing your productivity. Learn more. + ### PowerPoint + - **Automatically add an agenda slide to your presentation** [Windows, Web, iOS, Mac] + Generate and insert an agenda slide based on your existing content, helping you prepare your audience for what's ahead. + - **Convert Word documents into presentations** [Windows, iOS, Mac] + Transform your Word documents into fully designed PowerPoint presentations, simplifying the creation process. Learn more. + - **Create a presentation from a simple prompt** [Windows, Web, iOS, Mac] + Provide a prompt and Copilot will help you generate a presentation, saving you time and effort Learn more. + - **Create presentations using your organization's templates** [Windows, Web, iOS, Mac] + Generate presentations that utilize your company's templates, ensuring consistency and alignment with your brand. Learn more. + - **Edit your presentation in Copilot chat** [Windows, Web, iOS, Mac] + Add slides, add animations, or organize your presentation in Copilot chat, streamlining your editing process. Learn more. + - **Get answers about your presentation** [Windows, Web, iOS, Mac] + Ask questions about your existing PowerPoint presentation to quickly retrieve information and insights. + - **Organize your presentation's flow easily** [Windows, Web, iOS, Mac] + Structure your slides, add sections, and insert an agenda slide to improve the overall flow of your presentation. Learn more. + - **Summarize your presentation and identify key points** [Windows, Web, iOS, Mac] + Generate summaries, highlight key slides, and identify action items from your presentation, making it easier to review and share essential information. Learn more. + ### Whiteboard + - **Generate ideas effortlessly** [Windows, Web, Android, iOS] + Brainstorm by generating short text ideas, fueling your creativity during collaborative sessions. + - **Organize your ideas into themes** [Windows, Web, Android, iOS] + Categorize and group your ideas into themes, helping you visualize and structure your brainstorming sessions. + - **Summarize your Whiteboard sessions** [Windows, Web, Android, iOS] + Create summaries of your Whiteboard content, capturing key points from your collaborative work. + ### Word + - **Apply highest sensitivity label to generated content** [Windows, Web, iOS, Mac] + Ensure your documents maintain appropriate confidentiality levels as labels are automatically updated when referencing files with higher sensitivity. + - **Draft with Copilot** [Windows, Web, iOS, Mac] + Draft new content for your blank or existing documents, helping you write faster and with ease. Learn more. + - **Get answers and enhance content with chat in Word** [Windows, Web, Mac] + Ask specific questions about your document or request additional details to enhance your content, making your writing process more efficient. Learn more. + - **Rewrite with Copilot** [Windows, Web, iOS, Mac] + Get suggestions for how to rewrite any text in your document, enhancing clarity and effectiveness. Learn more. + - **Summarize your document using chat prompts** [Windows, Web, Mac] + Ask via chat to summarize your document, highlighting key points for quick understanding and review. Learn more. + - **Use chat in Word's Viewing mode** [Windows, Mac] + Access chat while in Viewing mode to ask questions about the document's content without switching to Editing mode, improving your reading experience. Learn more. + - **Use voice prompts for assistance** [Windows, Web, Mac] + Use voice to dictate into the Copilot chat prompt field -## [Web](#tab/web) +## [Web](#tab/web) + + +## April 2, 2025 +Updates released between March 20, 2025, and April 2, 2025. +### Copilot Studio +- **Enhanced SharePoint URL support in Copilot Studio** [Web] + + Previously, only SharePoint site URLs could be used as knowledge for Copilot Studio agents. Users can now use SharePoint file, folder, and site URLs, including links from the Share button or browser address bar; once the URLs are added, the agents will be grounded to the content within the URL. Additionally, more granular error messages help with transparency and managing expectations. + Learn more. +- **Public website scoping for agents** [Web] + + Makers can now scope agents' knowledge sources to specific websites, enhancing the precision of web searches. This capability, previously available in custom agents from Microsoft Copilot Studio, is now extended to agents in the Microsoft 365 context. + Learn more. +- **SharePoint knowledge for agents** [Web] + + Makers can now leverage additional data sources, including Dataverse and SharePoint, when building autonomous agents. This expands the variety of use cases for autonomous agents. +- **Use agent builder in Copilot chat** [Web] + + Create custom agents in Copilot chat to streamline repetitive tasks and achieve consistency. Use specific instructions and grounding details to save time, reuse your agents, and enhance team productivity. + Learn more. +### Excel +- **Gain insights with Copilot and Python in Excel on Web** [Web] + + Using everyday language, ask Copilot to perform advanced analytics like machine learning and predictive forecasting, which would usually take hours or require special skills. Copilot writes Python code and inserts it on the grid, providing deeper insights and stunning/ visuals. Available in multiple languages on Excel for the Web. + Learn more. +- **Read aloud for Excel text responses** [Web] + + Users can now use the Read Aloud button on the Copilot response card to have an audio narration of the response, enhancing accessibility and ease of information consumption. +### Microsoft 365 Copilot Chat +- **Ask questions about images with natural language** [Android, iOS, Web] + + Easily gain insights from images by asking natural language questions. Upload images for quick analysis using advanced vision models—helping you make sense of visual data across your apps. +- **Enhance email insights with interactive hovers** [Web] + + Enjoy enriched emails with interactive hovers that reveal contextual details—like sender info, dates, and follow-up prompts—to streamline your daily workflow. +### Microsoft 365 Copilot Studio +- **Collect user feedback in Copilot Studio agent builder** [Web] + + Makers can also now submit feedback—compliments, problems, or suggestions—directly to the product team from inside the Microsoft 365 agent builder. This can be done at any stage of the authoring process, including comments and optional metadata for troubleshooting. This feature allows quick issue reporting without disrupting workflow and enables the product team to address feedback efficiently. + Learn more. +### Microsoft Loop +- **Load existing Copilot pages and create multiple pages** [Web] + + With multipage functionality in Copilot Pages, users can load existing pages and create multiple pages within a single conversation. + Learn more. +- **Recap changes over a longer time** [Web] + + Recap changes in Loop over extended periods, such as the last week or last 30 days, instead of being limited to the current session. This feature helps users share updates more effectively. +### PowerPoint +- **Translate your presentation** [Windows, Web, Mac] + + Produce a translated copy of your entire presentation in about 40 languages while preserving your slide design and structure, making global collaboration effortless. + Learn more. +### Word +- **Simplified prompt experience in chat** [Web] + + The chat experience in Word is now simplified with access to attachments, images, and agents now accessed form a single plus-sign menu. + +## March 19, 2025 +Updates released between March 5, 2025, and March 19, 2025. + +### Copilot Studio + +- **Use generative actions** [Web] + + Replace manual topic triggers with AI-powered orchestration. You can now configure an agent to use generative AI to dynamically select relevant topics or plugin actions, creating more fluid conversations while reducing manual topic configuration. Learn more. + +### Microsoft 365 Admin Center + +- **Manage shared Copilot agents across your organization** [Web] + + Tenant admins can now view, search, and block shared Copilot agents in the Admin Center. Maintain control over agent usage and ensure compliance with organizational policies. + +### Microsoft 365 Copilot Chat + +- **Copilot on Edge Update** [Web] + + Copilot on Edge has been updated and requires users to update their version of Edge to version 134.0.3124.51 or newer to receive the latest functionality. This update includes file upload availability on the web tab as well as a smoother authentication experience via the Edge Work Profile. + +- **Prompt suggestions in Copilot chat** [Windows, Web, Mac] + + Get started in Copilot chat quickly with automatic prompt suggestions that enhance your productivity by providing relevant and context-aware prompts based on your previous interactions. + +### Microsoft 365 Copilot Extensibility + +- **Support for message extension and declarative agents** [Windows, Web] + + Transform legacy plugins into integrated experiences by exposing them as declarative agents—enhance Office apps like Word, Excel, and PowerPoint with message extensions. + +### Microsoft Loop + +- **Track collaborative changes with "who did what and when"** [Web] + + Ask Copilot about recent edits in Loop workspaces to identify contributors, review timeline updates, and maintain clarity during team projects. Example: "Show changes to the onboarding checklist this week." + +### Copilot Prompt Gallery + +- **Share a Copilot prompt with a Teams team** [Windows, Web] + + Easily share custom prompts from the Copilot Prompt Gallery with your Microsoft Teams team. This streamlined sharing makes it simple for team members to discover and make the most of these prompts in their daily workflow. Learn more. + +### SharePoint + +- **Create and share agents** [Web] + + Easily create agents by selecting SharePoint sites or files and share them with your team in SharePoint or Teams to boost collaboration. Learn more. + +- **Use Data Access Governance to analyze tenant permissions** [Web] + + Leverage detailed reports on permissioned user counts and sharing links to identify oversharing risks and make informed governance decisions. Learn more. - ## March 4, 2025 -Updates released between February 19, 2025, and March 4, 2025. + +Updates released between February 20, 2025, and March 4, 2025. + ### Microsoft 365 Copilot Chat + - **Search archived mailboxes in Copilot Chat** [Windows, Web, Android, iOS, Mac] + Leverage Copilot to search emails across both primary and archived mailboxes by appending 'from my archives' or 'also look for emails in my archives' in your prompts to quickly locate key messages. + ### Copilot Studio + - **Add enterprise data with new graph connections** [Web] + Connect your organization’s data seamlessly using pre-configured graph connectors like Stack Overflow, and Salesforce Knowledge. Build smarter agents with semantic search—no custom solution required. Learn more. + ### Microsoft 365 Admin Center + - **Enhanced Copilot admin page with comprehensive tools** [Web] + Navigate a refreshed admin interface featuring Overview, Health, Discover, and Settings—delivering key metrics, insights, and controls to tailor Copilot to your organization’s needs. + - **Simplify Copilot license assignment** [Web] + Use a data-driven license optimizer to identify users who gain the most value from Copilot. Streamline assignments in the admin center for efficient adoption across your organization. + ### PowerPoint + - **Narrative builder creates slides with tables** [Windows, Web, Mac] + Convert grounded content from Word documents into dynamic slides with tables. Enhance your presentations with structured, data-driven visuals effortlessly. + ## February 19, 2025 + Updates released between February 5, 2025, and February 19, 2025. + ### Microsoft 365 Copilot Chat + - **Enhanced entity context card** [Web] + Enjoy smoother motion, improved reliability, and a more intuitive experience with the upgraded entity context card—making it easier to explore contextual details as you work. Learn more. + - **Increased results in Copilot Chat responses** [Web] + Get more comprehensive email and calendar results in Copilot Chat responses to easily summarize messages or track your meetings throughout the day. + ### PowerPoint + - **Create a presentation from a file-based prompt** [Windows, Web, Mac] + Pull key facts and data from a selected file to shape your narrative. Simply provide Copilot with a prompt and quickly build your deck with relevant information. Learn more. + ### Viva Insights + - **Copilot dashboard for usage and retention insights** [Windows, Web, Android, iOS, Mac] + Dive into usage frequency, compare top user groups, and track retention metrics—all in a single, comprehensive dashboard for actionable insights. Learn more. + ### Word + - **Chat with Copilot about selected text** [Windows, Web, Mac] + Highlight text, start a chat with Copilot, and receive responses tailored to what you’ve selected. Get targeted writing assistance and refine your content in real time. + ## February 4, 2025 + Updates released between January 24, 2025, and February 4, 2025. ### Microsoft 365 Copilot App + - **Updates to the Microsoft 365 (Office) app** [Windows, Web, Android, iOS] + The Microsoft 365 Copilot app (formerly Microsoft 365 app) has a new name and icon. Learn more. + ### Microsoft 365 Copilot Chat + - **Access support pages in Copilot Chat** [Windows, Web, Android, iOS, Mac] + View organizational support pages directly within Copilot Chat, for quick help and guidance in your workflow. + - **Accommodate user’s time zones in Copilot** [Windows, Web, Android, iOS] + Copilot now references your local time zone when responding helping to avoid confusion and scheduling errors. + - **Charts, graphs, and data analysis in Copilot for Microsoft 365** [Windows, Web] + Use natural language to create charts, graphs, and data analysis in Copilot Chat work mode. + - **Get more Copilot value with Microsoft 365 Copilot** [Web] + Easily add full Copilot Chat capabilities including grounding conversations in work data and accessing Copilot in your favorite Microsoft 365 apps by purchasing or requesting a Microsoft 365 Copilot license directly in Copilot Chat. Learn more. + ### PowerPoint + - **Use Copilot to rewrite, trim, or formalize text** [Web, Mac] + Transform your presentation text by letting Copilot fix grammar, shorten lengthy content, or adopt a more professional tone—perfect for crafting clear, polished slides. -### Prompt Gallery + +### Copilot Prompt Gallery + - **Share a prompt with a co-worker** [Windows, Web] + Easily create, save, and share your favorite prompts using Copilot Prompt Gallery, inspiring your co-workers to achieve more with Copilot. Learn more. + ### SharePoint + - **Restricted Content Discovery** [Web] + Prevent specific SharePoint sites from being discoverable in tenant-wide search and Copilot. Learn more. + ### Word + - **Reference data from the Microsoft cloud when drafting with Copilot in Word** [Windows, Web, Mac] + Draft with Copilot now supports attaching rich content from the Microsoft cloud—including emails and meetings—resulting in more contextually relevant content. Learn more. + - **Reference plain text files in Copilot** [Windows, Web, Mac] + Add .txt files as sources with Copilot in Word, streamlining your process when working with text-based research or background content. + ## January 23, 2025 + Updates released between January 8, 2025, and January 23, 2025. ### Forms + - **Smart reminders with Copilot in Forms** [Web] + Copilot in Forms now offers smart reminders to help you monitor response progress and get more engagement with your forms, delivered right to your email inbox. Learn more. + ### Microsoft 365 Copilot Chat + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS] + Microsoft 365 Copilot Chat—free, secure AI chat powered by GPT-4o with agents accessible right in chat, and IT controls including enterprise data protection and agent management. Copilot Chat serves as a powerful new on-ramp for everyone in your organization to build an AI habit. Get started with Copilot Chat with the updated Microsoft 365 Copilot app (formerly Microsoft 365 app). Learn more. + - **Updated meeting entity card in Copilot Chat** [Windows, Web] + Check meeting details like RSVP status, date, and attachments without switching contexts in Copilot Chat. + ### PowerPoint + - **Generate summaries for longer presentations** [Windows, Web, Mac] + Copilot now supports text summaries up to 40k words (around 150 slides), giving you richer information and more polished layouts. Learn more. + ### SharePoint + - **Copilot in SharePoint** [Web] + Copilot in SharePoint combines the power of Large Language Models (LLMs), your data in the Microsoft Graph, and best practices to create engaging web content. Get assistance drafting your content when creating new pages. Adjust the tone, expand meeting bullets into structured text, or get help making your message more concise. All within our existing commitments to data security and privacy in the enterprise. Learn more. + ### Viva Amplify + - **Microsoft 365 Copilot in Viva Amplify editor** [Web] + The superpowers of Microsoft 365 Copilot integrates seamlessly into Viva Amplify, transforming content creation. Use Copilot in Amplify to auto-rewrite for suggestions, expand or condense text, and adjust tone for consistent, relevant messaging. Learn more. + ### Viva Insights + - **Copilot dashboard access can be granted using Entra groups** [Web] + Global admins can now grant Microsoft Copilot Dashboard access using Microsoft Entra ID (AAD) Groups, reducing the manual effort needed for management. Learn more. + ### Word + - **Listen to Copilot's responses with Read Aloud** [Windows, Web, Mac] + Hear Copilot’s replies in the chat pane, letting you stay hands-free while reviewing your content. + ## January 7, 2025 -### Microsoft 365 admin center + +Updates released between December 18, 2024, and January 7, 2025. +### Microsoft 365 Admin Center + - **Track usage of Microsoft 365 Copilot Chat** [Web] + Filter data by date range, review Microsoft Copilot usage by app entry point, and use these insights plan adoption strategies more confidently. Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Include Code Interpreter in agents** [Windows, Web] + Enhance your agents by including Code Interpreter for advanced data analysis tasks in agent builder. Learn more. + ### Outlook + - **Schedule meetings with Copilot chat in Outlook** [Windows, Web] + Save time and streamline your day by asking Copilot to schedule meetings for you in Outlook. Whether it's a 1:1 or focus time, Copilot will find the best available time slots with ease. Learn more. + ### Viva Amplify + - **Copilot in Viva Amplify editor** [Web] + Experience the power of Copilot right in your Amplify editing workflow. You can quickly auto-rewrite sections of your text, expand or condense content to match your preferred length, and seamlessly adjust the tone—casual, engaging, or professional—to suit your audience. Learn more. + ### Viva Insights + - **New metrics for enterprise data-protected prompts** [Windows, Web, Android, iOS, Mac] + Gain visibility into prompts submitted through Microsoft 365 Copilot Chat (web) and enterprise data-protected Copilot scenarios. Learn more. + ### Viva Learning + - **Copilot Academy support for external content** [Web] + Enhance your learning experience with a wider range of external content in Copilot Academy, including links to Copilot Prompt Gallery. Learn more. + ## December 17, 2024 + ### Microsoft 365 Copilot + - **Microsoft 365 Copilot GCC general availability** [Windows, Web] + Your AI assistant for work in the GCC (Government Community Cloud) environment. It combines the power of large language models (LLMs) with your work content and context, to help you draft and rewrite, summarize and organize, catch up on what you missed, and get answers to questions via prompts. Learn more. + +### Microsoft 365 Admin Center + +- **Copilot usage report for Business Chat** [Web] + + Monitor usage data for Copilot Business Chat (web and work) directly in the admin center to support adoption and strategic planning. + ### Microsoft Purview -- **eDiscovery - Generate keyword query language from natural language prompt in eDiscovery with Copilot for Security** [Web] + +- **Generate keyword query language from natural language prompt in eDiscovery with Copilot for Security** [Web] + Copilot for Security is embedded in eDiscovery to enable users to provide a search prompt in natural language and will translate into keyword query language to help expedite the start of an eDiscovery search. Learn more. + ### PowerPoint + - **Ask Copilot about visuals while in PowerPoint** [Windows, Web] + Now you can add an image to your chat with Copilot. You can ask questions about the image, extract text, get a description of a chart, translate information, or generate alt text. This helps you stay in the flow of work while getting necessary information to continue working on your document. + +### Viva Pulse + +- **Templates for Copilot readiness, adoption and impact** [Windows, Web, Android, iOS, Mac] + + Use new templates to measure employee sentiment and assess your organization's Copilot adoption—all within your Viva Pulse subscription. + ### Word + - **Ask Copilot about visuals while in Word** [Windows, Web] + Now you can add an image to your chat with Copilot. You can ask questions about the image, extract text, get a description of a chart, translate information, or generate alt text. This helps you stay in the flow of work while getting necessary information to continue working on your document. + ## November, 2024 + ### Microsoft 365 Copilot Chat + - **Admin control over Copilot web search access** [Web] + Administrators can now manage user access to web search within Copilot using policies in config.office.com. This provides better control over how users interact with web content through Copilot. Learn more. + - **Focus Copilot responses on specific emails in Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS, Mac] + Narrow down Copilot responses by specifying a particular email folder, sub-folder, or subject line. Get more precise assistance by directing Copilot to the emails that matter most to you. + - **Jumpstart with prebuilt prompts in Microsoft 365 Copilot Chat** [Web] + Quickly get started in Microsoft 365 Copilot Chat by exploring and using prebuilt prompts designed to help you maximize productivity from the get-go. + - **Save and reuse your favorite prompts in Copilot** [Windows, Web] + Easily save your most-used prompts in Microsoft 365 Copilot Chat and Copilot Prompt Gallery website, keeping them at your fingertips for quicker interactions. Learn more. + - **Share your feedback with in-chat rating in Copilot** [Windows, Web] + Easily rate your experience with Copilot's web-grounded chat on a 1-5 scale. Your feedback helps us improve Copilot to better meet your needs. + - **Use web-grounded Copilot chat in Teams and Outlook** [Windows, Web] + Enhance your Copilot chat in Teams and Outlook with the latest information from the web. Get up-to-date answers and insights directly within your conversations. + - **View web queries used by Copilot for greater transparency** [Web] + See the exact web queries Copilot sends in response to your prompts, along with the list of websites queried, enhancing your awareness and control over the information process. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Admin Center + +- **AI administrator role** [Web] + + Empower designated admins to manage Copilot securely with the new AI administrator role—providing control without full Global admin permissions. + +### Microsoft 365 Copilot Extensibility + - **Add image generation to agents** [Windows, Web] + Enhance your agents by including image generation capabilities in agent builder Learn more. + - **Create agents in Microsoft 365 Copilot via agent builder** [Windows, Web] + Use agent builder to create agents that contain specific instructions and knowledge, such as SharePoint files, to suit your needs. Learn more. + +### Microsoft Loop + +- **Reference documents within loop copilot prompts** [Web] + + Enhance your Loop experience by linking directly to Word, Excel, or PowerPoint files—just add a command to summarize or extract key points from your documents. + +### PowerPoint + +- **Build a narrative with file-based topics** [Windows, Web, Mac] + + Create compelling presentations by integrating topic suggestions linked to your documents—whether Word files, PDFs, or encrypted docs—for a well-grounded narrative. + ### SharePoint + - **Control site creation permissions with Restricted Site Creation** [Web] + Administrators can now manage who can create different types of SharePoint sites. Configure specific user groups with permissions to create Team sites, Communication sites, or all sites, enhancing governance and control. Learn more. + - **Manage inactive sites with new lifecycle policies** [Web] + SharePoint administrators can now set up policies to detect inactive sites, notify site owners, and automatically archive or set sites to read-only if no action is taken. This helps in managing unused content and optimizing resources. Learn more. + - **Site Access Review for scalable governance** [Web] + SharePoint administrators can now request site owners to review permissions directly from Data Access Governance reports. This helps in identifying and correcting potential oversharing, enhancing security and compliance. Learn more. + - **Use Data Access Governance to analyze permissions and prevent Oversharing** [Web] + As a SharePoint admin, you can now leverage Data Access Governance (DAG) to understand your tenant's permission landscape. Generate reports that highlight sites with permissioned users exceeding your specified number to identify potential oversharing. Learn more. + +### Viva Glint + +- **Summarize survey comments for key insights** [Web] + + Quickly uncover top issues and potential solutions from employee feedback by asking natural language questions—empowering leaders to act on valuable insights. + ### Word + - **Reference larger files and write longer prompts with Copilot** [Windows, Web, Mac] + Create more detailed drafts by writing prompts over 2,000 characters and referencing files totaling up to 75,000 words. Learn more. + ## October, 2024 + ### Microsoft 365 Copilot Chat + - **Access local files in Microsoft 365 Copilot Chat** [Web] + Upload and reference your local files directly within Copilot Chat prompts by using the Local Files button or typing '/', making your interactions more informed and efficient. Learn more. + - **Get contextual summaries in Edge sidebar with Microsoft 365 Copilot Chat** [Web] + Receive instant contextual summaries directly in the Edge Sidebar while using Microsoft 365 Copilot Chat, helping you quickly grasp information without leaving your browsing experience. + - **Solve complex tasks in Copilot chat** [Web] + Use Copilot to solve complex math problems, analyze data, generate visualizations, and more in Copilot chat. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 12 additional languages across all features: Bulgarian, Croatian, Estonian, Greek, Indonesian, Latvian, Lithuanian, Romanian, Serbian (Latin), Slovak, Slovenian, and Vietnamese. Microsoft 365 Copilot also improved the handling of language variants: Dutch (Belgium), German (Switzerland), English (UK), Spanish (Mexico), and French (Canada). Learn more. -### Microsoft 365 Copilot extensibility + +### Microsoft 365 Copilot Extensibility + - **Create agents in Copilot with instructions and knowledge sources** [Windows, Web] + Users can build Copilot agents that include specific instructions and knowledge, such as SharePoint files, directly from Copilot Chat using Copilot Studio Agent Builder. Learn more. + - **Customize your agent list in Copilot across apps** [Windows, Web] + Reorder or remove agents from your agent list, with updates based on your most recently used agents and admin-installed agents, available in Copilot Chat, Microsoft Teams, and Microsoft 365. + - **Invoke agents with @mentions across apps** [Windows, Web] + Users can now @mention agents to invoke them in-context within Copilot Chat, Word, and PowerPoint, enhancing workflow efficiency. Learn more. + - **Start conversations easily with Agent starter prompts** [Windows, Web] + Select from conversation starter prompts to begin using an agent quickly and effortlessly. Learn more. + ### Outlook + - **Rewrite selected text in emails using Copilot** [Windows, Web, Android, iOS, Mac] + Select specific parts of your drafted email and ask Copilot in new Outlook to rewrite it or provide more information to rewrite it. Provide detailed instructions or adjust the tone and length to suit your needs. + ### Word + - **Get started on a draft immediately with example prompts** [Web] + On blank documents, Copilot in Word offers one-click example prompts to help you get started quickly. + ## September, 2024 + ### Microsoft 365 Copilot Chat + - **Convert Microsoft 365 Copilot Chat conversations into shareable pages** [Web] + Transform Microsoft 365 Copilot Chat Copilot responses in work mode into editable and shareable pages, so you can easily access and distribute important information. + - **Generate images in Microsoft 365 Copilot Chat** [Web] + Create custom images directly within Microsoft 365 Copilot Chat. Using natural language, ask Copilot to generate images. Learn more. + - **Get started quicker with grounded prompts** [Windows, Web] + Copilot Chat prompt suggestions now include relevant files, people, and meetings to help you get started with grounded prompts. Clicking the prompt card will add the prompt text and related file into the input box where you can select a different file, person, or meeting to fit your needs. + ### Excel + - **Access Copilot from the cell context menu** [Windows, Web] + Easily launch Copilot in Excel directly from the cell context menu, streamlining your workflow. Learn more. + - **Copilot in Excel is generally available** [Windows, Web, iOS, Mac] + Copilot in Excel, now no longer in Preview but Generally Available, works alongside you to analyze and explore your data, answering questions in natural language and revealing insights without the need for complex formulas. Learn more. -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Identify suggested candidates for Copilot licensing** [Web] + Improve license assignment decisions and maximize Microsoft 365 Copilot adoption. In the Microsoft 365 Copilot usage report readiness section, a new "Suggested Candidates" column helps you assign licenses to users who are most likely to get the most value for Microsoft 365 Copilot, based on factors such as usage of relevant Microsoft 365 apps. Learn more. ### Microsoft 365 Copilot + - **AI-generated Images with Copilot and Microsoft Designer** [Windows, Web, Mac] + Microsoft Designer integration in Copilot chat allows you to generate that perfect image, providing limitless creativity and bringing your presentations to life. Learn more. + - **Insert brand-approved images from SharePoint using Copilot** [Windows, Web] + Keep your documents and presentations on brand by adding company-approved images directly from your SharePoint organization asset library through Copilot. Learn more. + ### OneDrive + - **Copilot in OneDrive** [Web] + Copilot in OneDrive, available on the web, allows you to ask questions and extract information from your files. Get summaries and insights from Word, PDF, PowerPoint, Excel, and text files. Learn more. + ### Outlook + - **Instantly apply coaching suggestions from Copilot to your emails** [Web, Android, iOS, Mac] + Improve your email writing with Coaching by Copilot in new Outlook. Request a full rewrite based on Copilot's feedback or apply the suggestions with a single click. Learn more. + ### PowerPoint + - **Create presentations with new slide types using Copilot** [Web, Mac] + When creating a presentation with Copilot, you'll now see agenda, section, and conclusion slides, giving your presentations better structure. + - **Improved template support with Copilot** [Windows, Web, Mac] + Update your templates to PowerPoint's best practices, and Copilot will generate beautiful, on-brand slides every time you create a presentation. Learn more. + ### Viva Glint + - **View Glint and Pulse survey results in Viva Insights Copilot Dashboard** [Web] + Leaders and adoption specialists can now initiate Copilot impact surveys and view the results from Viva Glint or Viva Pulse directly within the Viva Insights Copilot Dashboard. Understand the ROI of deploying Copilot and AI tools in your organization. Learn more. + ### Viva Learning + - **Providing Copilot Academy access to all Microsoft 365 Copilot users** [Web] + Microsoft Copilot Academy is now available for all users with a Microsoft 365 Copilot license or any Viva Learning license (premium, suite, or the Microsoft 365-included version). Learn more. + ### Word + - **Easily write a prompt or choose quick actions from the Copilot icon in your Word doc** [Web] + The Copilot icon in your document margin now lets you easily write a prompt or choose quick actions, making AI assistance more accessible. + - **Reference up to 10 Items when drafting with Copilot** [Web, iOS] + Expand your drafting capabilities by referencing up to 10 items—such as files, emails, and meetings—when using Copilot in Word. Learn more. + ## August, 2024 + ### Copilot Prompt Gallery + - **Try prompts directly from the Copilot Prompt Gallery website** [Windows, Web] + Quickly launch suggested prompts from the Copilot Prompt Gallery website in Microsoft 365 Copilot Chat by clicking the "Try in" button on the prompt card. + ### Excel + - **Custom chart and PivotTable creation** [Windows, Web, iOS, Mac] + You can now ask Copilot for more specific charts and PivotTables, including specifying the X and Y axes. Customize your data presentations more precisely. + - **Formula data summaries from columns** [Windows, Web, iOS, Mac] + Add a single formula to summarize column data into one cell. This feature allows you to calculate data across columns and return a single result, simplifying data analysis. + - **Suggest conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Ask Copilot to suggest conditional formatting for your data. Receive a list of prompts that might highlight key insights in your data. + - **Summarize text columns with Copilot** [Windows, Web, iOS, Mac] + Copilot can analyze columns of text to provide summaries, such as identifying main themes in survey responses. Understand your text data more effectively. + ### Forms + - **Copilot helps students understand quiz solutions** [Web] + After submitting quizzes, students can now receive Copilot-assisted explanations for correct and incorrect answers. This feature aids learning by providing detailed solution steps. + ### Outlook + - **Schedule meetings from an email with Copilot in new Outlook** [Windows, Web] + Quickly shift from an email thread to a meeting invite by clicking "Schedule with Copilot." Copilot summarizes the conversation, drafts an agenda, and includes key context automatically. + ### PowerPoint + - **Build your story with Narrative Builder** [Windows, Web, iOS, Mac] + Copilot helps you form your narrative and turns it into a fully designed presentation, streamlining the creative process. + - **Custom slideshow of key slides** [Web] + Ask Copilot to show key slides, and you'll have one-click access to play a custom presentation of the most important slides. + - **Improved presentation summary richness** [Windows, Web, iOS, Mac] + Copilot now leverages the latest GPT models to provide richer summaries when generating presentations, enhancing the quality of your content. + ### Viva Insights + - **Analyze Copilot impact over time** [Windows, Web, Android, iOS, Mac] + View trendlines of key productivity metrics over 6 months and estimate the financial value of Copilot-assisted hours. Learn more. + ## July, 2024 + ### Microsoft 365 Copilot Chat + - **Access cloud files via Context IQ in Microsoft 365 Copilot Chat** [Web] + Easily include relevant documents in your chats with Context IQ suggestions. Now access "Browse Cloud Files" from the "Attach Cloud Files" button. Learn more. + ### Excel + - **Advanced conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Copilot now supports complex conditional formatting, such as highlighting rows based on multiple criteria. Enhance your data visualization with more formulaic formatting options. + - **Improved data insights in Copilot** [Windows, Web, iOS, Mac] + Copilot is now better at answering questions about data insights like trends and correlations. Get more meaningful analysis to make informed decisions. + - **Preview and apply changes suggested by Copilot** [Windows, Web, iOS, Mac] + Before Copilot makes changes to your Excel data, you'll now receive a description and an "Apply" button. This gives you more control over your data and allows for refinements before applying changes. + - **Preview conditional formatting rules** [Windows, Web, iOS, Mac] + When setting a conditional formatting rule, Copilot's response will include a preview of the style and an explanation of the formula. This helps you understand and apply formatting more confidently. + - **Support for data ranges resembling tables** [Windows, Web, iOS, Mac] + Copilot can now reason over data ranges with a single row of headers, even if they aren't formatted as formal tables. This makes data analysis more flexible. -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Gain visibility into Microsoft 365 Copilot Chat usage** [Web] + Access usage metrics for Microsoft 365 Copilot Chat to inform your adoption strategies. Learn more. + ### Microsoft Loop + - **Copilot-Assisted Loop Page Creation** [Web] + Collaborate with Copilot to create structured Loop pages quickly. Start from scratch or modify existing pages or templates with AI assistance for efficient teamwork. + ### PowerPoint + - **Create presentations from encrypted Word documents** [Windows, Web, iOS, Mac] + Copilot for PowerPoint can now create presentations using Word documents that have a protected sensitivity label, expanding your content creation options securely. + - **Easier access to Copilot in PowerPoint** [Windows, Web, iOS, Mac] + Access Copilot in PowerPoint more easily with new on-canvas entry points. Start enhancing your presentations with AI assistance in fewer clicks. + ### Viva Engage + - **Viva Engage Copilot Adoption Community** [Web] + Kickstart your Copilot adoption journey with a templatized community in Viva Engage. Get setup checklists, suggested content, suggested members, and top Q&A to engage your employees effectively. Learn more. + ### Viva Insights + - **Microsoft Copilot Dashboard powered by Viva Insights** [Windows, Web, Android, iOS, Mac] + The Microsoft Copilot Dashboard available to all Microsoft 365 Copilot customers at no extra cost. Access it via the Viva Insights app to monitor Copilot adoption and impact. Learn more. + ### Word + - **Summarize longer documents in chat** [Windows, Web, iOS, Mac] + Copilot in Word can now summarize longer documents, with the upper limit increased to about four times more words (approx. 80k words). Get comprehensive overviews of lengthy content. + ## June, 2024 + ### Excel + - **Copilot works on any selection in Excel** [Windows, Web, iOS, Mac] + Copilot now enables the edit box on any worksheet, regardless of selection. It intelligently finds the nearest table or data range for your analysis queries, making data manipulation more flexible. + - **Excel Copilot Chat Helper for Your Data Queries** [Web] + Get conversational Excel-specific answers to your Excel-related questions with the Copilot chat helper. + ### Forms + - **Copilot helps you draft quizzes and answers** [Web] + Teachers and staff can use Copilot in Forms to generate quizzes, including correct answers. Now they can focus more on helping students engage with assessments, icebreakers, and trivia, and less on writing and programming. + - **Gather more responses with Copilot suggestions** [Web] + Copilot in Forms now suggests the best distribution channels and settings when sending out forms or quizzes. Reach your audience more effectively and increase engagement. + ### PowerPoint + - **Copilot adds transitions and animations automatically** [Windows, Web, iOS, Mac] + When creating presentations from prompts or files, Copilot will now automatically add transitions and animations. This enhancement brings your slides to life without extra effort. + - **Create presentations from PDF files with Copilot** [Windows, Web, iOS] + You can now generate PowerPoint presentations directly from PDF files using Copilot. This feature simplifies the process of turning documents into engaging presentations. + - **Improved content when creating presentations from prompts** [Windows, Web, iOS, Mac] + Experience increased depth and richness of content when you create a presentation from a prompt. Copilot now provides better formatting and more detailed slides to enhance your presentations. + ### Viva Amplify + - **Copilot deployment kit now in Viva Amplify** [Web] + Prepare and launch Copilot in your organization effortlessly using the new deployment kit in Viva Amplify. Access pre-written and formatted publications to educate users on Copilot features and develop their AI skills, ensuring a smooth rollout. Learn more. + ### Word + - **Find the perfect visual with Copilot + Designer in Word** [Windows, Web, Mac] + Enhance your documents with AI-generated images using the new integration of Microsoft Designer in Copilot Chat. Also search for stock images and brand assets to bring your content to life seamlessly. + ## May, 2024 + ### Microsoft 365 Copilot Chat + - **Grounding suggestions when pasting cloud file URLs in Microsoft 365 Copilot Chat** [Web] + When you paste file URLs as references in your prompts, Microsoft 365 Copilot Chat now informs you about inline referencing via Context IQ. Access Context IQ in chat using "/" or the "Attach Clip" option to enhance your interactions. + - **Proactive file suggestions for enhanced grounding in Microsoft 365 Copilot Chat** [Web] + Microsoft 365 Copilot Chat now proactively informs you about grounding opportunities when typing prompts. Highlighted text and file data source insertions help you create more effective and context-rich prompts. + ### Copilot Prompt Gallery + - **Explore curated prompt collections for various roles and industries in Copilot Prompt Gallery** [Windows, Web] + Discover and filter through a curated collection of Microsoft-authored prompts tailored for Marketing, HR, Finance, Retail, and Manufacturing roles. These prompts help you get the most out of Copilot with prompts tailored to your role or industry. + ### Microsoft Loop + - **Use Copilot in Loop components across Teams and Outlook** [Web] + People with a Copilot license can now leverage Copilot in Loop when they paste Loop components into Teams, Outlook, and Meeting Notes. + ### Outlook + - **Microsoft 365 Copilot Chat available in new Outlook for Windows and web** [Windows, Web, Android, iOS] + Access the power of Microsoft 365 Copilot Chat directly within Outlook on the web and the new Outlook for Windows. Access Microsoft 365 Copilot Chat through the left app bar. + ### SharePoint + - **Introducing Restricted SharePoint Search for Copilot** [Web] + Administrators can now enable Restricted SharePoint Search to disable organization-wide search and select up to 100 specific SharePoint sites accessible in search and Copilot experiences. Users will still interact with their OneDrive content in Copilot, balancing accessibility and security. + ### Word + - **Use Copilot to enhance pasted text in Word** [Web] + Copilot in Word now offers more options when you paste text. Reword content, transform it into tables or lists, and more, making it easier to format and organize your documents efficiently. + - **Use Draft with Copilot in Word based on text, list, or table selection** [Web] + Use Draft with Copilot in Word with the on-canvas Copilot menu when a user selects text, a list, or a table, which generates new content from Copilot and provides a richer, more interactive experience. + ## April, 2024 + ### Microsoft 365 Copilot Chat + - **Use file links to reference files in your prompts** [Windows, Web] + Easily refer to files in your Copilot Chat prompts by pasting their URL links, streamlining your workflow and saving time. + ### Excel + - **Create Formula Columns Using Data from Multiple Tables** [Windows, Web, iOS, Mac] + Support for functions like XLOOKUP and SUMIF allows you to create formula columns that utilize data across multiple tables. + - **Generate multiple formula columns with a single prompt** [Windows, Web, iOS, Mac] + Use Copilot in Excel to create several formula-based columns at once. For example, ask Copilot to split a full name into first and last name columns, and watch it generate both formulas in one go. + ### Forms + - **Copilot helps you rewrite and extend your forms** [Web] + Beyond drafting from scratch, Copilot in Forms can now assist you in rewriting titles, descriptions, or questions, and adding more content to your surveys. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 17 additional languages across all features: Arabic, Chinese (Traditional), Czech, Danish, Dutch, Finnish, Hebrew, Hungarian, Korean, Norwegian (Bokmal), Polish, Portuguese (Portugal), Russian, Swedish, Thai, Turkish, and Ukrainian. Learn more. + - **Microsoft 365 Copilot Data Residency Commitments** [Web] + We have added new commitments covering stored content of interactions with Microsoft 365 Copilot to existing data residency commitments, enhancing data compliance. + ### Microsoft Loop + - **Access Copilot in Loop easily from the right side of the page** [Web] + We have added an entry point on the right side of the page to make Loop Copilot's Draft and Rewrite capabilities more accessible. + ### Microsoft Stream + - **Quickly summarize videos with Copilot in Stream** [Web] + Copilot in Stream uses AI to help you get insights from videos, allowing you to summarize content or ask in-depth questions efficiently. Learn more. + ### OneDrive + - **Share Word documents with AI-generated summaries** [Web] + Users can now include an AI-generated summary when sharing Word documents, helping recipients understand content quickly and collaborate efficiently. + ### Outlook + - **Control the 'Summary by Copilot' banner in new Outlook** [Web] + You can now choose to show or hide the 'Summary by Copilot' banner in your emails for a personalized experience. + - **Copilot chat now available in new Outlook** [Windows, Web] + Access Copilot chat within Outlook to type and receive responses while managing your emails, all in a convenient side panel. + ### SharePoint + - **Advanced tenant rename in SharePoint Advanced Management** [Web] + Change your SharePoint domain with greater control, including prioritizing up to 4,000 sites for early execution and supporting tenants with up to 100,000 sites. Learn more. + - **Restricted Access Control** [Web] + Control permissions of sensitive data by restricting SharePoint sites and OneDrive's access to specific users and their corresponding Copilot. Learn more. + ### Viva Engage + - **Copilot in Viva Engage enhances communication and connection** [Web] + Copilot in Viva Engage helps you catch up on what's happening in your network and write engaging communications that support your goals. + ### Whiteboard + - **Discover Whiteboard Copilot with First Run Experience** [Windows, Web] + First-time users will be guided to discover and leverage the power of Whiteboard Copilot features through an interactive introduction. + ### Word + - **Bing search integration brings the power of the web to your chats in Word** [Windows, Web] + Ask Copilot a question in Word chat, and Copilot generates an answer using the power of integrated Bing search. And you never have to leave the app. + - **Bring the latest from your organization into your Word chats with Microsoft Copilot Graph-grounded search.** [Windows, Web] + Bring the latest from your organization into your Word chats with Microsoft Graph-grounded search, enhancing the power of Copilot. + - **Draft with Copilot supports referencing files encrypted with sensitivity labels** [Windows, Web, Mac] + Draft with Copilot now allows you to reference files encrypted with sensitivity labels, ensuring secure document creation. + - **Fine-tune rewrite responses in Copilot in Word** [Web] + Customize the output from Copilot's Rewrite feature by specifying how the text should change to better suit your needs. + - **Use a url to reference supported files in Copilot in Word** [Web] + Users can copy-paste a link of a supported file into the Draft with Copilot UI as a reference, instead of searching for it in the file reference menu. + ## March, 2024 + ### Microsoft 365 Copilot Chat + - **Rich entity representations in Copilot responses** [Windows, Web, Android, iOS, Mac] + Copilot now provides richer representations of entities like people, events, and files within responses, enhancing context and usability. + ### Excel + - **Speak to Copilot in Excel with new input methods** [Windows, Web, iOS, Mac] + You can now use your microphone to send prompts to Copilot in Excel, and explore the Prompt Guide for customized suggestions. -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Send Copilot welcome emails when assigning licenses to users** [Web] + Help users get started with Copilot faster. When assigning Microsoft 365 Copilot licenses, you can now send users a welcome email containing helpful resources and tips to maximize their Copilot experience. + ### Word + - **Share Word documents with AI summaries** [Web] + Include an AI-generated document summary when sharing Word documents. Recipients get a rich preview, aiding quicker understanding and collaboration. + ## February, 2024 + ### Forms + - **Create and customize Forms quickly with Copilot** [Web] + Use natural language to describe the form you need, and Copilot will generate it for you. Copilot can also help you customize your form with a theme or apply response settings, to help drive engagement from your audience. + ## January, 2024 + ### Excel + - **Enjoy conversational Copilot in Excel** [Windows, Web, iOS, Mac] + Copilot in Excel now remembers the context of your chats, allowing for follow-up questions and clarifications for a smoother experience. + ### Microsoft Purview + - **Communication Compliance-Detect Microsoft 365 Copilot interactions template** [Web] + Communication Compliance is introducing a new template dedicated to analyzing all Microsoft 365 Copilot prompts and responses, to help ensure content prohibited by customers' policies, such as harassing or threatening language, isn't being used Microsoft 365 interfaces. This scales Communication Compliance's reach, consistent with Microsoft 365's expanding interfaces. In addition, administrators are also able to select Copilot chats as a checked location in the policy creation wizard for any new or existing policies. This empowers administrators to fine-tune their management strategy precisely to their organization's needs, with a focus on user privacy protection. Whether it's setting specific conditions or deploying trainable classifiers, this feature provides flexibility and adaptability in compliance management, ensuring your organization's communications remain secure, compliant, and respectful of user privacy. + ## December, 2023 -### Microsoft 365 admin center + +### Microsoft 365 Admin Center + - **Track Copilot readiness and usage across Microsoft 365** [Web] + Easily assess your organization's technical eligibility, license assignment, and active usage of Microsoft 365 Copilot. Understand which apps drive engagement, monitor trends over time, and use these insights to guide licensing and adoption strategy decisions. Learn more. + ## November, 2023 + ### Microsoft 365 Copilot Chat + - **Access Microsoft 365 Copilot Chat on Microsoft365.com** [Windows, Web] + Use Microsoft 365 Copilot Chat directly from microsoft365.com/chat, providing a unified experience across platforms. Learn more. + - **Insert entities into prompts in Microsoft 365 Copilot Chat** [Windows, Web] + Use '/' to add entities in prompts submitted to Copilot, focusing responses on the most relevant information. Learn more. + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Mac] + Your single destination to take on any task, combining AI power with your work content to draft content, catch up, and get answers. Learn more. + ### Excel + - **Add formula columns with Copilot** [Windows, Web, iOS, Mac] + Copilot provides formula suggestions with explanations, helping you create new columns based on your data. Learn more. + - **Generate data insights with Copilot** [Windows, Web, iOS, Mac] + Copilot can suggest insights like summaries, trends, and outliers, returning results as charts or PivotTables to enhance your analysis. Learn more. + - **Use Copilot to highlight, filter, and sort data in Excel tables** [Windows, Web, iOS, Mac] + Transform your data by asking Copilot to format your Excel tables. You can highlight top values, filter specific entries, or sort data. For example, ask Copilot to highlight the top 3 values in a column, and it will apply conditional formatting. Learn more. + ### Microsoft Loop + - **Collaborate with Copilot in Loop** [Web] + Work together with Copilot and your team to create content, generate ideas, and refine results collaboratively. Learn more. + - **Enjoy richer Copilot in Loop outputs with formatting and tables** [Web] + Copilot can now produce results with rich formatting, including headings and tables, for more organized content. + - **Experience visual updates to the Copilot Block** [Web] + The Copilot Block now blends more naturally into your page, with AI interactions happening in the right margin. + - **Generate Page Summaries with Copilot in Loop** [Web] + Insert a 'Page Summary' component to have Copilot summarize the content on your current Loop page. Learn more. + - **Get insights from your current page content** [Web] + Copilot can answer questions based on the content on your current Loop page, providing summaries and analyses. Learn more. + - **Rewrite existing content with Copilot** [Web] + Leverage Copilot to help rewrite, supplement, or gain insights from content that already exists in Loop. Learn more. + - **See when teammates are editing prompts** [Web] + Loop Copilot now indicates when a teammate is actively writing or refining a prompt, enhancing collaboration. Learn more. + - **Summarize and share changes with your team** [Web] + Use the Recap experience to have Copilot generate a summary of your changes and share it with your team. Learn more. + ### Microsoft Purview + - **Microsoft Purview capabilities for Microsoft 365 Copilot** [Web] - Microsoft Purview is launching several capabilities that help with security and compliance of data in Microsoft 365 Copilot. These are capabilities in Information Protection, Data Lifecycle Management, Audit, eDiscovery, and Communication Compliance. + + Microsoft Purview is launching several capabilities that help with security and compliance of data in Microsoft 365 Copilot. These are capabilities in Information Protection, Data Lifecycle Management, Audit, eDiscovery, and Communication Compliance. + ### Microsoft Teams + - **Copilot available in a channel post conversation** [Windows, Web, Android, iOS, Mac] + Copilot can summarize and support Q&A on a channel post conversation, assisting you directly in your channel conversations. + - **Copilot to summarize and answer Q&A in Teams Chat** [Windows, Web, Android, iOS, Mac] + Copilot helps you catch up on conversations by providing summaries and answering questions in Teams chats. + - **Use Copilot in meetings, 1:1 and group calls** [Windows, Web, Android, iOS, Mac] + Get summaries, action items, and more after meetings and calls through Copilot in the side panel. + ### Outlook + - **Draft emails with Copilot in new Outlook** [Windows, Web, Mac] + Use Copilot to draft new emails from prompts, adjust length and tone, and even select parts of an email and use Copilot to rewrite those specific sections effortlessly. Learn more. + - **Get Coaching from Copilot for an email draft in new Outlook** [Web, Android, iOS, Mac] + Copilot combines AI with your Outlook data to help you craft better emails, offering suggestions on tone and message effectiveness. Learn more. + - **Get quick summaries of email threads in new Outlook** [Web] + Receive concise summaries of email conversations, helping you stay informed without reading every message. Learn more. + - **Meeting Recap in Calendar** [Windows, Web] + After a meeting ends, open the event from your calendar in the new Outlook to view the meeting summary, mentions, tasks, and more, helping you catch up and collaborate asynchronously. + ### PowerPoint + - **Automatically add an agenda slide to your presentation** [Windows, Web, iOS, Mac] + Generate and insert an agenda slide based on your existing content, helping you prepare your audience for what's ahead. + - **Create a presentation from a simple prompt** [Windows, Web, iOS, Mac] + Provide a prompt and Copilot will help you generate a presentation, saving you time and effort Learn more. + - **Create presentations using your organization's templates** [Windows, Web, iOS, Mac] + Generate presentations that utilize your company's templates, ensuring consistency and alignment with your brand. Learn more. + - **Edit your presentation in Copilot chat** [Windows, Web, iOS, Mac] + Add slides, add animations, or organize your presentation in Copilot chat, streamlining your editing process. Learn more. + - **Get answers about your presentation** [Windows, Web, iOS, Mac] + Ask questions about your existing PowerPoint presentation to quickly retrieve information and insights. + - **Organize your presentation's flow easily** [Windows, Web, iOS, Mac] + Structure your slides, add sections, and insert an agenda slide to improve the overall flow of your presentation. Learn more. + - **Summarize your presentation and identify key points** [Windows, Web, iOS, Mac] + Generate summaries, highlight key slides, and identify action items from your presentation, making it easier to review and share essential information. Learn more. + ### Whiteboard + - **Generate ideas effortlessly** [Windows, Web, Android, iOS] + Brainstorm by generating short text ideas, fueling your creativity during collaborative sessions. + - **Organize your ideas into themes** [Windows, Web, Android, iOS] + Categorize and group your ideas into themes, helping you visualize and structure your brainstorming sessions. + - **Summarize your Whiteboard sessions** [Windows, Web, Android, iOS] + Create summaries of your Whiteboard content, capturing key points from your collaborative work. + ### Word + - **Apply highest sensitivity label to generated content** [Windows, Web, iOS, Mac] + Ensure your documents maintain appropriate confidentiality levels as labels are automatically updated when referencing files with higher sensitivity. + - **Draft with Copilot** [Windows, Web, iOS, Mac] + Draft new content for your blank or existing documents, helping you write faster and with ease. Learn more. + - **Get answers and enhance content with chat in Word** [Windows, Web, Mac] + Ask specific questions about your document or request additional details to enhance your content, making your writing process more efficient. Learn more. + - **Rewrite with Copilot** [Windows, Web, iOS, Mac] + Get suggestions for how to rewrite any text in your document, enhancing clarity and effectiveness. Learn more. + - **Summarize your document using chat prompts** [Windows, Web, Mac] + Ask via chat to summarize your document, highlighting key points for quick understanding and review. Learn more. + - **Use voice prompts for assistance** [Windows, Web, Mac] + Use voice to dictate into the Copilot chat prompt field + - **Visualize as table** [Web] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. Learn more. ## [Android](#tab/androidos) + +## April 2, 2025 +Updates released between March 20, 2025, and April 2, 2025. +### Microsoft 365 Copilot Chat +- **Ask questions about images with natural language** [Android, iOS, Web] + + Easily gain insights from images by asking natural language questions. Upload images for quick analysis using advanced vision models—helping you make sense of visual data across your apps. + +## March 19, 2025 +Updates released between March 5, 2025, and March 19, 2025. +### Microsoft 365 Copilot App + +- **View, edit and share Copilot Pages on mobile** [Android, iOS] + + Stay productive while on the go—use the Microsoft 365 mobile app to view, edit, or share Copilot-generated pages instantly. Collaborate with colleagues in real time, whether you’re commuting or between meetings. Learn more. + ## March 4, 2025 -Updates released between February 19, 2025, and March 4, 2025. + +Updates released between February 20, 2025, and March 4, 2025. + ### Microsoft 365 Copilot Chat + - **Search archived mailboxes in Copilot Chat** [Windows, Web, Android, iOS, Mac] + Leverage Copilot to search emails across both primary and archived mailboxes by appending 'from my archives' or 'also look for emails in my archives' in your prompts to quickly locate key messages. + ## February 19, 2025 + Updates released between February 5, 2025, and February 19, 2025. + ### Microsoft Teams + - **AI-enabled file summaries on mobile** [Android, iOS] + Summarize Word, PowerPoint, and PDF files on mobile by tapping the summary icon or selecting “Summarize with Copilot” for a quick, digestible overview—even on small screens. + ### Viva Insights + - **Copilot dashboard for usage and retention insights** [Windows, Web, Android, iOS, Mac] + Dive into usage frequency, compare top user groups, and track retention metrics—all in a single, comprehensive dashboard for actionable insights. Learn more. + ## February 4, 2025 + Updates released between January 24, 2025, and February 4, 2025. ### Microsoft 365 Copilot App + - **Updates to the Microsoft 365 (Office) app** [Windows, Web, Android, iOS] + The Microsoft 365 Copilot app (formerly Microsoft 365 app) has a new name and icon. Learn more. + ### Microsoft 365 Copilot Chat + - **Access support pages in Copilot Chat** [Windows, Web, Android, iOS, Mac] + View organizational support pages directly within Copilot Chat, for quick help and guidance in your workflow. + - **Accommodate user’s time zones in Copilot** [Windows, Web, Android, iOS] + Copilot now references your local time zone when responding helping to avoid confusion and scheduling errors. + + ## January 23, 2025 + Updates released between January 8, 2025, and January 23, 2025. ### Microsoft 365 Copilot Chat + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS] + Microsoft 365 Copilot Chat—free, secure AI chat powered by GPT-4o with agents accessible right in chat, and IT controls including enterprise data protection and agent management. Copilot Chat serves as a powerful new on-ramp for everyone in your organization to build an AI habit. Get started with Copilot Chat with the updated Microsoft 365 Copilot app (formerly Microsoft 365 app). Learn more. + ## January 7, 2025 + +Updates released between December 18, 2024, and January 7, 2025. ### Copilot Prompt Gallery + - **Access Copilot Prompt Gallery in Word and PowerPoint mobile apps** [Android, iOS] + Discover and use suggested Copilot prompts in Prompt Gallery within the Word and PowerPoint apps on iOS and Android. Enhance your productivity on the go with helpful AI suggestions. + ### Outlook + - **Switch between Work and Web grounding in Microsoft 365 Copilot Chat** [Android, iOS] + In Outlook mobile apps, you can now toggle between Microsoft 365 Graph (Work) and Web grounding in Microsoft 365 Copilot Chat. Choose the grounding source that best suits your needs for more personalized assistance. + ### Viva Insights + - **New metrics for enterprise data-protected prompts** [Windows, Web, Android, iOS, Mac] + Gain visibility into prompts submitted through Microsoft 365 Copilot Chat (web) and enterprise data-protected Copilot scenarios. Learn more. + +## December 17, 2024 + +### Viva Pulse + +- **Templates for Copilot readiness, adoption and impact** [Windows, Web, Android, iOS, Mac] + + Use new templates to measure employee sentiment and assess your organization's Copilot adoption—all within your Viva Pulse subscription. + ## November, 2024 + ### Microsoft 365 Copilot Chat + - **Focus Copilot responses on specific emails in Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS, Mac] + Narrow down Copilot responses by specifying a particular email folder, sub-folder, or subject line. Get more precise assistance by directing Copilot to the emails that matter most to you. + ### Microsoft Teams + - **Disable Copilot in meetings** [Windows, Android, iOS, Mac] + You can now turn Copilot off in your meeting settings. Copilot, recording, and transcription are disabled for meetings where Copilot is off. Learn more. + ## October, 2024 + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 12 additional languages across all features: Bulgarian, Croatian, Estonian, Greek, Indonesian, Latvian, Lithuanian, Romanian, Serbian (Latin), Slovak, Slovenian, and Vietnamese. Microsoft 365 Copilot also improved the handling of language variants: Dutch (Belgium), German (Switzerland), English (UK), Spanish (Mexico), and French (Canada). Learn more. + ### Microsoft Teams + - **Empower meeting organizers to adjust Copilot availability** [Windows, Android, iOS, Mac] + Admins can now set Copilot in Teams meetings to 'During and After Meeting' and allow meeting organizers to change it. Learn more. + ### Outlook + - **Rewrite selected text in emails using Copilot** [Windows, Web, Android, iOS, Mac] + Select specific parts of your drafted email and ask Copilot in new Outlook to rewrite it or provide more information to rewrite it. Provide detailed instructions or adjust the tone and length to suit your needs. + ## September, 2024 + ### Microsoft 365 Copilot Chat + - **Access Microsoft 365 Copilot Chat work mode in Microsoft 365 app on mobile** [Android, iOS] + Ground your Copilot conversations in your work content with Microsoft 365 Copilot Chat in the Microsoft 365 app. + ### Outlook + - **Instantly apply coaching suggestions from Copilot to your emails** [Web, Android, iOS, Mac] + Improve your email writing with Coaching by Copilot in new Outlook. Request a full rewrite based on Copilot's feedback or apply the suggestions with a single click. Learn more. + ## August, 2024 + ### Copilot Prompt Gallery + - **Copilot Prompt Gallery is now available on iOS and Android** [Android, iOS] + Explore and use suggested prompts in Copilot Prompt Gallery within the Teams app on iOS and Android. Stay productive with ready-made prompts to use on the go. + ### Microsoft Teams + - **Copilot summarizes content over specified time periods** [Windows, Android, iOS, Mac] + Copilot can now identify and summarize information over specific time periods, responding accurately to queries like "yesterday," "last month," or "last year." Learn more. + - **Linked files in Copilot replies** [Windows, Android, iOS, Mac] + We have optimized Copilot in Microsoft Teams to include linked files in Copilot answers for quicker and more reliable retrieval of files and links, making your experience smoother and more efficient. + ### Outlook + - **Microsoft 365 Copilot Chat in Outlook Mobile** [Android, iOS] + The Microsoft 365 Copilot Chat experience is now available in Outlook for iOS and Android. Enhance your mobile email experience with AI-powered assistance on the go. + ### Viva Insights + - **Analyze Copilot impact over time** [Windows, Web, Android, iOS, Mac] + View trendlines of key productivity metrics over 6 months and estimate the financial value of Copilot-assisted hours. Learn more. + ## July, 2024 + ### Viva Insights + - **Microsoft Copilot Dashboard powered by Viva Insights** [Windows, Web, Android, iOS, Mac] + The Microsoft Copilot Dashboard available to all Microsoft 365 Copilot customers at no extra cost. Access it via the Viva Insights app to monitor Copilot adoption and impact. Learn more. + ## June, 2024 + ### Microsoft Teams + - **Admins can enforce Copilot during and after meetings** [Windows, Android, iOS, Mac] + Admins can set Copilot in Teams meetings to 'During and After Meeting' and prevent meeting organizers from changing it. Learn more. + - **Control access to recordings and transcripts** [Windows, Android, iOS, Mac] + Introducing new meeting settings that allow you to control who can access recordings, transcripts, and prompt Copilot. Enhance your meeting security and privacy with these granular controls. + ## May, 2024 + ### Microsoft Teams + - **Copilot notification in unrecorded meetings** [Windows, Android, iOS, Mac] + When Copilot is started in a meeting that isn't being recorded, every participant is notified that Copilot is active. + + ### Outlook + - **Microsoft 365 Copilot Chat available in new Outlook for Windows and web** [Windows, Web, Android, iOS] + Access the power of Microsoft 365 Copilot Chat directly within Outlook on the web and the new Outlook for Windows. Access Microsoft 365 Copilot Chat through the left app bar. + ## April, 2024 + ### Microsoft 365 Copilot Chat + - **Microsoft 365 Copilot Chat now available in the Microsoft 365 app** [Android, iOS] + Microsoft 365 mobile app users with a Microsoft 365 Copilot license can receive answers grounded in their organizational Graph data, enhancing mobile productivity. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 17 additional languages across all features: Arabic, Chinese (Traditional), Czech, Danish, Dutch, Finnish, Hebrew, Hungarian, Korean, Norwegian (Bokmal), Polish, Portuguese (Portugal), Russian, Swedish, Thai, Turkish, and Ukrainian. Learn more. + ### Microsoft Teams + - **Copilot understands previous conversations in chats and channels** [Windows, Android, iOS, Mac] + When you ask follow-up questions in chats or channels, Copilot now has context from past interactions to provide more accurate answers. + ## March, 2024 + ### Microsoft 365 Copilot Chat + - **Rich entity representations in Copilot responses** [Windows, Web, Android, iOS, Mac] + Copilot now provides richer representations of entities like people, events, and files within responses, enhancing context and usability. + ### Microsoft Teams + - **Customize your draft message when you compose with Copilot** [Windows, Android, iOS, Mac] + You can now instruct Copilot to adjust your draft message however you'd like. Adjust the message with a custom prompt, like "add a call to action" or "make it persuasive". Learn more. + - **Enhanced Copilot UI with new date dividers** [Windows, Android, iOS, Mac] + We have improved the Copilot user interface with new date dividers for chats, channels, and meeting Copilot. + + ## November, 2023 + ### Microsoft Teams + - **Copilot available in a channel post conversation** [Windows, Web, Android, iOS, Mac] + Copilot can summarize and support Q&A on a channel post conversation, assisting you directly in your channel conversations. + - **Copilot to summarize and answer Q&A in Teams Chat** [Windows, Web, Android, iOS, Mac] + Copilot helps you catch up on conversations by providing summaries and answering questions in Teams chats. + - **Use Copilot in meetings, 1:1 and group calls** [Windows, Web, Android, iOS, Mac] + Get summaries, action items, and more after meetings and calls through Copilot in the side panel. + ### Outlook + - **Compose emails effortlessly on Outlook for Android and iOS** [Android, iOS] + Provide a prompt and generate a full email. Customize the tone and length to suit your needs, streamlining your email writing process. Learn more. + - **Get Coaching from Copilot for an email draft in new Outlook** [Web, Android, iOS, Mac] + Copilot combines AI with your Outlook data to help you craft better emails, offering suggestions on tone and message effectiveness. Learn more. + - **Summarize email conversations on Outlook for Android and iOS** [Android, iOS] + Quickly get summaries of entire email threads, helping you catch up on conversations efficiently. Learn more. + ### Whiteboard + - **Generate ideas effortlessly** [Windows, Web, Android, iOS] + Brainstorm by generating short text ideas, fueling your creativity during collaborative sessions. + - **Organize your ideas into themes** [Windows, Web, Android, iOS] + Categorize and group your ideas into themes, helping you visualize and structure your brainstorming sessions. + - **Summarize your Whiteboard sessions** [Windows, Web, Android, iOS] + Create summaries of your Whiteboard content, capturing key points from your collaborative work. ## [iOS](#tab/appleios) + +## April 2, 2025 +Updates released between March 20, 2025, and April 2, 2025. +### Microsoft 365 Copilot Chat +- **Ask questions about images with natural language** [Android, iOS, Web] + + Easily gain insights from images by asking natural language questions. Upload images for quick analysis using advanced vision models—helping you make sense of visual data across your apps. +### Word +- **Narrate your ideas to Copilot** [iOS] + + Brainstorm out loud and let Copilot convert your voice notes into structured documents, making it easier to organize and develop your ideas. +- **Rewrite with Copilot** [iOS] + + Get suggestions from Copilot on how to rewrite any text, helping you improve clarity and style effortlessly. +- **Visualize as table** [iOS] + + Easily convert plain text into structured tables, helping you organize and present data more effectively in your daily work. + +## March 19, 2025 + +Updates released between March 5, 2025, and March 19, 2025. +### Microsoft 365 Copilot App + +- **View, edit and share Copilot Pages on mobile** [Android, iOS] + + Stay productive while on the go—use the Microsoft 365 mobile app to view, edit, or share Copilot-generated pages instantly. Collaborate with colleagues in real time, whether you’re commuting or between meetings. Learn more. + ## March 4, 2025 -Updates released between February 19, 2025, and March 4, 2025. + +Updates released between February 20, 2025, and March 4, 2025. + ### Microsoft 365 Copilot Chat + - **Search archived mailboxes in Copilot Chat** [Windows, Web, Android, iOS, Mac] + Leverage Copilot to search emails across both primary and archived mailboxes by appending 'from my archives' or 'also look for emails in my archives' in your prompts to quickly locate key messages. -### Microsoft 365 App + +### Microsoft 365 Copilot App + - **View, edit and share Copilot Pages on mobile** [iOS] + Stay productive no matter where you are. With mobile access to Copilot Pages, you can view, edit, and share content on the go, ensuring seamless collaboration with colleagues. Learn more. + ## February 19, 2025 + Updates released between February 5, 2025, and February 19, 2025. + + ### Microsoft Teams + - **AI-enabled file summaries on mobile** [Android, iOS] + Summarize Word, PowerPoint, and PDF files on mobile by tapping the summary icon or selecting “Summarize with Copilot” for a quick, digestible overview—even on small screens. + ### Viva Insights + - **Copilot dashboard for usage and retention insights** [Windows, Web, Android, iOS, Mac] + Dive into usage frequency, compare top user groups, and track retention metrics—all in a single, comprehensive dashboard for actionable insights. Learn more. + + ## February 4, 2025 + Updates released between January 24, 2025, and February 4, 2025. + ### Microsoft 365 Copilot App + - **Updates to the Microsoft 365 (Office) app** [Windows, Web, Android, iOS] + The Microsoft 365 Copilot app (formerly Microsoft 365 app) has a new name and icon. Learn more. + ### Microsoft 365 Copilot Chat + - **Access support pages in Copilot Chat** [Windows, Web, Android, iOS, Mac] + View organizational support pages directly within Copilot Chat, for quick help and guidance in your workflow. + - **Accommodate user’s time zones in Copilot** [Windows, Web, Android, iOS] + Copilot now references your local time zone when responding helping to avoid confusion and scheduling errors. + ### Word + - **Draft from selected text, lists, or tables** [iOS] + Generate new content right where you work by selecting text, lists, or tables and tapping into Copilot’s on-canvas menu. Quickly refine drafts and collaborate more interactively. Learn more. + - **Draft with Copilot** [iOS] + Quickly produce paragraphs or entire sections for your documents, whether you’re creating a brand-new file or adding to existing text. Learn more. + ## January 23, 2025 + Updates released between January 8, 2025, and January 23, 2025. + ### Microsoft 365 Copilot Chat + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS] + Microsoft 365 Copilot Chat—free, secure AI chat powered by GPT-4o with agents accessible right in chat, and IT controls including enterprise data protection and agent management. Copilot Chat serves as a powerful new on-ramp for everyone in your organization to build an AI habit. Get started with Copilot Chat with the updated Microsoft 365 Copilot app (formerly Microsoft 365 app). Learn more. + ### Viva Insights + - **New Copilot adoption metrics and completing total actions taken** [Windows, iOS, Mac] + This adds seven new Copilot adoption metrics to the Copilot dashboard and Viva Insights Advanced insights. It also updates the "total actions taken" metric in the Copilot dashboard to include these new Copilot adoption metrics. Learn more. + ## January 7, 2025 + +Updates released between December 18, 2024, and January 7, 2025. + ### Copilot Prompt Gallery + - **Access Copilot Prompt Gallery in Word and PowerPoint mobile apps** [Android, iOS] + Discover and use suggested Copilot prompts in Prompt Gallery within the Word and PowerPoint apps on iOS and Android. Enhance your productivity on the go with helpful AI suggestions. + ### Outlook + - **Switch between Work and Web grounding in Microsoft 365 Copilot Chat** [Android, iOS] + In Outlook mobile apps, you can now toggle between Microsoft 365 Graph (Work) and Web grounding in Microsoft 365 Copilot Chat. Choose the grounding source that best suits your needs for more personalized assistance. + ### Viva Insights + - **Expand your understanding of Copilot adoption with enhanced metrics** [Windows, iOS, Mac] + Access seven new Copilot metrics and see them reflected in "total actions taken," helping you better track how teams use Copilot. Learn more. + - **New metrics for enterprise data-protected prompts** [Windows, Web, Android, iOS, Mac] + Gain visibility into prompts submitted through Microsoft 365 Copilot Chat (web) and enterprise data-protected Copilot scenarios. Learn more. + +## December, 2024 + +### Viva Pulse + +- **Templates for Copilot readiness, adoption and impact** [Windows, Web, Android, iOS, Mac] + + Use new templates to measure employee sentiment and assess your organization's Copilot adoption—all within your Viva Pulse subscription. + ## November, 2024 + ### Microsoft 365 Copilot Chat + - **Focus Copilot responses on specific emails in Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS, Mac] + Narrow down Copilot responses by specifying a particular email folder, sub-folder, or subject line. Get more precise assistance by directing Copilot to the emails that matter most to you. + +### Copilot Prompt Gallery + +- **Copilot Prompt Gallery available in Word and PowerPoint on iOS** [iOS] + + Use suggested prompts directly from your Word and PowerPoint apps on iOS to spark creativity and streamline your workflow. + ### Microsoft Teams + - **Disable Copilot in meetings** [Windows, Android, iOS, Mac] + You can now turn Copilot off in your meeting settings. Copilot, recording, and transcription are disabled for meetings where Copilot is off. Learn more. + ## October, 2024 + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 12 additional languages across all features: Bulgarian, Croatian, Estonian, Greek, Indonesian, Latvian, Lithuanian, Romanian, Serbian (Latin), Slovak, Slovenian, and Vietnamese. Microsoft 365 Copilot also improved the handling of language variants: Dutch (Belgium), German (Switzerland), English (UK), Spanish (Mexico), and French (Canada). Learn more. + ### Microsoft Teams + - **Empower meeting organizers to adjust Copilot availability** [Windows, Android, iOS, Mac] + Admins can now set Copilot in Teams meetings to 'During and After Meeting' and allow meeting organizers to change it. Learn more. + ### Outlook + - **Rewrite selected text in emails using Copilot** [Windows, Web, Android, iOS, Mac] + Select specific parts of your drafted email and ask Copilot in new Outlook to rewrite it or provide more information to rewrite it. Provide detailed instructions or adjust the tone and length to suit your needs. + ### Viva Insights + - **New Microsoft 365 Copilot Chat prompts submitted through Teams** [Windows, iOS, Mac] + Adding new Microsoft 365 Copilot Chat prompts submitted through Teams metric to Copilot dashboard and Viva Insights Advanced insights. + ## September, 2024 + ### Microsoft 365 Copilot Chat + - **Access Microsoft 365 Copilot Chat work mode in Microsoft 365 app on mobile** [Android, iOS] + Ground your Copilot conversations in your work content with Microsoft 365 Copilot Chat in the Microsoft 365 app. + ### Excel + - **Copilot in Excel is generally available** [Windows, Web, iOS, Mac] + Copilot in Excel, now no longer in Preview but Generally Available, works alongside you to analyze and explore your data, answering questions in natural language and revealing insights without the need for complex formulas. Learn more. + ### Outlook + - **Instantly apply coaching suggestions from Copilot to your emails** [Web, Android, iOS, Mac] + Improve your email writing with Coaching by Copilot in new Outlook. Request a full rewrite based on Copilot's feedback or apply the suggestions with a single click. Learn more. + ### Word + - **Reference up to 10 Items when drafting with Copilot** [Web, iOS] + Expand your drafting capabilities by referencing up to 10 items—such as files, emails, and meetings—when using Copilot in Word. Learn more. + ## August, 2024 + ### Copilot Prompt Gallery + - **Copilot Prompt Gallery is now available on iOS and Android** [Android, iOS] + Explore and use suggested prompts in Copilot Prompt Gallery within the Teams app on iOS and Android. Stay productive with ready-made prompts to use on the go. + ### Excel + - **Custom chart and PivotTable creation** [Windows, Web, iOS, Mac] + You can now ask Copilot for more specific charts and PivotTables, including specifying the X and Y axes. Customize your data presentations more precisely. + - **Formula data summaries from columns** [Windows, Web, iOS, Mac] + Add a single formula to summarize column data into one cell. This feature allows you to calculate data across columns and return a single result, simplifying data analysis. + - **Suggest conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Ask Copilot to suggest conditional formatting for your data. Receive a list of prompts that might highlight key insights in your data. + - **Summarize text columns with Copilot** [Windows, Web, iOS, Mac] + Copilot can analyze columns of text to provide summaries, such as identifying main themes in survey responses. Understand your text data more effectively. + ### Microsoft Teams + - **Copilot summarizes content over specified time periods** [Windows, Android, iOS, Mac] + Copilot can now identify and summarize information over specific time periods, responding accurately to queries like "yesterday," "last month," or "last year." Learn more. + - **Linked files in Copilot replies** [Windows, Android, iOS, Mac] + We have optimized Copilot in Microsoft Teams to include linked files in Copilot answers for quicker and more reliable retrieval of files and links, making your experience smoother and more efficient. + ### Outlook + - **Microsoft 365 Copilot Chat in Outlook Mobile** [Android, iOS] + The Microsoft 365 Copilot Chat experience is now available in Outlook for iOS and Android. Enhance your mobile email experience with AI-powered assistance on the go. + ### PowerPoint + - **Build your story with Narrative Builder** [Windows, Web, iOS, Mac] + Copilot helps you form your narrative and turns it into a fully designed presentation, streamlining the creative process. + - **Improved presentation summary richness** [Windows, Web, iOS, Mac] + Copilot now leverages the latest GPT models to provide richer summaries when generating presentations, enhancing the quality of your content. + ### Viva Insights + - **Analyze Copilot impact over time** [Windows, Web, Android, iOS, Mac] + View trendlines of key productivity metrics over 6 months and estimate the financial value of Copilot-assisted hours. Learn more. + ### Word + - **Document Summaries in Microsoft 365 Mobile App Previews** [iOS] + Copilot generates summaries of files that you can view in the file browser of the Microsoft 365 mobile app, helping you understand content without opening the file. + ## July, 2024 + ### Excel + - **Advanced conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Copilot now supports complex conditional formatting, such as highlighting rows based on multiple criteria. Enhance your data visualization with more formulaic formatting options. + - **Improved data insights in Copilot** [Windows, Web, iOS, Mac] + Copilot is now better at answering questions about data insights like trends and correlations. Get more meaningful analysis to make informed decisions. + - **Preview and apply changes suggested by Copilot** [Windows, Web, iOS, Mac] + Before Copilot makes changes to your Excel data, you'll now receive a description and an "Apply" button. This gives you more control over your data and allows for refinements before applying changes. + - **Preview conditional formatting rules** [Windows, Web, iOS, Mac] + When setting a conditional formatting rule, Copilot's response will include a preview of the style and an explanation of the formula. This helps you understand and apply formatting more confidently. + - **Support for data ranges resembling tables** [Windows, Web, iOS, Mac] + Copilot can now reason over data ranges with a single row of headers, even if they aren't formatted as formal tables. This makes data analysis more flexible. + ### PowerPoint + - **Create presentations from encrypted Word documents** [Windows, Web, iOS, Mac] + Copilot for PowerPoint can now create presentations using Word documents that have a protected sensitivity label, expanding your content creation options securely. + - **Easier access to Copilot in PowerPoint** [Windows, Web, iOS, Mac] + Access Copilot in PowerPoint more easily with new on-canvas entry points. Start enhancing your presentations with AI assistance in fewer clicks. + ### Viva Insights + - **Microsoft Copilot Dashboard powered by Viva Insights** [Windows, Web, Android, iOS, Mac] + The Microsoft Copilot Dashboard available to all Microsoft 365 Copilot customers at no extra cost. Access it via the Viva Insights app to monitor Copilot adoption and impact. Learn more. + ### Word + - **Summarize longer documents in chat** [Windows, Web, iOS, Mac] + Copilot in Word can now summarize longer documents, with the upper limit increased to about four times more words (approx. 80k words). Get comprehensive overviews of lengthy content. + ## June, 2024 + ### Excel + - **Copilot works on any selection in Excel** [Windows, Web, iOS, Mac] + Copilot now enables the edit box on any worksheet, regardless of selection. It intelligently finds the nearest table or data range for your analysis queries, making data manipulation more flexible. + ### Microsoft Teams + - **Admins can enforce Copilot during and after meetings** [Windows, Android, iOS, Mac] + Admins can set Copilot in Teams meetings to 'During and After Meeting' and prevent meeting organizers from changing it. Learn more. + - **Control access to recordings and transcripts** [Windows, Android, iOS, Mac] + Introducing new meeting settings that allow you to control who can access recordings, transcripts, and prompt Copilot. Enhance your meeting security and privacy with these granular controls. + ### PowerPoint + - **Copilot adds transitions and animations automatically** [Windows, Web, iOS, Mac] + When creating presentations from prompts or files, Copilot will now automatically add transitions and animations. This enhancement brings your slides to life without extra effort. + - **Create presentations from PDF files with Copilot** [Windows, Web, iOS] + You can now generate PowerPoint presentations directly from PDF files using Copilot. This feature simplifies the process of turning documents into engaging presentations. + - **Improved content when creating presentations from prompts** [Windows, Web, iOS, Mac] + Experience increased depth and richness of content when you create a presentation from a prompt. Copilot now provides better formatting and more detailed slides to enhance your presentations. + ### Word + - **Use a url to reference supported files in Copilot in Word** [iOS] + Users can copy-paste a link of a supported file into the Draft with Copilot UI as a reference, instead of searching for it in the file reference menu. + - **Visualize as table** [iOS] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. + ## May, 2024 + ### Microsoft Teams + - **Copilot notification in unrecorded meetings** [Windows, Android, iOS, Mac] + When Copilot is started in a meeting that is not being recorded, every participant is notified that Copilot is active. + ### Outlook + - **Microsoft 365 Copilot Chat available in new Outlook for Windows and web** [Windows, Web, Android, iOS] + Access the power of Microsoft 365 Copilot Chat directly within Outlook on the web and the new Outlook for Windows. Access Microsoft 365 Copilot Chat through the left app bar. + ## April, 2024 + ### Microsoft 365 Copilot Chat + - **Microsoft 365 Copilot Chat now available in the Microsoft 365 app** [Android, iOS] + Microsoft 365 mobile app users with a Microsoft 365 Copilot license can receive answers grounded in their organizational Graph data, enhancing mobile productivity. + ### Excel + - **Create Formula Columns Using Data from Multiple Tables** [Windows, Web, iOS, Mac] + Support for functions like XLOOKUP and SUMIF allows you to create formula columns that utilize data across multiple tables. + - **Generate multiple formula columns with a single prompt** [Windows, Web, iOS, Mac] + Use Copilot in Excel to create several formula-based columns at once. For example, ask Copilot to split a full name into first and last name columns, and watch it generate both formulas in one go. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 17 additional languages across all features: Arabic, Chinese (Traditional), Czech, Danish, Dutch, Finnish, Hebrew, Hungarian, Korean, Norwegian (Bokmal), Polish, Portuguese (Portugal), Russian, Swedish, Thai, Turkish, and Ukrainian. Learn more. + ### Microsoft Teams + - **Copilot understands previous conversations in chats and channels** [Windows, Android, iOS, Mac] + When you ask follow-up questions in chats or channels, Copilot now has context from past interactions to provide more accurate answers. + ## March, 2024 + ### Microsoft 365 Copilot Chat + - **Rich entity representations in Copilot responses** [Windows, Web, Android, iOS, Mac] + Copilot now provides richer representations of entities like people, events, and files within responses, enhancing context and usability. + ### Excel + - **Speak to Copilot in Excel with new input methods** [Windows, Web, iOS, Mac] + You can now use your microphone to send prompts to Copilot in Excel, and explore the Prompt Guide for customized suggestions. + ### Microsoft Teams + - **Customize your draft message when you compose with Copilot** [Windows, Android, iOS, Mac] + You can now instruct Copilot to adjust your draft message however you'd like. Adjust the message with a custom prompt, like "add a call to action" or "make it persuasive". Learn more. + - **Enhanced Copilot UI with new date dividers** [Windows, Android, iOS, Mac] + We have improved the Copilot user interface with new date dividers for chats, channels, and meeting Copilot. + ## February, 2024 + ### Word + - **Summarize your document using chat prompts** [iOS] + Ask via chat to summarize your document, highlighting key points for quick understanding and review. + ## January, 2024 + ### Excel + - **Enjoy conversational Copilot in Excel** [Windows, Web, iOS, Mac] + Copilot in Excel now remembers the context of your chats, allowing for follow-up questions and clarifications for a smoother experience. + ### Word + - **Get answers and enhance content with chat in Word** [iOS] + Ask specific questions about your document or request additional details to enhance your content, making your writing process more efficient. + ## November, 2023 + ### Excel + - **Add formula columns with Copilot** [Windows, Web, iOS, Mac] + Copilot provides formula suggestions with explanations, helping you create new columns based on your data. Learn more. + - **Generate data insights with Copilot** [Windows, Web, iOS, Mac] + Copilot can suggest insights like summaries, trends, and outliers, returning results as charts or PivotTables to enhance your analysis. Learn more. + - **Use Copilot to highlight, filter, and sort data in Excel tables** [Windows, Web, iOS, Mac] + Transform your data by asking Copilot to format your Excel tables. You can highlight top values, filter specific entries, or sort data. For example, ask Copilot to highlight the top 3 values in a column, and it will apply conditional formatting. Learn more. + ### Microsoft Teams + - **Copilot available in a channel post conversation** [Windows, Web, Android, iOS, Mac] + Copilot can summarize and support Q&A on a channel post conversation, assisting you directly in your channel conversations. + - **Copilot to summarize and answer Q&A in Teams Chat** [Windows, Web, Android, iOS, Mac] + Copilot helps you catch up on conversations by providing summaries and answering questions in Teams chats. + - **Use Copilot in meetings, 1:1 and group calls** [Windows, Web, Android, iOS, Mac] + Get summaries, action items, and more after meetings and calls through Copilot in the side panel. + ### Outlook + - **Compose emails effortlessly on Outlook for Android and iOS** [Android, iOS] + Provide a prompt and generate a full email. Customize the tone and length to suit your needs, streamlining your email writing process. Learn more. + - **Get Coaching from Copilot for an email draft in new Outlook** [Web, Android, iOS, Mac] + Copilot combines AI with your Outlook data to help you craft better emails, offering suggestions on tone and message effectiveness. Learn more. + - **Summarize email conversations on Outlook for Android and iOS** [Android, iOS] + Quickly get summaries of entire email threads, helping you catch up on conversations efficiently. Learn more. + ### PowerPoint + - **Automatically add an agenda slide to your presentation** [Windows, Web, iOS, Mac] + Generate and insert an agenda slide based on your existing content, helping you prepare your audience for what's ahead. + - **Convert Word documents into presentations** [Windows, iOS, Mac] + Transform your Word documents into fully designed PowerPoint presentations, simplifying the creation process. Learn more. + - **Create a presentation from a simple prompt** [Windows, Web, iOS, Mac] + Provide a prompt and Copilot will help you generate a presentation, saving you time and effort Learn more. + - **Create presentations using your organization's templates** [Windows, Web, iOS, Mac] + Generate presentations that utilize your company's templates, ensuring consistency and alignment with your brand. Learn more. + - **Edit your presentation in Copilot chat** [Windows, Web, iOS, Mac] + Add slides, add animations, or organize your presentation in Copilot chat, streamlining your editing process. Learn more. + - **Get answers about your presentation** [Windows, Web, iOS, Mac] + Ask questions about your existing PowerPoint presentation to quickly retrieve information and insights. + - **Organize your presentation's flow easily** [Windows, Web, iOS, Mac] + Structure your slides, add sections, and insert an agenda slide to improve the overall flow of your presentation. Learn more. + - **Summarize your presentation and identify key points** [Windows, Web, iOS, Mac] + Generate summaries, highlight key slides, and identify action items from your presentation, making it easier to review and share essential information. Learn more. + ### Whiteboard + - **Generate ideas effortlessly** [Windows, Web, Android, iOS] + Brainstorm by generating short text ideas, fueling your creativity during collaborative sessions. + - **Organize your ideas into themes** [Windows, Web, Android, iOS] + Categorize and group your ideas into themes, helping you visualize and structure your brainstorming sessions. + - **Summarize your Whiteboard sessions** [Windows, Web, Android, iOS] + Create summaries of your Whiteboard content, capturing key points from your collaborative work. + ### Word + - **Apply highest sensitivity label to generated content** [Windows, Web, iOS, Mac] + Ensure your documents maintain appropriate confidentiality levels as labels are automatically updated when referencing files with higher sensitivity. + - **Draft with Copilot** [Windows, Web, iOS, Mac] + Draft new content for your blank or existing documents, helping you write faster and with ease. Learn more. + - **Rewrite with Copilot** [Windows, Web, iOS, Mac] + Get suggestions for how to rewrite any text in your document, enhancing clarity and effectiveness. Learn more. ## [Mac](#tab/mac) +## April 2, 2025 +Updates released between March 20, 2025, and April 2, 2025. +### PowerPoint +- **Translate your presentation** [Windows, Web, Mac] + + Produce a translated copy of your entire presentation in about 40 languages while preserving your slide design and structure, making global collaboration effortless. + Learn more. + +## March 19, 2025 +Updates released between March 5, 2025, and March 19, 2025. + +### Microsoft 365 Copilot Chat + +- **Prompt suggestions in Copilot chat** [Windows, Web, Mac] + + Get started in Copilot chat quickly with automatic prompt suggestions that enhance your productivity by providing relevant and context-aware prompts based on your previous interactions. + ## March 4, 2025 -Updates released between February 19, 2025, and March 4, 2025. + +Updates released between February 20, 2025, and March 4, 2025. + ### Microsoft 365 Copilot Chat + - **Search archived mailboxes in Copilot Chat** [Windows, Web, Android, iOS, Mac] + Leverage Copilot to search emails across both primary and archived mailboxes by appending 'from my archives' or 'also look for emails in my archives' in your prompts to quickly locate key messages. + ### PowerPoint + - **Narrative builder creates slides with tables** [Windows, Web, Mac] + Convert grounded content from Word documents into dynamic slides with tables. Enhance your presentations with structured, data-driven visuals effortlessly. + ## February 19, 2025 + Updates released between February 5, 2025, and February 19, 2025. + + ### Microsoft Teams + - **Intelligent meeting recap for instant meetings (premium)** [Windows, Mac] + Effortlessly browse meeting recordings by speaker and topic and access AI-generated notes, tasks, and mentions for instant meetings—empowering premium Copilot users with comprehensive insights. Learn more. + ### PowerPoint + - **Create a presentation from a file-based prompt** [Windows, Web, Mac] + Pull key facts and data from a selected file to shape your narrative. Simply provide Copilot with a prompt and quickly build your deck with relevant information. Learn more. + ### Viva Insights + - **Copilot dashboard for usage and retention insights** [Windows, Web, Android, iOS, Mac] + Dive into usage frequency, compare top user groups, and track retention metrics—all in a single, comprehensive dashboard for actionable insights. Learn more. + ### Word + - **Chat with Copilot about selected text** [Windows, Web, Mac] + Highlight text, start a chat with Copilot, and receive responses tailored to what you’ve selected. Get targeted writing assistance and refine your content in real time. + + ## February 4, 2025 + Updates released between January 24, 2025, and February 4, 2025. ### Microsoft 365 Copilot Chat + - **Access support pages in Copilot Chat** [Windows, Web, Android, iOS, Mac] + View organizational support pages directly within Copilot Chat, for quick help and guidance in your workflow. + ### Microsoft Teams + - **Speaker recognition and attribution in BYOD rooms with Copilot** [Windows, Mac] + Take advantage of speaker recognition and transcript attribution, unleashing new AI capabilities in any meeting space, whether or not it has a Teams Rooms system deployed. This feature identifies and attributes people in live transcripts, utilizing a unique voice profile for each participant enabling intelligent recaps and unlocking maximum value from Microsoft 365 Copilot in Teams meetings. Users can easily and securely enroll their voices via Teams Settings. This feature requires a Microsoft 365 Copilot or Teams Premium license for the user hosting the meeting for Copilot experiences and intelligent recaps, respectively. Learn more. + ### PowerPoint + - **Use Copilot to rewrite, trim, or formalize text** [Web, Mac] + Transform your presentation text by letting Copilot fix grammar, shorten lengthy content, or adopt a more professional tone—perfect for crafting clear, polished slides. + ### Word + - **Browse cloud files with the file picker** [Mac] + Use a file picker to browse your cloud directory and include relevant files without searching by name, making it easy to add key references to your draft. -- **Reference cloud files when drafting** [Mac] - Use a file picker to browse your cloud directory and include relevant files without searching by name, making it easy to add key references to your draft. + - **Reference data from the Microsoft cloud when drafting with Copilot in Word** [Windows, Web, Mac] + Draft with Copilot now supports attaching rich content from the Microsoft cloud—including emails and meetings—resulting in more contextually relevant content. Learn more. + - **Reference plain text files in Copilot** [Windows, Web, Mac] + Add .txt files as sources with Copilot in Word, streamlining your process when working with text-based research or background content. + ## January 23, 2025 + Updates released between January 8, 2025, and January 23, 2025. ### PowerPoint + - **Generate summaries for longer presentations** [Windows, Web, Mac] + Copilot now supports text summaries up to 40k words (around 150 slides), giving you richer information and more polished layouts. Learn more. + - **Listen to Copilot's responses with Read Aloud** [Windows, Mac] + Hear Copilot’s replies in the chat pane, letting you stay hands-free while reviewing your content. + ### Viva Insights + - **New Copilot adoption metrics and completing total actions taken** [Windows, iOS, Mac] + This adds seven new Copilot adoption metrics to the Copilot dashboard and Viva Insights Advanced insights. It also updates the "total actions taken" metric in the Copilot dashboard to include these new Copilot adoption metrics. Learn more. + ### Word + - **Get started on a draft immediately with example prompts** [Windows, Mac] + On blank documents, Copilot in Word offers one-click example prompts to help you get started quickly. Learn more. + - **Listen to Copilot's responses with Read Aloud** [Windows, Web, Mac] + Hear Copilot’s replies in the chat pane, letting you stay hands-free while reviewing your content. + ## January 7, 2025 + +Updates released between December 18, 2024, and January 7, 2025. ### Viva Insights + - **Expand your understanding of Copilot adoption with enhanced metrics** [Windows, iOS, Mac] + Access seven new Copilot metrics and see them reflected in "total actions taken," helping you better track how teams use Copilot. Learn more. + - **New metrics for enterprise data-protected prompts** [Windows, Web, Android, iOS, Mac] + Gain visibility into prompts submitted through Microsoft 365 Copilot Chat (web) and enterprise data-protected Copilot scenarios. Learn more. + ## December 17, 2024 + ### OneNote + - **Use Copilot in OneNote on Mac and iPad** [iOS, Mac] + Experience the power of Copilot across OneNote for Mac and iPad. Quickly summarize, rewrite, and understand your notes, whether at your desk or on the go. Learn more. + +### Viva Pulse + +- **Templates for Copilot readiness, adoption and impact** [Windows, Web, Android, iOS, Mac] + + Use new templates to measure employee sentiment and assess your organization's Copilot adoption—all within your Viva Pulse subscription. + ## November, 2024 + ### Microsoft 365 Copilot Chat + - **Focus Copilot responses on specific emails in Microsoft 365 Copilot Chat** [Windows, Web, Android, iOS, Mac] + Narrow down Copilot responses by specifying a particular email folder, sub-folder, or subject line. Get more precise assistance by directing Copilot to the emails that matter most to you. + +### OneNote + +- **Copilot chat on Mac** [Mac] + + Transform your note-taking on Mac with natural language commands that help you understand, summarize, and rewrite notes—perfect for meeting prep and creative brainstorming. + +### PowerPoint + +- **Build a narrative with file-based topics** [Windows, Web, Mac] + + Create compelling presentations by integrating topic suggestions linked to your documents—whether Word files, PDFs, or encrypted docs—for a well-grounded narrative. + ### Microsoft Teams + - **Disable Copilot in meetings** [Windows, Android, iOS, Mac] + You can now turn Copilot off in your meeting settings. Copilot, recording, and transcription are disabled for meetings where Copilot is off. Learn more. + ### Word + - **Reference larger files and write longer prompts with Copilot** [Windows, Web, Mac] + Create more detailed drafts by writing prompts over 2,000 characters and referencing files totaling up to 75,000 words. Learn more. + ## October, 2024 + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 12 additional languages across all features: Bulgarian, Croatian, Estonian, Greek, Indonesian, Latvian, Lithuanian, Romanian, Serbian (Latin), Slovak, Slovenian, and Vietnamese. Microsoft 365 Copilot also improved the handling of language variants: Dutch (Belgium), German (Switzerland), English (UK), Spanish (Mexico), and French (Canada). Learn more. + ### Microsoft Teams + - **Empower meeting organizers to adjust Copilot availability** [Windows, Android, iOS, Mac] + Admins can now set Copilot in Teams meetings to 'During and After Meeting' and allow meeting organizers to change it. Learn more. + ### Outlook + - **Rewrite selected text in emails using Copilot** [Windows, Web, Android, iOS, Mac] + Select specific parts of your drafted email and ask Copilot in new Outlook to rewrite it or provide more information to rewrite it. Provide detailed instructions or adjust the tone and length to suit your needs. + ### Viva Insights + - **New Microsoft 365 Copilot Chat prompts submitted through Teams** [Windows, iOS, Mac] + Adding new Microsoft 365 Copilot Chat prompts submitted through Teams metric to Copilot dashboard and Viva Insights Advanced insights. + ### Word + - **Fine-tune rewrite responses in Copilot in Word** [Mac] + Customize the output from Copilot's Rewrite feature by specifying how the text should change to better suit your needs. Learn more. + - **Reference up to 10 Items when drafting with Copilot** [Windows, Mac] + Expand your drafting capabilities by referencing up to 10 items—such as files, emails, and meetings—when using Copilot in Word. Learn more. + ## September, 2024 + ### Excel + - **Copilot in Excel is generally available** [Windows, Web, iOS, Mac] + Copilot in Excel, now no longer in Preview but Generally Available, works alongside you to analyze and explore your data, answering questions in natural language and revealing insights without the need for complex formulas. Learn more. + ### Microsoft 365 Copilot + - **AI-generated Images with Copilot and Microsoft Designer** [Windows, Web, Mac] + Microsoft Designer integration in Copilot chat allows you to generate that perfect image, providing limitless creativity and bringing your presentations to life. Learn more. + +### PowerPoint + +- **Access your organization’s approved images** [Mac] + + Seamlessly connect to your SharePoint asset library to find and add brand-approved images, keeping your presentations and documents consistently on brand. + ### Microsoft Teams + - **Copilot in Teams meetings considers meeting chat** [Windows, Mac] + When generating meeting summaries or answering questions, Copilot in Teams will now use the chat and transcript as context, providing more accurate and relevant responses. Learn more. + ### Outlook + - **Instantly apply coaching suggestions from Copilot to your emails** [Web, Android, iOS, Mac] + Improve your email writing with Coaching by Copilot in new Outlook. Request a full rewrite based on Copilot's feedback or apply the suggestions with a single click. Learn more. + ### PowerPoint + - **Create presentations with new slide types using Copilot** [Web, Mac] + When creating a presentation with Copilot, you'll now see agenda, section, and conclusion slides, giving your presentations better structure. + - **Custom slideshow of key slides** [Mac] + Ask Copilot to show key slides, and you'll have one-click access to play a custom presentation of the most important slides. + - **Improved template support with Copilot** [Windows, Web, Mac] + Update your templates to PowerPoint's best practices, and Copilot will generate beautiful, on-brand slides every time you create a presentation. Learn more. + ### Word + - **Use Copilot to enhance pasted text in Word** [Windows, Mac] + Copilot in Word now offers more options when you paste text. Reword content, transform it into tables or lists, and more, making it easier to format and organize your documents efficiently. + ## August, 2024 + ### Excel + - **Custom chart and PivotTable creation** [Windows, Web, iOS, Mac] + You can now ask Copilot for more specific charts and PivotTables, including specifying the X and Y axes. Customize your data presentations more precisely. + - **Formula data summaries from columns** [Windows, Web, iOS, Mac] + Add a single formula to summarize column data into one cell. This feature allows you to calculate data across columns and return a single result, simplifying data analysis. + - **Suggest conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Ask Copilot to suggest conditional formatting for your data. Receive a list of prompts that might highlight key insights in your data. + - **Summarize text columns with Copilot** [Windows, Web, iOS, Mac] + Copilot can analyze columns of text to provide summaries, such as identifying main themes in survey responses. Understand your text data more effectively. + ### Microsoft Teams + - **Copilot summarizes content over specified time periods** [Windows, Android, iOS, Mac] + Copilot can now identify and summarize information over specific time periods, responding accurately to queries like "yesterday," "last month," or "last year." Learn more. + - **Linked files in Copilot replies** [Windows, Android, iOS, Mac] + We have optimized Copilot in Microsoft Teams to include linked files in Copilot answers for quicker and more reliable retrieval of files and links, making your experience smoother and more efficient. + ### PowerPoint + - **Build your story with Narrative Builder** [Windows, Web, iOS, Mac] + Copilot helps you form your narrative and turns it into a fully designed presentation, streamlining the creative process. + - **Improved presentation summary richness** [Windows, Web, iOS, Mac] + Copilot now leverages the latest GPT models to provide richer summaries when generating presentations, enhancing the quality of your content. + ### Viva Insights + - **Analyze Copilot impact over time** [Windows, Web, Android, iOS, Mac] + View trendlines of key productivity metrics over 6 months and estimate the financial value of Copilot-assisted hours. Learn more. + ## July, 2024 + ### Excel + - **Advanced conditional formatting with Copilot** [Windows, Web, iOS, Mac] + Copilot now supports complex conditional formatting, such as highlighting rows based on multiple criteria. Enhance your data visualization with more formulaic formatting options. + - **Improved data insights in Copilot** [Windows, Web, iOS, Mac] + Copilot is now better at answering questions about data insights like trends and correlations. Get more meaningful analysis to make informed decisions. + - **Preview and apply changes suggested by Copilot** [Windows, Web, iOS, Mac] + Before Copilot makes changes to your Excel data, you'll now receive a description and an "Apply" button. This gives you more control over your data and allows for refinements before applying changes. + - **Preview conditional formatting rules** [Windows, Web, iOS, Mac] + When setting a conditional formatting rule, Copilot's response will include a preview of the style and an explanation of the formula. This helps you understand and apply formatting more confidently. + - **Support for data ranges resembling tables** [Windows, Web, iOS, Mac] + Copilot can now reason over data ranges with a single row of headers, even if they aren't formatted as formal tables. This makes data analysis more flexible. + ### PowerPoint + - **Create presentations from encrypted Word documents** [Windows, Web, iOS, Mac] + Copilot for PowerPoint can now create presentations using Word documents that have a protected sensitivity label, expanding your content creation options securely. + - **Easier access to Copilot in PowerPoint** [Windows, Web, iOS, Mac] + Access Copilot in PowerPoint more easily with new on-canvas entry points. Start enhancing your presentations with AI assistance in fewer clicks. + ### Viva Insights + - **Microsoft Copilot Dashboard powered by Viva Insights** [Windows, Web, Android, iOS, Mac] + The Microsoft Copilot Dashboard available to all Microsoft 365 Copilot customers at no extra cost. Access it via the Viva Insights app to monitor Copilot adoption and impact. Learn more. + ### Word + - **Bing search integration brings the power of the web to your chats in Word** [Mac] + Ask Copilot a question in Word chat, and Copilot generates an answer using the power of integrated Bing search. And you never have to leave the app. + - **Bring the latest from your organization into your Word chats with Microsoft Copilot Graph-grounded search.** [Mac] + Bring the latest from your organization into your Word chats with Microsoft Graph-grounded search. Access people-centric data and insights seamlessly. + - **Summarize longer documents in chat** [Windows, Web, iOS, Mac] + Copilot in Word can now summarize longer documents, with the upper limit increased to about four times more words (approx. 80k words). Get comprehensive overviews of lengthy content. + ## June, 2024 + ### Excel + - **Copilot works on any selection in Excel** [Windows, Web, iOS, Mac] + Copilot now enables the edit box on any worksheet, regardless of selection. It intelligently finds the nearest table or data range for your analysis queries, making data manipulation more flexible. + ### Microsoft Teams + - **Admins can enforce Copilot during and after meetings** [Windows, Android, iOS, Mac] + Admins can set Copilot in Teams meetings to 'During and After Meeting' and prevent meeting organizers from changing it. Learn more. + - **Control access to recordings and transcripts** [Windows, Android, iOS, Mac] + Introducing new meeting settings that allow you to control who can access recordings, transcripts, and prompt Copilot. Enhance your meeting security and privacy with these granular controls. + - **Intelligent Recap available for Copilot users** [Windows, Mac] + Copilot users can now access Intelligent Recap after meetings and calls. Browse recordings by speakers and topics, and access AI-generated meeting notes, action items, and @mentions, all designed to keep you informed. + ### PowerPoint + - **Copilot adds transitions and animations automatically** [Windows, Web, iOS, Mac] + When creating presentations from prompts or files, Copilot will now automatically add transitions and animations. This enhancement brings your slides to life without extra effort. + - **Improved content when creating presentations from prompts** [Windows, Web, iOS, Mac] + Experience increased depth and richness of content when you create a presentation from a prompt. Copilot now provides better formatting and more detailed slides to enhance your presentations. + ### Word + - **Find the perfect visual with Copilot + Designer in Word** [Windows, Web, Mac] + Enhance your documents with AI-generated images using the new integration of Microsoft Designer in Copilot Chat. Also search for stock images and brand assets to bring your content to life seamlessly. + - **Use Draft with Copilot in Word based on text, list, or table selection** [Windows, Mac] + Use Draft with Copilot in Word with the on-canvas Copilot menu when a user selects text, a list, or a table, which generates new content from Copilot and provides a richer, more interactive experience. + ## May, 2024 + ### Microsoft Teams + - **Copilot notification in unrecorded meetings** [Windows, Android, iOS, Mac] + When Copilot is started in a meeting that is not being recorded, every participant is notified that Copilot is active. + ### Word + - **Use a url to reference supported files in Copilot in Word** [Windows, Mac] + Users can copy-paste a link of a supported file into the Draft with Copilot UI as a reference, instead of searching for it in the file reference menu. + ## April, 2024 + ### Excel + - **Create Formula Columns Using Data from Multiple Tables** [Windows, Web, iOS, Mac] + Support for functions like XLOOKUP and SUMIF allows you to create formula columns that utilize data across multiple tables. + - **Generate multiple formula columns with a single prompt** [Windows, Web, iOS, Mac] + Use Copilot in Excel to create several formula-based columns at once. For example, ask Copilot to split a full name into first and last name columns, and watch it generate both formulas in one go. + ### Microsoft 365 Copilot + - **Language expansion in Microsoft 365 Copilot** [Windows, Web, Android, iOS, Mac] + Microsoft 365 Copilot now supports 17 additional languages across all features: Arabic, Chinese (Traditional), Czech, Danish, Dutch, Finnish, Hebrew, Hungarian, Korean, Norwegian (Bokmal), Polish, Portuguese (Portugal), Russian, Swedish, Thai, Turkish, and Ukrainian. Learn more. + ### Microsoft Teams + - **Copilot understands previous conversations in chats and channels** [Windows, Android, iOS, Mac] + When you ask follow-up questions in chats or channels, Copilot now has context from past interactions to provide more accurate answers. + ### Word + - **Draft with Copilot supports referencing files encrypted with sensitivity labels** [Windows, Web, Mac] + Draft with Copilot now allows you to reference files encrypted with sensitivity labels, ensuring secure document creation. + ## March, 2024 + ### Microsoft 365 Copilot Chat + - **Rich entity representations in Copilot responses** [Windows, Web, Android, iOS, Mac] + Copilot now provides richer representations of entities like people, events, and files within responses, enhancing context and usability. + ### Excel + - **Enable Copilot in Excel by saving files to OneDrive or SharePoint** [Windows, Mac] + To use Copilot in Excel, save your files to OneDrive or SharePoint with AutoSave on. You'll receive prompts to help you set this up if needed. + - **Speak to Copilot in Excel with new input methods** [Windows, Web, iOS, Mac] + You can now use your microphone to send prompts to Copilot in Excel, and explore the Prompt Guide for customized suggestions. + ### Microsoft Teams + - **Customize your draft message when you compose with Copilot** [Windows, Android, iOS, Mac] + You can now instruct Copilot to adjust your draft message however you'd like. Adjust the message with a custom prompt, like "add a call to action" or "make it persuasive". Learn more. + - **Enhanced Copilot UI with new date dividers** [Windows, Android, iOS, Mac] + We have improved the Copilot user interface with new date dividers for chats, channels, and meeting Copilot. + ## February, 2024 + ### Microsoft Teams + - **Copilot side pane stays open across group chats** [Windows, Mac] + When you open Copilot in a group chat, it will remain open even as you navigate between different chats, saving you time. + ## January, 2024 + ### Excel + - **Enjoy conversational Copilot in Excel** [Windows, Web, iOS, Mac] + Copilot in Excel now remembers the context of your chats, allowing for follow-up questions and clarifications for a smoother experience. + ## December, 2023 + ### Word + - **Visualize as table** [Mac] + Easily turn plain text or lists into clear, organized tables for better readability and effortless data handling. Learn more. + ## November, 2023 + ### Microsoft 365 Copilot Chat + - **Introducing Microsoft 365 Copilot Chat** [Windows, Web, Mac] + Your single destination to take on any task, combining AI power with your work content to draft content, catch up, and get answers. Learn more. + ### Excel + - **Add formula columns with Copilot** [Windows, Web, iOS, Mac] + Copilot provides formula suggestions with explanations, helping you create new columns based on your data. Learn more. + - **Generate data insights with Copilot** [Windows, Web, iOS, Mac] + Copilot can suggest insights like summaries, trends, and outliers, returning results as charts or PivotTables to enhance your analysis. Learn more. + - **Use Copilot to highlight, filter, and sort data in Excel tables** [Windows, Web, iOS, Mac] + Transform your data by asking Copilot to format your Excel tables. You can highlight top values, filter specific entries, or sort data. For example, ask Copilot to highlight the top 3 values in a column, and it will apply conditional formatting. Learn more. + ### Microsoft Teams + - **Copilot available in a channel post conversation** [Windows, Web, Android, iOS, Mac] + Copilot can summarize and support Q&A on a channel post conversation, assisting you directly in your channel conversations. + - **Copilot to summarize and answer Q&A in Teams Chat** [Windows, Web, Android, iOS, Mac] + Copilot helps you catch up on conversations by providing summaries and answering questions in Teams chats. + - **Use Copilot in meetings, 1:1 and group calls** [Windows, Web, Android, iOS, Mac] + Get summaries, action items, and more after meetings and calls through Copilot in the side panel. + ### Outlook + - **Draft emails with Copilot in new Outlook** [Windows, Web, Mac] + Use Copilot to draft new emails from prompts, adjust length and tone, and even select parts of an email and use Copilot to rewrite those specific sections effortlessly. Learn more. + - **Get Coaching from Copilot for an email draft in new Outlook** [Web, Android, iOS, Mac] + Copilot combines AI with your Outlook data to help you craft better emails, offering suggestions on tone and message effectiveness. Learn more. + ### PowerPoint + - **Automatically add an agenda slide to your presentation** [Windows, Web, iOS, Mac] + Generate and insert an agenda slide based on your existing content, helping you prepare your audience for what's ahead. + - **Convert Word documents into presentations** [Windows, iOS, Mac] + Transform your Word documents into fully designed PowerPoint presentations, simplifying the creation process. Learn more. + - **Create a presentation from a simple prompt** [Windows, Web, iOS, Mac] + Provide a prompt and Copilot will help you generate a presentation, saving you time and effort Learn more. + - **Create presentations using your organization's templates** [Windows, Web, iOS, Mac] + Generate presentations that utilize your company's templates, ensuring consistency and alignment with your brand. Learn more. + - **Edit your presentation in Copilot chat** [Windows, Web, iOS, Mac] + Add slides, add animations, or organize your presentation in Copilot chat, streamlining your editing process. Learn more. + - **Get answers about your presentation** [Windows, Web, iOS, Mac] + Ask questions about your existing PowerPoint presentation to quickly retrieve information and insights. + - **Organize your presentation's flow easily** [Windows, Web, iOS, Mac] + Structure your slides, add sections, and insert an agenda slide to improve the overall flow of your presentation. Learn more. + - **Summarize your presentation and identify key points** [Windows, Web, iOS, Mac] + Generate summaries, highlight key slides, and identify action items from your presentation, making it easier to review and share essential information. Learn more. + ### Word + - **Apply highest sensitivity label to generated content** [Windows, Web, iOS, Mac] + Ensure your documents maintain appropriate confidentiality levels as labels are automatically updated when referencing files with higher sensitivity. + - **Draft with Copilot** [Windows, Web, iOS, Mac] + Draft new content for your blank or existing documents, helping you write faster and with ease. Learn more. + - **Get answers and enhance content with chat in Word** [Windows, Web, Mac] + Ask specific questions about your document or request additional details to enhance your content, making your writing process more efficient. Learn more. + - **Rewrite with Copilot** [Windows, Web, iOS, Mac] + Get suggestions for how to rewrite any text in your document, enhancing clarity and effectiveness. Learn more. + - **Summarize your document using chat prompts** [Windows, Web, Mac] + Ask via chat to summarize your document, highlighting key points for quick understanding and review. Learn more. + - **Use chat in Word's Viewing mode** [Windows, Mac] + Access chat while in Viewing mode to ask questions about the document's content without switching to Editing mode, improving your reading experience. Learn more. + - **Use voice prompts for assistance** [Windows, Web, Mac] + Use voice to dictate into the Copilot chat prompt field. diff --git a/copilot/which-copilot-for-your-organization.md b/copilot/which-copilot-for-your-organization.md index 48c6d9afd3c..7e44bc0eae1 100644 --- a/copilot/which-copilot-for-your-organization.md +++ b/copilot/which-copilot-for-your-organization.md @@ -6,7 +6,7 @@ f1.keywords: ms.author: mandia author: MandiOhlinger manager: laurawi -ms.date: 02/11/2025 +ms.date: 04/03/2025 ms.reviewer: audience: Admin ms.topic: get-started @@ -34,27 +34,29 @@ There are different Copilots available. ## Microsoft 365 Copilot Chat -✅ Use for work tasks -✅ Free to organizations with a Microsoft 365 license -✅ Use for personal tasks, with caution +✅ Secure with [enterprise data protection](enterprise-data-protection.md) +✅ Scalable with [pay-as-you-go](./pay-as-you-go/overview.md) +✅ Free to organizations with a Microsoft 365 license -**Microsoft 365 Copilot Chat** is available free to organizations that have a Microsoft 365 license. Copilot Chat is a prompt and response experience, and uses information from the internet (web-based chat). You can also create images and use [Copilot Pages](https://support.microsoft.com/en-us/topic/introducing-microsoft-365-copilot-pages-6674bd51-9ff5-42c4-9256-44d9428a726f) to save, edit, and share AI-generated content. +**Microsoft 365 Copilot Chat** is an AI prompt and response experience that's [grounded in the web](/copilot/privacy-and-protections#privacy-and-security-of-generated-search-queries) and powered by [large language models (LLMs)](https://azure.microsoft.com/resources/cloud-computing-dictionary/what-are-large-language-models-llms). -When you open Copilot Chat, it looks similar to the following image: +It's free to organizations that have a Microsoft 365 license. With Copilot Chat: -:::image type="content" source="media/which-copilot-for-your-organization/microsoft-365-copilot-chat.png" alt-text="Screenshot that shows Microsoft 365 Copilot Chat and sample prompts that get information from the internet with web-based chat."::: +- You can also create images and use [Copilot Pages](https://support.microsoft.com/topic/introducing-microsoft-365-copilot-pages-6674bd51-9ff5-42c4-9256-44d9428a726f) to save, edit, and share AI-generated content. +- You can use for work and education, and know that you're protected with [enterprise data protection](enterprise-data-protection.md). +- You can manage it using [IT controls for admins](/copilot/manage). -You can use Copilot Chat for personal tasks, but be cautious. Never add sensitive or proprietary work information in a prompt. +Microsoft 365 Copilot Chat is available on the web at [https://m365copilot.com](https://m365copilot.com), in the [Microsoft 365 Copilot app](https://apps.microsoft.com/detail/9wzdncrd29v9), and in Teams, Outlook, & Microsoft Edge. -Microsoft 365 Copilot Chat is available at [https://m365.cloud.microsoft/chat](https://m365.cloud.microsoft/chat), in the [Microsoft 365 Copilot app](https://apps.microsoft.com/detail/9wzdncrd29v9) that can be installed on devices, in Microsoft Edge, and when you use [Microsoft Bing](https://www.bing.com). +> [!TIP] +> If you [pin Copilot Chat](pin-copilot.md) in the Microsoft 365 Copilot app, when users go to `https://m365copilot.com`, then they're automatically redirected to `https://m365.cloud.microsoft/chat`. -If you want users in your organization to have prompt and response interchanges with information on the internet, then use Microsoft 365 Copilot Chat. +If you want users in your organization to have prompt and response interchanges with information on the internet and [enterprise data protection](enterprise-data-protection.md), then use Microsoft 365 Copilot Chat. To learn more, see: - [Learn more about Microsoft 365 Copilot Chat](/copilot/overview) -- [Read about Copilot for all: Introducing Microsoft 365 Copilot Chat](https://www.microsoft.com/microsoft-365/blog/2025/01/15/copilot-for-all-introducing-microsoft-365-copilot-chat) -- [Add apps to Microsoft Intune](/mem/intune/apps/apps-add) and [assign apps to groups](/mem/intune/apps/apps-deploy) +- [Read about Copilot for all: Introducing Microsoft 365 Copilot Chat - blog](https://www.microsoft.com/microsoft-365/blog/2025/01/15/copilot-for-all-introducing-microsoft-365-copilot-chat) ## Microsoft 365 Copilot @@ -63,16 +65,29 @@ To learn more, see: ✅ Use for personal tasks, with caution. This Copilot accesses work data. ✅ Personally licensed by end users -**Microsoft 365 Copilot** is licensed by your work organization. It includes all the features in Microsoft 365 Copilot Chat, and can be used for web-based (internet) and work-based ([Microsoft Graph](/graph/overview)) chat. +**Microsoft 365 Copilot** is licensed by your work organization. It includes features that can help end users and admins with work tasks, like: + +- Use Microsoft 365 Copilot Chat for web-based (internet) and work-based ([Microsoft Graph](/graph/overview)) chat. +- Get in-app experiences in your Microsoft 365 apps, like Teams, Word, Excel, PowerPoint, and Outlook. +- Create [Copilot Agents](/microsoft-365-copilot/extensibility/overview-declarative-agent). +- Measure insights with [Copilot Analytics](https://techcommunity.microsoft.com/blog/microsoftvivablog/introducing-copilot-analytics-to-measure-ai-impact-on-your-business/4301717). + +With a Microsoft 365 Copilot license, when you open Copilot Chat, it looks similar to the following image: + +:::image type="content" source="media/which-copilot-for-your-organization/microsoft-365-copilot-chat.png" alt-text="Screenshot that shows Microsoft 365 Copilot Chat and sample prompts that get information from the internet with web-based chat."::: When users sign in with their Microsoft Entra work or school account (`user@contoso.com`), they can use Microsoft 365 Copilot Chat **work** or **web** version: :::image type="content" source="media/which-copilot-for-your-organization/copilot-work-web.png" alt-text="Screenshot that shows Microsoft Entra users can select work or web in Microsoft 365 Copilot Chat."::: -- When users select **work**, Copilot shows results that their Microsoft Entra work or school account can access. -- When users select **web**, Copilot shows results that their Microsoft Entra work or school account can access and also shows results from the internet. +- When users select **work**, Copilot Chat is a work-based ([Microsoft Graph](/graph/overview)) chat experience. It shows results that their Microsoft Entra work or school account can access. + +- When users select **web**, Copilot Chat shows results that their Microsoft Entra work or school account can access, and also shows results from the internet. + + To learn about data privacy, see: -With your Microsoft 365 Copilot license, you can use Copilot in Microsoft 365 apps, like Teams and Word, use [Copilot Agents](https://support.microsoft.com/topic/get-started-with-agents-for-microsoft-365-copilot-169469d7-328d-4d37-9090-bfc2058a39bd), and use [Copilot Analytics](https://techcommunity.microsoft.com/blog/microsoftvivablog/introducing-copilot-analytics-to-measure-ai-impact-on-your-business/4301717). These features can help end users and admins with work tasks. + - [Data, privacy, and security for web search in Microsoft 365 Copilot and Microsoft 365 Copilot Chat](manage-public-web-access.md) + - [Enterprise data protection in Microsoft 365 Copilot and Microsoft 365 Copilot Chat](enterprise-data-protection.md) Copilot accesses data that your Microsoft Entra account has access to, like your emails and files. So, you can use Microsoft 365 Copilot to: @@ -162,7 +177,7 @@ To learn more, see [What is Microsoft Security Copilot?](/copilot/security/micro ✅ Licensed by your work organization ✅ Free for some people, like verified students and teachers -**GitHub Copilot** is an AI coding assistant that can help you write code faster. This Copilot is typically licensed by your work organization and is also free for some people, like verified students and teachers. +**GitHub Copilot** is an AI coding assistant that can help you write code faster. This Copilot is licensed by your work organization and is also free for some people, like verified students and teachers. You can use GitHub Copilot to: @@ -203,3 +218,4 @@ To learn more, see: - [Microsoft 365 Copilot overview](microsoft-365-copilot-overview.md) - [Microsoft 365 Copilot adoption](https://adoption.microsoft.com/copilot/) - [Unified cloud.microsoft domain for Microsoft 365 apps](/microsoft-365/enterprise/cloud-microsoft-domain) +- [Get your data ready for Microsoft 365 Copilot - Admin guide for E3 + SAM licenses](microsoft-365-copilot-e3-guide.md) diff --git a/microsoft-365/admin/TOC.yml b/microsoft-365/admin/TOC.yml index 060fd324822..9ac59215fdb 100644 --- a/microsoft-365/admin/TOC.yml +++ b/microsoft-365/admin/TOC.yml @@ -300,6 +300,8 @@ items: href: activity-reports/email-activity-ww.md - name: Email apps usage href: activity-reports/email-apps-usage-ww.md + - name: Exchange Web Services usage + href: activity-reports/ews-usage.md - name: Forms activity href: activity-reports/forms-activity-ww.md - name: Mailbox usage @@ -557,7 +559,7 @@ items: - name: Contact support href: get-help-support.md - name: Find support phone numbers - href: support-contact-info.md + href: https://support.microsoft.com/topic/customer-service-phone-numbers-c0389ade-5640-e588-8b0e-28de8afeb3f2#ID0EBBD=signinorgid - name: Navigation guide href: ../microsoft-365-docs-navigation-guide.md?bc=%2foffice365%2fadmin%2fbreadcrumb%2ftoc.json&toc=%2foffice365%2fadmin%2ftoc.json diff --git a/microsoft-365/admin/activity-reports/activity-reports.md b/microsoft-365/admin/activity-reports/activity-reports.md index 3ffc9358491..4735cfd791a 100644 --- a/microsoft-365/admin/activity-reports/activity-reports.md +++ b/microsoft-365/admin/activity-reports/activity-reports.md @@ -211,6 +211,10 @@ Whenever you delete a user's account, Microsoft will delete that user's usage da However, when you select a particular day, up to 28 days from the current date, the report show the user's usage for that day in the User Details table. +## How do I interpret the last activity date in user, group, or site details in the usage reports? + +The last activity date in user, group, or site details represents the most recent date on which a user performed any intentional activity within the app, regardless of the selected time period of the past 7/30/90/180 days. + ## Related content [Microsoft 365 usage analytics](../usage-analytics/usage-analytics.md) (article)\ diff --git a/microsoft-365/admin/activity-reports/browser-usage-report.md b/microsoft-365/admin/activity-reports/browser-usage-report.md index 08894febb42..30a9918ab50 100644 --- a/microsoft-365/admin/activity-reports/browser-usage-report.md +++ b/microsoft-365/admin/activity-reports/browser-usage-report.md @@ -1,6 +1,6 @@ --- title: "Microsoft 365 admin center browser usage reports" -ms.author: waxiaoyu +ms.author: scotv author: efrene manager: scotv ms.date: 03/09/2021 diff --git a/microsoft-365/admin/activity-reports/email-apps-usage-ww.md b/microsoft-365/admin/activity-reports/email-apps-usage-ww.md index 201ae139d0a..ac4a4f8f6c9 100644 --- a/microsoft-365/admin/activity-reports/email-apps-usage-ww.md +++ b/microsoft-365/admin/activity-reports/email-apps-usage-ww.md @@ -1,7 +1,7 @@ --- title: "Microsoft 365 admin center email apps usage reports" -ms.author: efrene -author: efrene +ms.author: camillepack +author: camillepack manager: scotv ms.date: 06/24/2024 audience: Admin diff --git a/microsoft-365/admin/activity-reports/ews-usage.md b/microsoft-365/admin/activity-reports/ews-usage.md new file mode 100644 index 00000000000..7c7cb8faf68 --- /dev/null +++ b/microsoft-365/admin/activity-reports/ews-usage.md @@ -0,0 +1,67 @@ +--- +title: "Microsoft 365 Reports in the admin center – EWS usage" +ms.author: camillepack +author: camillepack +manager: scotv +ms.date: 03/18/2025 +audience: Admin +ms.topic: concept-article +ms.service: microsoft-365-business +ms.localizationpriority: medium +ms.collection: +- Tier2 +- scotvorg +- M365-subscription-management +- Adm_O365 +- Adm_NonTOC +search.appverid: +- BCS160 +- MST160 +- MET150 +- MOE150 +description: "Learn about using the Microsoft 365 Exchange Web Services (EWS) report in the Microsoft 365 admin center." +--- + +# Microsoft 365 Reports in the admin center – EWS usage + +The Microsoft 365 Reports dashboard shows you the activity overview across the products in your organization. It enables you to drill into individual product level reports to give you more granular insight about the activities within each product. For information about available reports, see [Microsoft 365 Reports in the admin center](activity-reports.md). The Exchange Web Services (EWS) usage report displays the SOAP actions used by each application calling EWS in your organization. It also shows the successful-call volume for each SOAP action. This information enables you to coordinate with the application owners to ensure they're preparing for the EWS [deprecation in October 2026](https://techcommunity.microsoft.com/blog/exchange/retirement-of-exchange-web-services-in-exchange-online/3924440). + +## How to get to the email apps report + +1. In the admin center, go to the **Reports** > Usage page. +2. From the **Overview** page, select **Exchange** > **EWS Usage**. + +## Interpret the email activity report + +To review the applications using EWS within your organization, examine the **Usage Trend** and **Usage Details** sections. Additionally, summarized information at the top provides an overview of the overall usage. + +:::image type="content" source="../../media/exchange-web-usage-report.png" alt-text="Screenshot of the Exchange Web Services (EWS) report." lightbox="../../media/exchange-web-usage-report.png"::: + +You can filter the EWS Usage report by the last 7, 30, 90, or 180 days. + +> [!NOTE] +> Usage data is collected and aggregated weekly, not daily. + +## Summary Data + +There are two summary headers on the top of the page: + +- **Active apps** indicates the number of unique apps that sent at least one request to EWS during the selected period. +- **Daily average call volume** indicates the average number of daily requests from active apps during the selected period. + +## Usage trend chart + +The usage trend chart displays the projected EWS usage trend in your tenant, using weekly data points that summarize all active apps in your tenant utilizing EWS during that week. The Y-axis represents the number of apps, and the X-axis indicates the first date of the week within the selected period. + +## Usage details table + +The following table provides a breakdown of the EWS Usage per SOAP action by each active application in your tenant during the selected period. Columns can't be customized. + +|Item |Description | +|---------|---------| +|Application ID |The Microsoft Entra identifier for the register application | +|SOAP Action |The specific Exchange Web Service SOAP action executed | +|Call Volume |The number of SOAP action calls in the given period | +|Last Activity date (UTC) |The last date of activity recorded for that app and SOAP action | + +You can also export the report data into an Excel .csv file, by selecting the **Export** link. diff --git a/microsoft-365/admin/activity-reports/forms-activity-ww.md b/microsoft-365/admin/activity-reports/forms-activity-ww.md index c3a41c72783..84e76393a9c 100644 --- a/microsoft-365/admin/activity-reports/forms-activity-ww.md +++ b/microsoft-365/admin/activity-reports/forms-activity-ww.md @@ -2,8 +2,8 @@ title: "Microsoft 365 admin center forms activity reports" f1.keywords: - NOCSH -ms.author: efrene -author: efrene +ms.author: camillepack +author: camillepack manager: scotv ms.date: 11/10/2020 audience: Admin diff --git a/microsoft-365/admin/activity-reports/forms-pro-activity-ww.md b/microsoft-365/admin/activity-reports/forms-pro-activity-ww.md index 01c4316c08f..f9b01ee1c76 100644 --- a/microsoft-365/admin/activity-reports/forms-pro-activity-ww.md +++ b/microsoft-365/admin/activity-reports/forms-pro-activity-ww.md @@ -2,8 +2,8 @@ title: "Microsoft Dynamics 365 customer voice activity reports" f1.keywords: - NOCSH -ms.author: efrene -author: efrene +ms.author: camillepack +author: camillepack manager: scotv ms.date: 11/10/2020 audience: Admin diff --git a/microsoft-365/admin/activity-reports/mailbox-usage.md b/microsoft-365/admin/activity-reports/mailbox-usage.md index 9a53568452a..8f3a579d130 100644 --- a/microsoft-365/admin/activity-reports/mailbox-usage.md +++ b/microsoft-365/admin/activity-reports/mailbox-usage.md @@ -1,7 +1,7 @@ --- title: "Microsoft 365 admin center mailbox usage reports" -ms.author: efrene -author: efrene +ms.author: camillepack +author: camillepack manager: scotv ms.date: 11/27/2023 audience: Admin @@ -21,12 +21,12 @@ search.appverid: - MOE150 - GEA150 ms.assetid: beffbe01-ce2d-4614-9ae5-7898868e2729 -description: "Learn how to get the Mailbox usage report to find out about activity levels for users with a user mailbox, as well as storage and quota information for each." +description: "Learn how to get the Mailbox usage report to find out about activity levels for users with a user mailbox, and storage and quota information for each." --- # Microsoft 365 Reports in the admin center - Mailbox usage -The **Mailbox usage report** provides information about users with a user mailbox and the level of activity by each based on the email send, read, create appointment, send meeting, accept meeting, decline meeting and cancel meeting activity. It also provides information about how much storage has been consumed by each user mailbox, and how many of them are approaching storage quotas. The mailbox usage report also contains information on mailboxes shared amongst users, providing storage and quota data on shared mailboxes. +The **Mailbox usage report** provides information about users with a user mailbox and the level of activity by each based on the email send, read, create appointment, send meeting, accept meeting, decline meeting and cancel meeting activity. It also provides information about how much storage has been consumed by each user mailbox, and how many of them are approaching storage quotas. The mailbox usage report also contains information on mailboxes shared among users, providing storage and quota data on shared mailboxes. ## How to get to the mailbox usage report @@ -36,22 +36,28 @@ The **Mailbox usage report** provides information about users with a user mailbo ## Interpret the Mailbox usage report -You can get a view into your organization's mailbox usage by looking at the **Mailbox**, **Storage** and **Quota** charts. +You can get a view into your organization's mailbox usage by looking at the **Mailbox**, **Storage, and **Quota** charts. -To access shared mailbox information, change the drop-down selection at the top right of the charts to **Shared**. If your tenant does not have shared mailboxes, you will not be able to view any shared mailbox information. +To access shared mailbox information, change the drop-down selection at the top right of the charts to **Shared**. If your tenant doesn't have shared mailboxes, you will not be able to view any shared mailbox information. > [!NOTE] -> You will not currently be able to export the summary chart information for shared mailboxes. This is a known issue and will be corrected in a future iteration. +> You won't currently be able to export the summary chart information for shared mailboxes. This is a known issue and will be corrected in a future iteration. :::image type="content" alt-text="Mailbox usage report." source="../../media/9f610e91-cbc1-4e59-b824-7b1ddd84b738.png" lightbox="../../media/9f610e91-cbc1-4e59-b824-7b1ddd84b738.png"::: -The **Mailbox usage** report can be viewed for trends over the last 7 days, 30 days, 90 days, or 180 days. However, if you select a particular day in the report, the table will show data for up to 28 days from the current date (not the date the report was generated). The data in each report usually covers up to the last 24 to 48 hours. - -The **Mailbox usage** report does not include **Recoverable Items** as they are included in the **Recoverable Items mailbox quota**. +The **Mailbox usage** report can be viewed for trends over the last 7 days, 30 days, 90 days, or 180 days. However, if you select a particular day in the report, the table shows data for up to 28 days from the current date (not the date the report was generated). The data in each report usually covers up to the last 24 to 48 hours. ### The Mailbox chart -The **Mailbox** chart shows you the total number of user or shared mailboxes in your organization, and the total number of user mailboxes that are active on any given day of the reporting period. A user mailbox is considered active if it had an email send, read, create appointment, send meeting, accept meeting, decline meeting and cancel meeting activity. +The **Mailbox** chart shows you the total number of user or shared mailboxes in your organization, and the total number of user mailboxes that are active on any given day of the reporting period. A user mailbox is considered active if it had an email do at least one of the following: + +- Send +- Read +- Create appointment +- Send meeting +- Accept meeting +- Decline meeting +- Cancel meeting activity > [!NOTE] > Shared mailboxes do not have activity independent of a user mailbox so only a count of shared mailboxes will be shown when this mailbox type is selected. @@ -112,7 +118,7 @@ This table shows you a breakdown of mailbox usage at the per mailbox level. You To learn more about the recoverable items folder, see [Recoverable Items folder in Exchange Online](/exchange/security-and-compliance/recoverable-items-folder/recoverable-items-folder#recoverable-items-mailbox-quotas). -If your organization's policies prevents you from viewing reports where user information is identifiable, you can change the privacy setting for all these reports. Check out the **Hide user details in the reports** section in the [Activity Reports in the Microsoft 365 admin center](activity-reports.md). +If your organization's policies prevent you from viewing reports where user information is identifiable, you can change the privacy setting for all these reports. Check out the **Hide user details in the reports** section in the [Activity Reports in the Microsoft 365 admin center](activity-reports.md). Select **Choose columns** to add or remove columns from the report.
:::image type="content" alt-text="Mailbox usage report - choose columns." source="../../media/ea3d0b18-6ac6-41b0-9bb9-4844f040ea75.png"::: diff --git a/microsoft-365/admin/activity-reports/microsoft-365-copilot-organizational-messages.md b/microsoft-365/admin/activity-reports/microsoft-365-copilot-organizational-messages.md index 528b485d792..06ec1faa585 100644 --- a/microsoft-365/admin/activity-reports/microsoft-365-copilot-organizational-messages.md +++ b/microsoft-365/admin/activity-reports/microsoft-365-copilot-organizational-messages.md @@ -3,7 +3,7 @@ title: "Microsoft 365 Copilot features adoption using organizational messages" ms.author: camillepack author: camillepack manager: scotv -ms.date: 10/16/2023 +ms.date: 03/18/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -28,7 +28,7 @@ description: "Learn how you can use organizational messages to help with the ado # Microsoft 365 Copilot features adoption using organizational messages -Organizational messages enable Enterprise administrators to deliver clear, actionable in-product messages to users of Microsoft 365 experiences. To learn more about organizational messages, see [Organizational Messages in Adoption Score](../adoption/organizational-messages.md) and [Organizational Messages in Intune](/mem/intune/remote-actions/organizational-messages-prerequisites). +Organizational messages enable Enterprise administrators to deliver clear, actionable in-product messages to users of Microsoft 365 experiences. To learn more about organizational messages, see [Organizational Messages in Adoption Score](../adoption/organizational-messages.md) and [Organizational Messages in the Microsoft 365 admin center](/microsoft-365/admin/misc/organizational-messages-microsoft-365). To help with the adoption of Microsoft 365 Copilot features, organizational messages in Microsoft 365 usage analytics report enable admins to send messages to their Microsoft 365 licensed users who haven't recently used any Copilot features. In the pipeline, we're planning to expand organizational messages across platforms like Teams, Outlook, Excel, PowerPoint, and Word to further enhance the adoption of specific Copilot features. @@ -40,7 +40,7 @@ To preview organizational messages in the Microsoft 365 Copilot usage report, yo - Organizational Message Writer -The Organizational Message Writer role is a built-in role that allows assigned admins to view and configure organizational messages for their tenant. Note that this role doesn't grant access to user-level details in usage reports or the ability to modify permission settings. To learn more about the Organizational Message Writer role, see [About admin roles](../add-users/about-admin-roles.md). +The Organizational Message Writer role is a built-in role that allows assigned admins to view and configure organizational messages for their tenant. This role doesn't grant access to user-level details in usage reports or the ability to modify permission settings. To learn more about the Organizational Message Writer role, see [About admin roles](../add-users/about-admin-roles.md). The global administrator can assign the Organizational Messages Writer role to an admin user by following these steps: @@ -66,18 +66,18 @@ Select **Schedule message** within the recommendation card and follow these step ### Step 1: Select message content -Within the **Message** section of the Organizational messages panel, choose one from the set of the pre-made content, each containing a title, message, and link for your users to visit when they interact with the message. You can then review what the message will look like to your targeted users within the **Preview** section. In the preview, we support the Windows 11 notification and Teaching popover in new Teams. +Within the **Message** section of the Organizational messages panel, choose one from the set of the premade content, each containing a title, message, and link for your users to visit when they interact with the message. You can then review what the message looks like to your targeted users within the **Preview** section. In the preview, we support the Windows 11 notification and Teaching popover in new Teams. :::image type="content" source="../../media/copilot-notification-for-org.png" alt-text="Screenshot showing the notification pop-up for Copilot."::: *The users see the Windows 11 notification recommending they use Microsoft 365 Copilot.* >[!NOTE] -> Messages will align with your computer's system language settings. We currently support 15 languages. If your language is not among them, we will default to the nearest available option. [Check the appendix to see which languages are supported](#appendix). +> Messages align with your computer's system language settings. We currently support 15 languages. If your language isn't among them, we'll default to the nearest available option. [Check the appendix to see which languages are supported](#appendix). :::image type="content" source="../../media/from-your-admin-teams.png" alt-text="Screenshot showing the notification pop-up in Teams from the admin to use Copilot."::: -*The users see Teams in-product Teaching Popovers in the new Teams recommending they use Copilot in Teams.* +*The users see Microsoft Teams in-product Teaching Popovers in the new Teams recommending they use Copilot in Teams.* >[!NOTE] > Organizational messages will only show up in the new Teams. @@ -100,7 +100,7 @@ Once you're satisfied with the configuration of your message, check the acknowle ## What’s next? -The Organizational message will start sending on your provided start date. You can confirm the status of your message within the recommendation card and/or by selecting **View details**. If you need to make any changes, you can cancel the current message within the details panel and create a new one by repeating the previously described process. +The Organizational message starts sending on your provided start date. You can confirm the status of your message within the recommendation card and/or by selecting **View details**. If you need to make any changes, you can cancel the current message within the details panel and create a new one by repeating the previously described process. ## FAQ diff --git a/microsoft-365/admin/activity-reports/microsoft-copilot-usage.md b/microsoft-365/admin/activity-reports/microsoft-copilot-usage.md index c6f33970cfe..0e553568ab0 100644 --- a/microsoft-365/admin/activity-reports/microsoft-copilot-usage.md +++ b/microsoft-365/admin/activity-reports/microsoft-copilot-usage.md @@ -24,7 +24,7 @@ description: "Learn about the Microsoft 365 Copilot Chat usage report and gain i The Microsoft 365 Copilot Chat usage dashboard provides insights into active usage of Microsoft 365 Copilot Chat. The report includes total active users, average daily active users, and active users per app (for example, Microsoft 365 Copilot (app) and Microsoft Edge). Usage insights can be viewed as totals and trends for the past 7, 30, 90, or 180-day periods. The report also shows the last activity date per user, anonymized by default. To view all reports, check out [Microsoft 365 Reports in the admin center overview](activity-reports.md). > [!NOTE] -> The report is currently limited to just the usage of Microsoft 365 Copilot Chat in the Microsoft 365 Copilot (app), Microsoft Edge, and to users without a Microsoft 365 license. Additional apps will be added over time. In addition, the earliest date on which usage history is available for this report is September 15th, 2024. +> The total count of active users and the average daily active users encompass all usage of Microsoft 365 Copilot Chat in Teams, Outlook, Copilot.cloud.microsoft, Microsoft 365 Copilot (app), and the Microsoft Edge sidebar for users without a Microsoft 365 license. Currently, the breakdown of active users is limited to the usage of Microsoft 365 Copilot Chat in Microsoft 365 Copilot (app) and Microsoft Edge. The breakdown of active users for Teams, Outlook, and Copilot.cloud.microsoft will be added over time. In addition, the earliest date on which usage history is available for this report is September 15th, 2024. ## How do I get to the Microsoft 365 Copilot Chat usage report? @@ -78,7 +78,7 @@ You can also export the report data into an Excel .csv file by selecting the **E |-----------------------------|-----------------------------------------------------------------------------| | **Username** | The user's principal name. | | **Display name** | The full name of the user. | -| **Last activity date (UTC)**| The most recent date on which the user sent a message to Microsoft 365 Copilot Chat in Microsoft Edge or the Microsoft 365 Copilot (app), dating back to September 15, 2024. This date remains fixed even if the timeframe of the report is changed. | +| **Last activity date (UTC)**| The most recent date on which the user sent a message to Microsoft 365 Copilot Chat in Teams, Outlook, Copilot.cloud.microsoft, Microsoft Edge, or the Microsoft 365 Copilot (app), dating back to September 15, 2024. This date remains fixed even if the timeframe of the report is changed. | ## User-specific data de-anonymous/anonymous setting @@ -87,3 +87,9 @@ By default, usernames and display names in the Microsoft 365 Copilot Chat report 1. In the Microsoft 365 admin center, go to the **Settings** > **Org Settings**, and under the **Services** tab, choose **Reports**. 2. Select **Reports**, and update the setting to “Display Concealed user, group, and site names in all reports”. 3. Select **Save**. + +## FAQ + +### Does this report include only the Copilot Chat usage for users without a Microsoft 365 Copilot license in the organization? + +Yes. To view Copilot Chat usage of Microsoft 365 Copilot licensed users in the organization, refer to the [Microsoft 365 Copilot usage report](microsoft-365-copilot-usage.md) in the Microsoft 365 admin center. diff --git a/microsoft-365/admin/activity-reports/microsoft-teams-apps-usage.md b/microsoft-365/admin/activity-reports/microsoft-teams-apps-usage.md index 5eacab5db1c..21fc3320d6d 100644 --- a/microsoft-365/admin/activity-reports/microsoft-teams-apps-usage.md +++ b/microsoft-365/admin/activity-reports/microsoft-teams-apps-usage.md @@ -1,7 +1,7 @@ --- title: "Microsoft 365 admin center Teams app usage reports" -ms.author: efrene -author: efrene +ms.author: camillepack +author: camillepack manager: scotv ms.date: 1/25/2024 audience: Admin diff --git a/microsoft-365/admin/activity-reports/microsoft365-apps-usage-ww.md b/microsoft-365/admin/activity-reports/microsoft365-apps-usage-ww.md index 06aece325d2..0449c62e1c9 100644 --- a/microsoft-365/admin/activity-reports/microsoft365-apps-usage-ww.md +++ b/microsoft-365/admin/activity-reports/microsoft365-apps-usage-ww.md @@ -3,7 +3,7 @@ title: "Microsoft 365 admin center apps usage reports" ms.author: camillepack author: camillepack manager: scotv -ms.date: 03/07/2025 +ms.date: 03/17/2025 audience: Admin ms.topic: article ms.service: microsoft-365-business @@ -41,8 +41,7 @@ For example, you can understand the activity of each user licensed to use Micros You can get a view into your user's Microsoft 365 Apps activity by looking at the **Users** and **Platform** charts. -> [!div class="mx-imgBorder"] -> ![Microsoft 365 Apps usage report.](../../media/0bcf67e6-a6e4-4109-a215-369f9f20ad84.png) +:::image type="content" source="../../media/microsoft365-apps-usage-ww/microsoft-365-apps-usage-report.png" alt-text="Diagram that shows the Microsoft 365 Apps usage report in the Microsoft 365 admin center." lightbox="../../media/microsoft365-apps-usage-ww/microsoft-365-apps-usage-report.png"::: The **Microsoft 365 Apps usage** report can be viewed for trends over the last 7 days, 30 days, 90 days, or 180 days. However, if you select a particular day in the report, the table will show data for up to 28 days from the current date (not the date the report was generated). @@ -125,7 +124,7 @@ The table shows you a breakdown of data at the per-user level. You can add or re | Activity on Teams (web) | Indicates if the user was active on Teams for web during the specified time period.| > [!NOTE] -> **Outlook for Windows migration process** view, and the columns ‘Activity in classic Outlook’ and ‘Activity in new Outlook’ in table are only available in the **Public** environment. +> **Outlook for Windows migration process** view, and the columns 'Activity in classic Outlook' and 'Activity in new Outlook' in table are only available in the **Public** environment. The other columns identify if the user was active on that platform for that app (within Microsoft 365 Apps) in the period selected. diff --git a/microsoft-365/admin/activity-reports/sharepoint-site-usage-ww.md b/microsoft-365/admin/activity-reports/sharepoint-site-usage-ww.md index fbda55bec42..46fa62d3593 100644 --- a/microsoft-365/admin/activity-reports/sharepoint-site-usage-ww.md +++ b/microsoft-365/admin/activity-reports/sharepoint-site-usage-ww.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: camillepack author: camillepack manager: scotv -ms.date: 01/30/2024 +ms.date: 04/01/2025 audience: Admin ms.topic: article ms.service: microsoft-365-business @@ -68,7 +68,7 @@ The **SharePoint site usage** report can be viewed for trends over the last 7 da |Metric|Description| |:-----|:-----| -|Site URL |The full URL of the site. Note: The URL will be empty temporarily. | +|Site URL |The full URL of the site. | |Deleted |The deletion status of the site. It takes at least 7 days for sites to be marked as deleted. | |Site owner |The username of the primary owner of the site. | |Site owner principal name |The email address of the owner of the site. | @@ -91,6 +91,6 @@ The **SharePoint site usage** report can be viewed for trends over the last 7 da | Site ID | The site ID of the site. | >[!NOTE] -> The SharePoint site URL may not be displayed in related usage reports. To display the site URL, you can use PowerShell. To follow the steps, see [Use PowerShell to resolve site URLs](resolve-site-urls.md). +>The SharePoint site URL will not be displayed if [BYOK](/azure/information-protection/byok-price-restrictions) or [Customer Lockbox](/azure/security/fundamentals/customer-lockbox-overview) is enabled. If you meet the requirement, submit a request via [ODSP Site URLs Displaying Request](https://forms.office.com/r/16hLY6na5W). The site URL will be visible within one week. If the requirement is not met, you can use PowerShell. To follow the steps, see [Use PowerShell to resolve site URLs](resolve-site-urls.md). Note that you may see differences between the sites listed above and those listed on the [Active sites page](https://go.microsoft.com/fwlink/?linkid=2185220) in the [SharePoint admin center](https://go.microsoft.com/fwlink/?linkid=2185219), from Sites > Active sites because the certain site templates and URLs are not included as Active Sites. See [Manage sites in the SharePoint admin center](/sharepoint/manage-sites-in-new-admin-center) for more information. \ No newline at end of file diff --git a/microsoft-365/admin/add-users/about-admin-roles.md b/microsoft-365/admin/add-users/about-admin-roles.md index 5c59f33fc41..61de618a0bf 100644 --- a/microsoft-365/admin/add-users/about-admin-roles.md +++ b/microsoft-365/admin/add-users/about-admin-roles.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 06/24/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: overview ms.service: microsoft-365-business @@ -134,18 +134,16 @@ Before the partner can assign these roles to users, you must add the partner as ## Volume licensing roles -Permissions to volume licensing information in Microsoft 365 admin center are controlled by the VL Agreement Administrators in Volume Licensing Service Center (VLSC), even for VL roles that predominantly use functionality in the Microsoft 365 admin center rather than VLSC. +Volume licensing (VL) agreement administrators access their volume licenses in Microsoft 365 admin center. -- Some volume licensing (VL) functionality is now available in Microsoft 365 admin center in a new volume licensing blade visible only to volume licensing users only. +- VL administrators don't have permissions to any other admin center information or functionality outside the VL section. -- Volume licensing users see no other Microsoft 365 admin center information or functionality. +- Global admins don't assign any VL roles and don't need to assign any admin role to a VL administrator for them to be able to access the VL agreement. -- Microsoft 365 admin center Global Admins have no role in assigning VL user permissions and do not need to assign any admin permissions to VL users for them to see the volume licensing blade. +- Global admins don't have access to VL information or functionality in admin center, unless they are assigned a VL role by a VL administrator. -- Volume licensing users must first register on the Volume Licensing Service Center (VLSC), where all roles and permissions for volume licensing functions is managed. +- For more information, see [Manage volume licensing user roles](../../commerce/licenses/manage-user-roles-vl.md) or [contact the Volume Licensing Support team](/licensing/contact-us). -- For more information about volume licensing in Microsoft 365 admin center, see [Frequently Asked Questions for the Volume Licensing Service Center](/licensing/vlsc-faqs-home-page) or [contact the Volume Licensing Service team](/licensing/contact-us). - ## Related content [Assign admin roles](assign-admin-roles.md) (article)\ diff --git a/microsoft-365/admin/add-users/about-guest-users.md b/microsoft-365/admin/add-users/about-guest-users.md index 64d4fbbfc2f..02477269a5f 100644 --- a/microsoft-365/admin/add-users/about-guest-users.md +++ b/microsoft-365/admin/add-users/about-guest-users.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/30/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: overview ms.service: microsoft-365-business diff --git a/microsoft-365/admin/add-users/add-users.md b/microsoft-365/admin/add-users/add-users.md index 2aa87bb3b76..a27f97efb15 100644 --- a/microsoft-365/admin/add-users/add-users.md +++ b/microsoft-365/admin/add-users/add-users.md @@ -26,7 +26,7 @@ ms.custom: search.appverid: - MET150 description: "Learn how to give each team member a user account so they can have Microsoft 365 licenses, sign-in credentials, and Microsoft 365 mailboxes." -ms.date: 08/21/2023 +ms.date: 03/14/2025 --- # Add users and assign licenses at the same time @@ -71,13 +71,12 @@ Check out this video and others on our [YouTube channel](https://go.microsoft.co 2. Go to **Users** > **Active users**, and select **Add a user**. 3. In the **Set up the basics** pane, fill in the basic user information, and then select **Next**. - - **Name** Fill in the first and last name, display name, and username. - - **Domain** Choose the domain for the user's account. For example, if the user's username is Jakob, and the domain is contoso.com, they'll sign in by using jakob@contoso.com. - - **Password settings** Choose to use the autogenerated password or to create your own strong password for the user. + - **Name** - Fill in the first and last name, display name, and username. + - **Domains** - Choose the domain for the user's account. For example, if the user's username is Jakob, and the domain is contoso.com, they'll sign in by using jakob@contoso.com. + - **Password settings** - Choose to use the autogenerated password or to create your own strong password for the user. - The user must change their password after 90 days. Or you can choose to **Require this user to change their password when they first sign in**. - - Choose whether you want to send the password in email when the user is added. 4. In the **Assign product licenses** pane, select the location and the appropriate license for the user. If you don't have any licenses available, you can still add a user and buy additional licenses. Expand **Apps** and select or deselect apps to limit the apps the user has a license for. Select **Next**. -5. In the **Optional settings** pane, expand **Roles** to make this user an admin. Expand **Profile info** to add additional information about the user. +5. In the **Optional settings** pane, expand **Roles** if you want to make this user an admin. Expand **Profile info** to add additional information about the user. 6. Select **Next**, review your new user's settings, make any changes you like, then select **Finish adding**, then **Close**. ## Add a user in the admin simplified view @@ -105,7 +104,6 @@ If you're seeing this page in the admin center, you're on the **admin simplified - **Automatically create a password** Choose to use the autogenerated password or to create your own strong password for the user. - The user must change their password after 90 days. Or you can choose to **Require this user to change their password when they first sign in**. - Choose whether you want to send the password in email when the user is added. - - **Send password in email upon completion** - Choose whether you want to send the password in email when the user is added. 4. In the **Assign product licenses** pane, select the location and the appropriate license for the user. If you don't have any licenses available, you can still add a user and buy additional licenses. Expand **Apps** and select or deselect apps to limit the apps the user has a license for. Select **Next**. 5. In the **Optional settings** pane, expand **Roles** to make this user an admin. Expand **Profile info** to add additional information about the user. 6. Select **Next**, review your new user's settings, make any changes you like, then select **Finish adding**, then **Close**. diff --git a/microsoft-365/admin/add-users/assign-admin-roles.md b/microsoft-365/admin/add-users/assign-admin-roles.md index 9d8afe9c1e1..23f276e71e4 100644 --- a/microsoft-365/admin/add-users/assign-admin-roles.md +++ b/microsoft-365/admin/add-users/assign-admin-roles.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 06/25/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business diff --git a/microsoft-365/admin/add-users/change-a-user-name-and-email-address.md b/microsoft-365/admin/add-users/change-a-user-name-and-email-address.md index 6dae60f76b9..794c79b8832 100644 --- a/microsoft-365/admin/add-users/change-a-user-name-and-email-address.md +++ b/microsoft-365/admin/add-users/change-a-user-name-and-email-address.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/29/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business diff --git a/microsoft-365/admin/add-users/reset-passwords.md b/microsoft-365/admin/add-users/reset-passwords.md index fd6cd6e55ae..b7b54bc6699 100644 --- a/microsoft-365/admin/add-users/reset-passwords.md +++ b/microsoft-365/admin/add-users/reset-passwords.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/30/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -115,7 +115,7 @@ These steps work for a business with tens of users. If you have hundreds or thou 2. Select the option next to **Display name** to select everyone in your business. Then unselect yourself. You can't reset your own password at the same time you reset everyone else's password. -3. Select **Reset password**. +3. Select **Reset password** from the top row. 4. Follow the instructions on the **Reset password** page, and select **Reset password**. If you opted for autogenerating the passwords, the new temporary passwords are displayed. diff --git a/microsoft-365/admin/add-users/set-password-to-never-expire.md b/microsoft-365/admin/add-users/set-password-to-never-expire.md index bfc0e62b57b..248a47e73e2 100644 --- a/microsoft-365/admin/add-users/set-password-to-never-expire.md +++ b/microsoft-365/admin/add-users/set-password-to-never-expire.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 09/30/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business diff --git a/microsoft-365/admin/admin-overview/admin-center-overview.md b/microsoft-365/admin/admin-overview/admin-center-overview.md index 3718db7c099..e5817ade65e 100644 --- a/microsoft-365/admin/admin-overview/admin-center-overview.md +++ b/microsoft-365/admin/admin-overview/admin-center-overview.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: efrene author: efrene manager: scotv -ms.date: 10/23/2023 +ms.date: 03/19/2025 audience: Admin ms.topic: article ms.service: microsoft-365-business @@ -53,8 +53,10 @@ Here are the features and settings you'll find in the left-hand navigation of th |Menu|What it's for| |---|---| |**Home**|This is the landing page in the admin center. You'll see where to manage users, billing, service health, and reports.| +|**Copilot**|Manage everything related to Copilot. View insights about how people are using and learning about Copilot, assign licenses, find training, change settings, and more.| |**Users**|Create and manage users in your organization, like employees or students. You can also set their permission level or reset their passwords.| -|**Groups**|Create and manage groups in your organization, such as a Microsoft 365 group, distribution group, security group, or shared mailbox. Learn how to [create](../create-groups/create-groups.md) and [manage](../create-groups/manage-groups.md) groups.| +|**Teams and groups**|Create and manage groups in your organization, such as a Microsoft 365 group, Microsoft 365 Teams, distribution group, security group, or shared mailbox. Learn how to [create](../create-groups/create-groups.md) and [manage](../create-groups/manage-groups.md) groups.| +|**Roles**|Assign Microsoft Entra (Microsoft Entra ID) built-in roles to users who need access to other admin centers and resources in Microsoft Entra ID, such as users, groups, and apps that use Microsoft Graph API.| |**Resources**|Create and manage resources, like a SharePoint site collection. Learn how to [create site collections](/sharepoint/create-site-collection).| |**Billing**|View, purchase, or cancel subscriptions for your organization. View past billing statements or view the number of assigned licenses to individual users. Learn how to [manage billing](../../commerce/index.yml).| |**Support**|View existing service requests or create new ones. Learn more in [Contact support for business products - Admin Help](../../business-video/get-help-support.md).| @@ -91,11 +93,13 @@ Under **Your organization** on the **Users** tab is a list of people who can acc On the **Teams** tab, create a new team or manage existing teams. You can manage the members of a team or select the three dots (more actions) to change other Teams settings. -On the **Subscriptions** tab, add more products, add licenses, or use the three dots (more actions) menu to modify licenses or payment method. +On the **Products** tab, add more products, add licenses, or use the three dots (more actions) menu to modify licenses or payment method. + +On the **Upcoming changes** tab, view relevant announcements about new and updated features to Microsoft 365 apps. On the **Learn** tab, browse videos and articles about the admin center and other Microsoft 365 features. To explore more advanced features of the admin center, open the navigation menu and expand the headings to see more. Select **Show all** to see everything in the navigation menu or use the search bar to quickly find what you're looking for. -If you need assistance, select **Help & support**. Search for topic you want help with and view the recommended solution or select the headset to contact support, and then enter your question and contact information. +If you need assistance, select **Help & support** (the headphones icon). Search for topic you want help with and view the recommended solution or select the headset to contact support, and then enter your question and contact information. ## Watch: The admin center in dashboard view @@ -148,7 +152,7 @@ If you have no idea who to contact at your work or school for help, try asking t 1. Sign in at admin.cloud.microsoft, go to the navigation pane and select **Settings** > **Org settings** \> **Organization profile** tab. -2. Go to the **Release preferences** card, and then select **Edit**. +2. Select **Release preferences**. 3. Select either **Targeted release for everyone** or **Targeted release for selected users**. If you choose Targeted release for selected users, make sure that you add your admin account (and any other admins in your org who want to participate) to the list of selected users. diff --git a/microsoft-365/admin/admin-overview/admin-mobile-app.md b/microsoft-365/admin/admin-overview/admin-mobile-app.md index e004b311025..4b47ec6a7da 100644 --- a/microsoft-365/admin/admin-overview/admin-mobile-app.md +++ b/microsoft-365/admin/admin-overview/admin-mobile-app.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/30/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: overview ms.service: microsoft-365-business @@ -46,7 +46,7 @@ You can also get a link from the Microsoft 365 admin center. diff --git a/microsoft-365/admin/admin-overview/what-subscription-do-i-have.md b/microsoft-365/admin/admin-overview/what-subscription-do-i-have.md index 1fe2aeaa0ee..3a140872baf 100644 --- a/microsoft-365/admin/admin-overview/what-subscription-do-i-have.md +++ b/microsoft-365/admin/admin-overview/what-subscription-do-i-have.md @@ -27,7 +27,7 @@ ms.custom: - AdminTemplateSet search.appverid: MET150 description: "Find out what Microsoft business subscriptions your organization has by using the Your products page in the Microsoft 365 admin center." -ms.date: 07/22/2024 +ms.date: 03/27/2025 --- # What Microsoft business subscriptions do I have? diff --git a/microsoft-365/admin/create-groups/office-365-groups.md b/microsoft-365/admin/create-groups/office-365-groups.md index 00dcf7e1dea..00ca6dfb820 100644 --- a/microsoft-365/admin/create-groups/office-365-groups.md +++ b/microsoft-365/admin/create-groups/office-365-groups.md @@ -1,7 +1,7 @@ --- -title: "Overview of Microsoft 365 Groups for administrators" +title: Overview of Microsoft 365 Groups for administrators ms.reviewer: rahulnayak -ms.date: 02/18/2020 +ms.date: 03/13/2025 f1.keywords: NOCSH author: DaniEASmith ms.author: danismith @@ -26,7 +26,7 @@ search.appverid: - BCS160 - MET150 - MOE150 -description: "With Microsoft 365 Groups, you can drive teamwork across Microsoft 365 by giving a group of people access to a collection of shared resources." +description: With Microsoft 365 Groups, you can drive teamwork across Microsoft 365 by giving a group of people access to a collection of shared resources. --- # Overview of Microsoft 365 Groups for administrators @@ -46,7 +46,7 @@ Microsoft 365 Groups is the foundational membership service that drives all team With a Microsoft 365 group, you don't have to manually assign permissions to each of these resources. Adding people to the group automatically gives them the permissions they need. -Any user can create a group unless you [limit group creation to a specific set of people](../../solutions/manage-creation-of-groups.md). If you limit group creation, users who can't create groups won't be able to create SharePoint sites, Planners, teams, Outlook group calendars, Stream groups, Viva Engage groups, Shared libraries in OneDrive, or shared Power BI workspaces. These services require the people creating them to be able to create a group. Users can still participate in group activities, such as creating tasks in Planner or using Teams chat, provided they're a member of the group. +Any user can create a group unless you [limit group creation to a specific set of people](../../solutions/manage-creation-of-groups.md). If you limit group creation, users who can't create groups aren't able to create SharePoint sites, Planners, teams, Outlook group calendars, Stream groups, Viva Engage groups, Shared libraries in OneDrive, or shared Power BI workspaces. These services require the people creating them to be able to create a group. Users can still participate in group activities, such as creating tasks in Planner or using Teams chat, provided they're a member of the group. Groups have the following roles: @@ -54,7 +54,7 @@ Groups have the following roles: - **Members** - Members can access everything in the group, but can't change group settings. By default group members can invite guests to join your group, though you can [control that setting](manage-guest-access-in-groups.md). - **Guests** - Group guests are members who are from outside your organization. -User admins and groups admins can create and manage groups in the Microsoft 365 admin center. You can't be a delegated admin (for example, a consultant who is an admin on behalf of). +User admins and groups admins can create and manage groups in the [Microsoft 365 admin center](https://go.microsoft.com/fwlink/p/?linkid=2052855). You can't be a delegated admin (for example, a consultant who is an admin on behalf of). As an administrator, you can: @@ -64,7 +64,7 @@ As an administrator, you can: - [Manage guest access to groups](manage-guest-access-in-groups.md) - [Recover a deleted group](restore-deleted-group.md) (within 30 days of deletion) -If you prefer a more automated way to manage the lifecycle of your Microsoft 365 groups, you can use expiration policies to expire groups at a specific time interval. The group's owners will get an email 30, 15, and 1 day before the group expiration that allows them to renew the group if it's still needed. See: [Microsoft 365 group Expiration Policy](../../solutions/microsoft-365-groups-expiration-policy.md). +If you prefer a more automated way to manage the lifecycle of your Microsoft 365 groups, you can use expiration policies to expire groups at a specific time interval. The group's owners get an email 30, 15, and 1 day before the group expiration that allows them to renew the group if it's still needed. For more information, see [Microsoft 365 group Expiration Policy](../../solutions/microsoft-365-groups-expiration-policy.md). You can administer your groups from the Microsoft 365 admin center or [by using PowerShell](../../enterprise/manage-microsoft-365-groups-with-powershell.md). @@ -85,41 +85,38 @@ The following limits apply to Microsoft 365 Groups: |File storage|1 Terabyte + 10 GB per subscribed user + any other storage purchased. You can purchase an unlimited amount of extra storage.| |Group Mailbox size|50 GB| - Managing your Microsoft 365 groups is more effective when you have actionable information about groups usage. The Microsoft 365 admin center has a reporting tool that lets you see storage use, how many active groups you have, and how users are using the groups. See: [Microsoft 365 Reports in the admin center](../activity-reports/office-365-groups.md) for more information. ## Sensitivity labels -You can create sensitivity labels that the users in your organization can set when they create a Microsoft 365 group. With sensitivity labels, you can configure: +You can create sensitivity labels that the users in your organization can set when they create a Microsoft 365 group. With sensitivity labels, you can configure: - Privacy (public or private) - Guest access - Unmanaged device access -For example, you can create a label called *Highly Confidential* and specify that any group created with this label will be private and not allow guests. When users in your organization select this label during group creation, the group will be set to private and group members won't be allowed to add guests users to the group. - -> [!IMPORTANT] -> If you're currently using classification labels, they'll no longer be available to users who create groups once sensitivity labels are enabled. +For example, you can create a label called *Highly Confidential* and specify that any group created with this label is private and not allow guests. When users in your organization select this label during group creation, the group is set to private and group members aren't allowed to add guests users to the group. For information about creating, managing, and using sensitivity labels, see [Use sensitivity labels to protect content in Microsoft Teams, Microsoft 365 groups, and SharePoint sites](../../compliance/sensitivity-labels-teams-groups-sites.md). ## Which Microsoft 365 plans include groups? -Any Microsoft 365 subscription that has Exchange Online and SharePoint Online will support groups. That includes the Business Essentials and Business Premium plans, and the Enterprise E1, E3, and E5 plans. The group takes on the licensing of the person who creates the group. As long as they have the proper license for whatever features you want the group to have, that license will convey to the group. +Any Microsoft 365 subscription that has Exchange Online and SharePoint Online supports groups. That includes the Business Basic, Business Standard, and Business Premium plans, and the Enterprise E1, E3, and E5 plans. The group takes on the licensing of the person who creates the group. As long as they have the proper license for whatever features you want the group to have, that license conveys to the group. > [!NOTE] > For more details about Microsoft 365 service families and plans, see [Microsoft 365 plan options](/office365/servicedescriptions/office-365-platform-service-description/office-365-plan-options). -If you have an Exchange-only plan you can still get the shared inbox and shared calendar features of groups in Outlook but you won't get the document library, Planner or any of the other capabilities. +If you have an Exchange-only plan you can still get the shared inbox and shared calendar features of groups in Outlook but you don't get the document library, Planner or any of the other capabilities. -Microsoft 365 groups work with Microsoft Entra ID. The groups features you get depends on which Microsoft Entra subscription you have, and what licenses are assigned to the person who created the group. +Microsoft 365 groups work with Microsoft Entra ID. The groups features you get depends on which Microsoft Entra subscription you have and what licenses are assigned to the person who created the group. > [!IMPORTANT] > For all the groups features, if you have a Microsoft Entra ID P1 or P2 subscription, users can join the group whether or not they have a Microsoft Entra ID P1 license assigned to them. Licensing isn't enforced. -> Periodically we'll generate usage reports that tell you which users are missing a license, and need one assigned to them to be compliant with the licensing requirements. For example, let's say a user doesn't have a license and they're added to a group where the naming policy is enforced. The report will flag for you that they need a license. +> +> Periodically, we generate usage reports that tell you which users are missing a license, and need one assigned to them to be compliant with the licensing requirements. For example, let's say a user doesn't have a license and they're added to a group where the naming policy is enforced. The report flags that they need a license. -## Related content +## Related articles -[Learn about Microsoft 365 Groups](https://support.microsoft.com/office/b565caa1-5c40-40ef-9915-60fdb2d97fa2) (article)\ -[Manage Microsoft 365 Groups with PowerShell](../../enterprise/manage-microsoft-365-groups-with-powershell.md) (article)\ -[SharePoint Online Limits](/office365/servicedescriptions/sharepoint-online-service-description/sharepoint-online-limits) (article)\ +- [Learn about Microsoft 365 Groups](https://support.microsoft.com/office/b565caa1-5c40-40ef-9915-60fdb2d97fa2) (article)\ +- [Manage Microsoft 365 Groups with PowerShell](../../enterprise/manage-microsoft-365-groups-with-powershell.md) (article)\ +- [SharePoint Online Limits](/office365/servicedescriptions/sharepoint-online-service-description/sharepoint-online-limits) (article)\ diff --git a/microsoft-365/admin/dns/create-dns-records-at-123-reg-co-uk.md b/microsoft-365/admin/dns/create-dns-records-at-123-reg-co-uk.md index 3f184b57bcd..6d1ba91bd8f 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-123-reg-co-uk.md +++ b/microsoft-365/admin/dns/create-dns-records-at-123-reg-co-uk.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 11/18/2024 +ms.date: 03/18/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -37,6 +38,8 @@ After you add these records at 123-reg.co.uk, your domain will be set up to work > [!NOTE] > Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after adding DNS records, see [Find and fix issues after adding your domain or DNS records](../get-help-with-domains/find-and-fix-issues.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Add a TXT record for verification Before you use your domain with Microsoft, we have to make sure that you own it. Your ability to log in to your account at your domain registrar and create the DNS record proves to Microsoft that you own the domain. diff --git a/microsoft-365/admin/dns/create-dns-records-at-aws.md b/microsoft-365/admin/dns/create-dns-records-at-aws.md index f3bc50c96df..124948b6abd 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-aws.md +++ b/microsoft-365/admin/dns/create-dns-records-at-aws.md @@ -9,6 +9,7 @@ ms.date: 08/12/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -37,6 +38,8 @@ After you add these records at AWS, your domain will be set up to work with Micr > [!NOTE] > Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after adding DNS records, see [Find and fix issues after adding your domain or DNS records](../get-help-with-domains/find-and-fix-issues.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Add a TXT record for verification Before you use your domain with Microsoft, we have to make sure that you own it. Your ability to log in to your account at your domain registrar and create the DNS record proves to Microsoft that you own the domain. diff --git a/microsoft-365/admin/dns/create-dns-records-at-cloudflare.md b/microsoft-365/admin/dns/create-dns-records-at-cloudflare.md index caad5456837..e22871ac670 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-cloudflare.md +++ b/microsoft-365/admin/dns/create-dns-records-at-cloudflare.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 06/13/2024 +ms.date: 04/04/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -24,7 +25,7 @@ search.appverid: - MET150 - MOE150 ms.assetid: 84acd4fc-6eec-4d00-8bed-568f036ae2af -description: "Learn to verify your domain and set up DNS records for email, Skype for Business Online, and other services at Cloudflare for Microsoft." +description: "Learn to verify your domain and set up DNS records for email, Skype for Business Online, and other services at Cloudflare." --- # Connect your DNS records at Cloudflare to Microsoft 365 @@ -33,11 +34,13 @@ description: "Learn to verify your domain and set up DNS records for email, Skyp If Cloudflare is your DNS hosting provider, follow the steps in this article to verify your domain and set up DNS records for email, Skype for Business Online, and so on. +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Before you begin You have two options for setting up DNS records for your domain: -- [**Use Domain Connect**](#use-domain-connect-to-verify-and-set-up-your-domain) If you haven't set up your domain with another email service provider, use the Domain Connect steps to automatically verify and set up your new domain to use with Microsoft 365. +- [**Use Domain Connect**](#use-domain-connect-to-verify-and-set-up-your-domain) If you haven't set up your domain with another email service provider, use the **Domain Connect** steps to automatically verify and set up your new domain to use with Microsoft 365. OR @@ -101,21 +104,19 @@ Before you use your domain with Microsoft, we have to make sure that you own it. > [!NOTE] > This record is used only to verify that you own your domain; it doesn't affect anything else. You can delete it later, if you like. +1. Make sure you have added a domain in the Microsoft 365 Admin Center using the steps in [Add a domain](/admin/setup/add-domain#add-a-domain), and that the domain has not already been verified. You'll need to copy the **TXT value** from the **Add a record to verify ownership** page for use later in this procedure. + 1. To get started, go to your domains page at Cloudflare by using [this link](https://www.cloudflare.com/a/login). You'll be prompted to log in first. -1. On the Home page, select the domain that you want to update. +1. On the Account Home page, find the domain that you want to update, select the three dots (**...**) at the right and select **Configure DNS** from the drop-down menu. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-1.png" alt-text="Select the domain you want to update."::: -1. On the Overview page for your domain, select **DNS** from the navigation bar. - - :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-2.png" alt-text="Select DNS."::: - 1. On the DNS management page, select **+Add record**. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-add-record.png" alt-text="Screenshot of where you select Add record to add a domain verification TXT record."::: -1. Select the TXT type from the drop-down list, and type or copy and paste the values from this table. +1. Select the TXT type from the drop-down list, and type or copy and paste the values from this table. You'll use the TXT value (MS=ms*XXXXXXXX*) that you copied earlier. |Type|Name|TTL|Content| |---|---|---|:----| @@ -146,14 +147,10 @@ To verify the record in Microsoft 365: 1. To get started, go to your domains page at Cloudflare by using [this link](https://www.cloudflare.com/a/login). You'll be prompted to log in first. -1. On the Home page, select the domain that you want to update. +1. On the Account Home page, find the domain that you want to update, select the three dots (**...**) at the right and select **Configure DNS** from the drop-down menu. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-1.png" alt-text="Select the domain you want to update."::: -1. On the Overview page for your domain, select **DNS** from the navigation bar. - - :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-2.png" alt-text="Select DNS."::: - 1. On the DNS management page, select **+Add record**. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-add-record.png" alt-text="Screenshot of where you select Add record to add an MX record."::: @@ -178,14 +175,10 @@ To verify the record in Microsoft 365: 1. To get started, go to your domains page at Cloudflare by using [this link](https://www.cloudflare.com/a/login). You'll be prompted to log in first. -1. On the Home page, select the domain that you want to update. +1. On the Account Home page, find the domain that you want to update, select the three dots (**...**) at the right and select **Configure DNS** from the drop-down menu. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-1.png" alt-text="Select the domain you want to update."::: -1. On the Overview page for your domain, select **DNS** from the navigation bar. - - :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-2.png" alt-text="Select DNS."::: - 1. On the **DNS management** page, select **+Add record** :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-add-record.png" alt-text="Screenshot of where you select Add record to add a CNAME record."::: @@ -207,14 +200,10 @@ To verify the record in Microsoft 365: 1. To get started, go to your domains page at Cloudflare by using [this link](https://www.cloudflare.com/a/login). You'll be prompted to log in first. -1. On the Home page, select the domain that you want to update. +1. On the Account Home page, find the domain that you want to update, select the three dots (**...**) at the right and select **Configure DNS** from the drop-down menu. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-1.png" alt-text="Select the domain you want to update."::: -1. On the Overview page for your domain, select **DNS** from the navigation bar. - - :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-2.png" alt-text="Select DNS."::: - 1. On the DNS management page, select **+Add record**. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-add-record.png" alt-text="Screenshot of where you select Add record to add an SPF TXT record."::: @@ -240,14 +229,10 @@ Only select this option if your organization uses Skype for Business for online 1. To get started, go to your domains page at Cloudflare by using [this link](https://www.cloudflare.com/a/login). You'll be prompted to log in first. -1. On the Home page, select the domain that you want to update. +1. On the Account Home page, find the domain that you want to update, select the three dots (**...**) at the right and select **Configure DNS** from the drop-down menu. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-1.png" alt-text="Select the domain you want to update."::: -1. On the Overview page for your domain, select **DNS** from the navigation bar. - - :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-2.png" alt-text="Select DNS."::: - 1. On the DNS management page, select **+Add record** :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-add-record.png" alt-text="Screenshot of where you select Add record to add an SRV record."::: @@ -272,14 +257,10 @@ Only select this option if your organization uses Skype for Business for online 1. To get started, go to your domains page at Cloudflare by using [this link](https://www.cloudflare.com/a/login). You'll be prompted to log in first. -1. On the Home page, select the domain that you want to update. +1. On the Account Home page, find the domain that you want to update, select the three dots (**...**) at the right and select **Configure DNS** from the drop-down menu. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-1.png" alt-text="Select the domain you want to update."::: -1. On the Overview page for your domain, select **DNS** from the navigation bar. - - :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-2.png" alt-text="Select DNS."::: - 1. On the DNS management page, select **+Add record** :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-add-record.png" alt-text="Screenshot of where you select Add record to add CNAME records for Skype for Business."::: @@ -306,14 +287,10 @@ This service helps you secure and remotely manage mobile devices that connect to 1. To get started, go to your domains page at Cloudflare by using [this link](https://www.cloudflare.com/a/login). You'll be prompted to log in first. -1. On the Home page, select the domain that you want to update. +1. On the Account Home page, find the domain that you want to update, select the three dots (**...**) at the right and select **Configure DNS** from the drop-down menu. :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-1.png" alt-text="Select the domain you want to update."::: -1. On the Overview page for your domain, select **DNS** from the navigation bar. - - :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-2.png" alt-text="Select DNS."::: - 1. On the DNS management page, select **+Add record** :::image type="content" source="../../media/dns-cloudflare/cloudflare-domains-add-record.png" alt-text="Screenshot of where you select Add record to add CNAME records for Mobile Device Management."::: diff --git a/microsoft-365/admin/dns/create-dns-records-at-godaddy.md b/microsoft-365/admin/dns/create-dns-records-at-godaddy.md index aeabbf96a33..e75483b567e 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-godaddy.md +++ b/microsoft-365/admin/dns/create-dns-records-at-godaddy.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/11/2025 +ms.date: 03/18/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -33,6 +34,8 @@ description: "Learn to verify your domain and set up DNS records for email, Micr If GoDaddy is your DNS hosting provider, follow the steps in this article to verify your domain and set up DNS records for email, Teams, and so on. +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Before you begin You have two options for setting up DNS records for your domain: diff --git a/microsoft-365/admin/dns/create-dns-records-at-ionos-com.md b/microsoft-365/admin/dns/create-dns-records-at-ionos-com.md index ceac5a6a060..ddcb4899108 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-ionos-com.md +++ b/microsoft-365/admin/dns/create-dns-records-at-ionos-com.md @@ -9,6 +9,7 @@ ms.date: 04/01/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -32,6 +33,8 @@ description: "Learn to verify your domain and set up DNS records for email, Skyp If IONOS is your DNS hosting provider, follow the steps in this article to verify your domain and set up DNS records for email, Skype for Business Online, and so on. +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Before you begin You have two options for setting up DNS records for your domain: diff --git a/microsoft-365/admin/dns/create-dns-records-at-namecheap.md b/microsoft-365/admin/dns/create-dns-records-at-namecheap.md index c8d4704fcda..cd68fabb89d 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-namecheap.md +++ b/microsoft-365/admin/dns/create-dns-records-at-namecheap.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/27/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -23,7 +24,7 @@ search.appverid: - MET150 - MOE150 ms.assetid: 54ae2002-b38e-43a1-82fa-3e49d78fda56 -description: "Learn to verify your domain and set up DNS records for email, Teams, and other services at Namecheap for Microsoft." +description: "Learn to verify your domain and set up DNS records for email, Teams, and other services at Namecheap." --- # Connect your DNS records at Namecheap to Microsoft 365 @@ -37,14 +38,21 @@ After you add these records at Namecheap, your domain will be set up to work wit > [!NOTE] > Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after adding DNS records, see [Troubleshoot issues after changing your domain name or DNS records](../get-help-with-domains/find-and-fix-issues.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Add a TXT record for verification Before you use your domain with Microsoft, we have to make sure that you own it. Your ability to log in to your account at your domain registrar and create the DNS record proves to Microsoft that you own the domain. +> [!NOTE] +> The procedures in this section assume that you have begun the process of [adding a domain](/admin/setup/add-domain#add-a-domain), but have not yet verified the domain. + > [!NOTE] > This record is used only to verify that you own your domain; it doesn't affect anything else. You can delete it later, if you like. -1. To get started, go to your domains page at Namecheap by using [this link](https://www.namecheap.com/myaccount/login.aspx?ReturnUrl=%2f). You'll be prompted to Sign in and Continue. +1. Make sure you have added a domain in the Microsoft 365 Admin Center using the steps in [Add a domain](/admin/setup/add-domain#add-a-domain), and that the domain has not already been verified. You'll need to copy the **TXT value** from the **Add a record to verify ownership** page for use later in this procedure. + +1. Go to your domains page at Namecheap by using [this link](https://www.namecheap.com/myaccount/login.aspx?ReturnUrl=%2f). You'll be prompted to Sign in and Continue. :::image type="content" source="../../media/1827f9fc-4dc9-4f9d-a392-7817c47b00b3.png" alt-text="Sign in to Namecheap."::: @@ -71,7 +79,7 @@ Before you use your domain with Microsoft, we have to make sure that you own it. :::image type="content" source="../../media/a5b40973-19b5-4c32-8e1b-1521aa971836.png" alt-text="Select TXT Record for the domain verification TXT record."::: -1. In the boxes for the new record, type or copy and paste the values from the following table. +1. In the boxes for the new record, type or copy and paste the values from the following table. You'll use the TXT value you copied earlier (MS=ms*XXXXXXXX*). (Choose the **TTL** value from the drop-down list.) @@ -81,7 +89,7 @@ Before you use your domain with Microsoft, we have to make sure that you own it. :::image type="content" source="../../media/fe75c0fd-f85c-4bef-8068-edaf9779b7f1.png" alt-text="Copy and paste the values from the table for the domain verification TXT record."::: -1. Select the **Save Changes** (check mark) control. +1. Select the **Save Changes** (check mark) control, or select the **Save All Changes** button located just below the record you just added. :::image type="content" source="../../media/b48d2c67-66b5-4aa4-8e59-0c764f236fac.png" alt-text="Screenshot of the the Save Changes control for the domain verification TXT record."::: diff --git a/microsoft-365/admin/dns/create-dns-records-at-network-solutions.md b/microsoft-365/admin/dns/create-dns-records-at-network-solutions.md index d8d66a977e4..e2b615954db 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-network-solutions.md +++ b/microsoft-365/admin/dns/create-dns-records-at-network-solutions.md @@ -9,6 +9,7 @@ ms.date: 08/28/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -37,6 +38,8 @@ After you add these records at Network Solutions, your domain will be set up to > [!NOTE] > Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after adding DNS records, see [Troubleshoot issues after changing your domain name or DNS records](../get-help-with-domains/find-and-fix-issues.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Add a TXT record for verification Before you use your domain with Microsoft, we have to make sure that you own it. Your ability to log in to your account at your domain registrar and create the DNS record proves to Microsoft that you own the domain. diff --git a/microsoft-365/admin/dns/create-dns-records-at-ovh.md b/microsoft-365/admin/dns/create-dns-records-at-ovh.md index c2e2a4ca54b..66c8841f61d 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-ovh.md +++ b/microsoft-365/admin/dns/create-dns-records-at-ovh.md @@ -9,6 +9,7 @@ ms.date: 08/28/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -37,6 +38,8 @@ After you add these records at OVH, your domain will be set up to work with Micr > [!NOTE] > Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after adding DNS records, see [Troubleshoot issues after changing your domain name or DNS records](../get-help-with-domains/find-and-fix-issues.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Add a TXT record for verification Before you use your domain with Microsoft, we have to make sure that you own it. Your ability to log in to your account at your domain registrar and create the DNS record proves to Microsoft that you own the domain. diff --git a/microsoft-365/admin/dns/create-dns-records-at-web-com.md b/microsoft-365/admin/dns/create-dns-records-at-web-com.md index 699d8e2cfee..5818a323ae0 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-web-com.md +++ b/microsoft-365/admin/dns/create-dns-records-at-web-com.md @@ -9,6 +9,7 @@ ms.date: 08/21/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -37,6 +38,8 @@ After you add these records at web.com, your domain will be set up to work with > [!NOTE] > Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after adding DNS records, see [Troubleshoot issues after changing your domain name or DNS records](../get-help-with-domains/find-and-fix-issues.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Change your domain's nameserver (NS) records > [!IMPORTANT] diff --git a/microsoft-365/admin/dns/create-dns-records-at-wix.md b/microsoft-365/admin/dns/create-dns-records-at-wix.md index 45f43b400e4..d6770799f21 100644 --- a/microsoft-365/admin/dns/create-dns-records-at-wix.md +++ b/microsoft-365/admin/dns/create-dns-records-at-wix.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 05/30/2024 +ms.date: 04/03/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -23,7 +24,7 @@ search.appverid: - MET150 - MOE150 ms.assetid: 7173c635-58b3-400f-95e0-97abe915565e -description: "Learn to verify your domain and set up DNS records for email, Skype for Business Online, and other services at Wix for Microsoft." +description: "Learn to verify your domain and set up DNS records for email, Skype for Business Online, and other services at Wix." --- # Connect your DNS records at Wix to Microsoft 365 @@ -37,6 +38,8 @@ After you add these records at Wix, your domain will be set up to work with Micr > [!NOTE] > Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after adding DNS records, see [Troubleshoot issues after changing your domain name or DNS records](../get-help-with-domains/find-and-fix-issues.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Add a TXT record for verification Before you use your domain with Microsoft, we have to make sure you own it. Your ability to log in to your account at your domain registrar and create the DNS record proves to Microsoft that you own the domain. @@ -47,23 +50,27 @@ Before you use your domain with Microsoft, we have to make sure you own it. Your > [!NOTE] > WIX does not support DNS entries for subdomains. -1. To get started, go to your domains page at Wix by using [this link](https://premium.wix.com/wix/api/mpContainerStaticController#/domains?referralAdditionalInfo=account). You're prompted to log in first. +1. Make sure you have added a domain in the Microsoft 365 Admin Center using the steps in [Add a domain](/admin/setup/add-domain#add-a-domain), and that the domain has not already been verified. You'll need to copy the **TXT value** from the **Add a record to verify ownership** page for use later in this procedure. + +1. Go to your domains page at Wix by using [this link](https://premium.wix.com/wix/api/mpContainerStaticController#/domains?referralAdditionalInfo=account). You're prompted to log in first. + +1. From the left-hand navigation bar, select **Domains**. -2. Select **Domains** \> **...**, and then select **Manage DNS Records** from the dropdown list. +1. Find the domain you wish to configure, select the three dots **(...)** to the right, and then select **Manage DNS Records** from the dropdown list. :::image type="content" source="../../media/dns-wix/wix-domains-1.png" alt-text="Select Manage DNS Records from the drop-down list."::: -3. Select **+ Add Record** in the **TXT (Text)** row of the DNS editor. +1. Select **+ Add Record** in the **TXT (Text)** row of the DNS editor. :::image type="content" source="../../media/dns-wix/wix-domains-TXT-add-record.png" alt-text="Screenshot of where you select Add record to add a domain verification TXT record."::: -4. In the boxes for the new record, type or copy and paste the values from the following table. +1. In the boxes for the new record, type or copy and paste the values from the following table. You'll use the TXT value you copied earlier (MS=ms*XXXXXXXX*). |Host Name|TXT Value|TTL| |---|---|---| |Automatically populated (leave blank)|MS=ms*XXXXXXXX*
**Note:** This is an example. Use your specific **Destination or Points to Address** value here, from the table. [How do I find this?](../get-help-with-domains/information-for-dns-records.md)|One Hour| -5. Select**Save**. +1. Select**Save**. :::image type="content" source="../../media/dns-wix/wix-domains-txt-save.png" alt-text="Screenshot of where you select Save to add domain verification TXT record."::: @@ -91,11 +98,13 @@ To verify the record in Microsoft 365: 1. To get started, go to your domains page at Wix by using [this link](https://premium.wix.com/wix/api/mpContainerStaticController#/domains?referralAdditionalInfo=account). You're prompted to log in first. -1. Select **Domains** \> **...**, and then select **Manage DNS Records** from the dropdown list. +1. From the left-hand navigation bar, select **Domains**. + +1. Find the domain you wish to configure, select the three dots **(...)** to the right, and then select **Manage DNS Records** from the dropdown list. :::image type="content" source="../../media/dns-wix/wix-domains-1.png" alt-text="Select Manage DNS Records from the drop-down list."::: -1. Under **MX (Mail exchange)**, select **Edit MX Records**. +1. Under **MX (Mail exchange)**, select the link **connect a business email**. :::image type="content" source="../../media/dns-wix/wix-domains-edit-mx-records.png" alt-text="Select Edit MX Records."::: @@ -119,21 +128,23 @@ To verify the record in Microsoft 365: 1. To get started, go to your domains page at Wix by using [this link](https://premium.wix.com/wix/api/mpContainerStaticController#/domains?referralAdditionalInfo=account). You're prompted to log in first. -2. Select **Domains** \> **...**, and then select **Manage DNS Records** from the dropdown list. +1. From the left-hand navigation bar, select **Domains**. + +1. Find the domain you wish to configure, select the three dots **(...)** to the right, and then select **Manage DNS Records** from the dropdown list. :::image type="content" source="../../media/dns-wix/wix-domains-1.png" alt-text="Select Manage DNS Records from the drop-down list."::: -3. Select **+ Add Record** in the **CNAME (Aliases)** row of the DNS editor for the CNAME record. +1. Select **+ Add Record** in the **CNAME (Aliases)** row of the DNS editor for the CNAME record. :::image type="content" source="../../media/dns-wix/wix-domains-cname-add-record.png" alt-text="Screenshot of where you select Add a record to add a CNAME record."::: -4. In the boxes for the new record, type or copy and paste the values from the following table: +1. In the boxes for the new record, type or copy and paste the values from the following table: |Host Name|Value|TTL| |---|---|---| |autodiscover|autodiscover.outlook.com|One Hour| -5. Select **Save**. +1. Select **Save**. :::image type="content" source="../../media/dns-wix/wix-domains-cname-save.png" alt-text="Screenshot of where you select Save to add a CNAME record."::: @@ -146,23 +157,25 @@ To verify the record in Microsoft 365: 1. To get started, go to your domains page at Wix by using [this link](https://premium.wix.com/wix/api/mpContainerStaticController#/domains?referralAdditionalInfo=account). You're prompted to log in first. -2. Select **Domains** \> **...**, and then select **Manage DNS Records** from the dropdown list. +1. From the left-hand navigation bar, select **Domains**. + +1. Find the domain you wish to configure, select the three dots **(...)** to the right, and then select **Manage DNS Records** from the dropdown list. :::image type="content" source="../../media/dns-wix/wix-domains-1.png" alt-text="Select Manage DNS Records from the drop-down list."::: -3. Select **+ Add Record** in the **TXT (Text)** row of the DNS editor. +1. Select **+ Add Record** in the **TXT (Text)** row of the DNS editor. :::image type="content" source="../../media/dns-wix/wix-domains-TXT-add-record.png" alt-text="Screenshot of where you select Add a record to add an SPF TXT record."::: **Note**: Wix provides an SPF row in the DNS editor. Ignore that row and use the **TXT (Text)** row to enter the SPF values below. -4. In the boxes for the new record, type or copy and paste the values from the following table: +1. In the boxes for the new record, type or copy and paste the values from the following table: |Host Name|Value|TTL| |---|---|---| |[leave this blank]|v=spf1 include:spf.protection.outlook.com -all
**Note:** We recommend copying and pasting this entry, so that all of the spacing stays correct.|One Hour| -5. Select **Save**. +1. Select **Save**. :::image type="content" source="../../media/dns-wix/wix-domains-txt-save.png" alt-text="Screenshot of where you select Save to add an SPF TXT record."::: @@ -176,7 +189,9 @@ Only select this option if your organization uses Skype for Business for online 1. To get started, go to your domains page at Wix by using [this link](https://premium.wix.com/wix/api/mpContainerStaticController#/domains?referralAdditionalInfo=account). You're prompted to log in first. -1. Select **Domains** \> **...**, and then select **Manage DNS Records** from the dropdown list. +1. From the left-hand navigation bar, select **Domains**. + +1. Find the domain you wish to configure, select the three dots **(...)** to the right, and then select **Manage DNS Records** from the dropdown list. :::image type="content" source="../../media/dns-wix/wix-domains-1.png" alt-text="Select Manage DNS Records from the drop-down list."::: @@ -226,7 +241,9 @@ This service helps you secure and remotely manage mobile devices that connect to 1. To get started, go to your domains page at Wix by using [this link](https://premium.wix.com/wix/api/mpContainerStaticController#/domains?referralAdditionalInfo=account). You're prompted to log in first. -1. Select **Domains** \> **...**, and then select **Manage DNS Records** from the dropdown list. +1. From the left-hand navigation bar, select **Domains**. + +1. Find the domain you wish to configure, select the three dots **(...)** to the right, and then select **Manage DNS Records** from the dropdown list. :::image type="content" source="../../media/dns-wix/wix-domains-1.png" alt-text="Select Manage DNS Records from the drop-down list."::: diff --git a/microsoft-365/admin/dns/create-dns-records-using-windows-based-dns.md b/microsoft-365/admin/dns/create-dns-records-using-windows-based-dns.md index 2415f4a3c67..4a2deecc7aa 100644 --- a/microsoft-365/admin/dns/create-dns-records-using-windows-based-dns.md +++ b/microsoft-365/admin/dns/create-dns-records-using-windows-based-dns.md @@ -9,6 +9,7 @@ ms.date: 09/05/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -36,7 +37,9 @@ If you host your own DNS records using Windows-based DNS, follow the steps in th To get started, you need to find your DNS records in Windows-based DNS so you can update them. Also, if you're planning to synchronize your on-premises Active Directory with Microsoft, see [Non-routable email address used as a UPN in your on-premises Active Directory](#non-routable-email-address-used-as-a-upn-in-your-on-premises-active-directory). -Trouble with mail flow or other issues after adding DNS records, see [Troubleshoot issues after changing your domain name or DNS records](../get-help-with-domains/find-and-fix-issues.md). +Trouble with mail flow or other issues after adding DNS records, see [Troubleshoot issues after changing your domain name or DNS records](../get-help-with-domains/find-and-fix-issues.md). + +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] ## Find your DNS records in Windows-based DNS diff --git a/microsoft-365/admin/dns/update-dns-records-to-retain-current-hosting-provider.md b/microsoft-365/admin/dns/update-dns-records-to-retain-current-hosting-provider.md index 51d17a08c87..fc79d4e64ca 100644 --- a/microsoft-365/admin/dns/update-dns-records-to-retain-current-hosting-provider.md +++ b/microsoft-365/admin/dns/update-dns-records-to-retain-current-hosting-provider.md @@ -9,6 +9,7 @@ ms.date: 08/10/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -34,6 +35,8 @@ description: "Learn how to route traffic to an existing public website hosted ou Check out all of our small business content on [Small business help & learning](https://go.microsoft.com/fwlink/?linkid=2224585). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + **If you manage your domain's Microsoft records at your DNS hosting provider**, you don't have to worry about the steps in this topic. Your website stays where it is and people can still get to it. **If Microsoft manages your DNS records**, to route traffic to an existing public website hosted outside of Microsoft, after you add your domain to Microsoft, do the following: @@ -52,7 +55,7 @@ Check out all of our small business content on [Small business help & learning]( - For **IP Address**, type the static IP address for your website where it's currently hosted (for example, 172.16.140.1). - This must be a *static* IP address for the website, not a *dynamic* IP address. Check with site where your website is hosted to make sure you can get a static IP address for your public website. + This must be a *static* IP address for the website, not a *dynamic* IP address. Check with site where your website is hosted to make sure you can get a static IP address for your public website. 1. Select **Save**. diff --git a/microsoft-365/admin/email/configure-email-forwarding.md b/microsoft-365/admin/email/configure-email-forwarding.md index 29b4fe3d17c..3504b14088b 100644 --- a/microsoft-365/admin/email/configure-email-forwarding.md +++ b/microsoft-365/admin/email/configure-email-forwarding.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/28/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business diff --git a/microsoft-365/admin/get-help-support.md b/microsoft-365/admin/get-help-support.md index a63864ec5a7..a601ed8d123 100644 --- a/microsoft-365/admin/get-help-support.md +++ b/microsoft-365/admin/get-help-support.md @@ -26,7 +26,7 @@ search.appverid: - MET150 - MOE150 description: "Learn how to get online or phone support for your Microsoft 365 for business subscription. You must be an admin for a business subscription to get support." -ms.date: 11/01/2023 +ms.date: 03/14/2025 --- # Get support for Microsoft 365 for business @@ -43,10 +43,10 @@ Check out this video and others on our [YouTube channel](https://go.microsoft.co > [!VIDEO https://learn-video.azurefd.net/vod/player?id=470edf48-3b59-4538-9c05-5518960bed02] -Need to speak to someone right away? Admins, have your account details ready when you call Support. +Need to speak to someone right away? Admins have your account details ready when you call Support. > [!IMPORTANT] -> You must be an admin for a business subscription to use these support methods. [Find out more about admin roles for the Microsoft 365 admin center](add-users/about-admin-roles.md). If you're not a business admin, please use [this support page](https://support.microsoft.com/contactus). +> You must be an admin for a business subscription to use these support methods. [Find out more about admin roles for the Microsoft 365 admin center](add-users/about-admin-roles.md). If you're not a business admin, use [this support page](https://support.microsoft.com/contactus). Start by [checking the current health of your services](../enterprise/view-service-health.md). You can view detailed information about current and past issues on the Service health dashboard. If you're experiencing an issue that isn't listed, you can get support in one of the following ways: @@ -55,7 +55,7 @@ Start by [checking the current health of your services](../enterprise/view-servi Save time by starting your service request online. We can help you find a solution or connect you to technical support. > [!IMPORTANT] -> You must have bought at least one subscription through Microsoft to access Microsoft support. If you bought all your subscriptions through a partner, contact your partner for support. +> You must have at least one subscription bought through Microsoft to access Microsoft support. If you bought all your subscriptions through a partner, contact your partner for support. 1. Go to the admin center at https://admin.cloud.microsoft. If you get a message that says you don't have permission to access this page or perform this action, you aren't an admin. For more information, see [Who has admin permissions in my business?](../admin/admin-overview/admin-center-overview.md#who-has-admin-permissions-in-my-business). 2. On the bottom right side of the page, select **Help & support**. @@ -63,34 +63,37 @@ Save time by starting your service request online. We can help you find a soluti 4. If the results don't help, at the bottom, select **Contact Support**. 5. Enter a description of your issue, confirm your contact number and email address, select your preferred contact method, and then select **Contact me**. The expected wait time is indicated in the **Contact support** pane. +> [!NOTE] +> For a smoother support experience, we recommend that you open separate support requests for each issue. + ## Phone support +> [!IMPORTANT] +> Please note that our phone numbers have changed. For the most current support phone number in your country/region, see the [global phone numbers list](https://support.microsoft.com/topic/customer-service-phone-numbers-c0389ade-5640-e588-8b0e-28de8afeb3f2#ID0EBBD=signinorgid). If your country/region isn't listed, select a neighboring country/region or dial the United States support phone number. + In most countries/regions, billing support for Microsoft 365 for business products and services is provided in English from 9 AM-5 PM, Monday through Friday. Local language support varies by country/region. Technical support is provided in English 24 hours a day, 7 days a week, and in some cases, in local languages as noted. ->[!div class="nextstepaction"] ->[Find support phone numbers by country or region](support-contact-info.md) - -Admins, have your account details ready when you call. +Admins have your account details ready when you call. > [!NOTE] > To better protect your organization, we added a PIN-based verification step to our existing phone-based verification process. If you contact us from a number that isn't registered with your organization profile, the Microsoft support representative sends a verification code to the registered email or phone number in your Microsoft 365 admin center profile. You must provide this code to the support representative to grant them access to your organization's account. -## Small business support with Business Assist +## Small business support with Business Assists Get the most out of your subscription with expert advice from small business specialists. -Business Assist for Microsoft 365 is designed for small businesses to give you and your employees around-the-clock access to small business specialists as you grow your business, from onboarding to everyday use. To learn more, see [Business Assist](../admin/misc/business-assist.md). +Business Assist for Microsoft 365 is designed for small businesses to give you and your users around-the-clock access to small business specialists as you grow your business, from onboarding to everyday use. To learn more, see [Business Assist](../admin/misc/business-assist.md). ## Volume licensing support -There's a dedicated support team for users who access volume licensing contracts in the Microsoft 365 admin center. To request support for volume licensing, use the following steps: - +There's a dedicated support team for users who access volume licensing (VL) contracts in the Microsoft 365 admin center. To request support for volume licensing, use the following steps: + 1. In the Microsoft 365 admin center, select **Help & support**. 2. In the query box, type "manage volume licensing" together with your question to help target your query more accurately. If you see a drop-down list, select the item closest to your question, or continue typing your question, then press **Enter**. 3. If the results don't help, at the bottom, select **Contact Support**. -4. Enter a description of your issue, specify the license ID or VL agreement number your issue relates to, confirm your contact number and email address, select your preferred contact method, and then select **Contact me**. +4. Enter a description of your issue, specify the license ID or VL agreement number your issue relates to, confirm your contact number and email address, select your preferred contact method, and then select **Contact me**. If you're a volume licensing admin but are unable to access the admin center, you can create an [online support request](https://support.serviceshub.microsoft.com/supportforbusiness/create?sapId=2afa6f15-b710-db46-909a-8346017c802f). @@ -98,7 +101,7 @@ If you're a volume licensing admin but are unable to access the admin center, yo ::: moniker range="o365-21vianet" -With every subscription of Microsoft 365 operated by 21Vianet, 21Vianet support provides technical, pre-sales, billing and subscription support. Support is available both online through the Microsoft 365 operated by 21Vianet portal, and by telephone for both paid and trial subscriptions. +With every subscription of Microsoft 365 operated by 21Vianet, 21Vianet support provides technical, presales, billing, and subscription support. Support is available both online through the Microsoft 365 operated by 21Vianet portal, and by telephone for both paid and trial subscriptions. Authorized administrators can use the Microsoft 365 operated by 21Vianet portal to submit service requests online and access support telephone numbers. For instructions, see [Contact support](#contact-support). @@ -108,9 +111,9 @@ The Microsoft 365 operated by 21Vianet technical support team troubleshoots only Self-service support is available for all Microsoft 365 operated by 21Vianet users, and includes troubleshooting tools and videos, help articles and videos, as well as forums and wikis in the [Microsoft 365 community](https://go.microsoft.com/fwlink/p/?linkid=842838). For more self-help resources, see [Microsoft 365 operated by 21Vianet](/office365/servicedescriptions/office-365-platform-service-description/microsoft-365-operated-by-21vianet). -## Pre-sales support +## Presales support -Pre-sales support for Microsoft 365 operated by 21Vianet provides assistance on subscription features and benefits, plan comparisons, pricing and licensing, and helps to identify the right solution to meet your business needs. In addition, pre-sales support can help you find a Partner, and purchase and sign up for a trial. You can call during local business hours, Monday through Friday. Pre-sales support can be accessed using the same phone number as with technical support. For instructions, see [Contact support](#contact-support). +Presales support for Microsoft 365 operated by 21Vianet provides assistance on subscription features and benefits, plan comparisons, pricing and licensing, and helps to identify the right solution to meet your business needs. In addition, presales support can help you find a Partner, and purchase and sign up for a trial. You can call during local business hours, Monday through Friday. Presales support can be accessed using the same phone number as with technical support. For instructions, see [Contact support](#contact-support). ## Billing and subscription management support @@ -131,36 +134,36 @@ Technical support for Microsoft 365 operated by 21Vianet subscriptions provides | Support category | Examples | |------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| -| Installation and setup | Exchange Online
SharePoint Online
Skype for Business Online
Microsoft 365 Apps for enterprise | +| Installation and setup | Exchange Online
SharePoint
Skype for Business Online
Microsoft 365 Apps for enterprise | | Configuration | Service configuration issues | > [!NOTE] > You can learn how to contact technical support here: [Contact support](#contact-support). -> Technical support does not include troubleshooting third-party services or add-ins. Learn about finding answers from other customers in the [Community](https://go.microsoft.com/fwlink/p/?linkid=842838). +> Technical support doesn't include troubleshooting third-party services or add-ins. Learn about finding answers from other customers in the [Community](https://go.microsoft.com/fwlink/p/?linkid=842838). ## Technical support case handling -21Vianet assigns a severity level to a case when it is opened, based on an assessment of the issue type and customer impact. Examples of issue types and severity levels are shown in the following table. +21Vianet assigns a severity level to a case when it's opened, based on an assessment of the issue type and customer impact. Examples of issue types and severity levels are shown in the following table. | Severity level | Operations and support description | Examples | |----------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Sev A (Critical) | One or more services aren't accessible or are unusable. Production, operations, or deployment deadlines are severely affected, or there will be a severe impact on production or profitability. Multiple users or services are affected. | | | Sev B (High) | The service is usable but in an impaired fashion. The situation has moderate business impact and can be dealt with during business hours. A single user, customer, or service is partially affected. | | -| Sev C (Non-critical) | The situation has minimal business impact. The issue is important but does not have a significant current service or productivity impact for the customer. A single user is experiencing partial disruption, but an acceptable workaround exists. | | +| Sev C (Non-critical) | The situation has minimal business impact. The issue is important but doesn't have a significant current service or productivity impact for the customer. A single user is experiencing partial disruption, but an acceptable workaround exists. | | ## Technical support initial response times -Initial response time is based on the severity levels described above. 21Vianet customer service team follows up with investigation and customer communication in reasonable rhythm according to severity levels. 21Vianet also expect customer to collaborate at reasonable level accordingly. +Initial response time is based on the severity levels described in [Technical support case handling](#technical-support-case-handling). 21Vianet customer service team follows up with investigation and customer communication in reasonable rhythm according to severity levels. 21Vianet also expect customer to collaborate at reasonable level accordingly. | Security level 1 | 21Vianet customer support team Initial response | Customer responsibility | |--------------------------------|-----------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| -| Sev A 2 (Critical) | Initial Response: 1 hour or less.
Follow up: continues effort until problem resolution. | Provide solid business impact statement (see the severity A description and examples above); Allocate resource to ensure continues collaboration with 21Vianet customer support agent for the joint investigation and necessary communication; Provide accurate contact information and ensure reliable communication throughout the service request lifecycle. | +| Sev A 2 (Critical) | Initial Response: 1 hour or less.
Follow up: continues effort until problem resolution. | | | Sev B (High) | Initial Response: 1 business day or less. | Provide accurate contact information and ensure reliable communication throughout the service request lifecycle. | -| Sev C (Medium) | Initial Response: 3 business day or less. | Provide accurate contact information and ensure reliable communication throughout the service request lifecycle. | +| Sev C (Medium) | Initial Response: 3 business days or less. | Provide accurate contact information and ensure reliable communication throughout the service request lifecycle. | -1 If the customer cannot provide required resource or make response for collaboration with 21Vianet customer support agent investigation in reasonable time, 21Vianet support team may lower down the severity level of a service request. +1 If the customer can't provide required resource or make response for collaboration with 21Vianet customer support agent investigation in reasonable time, 21Vianet support team might lower down the severity level of a service request. -2 Severity A is only available to customers who had signed an advanced online service agreement with 21Vianet through a sales account manager. Severity A is available only for technical support. For billing and subscription management support, the highest severity level is B. +2 Severity A is only available to customers who signed an advanced online service agreement with 21Vianet through a sales account manager. Severity A is available only for technical support. For billing and subscription management support, the highest severity level is B. ## Technical support working hours @@ -175,7 +178,7 @@ Severity B/C: 9:00 ~24:00 (Beijing Time) a day, 365 days. ### Open an online request -Save time by starting your service request online. Go to the Microsoft 365 admin center, choose **Support** \> **New service request**. +Save time by starting your service request online. Go to the Microsoft 365 admin center, then select **Support** \> **New service request**. ### Call support @@ -189,7 +192,7 @@ Call support. If you encounter any problem with online request, phone support is People with administrator roles are the only ones in the customer's organization authorized to access the Admin section of the Microsoft 365 operated by 21Vianet portal and to communicate directly with 21Vianet about Microsoft 365 service requests. -With Microsoft 365 you can designate several types of administrators who serve different functions. This service description uses the generic title administrator to refer to all categories of administrators. For more information about the types of administrator roles, see [Assign admin roles in Microsoft 365 for business](../admin/add-users/assign-admin-roles.md). +With Microsoft 365, you can designate several types of administrators who serve different functions. This service description uses the generic title administrator to refer to all categories of administrators. For more information about the types of administrator roles, see [Assign admin roles in Microsoft 365 for business](../admin/add-users/assign-admin-roles.md). The administrator is: @@ -204,7 +207,7 @@ The administrator's role is to: - Address service availability issues within the customer's organizational span of control. - Use self-service support resources to resolve support issues. -The administrator is expected to provide initial assistance for the customer's users. However, if the administrator is unable to resolve issues with the help of self-service support resources, he or she should [Contact support](#contact-support). +The administrator is expected to provide initial assistance for the customer's users. However, if the administrator is unable to resolve issues with the help of self-service support resources, they should [Contact support](#contact-support). ### 21Vianet support role diff --git a/microsoft-365/admin/get-help-with-domains/buy-a-domain-name.md b/microsoft-365/admin/get-help-with-domains/buy-a-domain-name.md index 8ede47b83e6..8033fbdf9fc 100644 --- a/microsoft-365/admin/get-help-with-domains/buy-a-domain-name.md +++ b/microsoft-365/admin/get-help-with-domains/buy-a-domain-name.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/10/2025 +ms.date: 03/18/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 diff --git a/microsoft-365/admin/get-help-with-domains/change-nameservers-at-any-domain-registrar.md b/microsoft-365/admin/get-help-with-domains/change-nameservers-at-any-domain-registrar.md index c29388b09ea..5555a39ab8b 100644 --- a/microsoft-365/admin/get-help-with-domains/change-nameservers-at-any-domain-registrar.md +++ b/microsoft-365/admin/get-help-with-domains/change-nameservers-at-any-domain-registrar.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 11/18/2024 +ms.date: 03/17/2025 audience: Admin ms.topic: install-set-up-deploy ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -45,6 +46,8 @@ Follow these instructions to add and set up your domain in Microsoft 365 so your - You want Microsoft 365 to manage your DNS records for you. (If you prefer, you can [manage your own DNS records](../setup/add-domain.md).) +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ## Add a TXT or MX record for verification > [!NOTE] diff --git a/microsoft-365/admin/get-help-with-domains/create-dns-records-at-any-dns-hosting-provider.md b/microsoft-365/admin/get-help-with-domains/create-dns-records-at-any-dns-hosting-provider.md index 2422cb4ef92..e60e34baf22 100644 --- a/microsoft-365/admin/get-help-with-domains/create-dns-records-at-any-dns-hosting-provider.md +++ b/microsoft-365/admin/get-help-with-domains/create-dns-records-at-any-dns-hosting-provider.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/13/2025 +ms.date: 03/18/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: high ms.collection: - Tier2 @@ -44,6 +45,8 @@ If you want to change the email domain of existing user accounts, follow the ste [Check the Domains FAQ](../setup/domains-faq.yml) if you don't find what you're looking for in this article. +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + > [!TIP] > If you need help with the steps in this article, consider [working with a Microsoft small business specialist](https://go.microsoft.com/fwlink/?linkid=2186871). With Business Assist, admins and users get around-the-clock access to small business specialists as you grow your business, from onboarding to everyday use. diff --git a/microsoft-365/admin/get-help-with-domains/dns-basics.md b/microsoft-365/admin/get-help-with-domains/dns-basics.md index f3bac8841ee..7772c1596ff 100644 --- a/microsoft-365/admin/get-help-with-domains/dns-basics.md +++ b/microsoft-365/admin/get-help-with-domains/dns-basics.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 11/18/2024 +ms.date: 03/18/2025 audience: Admin ms.topic: article ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: high ms.collection: - Tier2 @@ -135,7 +136,6 @@ Why might your domain's zone file be somewhere besides at your domain registrar? ::: moniker range="o365-worldwide" ## Why add a domain in Microsoft 365? - Adding a custom domain, like fourthcoffee.com, to Microsoft 365 lets you use a shorter, more familiar email address and userID with the service. You're [given a domain to use](../setup/domains-faq.yml) when you sign up for a Microsoft 365 account, but it includes "onmicrosoft.com." Many people prefer to add their organization or business domain if they plan to use Microsoft 365 for email. > [!NOTE] diff --git a/microsoft-365/admin/get-help-with-domains/find-and-fix-issues.md b/microsoft-365/admin/get-help-with-domains/find-and-fix-issues.md index 7613ec755be..b0305672102 100644 --- a/microsoft-365/admin/get-help-with-domains/find-and-fix-issues.md +++ b/microsoft-365/admin/get-help-with-domains/find-and-fix-issues.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 06/14/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -43,6 +44,8 @@ Getting your domain set up to work with Microsoft 365 can be challenging. The DN > [!NOTE] > You can check for problems with your domain by checking its status. Go to **Setup** > **Domains** and view the notifications in the **Status** column. If you see an issue, select the three dots (more actions), and then choose **Check health**. The pane that opens will describe any issues occurring with your domain. + +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] ## What's going on? @@ -90,8 +93,13 @@ Check out the guidance in [Verify your Microsoft 365 domain to prove ownership, We can help you track down issues with your domain's DNS setup. The domains troubleshooter in Microsoft 365 will show you any records that you need to fix, and exactly what the records need to be set to. +1. Go to **Setup > Domains**. +1. View the notifications in the **Status** column. +1. If you see an issue, select the three dots (more actions), and then select **Check health**. +1. The pane that opens will describe any issues occurring with your domain. + > [!TIP] -> Got your DNS set up correctly, but mail doesn't work in Outlook on your desktop? Check out the [different mail flow scenarios you can have with Microsoft 365](/exchange/mail-flow-best-practices/mail-flow-best-practices) to make sure you've got things set up correctly for your business. Or get more troubleshooting help with email here: [Fix Outlook problems](/exchange/troubleshoot/outlook-connectivity/outlook-connection-issues). +> Got your DNS set up correctly, but mail doesn't work in Outlook on your desktop? Check out the [different mail flow scenarios you can have with Microsoft 365](/exchange/mail-flow-best-practices/mail-flow-best-practices) to make sure you've got things set up correctly for your business. Or get more troubleshooting help with email at [Fix Outlook problems](/exchange/troubleshoot/outlook-connectivity/outlook-connection-issues). ## Accessing your website isn't working? diff --git a/microsoft-365/admin/get-help-with-domains/find-your-domain-registrar.md b/microsoft-365/admin/get-help-with-domains/find-your-domain-registrar.md index 439854f84d0..1379e61abe9 100644 --- a/microsoft-365/admin/get-help-with-domains/find-your-domain-registrar.md +++ b/microsoft-365/admin/get-help-with-domains/find-your-domain-registrar.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/13/2025 +ms.date: 03/18/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 diff --git a/microsoft-365/admin/get-help-with-domains/godaddy-defederation-process.md b/microsoft-365/admin/get-help-with-domains/godaddy-defederation-process.md index 5e62a681046..dc9abc540b1 100644 --- a/microsoft-365/admin/get-help-with-domains/godaddy-defederation-process.md +++ b/microsoft-365/admin/get-help-with-domains/godaddy-defederation-process.md @@ -4,10 +4,10 @@ description: "Learn how to defederate Microsoft 365 email from Godaddy." author: kelleyvice-msft ms.author: kvice manager: scotv -ms.date: 02/26/2025 +ms.date: 03/18/2025 ms.topic: article -ms.service: microsoft-365-enterprise -ms.subservice: administration +ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -28,6 +28,8 @@ ai-usage: ai-assisted As a Microsoft 365 admin, you might need to defederate your Microsoft 365 account from GoDaddy. This process involves several steps that must be followed carefully to avoid issues with signing in to services like SharePoint and other Microsoft 365 applications. +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + ### Defederation Process Overview To defederate your Microsoft 365 account from GoDaddy, refer to the official GoDaddy documentation. GoDaddy provides a comprehensive guide on how to move your Microsoft 365 email away from their platform. See the following link for detailed instructions: diff --git a/microsoft-365/admin/get-help-with-domains/information-for-dns-records.md b/microsoft-365/admin/get-help-with-domains/information-for-dns-records.md index 0c423424439..f8c90ca10a3 100644 --- a/microsoft-365/admin/get-help-with-domains/information-for-dns-records.md +++ b/microsoft-365/admin/get-help-with-domains/information-for-dns-records.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/13/2025 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -36,6 +37,11 @@ description: "Gather the values/information you need to create DNS records to co Check out all of our small business content on [Small business help & learning](https://go.microsoft.com/fwlink/?linkid=2224585). **[Check the Domains FAQ](../setup/domains-faq.yml)** if you don't find what you're looking for. + +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + +> [!NOTE] +> The procedures in this article assume that you have begun the process of [adding a domain](/admin/setup/add-domain#add-a-domain), but have not yet verified the domain. ### Step 1: Find the TXT record value and verify @@ -91,6 +97,6 @@ Check out all of our small business content on [Small business help & learning]( ## Related content -- [Domains FAQ](../setup/domains-faq.yml) (article)\ -- [Find and fix issues after adding your domain or DNS records](find-and-fix-issues.md) (article)\ +- [Domains FAQ](../setup/domains-faq.yml) (article) +- [Find and fix issues after adding your domain or DNS records](find-and-fix-issues.md) (article) - [Manage domains](/admin) (link page) diff --git a/microsoft-365/admin/get-help-with-domains/remove-a-domain.md b/microsoft-365/admin/get-help-with-domains/remove-a-domain.md index 5a0c75166c0..75fc943c56d 100644 --- a/microsoft-365/admin/get-help-with-domains/remove-a-domain.md +++ b/microsoft-365/admin/get-help-with-domains/remove-a-domain.md @@ -9,6 +9,7 @@ ms.date: 11/18/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -38,6 +39,8 @@ description: "Learn how to remove an old domain from Microsoft 365 and move user Are you removing your domain because you want to add it to a different Microsoft 365 subscription plan? Or do you just want to cancel your subscription? You can [change your plan or subscription](../../commerce/subscriptions/switch-to-a-different-plan.md) or [cancel your subscription](../../commerce/subscriptions/cancel-your-subscription.md). +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + > [!TIP] > If you need help with the steps in this topic, consider [working with a Microsoft small business specialist](https://go.microsoft.com/fwlink/?linkid=2186871). With Business Assist, you and your employees get around-the-clock access to small business specialists as you grow your business, from onboarding to everyday use. diff --git a/microsoft-365/admin/get-help-with-domains/transfer-a-domain-from-microsoft-to-another-host.md b/microsoft-365/admin/get-help-with-domains/transfer-a-domain-from-microsoft-to-another-host.md index 56796687eda..7eabe9c3b29 100644 --- a/microsoft-365/admin/get-help-with-domains/transfer-a-domain-from-microsoft-to-another-host.md +++ b/microsoft-365/admin/get-help-with-domains/transfer-a-domain-from-microsoft-to-another-host.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 08/07/2024 +ms.date: 03/18/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -34,6 +35,8 @@ You can't transfer a Microsoft 365 domain to another registrar for 60 days after > [!NOTE] > A _Whois_ query shows a Microsoft purchased domain registrar as Wild West Domains LLC. However, only Microsoft should be contacted about your Microsoft 365 purchased domain. +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + Sign in as a global administrator, follow these steps to get a code at Microsoft 365, and then go to the other domain registrar website to transfer your domain name to the new registrar. ## Transfer a domain diff --git a/microsoft-365/admin/get-help-with-domains/what-is-a-domain.md b/microsoft-365/admin/get-help-with-domains/what-is-a-domain.md index ebaaee88bff..8ecd4db09ba 100644 --- a/microsoft-365/admin/get-help-with-domains/what-is-a-domain.md +++ b/microsoft-365/admin/get-help-with-domains/what-is-a-domain.md @@ -2,13 +2,14 @@ title: "What is a domain?" f1.keywords: - CSH -ms.author: nkagole -author: nataliekagole +ms.author: kvice +author: kelleyvice-msft manager: scotv -ms.date: 08/12/2024 +ms.date: 03/18/2025 audience: Admin ms.topic: concept-article ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -64,7 +65,7 @@ You can use a Microsoft domain like *yourcompany.onmicrosoft.com* to sig ## Feeling stuck? -Call Microsoft Support - [Get help setting up a domain](../../business-video/get-help-support.md) +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] ## Related content diff --git a/microsoft-365/admin/m365-katakana-glossary.md b/microsoft-365/admin/m365-katakana-glossary.md index ce1bc12195a..485aa31712f 100644 --- a/microsoft-365/admin/m365-katakana-glossary.md +++ b/microsoft-365/admin/m365-katakana-glossary.md @@ -15,8 +15,8 @@ ms.collection: - scotvorg - must-keep ROBOTS: NOINDEX, NOFOLLOW -description: "Learn how to view the Japanese katakana glossary for the Microsoft 365 admin center." -ms.date: 10/18/2023 +description: "Understand the Japanese katakana terms used in the Microsoft 365 admin center." +ms.date: 03/13/2025 --- @@ -25,151 +25,150 @@ ms.date: 10/18/2023 # Microsoft 365 admin center katakana glossary -Explanations have been added to the main katakana terms used in the Microsoft 365 Management Center. For more detailed information, please refer to the text in the link on each item. +Explanations have been added to the main Katakana terms used in Microsoft 365 Admin Center. For details, refer to the text within each link. ## Account -![Account](../media/katanaglossary/001_account.png) +:::image type="content" source="../media/katanaglossary/001-account-en.png" alt-text="Screenshot of Create account for another user card on the admin center home page."::: -Refers to an identifying name assigned to an individual within an organization/company for the purpose of using Microsoft 365. It is created for each organization/company and a separate account is usually assigned to each individual. Use this account to use Microsoft 365 services. +Refers to the name assigned to an individual within an organization for the purpose of using Microsoft 365. It is created for each organization/company, and a separate account is assigned to each individual. Use this account to access Microsoft 365 services. -[Add users and assign licenses](add-users/add-users.md) +[Add a user and assign a license](add-users/add-users.md) ## Add-on -![Add-on](../media/katanaglossary/002_1_addon.png) +:::image type="content" source="../media/katanaglossary/002-1-addon-en.png" alt-text="Screenshot of a subscription details page." lightbox="../media/katanaglossary/002-1-addon-en.png"::: -This is not a stand-alone offering by itself, but an additional feature to a service that is subscribed to by subscription. It provides more advanced and new features. +Not a standalone offering. It is an additional feature for services within a subscription. Detailed and new features are available. -[Purchase or manage add-ons](../commerce/buy-or-edit-an-add-on.md) +[Buy or manage add-on](../commerce/buy-or-edit-an-add-on.md) ## Alias -Another name for e-mail, etc. Refers to a name given to an e-mail distribution list, etc., that is shared by several people. +Nickname for e-mails. It references nicknames assigned to email distribution lists shared among multiple users. -## Custom domain +## Custom Domain -![Custom domain](../media/katanaglossary/003_customdomain.png) +:::image type="content" source="../media/katanaglossary/003-customdomain-en.png" alt-text="Screenshot of card showing the new domain name on the admin center home page."::: -Also referred to as an original domain. An Internet domain dedicated to an organization, such as a company or school. The organization can use its own unique name to establish an e-mail address or a website. A domain indicates a location on the Internet and is used in URLs to indicate where to send e-mails or locate websites. Obtaining a name that is easy to understand and remember is effective in branding your company. +Also known as the original domain. It is an Internet domain dedicated to organizations such as businesses and schools. Organizations can use their own names to create email addresses and websites. A domain identifies a location on the Internet, and used as a URL to specify e-mail destinations or find websites. Acquiring a name that is simple and easy to remember is effective for corporate branding. [Add a domain to Microsoft 365](setup/add-domain.md) -## Cloud storage +## Cloud Storage -![Cloud storage](../media/katanaglossary/004_cloudstorage.png) +:::image type="content" source="../media/katanaglossary/004-cloudstorage.png" alt-text="Diagram showing cloud storage options."::: -A place or device for storing files on the Internet. It can be beneficial when an individual uses the same file from multiple terminals or devices, or when multiple people work together. It is suitable for referencing and modifying files from different environments such as PCs and mobile devices, internal and remotely. +A location or device to store files on the Internet. An individual user can access a file from multiple platforms or devices, and multiple users can collaborate on the same file. It is suitable to internally and remotely reference and edit files in various environments, such as on PCs or mobile devices. ## Groups -![Groups](../media/katanaglossary/005_group_updated.png) +:::image type="content" source="../media/katanaglossary/005-group-updated-en.png" alt-text="Screenshot of the Add Group workflow." lightbox="../media/katanaglossary/005-group-updated-en.png"::: -By using Microsoft 365 Groups, you can easily select teammates to collaborate with, and then share files and information among them to make collaboration easier. +By using Microsoft 365 Groups, easily select teammates for collaboration. Facilitate a smooth collaboration by sharing files and other information within the team. -[Create a group](create-groups/create-groups.md) +[Create Group](create-groups/create-groups.md) -Various groups +Various Groups -[Compare groups](create-groups/compare-groups.md) +[Compare Groups](create-groups/compare-groups.md) -## Global administrator +## Global Administrator -![Global administrator](../media/katanaglossary/006_globaladmin.png) +:::image type="content" source="../media/katanaglossary/006-globaladmin-en.png" alt-text="Screenshot that shows giving a user admin center access." lightbox="../media/katanaglossary/006-globaladmin-en.png"::: -The global administrator, usually has the authority to change, delete, or set new settings for all setting items. +A global administrator has the authority to edit, delete, or configure new settings. -If you wish to appoint an administrator with limited administrative functions (e.g. you want to give them administrative functions but not allow them to purchase new services.), please refer to the following article. +To appoint an administrator with limited management features (e.g., grant administrative roles without authority to purchase new services), refer to the following article. -[About the administrator role of the Microsoft 365 Management Center](add-users/about-admin-roles.md) +[Administrator Roles in the Microsoft 365 Management Center](add-users/about-admin-roles.md) -## Guest or guest user +## Guest or Guest User -Someone from outside the organization/company who can view or change certain authorized files or information, or participate in authorized meetings. +Users outside an organization/company who can view or edit specific authorized files and information, or participate in permitted meetings. -[Sharing with external or guest in OneDrive, SharePoint, and Lists](https://support.microsoft.com/office/7aa070b8-d094-4921-9dd9-86392f2a79e7) +[Share in OneDrive, SharePoint, and Lists with an external member or guest](https://support.microsoft.com/office/7aa070b8-d094-4921-9dd9-86392f2a79e7) -[Guest access with Microsoft Teams](/microsoftteams/guest-access) +[Microsoft Teams guest access](/microsoftteams/guest-access) -## Collaboration and communication +## Collaboration and Communication -Cooperating with several different organizations and people toward a common purpose or goal. Refers to a modern work style in which people from different organizations and workplaces collaborate by sharing information and files via Teams, SharePoint, OneDrive, etc., and keeping in touch via Teams. +Collaborate with multiple different organizations or users to achieve a common purpose or goal. In a modern work style, users from different organizations or workplaces collaborate by sharing information and files through Teams, SharePoint, or OneDrive, while communicating on Teams. -![Collaboration and communication](../media/katanaglossary/007_collabo-commu.png) +:::image type="content" source="../media/katanaglossary/007-collabo-commu-en.png" alt-text="Diagram showing products used for collaboration and communication."::: -## Service (online service) +## Service (Online Service) -A computer or software function that is provided over a network (Internet). It is distinguished from software that is executed directly on the PC at your disposal. +Computer and software features that are provided over a network (Internet). It is distinguished from software that is locally run by a PC user. -## Website address +## Site Address -In Microsoft 365, it refers to the URL of the SharePoint site. +In Microsoft 365, it refers to the URL of a SharePoint site. ## Sign-in -To make the service available for use from the account via authentication, or to allow the service to recognize the user. Microsoft 365 services becomes available by signing in. +Enables access to services through account-based authentication, or allows the service to identify the user. Once you sign in, you will have access to Microsoft 365 services. ## Subscription -A type of contract in which the right to use a service for a certain period of time is purchased, as opposed to the purchase of the right to use software on a perpetual basis, which has been the norm in the past. With Microsoft 365, payment is done on a monthly or a yearly basis. +A type of contract to purchase the right to use a service for a specified period, as opposed to the conventional one-time purchase of a software license. With Microsoft 365, payment is on a monthly or a yearly basis. ## Security -A system to prevent confidential and personal information of organizations, employees, customers, etc. from being illegally obtained or leaked to outside parties. +A system to prevent illegal access or leakage of confidential or personal information of organizations, employees, customers, etc. ## Domain -The part of a website or e-mail address that corresponds to an address on the Internet used for a website or e-mail address. -E.g.: contoso.com part of www.contoso.com and mail@contoso.com. +A part of the website and email address that corresponds to the internet address used on the corresponding website and email address. For example, the said part for www\.contoso\.com and mail\@contoso\.com is contoso\.com. ## Training and guide -![Training and guide](../media/katanaglossary/008_trainingguide.png) +:::image type="content" source="../media/katanaglossary/008-trainingguide-en.png" alt-text="Screenshot of the training card on the admin center home page."::: -Refers to learning texts and videos for using and managing Microsoft 365 provided by Microsoft. +Educational texts and videos to use and manage Microsoft 365, provided by Microsoft. ## Public -In Microsoft 365, it refers to the state of being viewable or editable by all users in the organization. E.g.: Public group: A group in which anyone in the organization can participate. +In Microsoft 365, it is the state of being viewable or editable by all users within an organization. E.g., Public Group: A group that all users within the organization can join. -## Give feedback +## Give Feedback -![Feedback](../media/katanaglossary/009_feedback.png) +:::image type="content" source="../media/katanaglossary/009-feedback-en.png" alt-text="Screenshot of the Send Feedback button in the admin center."::: -Refers to sending comments or requests to Microsoft from users of the service. +Comments and requests sent to Microsoft, by a service user. -For matters that require customer support attention in accordance with your support contract, please use the "Help and Support" link at the top of the page, and for non-support related issues such as usability or new feature suggestions, please use this feedback form to send your suggestions. The development team looks directly at the content. The more specific your comments and requests are, the more likely it will be implemented. +For customer support included in your support agreement, use the "Help and Support" link at the top of the page. For suggestions on usability and new features, as well as other issues not related to support, use this feedback form to submit proposals. The development team will review its content. The more specific the comments and requests, the higher the likelihood of their implementation. ## Privacy -![Privacy](../media/katanaglossary/010_privacy_updated.png) +:::image type="content" source="../media/katanaglossary/010-privacy-updated-en.png" alt-text="Screenshot of the Add Group workflow showing the Privacy settings for a group." lightbox="../media/katanaglossary/010-privacy-updated-en.png"::: -A function to set the scope of disclosure of files and information related to the protection of personal information. Different disclosure ranges can be set, such as making files and information available to everyone in the organization (public), or just available to a few designated people (private). +Settings to restrict the disclosure of files and information related to the protection of personal data. Choose from various disclosure levels, such as to make files and information available to all users within the organization (public) or to only specified users (private). [Manage data privacy and data protection with Microsoft Priva and Microsoft Purview](../solutions/data-privacy-protection.md) ## Private -A state in which only certain people within an organization can view, modify, etc. The owner or administrator of that information or group can set which people are granted permission to connect. E.g.: Private group +A state where only specific users within the organization can view or make changes. The owner or administrator of the information or group can set which users are granted permission to connect. E.g., Private Group -## Billing profile +## Billing Profile -![Billing profile](../media/katanaglossary/011_billpayments.png) +:::image type="content" source="../media/katanaglossary/011-billing-profiles-en.png" alt-text="Screenshot of the Billing and Payment page with the Billing Profile tab selected."::: -Billing information and other information related to Microsoft 365 payments are stored. It is used to pay for products and services purchased from Microsoft. Note: Billing profiles are not used for products and services purchased from Microsoft.com or the Management Center. +Stored information related to billing, such as payment details for Microsoft 365. It is used to pay for products and services purchased from Microsoft. Note: Billing profiles are not used for products and services purchased from Microsoft.com or the Admin Center. -[Understanding the billing profile](../commerce/billing-and-payments/manage-billing-profiles.md) +[About Billing Profile](../commerce/billing-and-payments/manage-billing-profiles.md) -## Hosted domains +## Hosted Domains -![Hosted domains](../media/katanaglossary/012_domain.png) +:::image type="content" source="../media/katanaglossary/012-domain-en.png" alt-text="Screenshot of how to verify your domain."::: -The domain service used by Microsoft 365. Used for website URLs and e-mail addresses. You can purchase it from the Microsoft 365 Management Center, or if you already have your own domain you can use that one. +Refers to domain services used in Microsoft 365. It is used for website URLs and email addresses. It can be purchased from the Microsoft 365 Admin Center, or you can use an existing domain that you already own. ## License -![License](../media/katanaglossary/013_licenses.png) +:::image type="content" source="../media/katanaglossary/013-licenses-en.png" alt-text="Screenshot showing the number of licenses bought and assigned for a subscription." lightbox="../media/katanaglossary/013-licenses-en.png"::: -Refers to the usage and access rights assigned to individual employees when an organization purchases Microsoft 365. To use Microsoft 365, licenses must be purchased for the number of users and assigned to each user. +Usage and access rights assigned to individual employees of an organization that purchases Microsoft 365. To use Microsoft 365, purchase and assign a license for each user. [Assign a Microsoft 365 license to a user](manage/assign-licenses-to-users.md) diff --git a/microsoft-365/admin/manage/assign-licenses-to-users.md b/microsoft-365/admin/manage/assign-licenses-to-users.md index 65d963dfbe2..d6cb7ce3648 100644 --- a/microsoft-365/admin/manage/assign-licenses-to-users.md +++ b/microsoft-365/admin/manage/assign-licenses-to-users.md @@ -32,7 +32,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to assign or unassign licenses for your users in the Microsoft 365 admin center." -ms.date: 01/06/2025 +ms.date: 04/07/2025 --- # Assign or unassign licenses for users in the Microsoft 365 admin center diff --git a/microsoft-365/admin/manage/change-address-contact-and-more.md b/microsoft-365/admin/manage/change-address-contact-and-more.md index 420e8eff2ae..8f53dff18d0 100644 --- a/microsoft-365/admin/manage/change-address-contact-and-more.md +++ b/microsoft-365/admin/manage/change-address-contact-and-more.md @@ -1,5 +1,5 @@ --- -title: "Change your organization's address and technical contact in the Microsoft 365 admin center" +title: "Change your organization's address, contact preferences, and technical contact in the Microsoft 365 admin center" f1.keywords: - CSH author: cmcatee-MSFT @@ -28,11 +28,11 @@ description: "Learn how to make changes to your organization's profile, includin ms.date: 10/06/2024 --- -# Change your organization's address and technical contact in the Microsoft 365 admin center +# Change your organization's address, contact preferences, and technical contact in the Microsoft 365 admin center As an admin, you can use the Microsoft 365 admin center to make changes to your organization profile, like your organization name, address, phone number, and technical contact. -To change the address associated with your bill or subscription, see [Change your billing addresses for Microsoft 365 for business](../../commerce/billing-and-payments/change-your-billing-addresses.md). +To change the address associated with your bill or subscription, see [Change your billing addresses for Microsoft 365 for business](../../commerce/billing-and-payments/change-your-billing-addresses.md). ## Before you begin @@ -68,7 +68,7 @@ To change information on your organization's profile page, use the following ste > [!NOTE] > SharePoint Online and OneDrive have a 256-character limit on Windows PCs. If you exceed the character limit, you receive an error message when you try to do anything within the synchronized document libraries, like creating folders or renaming documents. -## What do the organization information fields mean? +### What do the organization information fields mean? The following table explains the fields shown in the **Organization information** pane. @@ -81,6 +81,24 @@ The following table explains the fields shown in the **Organization information* |Technical contact | The email address for the primary technical person who administers your subscription. This person receives communications about Microsoft service status. | |Preferred language | Determines the language for all communications that are sent from Microsoft to your organization. When you sign up, this setting determines the language used by SharePoint Online, that your users see on your team site. If you change the language preference setting after you sign up, all future communications are sent in the most recent language selected.

**IMPORTANT:** The language used by SharePoint Online can't be changed. | +## Change your contact preferences for communications from Microsoft + +Use the **Contact preferences** section of the Settings & privacy page to choose the Microsoft 365 product-related communications that you want to receive. + +Read [Update your admin phone number and email address in Microsoft 365](update-phone-number-and-email-address.md) for info on how to change your admin cell phone number and email address. + +### To update your information + +1. In the admin center, select the **Settings** icon in the top right of the header. + +2. Select **Update contact preferences**. + +3. Under **Contact preferences**, choose the types of product-related communications you want to receive. + +4. Choose **Save** when you're done. + +For Office 365 Enterprise, Microsoft 365 Business Standard, and Microsoft 365 Business Basic, when you first signed up as an admin for Microsoft 365, depending on the country or region of the users in your organization, your users might be automatically signed up to receive product-related communications. + ## Change organization settings for Cloud PCs By default, new Cloud PCs are created with the Windows 11 operating system and the Standard User account type. To change these default settings, use the following steps. diff --git a/microsoft-365/admin/manage/change-contact-preferences.md b/microsoft-365/admin/manage/change-contact-preferences.md deleted file mode 100644 index 97928e97b64..00000000000 --- a/microsoft-365/admin/manage/change-contact-preferences.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: "Change your contact preferences for communications from Microsoft" -f1.keywords: -- NOCSH -ms.author: kwekua -author: kwekuako -manager: scotv -ms.date: 01/06/2025 -audience: Admin -ms.topic: article -ms.service: microsoft-365-business -ms.localizationpriority: medium -ms.custom: AdminSurgePortfolio -ms.collection: -- Tier3 -- scotvorg -description: "Update your organization's contact information and choose the Microsoft 365 product-related communications you want to receive." ---- - -# Change your contact preferences for communications from Microsoft - -Use the **Contact preferences** section of the Settings & privacy page to choose the Microsoft 365 product-related communications that you want to receive. - -Read [Update your admin phone number and email address in Microsoft 365](update-phone-number-and-email-address.md) for info on how to change your admin cell phone number and email address. - -If you're looking for how to change company profile information, such as organization's name and address, primary company phone number, and technical contact information, see [Change your organization's address, technical contact email, and other information](change-address-contact-and-more.md). - -## To update your information - -1. In the admin center, select the **Settings** icon in the top right of the header. - -2. Select **Update contact preferences**. - -3. Under **Contact preferences**, choose the types of product-related communications you want to receive. - -4. Choose **Save** when you're done. - -For Office 365 Enterprise, Microsoft 365 Business Standard, and Microsoft 365 Business Basic, when you first signed up as an admin for Microsoft 365, depending on the country or region of the users in your organization, your users might be automatically signed up to receive product-related communications. - -For answers to billing questions, see: - -- [Change your billing addresses for Microsoft 365 for business](../../commerce/billing-and-payments/change-your-billing-addresses.md) - -- [Manage payment methods](../../commerce/billing-and-payments/manage-payment-methods.md) diff --git a/microsoft-365/admin/manage/deploy-addins-for-gcch.md b/microsoft-365/admin/manage/deploy-addins-for-gcch.md index 5200306c56b..9c04b246e2a 100644 --- a/microsoft-365/admin/manage/deploy-addins-for-gcch.md +++ b/microsoft-365/admin/manage/deploy-addins-for-gcch.md @@ -24,10 +24,10 @@ description: "Deploy Office Add-ins in Microsoft 365 GCC High environments." This article was written by [Eric Splichal](https://social.technet.microsoft.com/profile/Splic-MSFT), Sr. Support Escalation Engineer. -Centralized deployment for Office Add-ins can be managed at an administrative level in Microsoft 365 for Business. Since Government Community Cloud High (GCC High) tenants do not have access to the Office store, you will need to deploy Office Add-ins through the following process. +Centralized deployment for Office Add-ins can be managed at an administrative level in Microsoft 365 for Business. Since Government Community Cloud High (GCC High) tenants don't have access to the Office store, you'll need to deploy Office Add-ins through the following process. 1. In your browser, go to appsource.microsoft.com. -2. Click on the tile of the add-in you want to deploy (do not click the Get it now button). This will open the details page for the add-in. +2. Click on the tile of the add-in you want to deploy (don't click the Get it now button). This will open the details page for the add-in. 3. In the URL for the details page, find and copy the AssetID value. For example, if the URL is "https://appsource.microsoft.com/en-US/product/office/WA1234567989?tab=Overview", the AssetID value is WA1234567989. 4. Paste the AssetID value to the following URL: "https://store.office.com/app/download?assetid=value&cmu=en-001". For example, using the example AssetID value from the previous step, the URL would need to be updated to "https://store.office.com/app/download?assetid=WA1234567989&cmu=en-001". 5. In your browser, go to admin.microsoft.com to open the Microsoft 365 admin center. @@ -38,4 +38,15 @@ Centralized deployment for Office Add-ins can be managed at an administrative le 10. Select I have a URL for the manifest file, and then enter the URL you updated that includes your AssetID for your add-in. 11. Select Upload. 12. On the Configure add-in page, choose the users you want to have access to the add-in, then select Deploy. +13. If the above steps fail to deploy the Add-in, it's possible your Tenant is blocking the store. If this is the case, please continue. +14. Paste the URL built out from step 4 above into a browser. This is the raw xml. +15. Copy the xml and paste into notepad. +16. Name the file Manifest.xml. +17. Instead of using the URL option, choose I have the manifest file (.xml) on this device. +18. Click on Choose File. +19. Browse to your Manifest.xml file and select it. +20. Select Upload. +21. On the Configure add-in page, choose the users you want to have access to the add-in, then select Deploy. +> [!IMPORTANT] +> After selecting Deploy, if there's an error concerning Admin Consent, the Add-in isn't GccH compatible and the Developer of the Add-in should be contacted to allow their Add-in to be GccH compliant. diff --git a/microsoft-365/admin/manage/manage-addins-in-the-admin-center.md b/microsoft-365/admin/manage/manage-addins-in-the-admin-center.md index 10ca24c5ad2..a8232fbd140 100644 --- a/microsoft-365/admin/manage/manage-addins-in-the-admin-center.md +++ b/microsoft-365/admin/manage/manage-addins-in-the-admin-center.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 06/21/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -33,7 +33,7 @@ description: "Learn about using Centralized add-ins to deploy add-ins to users a > [!NOTE] > [Integrated Apps](test-and-deploy-microsoft-365-apps.md) is the recommended and most feature-rich way for most customers to centrally deploy Office add-ins to users and groups within your organization. -Office Add-ins help you personalize your documents and streamline the way you access information on the web. See [Start using your Office Add-in](https://support.microsoft.com/office/82e665c4-6700-4b56-a3f3-ef5441996862). +Office Add-ins help you personalize your documents and streamline the way you access information on the web. See [Start using your Office Add-in](https://support.microsoft.com/office/82e665c4-6700-4b56-a3f3-ef5441996862). After a Global or Exchange admin deploys add-ins for users in an organization, they can turn add-ins off or on, edit, delete, and manage access to the add-ins. @@ -79,7 +79,7 @@ Post deployment, admins can also manage user access to add-ins. 4. Save the changes. -## Manage add-in downloads by turning on/off the Office store across all apps (Except Outlook) +## Manage add-in downloads by turning on/off the Office store across all apps (Except Outlook) > [!NOTE] > Outlook add-in installation is managed by a [different process](/exchange/clients-and-mobile-in-exchange-online/add-ins-for-outlook/specify-who-can-install-and-manage-add-ins). @@ -91,13 +91,13 @@ As an organization you may wish to manage the download of Office add-ins from th 1. In the admin center, go to the **Settings** \> [Org settings](https://go.microsoft.com/fwlink/p/?linkid=2053743) page. 2. Select **User owned apps and services**. - + 3. Check or clear the option to allow or prevent users to access the Office store. Options available in non-educational tenants: - + ![Let user access office store settings](../../media/user-owned-apps-and-services.png) - + Options available in educational tenants: ![Let user access office store settings for EDU](../../media/user-owned-apps-and-services-edu.png) diff --git a/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps.md b/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps.md index e1cb2af2e80..35309faaf0a 100644 --- a/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps.md +++ b/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps.md @@ -32,7 +32,6 @@ description: "Learn how to manage agents for Microsoft 365 Copilot on the Integr > [!IMPORTANT] > -> - You must have Microsoft 365 Copilot license to use agents for Copilot. > - The capability is enabled by default in all Microsoft 365 Copilot licensed tenants. > - Admins can manage how individual agents are approved for use and which agents are enabled. diff --git a/microsoft-365/admin/manage/manage-deployment-of-add-ins.md b/microsoft-365/admin/manage/manage-deployment-of-add-ins.md index 31eea247e69..d59e33bc942 100644 --- a/microsoft-365/admin/manage/manage-deployment-of-add-ins.md +++ b/microsoft-365/admin/manage/manage-deployment-of-add-ins.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: efrene author: efrene manager: scotv -ms.date: 10/23/2024 +ms.date: 03/31/2025 audience: Admin ms.topic: install-set-up-deploy ms.service: microsoft-365-business @@ -100,7 +100,7 @@ Before you begin, see [Determine if Centralized Deployment of add-ins works for 7. A green tick appears when the add-in is deployed. Follow the on-page instructions to test the add-in. > [!NOTE] -> Users might need to relaunch Microsoft 365 to view the add-in icon on the app ribbon. Add-ins can take up to 24 hours to appear on app ribbons. +> Users might need to relaunch Microsoft 365 to view the add-in icon on the app ribbon. Add-ins can take up to 72 hours to appear on app ribbons. 8. When finished, select **Next**. If you've deployed to just yourself, you can select **Change who has access to add-in** to deploy to more users. diff --git a/microsoft-365/admin/manage/manage-group-licenses.md b/microsoft-365/admin/manage/manage-group-licenses.md index bc9870b16df..449b8b34dcb 100644 --- a/microsoft-365/admin/manage/manage-group-licenses.md +++ b/microsoft-365/admin/manage/manage-group-licenses.md @@ -20,7 +20,7 @@ ms.custom: - admindeeplinkMAC search.appverid: MET150 description: "Learn how to assign or unassign licenses to groups in the Microsoft 365 admin center." -ms.date: 01/06/2025 +ms.date: 04/07/2025 --- # Assign or unassign licenses to a group in the Microsoft 365 admin center diff --git a/microsoft-365/admin/manage/office-addins.md b/microsoft-365/admin/manage/office-addins.md index 9910cbdc576..5a2afdadb5e 100644 --- a/microsoft-365/admin/manage/office-addins.md +++ b/microsoft-365/admin/manage/office-addins.md @@ -1,5 +1,5 @@ --- -title: "Deploy and manage Office Add-ins" +title: "Deploy and manage Office Add-ins through Integrated Apps" f1.keywords: - NOCSH ms.author: efrene @@ -7,7 +7,7 @@ author: efrene manager: scotv ms.date: 05/11/2023 audience: Admin -ms.topic: install-set-up-deploy +ms.topic: article ms.service: microsoft-365-business ms.localizationpriority: medium ms.collection: @@ -20,13 +20,11 @@ ROBOTS: NOINDEX, NOFOLLOW description: "An overview of how to deploy and manage Office Add-ins." --- -# Deploy and manage Office Add-ins +# Deploy and manage Office Add-ins through Integrated Apps ## What are Office add-ins? -Microsoft has partnered with leading companies to build programs that help you get things done right from your Microsoft applications. These programs are called Office Add-ins and help you personalize your inbox, documents and streamline the way you access information on the web (see [Start using your Office Add-in](https://support.microsoft.com/office/82e665c4-6700-4b56-a3f3-ef5441996862)). - -An Office add-in can be used on Word, Excel, PowerPoint, and Outlook. These add-ins are supported in three desktop platforms Windows, Mac, and Online Office apps. It's also supported on iOS and Android (Outlook Mobile Add-ins only). +Microsoft partnered with leading companies to build programs that help you get things done right from your Microsoft applications. These programs are called Office Add-ins and they bring powerful web services directly into Office. For more information, see [Start using your Office Add-in](https://support.microsoft.com/office/82e665c4-6700-4b56-a3f3-ef5441996862). ## Before you begin @@ -34,11 +32,15 @@ Management and deployment via Integrated Apps require that the users are using M ### Office Requirements -For Word, Excel, and PowerPoint add-ins, your users must be using one of the following versions: +Deployment via Integrated Apps is supported for Outlook, Excel, Word, and PowerPoint add-ins. They run across multiple platforms, including Windows, Mac, iPad, and in a browser. Outlook add-ins are also supported on mobile (iOS and Android). + +For Word, Excel, and PowerPoint add-ins, Integrated Apps deployment is only supported on Windows, Mac, and the web (not iPad). Additionally, your users must meet these version requirements. + - On a Windows device, Version 1704 or later of Microsoft 365 Business licenses (Business Basic, Business Standard, Business Premium), Office 365 Enterprise licenses (E1/E3/E5/F3), or Microsoft 365 Enterprise licenses (E3/E5/F3). - On a Mac, Version 15.34 or later. -For Outlook, your users must be using one of the following versions: +For Outlook, your users must meet these version requirements. + - Version 1701 or later of Microsoft 365 Business licenses (Business Basic, Business Standard, Business Premium), Office 365 Enterprise licenses (E1/E3/E5/F3), or Microsoft 365 Enterprise licenses (E3/E5/F3). - Version 1808 or later of Office Professional Plus 2019 or Office Standard 2019. - Version 16.0.4494.1000 or later of Office Professional Plus 2016 (MSI) or Office Standard 2016 (MSI). @@ -52,45 +54,42 @@ For Outlook, your users must be using one of the following versions: ### Exchange Online Requirements -Microsoft Exchange stores the add-in manifests within your organization's tenant. The admin deploying /pre-installing add-ins and the users receiving those add-ins must be on a version of Exchange Online that supports OAuth authentication. +Microsoft Exchange stores the add-in manifests within your organization's tenant. The admin deploying add-ins and the users receiving those add-ins must be on a version of Exchange Online that supports OAuth authentication. OAuth connectivity per user is verified by using the *Test-OAuthConnectivity* PowerShell cmdlet. -Check with your organization's Exchange admin to find out which configuration is in use. OAuth connectivity per user can be verified by using the *Test-OAuthConnectivity* PowerShell cmdlet. +Deployment doesn't support the following scenarios. -Deployment doesn't support the following scenarios: -- Add-ins that target Word, Excel, or PowerPoint in Office 2013 -- An on-premises directory service -- Add-in Deployment to an Exchange On-prem Mailbox +- Add-ins that target Word, Excel, or PowerPoint in Office 2013. +- An on-premises directory service. +- Add-in deployment to an Exchange on-premises Mailbox. - Deployment of Component Object Model (COM) or Visual Studio Tools for Office (VSTO) add-ins. - Deployments of Microsoft 365 that don't include Exchange Online such as Microsoft 365 Apps for Business and Microsoft 365 Apps for Enterprise. ## Controls for managing Office add-ins -As an admin, you can manage Office add-ins in your organization as follows: -1. Deploy an Office Add-in for users in your organization. -2. Manage how users can install and use Office add-ins. -3. Upload custom Office add-ins for your organization. +As an admin, you can manage Office add-ins in your organization as follows. -### Prepare to deploy and manage Office Add-ins via Integrated Apps +- Deploy an Office Add-in for users in your organization. +- Manage how users can install and use Office Add-ins. +- Upload custom Office add-ins for your organization. -Office Add-ins help you personalize your documents and streamline the way you access information on the web (see Start using your Office Add-in). Add-ins provide the following benefits: +### Prepare to deploy and manage Office Add-ins via Integrated Apps -- When the relevant Office application starts, the add-in automatically downloads. If the add-in supports add-in commands, the add-in automatically appears in the ribbon within the Office application. -- Add-ins no longer appear for users if the admin turns off or deletes the add-in. Also if the user is removed from Microsoft Entra ID or from a group that the add-in is assigned to. Learn how to perform these actions in the following section. +When the relevant Office application starts, the add-in automatically downloads. If the add-in supports add-in commands, the add-in automatically appears in the ribbon within the Office application. -Add-ins are supported in three desktop platforms: Windows, Mac, and Online Office apps. It's also supported in iOS and Android (Outlook Mobile Add-ins Only). +Add-ins no longer appear for users if the admin turns off or deletes the add-in. They'll also stop appearing if the user is removed from Microsoft Entra ID or from a group that the add-in is assigned to. Learn how to perform these actions in the following section, [Deploy your Office Add-ins](#deploy-your-office-add-ins). -It can take up to 24 hours for an add-in to show up for client for all users. +Add-in deployment is supported on three platforms: Windows, Mac, and on the web. It's also supported on iOS and Android for Outlook add-ins. Currently, Exchange admins and Global admins can deploy add-ins from Integrated apps. -## Deploy your Office add-ins +## Deploy your Office Add-ins -Deploying an add-in means you're pre-installing the add-in for a specific set of users in your organization. All management actions taken on a deployed add-in are fully controlled by the admin. You can find, test, and fully deploy apps published by Microsoft and other leading partners. By purchasing and licensing the apps from the admin center, you can add Microsoft and Microsoft partner apps to your list from a single location. +Deploying an add-in means you're preinstalling the add-in for a specific set of users in your organization. The admin fully controls all management actions taken on a deployed add-in. You can find, test, and fully deploy apps published by Microsoft and other partners. By purchasing and licensing the apps from the admin center, you add Microsoft and Microsoft partner apps to your list from a single location. 1. In the admin center, in the left nav, choose **Settings**, and then choose **Integrated apps**. 2. In the Deployed Apps list, select **Get apps** to get a view of the apps. 3. On the **Microsoft 365 Apps published apps** page, select the app you want to deploy by choosing **Get it now**. Accept the permissions and select **Continue**. -4. Select **Deploy** at the top of the page next to the message that refers to waiting to be deployed. If the app selected is linked to a SaaS offer by an ISV, all the other apps that are part of this linked offer appear on the Configuration page. If you choose to deploy all of the apps, select **Next**. Otherwise, select **Edit**, and choose which apps you want to deploy. Some apps require you to add users before you can select **Deploy**. +4. Select **Deploy** at the top of the page next to the message that refers to waiting to be deployed. If the app selected is linked to a SaaS offer by an independent software vendor (ISV), all the other apps that are part of this linked offer appear on the Configuration page. If you choose to deploy all of the apps, select **Next**. Otherwise, select **Edit**, and choose which apps you want to deploy. Some apps require you to add users before you can select **Deploy**. 5. Select **Add users**, choose **Is this a test deployment**, and then select either **Entire organization**, **Specific users/groups**, or **Just me**. Specific users/groups can be a Microsoft 365 group, a security group, or a distributed group. You can also choose **Test deployment** if you prefer to wait to deploy the app to the entire organization. 6. Select **Next** to get to the **Accept permission request** page. The app capabilities and permissions of each of the apps are listed. If the app needs consent, select **Accept permissions**. Only a global administrator can give consent. 7. Select **Next** to review the deployment and choose **Finish deployment**. You can view the deployment from the **Overview** tab by choosing **View this deployment**. In the Microsoft 365 admin center, you can see the status of each deployed app and the date you deployed the app. @@ -99,7 +98,7 @@ It can take up to 24 hours for an add-in to show up for client for all users. ### Considerations when deploying an add-in to users and groups -Admins can deploy an add-in to everyone or to specific users and groups. Each option has implications: +Admins can deploy an add-in to everyone or to specific users and groups. Each option has implications. - **Everyone**: This option assigns the add-in to every user in the organization. Use this option sparingly and only for add-ins that are truly universal to your organization. - **Users**: If you assign an add-in to an individual user, and then deploy the add-in to a new user, you must first add the new user. @@ -110,7 +109,7 @@ The right option for your organization depends on your configuration. However, w ### Recommended approach for deploying Office Add-ins -To roll out add-ins by using a phased approach, we recommend the following actions: +To roll out add-ins by using a phased approach, we recommend the following actions. 1. Roll out the add-in to a small set of business stakeholders and members of the IT department. If the deployment is successful, move to step 2. 2. Roll out the add-in to more individuals within the business. Again, evaluate the results and, if successful, continue with full deployment. @@ -120,17 +119,17 @@ Depending on the size of the target audience, you can add or remove roll-out ste ### Scenarios where Exchange admin can't deploy an add-in -There are two cases in which an Exchange Admin aren't able to deploy an add-in: +There are two cases in which an Exchange Admin isn't able to deploy an add-in. -- If an add-in needs permission to MS Graph APIs and needs consent from a global admin. -- If an add-in is linked to two or more add-ins and webapps, and at least one of these add-ins is deployed by another admin (Exchange or global) and the user assignment isn't uniform. We only allow deployment of add-ins when the user assignment is the same for all the already deployed apps. +- If an add-in needs permission for Microsoft Graph APIs and needs consent from a global admin. +- If an add-in is linked to two or more apps, another admin (Exchange or global) deployed at least one of those linked apps, and the user assignment isn't uniform. We only allow deployment of add-ins when the user assignment is the same for all the already deployed apps. ### Edit users for deployed add-ins Post deployment, admins can also edit the deployed to add-ins. 1. In the admin center, select **Settings**, then select **Integrated apps**. -2. On the **Integrated apps** page, it displays a list of apps that are either single add-ins or add-ins that have been linked with other apps. +2. On the **Integrated apps** page, it displays a list of apps that are either single add-ins or add-ins that are linked with other apps. 3. Select an app and then scroll down to select **Edit Users** or select the **User** tab in the overview pane. 4. Select the user group you want to deploy the add-in to. 5. Review the app information, and then select **Update**. @@ -143,14 +142,14 @@ Post deployment, admins can also edit the deployed to add-ins. Post deployment, admins can also approve updates for the deployed add-ins. 1. In the admin center, select **Settings** then select **Integrated apps**. -2. On the **Integrated apps** page, it displays a list of apps that are either single add-ins or add-ins that have been linked with other apps. +2. On the **Integrated apps** page, it displays a list of apps that are either single add-ins or add-ins that are linked with other apps. 3. Select an app with **Status** of **More apps available** to open the **Manage** pane. The status of **More apps available** lets you know that there are more integrations from the ISVs that aren't yet deployed. 4. On the **Overview** tab, select **Deploy**. Some apps require you to add users before you can select **Deploy**. 5. Select **Users**, select **Is this a test deployment**, and then select either **Entire organization**, **Specific users/groups** or **Just me**. You can also select **Test deployment** if you prefer to wait to deploy the app to the entire organization. Specific users or groups can be a Microsoft 365 group, a security group, or a distribution group. 6. Select **Update** and then select **Done**. You can now select **Deploy** on the **Overview** tab. 7. Review the app information, and then select **Deploy**. 8. Select **Done** on the **Deployment completed** page, and review the details of the test or full deployment on the **Overview** tab. -9. If the app has a status of **Update pending**, you can click on the app to open the **Manage** pane and update the app. +9. If the app has a status of **Update pending**, you can select the app to open the **Manage** pane and update the app. 10. To just update users, select the **Users** tab and make the appropriate change. Select **Update** after making your changes. ### Delete a deployed add-in @@ -163,40 +162,41 @@ You can also delete an add-in that was deployed. 4. Select the add-in that you want to delete and then select **Remove**. > [!NOTE] -> If the add-in has been deployed by another admin, then the Remove button will be disabled. Only the admin who has deployed the app or a global admin can delete the add-in. +> If another admin deployed the add-in, then the **Remove** button will be disabled. Only the admin who deployed the app or a global admin can delete the add-in. ## Manage how users can install and use Office add-ins Managing how users can install and use Office add-ins means that you decide who can or can't install and use add-ins in your organization. Unlike deploying an add-in that preinstalls for selected users, managing an add-in allows you to decide which users can self-install Office add-ins from the stores on the Microsoft applications. -**Word, Outlook, and PowerPoint** +### Word, Outlook, and PowerPoint -1. To manage users’ ability to self-install and use Office add-ins from the Word, Excel and PowerPoint stores, visit the Microsoft 365 Admin Center. +1. To manage users’ ability to self-install and use Office add-ins from the Word, Excel, and PowerPoint stores, visit the Microsoft 365 Admin Center. 2. Choose **Settings** and the select **Org Settings**. 3. Scroll down and select **User owned apps and services**. 4. Check or clear the option to allow or prevent users to access all Word, Excel, and PowerPoint add-ins. Options available in non-educational tenants: - + ![Let user access office store settings](../../media/user-owned-apps-and-services.png) - + Options available in educational tenants: ![Let user access office store settings for EDU](../../media/user-owned-apps-and-services-edu.png) -The user’s license information is used to define whether a user is a faculty/staff or a student along with the Age Group property to check whether the student is an adult or not.  +The user's license information is used to define whether a user is a faculty, staff, or a student along with the Age Group property to check whether the student is an adult or not. > [!NOTE] -> For more information see: +> For more information, see the following articles. +> >- [Learn how to review the user's license type and assign or unassign licenses as required](assign-licenses-to-users.md) >- [Understand how to configure the Age Group property in the Microsoft Encarta admin center](/entra/fundamentals/how-to-manage-user-profile-info) > [!NOTE] -> This setting does not impact any deployed Office add-ins on Word, Excel, and PowerPoint. You can continue to deploy Office add-ins to users in your organization, even if the above setting is turned off. +> This setting doesn't affect any deployed Office add-ins on Word, Excel, and PowerPoint. You can continue to deploy Office add-ins to users in your organization, even if the setting is turned off. -**Outlook** +### Outlook -1. To manage users’ ability to self-install and use Office add-ins from Outlook store, log in to the classic Exchange admin center as a global administrator. +1. To manage users' ability to self-install and use Office add-ins from Outlook store, sign in to the classic Exchange admin center as a global administrator. 2. Go to **Permissions** and then select **User Roles**. 3. Select an existing role assignment policy or create a new policy. 4. Type a name for the policy if you're creating a new policy. @@ -204,20 +204,20 @@ The user’s license information is used to define whether a user is a faculty/s 6. Select **Save**. - Once the policy is created, you can assign it to users in your organization. - You can also create multiple policies and assign it to different users within your organization. -7. Activating the checkboxes above turns on access to Outlook add-ins for the users assigned to the policy. -8. Deactivating the checkboxes turns off access to Outlook add-ins for users assigned to the policy. +7. Activating these checkboxes turns on access to Outlook add-ins for the users assigned to the policy. +8. Deactivating these checkboxes turns off access to Outlook add-ins for users assigned to the policy. > [!NOTE] -> This setting does not impact any deployed Office add-ins on Outlook. You can continue to deploy Office add-ins on Outlook to users in your organization, even if the above setting is turned off. +> This setting doesn't affect any deployed Office add-ins on Outlook. You can continue to deploy Office add-ins on Outlook to users in your organization, even if the setting is turned off. -Microsoft is now partnering with leading developers to create unified apps that work across Outlook, Word, Excel, PowerPoint, Teams and the Microsoft 365 App (formerly known as Office.com). Any settings made for Office Add-ins will continue to be honored as long as they stay as add-ins. When Office add-ins upgrade to work across different Microsoft applications, you can learn to manage them from here. For more information, see [Controls for managing Teams apps that work on Outlook and Microsoft 365](/microsoft-365/admin/manage/teams-apps-work-on-outlook-and-m365#controls-for-managing-teams-apps-that-work-on-outlook-and-the-microsoft-365-app). +Microsoft is now partnering with leading developers to create unified apps that work across Outlook, Word, Excel, PowerPoint, Teams, and the Microsoft 365 App (formerly known as Office.com). Any settings made for Office Add-ins continue to be honored as long as they stay as add-ins. When Office add-ins upgrade to work across different Microsoft applications, you can learn to manage them from here. For more information, see [Controls for managing Teams apps that work on Outlook and Microsoft 365](/microsoft-365/admin/manage/teams-apps-work-on-outlook-and-m365#controls-for-managing-teams-apps-that-work-on-outlook-and-the-microsoft-365-app). ## Upload Custom Office Add-ins in your organization -You can also upload custom line of business add-ins and deploy it to users in your organization: +You can also upload custom line-of-business add-ins and deploy it to users in your organization. 1. In the admin center, in the left nav, choose **Settings** and then **Integrated apps**. -2. Select **Upload custom apps**. Custom line of business add-ins for Word, PowerPoint, Excel, and Outlook are supported. +2. Select **Upload custom apps**. Custom line-of-business add-ins for Word, PowerPoint, Excel, and Outlook are supported. 3. Upload the manifest file from your device or add a URL link. Some apps require you to add users before you can select **Deploy**. 4. Select **Add users**, choose **Is this a test Deployment**, and choose either **Entire organization**, **Specific users/groups**, or **Just me.** Specific users/groups can be a Microsoft 365 group, a security group, or a distributed group. You can also choose **Test deployment** if you want to wait to deploy the app to the entire organization. 5. Select **Next** to view the **Accept permission request** page. The app capabilities and permissions of the apps are listed. If the app needs consent, select **Accept permissions**. Only a global administrator can give consent. @@ -228,22 +228,18 @@ You can also upload custom line of business add-ins and deploy it to users in yo ## More about Office Add-ins security -Office Add-ins combine an XML manifest file that contains some metadata about the add-in, but most importantly points to a web application that contains all the code and logic. Add-ins can range in their capabilities. For example, add-ins can: - -- Display data. -- Read a user's document to provide contextual services. -- Read and write data to and from a user's document to provide value to that user. +Office Add-ins combine an XML manifest file that contains some metadata about the add-in, but most importantly points to a web application that contains all the code and logic. Add-ins can range in their capabilities, but usually read and write data to and from the user's documents. -For more information about the types and capabilities of Office Add-ins, see [Office Add-ins platform overview](/office/dev/add-ins/overview/office-add-ins), especially the section *Anatomy of an Office Add-in*. +For more information about the types and capabilities of Office Add-ins, see [Office Add-ins platform overview](/office/dev/add-ins/overview/office-add-ins), especially the section *Components of an Office Add-in*. To interact with the user's document, the add-in needs to declare what permission it needs in the manifest. A five-level JavaScript API access-permissions model provides the basis for privacy and security for users of task pane add-ins. Most of the add-ins in the Office Store are level ReadWriteDocument with almost all add-ins supporting at least the ReadDocument level. For more information about the permission levels, see [Requesting permissions for API use in content and task pane add-ins](/office/dev/add-ins/develop/requesting-permissions-for-api-use-in-content-and-task-pane-add-ins). -When updating a manifest, the typical changes are to an add-in's icon and text. Occasionally, add-in commands change. However, the permissions of the add-in don't change. The web application where all the code and logic for the add-in runs can change at any time, which is the nature of web applications. +When a manifest is updated, the typical changes are to an add-in's icon and text. Occasionally, add-in commands change. However, the permissions of the add-in don't change. The web application where all the code and logic for the add-in runs can change at any time, which is the nature of web applications. -Updates for add-ins happen as follows: +Updates for add-ins happen as follows. - **Line-of-business add-in**: In this case, where an admin explicitly uploaded a manifest, the add-in requires that the admin upload a new manifest file to support metadata changes. The next time the relevant Microsoft 365 productivity apps start, the add-in will update. The web application can change at any time. - **Office Store add-in**: When an admin selected an add-in from the Office Store, if an add-in updates in the Office Store, the next time the relevant Microsoft 365 productivity apps start, the add-in will update. The web application can change at any time. > [!NOTE] -> For Word, Excel, and PowerPoint use a [SharePoint App Catalog](/sharepoint/dev/sp-add-ins/publish-sharepoint-add-ins) to deploy add-ins to users in an on-premises environment with no connection to Microsoft 365 and/or support for SharePoint add-ins required. For Outlook use Exchange control panel to deploy in an on-premises environment without a connection to Microsoft 365. +> For Word, Excel, and PowerPoint use a [SharePoint App Catalog](/sharepoint/dev/sp-add-ins/publish-sharepoint-add-ins) to deploy add-ins to users in an on-premises environment with no connection to Microsoft 365 and/or support for SharePoint add-ins required. For Outlook, use the Exchange control panel to deploy in an on-premises environment without a connection to Microsoft 365. diff --git a/microsoft-365/admin/manage/share-calendars-with-external-users.md b/microsoft-365/admin/manage/share-calendars-with-external-users.md index 92dd7c128f2..4f00950203d 100644 --- a/microsoft-365/admin/manage/share-calendars-with-external-users.md +++ b/microsoft-365/admin/manage/share-calendars-with-external-users.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/30/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-business diff --git a/microsoft-365/admin/manage/teams-apps-work-on-outlook-and-m365.md b/microsoft-365/admin/manage/teams-apps-work-on-outlook-and-m365.md index bd2dc07e79a..59109a29895 100644 --- a/microsoft-365/admin/manage/teams-apps-work-on-outlook-and-m365.md +++ b/microsoft-365/admin/manage/teams-apps-work-on-outlook-and-m365.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: efrene author: efrene manager: scotv -ms.date: 10/11/2024 +ms.date: 03/12/2025 audience: Admin ms.topic: article ms.service: microsoft-365-business @@ -67,6 +67,9 @@ As a Global Administrator, you can also initiate deployment of an app from its o As an admin, you can also take management actions on these apps such as removing the deployment or editing user access. +> [!NOTE] +> On the Integrated Apps page, note that the **CoPilot** app settings will apply to both **Microsoft 365 Copilot** and the **Copilot Chat** apps. Any changes made to this app from Integrated Apps will apply to both. + ### To remove the deployment of this app 1. Select **Remove app** in the overview tab of an app from the **Deployed Apps** list. diff --git a/microsoft-365/admin/manage/test-and-deploy-microsoft-365-apps.md b/microsoft-365/admin/manage/test-and-deploy-microsoft-365-apps.md index d7d7416896b..5b6a4dcee6e 100644 --- a/microsoft-365/admin/manage/test-and-deploy-microsoft-365-apps.md +++ b/microsoft-365/admin/manage/test-and-deploy-microsoft-365-apps.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: efrene author: efrene manager: scotv -ms.date: 11/07/2024 +ms.date: 03/26/2025 audience: Admin ms.topic: get-started ms.service: microsoft-365-business @@ -61,7 +61,9 @@ To learn more about these roles, see [Microsoft Entra built-in roles - Microsoft We currently support most groups supported by Microsoft Entra ID, including Microsoft 365 groups, distribution lists, and security groups. We support users in top-level groups or groups without parent groups, but not users in nested groups or groups that have parent groups. To know more, read the documentation on [Assign users and groups to application](/azure/active-directory/manage-apps/assign-user-or-group-access-portal?pivots=portal). > [!NOTE] -> Non-mail enabled security groups are not currently supported. +> The following are currently not supported: +> - Non-mail enabled security groups +> - Dynamic distribution groups In the following example, Sandra, Sheila, and the Sales Department group are assigned to an app or add-in. Because the West Coast Sales Department is a nested group, Bert and Fred aren't assigned to an app or add-in. diff --git a/microsoft-365/admin/manage/use-qr-code-download-outlook.md b/microsoft-365/admin/manage/use-qr-code-download-outlook.md deleted file mode 100644 index f2d95a2d754..00000000000 --- a/microsoft-365/admin/manage/use-qr-code-download-outlook.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: "Use a QR code to sign-in to the Outlook mobile apps" -f1.keywords: -- NOCSH -ms.author: kwekua -author: kwekuako -manager: scotv -ms.date: 09/30/2024 -audience: Admin -ms.topic: how-to -ms.service: microsoft-365-business -ms.localizationpriority: medium -ms.collection: -- Tier3 -- scotvorg -- Adm_O365 -ms.custom: -- AdminSurgePortfolio -- AdminTemplateSet -description: "Learn how to use a QR code to authenticate and download Outlook mobile." ---- - -# Use a QR code to sign-in to the Outlook mobile apps - -> [!IMPORTANT] -> As of September2024, this feature will turned off indefinitely for Enterprise users. For more details on the settings and controls for this feature see, [Conditional Access: Authentication flows (Preview)](/entra/identity/conditional-access/concept-authentication-flows). - -As the Microsoft 365 administrator, you can allow your users to sign in to the Outlook for Android or iOS app on their mobile devices without having to enter their username and password. By scanning a QR code, users can securely authenticate and sign in to Outlook mobile. - -In Outlook on the web or Outlook desktop app, users now have a button labeled Outlook mobile. Once a user selects the button, a QR code will appear. Users then can scan QR code with their Outlook mobile app to sign in. Outlook will use their identity from Azure Active Directory to securely log them into the app on their mobile device. The QR code is a temporary token that can only be used once per session. - -> [!NOTE] -> In some cases, your users must re-authenticate on their computer to generate the QR code. - -## Use Exchange PowerShell to turn of QR code sign in - -This feature is on by default but you can turn it off by setting the Set-OWAMailboxPolicy command, **AccountTransferEnabled** to false. Users that have already used this feature won’t be signed out. - -1. [Connect to Exchange PowerShell](/powershell/exchange/connect-to-exchange-online-powershell). - -2. Using PowerShell, you can disable the button from being shown to your users and prevent the QR code sign-in flow from being used. - - ```powershell - Set-OwaMailboxPolicy --Identity EMEA\Contoso\Corporate -AccountTransferEnabled $false - ``` - -> [!NOTE] -> When using the Exchange PowerShell command, changes may take up to 8 hours to propagate. - -## Related content - -[Set up the Standard or Targeted release options](release-options-in-office-365.md) (article)\ -[Set-OwaMailboxPolicy](/powershell/module/exchange/set-owamailboxpolicy) (article) -[Conditional Access: Authentication flows (Preview)](/entra/identity/conditional-access/concept-authentication-flows) diff --git a/microsoft-365/admin/misc/experience-insights-dashboard.md b/microsoft-365/admin/misc/experience-insights-dashboard.md index f4c09e2a7d7..78fb3254c2e 100644 --- a/microsoft-365/admin/misc/experience-insights-dashboard.md +++ b/microsoft-365/admin/misc/experience-insights-dashboard.md @@ -68,7 +68,7 @@ The chart information gives you insight into the apps and services that you want **NPS survey response volume** is the total number of responses to the Net Promoter Score (NPS) survey. By default, Microsoft sends the survey to 5% of your users and asks “Would you recommend this product?” Use this data to gauge user satisfaction and to see what people are saying about the app. [Learn more](../manage/manage-feedback-product-insights.md) -**Help article views** is the total number of views of Microsoft help articles and training videos about the app. Use this data to find topics of interest and share the suggested training with your users. [Learn more](experience-insights-help-articles.md) +**Help article views** is the total number of views of Microsoft help articles and training videos about the app. Use this data to find topics of interest and share the suggested training with your users. [Learn more](#examples-of-help-articles) > [!NOTE] > You can filter the chart data for trends over the last 30 days, 90 days, or 180 days. diff --git a/microsoft-365/admin/misc/mailbox-not-found-error.md b/microsoft-365/admin/misc/mailbox-not-found-error.md index f2d3326480c..54604a8c7a1 100644 --- a/microsoft-365/admin/misc/mailbox-not-found-error.md +++ b/microsoft-365/admin/misc/mailbox-not-found-error.md @@ -9,7 +9,7 @@ audience: Admin ms.topic: article ms.service: microsoft-365-business ms.localizationpriority: high -ms.date: 08/10/2023 +ms.date: 03/18/2025 ms.collection: - Tier2 - scotvorg diff --git a/microsoft-365/admin/misc/organizational-messages-microsoft-365.md b/microsoft-365/admin/misc/organizational-messages-microsoft-365.md index 656b38edb50..c3d9059c12a 100644 --- a/microsoft-365/admin/misc/organizational-messages-microsoft-365.md +++ b/microsoft-365/admin/misc/organizational-messages-microsoft-365.md @@ -454,7 +454,7 @@ All messages have a state that indicates their creation or delivery status, incl ### How does localization work in Organizational messages? -**For premade messages**, your message is delivered to end users who have their related product language set to one of the following: +For **premade messages**, your message is delivered to end users who have their related product language set to one of the following: - en-US - de-DE @@ -472,11 +472,16 @@ All messages have a state that indicates their creation or delivery status, incl - zh-Hans - zh-Hant -For example, if the Organizational Messages Writer (admin) selects message A to be sent to their end users, then any end users with their product language set to one of the above languages qualifies to receive the message A. +For example, if the Organizational Messages Writer (admin) selects "Message A" to send to end users, any end user whose preferred language matches one of the supported languages listed above will qualify to receive "Message A." -**For customized messages**, your message will only be delivered in the language in which it was created within the Microsoft 365 admin center. +> [!NOTE] +> +> - *Locale of the custom message writer selected*: Display language set in the Microsoft 365 admin center (MyAccount). +> - *Locale of the message receiver selected*: First supported language listed under "Preferred Languages" in the user's Windows Settings menu. This is determined by the operating system on the user's device. + +For **custom messages**, delivery will be restricted to the language selected as the Microsoft 365 admin center (MyAccount) display language. -For example, if the Organizational Messages Writer (admin) has their Microsoft 365 admin center product language set to French when they create their message B from scratch, end users with related product language set to English will not receive the message B. However, end users with French set as their related product language qualifies to receive the message B. +For example, if the Organizational Messages Writer (admin) sets their Microsoft 365 admin center (MyAccount) display language to French while creating "Message B," only end users with French as the first option under "Preferred Languages" in their Windows Settings will receive "Message B." End users whose preferred language is any other language will not receive the message. ### Does Organizational Messages support government environments, such as GCC, GCCH, etc.? diff --git a/microsoft-365/admin/misc/password-policy-recommendations.md b/microsoft-365/admin/misc/password-policy-recommendations.md index b4af035b577..bb8b598232e 100644 --- a/microsoft-365/admin/misc/password-policy-recommendations.md +++ b/microsoft-365/admin/misc/password-policy-recommendations.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/28/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: article ms.service: microsoft-365-business diff --git a/microsoft-365/admin/misc/set-up-dns-records-vsb.md b/microsoft-365/admin/misc/set-up-dns-records-vsb.md index ec4ea58271b..6c684a66ffb 100644 --- a/microsoft-365/admin/misc/set-up-dns-records-vsb.md +++ b/microsoft-365/admin/misc/set-up-dns-records-vsb.md @@ -2,7 +2,7 @@ title: "Connect your domain to Microsoft 365" f1.keywords: - CSH -ms.author: nkagole +ms.author: scotv author: nataliekagole manager: scotv ms.date: 08/01/2024 diff --git a/microsoft-365/admin/misc/user-consent.md b/microsoft-365/admin/misc/user-consent.md index 946b0b47d8c..1f5243e191e 100644 --- a/microsoft-365/admin/misc/user-consent.md +++ b/microsoft-365/admin/misc/user-consent.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kwekua author: kwekuako manager: scotv -ms.date: 03/25/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: article ms.service: microsoft-365-business diff --git a/microsoft-365/admin/setup/add-domain.md b/microsoft-365/admin/setup/add-domain.md index 5510be7c867..3f299251fc0 100644 --- a/microsoft-365/admin/setup/add-domain.md +++ b/microsoft-365/admin/setup/add-domain.md @@ -9,6 +9,7 @@ ms.date: 08/11/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -43,6 +44,8 @@ description: "Use the setup wizard to add your domain to Microsoft 365 in the Mi Check out all of our small business content on [Small business help & learning](https://go.microsoft.com/fwlink/?linkid=2224585). Check out [Microsoft 365 small business help](https://go.microsoft.com/fwlink/?linkid=2197659) on YouTube. + +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] ## Before you begin diff --git a/microsoft-365/admin/setup/add-or-replace-your-onmicrosoftcom-domain.md b/microsoft-365/admin/setup/add-or-replace-your-onmicrosoftcom-domain.md index aaa53e31d53..c6eed436183 100644 --- a/microsoft-365/admin/setup/add-or-replace-your-onmicrosoftcom-domain.md +++ b/microsoft-365/admin/setup/add-or-replace-your-onmicrosoftcom-domain.md @@ -9,6 +9,7 @@ ms.date: 11/18/2024 audience: Admin ms.topic: how-to ms.service: microsoft-365-business +ms.subservice: m365-domains ms.localizationpriority: medium ms.collection: - Tier2 @@ -47,13 +48,15 @@ When you sign up for Microsoft 365, Microsoft provides an *onmicrosoft.com* doma It serves as a default email routing address for your Microsoft 365 environment. When a user is set up with a mailbox, email is routed to the fallback domain. Even if a custom domain is used (for example, tailspintoys.com), if that custom domain is deleted from your Microsoft 365 environment, the fallback domain ensures that your user's email is successfully routed. +[!INCLUDE [How to get tech support for SMB](../../includes/smb-how-to-get-tech-support.md)] + You can change your fallback domain in the Microsoft 365 admin center. Common reasons customers change their fallback domain include: - Not knowing the company name to use when they first signed up for Microsoft 365. Now that they know the company name, they want their users to have sign in account names that are appropriate. - They want to change how their SharePoint URLs look like when they create a new site. SharePoint URLs in your Microsoft 365 environment are created based on your fallback domain name. If you didn't use the correct company name when you first signed up, your SharePoint URLs for your sites continue to use that name when you create new SharePoint sites. - While you can add more onmicrosoft.com domains, only one onmicrosoft.com domain can be used as your fallback domain. The steps in this article describe how to: + - Create a new onmicrosoft.com domain - Assign it as your fallback domain @@ -64,7 +67,6 @@ While you can add more onmicrosoft.com domains, only one onmicrosoft.com domain To add, modify, or remove domains, you **must** be a **Domain Name Administrator** of a [business or enterprise plan](https://products.office.com/business/office). These changes affect the whole tenant; *Customized administrators* or *regular users* aren't able to make these changes. - ## Add a new onmicrosoft.com domain 1. In the Microsoft 365 admin center, select **Settings**, and then select **Domains**. @@ -87,11 +89,8 @@ To add, modify, or remove domains, you **must** be a **Domain Name Administrator ![Screenshot of domain added successfully.](../../media/domain-added.png) - - ## Make your new onmicrosoft.com domain your fallback domain - > [!NOTE] > Before changing your fallback domain to a new onmicrosoft.com domain, you might want to consider changing your onmicrosoft.com SharePoint domain. Creating another onmicrosoft domain and using it as your fallback domain won't do a rename for SharePoint in Microsoft 365. Your existing SharePoint and OneDrive URLs will remain the same. You're able to change your.onmicrosoft SharePoint domain through the PowerShell steps provided in [SharePoint domain rename preview](/sharepoint/change-your-sharepoint-domain-name) (currently available to any tenant with less than 10,000 sites). diff --git a/microsoft-365/admin/setup/download-software-licenses-csp.md b/microsoft-365/admin/setup/download-software-licenses-csp.md index 40f6836d138..76071de7cd4 100644 --- a/microsoft-365/admin/setup/download-software-licenses-csp.md +++ b/microsoft-365/admin/setup/download-software-licenses-csp.md @@ -24,7 +24,7 @@ ms.custom: - admindeeplinkMAC - GAUpdates description: Learn how to download the software and product license keys for perpetual software bought through the Cloud Solution Provider (CSP) program. -ms.date: 01/06/2025 +ms.date: 04/07/2025 --- # Download perpetual software and product license keys in Microsoft 365 @@ -35,6 +35,9 @@ This article explains how to download software and product license keys for perp - You must be a Global Administrator to do the steps in this article. For more information, see [About admin roles](../add-users/about-admin-roles.md). - If you're a partner who's an admin on behalf of (AOBO) a customer, you must sign in to the customer's organization with an admin account created in the organization. +- If there are multiple billing accounts, you must select the account that the product was purchased on. + For more information, see [Select a default billing account](../../commerce/manage-billing-accounts.md). +- If you don't have access to the billing account, you must self elevate. For more information, see [No billing account found for buying products](../../commerce/no-billing-account-found.md). [!INCLUDE [ga-roles-limitation](../../includes/ga-roles-limitation.md)] diff --git a/microsoft-365/admin/support-contact-info.md b/microsoft-365/admin/support-contact-info.md deleted file mode 100644 index a99cbc763c3..00000000000 --- a/microsoft-365/admin/support-contact-info.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: "Find Microsoft 365 for business support phone numbers by country or region" -ms.author: cmcatee -author: cmcatee-MSFT -manager: scotv -audience: Admin -ms.topic: article -ms.service: microsoft-365-business -ms.localizationpriority: medium -ms.collection: -- scotvorg -- highpri -- Adm_O365 -ms.custom: -- VSBFY23 -- campaignIDs-batch1 -search.appverid: -- MET150 -description: "Learn how to get phone support for your Microsoft 365 for business subscription. You must be an admin for a business subscription to get support." -ms.date: 12/12/2024 ---- - -# Find Microsoft 365 for business support phone numbers by country or region - -> [!IMPORTANT] -> Please note that our phone numbers have changed. For the most current support phone number in your country/region, see the [global phone numbers list](https://support.microsoft.com/topic/customer-service-phone-numbers-c0389ade-5640-e588-8b0e-28de8afeb3f2#ID0EBBD=signinorgid). If your country/region isn't listed, select a neighboring country/region or dial the United States support phone number. - -In most countries/regions, billing support for Microsoft 365 for business products and services is provided in English from 9 AM-5 PM, Monday through Friday. Local language support varies by country/region. - -Technical support is provided in English 24 hours a day, 7 days a week, and in some cases, in local languages as noted. - -Admins, have your account details ready when you call. - -> [!NOTE] -> To better protect your organization, we added a PIN-based verification step to our existing phone-based verification process. If you contact us from a number that isn't registered with your organization profile, the Microsoft support representative sends a verification code to the registered email or phone number in your Microsoft 365 admin center profile. You must provide this code to the support representative to grant them access to your organization's account. diff --git a/microsoft-365/admin/whats-new-in-preview.md b/microsoft-365/admin/whats-new-in-preview.md index e3de329b4be..e5c3f473718 100644 --- a/microsoft-365/admin/whats-new-in-preview.md +++ b/microsoft-365/admin/whats-new-in-preview.md @@ -51,6 +51,18 @@ And if you'd like to know what's new with other Microsoft cloud services, check - [Microsoft 365 updates](/OfficeUpdates/) - [How to check Windows release health](/windows/deployment/update/check-release-health) +## March 2025 + +### Exchange Web Services usage report + +:::image type="content" source="../media/exchange-web-usage-report.png" alt-text="Screenshot showing the line chart for the Exchange web usage report." lightbox="../media/exchange-web-usage-report.png"::: + +The Microsoft 365 admin center now includes a new Exchange Web Services (EWS) usage report that provides insights into the non-Microsoft (third-party) applications in your tenant that use EWS. The report provides detailed information on the specific actions performed by these applications and their call volumes over a selected period. The report enhances your ability to understand EWS activity prior to EWS deprecation in Microsoft Exchange Online. + +The report is available by default in the Microsoft 365 admin center under **Reports** > **Usage** > **Exchange** > **EWS usage**. + +To learn more, see [Microsoft 365 Reports in the admin center – EWS usage](/microsoft-365/admin/activity-reports/ews-usage). + ## February 2025 ### Provide admin-initiated feedback for Microsoft 365 Copilot diff --git a/microsoft-365/archive/archive-manage.md b/microsoft-365/archive/archive-manage.md index 1ab205ed018..11d677a9c1d 100644 --- a/microsoft-365/archive/archive-manage.md +++ b/microsoft-365/archive/archive-manage.md @@ -84,14 +84,22 @@ You can also change the status of an archived site by using the PowerShell cmdle ## Site templates supported -|Template ID |Template | -|---------|---------| -|1 |Document Workspace | -|4 |Wiki Site | -|9 |Blog | -|32 |News Site | -|64 |Team Site | -|68 |Communication Site | +|Template ID |Template |Template name| +|---------|---------|---------| +|1|Team site / Document Workspace|STS#0| +|1|Team site / Document Workspace|STS#1| +|1|Team site / Document Workspace|STS#2| +|1|Team site / Document Workspace|STS#3| +|68|Communication site|SITEPAGEPUBLISHING#0| +|64|Teams site|GROUP#0| +|32|News site|SPSNEWS#0| +|33|News site|SPSNHOME#0| +|4|Wiki site|WIKI#0| +|56|Enterprise Wiki|ENTERWIKI#0| +|7|Document center|BDR#0| +|14483|Records Center|OFFILE#0| +|14483|Records Center|OFFILE#1| + > [!NOTE] > OneDrive accounts (site template 21) cannot be archived by admins. Some accounts will be put into archive by the OneDrive service when they are unlicensed for 93 days or more. When the service archives these accounts, admins can reactivate the accounts via PowerShell. [Learn more about unlicensed OneDrive accounts](/SharePoint/unlicensed-onedrive-accounts). \ No newline at end of file diff --git a/microsoft-365/archive/archive-setup.md b/microsoft-365/archive/archive-setup.md index 235eb58ec6f..6c4ccd89542 100644 --- a/microsoft-365/archive/archive-setup.md +++ b/microsoft-365/archive/archive-setup.md @@ -44,7 +44,7 @@ The following video demonstrates the steps to help you set up pay-as-you-go bill ### Licensing -Before you can use Microsoft 365 Archive, you must first link your Azure subscription in [Microsoft Syntex pay-as-you-go](/microsoft-365/syntex/syntex-azure-billing). Microsoft 365 Archive is billed based on the number of gigabytes (GB) archived and number of gigabytes (GB) reactivated. For more information about pricing, see [Pricing model](archive-pricing.md). +Before you can use Microsoft 365 Archive, you must first link your Azure subscription in [Microsoft Syntex pay-as-you-go](/microsoft-365/syntex/syntex-azure-billing). Microsoft 365 Archive is billed based on the number of gigabytes (GB) archived. For more information about pricing, see [Pricing model](archive-pricing.md). To set up pay-as-you-go billing, see [Configure Microsoft Syntex for pay-as-you-go billing at Microsoft Syntex billing](/microsoft-365/syntex/syntex-azure-billing). diff --git a/microsoft-365/archive/index.yml b/microsoft-365/archive/index.yml index da7b91704d9..b5b8c4edda9 100644 --- a/microsoft-365/archive/index.yml +++ b/microsoft-365/archive/index.yml @@ -12,7 +12,7 @@ metadata: ms.custom: intro-hub-or-landing author: chuckedmonson #Required; your GitHub user alias, with correct capitalization. ms.author: chucked #Required; microsoft alias of author; optional team alias. - ms.date: 04/01/2024 #Required; mm/dd/yyyy format + ms.date: 04/01/2025 #Required; mm/dd/yyyy format ms.localizationpriority: medium titleSuffix: Microsoft 365 Archive diff --git a/microsoft-365/backup/backup-faq.md b/microsoft-365/backup/backup-faq.md index 93283ecc89e..6e696b00233 100644 --- a/microsoft-365/backup/backup-faq.md +++ b/microsoft-365/backup/backup-faq.md @@ -5,7 +5,7 @@ author: chuckedmonson manager: jtremper audience: admin ms.reviewer: sreelakshmi -ms.date: 02/19/2025 +ms.date: 04/01/2025 ms.topic: faq ms.service: microsoft-365-backup ms.custom: backup @@ -94,6 +94,10 @@ For OneDrive, you can restore the OneDrive to the original URL or a new URL. At For Exchange, if the user account is permanently deleted, Microsoft 365 Backup retains the inactive mailbox for the duration of the backup policy. To recover the inactive mailbox, follow the guidance at [Recover an inactive mailbox](/purview/recover-an-inactive-mailbox) to convert the inactive mailbox to a new, active mailbox. Once the inactive mailbox is recovered, remove the deleted user from the backup policy and then add the new user to the backup policy to access backups from the recovered mailbox. +#### If I transfer control of the Backup tool from the native first-party Microsoft 365 application to a third-party application built on the Microsoft 365 Backup Storage platform, will I be able to revert control back to the first-party application at a later date? + +Currently, you can only transfer control from the first-party Microsoft 365 application to a third-party application. We are actively working on an enhancement to allow transfers from third-party applications back to the first-party application. If you urgently need to transfer control from a third-party application to the first-party application, please file a support ticket. + diff --git a/microsoft-365/backup/backup-restore-data.md b/microsoft-365/backup/backup-restore-data.md index 94263397abe..b8b0ed9735b 100644 --- a/microsoft-365/backup/backup-restore-data.md +++ b/microsoft-365/backup/backup-restore-data.md @@ -5,7 +5,7 @@ author: chuckedmonson manager: jtremper audience: admin ms.reviewer: sreelakshmi -ms.date: 02/19/2025 +ms.date: 03/11/2025 ms.topic: how-to ms.service: microsoft-365-backup ms.custom: backup @@ -141,6 +141,11 @@ Follow these steps to restore data backed up for SharePoint. # [Exchange](#tab/exchange) +> [!NOTE] +> Items moved to the Deleted Items folder won't be restored by Microsoft 365 Backup. Mailbox users can recover these items themselves by moving them back to the Inbox from the Deleted Items folder. Only mailbox items that were changed, deleted to the Recoverable Items folder, or purged can be restored. +> +> For more information, see the [Considerations when using restore](#considerations-when-using-restore) section later in this article. + Microsoft 365 Backup restores deleted or modified mailbox items from the selected prior point in time. Items that remain unchanged in the primary mailbox are compared to that prior point in time, and new items since that prior point in time aren't restored, reverted, or overwritten. This is true whether an in-place or new-folder restore is conducted and is done to prevent excessive operations that might overload your mailbox and its associated storage allocation. Follow these steps to restore data backed up for Exchange. @@ -235,54 +240,57 @@ Microsoft 365 Backup supports the backup and restoration of any site and user ac ## Considerations when using restore -- Site search is case-sensitive and is a prefix-type search. - -- OneDrive accounts and SharePoint sites being restored to a prior point in time aren't locked in a read-only state. Therefore, users might not realize their current edits will be imminently rolled back and lost. - -- For restores to a new URL, it might take up to 15 minutes for the destination URL to be displayed in the tool once a SharePoint site or OneDrive account restore to a new URL session completes. - -- A OneDrive account or SharePoint site that is under the strict SEC 17a-4(f) hold policy will fail any in-place restores so as to honor that immutability promise. For sites under that type of hold, you have to restore to a new URL or remove the hold. Any other type of preservation hold that doesn't have a strict admin lockout allows an in-place restore. Restoring these types of sites as the preservation hold library will be reverted to the prior point in time. A new URL restore is recommended for that type of site as the cleanest option. - -- The restore point frequency dictates the points in time from which you can recover a prior state of your data. Restore points start being generated when you create the backup policy for a given OneDrive account, SharePoint Site, or Exchange Online mailbox. For Exchange Online, restore points are available for 10 minutes for the entire year. For OneDrive and SharePoint, the available restore points are available for 10 minutes for up to 2 weeks prior, and weekly for 2 to 52 weeks prior. Based on the defined and currently invariable backup frequency setting previously described, the following example highlights what is possible. - - - Megan, the Backup admin, creates a policy for the SharePoint site "HR Hub" on February 1, 2024, at 8:00 AM PST. At 10:00 AM PST, she has the option of rolling back the state of the site to any 10-minute period between 8:00 AM and 10:00 AM PST. - - - On April 1, 2024, she has the option to roll back the site to any 10-minute period in the prior 14 days (that is, any 10-minute period between March 18 and the current date-time). If she wants to choose an earlier prior point in time, she would need to choose March 15, 8, or 1, and so on, back through February 1, or up to 52 weeks if the policy was created at least 52 weeks in the past. - - - Megan then adds a user’s mailbox to the policy on February 1, 2024, at 11:00 AM PST. She has the option of restoring modified or deleted items from that user's mailbox to any 10-minute period during the entire retention period. - -- Users whose Microsoft Entra ID has been deleted will be displayed as blank lines in the restore picker experience for OneDrive and Exchange Online since those users no longer exist in the environment. Rest assured, their historical backups still exist in the Backup tool, but some [special handling is needed to restore them](backup-faq.md#what-is-the-service-recovery-point-objective). - -- Mailbox draft items aren't backed up or restorable. - -- For calendar item restore, restoring organizer copy doesn't automatically make attendee copies catch up, it only allows future updates by organizer to work for all users added on the calendar item. +- OneDrive and Sharepoint -- To restore a OneDrive account and Exchange mailbox for a user who is deleted from Microsoft Entra ID, use this instruction: + - Site search is case-sensitive and is a prefix-type search. - > [!NOTE] - > Deleted users appear as "–" in the user interface because the user doesn't exist in the tenancy. However, the backups and associated restore points are retained for the full 365-day retention period from when a given restore point was originally created. + - OneDrive accounts and SharePoint sites being restored to a prior point in time aren't locked in a read-only state. Therefore, users might not realize their current edits will be imminently rolled back and lost. - If the user has been deleted within the past 30 days, the best option is to restore the user based on instructions found at [Restore a user in the Microsoft 365 admin center](/microsoft-365/admin/add-users/restore-user). Once the user is reconstituted, the name reappears in the Backup tool restore experience, and the rest of the experience will work as normal. + - For restores to a new URL, it might take up to 15 minutes for the destination URL to be displayed in the tool once a SharePoint site or OneDrive account restore to a new URL session completes. - For OneDrive, you can restore the OneDrive to the original URL or a new URL. At that time, the OneDrive is in an "orphaned" state. To connect the OneDrive to a user, see [Fix site user ID mismatch in SharePoint or OneDrive](/sharepoint/troubleshoot/sharing-and-permissions/fix-site-user-id-mismatch). + - A OneDrive account or SharePoint site that is under the strict SEC 17a-4(f) hold policy will fail any in-place restores so as to honor that immutability promise. For sites under that type of hold, you have to restore to a new URL or remove the hold. Any other type of preservation hold that doesn't have a strict admin lockout allows an in-place restore. Restoring these types of sites as the preservation hold library will be reverted to the prior point in time. A new URL restore is recommended for that type of site as the cleanest option. + + - OneDrive accounts and SharePoint sites that undergo the following types of changes won't be undoable via restore: tenant rename, tenant move, and site URL change. + + - OneDrive accounts and SharePoint sites being restored to a new URL have a read-only lock on that new URL. The [Global Administrator](/entra/identity/role-based-access-control/permissions-reference#global-administrator) can download documents or remove the read-only lock manually. - For Exchange, if the user account is currently or permanently deleted, Microsoft 365 Backup retains the inactive mailbox for the duration of the backup policy. To recover and restore the inactive mailbox, see the following guidance: + [!INCLUDE [global-administrator-note](../includes/global-administrator-note.md)] - - [Recover an inactive mailbox](/purview/recover-an-inactive-mailbox) - - [Restore an inactive mailbox](/purview/restore-an-inactive-mailbox) +- Exchange - Once an inactive mailbox is recovered and restored to a new mailbox, the new mailbox must be added to the backup policy if desired. + - Mailbox draft items aren't backed up or restorable. -- OneDrive accounts and SharePoint sites that undergo the following types of changes won't be undoable via restore: tenant rename, tenant move, and site URL change. + - For calendar item restore, restoring organizer copy doesn't automatically make attendee copies catch up, it only allows future updates by organizer to work for all users added on the calendar item. -- Only mailbox items that were changed, deleted to the Recoverable Items folder, or purged can be restored. Learn more about the Recoverable Items folder in Exchange Online. + - Only mailbox items that were changed, deleted to the Recoverable Items folder, or purged can be restored. Learn more about the Recoverable Items folder in Exchange Online. -- Items moved to Deleted Items folder won't be restored by Microsoft 365 Backup. You can recover them by moving them back to the Inbox from the Deleted Items folder. + - Items moved to the Deleted Items folder won't be restored by Microsoft 365 Backup. Mailbox users can recover these items themselves by moving them back to the Inbox from the Deleted Items folder. -- When choosing to "Replace mailbox items with backups," items are restored to the original location in the user's Inbox. The only exception to this is if an item was edited while in the Deleted Items folder, as this creates a new version of an item where its original location is the Deleted Items folder. + - When choosing to "Replace mailbox items with backups," items are restored to the original location in the user's Inbox. The only exception to this is if an item was edited while in the Deleted Items folder, as this creates a new version of an item where its original location is the Deleted Items folder. + +- All -- OneDrive accounts and SharePoint sites being restored to a new URL have a read-only lock on that new URL. The [Global Administrator](/entra/identity/role-based-access-control/permissions-reference#global-administrator) can download documents or remove the read-only lock manually. + - Abusive restore actions aren't permitted. You should limit restores for testing purposes to no more than twice a month per protection unit. Restores for real recovery purposes aren't limited. - [!INCLUDE [global-administrator-note](../includes/global-administrator-note.md)] + - The restore point frequency dictates the points in time from which you can recover a prior state of your data. Restore points start being generated when you create the backup policy for a given OneDrive account, SharePoint Site, or Exchange Online mailbox. For Exchange Online, restore points are available for 10 minutes for the entire year. For OneDrive and SharePoint, the available restore points are available for 10 minutes for up to 2 weeks prior, and weekly for 2 to 52 weeks prior. Based on the defined and currently invariable backup frequency setting previously described, the following example highlights what is possible. + + - Megan, the Backup admin, creates a policy for the SharePoint site "HR Hub" on February 1, 2024, at 8:00 AM PST. At 10:00 AM PST, Megan has the option of rolling back the state of the site to any 10-minute period between 8:00 AM and 10:00 AM PST. + + - On April 1, 2024, Megan has the option to roll back the site to any 10-minute period in the prior 14 days (that is, any 10-minute period between March 18 and the current date-time). If Megan wants to choose an earlier prior point in time, she would need to choose March 15, 8, or 1, and so on, back through February 1, or up to 52 weeks if the policy was created at least 52 weeks in the past. + + - Megan then adds a user’s mailbox to the policy on February 1, 2024, at 11:00 AM PST. Megan has the option of restoring modified or deleted items from that user's mailbox to any 10-minute period during the entire retention period. + + - Users whose Microsoft Entra ID has been deleted will be displayed as blank lines in the restore picker experience for OneDrive and Exchange Online since those users no longer exist in the environment. Rest assured, their historical backups still exist in the Backup tool, but some [special handling is needed to restore them](backup-faq.md#what-is-the-service-recovery-point-objective). + + - To restore a OneDrive account and Exchange mailbox for a user who is deleted from Microsoft Entra ID, use this instruction: + + > [!NOTE] + > Deleted users appear as "–" in the user interface because the user doesn't exist in the tenancy. However, the backups and associated restore points are retained for the full 365-day retention period from when a given restore point was originally created. + + If the user has been deleted within the past 30 days, the best option is to restore the user based on instructions found at [Restore a user in the Microsoft 365 admin center](/microsoft-365/admin/add-users/restore-user). Once the user is reconstituted, the name reappears in the Backup tool restore experience, and the rest of the experience will work as normal. + + For OneDrive, you can restore the OneDrive to the original URL or a new URL. At that time, the OneDrive is in an "orphaned" state. To connect the OneDrive to a user, see [Fix site user ID mismatch in SharePoint or OneDrive](/sharepoint/troubleshoot/sharing-and-permissions/fix-site-user-id-mismatch). -- Abusive restore actions aren't permitted. You should limit restores for testing purposes to no more than twice a month per protection unit. Restores for real recovery purposes aren't limited. \ No newline at end of file + For Exchange, if the user account is permanently deleted, Microsoft 365 Backup retains the inactive mailbox for the duration of the backup policy. To recover the inactive mailbox, follow the guidance at [Recover an inactive mailbox](/purview/recover-an-inactive-mailbox) to convert the inactive mailbox to a new, active mailbox. Once the inactive mailbox is recovered, remove the deleted user from the backup policy and then add the new user to the backup policy to access backups from the recovered mailbox. + + diff --git a/microsoft-365/backup/backup-setup.md b/microsoft-365/backup/backup-setup.md index 36aef5b6f60..be336de7f26 100644 --- a/microsoft-365/backup/backup-setup.md +++ b/microsoft-365/backup/backup-setup.md @@ -5,7 +5,7 @@ author: chuckedmonson manager: jtremper audience: admin ms.reviewer: sreelakshmi -ms.date: 02/19/2025 +ms.date: 04/07/2025 ms.topic: install-set-up-deploy ms.service: microsoft-365-backup ms.custom: backup @@ -18,9 +18,18 @@ description: Learn how to turn on Microsoft 365 Backup, set up pay-as-you-go bil # Set up Microsoft 365 Backup +> [!TIP] +> **Already have an Azure subscription and the [necessary admin role](#admin-roles-and-backup-management-privileges)?** Follow these three steps to quickly set up Microsoft 365 Backup in the admin center.

+> [Step 1. Set up pay-as-you-go billing for Syntex services](https://admin.microsoft.com/#/orgsettings/payasyougo)
+> [Step 2. Turn on Microsoft 365 Backup](https://admin.microsoft.com/#/orgsettings/payasyougo/storage)
+> [Step 3. Start backing up your data by creating backup policies](https://admin.microsoft.com/#/Settings/enhancedRestore)
+ + ## Permissions @@ -28,9 +37,13 @@ You must be a [SharePoint Administrator](/entra/identity/role-based-access-contr [!INCLUDE [global-administrator-note](../includes/global-administrator-note.md)] -## Step 1: Set up pay-as-you-go billing +## Create an Azure subscription + +If you already have an Azure subscription, you can skip to [Set up pay-as-you-go billing](#set-up-pay-as-you-go-billing). If you need to create an Azure subscription, follow the guidance in [Create your initial Azure subscriptions](/azure/cloud-adoption-framework/ready/azure-best-practices/initial-subscriptions). + +## Set up pay-as-you-go billing -To set up pay-as-you-go for Microsoft 365 Backup, you need to have this information: +To set up pay-as-you-go billing, you need to have this information: > [!div class="checklist"] > * **Valid Azure subscription**. An Azure subscription provides a logical container for your resources. Each Azure resource is associated with only one subscription. Creating a subscription is the first step in adopting Azure. To learn more about Azure, see [Azure fundamental concepts](/azure/cloud-adoption-framework/ready/considerations/fundamental-concepts). @@ -42,18 +55,20 @@ Once you have the information on this list, you're ready to begin. As a first st To set up pay-as-you-go billing for Microsoft 365 Backup, follow these steps: -1. In the [Microsoft 365 admin center](https://admin.microsoft.com/Adminportal/Home), select **Setup**. +1. In the Microsoft 365 admin center, select **Setup**, and then view the **Billing and licenses** section. -2. Under **Files and content**, select **Automate content processes with Syntex**. +2. In the **Billing and licenses** section, select **Activate pay-as-you-go services**. -3. On the **Automate content processes with Syntex** page, select **Go to Syntex settings**. +3. On the **Activate pay-as-you-go services** page, select **Get started**. - ![Screenshot of the Set up billing option in the Microsoft 365 admin center.](../media/m365-backup/backup-setup-billing.png) + ![Screenshot of the Activate pay-as-you-go services page in the Microsoft 365 admin center.](../media/m365-backup/backup-setup-billing.png) > [!NOTE] > To set up pay-as-you-go billing for Microsoft 365 Backup, you must provide an owner or contribution role on the Azure subscription to be used. -4. If you ***don't*** have an Azure subscription or resource group, follow these steps. If you have an Azure subscription and resource group, go directly to step 5. +4. On the **Pay-as-you-go services** page, on the **Billing** tab, select **Syntex services**. + +5. If you ***don't*** have an Azure subscription or resource group, follow these steps. If you have an Azure subscription and resource group, go directly to step 6. To create a new Azure subscription with the same organization and Microsoft Entra tenant as your Microsoft 365 subscription: @@ -76,22 +91,20 @@ To set up pay-as-you-go billing for Microsoft 365 Backup, follow these steps: > [!NOTE] > The resource group should be mapped to the Azure subscription you provided when you set up pay-as-you-go. -5. If you ***have*** an Azure subscription, follow these steps: +6. If you ***have*** an Azure subscription, follow these steps: 1. On the **Set up pay-as-you-go billing** panel, under **Azure subscription**, select the subscription from the dropdown list. > [!NOTE] > The subscription dropdown list won't populate if you don't have an owner or contributor on the subscription. - ![Screenshot of the Set up pay-as-you-go billing panel showing the Azure subscription dropdown list.](../media/m365-backup/back-billing-subscription.png) - 1. Under **Resource group**, select the resource group from the dropdown list. 1. Under **Region**, select the region from the dropdown list. 1. Review and accept the terms of service, and then select **Save**. -You have successfully set up billing. You can proceed to [turn on Microsoft 365 Backup](#step-2-turn-on-microsoft-365-backup). +You have successfully set up billing. You can proceed to [turn on Microsoft 365 Backup](#turn-on-microsoft-365-backup). > [!NOTE] > Any subsequent changes made to the billing for Microsoft 365 Backup in the Microsoft 365 admin center or the Azure portal can take up to 24 hours to become effective. @@ -99,7 +112,7 @@ You have successfully set up billing. You can proceed to [turn on Microsoft 365 > [!NOTE] > There will be only one billing profile created. Microsoft 365 Backup currently doesn't support multiple billing profiles. -## Step 2: Turn on Microsoft 365 Backup +## Turn on Microsoft 365 Backup To turn on Microsoft 365 Backup, you need to go to the Microsoft 365 admin center. @@ -116,10 +129,8 @@ To turn on Microsoft 365 Backup, you need to go to the Microsoft 365 admin cente 6. On the **Backup** panel, select **Turn on**. 7. On **Turn on Backup** panel, review the applicable [terms of service for Microsoft 365](https://www.microsoft.com/licensing/terms/product/ForOnlineServices/all), and then select **Save**. - -## Step 3: Create backup policies to protect your data + +## Create backup policies to protect your data Now that Microsoft 365 Backup is enabled for your organization, follow through to create policies and start protecting your content. @@ -133,12 +144,6 @@ Now that Microsoft 365 Backup is enabled for your organization, follow through t 4. [Create backup policies for OneDrive, SharePoint, or Exchange](backup-view-edit-policies.md#create-backup-policies). - - ## Admin roles and backup management privileges Only tenant-level admins can create and manage backups using Microsoft 365 Backup for their users. End users don't have the ability to enable backup or restores for their user account, distribution lists, mailboxes, or sites. It’s important to note that your admin role determines which products you can manage with Microsoft 365 Backup. We have also introduced a new dedicated role for this tool, the Microsoft 365 Backup Administrator, that can control the entire tool. For more information about this role, see [Microsoft 365 Backup Administrator](/entra/identity/role-based-access-control/permissions-reference#microsoft-365-backup-administrator). @@ -159,3 +164,8 @@ Only tenant-level admins can create and manage backups using Microsoft 365 Backu - **RPO** – Recovery point objective, or how close in time the most recent restore point is to an impacting event. - **RTO** – Recovery time objective, or how fast a restore to a prior point in time might complete. + + + \ No newline at end of file diff --git a/microsoft-365/backup/backup-view-edit-policies.md b/microsoft-365/backup/backup-view-edit-policies.md index c5d8810f66c..30151bca02b 100644 --- a/microsoft-365/backup/backup-view-edit-policies.md +++ b/microsoft-365/backup/backup-view-edit-policies.md @@ -5,7 +5,7 @@ author: chuckedmonson manager: jtremper audience: admin ms.reviewer: sreelakshmi -ms.date: 02/25/2025 +ms.date: 04/07/2025 ms.topic: article ms.service: microsoft-365-backup ms.custom: backup @@ -140,6 +140,8 @@ Follow these steps to set up a backup policy for Exchange mailboxes sites using > [!NOTE] > Adding a mailbox to the backup policy will back up the primary and archive mailboxes. + > + > Adding a mailbox might temporarily fail if mailbox setup has not had time to complete. For example, if you recently created the user, licensed the user, or migrated the mailbox from on premises, you might see a transient failure while the mailbox is still being set up. ![Screenshot of the Choose selection method page for Exchange.](../media/m365-backup/backup-choose-selection-method-exchange.png) @@ -275,4 +277,4 @@ Follow these steps to view and edit backup policies for Exchange. Microsoft 365 Backup supports the backup of sites and user accounts from both the central and satellite locations if the multi-geo feature is enabled on your tenant. This means that you can add the sites or user accounts from all geos while creating the backup configuration policy via the CSV file upload method. Adding sites via the site picker, search, or filter rules doesn't currently support multi-geo. Those user interface experiences today only support addition of sites in the tenant's central location. -Most importantly, data in the backups will honor the multi-geo residency requirements and keep data in the geo you've defined it to live. \ No newline at end of file +Most importantly, data in the backups will honor the multi-geo residency requirements and keep data in the geo you've defined it to live. diff --git a/microsoft-365/backup/index.yml b/microsoft-365/backup/index.yml index eb50c79e80e..a27f9cd8f47 100644 --- a/microsoft-365/backup/index.yml +++ b/microsoft-365/backup/index.yml @@ -12,7 +12,7 @@ metadata: ms.custom: intro-hub-or-landing author: chuckedmonson #Required; your GitHub user alias, with correct capitalization. ms.author: chucked #Required; microsoft alias of author; optional team alias. - ms.date: 07/31/2024 #Required; mm/dd/yyyy format + ms.date: 04/08/2025 #Required; mm/dd/yyyy format ms.localizationpriority: medium titleSuffix: Microsoft 365 Backup diff --git a/microsoft-365/backup/storage/backup-3p-lifecycle.md b/microsoft-365/backup/storage/backup-3p-lifecycle.md index f9750a02b68..b0ab58de8df 100644 --- a/microsoft-365/backup/storage/backup-3p-lifecycle.md +++ b/microsoft-365/backup/storage/backup-3p-lifecycle.md @@ -5,7 +5,7 @@ author: chuckedmonson manager: jtremper audience: admin ms.reviewer: sreelakshmi -ms.date: 02/03/2025 +ms.date: 04/01/2025 ms.topic: article ms.service: microsoft-365-backup ms.custom: backup @@ -58,6 +58,9 @@ All other states indicate that there's no active Microsoft 365 Backup Storage Co To activate your application as the Microsoft 365 Backup Storage Controller depends on whether or not there's already an existing Microsoft 365 Backup Storage Controller (either first-party or third-party). +> [!NOTE] +> Controllership transfers currently only work from first-party applications to third-party applications. We do not yet support transfers from third-party applications back to first-party applications. + #### No existing Microsoft 365 Backup Storage Controller If there's no existing Microsoft 365 Backup Storage Controller, then you can immediately activate your application as the Controller. To do this step, you execute the [serviceApp: activate](/graph/api/serviceapp-activate) API: diff --git a/microsoft-365/bookings/add-questions.md b/microsoft-365/bookings/add-questions.md index 3f7ce98629c..6545d0bb19c 100644 --- a/microsoft-365/bookings/add-questions.md +++ b/microsoft-365/bookings/add-questions.md @@ -3,7 +3,7 @@ title: "Add custom and required questions to the booking page" ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/24/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: bookings @@ -60,7 +60,7 @@ In this example, you can see that the questions that were added for the first se If your booking page is already published, you don't need to do anything else. Customers will see the questions the next time they book with you. If your booking page isn't published yet, go to the **booking page** from Outlook on the web, and then select **Save and publish**. > [!WARNING] -> You can also delete questions from the master list. However, if you delete a question it will be deleted from every service. We recommend that you disable the question by selecting it to ensure you do not impact any other services. You can see that a question is disabled if it is not surrounded by a highlighted rectangle. +> You can also delete questions from the main list. However, if you delete a question it will be deleted from every service. We recommend that you disable the question by selecting it to ensure you do not impact any other services. You can see that a question is disabled if it is not surrounded by a highlighted rectangle. ## Customer experience diff --git a/microsoft-365/bookings/bookings-overview.md b/microsoft-365/bookings/bookings-overview.md index 1d30c5a0564..a58917fc1f8 100644 --- a/microsoft-365/bookings/bookings-overview.md +++ b/microsoft-365/bookings/bookings-overview.md @@ -3,7 +3,7 @@ title: "Microsoft Bookings" ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/25/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: overview ms.service: bookings @@ -21,9 +21,9 @@ description: "An overview of the Microsoft Bookings app, which includes a web-ba # Microsoft Bookings -Microsoft Bookings makes scheduling and managing appointments a breeze. It helps you schedule and manage appointments with your customers, clients, or colleagues. Whether you need to book time to meet people or set aside time for different meetings, Bookings makes it easy and convenient for both you and your attendees. Bookings includes a web-based booking page, which is integrated with Outlook to optimize your calendar and give your customers the flexibility to book a time that works best for them. Email and SMS text notifications reduce no-shows and enhance customer satisfaction. Your organization saves time with a reduction in repetitive scheduling tasks. With built-in flexibility and ability to customize, Bookings can be designed to fit the situation and needs of many different parts of an organization. +Microsoft Bookings makes scheduling and managing appointments a breeze. It helps you schedule and manage appointments with your customers, clients, or colleagues. Whether you need to book time to meet people or set aside time for different meetings, Bookings makes it easy and convenient for both you and your attendees. Bookings includes a web-based booking page, which is integrated with Outlook to optimize your calendar and give your customers the flexibility to book a time that works best for them. Email and SMS text notifications reduce no-shows and enhance customer satisfaction. Your organization saves time with a reduction in repetitive scheduling tasks. With built-in flexibility and ability to customize, Bookings can be designed to fit the situation and needs of many different parts of an organization. -Bookings is also available as an app in Teams and Outlook, which allows you to create Booking pages, declare your availability, add team members, and both schedule new and manage existing appointments. +Bookings is also available as an app in Teams and Outlook, which allows you to create Booking pages, declare your availability, add team members, and both schedule new and manage existing appointments. ## Watch: Introducing Microsoft Bookings diff --git a/microsoft-365/bookings/customize-booking-page.md b/microsoft-365/bookings/customize-booking-page.md index 56deaa6e3b6..7e556cb8ba5 100644 --- a/microsoft-365/bookings/customize-booking-page.md +++ b/microsoft-365/bookings/customize-booking-page.md @@ -3,7 +3,7 @@ title: "Customize and publish your booking page" ms.author: kwekua author: kwekuako manager: scotv -ms.date: 03/25/2024 +ms.date: 04/01/2025 audience: Admin ms.topic: how-to ms.service: bookings diff --git a/microsoft-365/bookings/delete-calendar.md b/microsoft-365/bookings/delete-calendar.md index f31d926e6c2..bb99d057425 100644 --- a/microsoft-365/bookings/delete-calendar.md +++ b/microsoft-365/bookings/delete-calendar.md @@ -3,7 +3,7 @@ title: "Delete a Shared Booking page" ms.author: kwekua author: kwekuako manager: scotv -ms.date: 06/05/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: bookings @@ -20,10 +20,10 @@ description: "Use the Microsoft 365 admin center or Windows PowerShell to delete This article explains how you can delete an unwanted shared booking page. You can delete the shared booking page in the Microsoft 365 admin center or you can use PowerShell. The shared booking page is a mailbox in Exchange Online so you delete the corresponding user account to delete the shared booking page. > [!IMPORTANT] -> All shared booking pages that you created in 2017 or before must be deleted using the PowerShell instructions on this topic. All shared booking pages created in 2018 or after can be deleted in the Microsoft 365 admin center. +> All shared booking pages that **you created in 2017 or before** must be deleted using the PowerShell instructions on this topic. All shared booking pages **created in 2018 or after** can be deleted in the Microsoft 365 admin center. > [!IMPORTANT] -> Only Microsoft 365 Admins can delete shared booking pages created by end users. We do not support the capability of deleting shared booking pages at a user level. If a user wishes to do so, the request will have to be routed to the respective Microsoft 365 admin. +> Only Microsoft 365 Admins can delete shared booking pages created by end users. We do not support the capability of deleting shared booking pages at a user level. If a user wishes to do so, they'll have to be routed to the Microsoft 365 admin. The shared booking page is where all relevant information is stored, including: @@ -44,8 +44,6 @@ The shared booking page is where all relevant information is stored, including: 1. On the **Active Users** page, choose the name of the shared booking page that you want to delete and then select **Delete user**. - ![Image of Delete User UI in Microsoft 365 admin center.](../media/bookings-delete-user.png) - ## Delete a shared booking page using Exchange Online PowerShell 1. [Connect to Exchange Online PowerShell](/powershell/exchange/connect-to-exchange-online-powershell). diff --git a/microsoft-365/bookings/enter-business-information.md b/microsoft-365/bookings/enter-business-information.md index 48e3542053f..b2473f0f4c7 100644 --- a/microsoft-365/bookings/enter-business-information.md +++ b/microsoft-365/bookings/enter-business-information.md @@ -3,7 +3,7 @@ title: "Set up your shared booking page" ms.author: kwekua author: kwekuako manager: scotv -ms.date: 06/21/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: bookings @@ -29,8 +29,6 @@ On the home page of Bookings, navigate to the Shared Bookings section and select 2. Invite staff - Add your team members in this section. These people will be able to view and manage bookings for the team based on the team roles assigned. You can choose to configure this later as well. - :::image type="content" source="../media/booking-page-invite-staff.png" alt-text="Screenshot showing step two out of four for creating a shared booking page in Microsoft Bookings" lightbox="../media/booking-page-invite-staff.png"::: - 3. Add a service - You can add the list of services you wish to offer or customize the default service shown. You can choose to configure this later and proceed with the default service. :::image type="content" source="../media/booking-page-set-service.png" alt-text="Screenshot showing step three out of four for creating a shared booking page in Microsoft Bookings" lightbox="../media/booking-page-set-service.png"::: diff --git a/microsoft-365/bookings/set-language-time-zones.md b/microsoft-365/bookings/set-language-time-zones.md index d1bd3ef2b96..df8478695d8 100644 --- a/microsoft-365/bookings/set-language-time-zones.md +++ b/microsoft-365/bookings/set-language-time-zones.md @@ -3,7 +3,7 @@ title: "Set Bookings language and time zones" ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/24/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: bookings @@ -17,7 +17,7 @@ description: "Change your language and time zone settings in Microsoft Bookings. # Set language and time zones in Microsoft Bookings -If you are using Microsoft Bookings and bookings are created at the wrong time, then your time zone settings might need to be changed. Likewise, if some bookings are in the wrong language, you might need to change your language settings. +If you are using Microsoft Bookings and bookings are created in the wrong time zone, then your time zone settings might need to be changed. Likewise, if some bookings are in the wrong language, you might need to change your language settings. There are two separate language and time zone settings for Bookings. The first setting controls the language and time zone of the booking calendar and is set using the Outlook on the web settings for the personal calendar of the logged-in user. The second setting affects the self-service booking page that your customers use and is set using a "regional settings" page that controls language and time zone only for that page. diff --git a/microsoft-365/bookings/set-scheduling-policies.md b/microsoft-365/bookings/set-scheduling-policies.md index 5081d51a150..4bdf90fbb3f 100644 --- a/microsoft-365/bookings/set-scheduling-policies.md +++ b/microsoft-365/bookings/set-scheduling-policies.md @@ -3,7 +3,7 @@ title: "Set Bookings scheduling policies" ms.author: kwekua author: kwekuako manager: scotv -ms.date: 05/28/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: bookings diff --git a/microsoft-365/business-premium/create-communications-site.md b/microsoft-365/business-premium/create-communications-site.md index 09488ce928f..8c04bf6704e 100644 --- a/microsoft-365/business-premium/create-communications-site.md +++ b/microsoft-365/business-premium/create-communications-site.md @@ -58,7 +58,7 @@ The following links for PowerPoint and PDF can be downloaded and printed in tabl ## Set it up -1. Sign in to . +1. Sign in to . 2. In the top-left corner of the page, select the app launcher icon and then select the **SharePoint** tile. If you don't see the **SharePoint** tile, select the **Sites** tile or **All** if SharePoint isn't visible. diff --git a/microsoft-365/business-premium/index.yml b/microsoft-365/business-premium/index.yml index dbe914cc563..df9a7bb3010 100644 --- a/microsoft-365/business-premium/index.yml +++ b/microsoft-365/business-premium/index.yml @@ -12,6 +12,7 @@ metadata: ms.topic: hub-page # Required ms.collection: - tier2 + - essentials-navigation ms.custom: - AdminSurgePortfolio - intro-hub-or-landing diff --git a/microsoft-365/business-premium/m365-campaigns-setup.md b/microsoft-365/business-premium/m365-campaigns-setup.md index 12dd5a6c8e8..86e0cba4e4a 100644 --- a/microsoft-365/business-premium/m365-campaigns-setup.md +++ b/microsoft-365/business-premium/m365-campaigns-setup.md @@ -106,7 +106,7 @@ Make sure that you meet the following requirements before you begin your setup p Users who have been added to your Microsoft 365 for Campaigns (or Microsoft 365 Business Premium) subscription can sign in using the following steps: -1. Go to . +1. Go to . 2. Sign in using the username and password for the account. Users will have this information in the email they receive when they are added as users. If they can't find the email, see [user didn't receive invite email](../admin/simplified-signup/admin-invite-business-standard.md#i-shared-an-email-invite-but-the-user-didnt-receive-the-email). diff --git a/microsoft-365/business-premium/m365bp-trial-playbook-microsoft-business-premium.md b/microsoft-365/business-premium/m365bp-trial-playbook-microsoft-business-premium.md index 3663b56394f..a39a9066a6e 100644 --- a/microsoft-365/business-premium/m365bp-trial-playbook-microsoft-business-premium.md +++ b/microsoft-365/business-premium/m365bp-trial-playbook-microsoft-business-premium.md @@ -79,7 +79,7 @@ Microsoft 365 Business Premium includes Defender for Business, a new security so 1. Start by [installing Microsoft 365 Apps](m365bp-users-install-m365-apps.md). -2. Go to and sign in. (See [Getting Started at Office.com](https://support.microsoft.com/office/get-started-at-office-com-91a4ec74-67fe-4a84-a268-f6bdf3da1804).) +2. Go to and sign in. (See [Getting Started at Office.com](https://support.microsoft.com/office/get-started-at-office-com-91a4ec74-67fe-4a84-a268-f6bdf3da1804).) 3. Create an Office document, such as a [Word document](https://support.microsoft.com/office/basic-tasks-in-word-87b3243c-b0bf-4a29-82aa-09a681999fdc). diff --git a/microsoft-365/business-premium/m365bp-users-install-m365-apps.md b/microsoft-365/business-premium/m365bp-users-install-m365-apps.md index eaed41996f5..8d32c1b0f9a 100644 --- a/microsoft-365/business-premium/m365bp-users-install-m365-apps.md +++ b/microsoft-365/business-premium/m365bp-users-install-m365-apps.md @@ -39,7 +39,7 @@ Microsoft 365 Business Premium includes Microsoft 365 Apps, such as Word, PowerP Here's how users can install their apps: -1. Go to and sign in. +1. Go to and sign in. 2. Select **Install apps** \> **Premium Microsoft 365 Apps**. See [Install Microsoft 365 apps](../admin/setup/install-applications.md) diff --git a/microsoft-365/commerce/about-registration-numbers.md b/microsoft-365/commerce/about-registration-numbers.md index 70d8f7399d2..be3efbbe8b8 100644 --- a/microsoft-365/commerce/about-registration-numbers.md +++ b/microsoft-365/commerce/about-registration-numbers.md @@ -25,7 +25,7 @@ ms.custom: - campaignIDs-batch1 - campaignIDs-batch2 description: "Learn about registration numbers and under-review notifications when you buy Microsoft business products or services." -ms.date: 09/05/2024 +ms.date: 03/31/2025 --- # About registration numbers and under-review notifications in the Microsoft 365 admin center @@ -34,7 +34,7 @@ This article only applies to commercial customers who buy or activate business p ## What is a registration number? -A registration number, sometimes referred to as a Tax Identification Number (TIN), is a number issued by the tax authority in your country/region to identify your organization for tax purposes. We use the registration number to review the details of your account. The review lets us determine if Microsoft can provide you with products and services. For information about what registration numbers are needed for a country/region, see [Tax Identification Numbers](https://www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/tax-identification-numbers/). +A registration number, sometimes referred to as a Tax Identification Number (TIN), is a number issued by the tax authority in your country/region to identify your organization for tax purposes. We use the registration number to review the details of your account. The review lets us determine if Microsoft can provide you with products and services. For countries/regions where the registration number is mandatory, the label above the text box indicates what type of number is required. For example, in the following screenshot, the label indicates that a CNPJ (Brazilian) registration number is needed. @@ -44,7 +44,7 @@ For countries/regions where the registration number is optional, you can choose :::image type="content" source="../media/macregnum-reg-screenshot_400.png" alt-text="Screenshot of the optional registration number field."::: -To find out the format and type of registration number issued by your country/region, see [Tax Identification Numbers](https://www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/tax-identification-numbers/). +To find out the format and type of registration number issued by your country/region, contact your tax authority. ## How do I know if my account is under review? diff --git a/microsoft-365/commerce/add-storage-space.md b/microsoft-365/commerce/add-storage-space.md index ea08aa97d2a..09abb98dce8 100644 --- a/microsoft-365/commerce/add-storage-space.md +++ b/microsoft-365/commerce/add-storage-space.md @@ -29,7 +29,7 @@ ms.custom: - GAUpdates search.appverid: MET150 description: "Learn how to add extra SharePoint file storage in your Microsoft 365 subscription." -ms.date: 12/12/2024 +ms.date: 03/27/2025 --- # Add more SharePoint storage to your subscription diff --git a/microsoft-365/commerce/billing-and-payments/change-payment-frequency.md b/microsoft-365/commerce/billing-and-payments/change-payment-frequency.md index 9a671678a07..bdf1ae2ac9c 100644 --- a/microsoft-365/commerce/billing-and-payments/change-payment-frequency.md +++ b/microsoft-365/commerce/billing-and-payments/change-payment-frequency.md @@ -25,7 +25,7 @@ ms.custom: - GAUpdates search.appverid: MET150 description: "Learn how to change how often you're billed for your Microsoft 365 for business subscription." -ms.date: 01/07/2025 +ms.date: 03/27/2025 --- # Change your Microsoft 365 subscription billing frequency diff --git a/microsoft-365/commerce/billing-and-payments/change-your-billing-addresses.md b/microsoft-365/commerce/billing-and-payments/change-your-billing-addresses.md index da5bb625907..7f30718cd9b 100644 --- a/microsoft-365/commerce/billing-and-payments/change-your-billing-addresses.md +++ b/microsoft-365/commerce/billing-and-payments/change-your-billing-addresses.md @@ -26,7 +26,7 @@ ms.custom: - campaignIDs-batch2 search.appverid: MET150 description: "Learn how to change your billing address for Microsoft 365 for business." -ms.date: 02/16/2024 +ms.date: 04/01/2025 --- # Change the billing addresses for your Microsoft business subscription @@ -83,11 +83,22 @@ You can change your **Bill to** address in the Microsoft 365 admin center. Howev ## Change your service usage address -If you have an MOSA billing account type, you can change the service usage address for a subscription. [Find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). +You can change the service usage address for a subscription. [Find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). + +**If you have an MCA billing account type:** + +1. In the [admin center](https://go.microsoft.com/fwlink/p/?linkid=2024339""), go to the **Billing** > [Billing accounts](https://go.microsoft.com/fwlink/p/?linkid=2102895"") page. +1. On the **Overview** tab, select a billing account. +1. On the billing account details page, select the **Billing profiles** tab. The tab lists all billing profiles associated with the selected billing account. +1. Select a billing profile name to view its details page. +1. On the billing profile details page, under **Ship-to address** select **Edit**. +1. In the **Edit ship-to address** pane, update your organization information, then select **Save**. + +**If you have an MOSA billing account type:** 1. Go to the admin center. - - If you’re using the **Simplified view**, select **Billing**. - - If you’re using the **Dashboard view**, go to the **Billing** > Your products page. + - If you're using the **Simplified view**, select **Billing**. + - If you're using the **Dashboard view**, go to the **Billing** > Your products page. 2. Select the subscription to change. 3. On the subscription details page, in the **Service usage address** section, select **Edit service usage address**. 4. In the **Edit service usage address** pane, update your address, then select **Save**. @@ -97,4 +108,4 @@ If you have an MOSA billing account type, you can change the service usage addre [View your invoice in the Microsoft 365 admin center](view-your-bill-or-invoice.md) (article)\ [Understand your invoice for your Microsoft MCA billing account](understand-your-invoice.md) (article)\ [Understand your invoice for your Microsoft MOSA billing account](understand-your-invoice2.md) (article)\ -[Payment options for your Microsoft business subscription](pay-for-your-subscription.md) (article)\ +[Payment options for your Microsoft business subscription](pay-for-your-subscription.md) (article) diff --git a/microsoft-365/commerce/billing-and-payments/italy-billing-info.md b/microsoft-365/commerce/billing-and-payments/italy-billing-info.md index f6aaf91f3bb..4892249bb65 100644 --- a/microsoft-365/commerce/billing-and-payments/italy-billing-info.md +++ b/microsoft-365/commerce/billing-and-payments/italy-billing-info.md @@ -22,7 +22,7 @@ ms.custom: - commerce_billing - admindeeplinkMAC monikerRange: 'o365-worldwide' -ms.date: 03/27/2024 +ms.date: 03/30/2025 --- # Billing information for Microsoft 365 for business in Italy diff --git a/microsoft-365/commerce/billing-and-payments/manage-billing-notifications.md b/microsoft-365/commerce/billing-and-payments/manage-billing-notifications.md index b01b539ff11..2229908f755 100644 --- a/microsoft-365/commerce/billing-and-payments/manage-billing-notifications.md +++ b/microsoft-365/commerce/billing-and-payments/manage-billing-notifications.md @@ -26,7 +26,7 @@ ms.custom: search.appverid: - MET150 description: "Learn how to manage who receives billing notification emails and invoice attachments in the Microsoft 365 admin center." -ms.date: 02/16/2024 +ms.date: 04/01/2025 --- # Manage billing notifications and invoice attachment settings in the Microsoft 365 admin center @@ -44,6 +44,35 @@ You can manage who receives billing notification emails for your organization on > [!NOTE] > If you're the person who signed up for the subscription, you're automatically a Billing account owner. +## Receive your organization's invoices as email attachments + +You can choose to receive your organization's invoices as email attachments. However, the steps to manage the invoice attachment setting in the Microsoft 365 admin center depend on the type of billing account that you have. [Find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). + +### Receive your invoice as an email attachment for MCA billing account types + +If you have an MCA billing account type, the option to receive your invoice as an attachment to your invoice notification emails is linked with your billing profile. To turn on the invoice email attachment setting for a specific billing profile, use the following steps. + +1. In the admin center, go to the **Billing** > [Billing accounts](https://go.microsoft.com/fwlink/p/?linkid=2102895"") page. +1. On the **Overview** tab, select a billing account. +1. On the billing account details page, select the **Billing profiles** tab. The tab lists all billing profiles associated with the selected billing account. +1. Select a billing profile name to view its details page. +1. In the **Invoice and Billing Notifications** section, select **Edit settings**. +1. In the **Invoice email settings** pane, under **Get invoices in email attachments**, switch the toggle to **On**. +1. If needed, add any additional recipient email addresses, then select **Save Changes**. + +### Receive your invoice as an email attachment for MOSA billing account types + +If you have an MOSA billing account type, the option to receive your invoice as an attachment to your invoice notification emails is managed on the **Billing notifications** page in the Microsoft 365 admin center. To turn on the invoice email attachment setting on the **Billing notifications** page, use the following steps. + +> [!NOTE] +> Billing admins can also do the following steps. + +1. In the admin center, go to the **Billing** > [Billing notifications](https://go.microsoft.com/fwlink/p/?linkid=853212"") page. +1. Under **Billing notification settings**, select **Edit notification settings**. +1. In the **Billing notification settings** pane, under **Invoice PDF**, select the **Attach a PDF to your invoice emails** checkbox, then select **Save**. + +To stop receiving the invoice attachment at any time, follow the steps in this procedure and clear the **Attach a PDF to your invoice emails** checkbox in step 3. + ## Change who receives billing notifications You can change who receives billing notifications for your organization in the Microsoft 365 admin center. However, the steps to change who receives billing notifications depend on the type of billing account that you have. [Find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). @@ -60,6 +89,18 @@ To change the billing profile roles assigned to users, see [Assign billing profi To learn more about billing profile roles and how to manage them, see [Understand Microsoft Customer Agreement administrative roles in Azure](/azure/cost-management-billing/manage/understand-mca-roles). +#### Receive a copy of your invoice by email + +You can receive a copy of your invoice attached as a pdf to your invoice ready email. + +1. In the admin center, go to the **Billing** > [Billing accounts](https://go.microsoft.com/fwlink/p/?linkid=2102895"") page. +1. Select the Billing account that includes the Billing profile that you want to add email recipients to. +1. Select the **Billing profiles** tab. +1. Select the Billing profile that you want to update. +1. In the **Invoice and billing notifications** section, select **Edit invoice and contact settings**. +1. Toggle the Edit invoice and contacts setting to **On** +1. Select **Save changes** + #### Add additional recipients In case your primary email address isn't configured to receive emails, or if you want to receive the notifications at different email addresses, you can add them by using the following steps. @@ -104,7 +145,7 @@ Billing notification emails are sent in your organization's preferred language. ## Change the email addresses for admins -You can change the primary email address of other admins in your organization. However, you can only change your own alternate email address, you can't change email addresses for other admins. +You can change the primary email address of other admins in your organization. However, you can only change your own alternate email address, you can't change email addresses for other admins unless you have a global admin role 1. In the admin center, go to the **Billing** > Billing notifications page. 2. In the **Admins receiving billing notifications** section, select a name. @@ -116,36 +157,7 @@ In addition to your Global and Billing admins, we send billing notifications to 1. In the admin center, go to the **Billing** > Billing notifications page. 2. Under **Organization contact receiving billing notifications**, select the organization contact. -3. In the organization details pane, type the email address that you want to use, then select **Save**. - -## Receive your organization's invoices as email attachments - -You can choose to receive your organization's invoices as email attachments. However, the steps to manage the invoice attachment setting in the Microsoft 365 admin center depend on the type of billing account that you have. [Find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). - -### Receive your invoice as an email attachment for MCA billing account types - -If you have an MCA billing account type, the option to receive your invoice as an attachment to your invoice notification emails is linked with your billing profile. To turn on the invoice email attachment setting for a specific billing profile, use the following steps. - -1. In the admin center, go to the **Billing** > Billing accounts page. -2. On the **Overview** tab, select a billing account. -3. On the billing account details page, select the **Billing profiles** tab. The tab lists all billing profiles associated with the selected billing account. -4. Select a billing profile name to view its details page. -5. In the **Invoice and Billing Notifications** section, select **Edit settings**. -6. In the **Invoice email settings** pane, under **Get invoices in email attachments**, switch the toggle to **On**. -7. If needed, add any additional recipient email addresses, then select **Save Changes**. - -### Receive your invoice as an email attachment for MOSA billing account types - -If you have an MOSA billing account type, the option to receive your invoice as an attachment to your invoice notification emails is managed on the **Billing notifications** page in the Microsoft 365 admin center. To turn on the invoice email attachment setting on the **Billing notifications** page, use the following steps. - -> [!NOTE] -> Billing admins can also do the following steps. - -1. In the admin center, go to the **Billing** > Billing notifications page. -2. Under **Billing notification settings**, select **Edit notification settings**. -3. In the **Billing notification settings** pane, under **Invoice PDF**, select the **Attach a PDF to your invoice emails** checkbox, then select **Save**. - -To stop receiving the invoice attachment at any time, follow the steps in this procedure and clear the **Attach a PDF to your invoice emails** checkbox in step 3. +1. In the organization details pane, type the email address that you want to use, then select **Save**. ## Related content diff --git a/microsoft-365/commerce/billing-and-payments/manage-billing-profiles.md b/microsoft-365/commerce/billing-and-payments/manage-billing-profiles.md index a014fa80555..73e20a89a35 100644 --- a/microsoft-365/commerce/billing-and-payments/manage-billing-profiles.md +++ b/microsoft-365/commerce/billing-and-payments/manage-billing-profiles.md @@ -24,7 +24,7 @@ ms.custom: - admindeeplinkMAC search.appverid: MET150 description: "Learn about billing profiles and how they're used to pay invoices for Microsoft business accounts." -ms.date: 02/16/2024 +ms.date: 04/02/2025 --- # Manage your Microsoft business billing profiles @@ -32,7 +32,6 @@ ms.date: 02/16/2024 A billing profile contains payment method and invoice information associated with your Microsoft business billing account. You use a billing profile to pay for business products and services that you buy from Microsoft. A billing profile is automatically created when a billing account is created, and you can add new billing profiles at any time. For information about billing accounts, see [Understand your Microsoft billing account](../manage-billing-accounts.md). > [!IMPORTANT] -> > This article only applies to customers with a Microsoft Customer Agreement billing account type. ## Before you begin @@ -64,6 +63,7 @@ The following table lists the terms shown on the billing profile details page. |Billing account |The billing account associated with the billing profile. To view details about the billing account, select the link. For more information about billing accounts, see [Understand billing accounts](../manage-billing-accounts.md). | |My role |A read-only field that shows your billing profile role. | |Bill-to address |Contains the contact name, address, email address, and phone number for the billing profile. To make changes to the address details, select **Edit**. | +|Ship-to address |Contains the contact name, address, email address, and phone number for the ship-to address. To make changes to the address details, select **Edit**.| |Get invoices in email statements |A setting you can turn on to receive the invoice as an email attachment. The default setting is **On**. To turn this setting on or off, select **Edit settings**. | |Additional recipients | The list of people who also receive a copy of the invoice by email. | |Billing notification settings |A link to the **Billing notifications** page where you can edit notification settings, edit the organization email address, and manage the list of admins who receive billing notifications. To make changes, select **Edit settings**. | @@ -100,7 +100,6 @@ Billing profile roles have permissions to control purchases, and view and manage | Invoice manager | Can view and pay bills and has a read-only view of everything in a billing profile. | > [!IMPORTANT] -> > Billing profile roles only apply to billing profiles, and don't apply to other Microsoft 365 admin center scenarios. ## View users and their billing profile roles @@ -114,7 +113,6 @@ Billing profile roles have permissions to control purchases, and view and manage ## Assign billing profile roles > [!NOTE] -> > You can only assign billing profile roles to users in your organization. 1. In the admin center, go to the **Billing** > Billing accounts page. diff --git a/microsoft-365/commerce/billing-and-payments/manage-payment-methods.md b/microsoft-365/commerce/billing-and-payments/manage-payment-methods.md index 501f757bfae..0a4cdfcde1f 100644 --- a/microsoft-365/commerce/billing-and-payments/manage-payment-methods.md +++ b/microsoft-365/commerce/billing-and-payments/manage-payment-methods.md @@ -5,7 +5,7 @@ f1.keywords: author: cmcatee-MSFT ms.author: cmcatee manager: scotv -ms.reviewer: lishepar, ramagane +ms.reviewer: lishepar, jobailey audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -29,12 +29,12 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to manage your payment methods for Microsoft business products or services in the Microsoft 365 admin center." -ms.date: 02/16/2024 +ms.date: 03/24/2025 --- # Manage payment methods for Microsoft business accounts -When you buy Microsoft business products or services, you can use an existing payment method to pay for them, or add a new one. You can use a credit or debit card to pay for the things you buy. +When you buy Microsoft business products or services, you can use an existing payment method to pay for them, or add a new one. You can use a credit or debit card to pay for the things you buy. Depending on your country/region, alternative payment methods might be supported. > [!IMPORTANT] > @@ -42,14 +42,14 @@ When you buy Microsoft business products or services, you can use an existing pa > - The option to pay with a bank account is no longer available. > [!TIP] -> If you need help with the steps in this topic, consider [working with a Microsoft small business specialist](https://go.microsoft.com/fwlink/?linkid=2186871). With Business Assist, you and your employees get around-the-clock access to small business specialists as you grow your business, from onboarding to everyday use. +> If you need help with the steps in this article, consider [working with a Microsoft small business specialist](https://go.microsoft.com/fwlink/?linkid=2186871). With Business Assist, you and your employees get around-the-clock access to small business specialists as you grow your business, from onboarding to everyday use. ## Before you begin - [Find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). -- If you have a Microsoft Customer Agreement (MCA) billing account type, you must be a Billing account owner or contributor, or a Billing profile owner or contributor to dp the tasks in this article. For more information about billing account and billing profile roles, see [Understand your Microsoft business billing account](../manage-billing-accounts.md) and [Manage your Microsoft business billing profiles](manage-billing-profiles.md). -- If you have a Microsoft Online Subscription Agreement (MOSA), you must be at least a Billing Administrator to do the tasks in this article. For more information, see [[About admin roles]](../../admin/add-users/about-admin-roles.md). -- If you have an MCA billing account type and you’re a Billing profile owner or contributor, you can use the billing profile that's backed by a credit or debit card or invoice payment to make purchases or pay bills. If you're a Billing invoice manager, you can only use a billing profile to pay bills. To learn more about billing profiles and roles, see [Manage your Microsoft business billing profiles](manage-billing-profiles.md). +- If you have a Microsoft Customer Agreement (MCA) billing account type, you must be a Billing account owner or contributor, or a Billing profile owner or contributor to do the tasks in this article. For more information about billing account and billing profile roles, see [Understand your Microsoft business billing account](../manage-billing-accounts.md) and [Manage your Microsoft business billing profiles](manage-billing-profiles.md). +- If you have a Microsoft Online Subscription Agreement (MOSA), you must be at least a Billing Administrator to do the tasks in this article. For more information, see [About admin roles](../../admin/add-users/about-admin-roles.md). +- If you have an MCA billing account type and you're a Billing profile owner or contributor, you can use the billing profile backed by a credit or debit card or invoice payment to make purchases or pay bills. If you're a Billing invoice manager, you can only use a billing profile to pay bills. To learn more about billing profiles and roles, see [Manage your Microsoft business billing profiles](manage-billing-profiles.md). > [!NOTE] > If you're the person who signed up for the subscription, you're automatically a Billing account owner. @@ -57,105 +57,64 @@ When you buy Microsoft business products or services, you can use an existing pa ## Add a payment method > [!IMPORTANT] -> -> Adding a payment method doesn't associate it with any subscriptions or billing profiles you have. If you want to use the new payment method to pay for a subscription, you must move a subscription to it, or replace an existing payment method in a billing profile. +> Adding a payment method doesn't associate it with any subscriptions or billing profiles you have. If you want to use the new payment method to pay for a subscription, you must move a subscription to it or replace an existing payment method in a billing profile or subscription. + +If you have an MOSA billing account type, you can replace the payment method for all subscriptions that use another payment method as part of adding a new one. You can also replace a payment method later on. -If you have an MOSA billing account type, you can replace the payment method for all subscriptions that use another payment method as part of adding a new one. You can also [replace a payment method](#replace-a-payment-method) later on. To assign a single subscription to the payment method, see [Replace the payment method for a single subscription](#replace-the-payment-method-for-a-single-subscription). +### Add a payment method for an MCA or MOSA account 1. Go to the Microsoft 365 admin center. - - If you're using the **Simplified view**, select **Billing**, then select **View payment methods**. - - If you're using the **Dashboard view**, go to the **Billing** > Bills & payments page, and select the **Payment methods** tab. + - If you're using the **Simplified view**, select the **Products** tab, then select **View payment methods**. + - If you're using the **Dashboard view**, go to the Microsoft 365 admin center > Bills & payments page, and select the **Payment methods** tab. 2. Select **Add a payment method**. +3. If your country/region supports an alternate payment option, you see the selection in this step. Select the option you want to add and follow the **Add payment method** form. - > [!NOTE] - > For customers in India, when you add a new payment method, we generate a one-time password for you. When prompted, enter the password to save the new payment method. - -3. On the **Add a payment method** page, enter the information for the new payment method, then select **Save**. -4. To use the new payment method to pay for all subscriptions currently paid for with another payment method, select **Replace an existing payment method**. -5. Select the payment method you want to replace, then select **Replace**. - -## Watch: Update your payment method - -Check out this video and others on our [YouTube channel](https://go.microsoft.com/fwlink/p/?linkid=2198207). - -> [!VIDEO https://learn-video.azurefd.net/vod/player?id=ad949d04-8b23-425c-93f1-264ebed05738] - -If you found this video helpful, check out the [complete training series for small businesses and those new to Microsoft 365](https://go.microsoft.com/fwlink/?linkid=2197659) on YouTube. - -## Update payment method details - -You can change the name, billing address, or expiration date for an existing credit or debit card. However, you can't change the card number. If the account number has changed, [replace it with a different payment method](#replace-a-payment-method), and then [delete the old one](#delete-a-payment-method). - -1. Go to the admin center. - - - If you're using the **Simplified view**, select **Billing**, then select **View payment methods**. - - If you're using the **Dashboard view**, go to the **Billing** > Bills & payments page, and select the **Payment methods** tab. + - Some alternate payment types might redirect you to your bank for verification. Don't click away of the Microsoft 365 admin center tab. After the verification is complete, you're automatically redirected back to the admin center. -2. Select the payment method to update. In the edit pane, select **Edit**. -3. Update your payment method information, including the name on the credit or debit card, billing address, or expiration date, and then select **Save**. - -> [!IMPORTANT] -> -> If you update a credit or debit card, you must enter the security code before any changes are saved. +4. In the **Add a payment method** pane, enter the information for the new payment method, then select **Save**. +5. To use the new payment method to pay for a subscription, you must move a subscription to it or replace an existing payment method in a billing profile. ## Replace a payment method -When you replace an existing payment method, you can add a new one, or use a payment method that’s already in your account. You can replace the payment method in the Microsoft 365 admin center. However, the steps to replace a payment method depend on the type of billing account that you have. [Find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). +When you replace an existing payment method, you can add a new one or use a payment method that's already in your account. -- [Replace the payment method for a billing profile](#replace-the-payment-method-for-a-billing-profile) (MCA billing account types only) -- [Replace the payment method for a single subscription](#replace-the-payment-method-for-a-single-subscription) (MOSA billing account types only) -- [Replace a single payment method for all subscriptions](#replace-a-single-payment-method-for-all-subscriptions) (MOSA billing account types only) +If you have an MCA billing account type, you can replace the payment method currently linked with a billing profile. If you have an MOSA billing account type, you can replace the payment method associated with one or more subscriptions. > [!IMPORTANT] -> > Replacing a payment method doesn't delete the existing payment method. The old payment method is still available for you to select and use for other subscriptions and billing profiles. Learn how to delete a payment method. -### Replace the payment method for a billing profile - -If you have an MCA billing account type, you can replace the payment method that's linked with a billing profile. +1. Go to the admin center. -1. In the admin center, go to the **Billing** > Billing accounts page. -2. On the **Overview** tab, select a billing account. -3. On the billing account details page, select the **Billing profile** tab. The tab lists all billing profiles associated with the selected billing account. -4. Select a billing profile name to view its details page. -5. On the billing profile details page, in the **Invoice and billing notifications** section, under **Payment method**, select **Replace**. -6. Select a new payment method from the drop-down list. If you need to add a new payment method first, select **Add payment method**, enter the details, then select **Save**. -7. In the **Replace payment method** pane, select a different payment method from the drop-down list, then select **Replace**. + - If you're using the **Simplified view**, select the **Products** tab, then select **View payment methods**. + - If you're using the **Dashboard view**, go to the Microsoft 365 admin center > Bills & payments page, and select the **Payment methods** tab. -### Replace the payment method for a single subscription +2. Select the **More actions** button (three dots) for the payment method you want to replace, then select **Replace**. +3. The **Replace payment method** wizard opens and you see the details for the current payment method. The **Replace for** section indicates if you're replacing the payment method for subscriptions (MOSA) or a billing profile (MCA). +4. Under **Choose payment method to move subscriptions**, select either **Use another payment method** or **Add a payment method**. -If you have an MOSA billing account type, you can change the payment method used to pay for a single subscription. + - If you chose **Use another payment method**, select an alternate payment method from the drop-down list, then select **Next**. + - If you chose **Add a payment method**, select **Next**. On the **Add a new payment method** page, enter the payment method details, then select **Next**. -1. Go to the admin center. +5. On the **Review details and replace** page, you see the current payment method, the new payment method, and the associated subscriptions or billing profiles associated with the new payment method. Select **Replace payment method**, then select **Close**. - - If you're using the **Simplified view**, select **Billing**. - - If you're using the **Dashboard view**, go to the **Billing** > Your products page. +## Edit payment method details -2. Select the subscription that you want to pay for with the alternate payment method. -3. On the product details page, in the **Subscription and payment settings** section, select **Replace payment method**. -4. If you want to add a new payment method first, select **Add payment method**, enter the details, then select **Save**. -5. In the Replace payment method pane, select a different payment method from the drop-down list, then select **Replace**. +You can change the name, billing address, or expiration date for an existing credit or debit card. However, you can't change the card number. If the account number changed, replace it with a different payment method, and then delete the old one. -### Replace a single payment method for all subscriptions +1. Go to the admin center. -If you have an MOSA billing account type, you can change the payment method used to pay for all your subscriptions at once. If you only want to change the payment method for one subscription, see [Replace the payment method for a single subscription](#replace-the-payment-method-for-a-single-subscription). + - If you're using the **Simplified view**, select the **Products** tab, then select **View payment methods**. + - If you're using the **Dashboard view**, go to the Microsoft 365 admin center > Bills & payments page, and select the **Payment methods** tab. -1. Go to the admin center. +2. Select the **More actions** button (three dots) for the payment method you want to update, then select Edit. +3. In the **Edit payment method** pane, update your payment method information, including the name on the credit or debit card, billing address, or expiration date. - - If you're using the **Simplified view**, select **Billing**, then select **View payment methods**. - - If you're using the Dashboard view, go to the **Billing** > Bills & payments page, and select the **Payment methods** tab. + > [!IMPORTANT] + > If you update a credit or debit card, you must enter the security code before any changes are saved. -2. Select the payment method to replace. The right pane lists all the individual subscriptions that use the selected payment method. -3. In the right pane, select **Replace payment method for all items**. -4. Review the payment method details, then select **Next**. -5. To use a different payment method already on file, select **Use another payment method**. To add a new payment method, select **Add a payment method**. -6. Select **Next**. -7. To use an existing payment method, choose one from the drop-down list, then select **Next**. To add a new payment method, enter the information, then select **Next**. -8. Review the list of subscriptions or billing profiles that are about move to the new payment method, then select **Next**. -9. Review the final details for replacing your payment method, then select **Replace payment method**. -10. When you’re finished, you can select the link to **Review payment methods**, or select **Close**. +4. Select **Save**. ## Delete a payment method @@ -167,42 +126,40 @@ If a payment method isn't associated with any subscriptions or billing profiles, 1. Go to the admin center. - - If you're using the **Simplified view**, select **Billing**, then select **View payment methods**. - - If you're using the Dashboard view, go to the **Billing** > Bills & payments page, and select the **Payment methods** tab. + - If you're using the **Simplified view**, select the **Products** tab, then select **View payment methods**. + - If you're using the **Dashboard view**, go to the Microsoft 365 admin center > Bills & payments page, and select the **Payment methods** tab. -2. Select the payment method to delete. -3. In the edit pane, select **Delete**. -4. Review the payment method details, then select **Next**. -5. On the next page, select **Delete**, then select **Close**. +2. Select the **More actions** button (three dots) for the payment method you want to delete, then select **Delete**. +3. The **Delete payment method** wizard open. If the payment method isn't associated with any billing profiles or subscriptions, you see the message "No subscriptions linked to this payment method." +4. Select **Delete payment method**. When you see the success message, select **Close**. ### Delete a payment method with subscriptions or billing profiles attached -If a payment method is attached to any subscriptions or billing profiles, first replace it with an existing payment method or add a new one, then delete the old payment method. +If a payment method is attached to any subscriptions or billing profiles, you must replace it with an existing payment method or add a new one before deleting the payment method. This can be completed in the **Delete payment method** flow. 1. Go to the admin center. - - If you're using the **Simplified view**, select **Billing**, then select **View payment methods**. - - If you're using the Dashboard view, go to the **Billing** > Bills & payments page, and select the **Payment methods** tab. + - If you're using the **Simplified view**, select the **Products** tab, then select **View payment methods**. + - If you're using the **Dashboard view**, go to the Microsoft 365 admin center > Bills & payments page, and select the **Payment methods** tab. -2. Select the payment method to delete. -3. In the edit pane, select **Delete**. The **Delete a payment method** pane lists existing subscriptions and billing profiles that use that payment method. -4. Select **Next**. -5. To use a different payment method already on file, select **Use another payment method**. To add a new payment method, select **Add a payment method**. -6. Select **Next**. -7. To use an existing payment method, choose one from the drop-down list, then select **Next**. To add a new payment method, enter the information, then select **Next**. -8. Review the subscriptions or billing profiles to move, then select **Move subscriptions**. -9. Review the details of the payment method you want to delete, select **Delete**, then select **Close**. +2. Select the **More actions** button (three dots) for the payment method you want to delete then select **Delete**. +3. The **Delete payment method** wizard opens and you see the payment method details of the payment method that's currently in use. The **Replace for** section shows the number of billing profiles or subscriptions associated with the payment method. +4. Under **Choose payment method to move subscriptions**, select either **Select a payment method** or **Add a new payment method**. + + - If you chose **Select a payment method**, select an alternate payment method from the drop-down list, then select **Next**. + - If you chose **Add a new payment method**, select **Next**. On the **Add a new payment method** page, enter the payment method details, then select **Next**. + +5. On the **Review details and delete** page, you see the current payment method, the new payment method, and the associated subscriptions or billing profiles associated with the new payment method. Select **Replace and delete**, then select **Close**. ## Troubleshoot payment methods | Issue | Troubleshooting steps | |:-----------------------------------------|:----------------------| -|**My credit or debit card was declined.** |If you pay by credit or debit card, and your card is declined, you receive an email that says Microsoft was unable to process the payment. Double-check that the card details—card number, expiration date, name on the card, and address, including city, state, and ZIP code—appear exactly as they do on the card and your statement. You can update your card information and resubmit the payment. For more information, see [What if I have an outstanding balance?](pay-for-your-subscription.md#what-if-i-have-an-outstanding-balance)

If you continue to see the “declined” message, contact your bank. It’s possible that your card isn’t active, or you might have insufficient funds. | +|**My credit or debit card was declined.** |If you pay by credit or debit card, and your card is declined, you receive an email that says Microsoft was unable to process the payment. Double-check that the card details—card number, expiration date, name on the card, and address, including city, state, and ZIP code—appear exactly as they do on the card and your statement. You can update your card information and resubmit the payment.

Also confirm you have sufficient funds in your account to support the payment.

For more information, see [What if I have an outstanding balance?](pay-for-your-subscription.md#what-if-i-have-an-outstanding-balance)

If you continue to see the "declined" message, contact your bank. It's possible that your card isn't active, or you might have insufficient funds. | |**I want to update a credit or debit card number.** |You can't change the card on an existing payment method. If you want to replace a credit or debit card number, [replace it with a different payment method](#replace-a-payment-method), which moves all active subscriptions from the payment method to the new one. | |**I only have one credit or debit card on my account and I want to remove it.** |If you only have one payment method, follow the steps in [Delete a payment method](#delete-a-payment-method). | |**I can't add my credit or debit card.** |You must use a payment method issued from the same country/region as your tenant. If you have trouble entering your credit or debit card information, you can [contact support](../../admin/get-help-support.md). | - ## Related content [Payment options for your Microsoft business subscription](pay-for-your-subscription.md) (article) \ diff --git a/microsoft-365/commerce/billing-and-payments/tax-information.md b/microsoft-365/commerce/billing-and-payments/tax-information.md index 94f4e42d90b..255c79f853a 100644 --- a/microsoft-365/commerce/billing-and-payments/tax-information.md +++ b/microsoft-365/commerce/billing-and-payments/tax-information.md @@ -26,7 +26,7 @@ ms.custom: - GAUpdates - campaignIDs-batch2 description: "Learn about tax information for Microsoft 365 billing and payments, including how to update your address and tax status." -ms.date: 07/02/2024 +ms.date: 03/30/2025 --- # Tax information for Microsoft 365 for business products and services diff --git a/microsoft-365/commerce/billing-and-payments/understand-your-invoice.md b/microsoft-365/commerce/billing-and-payments/understand-your-invoice.md index 9ace4c54c48..28f53485b80 100644 --- a/microsoft-365/commerce/billing-and-payments/understand-your-invoice.md +++ b/microsoft-365/commerce/billing-and-payments/understand-your-invoice.md @@ -26,7 +26,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to interpret the charges on your invoice for your Microsoft business subscription with an MCA billing account." -ms.date: 02/22/2024 +ms.date: 04/01/2025 --- # Understand your invoice for your Microsoft MCA billing account diff --git a/microsoft-365/commerce/billing-and-payments/understand-your-invoice2.md b/microsoft-365/commerce/billing-and-payments/understand-your-invoice2.md index bd8c098021b..890cd4262e9 100644 --- a/microsoft-365/commerce/billing-and-payments/understand-your-invoice2.md +++ b/microsoft-365/commerce/billing-and-payments/understand-your-invoice2.md @@ -29,7 +29,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to interpret the charges on your invoice for your Microsoft business subscription with an MOSA billing account." -ms.date: 02/21/2024 +ms.date: 03/13/2025 --- # Understand your invoice for your Microsoft MOSA billing account diff --git a/microsoft-365/commerce/billing-and-payments/view-your-bill-or-invoice.md b/microsoft-365/commerce/billing-and-payments/view-your-bill-or-invoice.md index 8e088034379..8f28fa9f41d 100644 --- a/microsoft-365/commerce/billing-and-payments/view-your-bill-or-invoice.md +++ b/microsoft-365/commerce/billing-and-payments/view-your-bill-or-invoice.md @@ -31,60 +31,65 @@ ms.custom: - GAUpdates search.appverid: MET150, GEA150 description: "Learn how to find your invoice or billing statement for a Microsoft business subscription in the Microsoft 365 admin center." -ms.date: 08/12/2024 +ms.date: 04/08/2025 --- # View your invoice in the Microsoft 365 admin center -Check out all of our small business content on [Small business help & learning](https://go.microsoft.com/fwlink/?linkid=2224585). +> [!NOTE] +> This article only applies to Microsoft business subscriptions. If you have an app, game, or nonbusiness subscription, see [View your Microsoft Store order history](https://support.microsoft.com/account-billing/view-your-microsoft-store-order-history-aafefe88-3ec2-ce28-e0b6-eff1d5cc8170). -Check out [Microsoft 365 small business help](https://go.microsoft.com/fwlink/?linkid=2197659) on YouTube. +You can view your invoice for your Microsoft business subscription in the Microsoft 365 admin center. If you need help with interpreting the charges that you see on your invoice, [find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts). Then, for a detailed walkthrough of the billing statement, see either [Understand your invoice for your Microsoft MCA billing account](understand-your-invoice.md) or [Understand your invoice for your Microsoft MOSA billing account](understand-your-invoice2.md). -You can view your invoice for your Microsoft business subscription in the Microsoft 365 admin center. If you need help with interpreting the charges that you see on your invoice, [find out what type of billing account you have](../manage-billing-accounts.md#view-my-billing-accounts), then see either [Understand your invoice for your Microsoft MCA billing account](understand-your-invoice.md) or [Understand your invoice for your Microsoft MOSA billing account](understand-your-invoice2.md) for a detailed walkthrough of the billing statement. +**Have a problem with your bill?** [Contact support for business products](../../admin/get-help-support.md). > [!IMPORTANT] -> Microsoft 365 services doesn’t provide payment receipts. For credit or debit card payments, use the invoice and your credit or debit card billing statement to match your payment. +> Microsoft 365 services don't provide payment receipts. For credit or debit card payments, use the invoice and your credit or debit card billing statement to match your payment. -**Have a problem with your bill?** [Contact support for business products](../../admin/get-help-support.md). +Check out all of our small business content on [Small business help & learning](https://go.microsoft.com/fwlink/?linkid=2224585), and our [Microsoft 365 small business help](https://go.microsoft.com/fwlink/?linkid=2197659) on YouTube. ## Before you begin -You must be at least a Billing Administrator to do the steps described in this article. For more information, see [About admin roles in the Microsoft 365 admin center](../../admin/add-users/about-admin-roles.md). +- You must be at least a Billing Administrator to do the steps described in this article. For more information, see [About admin roles in the Microsoft 365 admin center](../../admin/add-users/about-admin-roles.md). +- You must be able to sign in to the Microsoft 365 admin center. If you have trouble signing in, see [Microsoft 365 Administration troubleshooting](/microsoft-365/troubleshoot/o365-admin-welcome). ## Watch: View, download, or print your bill Check out this video and others on our [YouTube channel](https://go.microsoft.com/fwlink/?linkid=2198016). -> [!VIDEO a03436f9-660b-4cb3-906d-bdcd86ee21d9] +> [!VIDEO https://learn-video.azurefd.net/vod/player?id=a03436f9-660b-4cb3-906d-bdcd86ee21d9] ## View your bill or invoice -1. Go to the Microsoft 365 admin center. - - If you're using the **Simplified view**, select **Billing**, then select **View invoices**. +1. Go to the Microsoft 365 admin center. + + - If you're using the **Simplified view**, select **Products**, then select **View invoices**. - If you're using the **Dashboard view**, go to the **Billing** > Bills & payments page. + 2. If you have more than one billing account, select **Change billing account** to view invoices associated with each billing account. -3. Select an invoice from the list to view the details online. If you don’t see any invoices, change the date range or select a different Billing account from the Billing account view selector. The invoice details provide useful information including: +3. Select an invoice from the list to view the details online. If you don't see any invoices, change the date range or select a different billing account from the **Billing account view** selector. The invoice details page provides information that includes the following items: - - Date—date of the charge - - Service period—dates the charges apply to. This is the same as the **Purchase charge dates** on the invoice pdf. - - Transaction type—gives information about the type of charge. For details, see [Transaction type details](#transaction-type-details). + - The amount due and the date the invoice was paid. + - Invoice details like the invoice date, billing period, billing profile, and billing account. + - A billing summary that includes a list of all charges, credits, taxes, and total amount. + - A list of transactions made for the selected billing account. -4. To download the .PDF version of your invoice, select **Download PDF**. +4. To download the .PDF version of your invoice, select **Download**, then select **Download invoice**. ### Transaction type details |Transaction type | Description | | -------- | -------- | -|Purchase | This is for new purchases. Your first invoice for a new purchase will have this transaction type | -|Monthly payment |Recurring cycle charges| -|Renew |Your subscription has renewed to a new term| -|Re-enable |If your subscription was disabled and re-enabled.| -|Add quantity |Licenses added to an existing subscription| -|Remove quantity |Licenses removed from an existing subscription| -|Usage charges |If you have a consumption based subscription like Azure, charges will show as "usage charges"| +|Purchase | This transaction is for new purchases. Your first invoice for a new purchase has this transaction type.| +|Monthly payment |Recurring cycle charges.| +|Renew |Your subscription was renewed to a new term.| +|Re-enable |Indicates your subscription was disabled and re-enabled.| +|Add quantity |Licenses added to an existing subscription.| +|Remove quantity |Licenses removed from an existing subscription.| +|Usage charges |If you have a consumption based subscription like Azure, charges are displayed as "usage charges."| |Cancel |If you cancel and are eligible for a prorated refund.| -|Convert |When you convert from one subscription to another| -|Credit |If a credit has been applied to your account.| +|Convert |When you convert from one subscription to another.| +|Credit |Indicates a credit was applied to your account.| > [!NOTE] > The online version of your invoice looks different from the .PDF version that you download. @@ -110,6 +115,14 @@ You can submit your Fapiao request to our [Fapiao management system](https://go. You can download your tax receipt in certain jurisdictions from the **Billing** > **Billing and payments** page. If a tax receipt is available for an invoice, you see a **Download tax receipt** option on the context menu next to the invoice ID. +## Related tasks + +- Need to contact support? See [Get support for Microsoft 365 for business](../../admin/get-help-support.md) +- Need to pay your invoice? See [Payment options for Microsoft business subscriptions](pay-for-your-subscription.md) +- Need to change who your invoice is sent to? See [Manage billing notifications and invoice attachment settings in the Microsoft 365 admin center](manage-billing-notifications.md). +- Need to add or update a credit card? See [Manage payment methods for Microsoft business accounts](manage-payment-methods.md). +- Need to cancel your subscription? See [Cancel your subscription in the Microsoft 365 admin center](../subscriptions/cancel-your-subscription.md). + ## Related content [Understand your invoice for your Microsoft MCA billing account](understand-your-invoice.md) (article)\ diff --git a/microsoft-365/commerce/buy-or-edit-an-add-on.md b/microsoft-365/commerce/buy-or-edit-an-add-on.md index 08767aeabc4..21599ae7a18 100644 --- a/microsoft-365/commerce/buy-or-edit-an-add-on.md +++ b/microsoft-365/commerce/buy-or-edit-an-add-on.md @@ -26,14 +26,14 @@ ms.custom: - GAUpdates - campaignIDs-batch2 description: "Learn how to buy and manage add-ons for your Microsoft 365 for business subscription." -ms.date: 09/30/2024 +ms.date: 04/06/2025 --- # Buy and manage add-ons in the Microsoft 365 admin center Many Microsoft business plans have add-ons that you can buy for your subscriptions. Add-ons provide more features to enhance your subscription's capabilities. You buy and manage add-ons in the Microsoft 365 admin center. -This article only applies to customers with a Microsoft Online Subscription Agreement (MOSA) billing account type. If you have a Microsoft Customer Agreement (MCA) billing account type, you can buy add-ons the same as any other product on the **Products and services** page. To learn how to do this, see [Buy a different subscription](try-or-buy-microsoft-365.md#buy-a-different-subscription). [Find out what type of billing account you have.](manage-billing-accounts.md#view-my-billing-accounts). +This article only applies to customers with a Microsoft Online Subscription Agreement (MOSA) billing account type. If you have a Microsoft Customer Agreement (MCA) billing account type, you can buy add-ons the same as any other product on the **Products and services** page. To learn how to do this, see [Buy a different subscription](try-or-buy-microsoft-365.md#buy-a-different-subscription). [Find out what type of billing account you have](manage-billing-accounts.md#view-my-billing-accounts). ## Before you begin @@ -54,8 +54,8 @@ There are two types of add-ons: When you look for an add-on to buy, the list only includes add-ons that are available to you. This list is based on your active subscriptions, and any other add-ons that you already have. If an add-on isn't on the list, it's not available to buy. 1. Go to the Microsoft 365 admin center. - - If you’re using the **Simplified view**, select **Billing**. - - If you’re using the **Dashboard view**, go to the **Billing** > Your products page. + - If you're using the **Simplified view**, select **Billing**. + - If you're using the **Dashboard view**, go to the **Billing** > Your products page. 2. Select a subscription that you want to buy an add-on for. 3. On the subscription details page, in the **Add-ons** section, select **Find more add-ons in Purchase services**. 4. Find the add-on that you want to buy, then select **Details**. @@ -71,9 +71,10 @@ You manage a standalone add-on subscription the same way that you manage any oth To manage a traditional add-on, you go to the subscription that contains it and make your changes there. Use the following steps to manage a traditional add-on. 1. Go to the Microsoft 365 admin center. - - If you’re using the **Simplified view**, select **Billing**. - - If you’re using the **Dashboard view**, go to the **Billing** > Your products page. -2. Select the subscription that contains the add-on that you want to update. + - If you're using the **Simplified view**, select **Billing**. + - If you're using the **Dashboard view**, go to the **Billing** > Your products page. +1. Select the subscription that contains the add-on that you want to update. + 3. On the subscription details page, the **Add-ons** section lists the add-ons that you bought. Select **Manage add-ons**. 4. In the **Manage add-ons** pane, from the **Add-on** drop-down list, select the add-on that you want to change. 5. Make the changes that you want for the add-on, then select **Save**. diff --git a/microsoft-365/commerce/close-your-account.md b/microsoft-365/commerce/close-your-account.md index 2cafb732cd5..386813db43f 100644 --- a/microsoft-365/commerce/close-your-account.md +++ b/microsoft-365/commerce/close-your-account.md @@ -27,7 +27,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to close your business account with Microsoft. All information related to your account is deleted including licenses, users, and user data." -ms.date: 07/22/2024 +ms.date: 03/27/2025 --- # Close your Microsoft business account diff --git a/microsoft-365/commerce/enter-your-product-key.md b/microsoft-365/commerce/enter-your-product-key.md index 7846ef1ceb3..78b34b75348 100644 --- a/microsoft-365/commerce/enter-your-product-key.md +++ b/microsoft-365/commerce/enter-your-product-key.md @@ -29,14 +29,14 @@ ms.custom: - admindeeplinkMAC - GAUpdates description: "Learn how to redeem a product key to activate or extend your Microsoft business subscription." -ms.date: 09/05/2024 +ms.date: 03/26/2025 --- # Enter your product key for a Microsoft business product or service Check out all of our small business content on [Small business help & learning](https://go.microsoft.com/fwlink/p/?linkid=2224585). -A *product key* is a 25-character alphanumeric code that represents a prepaid license for a Microsoft business product or service. If you bought a Microsoft business product or service from a partner or a retail store, you use the product key to activate your new subscription. If you buy a prepaid license for a product that you already own, you can [use the product key to extend the expiration date](#extend-the-expiration-date-for-an-existing-subscription) of your subscription. You can also [use a product key to add more licenses to your subscription](licenses/buy-licenses.md#add-licenses-to-a-prepaid-subscription-by-using-a-product-key). +A *product key* is a 25-character alphanumeric code that represents a prepaid license for a Microsoft business product or service. If you bought a Microsoft business product or service from a partner or a retail store, you use the product key to activate your new subscription. If you buy a prepaid license for a product that you already own, you can [use the product key to extend the expiration date](#extend-the-expiration-date-for-an-existing-subscription) of your subscription. You can also [use a product key to add more licenses to your subscription](licenses/buy-licenses.md#add-licenses-to-a-prepaid-subscription-by-using-a-product-key). To reduce licenses on your subscription, you must wait for your current active subscription to expire. Then you can create a new subscription with the desired number of licenses. **Need something else?** @@ -45,7 +45,7 @@ A *product key* is a 25-character alphanumeric code that represents a prepaid li ## Before you begin -If you’re an existing customer, you must be at least a Billing Administrator to do the tasks in this article. For more information, see [About admin roles](../admin/add-users/about-admin-roles.md). +If you're an existing customer, you must be at least a Billing Administrator to do the tasks in this article. For more information, see [About admin roles](../admin/add-users/about-admin-roles.md). ## Activate a new subscription @@ -70,8 +70,8 @@ To extend the expiration date for your prepaid subscription, you must use a new, 1. Go to the Microsoft 365 admin center. - - If you’re using the **Simplified view**, select **Billing**. - - If you’re using the **Dashboard view**, go to the **Billing** > Your products page. + - If you're using the **Simplified view**, select **Billing**. + - If you're using the **Dashboard view**, go to the **Billing** > Your products page. 2. Select the subscription that you want to extend. @@ -98,4 +98,4 @@ Or, [call Microsoft Support](../admin/get-help-support.md). [Upgrade or change to a different Microsoft 365 for business plan](subscriptions/upgrade-to-different-plan.md) (article)\ [What happens to my data and access when my Microsoft 365 for business subscription ends?](./subscriptions/what-if-my-subscription-expires.md) (article)\ -[Understand subscriptions and licenses in Microsoft 365 for business](./licenses/subscriptions-and-licenses.md) (article) +[Understand subscriptions and licenses in Microsoft 365 for business](licenses/subscriptions-and-licenses.md) (article) diff --git a/microsoft-365/commerce/index.yml b/microsoft-365/commerce/index.yml index 18ea194e632..c58ba7a1e5a 100644 --- a/microsoft-365/commerce/index.yml +++ b/microsoft-365/commerce/index.yml @@ -22,7 +22,7 @@ metadata: audience: Admin ms.localizationpriority: medium search.appverid: MET150 - ms.date: 10/27/2023 + ms.date: 03/13/2025 # linkListType: architecture | concept | deploy | download | get-started | how-to-guide | learn | overview | quickstart | reference | sample | tutorial | video | whats-new @@ -76,6 +76,8 @@ landingContent: links: - text: Buy new licenses url: https://www.youtube.com/watch?v=1E3-ozWz0A4 + - text: Remove existing licenses + url: https://www.youtube.com/watch?v=Edtf_uy5fZs # Card - title: Manage subscriptions @@ -98,3 +100,5 @@ landingContent: links: - text: Sign up for Microsoft 365 for business url: https://www.youtube.com/watch?v=BRN-zfy0ncI + - text: Move users to a different subscription + url: https://www.youtube.com/watch?v=IgXxC1H1XU0 diff --git a/microsoft-365/commerce/licenses/buy-licenses.md b/microsoft-365/commerce/licenses/buy-licenses.md index ce1baf93e30..65f3d9a903a 100644 --- a/microsoft-365/commerce/licenses/buy-licenses.md +++ b/microsoft-365/commerce/licenses/buy-licenses.md @@ -28,7 +28,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to buy more licenses or reduce the number of licenses for your business subscription in the Microsoft 365 admin center." -ms.date: 02/22/2024 +ms.date: 03/25/2025 --- # Buy or remove licenses for a Microsoft business subscription diff --git a/microsoft-365/commerce/licenses/contracts-faq.yml b/microsoft-365/commerce/licenses/contracts-faq.yml index ce9044f09fb..7b49003f759 100644 --- a/microsoft-365/commerce/licenses/contracts-faq.yml +++ b/microsoft-365/commerce/licenses/contracts-faq.yml @@ -4,7 +4,7 @@ metadata: author: cmcatee-MSFT ms.author: cmcatee manager: scotv - ms.reviewer: racheg, ronarg + ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: faq ms.service: microsoft-365-business diff --git a/microsoft-365/commerce/licenses/download-vl-products.md b/microsoft-365/commerce/licenses/download-vl-products.md index d674d337cd1..c1da151edb0 100644 --- a/microsoft-365/commerce/licenses/download-vl-products.md +++ b/microsoft-365/commerce/licenses/download-vl-products.md @@ -3,7 +3,7 @@ title: "Download volume licensing products" author: cmcatee-MSFT ms.author: cmcatee manager: scotv -ms.reviewer: racheg, ronarg +ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: concept-article ms.service: microsoft-365-business @@ -17,7 +17,7 @@ ms.custom: search.appverid: MET150 ms.localizationpriority: medium description: "Learn about volume licensing downloads in the Microsoft 365 admin center." -ms.date: 11/07/2024 +ms.date: 03/28/2025 --- # Download volume licensing products diff --git a/microsoft-365/commerce/licenses/e3-extra-features-licenses.md b/microsoft-365/commerce/licenses/e3-extra-features-licenses.md index 5fa28829015..fcd6618b605 100644 --- a/microsoft-365/commerce/licenses/e3-extra-features-licenses.md +++ b/microsoft-365/commerce/licenses/e3-extra-features-licenses.md @@ -5,7 +5,7 @@ f1.keywords: author: cmcatee-MSFT ms.author: cmcatee manager: scotv -ms.reviewer: paprud, marketing +ms.reviewer: sinakassaw, nicholak audience: Admin ms.topic: concept-article ms.service: microsoft-365-business @@ -17,10 +17,10 @@ ms.collection: - Adm_o365 ms.custom: - commerce_licensing -- empty +- original owners paprud, marketing search.appverid: MET150 description: "Learn about Microsoft 365 E3 and E5 Extra Features and how to assign licenses for it to your users." -ms.date: 11/04/2024 +ms.date: 04/07/2025 --- # Understand the Microsoft 365 E3 and E5 Extra Features license diff --git a/microsoft-365/commerce/licenses/manage-auto-claim-policies.md b/microsoft-365/commerce/licenses/manage-auto-claim-policies.md index 301a13fad19..5e9caeb2494 100644 --- a/microsoft-365/commerce/licenses/manage-auto-claim-policies.md +++ b/microsoft-365/commerce/licenses/manage-auto-claim-policies.md @@ -24,7 +24,7 @@ ms.custom: - campaignIDs-batch2 description: "Learn how to create and manage auto-claim policies that automatically assign licenses to users for certain apps." search.appverid: MET150 -ms.date: 02/12/2024 +ms.date: 03/25/2025 --- # Manage auto-claim policies in the Microsoft 365 admin center @@ -36,7 +36,7 @@ As an admin, you typically assign licenses to users either manually, or by using ## Before you begin -You must be a Global Administrator to create and manage auto-claim policies. For more information, see [About Microsoft 365 admin roles](../../admin/add-users/about-admin-roles.md). +You must be a Global Administrator to manage Auto-claim policies at the organization level. User, License and Global admins can create and manage auto-claim policies in the **Auto-claim policy** tab under **Licenses**. For more information, see [About Microsoft 365 admin roles](../../admin/add-users/about-admin-roles.md). [!INCLUDE [ga-roles-limitation](../../includes/ga-roles-limitation.md)] diff --git a/microsoft-365/commerce/licenses/manage-license-requests.md b/microsoft-365/commerce/licenses/manage-license-requests.md index 42f23f67dae..996158c2870 100644 --- a/microsoft-365/commerce/licenses/manage-license-requests.md +++ b/microsoft-365/commerce/licenses/manage-license-requests.md @@ -25,7 +25,7 @@ ms.custom: - campaignIDs-batch2 search.appverid: MET150 description: "Learn how to review and approve or deny license requests for products and services from users in the Microsoft 365 admin center." -ms.date: 05/13/2024 +ms.date: 04/07/2025 --- # Manage self-service license requests in the Microsoft 365 admin center @@ -76,15 +76,15 @@ When you return to the **Requests** list, you see the message **You're using you 1. In the admin center, select the **Navigation menu**, then select **Billing** > Licenses. 2. On the **Licenses** page, select the **Requests** tab. 3. Select the row that contains the request you want to review. The details pane shows details about which users want licenses to the product. -4. You can assign licenses to each user through the default **Assign license to each of the approved people** option. - - To approve the entire request, select **Submit**. - - To approve some users and reject others, select the **X** next to the names of the users you want to remove. The names of the rejected users are moved to the **Reject for the following people** section. - - To deny the entire request, select the **X** next to the name under the **Approve for the following people** section. Users whose requests were denied appear under the **Reject for the following people** section. +4. You can assign licenses to each user through the default **Approve the selected license requests** option. + - To approve all users, select all checkboxes and then select the **Approve** button. + - To approve some users but not others, select the checkboxes next to the names of the users you want to approve. Only those users are approved, and all unselected users are rejected. Next, select the **Approve x - Reject y** button that shows the number of approved and rejected requests. + - To deny all users, clear all the checkboxes and select the **Reject** button. 5. If you have more than one product, under **Select a product**, select the one that you want to use to assign licenses for. - To deny users access to certain apps and services, expand **Turn apps and services on or off**, then clear the check boxes for the ones that you want to exclude. -6. To assign licenses based on group membership, select **Assign license by adding the approved individuals to the following security group**. +6. To assign licenses based on group membership, select **Assign license by adding people to the following security group**. - A grayed-out option typically signifies that the security groups are either unlicensed or not yet configured. - - For more information about how to assign licenses to a security group, see [Assign licenses to users by group membership using the Microsoft 365 admin center](/entra/identity/users/licensing-admin-center) + - For more information about how to assign licenses to a security group, see [Assign or unassign licenses to a group using the Microsoft 365 admin center](../../admin/manage/manage-group-licenses.md) - When multiple security groups are available, select the one to which you want to assign licenses. 7. In the text box at the bottom of the pane, type a message (optional). The user receives an email containing either the default message or your customized message. 8. When you're finished, select **Submit**. The details pane shows the details of the request. @@ -92,21 +92,21 @@ When you return to the **Requests** list, you see the message **You're using you ## Share a license request by email -If you don’t have the authority within your organization to make decisions about who can receive a license for a particular product or service, you can share a license request via email with someone in your organization who does. You can only share one request at a time. The person who receives the license request email doesn’t need access to the Microsoft 365 admin center to review the request. They simply respond to the email and indicate whether the person should be given the license they requested, and then you [approve or deny the request](#approve-or-deny-a-license-request). +If you don't have the authority within your organization to make decisions about who can receive a license for a particular product or service, you can share a license request via email with someone in your organization who does. You can only share one request at a time. The person who receives the license request email doesn't need access to the Microsoft 365 admin center to review the request. They simply respond to the email and indicate whether the person should be given the license they requested, and then you [approve or deny the request](#approve-or-deny-a-license-request). 1. In the admin center, select the **Navigation menu**, then select **Billing** > **Licenses**. -2. On the **Licenses** page, select the Auto-claim policy tab. +1. On the **Licenses** page, select the **Requests** tab. 3. Select the **Share request** tab, then select a request to share. 4. In the request pane, select **Share request**. 5. In the **Share license request details** pane, type an email address, then select the recipient name. > [!NOTE] - > You can select more than one recipient, but if the email that you entered doesn’t resolve into a user name, you can’t share the request. -6. To personalize the email, select the **Include a personalized message** check box. Type a **Subject** and **Message** in the corresponding fields. -7. When you’re finished, select **Share request**. + > You can select more than one recipient, but if the email that you entered doesn't resolve into a user name, you can't share the request. +1. To personalize the email, select the **Include a personalized message** check box. Type a **Subject** and **Message** in the corresponding fields. +7. When you're finished, select **Share request**. ## Related content [Assign licenses to users](../../admin/manage/assign-licenses-to-users.md) (article)\ [Move users to a different subscription](../subscriptions/move-users-different-subscription.md) (article)\ [Buy or remove subscription licenses](buy-licenses.md) (article)\ -[Self-service purchase FAQ](../subscriptions/self-service-purchase-faq.yml) (article) +[Self-service purchase FAQ](../subscriptions/self-service-purchase-faq.yml) (article) \ No newline at end of file diff --git a/microsoft-365/commerce/licenses/manage-license-reservations-vl.md b/microsoft-365/commerce/licenses/manage-license-reservations-vl.md index f2185bf5c11..5a606382bef 100644 --- a/microsoft-365/commerce/licenses/manage-license-reservations-vl.md +++ b/microsoft-365/commerce/licenses/manage-license-reservations-vl.md @@ -4,7 +4,7 @@ f1.keywords: NOCSH ms.author: cmcatee author: cmcatee-MSFT manager: scotv -ms.reviewer: roryh, racheg +ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -18,7 +18,7 @@ ms.custom: search.appverid: MET150 ms.localizationpriority: medium description: "Learn how to manage License Reservations in the Microsoft 365 admin center." -ms.date: 02/05/2025 +ms.date: 03/28/2025 --- # Manage License Reservations for volume licensing diff --git a/microsoft-365/commerce/licenses/manage-licenses-for-devices.md b/microsoft-365/commerce/licenses/manage-licenses-for-devices.md index 8a51799abe7..089cb4156ec 100644 --- a/microsoft-365/commerce/licenses/manage-licenses-for-devices.md +++ b/microsoft-365/commerce/licenses/manage-licenses-for-devices.md @@ -25,7 +25,7 @@ ms.custom: - campaignIDs-batch2 search.appverid: MET150 description: "Learn how to assign Microsoft 365 Apps licenses to groups for use with devices." -ms.date: 12/19/2023 +ms.date: 03/11/2025 --- # Manage Microsoft 365 Apps licenses for devices diff --git a/microsoft-365/commerce/licenses/manage-user-roles-vl.md b/microsoft-365/commerce/licenses/manage-user-roles-vl.md index 0621dcf8712..8deecc1b9c9 100644 --- a/microsoft-365/commerce/licenses/manage-user-roles-vl.md +++ b/microsoft-365/commerce/licenses/manage-user-roles-vl.md @@ -4,7 +4,7 @@ f1.keywords: NOCSH ms.author: cmcatee author: cmcatee-MSFT manager: scotv -ms.reviewer: roryh, racheg +ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -18,7 +18,7 @@ ms.custom: search.appverid: MET150 ms.localizationpriority: medium description: "Learn how to manage volume licensing user roles in the Microsoft 365 admin center." -ms.date: 02/21/2025 +ms.date: 03/28/2025 --- # Manage volume licensing user roles diff --git a/microsoft-365/commerce/licenses/online-service-activation-faq.yml b/microsoft-365/commerce/licenses/online-service-activation-faq.yml index 4ebbb9c953b..04b24ee9a01 100644 --- a/microsoft-365/commerce/licenses/online-service-activation-faq.yml +++ b/microsoft-365/commerce/licenses/online-service-activation-faq.yml @@ -4,7 +4,7 @@ metadata: author: cmcatee-MSFT ms.author: cmcatee manager: scotv - ms.reviewer: racheg, ronarg + ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: faq ms.service: microsoft-365-business diff --git a/microsoft-365/commerce/licenses/product-keys-for-vl.md b/microsoft-365/commerce/licenses/product-keys-for-vl.md index 0ddf3f60b29..e13cecd3713 100644 --- a/microsoft-365/commerce/licenses/product-keys-for-vl.md +++ b/microsoft-365/commerce/licenses/product-keys-for-vl.md @@ -4,7 +4,7 @@ f1.keywords: NOCSH ms.author: cmcatee author: cmcatee-MSFT manager: scotv -ms.reviewer: roryh, racheg +ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -18,7 +18,7 @@ ms.custom: search.appverid: MET150 ms.localizationpriority: medium description: "Learn how to find and use product keys for volume licensing products in the Microsoft 365 admin center." -ms.date: 12/13/2024 +ms.date: 03/28/2025 --- # Find and use product keys for volume licensing diff --git a/microsoft-365/commerce/licenses/sign-vl-agreement.md b/microsoft-365/commerce/licenses/sign-vl-agreement.md new file mode 100644 index 00000000000..ad6c1967c27 --- /dev/null +++ b/microsoft-365/commerce/licenses/sign-vl-agreement.md @@ -0,0 +1,238 @@ +--- +title: "Sign your volume licensing agreement" +f1.keywords: NOCSH +author: cmcatee-MSFT +ms.author: cmcatee +manager: scotv +ms.reviewer: aasthatiwari, atuldubey +audience: Admin +ms.topic: how-to +ms.service: microsoft-365-business +ms.subservice: m365-commerce-volume-licensing +ms.collection: +- Tier1 +- scotvorg +ms.custom: +- commerce_vl +- AdminTemplateSet +search.appverid: MET150 +ms.localizationpriority: medium +description: "Learn how to sign your volume licensing agreement." +ms.date: 04/03/2025 +--- + +# Sign your volume licensing agreement + +When you sign a volume licensing (VL) agreement with Microsoft, there are three signature options available: Adobe Sign Electronic (Simple), Adobe Sign Digital, Adobe Sign Physical Signature, and Adobe Sign Digital. + +> [!NOTE] +> The person who signs the contract doesn't have to be the same person who administers the VL agreement in the Microsoft 365 admin center volume licensing section. + +## Before you begin + +You must have the authority to sign a VL agreement on behalf of your organization. + +Signing an agreement doesn't automatically result in access to the agreement in the Microsoft 365 admin center, unless you're assigned a VL role. + +## Ensure you can receive the Agreement Signature email + +As part of the VL agreement signature process, you receive one or more emails from Microsoft-noreply\@microsoft.com. + +To ensure that you receive the email to your inbox, you might have to adjust your email settings or contact your IT administrator to ensure the email address and email domain are recognized as safe senders for your organization. + +- Check your Spam and Junk folders for email from Microsoft-noreply\@microsoft.com +- In your email settings, under **Safe Senders Settings**, add "Microsoft-noreply\@microsoft" + +For more information, see [Add recipients to the Safe Senders List in Outlook - Microsoft Support](https://support.microsoft.com/office/add-recipients-to-the-safe-senders-list-in-outlook-be1baea0-beab-4a30-b968-9004332336ce). + +## Microsoft's volume licensing signature policy + +Microsoft VL contracts are signed using Adobe Sign, Microsoft's preferred Electronic Signature Solution. This signature policy applies to the following VL agreement types: + +- Enterprise +- Enterprise Subscription +- Server and Cloud Enrollment (SCE) +- Select Plus +- Select +- Open Value +- Open Value Subscription +- Open Value Subscription Education Solution (OVS-ES) +- Open Value for Academic +- Academic +- Campus +- Service Provider Licensing Agreement (SPLA) + +To avoid unnecessary delays, we recommend that you consider your organization's signature requirements before the preparation of your agreement package. + +## Understand Volume License Agreement Contract signature methods + +This section describes the types of signature methods available to sign your VL agreement. + +### Adobe Sign Electronic (Simple) + +Adobe Sign Electronic (Simple) is the default signing method for both customer signature and for Microsoft counter-signature of VL agreement contracts. + +### Adobe Sign Physical Signature + +Adobe Sign lets you use a physical signature. If you choose this option, you still receive an electronic Adobe Sign envelope when your partner submits the VL agreement for your signature. + +Within the Adobe Sign portal, you can download your agreement document, print and physically sign it, and then upload it for Microsoft's countersignature all via Adobe Sign. + +By default, Microsoft's counter-signature is a simple electronic signature via Adobe Sign. If this counter-signature is insufficient, notify Microsoft or your Microsoft partner (Software Advisor / Reseller / Distributor) via email before the agreement package is prepared that you require a physical (wet) Microsoft countersignature. + +### Adobe Sign Digital Qualified Signature + +The Adobe Sign Digital Qualified Signature option contains increased signer identity authentication and signature encryption, and is typically required in highly regulated industries/regions. + +If you opt for the digital/qualified method, be aware of the following requirements: + +- You must inform Microsoft or your Software Advisor or Reseller before they create the VL agreement package for your signature. +- You must know who your Digital ID Trusted Services Provider is. +- Microsoft's countersignature on the agreement isn't a digital/qualified signature. +- Microsoft doesn't currently have the ability to sign via the digital / qualified method. + +## Decide how to sign your volume licensing agreement contract + +Before you sign your VL agreement, identify which signature method you want to use. + +If the default Adobe Sign Electronic (Simple) option isn't acceptable, you must inform Microsoft and/or your Microsoft partner (Reseller / Software Advisor / Distributor) before they prepare your agreement contract for signature. + +If an agreement sent for your signature has the wrong signature method, decline it via Adobe Sign and contact your Microsoft partner (Software Advisor or Reseller / Distributor) who created the agreement package. + +### Use Adobe Sign Electronic (Simple) method to sign a volume licensing agreement contract + +1. The assigned signature contact receives an email from microsoft-noreply\@microsoft.com. +2. In the body of the email, select the **Review and sign** button. + + > [!IMPORTANT] + > To ensure correctness, you must review the documents in their entirety. Any changes required after this point might require a re-signature. + +3. In the Adobe Sign portal, follow the prompts and sign on the signature placeholder. You can choose from the following signature options: + + - **Type:** Type your name. The font is converted to the Adobe Sign standard font for electronic signatures. + - **Draw:** Use your mouse, stylus, or finger to draw your signature. You must also type your name. The typewritten name appears under the drawn signature and is used as the recipient's name in the Adobe Sign portal. + - **Image:** Select an image, like a scanned signature, to appear as your signature. You must also type your name. The typewritten name is used as the recipient's name in the Adobe Sign portal. + - **Mobile:** Enter your mobile number. Adobe Sign texts a link to your mobile device. After you select the link, you can draw or capture your signature directly from your device. + + For every signature type, a date stamp is added next to **Signature Date**. + + > [!IMPORTANT] + > Customers in China who use an Adobe electronic signature where the designated signatory email address provided is a public or noncompany domain email address, must complete a *Microsoft End User Email Authorization Letter*, affixed with official company stamp/chop, included by their partner in the VL agreement package. + +4. To submit the agreement to Microsoft for processing, select the **Click to Sign** button. You see an on-screen confirmation of signing completion. + +### Use Adobe Sign Digital/Qualified method to sign a volume licensing agreement contract + +1. The assigned signature contact receives an email from microsoft-noreply\@microsoft.com. +2. In the body of the email, select the **Review and sign** button. + + > [!IMPORTANT] + > You must review the documents in their entirety to ensure correctness. Any changes made after this point might require a re-signature. + +3. In the Adobe Sign portal, follow the prompts and sign on the signature placeholder. +4. In the signature field, you see a badge icon that indicates it's a digital/qualified signature. + + > [!IMPORTANT] + > If you don't expect to see the digital/qualified signature badge, select the **Options** menu, then select **Decline to sign** and immediately inform your Microsoft partner. The partner can withdraw the package and resend the documents via the simple electronic format. + +5. Select the signature field. In the **Choose how to apply the digital signature** dialog, select **Cloud Signature**, then select **Next**. +6. Select the appropriate Digital ID Trusted Services Provider based on your company's requirements. +7. Follow the instructions on the screen to log into the Digital ID provider's site and complete the digital signature. +8. When the process is finished, you receive an on-screen confirmation that the signature is complete. + +### Use Adobe Sign Physical Signature to sign a volume licensing agreement contract + +1. The assigned signature contact receives an email from microsoft-noreply\@microsoft.com. +2. In the body of the email, select the **Review and sign** button. +3. In the Adobe Sign portal, select the **Options** menu, then select **Print, sign and upload**. +4. Before you download the form, you can add information like Job Title electronically. +5. Select **Continue** to proceed to the download process. +6. Read the Consumer Disclosure, then select **Next**. +7. To download the agreement, select **Download**. +8. When the download is finished, find the document in your **Downloads** folder. +9. After you review the agreement, print the agreement. +10. Sign the agreement with a pen, then scan it and save it to your computer. + + > [!IMPORTANT] + > Customers in China who use the **Print, sign, and upload** option in Adobe Sign, must affix an official company stamp/chop on physical documents in place of a physical signature. Hand-written signatures are no longer accepted. + +11. To return to the Adobe Sign portal, open the Adobe Sign email that you received, and select the **Upload to submit** button. +12. Locate and select the scanned agreement, then double-click the file to upload it. + + > [!IMPORTANT] + > The document package downloaded from, and uploaded to, the Adobe Sign portal must match. If the documents don't match, Adobe Sign displays an error that indicates you must upload the correct document. If an error occurs, you must correct the issue and reupload the document. + +13. When the document is uploaded successfully, you receive an on-screen confirmation. + +### Use another e-signature tool + +Microsoft strongly encourages the use of Adobe Sign to provide electronic signatures because it provides a seamless VL agreement signature process for customers, partners, and Microsoft. If necessary, it's possible to sign your agreement by using another third-party electronic signature tool, like DocuSign. + +1. You must submit the agreement package for signature by using the Adobe Sign Electronic (Simple) option. +2. In the body of the email you received from microsoft-noreply\@microsoft.com, select the **Review and sign** button. +3. On the Adobe Sign portal, select the **Options** menu, then select **Print, sign and upload**. +4. Download your agreement documents, sign them using the alternative signature tool, then save them to your computer. +5. To return to the Adobe Sign portal, select the **Upload to submit** button in the Adobe Sign email. +6. To continue processing, upload the signed document back into Adobe Sign. + +## Server error when uploading a document with another e-signature tool + +Customers who sign with an e-signature tool other than Adobe, such as DocuSign, might get the following error message: + +> "Unprocessed Error. We encountered an error while processing your request. We apologize for the inconvenience. Please reload the page and try again. If you continue to encounter this error, please contact our support team." + +You can resolve the Unprocessed Error without contacting support by completing the following steps to flatten a PDF in Windows with Adobe Acrobat Pro. + +1. Open the signed version DocuSign PDF in Adobe Acrobat Pro. +2. Select **File** > **Print**, select **Adobe PDF** as the printer, then select **OK**. +3. When you're prompted to save the new file, use a different file name. +4. Don't touch anything while the document is printing, as doing so can cause errors. +5. Upload the new file instead of the original PDF in Adobe Sign. + +When this process is finished, Adobe Sign retains the DocuSign signature while previewing and after all parties sign the final document. + +## View volume licesnging agreements submitted for your signature + +An assigned signature contact who signed the VL agreement can sign in to the Adobe Sign portal to view a previously signed agreement up to 13 months after the signature takes place. + +To sign in to the Adobe Sign portal, retrieve the original email from microsoft-noreply\@microsoft.com and select the **Click to sign** button again. + +- An on-screen notification indicates that the document was already signed. +- To view your agreements and their status (in progress, waiting for you, completed, canceled, expired, and draft), select **Manage**. +- Filter by completed status and find the agreement you want to view. +- Hover over the agreement title to **Open**, **Download**, or **Add Notes**. + +> [!TIP] +> Only the signatory contact can view the signed documents. Therefore, customers might want to download signed documents and store them in an accessible place. + +## Use an existing Adobe Acrobat account + +If you already use Adobe Sign to sign other documents, you can use your existing Adobe account to sign in and view your Microsoft VL agreements, or to sign a new agreement. + +To find your agreements, use the following steps: + +1. Go to [AdobeID](https://signup.microsoft.com/Signup?offerid=8339cc50-d965-4ad5-bb94-749021a5ebf9&origin=azurequote&ali=1&Country=US&ru=https://admin.microsoft.com). +2. Sign in with your email address, then select **Continue**. +3. Select the **Manage** tab. +4. Select **Your agreements**, then select **Completed**. +5. Select **Download PDF**. +6. Download and print the agreement. + +## Next steps + +After you electronically sign a VL agreement, you must wait for it to become active. Next, your reseller must submit an order to Microsoft for licenses under that agreement. After these two steps are finished, those licenses are available to view or manage in the volume licensing section of the Microsoft 365 admin center. + +> [!NOTE] +> Resellers typically place orders soon after a VL agreement becomes active, but this isn't always the case. + +After the agreement is activated, the people named on the agreement receive a welcome email from Microsoft inviting them to register the agreement in the Microsoft 365 admin center to access and manage the agreements. For more information, see [Sign in to the Microsoft 365 admin center (volume licensing)](vl-sign-in.md). + +Remember, the person named on the agreement by the reseller to manage licenses in the admin center might, or might not be the same person who signed the agreement. + +## Contact support + +For support with volume licensing e-signature process customers can work with their Microsoft partner or seller, or by [Contacting Volume Licensing Support](/licensing/contact-us). + +## Related content + +[Sign in to the Microsoft 365 admin center (volume licensing)](vl-sign-in.md) (article) diff --git a/microsoft-365/commerce/licenses/vl-sign-in.md b/microsoft-365/commerce/licenses/vl-sign-in.md index 077ca487c62..9f4263596c4 100644 --- a/microsoft-365/commerce/licenses/vl-sign-in.md +++ b/microsoft-365/commerce/licenses/vl-sign-in.md @@ -4,7 +4,7 @@ f1.keywords: NOCSH ms.author: cmcatee author: cmcatee-MSFT manager: scotv -ms.reviewer: roryh, racheg +ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: how-to ms.service: microsoft-365-business @@ -18,7 +18,7 @@ ms.custom: search.appverid: MET150 ms.localizationpriority: medium description: "Learn how to sign in to the Microsoft 365 admin center for volume licensing products." -ms.date: 01/10/2025 +ms.date: 03/28/2025 --- # Sign in to the Microsoft 365 admin center (volume licensing) diff --git a/microsoft-365/commerce/licenses/volume-licensing-invoices.md b/microsoft-365/commerce/licenses/volume-licensing-invoices.md index ac0f397fd5d..95a760c92c3 100644 --- a/microsoft-365/commerce/licenses/volume-licensing-invoices.md +++ b/microsoft-365/commerce/licenses/volume-licensing-invoices.md @@ -5,7 +5,7 @@ f1.keywords: author: cmcatee-MSFT ms.author: cmcatee manager: scotv -ms.reviewer: sahilkhurana, ronarg +ms.reviewer: aasthatiwari, atuldubey audience: Admin ms.topic: article ms.service: microsoft-365-business @@ -21,7 +21,7 @@ ms.custom: search.appverid: MET150 ROBOTS: NOINDEX, NOFOLLOW description: "Learn how to access your non-Azure volume licensing invoices in the Microsoft 365 admin center." -ms.date: 02/21/2024 +ms.date: 03/28/2025 --- # Microsoft volume licensing invoices diff --git a/microsoft-365/commerce/manage-billing-accounts.md b/microsoft-365/commerce/manage-billing-accounts.md index d71e2fe37e0..a48aed9a28b 100644 --- a/microsoft-365/commerce/manage-billing-accounts.md +++ b/microsoft-365/commerce/manage-billing-accounts.md @@ -86,7 +86,7 @@ The following table lists the terms shown on the billing account details page. |Tax ID |This field only applies if you’re in a country or region that requires you to provide a VAT or local equivalent. For more information, see [Tax information](billing-and-payments/tax-information.md). | |Registration number (Optional) |A legal registration number that you provide to us so we can review the details of your account. For more information, see [About registration numbers and under-review notifications](about-registration-numbers.md). To add a registration number, select **Edit**. | |Type|The type of billing account.| -|Agreements|Links to the agreements signed by your organization with Microsoft| +|Agreements|Links to the agreements signed by your organization with Microsoft. Not all agreements are available to view online.| > [!NOTE] > If you need to change the **Sold-to** name, you must [contact support](../admin/get-help-support.md) to change it. Requests to change the **Sold-to** name require a credit check. Complete [this form](https://www.microsoft.com/download/details.aspx?id=102732), and be ready to share one of the following documents with Microsoft when you contact support: diff --git a/microsoft-365/commerce/product-key-errors-and-solutions.md b/microsoft-365/commerce/product-key-errors-and-solutions.md index f01589ec038..5652b145f3c 100644 --- a/microsoft-365/commerce/product-key-errors-and-solutions.md +++ b/microsoft-365/commerce/product-key-errors-and-solutions.md @@ -24,7 +24,7 @@ ms.custom: search.appverid: MET150 ROBOTS: NOINDEX description: "Learn how to resolve the issues that you face when you enter your product key for Microsoft 365 for business." -ms.date: 09/05/2024 +ms.date: 03/26/2025 --- # Problems with your Microsoft 365 for business product key? diff --git a/microsoft-365/commerce/subscriptions/cancel-your-subscription.md b/microsoft-365/commerce/subscriptions/cancel-your-subscription.md index ed1afbf5839..f2a76dd7bc9 100644 --- a/microsoft-365/commerce/subscriptions/cancel-your-subscription.md +++ b/microsoft-365/commerce/subscriptions/cancel-your-subscription.md @@ -28,7 +28,7 @@ ms.custom: - campaignIDs-batch2 search.appverid: MET150 description: "Learn how to cancel your trial or paid subscriptions in the Microsoft 365 admin center." -ms.date: 09/10/2024 +ms.date: 03/27/2025 --- # Cancel your subscription in the Microsoft 365 admin center diff --git a/microsoft-365/commerce/subscriptions/manage-pay-as-you-go-services.md b/microsoft-365/commerce/subscriptions/manage-pay-as-you-go-services.md index dfad58ccbf2..b52722ef0d7 100644 --- a/microsoft-365/commerce/subscriptions/manage-pay-as-you-go-services.md +++ b/microsoft-365/commerce/subscriptions/manage-pay-as-you-go-services.md @@ -25,7 +25,7 @@ ms.custom: search.appverid: MET150 ROBOTS: noindex, nofollow description: "Learn how to buy a subscription with a calling plan and enable overage for Microsoft Teams calls." -ms.date: 09/10/2024 +ms.date: 03/27/2025 --- # Enable pay-as-you-go for your subscription diff --git a/microsoft-365/commerce/subscriptions/reactivate-your-subscription.md b/microsoft-365/commerce/subscriptions/reactivate-your-subscription.md index b9ded6dbf82..e84816d4112 100644 --- a/microsoft-365/commerce/subscriptions/reactivate-your-subscription.md +++ b/microsoft-365/commerce/subscriptions/reactivate-your-subscription.md @@ -27,7 +27,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to reactivate a subscription in the Microsoft 365 admin center." -ms.date: 07/22/2024 +ms.date: 03/27/2025 --- # Reactivate your subscription in the Microsoft 365 admin center diff --git a/microsoft-365/commerce/subscriptions/renew-your-subscription.md b/microsoft-365/commerce/subscriptions/renew-your-subscription.md index b7c71898800..6e41d817e52 100644 --- a/microsoft-365/commerce/subscriptions/renew-your-subscription.md +++ b/microsoft-365/commerce/subscriptions/renew-your-subscription.md @@ -28,7 +28,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: MET150 description: "Learn how to manage your subscription renewal for a Microsoft business subscription by turning recurring billing off or on." -ms.date: 07/22/2024 +ms.date: 03/27/2025 --- # Manage recurring billing in the Microsoft 365 admin center diff --git a/microsoft-365/commerce/subscriptions/resolve-detached-subscriptions.md b/microsoft-365/commerce/subscriptions/resolve-detached-subscriptions.md index 495e12c1eaf..940e2f220e9 100644 --- a/microsoft-365/commerce/subscriptions/resolve-detached-subscriptions.md +++ b/microsoft-365/commerce/subscriptions/resolve-detached-subscriptions.md @@ -38,7 +38,7 @@ If you choose to find a new partner, you can explore available partners through ## Buy a subscription directly from Microsoft -When you buy a subscription from Microsoft, we provide direct billing and support. To learn more, see [Learn how to buy a new subscription](../try-or-buy-microsoft-365.md#buy-a-different-subscription) and [Explore Microsoft 365 for business support plans](https://www.microsoft.com/microsoft-365/business/microsoft-365-for-business-support-options?msockid=15af1489bfd667952f27000abefb66ef). +When you buy a subscription from Microsoft, we provide direct billing and support. To learn more, see [Learn how to buy a new subscription](../try-or-buy-microsoft-365.md) and [Explore Microsoft 365 for business support plans](https://www.microsoft.com/microsoft-365/business/microsoft-365-for-business-support-options?msockid=15af1489bfd667952f27000abefb66ef). > [!IMPORTANT] > If you elect to move and buy your subscription directly with Microsoft, to avoid service disruptions, you must buy a subscription for the same product or service that you currently have with a CSP partner and assign the licenses to the same users. diff --git a/microsoft-365/commerce/subscriptions/self-service-purchase-faq.yml b/microsoft-365/commerce/subscriptions/self-service-purchase-faq.yml index ecc1fbf76a0..e98676f1c5c 100644 --- a/microsoft-365/commerce/subscriptions/self-service-purchase-faq.yml +++ b/microsoft-365/commerce/subscriptions/self-service-purchase-faq.yml @@ -6,7 +6,7 @@ metadata: author: cmcatee-MSFT ms.author: cmcatee manager: scotv - ms.reviewer: sijoshi, socheng + ms.reviewer: sinakassaw, nicholak audience: Admin ms.topic: faq ms.service: microsoft-365-business diff --git a/microsoft-365/commerce/toc.yml b/microsoft-365/commerce/toc.yml index b196fe35f95..312e1e9c74d 100644 --- a/microsoft-365/commerce/toc.yml +++ b/microsoft-365/commerce/toc.yml @@ -54,6 +54,8 @@ items: items: - name: Sign in to the Microsoft 365 admin center href: licenses/vl-sign-in.md + - name: Sign your volume licensing agreement + href: licenses/sign-vl-agreement.md - name: Contracts FAQs href: licenses/contracts-faq.yml - name: Manage volume licensing user roles diff --git a/microsoft-365/commerce/try-or-buy-microsoft-365.md b/microsoft-365/commerce/try-or-buy-microsoft-365.md index 1e644c0aa3c..4e7e2e93f02 100644 --- a/microsoft-365/commerce/try-or-buy-microsoft-365.md +++ b/microsoft-365/commerce/try-or-buy-microsoft-365.md @@ -30,7 +30,7 @@ ms.custom: - campaignIDs-batch1 search.appverid: GEA150 description: "Learn how to sign up for a free 30-day trial or buy a subscription for Microsoft 365 for business products and services." -ms.date: 09/05/2024 +ms.date: 03/26/2025 --- # Try or buy a Microsoft 365 for business subscription diff --git a/microsoft-365/commerce/understand-proposal-workflow.md b/microsoft-365/commerce/understand-proposal-workflow.md index ba200727e49..f2d012a8eab 100644 --- a/microsoft-365/commerce/understand-proposal-workflow.md +++ b/microsoft-365/commerce/understand-proposal-workflow.md @@ -5,11 +5,11 @@ f1.keywords: author: cmcatee-MSFT ms.author: cmcatee manager: scotv -ms.reviewer: drjones, jobailey +ms.reviewer: titung, jihobert audience: Admin ms.topic: how-to ms.service: microsoft-365-business -ms.subservice: m365-commerce-marketplace +ms.subservice: m365-commerce-volume-licensing ms.localizationpriority: medium ms.collection: - Tier1 @@ -25,7 +25,7 @@ ms.custom: search.appverid: MET150 description: "Learn about the proposal workflow used when you buy Microsoft business products and services. Discover how to review and approve proposals." ROBOTS: NOINDEX -ms.date: 09/19/2024 +ms.date: 03/26/2025 --- # Understand the Microsoft proposal workflow diff --git a/microsoft-365/commerce/use-a-promo-code.md b/microsoft-365/commerce/use-a-promo-code.md index 9feefcb8b38..e6352d3ba61 100644 --- a/microsoft-365/commerce/use-a-promo-code.md +++ b/microsoft-365/commerce/use-a-promo-code.md @@ -22,7 +22,7 @@ ms.custom: - okr_SMB search.appverid: MET150 description: "Learn how to apply a promotional code to a new Microsoft 365 for business subscription to reduce the price, and how to troubleshoot promo code errors." -ms.date: 09/05/2024 +ms.date: 03/26/2025 --- # Use a promo code to reduce the price of a new Microsoft 365 for business subscription diff --git a/microsoft-365/commerce/use-cost-mgmt.md b/microsoft-365/commerce/use-cost-mgmt.md index 1cc71df310c..5d94362caec 100644 --- a/microsoft-365/commerce/use-cost-mgmt.md +++ b/microsoft-365/commerce/use-cost-mgmt.md @@ -3,7 +3,7 @@ title: "Use Cost management in the Microsoft 365 admin center" author: cmcatee-MSFT ms.author: cmcatee manager: scotv -ms.reviewer: jkinma, ramagane +ms.reviewer: shrshett, vikdesai audience: Admin ms.topic: article ms.service: microsoft-365-business diff --git a/microsoft-365/docfx.json b/microsoft-365/docfx.json index aad193c4b9a..35b6186e638 100644 --- a/microsoft-365/docfx.json +++ b/microsoft-365/docfx.json @@ -182,10 +182,12 @@ "sensitive-language-wl": { "exclude": [ "frontline/shifts-connector-ukg-prerequisites.md" + ] }, "sensitive-language-bl": { "exclude": [ + ] } } diff --git a/microsoft-365/enterprise/TOC.yml b/microsoft-365/enterprise/TOC.yml index f335f2287ad..c1321a15af6 100644 --- a/microsoft-365/enterprise/TOC.yml +++ b/microsoft-365/enterprise/TOC.yml @@ -101,8 +101,6 @@ items: href: office-365-network-mac-perf-score.md - name: Microsoft 365 Network Insights href: office-365-network-mac-perf-insights.md - - name: Microsoft 365 Network Provider Information - href: office-365-network-mac-perf-nppux.md - name: Microsoft 365 Network Provider Assessments href: office-365-network-mac-perf-nppdata.md - name: Microsoft 365 Network Provider Details @@ -595,8 +593,8 @@ items: href: contoso-networking.md - name: Identity href: contoso-identity.md - - name: Windows 10 Enterprise - href: contoso-win10.md + - name: Windows 11 Enterprise + href: contoso-win11.md - name: Microsoft 365 Apps for enterprise href: contoso-o365pp.md - name: Mobile device management diff --git a/microsoft-365/enterprise/assessing-network-connectivity.md b/microsoft-365/enterprise/assessing-network-connectivity.md index a8a434bdcf7..72d3482a020 100644 --- a/microsoft-365/enterprise/assessing-network-connectivity.md +++ b/microsoft-365/enterprise/assessing-network-connectivity.md @@ -26,55 +26,51 @@ ms.assetid: 64b420ef-0218-48f6-8a34-74bb27633b10 description: "Microsoft 365 is designed to enable customers all over the world to connect to the service using an internet connection. As the service evolves, the security, performance, and reliability of Microsoft 365 are improved based on customers using the internet to establish a connection to the service." --- -# Assessing Microsoft 365 network connectivity +# Assessing Enterprise network last mile -*This article applies to Microsoft 365 Enterprise.* +*This article applies to Enterprise customers connecting to Microsoft 365 services.* + +![Diagram showing enterprise network last mile](media/assessing-network-connectivity/enterprisenetworklastmile3.jpg) Microsoft 365 is designed to enable customers all over the world to connect to the service using an internet connection. As the service evolves, the security, performance, and reliability of Microsoft 365 are improved based on customers using the internet to establish a connection to the service. - + Customers planning to use Microsoft 365 should assess their existing and forecasted internet connectivity needs as a part of the deployment project. For enterprise class deployments reliable and appropriately sized internet connectivity is a critical part of consuming Microsoft 365 features and scenarios. Network evaluations can be performed by many different people and organizations depending on your size and preferences. The network scope of the assessment can also vary depending on where you're at in your deployment process. To help you get a better understanding of what it takes to perform a network assessment, we've produced a network assessment guide to help you understand the options available to you. This assessment determines what steps and resources need to be added to the deployment project to enable you to successfully adopt Microsoft 365. A comprehensive network assessment provides possible solutions to networking design challenges along with implementation details. Some network assessments show that optimal network connectivity to Microsoft 365 can be accommodated with minor configuration or design changes to the existing network and internet egress infrastructure. -Some assessments indicate network connectivity to Microsoft 365 will require additional investments in networking components. For example, enterprise networks that span branch offices and multiple geographic regions might require investments in SD-WAN solutions or optimized routing infrastructure to support internet connectivity to Microsoft 365. Occasionally an assessment indicates network connectivity to Microsoft 365 is influenced by regulation or performance requirements for scenarios such as [Skype for Business Online media quality](https://support.office.com/article/Media-Quality-and-Network-Connectivity-Performance-in-Skype-for-Business-Online-5fe3e01b-34cf-44e0-b897-b0b2a83f0917). These additional requirements might lead to investments in internet connectivity infrastructure, routing optimization, and specialized direct connectivity. +Some assessments indicate network connectivity to Microsoft 365 will require additional investments in networking components. For example, enterprise networks that span branch offices and multiple geographic regions might require investments in SD-WAN solutions or optimized routing infrastructure to support internet connectivity to Microsoft 365. Occasionally an assessment indicates network connectivity to Microsoft 365 is influenced by regulation or performance requirements for scenarios such as [Microsoft Teams media quality](/microsoftteams/prepare-network). These additional requirements might lead to investments in internet connectivity infrastructure, routing optimization, and specialized direct connectivity. Some resources to help you assess your network: - See [Microsoft 365 network connectivity overview](microsoft-365-networking-overview.md) for conceptual information about Microsoft 365 networking. - See [Microsoft 365 Network Connectivity Principles](./microsoft-365-network-connectivity-principles.md) to understand the connectivity principles for securely managing Microsoft 365 traffic and getting the best possible performance. +- See [Network Connectivity in Microsoft 365 admin center](office-365-network-mac-perf-overview.md) for network health assessment, this is based on the optics received from your tenant users connecting to Microsoft 365 services. It includes assessment of the network path connecting your users to Microsoft 365, network providers used for the network path and insights detected for your locations. See our recent announcements for network connectivity in Microsoft 365 admin center in [this ](https://techcommunity.microsoft.com/discussions/deploymentnetworking/optimizing-customer-network-connectivity-for-microsoft-365-copilot/4374772)blog post. +- See the [Microsoft 365 connectivity test](assessing-network-connectivity.md#the-microsoft-365-connectivity-test) section to run basic connectivity tests that provide specific guidance about networking connectivity improvements that can be made between a given user location and Microsoft 365. Use this option if you do not have Microsoft 365 apps installed and if you would like to test by using a web browser from a specific location. - Sign up for [Microsoft FastTrack](https://www.microsoft.com/fasttrack) for guided assistance with Microsoft 365 planning, design, and deployment. -- See the [Microsoft 365 connectivity test](assessing-network-connectivity.md#the-microsoft-365-connectivity-test) section to run basic connectivity tests that provide specific guidance about networking connectivity improvements that can be made between a given user location and Microsoft 365. - > [!NOTE] > Microsoft authorization is required to use ExpressRoute for Microsoft 365. Microsoft reviews every customer request and only authorizes ExpressRoute for Microsoft 365 usage when a customer's regulatory requirement mandates direct connectivity. If you have such requirements, please provide the text excerpt and web link to the regulation which you interpret to mean that direct connectivity is required in the [ExpressRoute for Microsoft 365 Request Form](https://aka.ms/O365ERReview) to begin a Microsoft review. Unauthorized subscriptions trying to create route filters for Microsoft 365 will receive an [error message](https://support.microsoft.com/kb/3181709). Key points to consider when planning your network assessment for Microsoft 365: - Microsoft 365 is a secure, reliable, high performance service that runs over the public internet. We continue to invest to enhance these aspects of the service. All Microsoft 365 services are available via internet connectivity. - - We're continually optimizing core aspects of Microsoft 365 such as availability, global reach, and performance for internet based connectivity. For example, many Microsoft 365 services leverage an expanding set of internet facing edge nodes. This edge network offers the best proximity and performance to connections coming over the internet. - -- When considering using Microsoft 365 for any of the included services such as Teams or Skype for Business Online voice, video, or meeting capabilities, customers should complete an end to end network assessment and meet connectivity requirements using [Microsoft FastTrack](https://www.microsoft.com/fasttrack). +- When considering using Microsoft 365 for any of the included services such as Teams voice, video, or meeting capabilities, customers should complete an end to end network assessment and meet connectivity requirements using [Microsoft FastTrack](https://www.microsoft.com/en-us/fasttrack). +- Customers can also use the [Teams Network Assessment Tool](https://www.microsoft.com/en-us/download/details.aspx?id=103017&lc=1033&msockid=2dc7410f01b361853273545c009060bb) to assess network performance and connectivity specifically for Teams calls. If you're evaluating Microsoft 365 and aren't sure where to begin with your network assessment or have found network design challenges that you need assistance to overcome, work with your Microsoft account team. ## The Microsoft 365 connectivity test - -The [Microsoft 365 connectivity test](https://aka.ms/netonboard) is a proof of concept (POC) network assessment tool that runs basic connectivity tests against your Microsoft 365 tenant and makes specific network design recommendations for optimal Microsoft 365 performance. The tool highlights common large enterprise network perimeter design choices that are useful for Internet web browsing but impact the performance of large SaaS applications such as Microsoft 365. - +The [Microsoft 365 connectivity test](https://aka.ms/netonboard) is a network assessment tool that runs basic connectivity tests against your Microsoft 365 tenant and makes specific network design recommendations for optimal Microsoft 365 performance. The tool highlights common large enterprise network perimeter design choices that are useful for Internet web browsing but impact the performance of large SaaS applications such as Microsoft 365. The Network Onboarding tool does the following: - - Detects your location, or you can specify a location to test - Checks the location of your network egress - Tests the network path to the nearest Microsoft 365 service front door -- Provides advanced tests using a downloadable Windows 10 application that makes perimeter network design recommendations related to proxy servers, firewalls, and DNS. The tool also runs performance tests for Skype for Business Online, Microsoft Teams, SharePoint and Exchange Online. - -The tool has two components: a browser-based UI that collects basic connectivity information, and a downloadable Windows 10 application that runs advanced tests and returns additional assessment data. +- Provides advanced tests using a downloadable Windows 10 application that makes perimeter network design recommendations related to proxy servers, firewalls, and DNS. The tool also runs performance tests for Microsoft 365 Copilot, Microsoft Teams, SharePoint and Exchange Online. +The tool has two components: a browser-based UI that collects basic connectivity information, and a downloadable Windows application (exe) that runs advanced tests and returns additional assessment data. The browser-based tool displays the following information: - - Results and impact tab - The location on a map of the in-use service front door - The location on a map of other service front doors that would provide optimal connectivity @@ -88,7 +84,6 @@ The browser-based tool displays the following information: - Customers in your metro area with better performance The Advanced Tests downloadable application provides the following additional information: - - Details and solutions tab (appended) - User's default gateway - Client DNS Server @@ -104,22 +99,15 @@ The Advanced Tests downloadable application provides the following additional in - Connectivity tests to multiple feature-specific endpoints - Network path diagnostics that include tracert and latency data for the Exchange Online, SharePoint Online and Teams services -You can read about the Microsoft 365 connectivity test and provide feedback at the [Updated Microsoft 365 connectivity test POC with new network design recommendations](https://techcommunity.microsoft.com/t5/Office-365-Networking/Updated-Office-365-Network-Onboarding-Tool-POC-with-new-network/m-p/711130#M130) blog post. Information about future updates to this tool and other Microsoft 365 networking updates will be posted to the [Microsoft 365 Networking](https://techcommunity.microsoft.com/t5/Office-365-Networking/bd-p/Office365Networking) blog. - -Here's a short link you can use to come back: [https://aka.ms/o365networkconnectivity.](./microsoft-365-network-connectivity-principles.md) - -## Related articles +You can read about the Microsoft 365 connectivity test and provide feedback at this [Microsoft 365 Networking](https://techcommunity.microsoft.com/discussions/deploymentnetworking/announcing-microsoft-365-network-connectivity-test-for-microsoft-365-copilot-pub/4355778) blog post. +Information about future updates to this tool and other Microsoft 365 networking updates will be posted to the [Microsoft 365 Networking](https://techcommunity.microsoft.com/t5/Office-365-Networking/bd-p/Office365Networking) blog. +Here's a short link you can use to come back: [https://aka.ms/pnc](https://aka.ms/pnc) +## Related articles [Microsoft 365 Network Connectivity Overview](microsoft-365-networking-overview.md) - [Microsoft 365 Network Connectivity Principles](./microsoft-365-network-connectivity-principles.md) - [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md) - [Microsoft 365 URLs and IP address ranges](urls-and-ip-address-ranges.md) - [Microsoft 365 IP Address and URL Web service](microsoft-365-ip-web-service.md) - [Microsoft 365 network and performance tuning](network-planning-and-performance.md) - [Microsoft 365 Enterprise overview](microsoft-365-overview.md) diff --git a/microsoft-365/enterprise/assign-licenses-to-user-accounts.md b/microsoft-365/enterprise/assign-licenses-to-user-accounts.md index ab41b20b018..2905d0d827f 100644 --- a/microsoft-365/enterprise/assign-licenses-to-user-accounts.md +++ b/microsoft-365/enterprise/assign-licenses-to-user-accounts.md @@ -3,7 +3,7 @@ title: "Assign Microsoft 365 licenses to user accounts" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/15/2024 +ms.date: 03/12/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise @@ -55,9 +55,8 @@ You can configure security groups in Microsoft Entra ID to automatically assign Make sure you have enough licenses for all the group members. If you run out of licenses, new users won't be assigned licenses until licenses become available. ->[!Note] ->You should not configure group-based licensing for groups that contain Azure business to business (B2B) accounts. -> +> [!NOTE] +> You should not configure group-based licensing for groups that contain Azure business to business (B2B) accounts. For more information, see [group-based licensing in Microsoft Entra ID](/azure/active-directory/fundamentals/active-directory-licensing-whatis-azure-portal). diff --git a/microsoft-365/enterprise/content-delivery-networks.md b/microsoft-365/enterprise/content-delivery-networks.md index 26c04b46be0..1141e55b332 100644 --- a/microsoft-365/enterprise/content-delivery-networks.md +++ b/microsoft-365/enterprise/content-delivery-networks.md @@ -59,7 +59,7 @@ The built-in Microsoft 365 Content Delivery Network (CDN) allows Microsoft 365 a The Microsoft 365 CDN is composed of multiple CDNs that allow you to host static assets in multiple locations, or _origins_, and serve them from global high-speed networks. -![Microsoft 365 CDN conceptual diagram.](../media/O365-CDN/o365-cdn-flow-transparent.svg "Microsoft 365 CDN conceptual diagram") +![Microsoft 365 CDN conceptual diagram.](../media/O365-CDN/o365-cdn-flow-transparent.png "Microsoft 365 CDN conceptual diagram") Content in **public** origins within the Microsoft 365 CDN is accessible anonymously, and can be accessed by anyone who has URLs to hosted assets. Because access to content in public origins is anonymous, you should only use them to cache non-sensitive generic content such as JavaScript files, scripts, icons and images. The Microsoft 365 CDN is used by default for downloading generic resource assets like the Microsoft 365 client applications from a public origin. diff --git a/microsoft-365/enterprise/contoso-case-study.md b/microsoft-365/enterprise/contoso-case-study.md index 259bdb29cfb..e8ee5bbab26 100644 --- a/microsoft-365/enterprise/contoso-case-study.md +++ b/microsoft-365/enterprise/contoso-case-study.md @@ -47,7 +47,7 @@ See these articles for the details: The Contoso identity-in-the-cloud solution leverages the company's on-premises Active Directory Domain Services (AD DS) forest. It includes federated authentication with their existing trusted, third-party identity providers. -- [Windows 11 Enterprise](contoso-win10.md) +- [Windows 11 Enterprise](contoso-win11.md) The Contoso infrastructure for Windows 11 Enterprise deploys and automatically installs updates for devices that are running the company's primary PC and device operating system. diff --git a/microsoft-365/enterprise/contoso-identity.md b/microsoft-365/enterprise/contoso-identity.md index c02a11b6175..1830cbd6d14 100644 --- a/microsoft-365/enterprise/contoso-identity.md +++ b/microsoft-365/enterprise/contoso-identity.md @@ -76,7 +76,7 @@ Here's the resulting set of Contoso identity and device Conditional Access polic ## Next step -Learn how Contoso uses its Microsoft Endpoint Configuration Manager infrastructure to [deploy and keep current Windows 11 Enterprise](contoso-win10.md) across its organization. +Learn how Contoso uses its Microsoft Endpoint Configuration Manager infrastructure to [deploy and keep current Windows 11 Enterprise](contoso-win11.md) across its organization. ## See also diff --git a/microsoft-365/enterprise/contoso-win10.md b/microsoft-365/enterprise/contoso-win11.md similarity index 99% rename from microsoft-365/enterprise/contoso-win10.md rename to microsoft-365/enterprise/contoso-win11.md index e68994bc16c..32ce3808a48 100644 --- a/microsoft-365/enterprise/contoso-win10.md +++ b/microsoft-365/enterprise/contoso-win11.md @@ -70,7 +70,7 @@ To complete the in-place upgrade deployment of Windows 11 Enterprise, Contoso im Here is Contoso’s in-place upgrade and ongoing updates deployment architecture. -![Contoso’s Windows 11 Enterprise deployment infrastructure.](../media/contoso-win10/contoso-win10-fig1.png) +![Contoso’s Windows 11 Enterprise deployment infrastructure.](../media/contoso-win11/contoso-win11-fig1.png) This infrastructure consists of: diff --git a/microsoft-365/enterprise/create-sharepoint-sites-and-add-users-with-powershell.md b/microsoft-365/enterprise/create-sharepoint-sites-and-add-users-with-powershell.md index df7b7b7b9e5..aad409efe0e 100644 --- a/microsoft-365/enterprise/create-sharepoint-sites-and-add-users-with-powershell.md +++ b/microsoft-365/enterprise/create-sharepoint-sites-and-add-users-with-powershell.md @@ -3,7 +3,7 @@ title: "Create SharePoint sites and add users with PowerShell" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/12/2024 +ms.date: 03/12/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-enterprise @@ -49,7 +49,7 @@ The PowerShell cmdlet imports the .csv file and pipes it to a loop inside the cu 1. Open Notepad, and paste the following text block into it: - ```powershell + ``` Owner,StorageQuota,Url,ResourceQuota,Template,TimeZoneID,Name owner@tenant.onmicrosoft.com,100,https://tenant.sharepoint.com/sites/TeamSite01,25,EHS#1,10,Contoso Team Site owner@tenant.onmicrosoft.com,100,https://tenant.sharepoint.com/sites/Blog01,25,BLOG#0,10,Contoso Blog @@ -98,7 +98,7 @@ The following procedures continue using the example sites TeamSite01, Blog01, Pr 1. Open Notepad, and paste the following text block into it: - ```powershell + ``` Site,Group,PermissionLevels https://tenant.sharepoint.com/sites/Community01,Contoso Project Leads,Full Control https://tenant.sharepoint.com/sites/Community01,Contoso Auditors,View Only @@ -116,7 +116,7 @@ The following procedures continue using the example sites TeamSite01, Blog01, Pr 3. Open a new instance of Notepad, and paste the following text block into it: - ```powershell + ``` Group,LoginName,Site Contoso Project Leads,username@tenant.onmicrosoft.com,https://tenant.sharepoint.com/sites/Community01 Contoso Auditors,username@tenant.onmicrosoft.com,https://tenant.sharepoint.com/sites/Community01 diff --git a/microsoft-365/enterprise/desktop-deployment-center-home.md b/microsoft-365/enterprise/desktop-deployment-center-home.md index 4550b7186cf..45405ad8472 100644 --- a/microsoft-365/enterprise/desktop-deployment-center-home.md +++ b/microsoft-365/enterprise/desktop-deployment-center-home.md @@ -5,7 +5,7 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/09/2024 +ms.date: 03/12/2025 audience: ITPro ms.topic: install-set-up-deploy ms.service: microsoft-365-enterprise @@ -25,7 +25,7 @@ The body of content that comprised the Desktop Deployment Center has been deprec Use these resources to deploy modern desktops: -- [Windows 10 deployment](/windows/deployment/) +- [Windows 11 deployment](/windows/deployment/) - [Deploy Microsoft 365 Apps](/deployoffice/deployment-guide-microsoft-365-apps) - [Microsoft Intune](/mem/intune/fundamentals/planning-guide) - [Identity and device access policies](../security/office-365-security/zero-trust-identity-device-access-policies-overview.md) diff --git a/microsoft-365/enterprise/essentials-compliance.md b/microsoft-365/enterprise/essentials-compliance.md index f89f5dc1667..cdf12e2fdd3 100644 --- a/microsoft-365/enterprise/essentials-compliance.md +++ b/microsoft-365/enterprise/essentials-compliance.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 03/18/2024 +ms.date: 03/12/2025 audience: ITPro ms.topic: concept-article ms.service: microsoft-365-enterprise +ms.subservice: administration ms.localizationpriority: high ms.collection: - scotvorg diff --git a/microsoft-365/enterprise/essentials-privacy.md b/microsoft-365/enterprise/essentials-privacy.md index e1ef45dfb15..9db4e137195 100644 --- a/microsoft-365/enterprise/essentials-privacy.md +++ b/microsoft-365/enterprise/essentials-privacy.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 05/13/2024 +ms.date: 03/17/2025 audience: ITPro ms.topic: concept-article ms.service: microsoft-365-enterprise +ms.subservice: administration ms.localizationpriority: high ms.collection: - scotvorg diff --git a/microsoft-365/enterprise/essentials-security.md b/microsoft-365/enterprise/essentials-security.md index 6eebf26d9b5..c96a00b1785 100644 --- a/microsoft-365/enterprise/essentials-security.md +++ b/microsoft-365/enterprise/essentials-security.md @@ -5,10 +5,11 @@ f1.keywords: ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 05/13/2024 +ms.date: 03/17/2025 audience: ITPro ms.topic: concept-article ms.service: microsoft-365-enterprise +ms.subservice: administration ms.localizationpriority: high ms.collection: - scotvorg diff --git a/microsoft-365/enterprise/index.yml b/microsoft-365/enterprise/index.yml index b767f3c0bf8..4ee08ec50bc 100644 --- a/microsoft-365/enterprise/index.yml +++ b/microsoft-365/enterprise/index.yml @@ -18,7 +18,7 @@ metadata: - essentials-navigation author: kelleyvice-msft #Required; your GitHub user alias, with correct capitalization. ms.author: kvice #Required; microsoft alias of author; optional team alias. - ms.date: 02/08/2024 #Required; mm/dd/yyyy format. + ms.date: 04/01/2025 #Required; mm/dd/yyyy format. # highlightedContent section (optional) # Maximum of 8 items @@ -50,9 +50,12 @@ conceptualContent: - url: deploy-identity-solution-overview.md itemType: how-to-guide text: Identity infrastructure + - url: microsoft-365-networking-overview.md + itemType: concept + text: Network connectivity overview - url: /windows/deployment/ itemType: get-started - text: Windows 10 Enterprise + text: Windows 11 Enterprise - url: /deployoffice/plan-microsoft-365-apps itemType: deploy text: Microsoft 365 Apps for enterprise @@ -62,9 +65,12 @@ conceptualContent: # Card - title: Manage Microsoft 365 for enterprise links: + - url: managing-office-365-endpoints.md + itemType: how-to-guide + text: Managing Microsoft 365 endpoints - url: /windows/deployment/update/ itemType: how-to-guide - text: Windows 10 Enterprise + text: Windows 11 Enterprise - url: /deployoffice/overview-update-channels itemType: concept text: Microsoft 365 Apps for enterprise diff --git a/microsoft-365/enterprise/manage-passwords-with-microsoft-365-powershell.md b/microsoft-365/enterprise/manage-passwords-with-microsoft-365-powershell.md index 9fbec08fc94..78f7076750b 100644 --- a/microsoft-365/enterprise/manage-passwords-with-microsoft-365-powershell.md +++ b/microsoft-365/enterprise/manage-passwords-with-microsoft-365-powershell.md @@ -3,7 +3,7 @@ title: "Manage passwords with Microsoft Graph PowerShell" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/12/2025 +ms.date: 03/11/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-enterprise @@ -32,7 +32,7 @@ description: "Learn how to use Microsoft Graph PowerShell to manage passwords." You can use Microsoft Graph PowerShell as an alternative to the Microsoft 365 admin center to manage passwords in Microsoft 365. ->[!NOTE] +> [!NOTE] > The Azure Active Directory module is being replaced by the Microsoft Graph PowerShell SDK. You can use the Microsoft Graph PowerShell SDK to access all Microsoft Graph APIs. For more information, see [Get started with the Microsoft Graph PowerShell SDK](/powershell/microsoftgraph/get-started). First, use a **Microsoft Entra DC admin** or **Cloud Application Admin** account to [connect to your Microsoft 365 tenant](connect-to-microsoft-365-powershell.md). @@ -52,6 +52,37 @@ $secPassword = ConvertTo-SecureString $newPassword -AsPlainText -Force Update-MgUser -UserId $userUPN -PasswordProfile @{ ForceChangePasswordNextSignIn = $true; Password = $newPassword } ``` +## Bulk password updates + +You can update passwords in bulk using PowerShell. The script in this section uses the `Set-ADAccountPassword` and `Set-ADUser` cmdlets, which are part of the Active Directory PowerShell module. This module is installed by default on domain controllers but can also be installed on other computers that have the [Remote Server Administration Tools (RSAT)](/troubleshoot/windows-server/system-management-components/remote-server-administration-tools) installed. + +First, create a CSV file with the list of users whose password you want to reset. The CSV file should have two columns: **Username** and **Password**. In the **Username** column, enter the usernames of the users whose passwords you want to reset. In the **Password** column, enter the new password for each user. + +Here’s an example of what the CSV file would look like when constructed in Excel: + +``` +Username,Password, +user1,pass1, +user2,pass2 +``` + +Once you have entered the usernames and passwords in the appropriate columns, you can save the file as a CSV file. + +Next, open PowerShell and run the following commands: + +```powershell +Connect-AzureAD + +Import-Csv -Path C:\Path\To\YourFile.csv | ForEach-Object { + $username = $_.Username + $password = $_.Password | ConvertTo-SecureString -AsPlainText -Force + Set-ADAccountPassword -Identity $username -NewPassword $password -Reset + Set-ADUser -Identity $username -ChangePasswordAtLogon $false +} +``` + +This script will import the data from your CSV file, reset the password for each user in the list, and set the `ChangePasswordAtLogon` property to **$false** so that the users will not be prompted to create their own passwords when they log in. + ## See also [Manage Microsoft 365 user accounts, licenses, and groups with PowerShell](manage-user-accounts-and-licenses-with-microsoft-365-powershell.md) diff --git a/microsoft-365/enterprise/manage-skype-for-business-online-policies-with-microsoft-365-powershell.md b/microsoft-365/enterprise/manage-skype-for-business-online-policies-with-microsoft-365-powershell.md deleted file mode 100644 index 6a35dcda94e..00000000000 --- a/microsoft-365/enterprise/manage-skype-for-business-online-policies-with-microsoft-365-powershell.md +++ /dev/null @@ -1,131 +0,0 @@ ---- -title: "Manage Skype for Business Online policies with PowerShell" -ms.author: kvice -author: kelleyvice-msft -manager: scotv -ms.date: 08/02/2024 -audience: ITPro -ms.topic: how-to -ms.service: microsoft-365-enterprise -ms.subservice: administration -ms.localizationpriority: medium -ms.collection: -- scotvorg -- Ent_O365 -- must-keep -f1.keywords: -- NOCSH -ms.custom: -ms.assetid: ff93a341-6f0f-4f06-9690-726052e1be64 -description: "Summary: Use PowerShell to manage your Skype for Business Online user account properties with policies." ---- - -# Manage Skype for Business Online policies with PowerShell - -*This article applies to both Microsoft 365 Enterprise and Office 365 Enterprise.* - -To manage many properties of user accounts for Skype for Business Online, you must specify them as properties of policies with PowerShell for Microsoft 365. - -## Before you begin - -Use these instructions to get set up to run the commands (skip the steps you have already completed): - - > [!Note] - > Skype for Business Online Connector is currently part of the latest Teams PowerShell module. If you're using the latest Teams PowerShell public release, you don't need to install the Skype for Business Online Connector. - -1. Install the [Teams PowerShell module](/microsoftteams/teams-powershell-install). - -2. Open a Windows PowerShell command prompt and run the following commands: - - ```powershell - Import-Module MicrosoftTeams - $userCredential = Get-Credential - Connect-MicrosoftTeams -Credential $userCredential - ``` - - When prompted, enter your Skype for Business Online administrator account name and password. - -## Manage user account policies - -Many Skype for Business Online user account properties are configured by using policies. Policies are simply collections of settings that can be applied to one or more users. To take a look at how a policy has been configured, you can run this example command for the FederationAndPICDefault policy: - -```powershell -Get-CsExternalAccessPolicy -Identity "FederationAndPICDefault" -``` - -In turn, you should get back something similar to this: - -```powershell -Identity : Tag:FederationAndPICDefault -Description : -EnableFederationAccess : True -EnableXmppAccess : False -EnablePublicCloudAccess : True -EnablePublicCloudAudioVideoAccess : True -EnableOutsideAccess : True -``` - -In this example, the values within this policy determine what a use can or can't do when it comes to communicating with federated users. For example, the EnableOutsideAccess property must be set to True for a user to be able to communicate with people outside the organization. This property doesn't appear in the Microsoft 365 admin center. Instead, the property is automatically set to True or False based on the other selections that you make. The other two properties of interest are: - -- **EnableFederationAccess** indicates whether the user can communicate with people from federated domains. - -- **EnablePublicCloudAccess** indicates whether the user can communicate with Windows Live users. - -Therefore, you don't directly change federation-related properties on user accounts (for example, **Set-CsUser -EnableFederationAccess $True**). Instead, you assign an account an external access policy that has the desired property values preconfigured. If we want a user to be able to communicate with federated users and with Windows Live users, that user account must be assigned a policy that allows those types of communication. - -If you want to know whether or not someone can communicate with users from outside the organization, you have to: - -- Determine which external access policy is assigned to that user. - -- Determine which capabilities are or aren't allowed by that policy. - -For example, you can do that by using this command: - -```powershell -Get-CsOnlineUser -Identity "Alex Darrow" | ForEach {Get-CsExternalAccessPolicy -Identity $_.ExternalAccessPolicy} -``` - -This command finds the policy assigned to the user, then finds the capabilities enabled or disabled within that policy. - -To manage Skype for Business Online policies with PowerShell, see the cmdlets for: - -- [Client policy](/previous-versions//mt228132(v=technet.10)#client-policy-cmdlets) -- [Conferencing policy](/previous-versions//mt228132(v=technet.10)#conferencing-policy-cmdlets) -- [Mobile policy](/previous-versions//mt228132(v=technet.10)#mobile-policy-cmdlets) -- [Online Voicemail policy](/previous-versions//mt228132(v=technet.10)#online-voicemail-policy-cmdlets) -- [Voice Routing policy](/previous-versions//mt228132(v=technet.10)#voice-routing-policy-cmdlets) - -> [!NOTE] -> A Skype for Business Online dial plan is a policy in every respect except the name. The name "dial plan" was chosen instead of, say, "dialing policy" in order to provide backward compatibility with Office Communications Server and with Exchange. - -For example, to look at all the voice policies available for your use, run this command: - -```powershell -Get-CsVoicePolicy -``` - -> [!NOTE] -> That returns a list of all the voice policies available to you. Keep in mind, however, that not all policies can be assigned to all users. This is due to various restrictions involving licensing and geographic location. (The so-called "[usage location](/previous-versions/azure/dn194136(v=azure.100)).") If you want to know the external access policies and the conferencing policies that can be assigned to a particular user, use commands similar to these: - -```powershell -Get-CsConferencingPolicy -ApplicableTo "Alex Darrow" -Get-CsExternalAccessPolicy -ApplicableTo "Alex Darrow" -``` - -The ApplicableTo parameter limits the returned data to policies that can be assigned to the specified user (for example, Alex Darrow). Depending on licensing and usage location restrictions, that might represent a subset of all the available policies. - -In some cases, properties of policies aren't used with Microsoft 365, while others can only be managed by Microsoft support personnel. - -With Skype for Business Online, users must be managed by a policy of some kind. If a valid policy-related property is blank, that means that the user in question is being managed by a global policy, which is a policy that is automatically applied to a user unless they're specifically assigned a per-user policy. Because we don't see a client policy listed for a user account, it's managed by the global policy. You can determine the global client policy with this command: - -```powershell -Get-CsClientPolicy -Identity "Global" -``` - -## See also - -[Manage Skype for Business Online with PowerShell](manage-skype-for-business-online-with-microsoft-365-powershell.md) - -[Manage Microsoft 365 with PowerShell](manage-microsoft-365-with-microsoft-365-powershell.md) - -[Getting started with PowerShell for Microsoft 365](getting-started-with-microsoft-365-powershell.md) diff --git a/microsoft-365/enterprise/manage-skype-for-business-online-with-microsoft-365-powershell.md b/microsoft-365/enterprise/manage-skype-for-business-online-with-microsoft-365-powershell.md deleted file mode 100644 index 5f84ba9464e..00000000000 --- a/microsoft-365/enterprise/manage-skype-for-business-online-with-microsoft-365-powershell.md +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: "Manage Skype for Business Online with PowerShell" -ms.author: kvice -author: kelleyvice-msft -manager: scotv -ms.date: 03/15/2024 -audience: ITPro -ms.topic: how-to -ms.service: microsoft-365-enterprise -ms.subservice: administration -ms.localizationpriority: medium -ms.collection: -- scotvorg -- Ent_O365 -- must-keep -f1.keywords: -- NOCSH -ms.custom: -ms.assetid: 054c16e6-9fd1-4e85-a0e6-81788b8410ea -description: "Use PowerShell for Microsoft 365 to manage Skype for Business Online policies, per-user policies, and meeting settings." ---- - -# Manage Skype for Business Online with PowerShell - -*This article applies to both Microsoft 365 Enterprise and Office 365 Enterprise.* - -Skype for Business Online administrators are responsible for managing policies. Although you can do some of these tasks in the Microsoft 365 admin center, others are easier to do in PowerShell. - -## Before you start - -> [!NOTE] -> Skype for Business Online Connector is currently part of the latest Teams PowerShell module. If you're using the latest **Teams PowerShell** public release, you don't need to install the Skype for Business Online Connector. - -> [!NOTE] -> Skype for Business Online Admins can manage both **Teams** and **Skype for Business Online** app policies through PowerShell. - -Install the [Teams PowerShell module](/microsoftteams/teams-powershell-install). - -## Connect using admin credentials - -1. Open a Windows PowerShell command prompt window and run the following commands: - - ```powershell - Import-Module MicrosoftTeams - $userCredential = Get-Credential - Connect-MicrosoftTeams -Credential $userCredential - ``` - -2. In the **Windows PowerShell Credential Request** dialog box, type your administrator account name and password, and then select **OK**. - -## Connect using an admin account with multifactor authentication - -1. Open a Windows PowerShell command prompt window, and run the following commands: - - ```powershell - Import-Module MicrosoftTeams - Connect-MicrosoftTeams - ``` - -2. When prompted enter your Skype for Business Online administrator account name? - -3. In the **Sign in to your account** dialog box, type your Skype for Business Online administrator password and select **Sign in**. - -4. In the **Sign in to your account** dialog box, follow the instructions to add authentication information, such as a verification code, and then select **Verify**. - -For more information, see: - -- [Manage Skype for Business Online policies with PowerShell](manage-skype-for-business-online-policies-with-microsoft-365-powershell.md) - -## See also - -[Manage Microsoft 365 with PowerShell](manage-microsoft-365-with-microsoft-365-powershell.md) - -[Get started with PowerShell for Microsoft 365](getting-started-with-microsoft-365-powershell.md) - -[Skype for Business PowerShell cmdlet references](/powershell/module/skype/) diff --git a/microsoft-365/enterprise/media/assessing-network-connectivity/enterprisenetworklastmile3.jpg b/microsoft-365/enterprise/media/assessing-network-connectivity/enterprisenetworklastmile3.jpg new file mode 100644 index 00000000000..d23903d54fd Binary files /dev/null and b/microsoft-365/enterprise/media/assessing-network-connectivity/enterprisenetworklastmile3.jpg differ diff --git a/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/networkegressfaraway.jpg b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/networkegressfaraway.jpg new file mode 100644 index 00000000000..0eb974c144b Binary files /dev/null and b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/networkegressfaraway.jpg differ diff --git a/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/unifieddomainsblocked.jpg b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/unifieddomainsblocked.jpg new file mode 100644 index 00000000000..9d7551dc5f4 Binary files /dev/null and b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/unifieddomainsblocked.jpg differ diff --git a/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/websocketpass.jpg b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/websocketpass.jpg new file mode 100644 index 00000000000..8c4f9172fae Binary files /dev/null and b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/websocketpass.jpg differ diff --git a/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/wssfail.jpg b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/wssfail.jpg new file mode 100644 index 00000000000..9fc59e96843 Binary files /dev/null and b/microsoft-365/enterprise/media/office-365-network-mac-perf-onboarding-tool/wssfail.jpg differ diff --git a/microsoft-365/enterprise/microsoft-365-exchange-monitoring.md b/microsoft-365/enterprise/microsoft-365-exchange-monitoring.md index 69643ec4ed7..e6edceb74d9 100644 --- a/microsoft-365/enterprise/microsoft-365-exchange-monitoring.md +++ b/microsoft-365/enterprise/microsoft-365-exchange-monitoring.md @@ -3,7 +3,7 @@ title: "Exchange Online monitoring for Microsoft 365" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/12/2024 +ms.date: 03/12/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise @@ -79,6 +79,8 @@ With Exchange Online priority account monitoring, you can view the health for th - Recoverable items +- Mail Delivery + The Exchange licensing scenario checks if the priority account isn't able to sign in due to invalid license issues, which can be addressed by the tenant admin. The remaining five scenarios check if your priority account’s mailbox is close to reaching or has reached the limits described in [Exchange Online limits](/office365/servicedescriptions/exchange-online-service-description/exchange-online-limits#mailbox-storage-limits). diff --git a/microsoft-365/enterprise/microsoft-365-monitoring.md b/microsoft-365/enterprise/microsoft-365-monitoring.md index d82d49b6f52..71fae674e90 100644 --- a/microsoft-365/enterprise/microsoft-365-monitoring.md +++ b/microsoft-365/enterprise/microsoft-365-monitoring.md @@ -3,7 +3,7 @@ title: "Microsoft 365 monitoring" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 03/21/2024 +ms.date: 03/12/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise diff --git a/microsoft-365/enterprise/microsoft-365-network-connectivity-principles.md b/microsoft-365/enterprise/microsoft-365-network-connectivity-principles.md index a6cbf70b369..a9c6b6531b5 100644 --- a/microsoft-365/enterprise/microsoft-365-network-connectivity-principles.md +++ b/microsoft-365/enterprise/microsoft-365-network-connectivity-principles.md @@ -3,7 +3,7 @@ title: Microsoft 365 network connectivity principles ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 05/23/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise @@ -26,20 +26,20 @@ ms.custom: seo-marvel-apr2020 *This article applies to both Microsoft 365 Enterprise and Office 365 Enterprise.* Before you begin planning your network for Microsoft 365 network connectivity, it's important to understand the connectivity principles for securely managing Microsoft 365 traffic and getting the best possible performance. This article helps you understand the most recent guidance for securely optimizing Microsoft 365 network connectivity. - + Traditional enterprise networks are designed primarily to provide users access to applications and data hosted in company operated datacenters with strong perimeter security. The traditional model assumes that users will access applications and data from inside the corporate network perimeter, over WAN links from branch offices, or remotely over VPN connections. - + Adoption of SaaS applications like Microsoft 365 moves some combination of services and data outside the network perimeter. Without optimization, traffic between users and SaaS applications is subject to latency introduced by packet inspection, network hairpins, inadvertent connections to geographically distant endpoints and other factors. You can ensure the best Microsoft 365 performance and reliability by understanding and implementing key optimization guidelines. - + In this article, you'll learn about: - + - [Microsoft 365 architecture](microsoft-365-network-connectivity-principles.md#BKMK_Architecture) as it applies to customer connectivity to the cloud - Updated [Microsoft 365 connectivity principles](microsoft-365-network-connectivity-principles.md#BKMK_Principles) and strategies for optimizing network traffic and the end-user experience -- The [Office 365 Endpoints web service](microsoft-365-network-connectivity-principles.md#BKMK_WebSvc), which allows network administrators to consume a structured list of endpoints for use in network optimization +- The [Microsoft 365 Endpoints web service](microsoft-365-network-connectivity-principles.md#BKMK_WebSvc), which allows network administrators to consume a structured list of endpoints for use in network optimization - Guidance for [optimizing connectivity to Microsoft 365 services](#BKMK_OptmizeConnectivity) - [Comparing network perimeter security with endpoint security](microsoft-365-network-connectivity-principles.md#BKMK_SecurityComparison) - [Incremental optimization](microsoft-365-network-connectivity-principles.md#BKMK_IncOpt) options for Microsoft 365 traffic -- The [Microsoft 365 connectivity test](https://aka.ms/netonboard), a new tool for testing basic connectivity to Microsoft 365 +- The [Microsoft 365 connectivity test](https://aka.ms/netonboard), a tool for testing basic connectivity to Microsoft 365 ## Microsoft 365 architecture @@ -66,7 +66,7 @@ Identifying Microsoft 365 network traffic is the first step in being able to dif For more information on Microsoft 365 optimization methods, see the [optimizing connectivity to Microsoft 365 services](#BKMK_OptmizeConnectivity) section. -Microsoft now publishes all Microsoft 365 endpoints as a web service and provides guidance on how best to use this data. For more information on how to fetch and work with Microsoft 365 endpoints, see the article [Office 365 URLs and IP address ranges](https://support.office.com/article/office-365-urls-and-ip-address-ranges-8548a211-3fe7-47cb-abb1-355ea5aa88a2?ui=en-US&rs=en-US&ad=US). +Microsoft publishes all Microsoft 365 endpoints as a web service and provides guidance on how best to use this data. For more information on how to fetch and work with Microsoft 365 endpoints, see the article [Microsoft 365 URLs and IP address ranges](urls-and-ip-address-ranges.md). ### Egress network connections locally @@ -126,31 +126,36 @@ Enterprise customers should review their network security and risk reduction met Most enterprise networks enforce network security for Internet traffic using technologies like proxies, TLS inspection, packet inspection, and data loss prevention systems. These technologies provide important risk mitigation for generic Internet requests but can dramatically reduce performance, scalability, and the quality of end user experience when applied to Microsoft 365 endpoints. -#### Office 365 Endpoints web service +#### Microsoft 365 Endpoints web service -Microsoft 365 administrators can use a script or REST call to consume a structured list of endpoints from the Office 365 Endpoints web service and update the configurations of perimeter firewalls and other network devices. This ensures that traffic bound for Microsoft 365 is identified, treated appropriately and managed differently from network traffic bound for generic and often unknown Internet web sites. For more information on how to use the Office 365 Endpoints web service, see the article [Office 365 URLs and IP address ranges](https://support.office.com/article/office-365-urls-and-ip-address-ranges-8548a211-3fe7-47cb-abb1-355ea5aa88a2?ui=en-US&rs=en-US&ad=US). +Microsoft 365 administrators can use a script or REST call to consume a structured list of endpoints from the Microsoft 365 Endpoints web service and update the configurations of perimeter firewalls and other network devices. This ensures that traffic bound for Microsoft 365 is identified, treated appropriately and managed differently from network traffic bound for generic and often unknown Internet web sites. For more information on how to use the Microsoft 365 Endpoints web service, see the article [Microsoft 365 URLs and IP address ranges](urls-and-ip-address-ranges.md). #### PAC (Proxy Automatic Configuration) scripts Microsoft 365 administrators can create PAC (Proxy Automatic Configuration) scripts that can be delivered to user computers via WPAD or GPO. PAC scripts can be used to bypass proxies for Microsoft 365 requests from WAN or VPN users, allowing Microsoft 365 traffic to use direct Internet connections rather than traversing the corporate network. - + +For more information on using PAC files to optimize network connectivity on client devices, see [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md#use-a-pac-file-for-direct-routing-of-vital-microsoft-365-traffic). + #### Microsoft 365 security features -Microsoft is transparent about datacenter security, operational security, and risk reduction around Microsoft 365 servers and the network endpoints that they represent. Microsoft 365 built-in security features are available for reducing network security risk, such as Microsoft Purview Data Loss Prevention, antivirus, Multifactor Authentication, Customer Lockbox, Defender for Office 365, Microsoft 365 Threat Intelligence, Microsoft 365 Secure Score, Exchange Online Protection, and Network DDOS Security. +Microsoft is transparent about datacenter security, operational security, and risk reduction around Microsoft 365 servers and the network endpoints that they represent. Microsoft 365 built-in security features are available for reducing network security risk, such as Microsoft Purview Data Loss Prevention, antivirus, Multifactor Authentication, Customer Lockbox, Defender for Microsoft 365, Microsoft 365 Threat Intelligence, Microsoft 365 Secure Score, Exchange Online Protection, and Network DDOS Security. For more information on Microsoft datacenter and Global Network security, see the [Microsoft Trust Center](https://www.microsoft.com/trustcenter/security). ## Optimizing connectivity to Microsoft 365 services -Microsoft 365 services are a collection of dynamic, interdependent, and deeply integrated products, applications, and services. When configuring and optimizing connectivity to Microsoft 365 services, it is not feasible to link specific endpoints (domains) with a few Microsoft 365 scenarios to implement allow-listing at the network level. Microsoft does not support selective allow-listing as it causes connectivity and service incidents for users. Network administrators should therefore always apply Microsoft 365 guidelines for network allow-listing and common network optimizations to the full set of required network endpoints (domains) that are [published](microsoft-365-ip-web-service.md) and updated regularly. While we are simplifying Microsoft 365 network endpoints in response to customer feedback, network administrators should be aware of the following core patterns in the existing set of endpoints today: + +Microsoft 365 services are a collection of dynamic, interdependent, and deeply integrated products, applications, and services. When configuring and optimizing connectivity to Microsoft 365 services, it is not feasible to link specific endpoints (domains) with a few Microsoft 365 scenarios to implement allow-listing at the network level. Microsoft does not support selective allow-listing as it causes connectivity and service incidents for users. Network administrators should therefore always apply Microsoft 365 guidelines for network allow-listing and common network optimizations to the full set of required network endpoints (domains) that are [published](microsoft-365-ip-web-service.md) and updated regularly. While we are simplifying Microsoft 365 network endpoints in response to customer feedback, network administrators should be aware of the following core patterns in the existing set of endpoints today: + - Where possible, the published domain endpoints will include wildcards to significantly lower the network configuration effort for customers. - Microsoft 365 announced a domain consolidation initiative (cloud.microsoft), providing customers a way to simplify their network configurations and automatically accrue network optimizations for this domain to many current and future Microsoft 365 services. - Exclusive use of cloud.microsoft root domain for security isolation and specific functions. This enables customer network and security teams to trust Microsoft 365 domains, while improving connectivity to those endpoints and avoiding unnecessary network security processing. - Certain endpoint definitions specify unique IP prefixes corresponding to their domains. This feature supports customers with intricate network structures, enabling them to apply precise network optimizations by utilizing IP prefix details. The following network configurations are recommended for all **“Required”** Microsoft 365 network endpoints (domains) and categories: + - Explicitly permitting Microsoft 365 network endpoints in the network devices and services that user connections go through (e.g., network perimeter security devices like proxies, firewalls, DNS, cloud-based network security solutions, etc.) - Bypass Microsoft 365 domains from TLS decryption, traffic interception, deep packet inspection, and network packet and content filtering. Note that many outcomes that customers are using these network technologies for in the context of untrusted/unmanaged applications can be achieved by Microsoft 365 security features natively. - Direct internet access should be prioritized for the Microsoft 365 domains by reducing reliance on wide area network (WAN) backhauling, avoiding network hairpins, and enabling a more efficient internet egress local to the users and directly to the Microsoft network. @@ -161,15 +166,17 @@ The following network configurations are recommended for all **“Required”** Customers with complex network topologies, implementing network optimizations like custom routing, IP based proxy bypass, and split tunnel VPN may require IP prefix information in addition to domains. To facilitate these customer scenarios Microsoft 365 network endpoints are grouped into categories to prioritize and ease the configuration of these additional network optimizations. Network endpoints classified under the **“Optimize”** and **“Allow”** categories carry high traffic volumes and are sensitive to network latency and performance, and customers may want to optimize connectivity to those first. Network endpoints under the **“Optimize”** and **“Allow”** categories have IP addresses listed along with domains. Network endpoints classified under the **“Default”** category do not have IP addresses associated with them as they are more dynamic in nature and IP addresses change over time. ### Additional network considerations + When optimizing connectivity to Microsoft 365, certain network configurations may have a negative impact on Microsoft 365 availability, interoperability, performance, and user experience. Microsoft has not tested the following network scenarios with our services, and they are known to cause connectivity issues. + - TLS termination or deep packet inspection of any M365 domains with customer proxies or other types of network devices or services. - - Blocking specific protocols or protocol versions such as QUIC, WebSocket’s, etc. by intermediate network infrastructure or service. - - Forcing downgrade or failover of protocols (such as UDP --> TCP, TLS1.3 --> TLS1.2 --> TLS1.1) used between client applications and Microsoft 365 services. - - Routing connections through network infrastructure applying its own authentication such as proxy authentication. +- Blocking specific protocols or protocol versions such as QUIC, WebSocket’s, etc. by intermediate network infrastructure or service. +- Forcing downgrade or failover of protocols (such as UDP --> TCP, TLS1.3 --> TLS1.2 --> TLS1.1) used between client applications and Microsoft 365 services. +- Routing connections through network infrastructure applying its own authentication such as proxy authentication. We recommend that customers avoid using these network techniques to traffic destined to Microsoft 365 domains and bypass these for Microsoft 365 connections. -Microsoft recommends setting up an automated system to download and apply the M365 network endpoint list regularly. Please refer to [Change management for Microsoft 365 IP addresses and URLs for more information](managing-office-365-endpoints.md#change-management-for-microsoft-365-ip-addresses-and-urls). +Microsoft recommends setting up an automated system to download and apply the M365 network endpoint list regularly. Refer to [Change management for Microsoft 365 IP addresses and URLs](managing-office-365-endpoints.md#change-management-for-microsoft-365-ip-addresses-and-urls) for more information. ## Comparing network perimeter security with endpoint security @@ -195,6 +202,7 @@ Microsoft offers a wide range of Microsoft 365 security features and provides pr As a Microsoft 365 admin, you can use Customer Lockbox to control how a Microsoft support engineer accesses your data during a help session. In cases where the engineer requires access to your data to troubleshoot and fix an issue, Customer Lockbox allows you to approve or reject the access request. - **Use Secure Score** + A security analytics tool that recommends what you can do to further reduce risk. Secure Score looks at your Microsoft 365 settings and activities and compares them to a baseline established by Microsoft. You get a score based on how aligned you are with best security practices. A holistic approach to enhanced security should include consideration of the following: @@ -234,19 +242,19 @@ You can approach optimization as an incremental process, applying each method su [Microsoft 365 Network Connectivity Overview](microsoft-365-networking-overview.md) -[Managing Office 365 endpoints](managing-office-365-endpoints.md) +[Managing Microsoft 365 endpoints](managing-office-365-endpoints.md) -[Office 365 URLs and IP address ranges](urls-and-ip-address-ranges.md) +[Microsoft 365 URLs and IP address ranges](urls-and-ip-address-ranges.md) -[Office 365 IP Address and URL Web service](microsoft-365-ip-web-service.md) +[Microsoft 365 IP Address and URL Web service](microsoft-365-ip-web-service.md) [Assessing Microsoft 365 network connectivity](assessing-network-connectivity.md) [Network planning and performance tuning for Microsoft 365](network-planning-and-performance.md) -[Office 365 performance tuning using baselines and performance history](performance-tuning-using-baselines-and-history.md) +[Microsoft 365 performance tuning using baselines and performance history](performance-tuning-using-baselines-and-history.md) -[Performance troubleshooting plan for Office 365](performance-troubleshooting-plan.md) +[Performance troubleshooting plan for Microsoft 365](performance-troubleshooting-plan.md) [Content Delivery Networks](content-delivery-networks.md) @@ -254,4 +262,4 @@ You can approach optimization as an incremental process, applying each method su [How Microsoft builds its fast and reliable global network](https://azure.microsoft.com/blog/how-microsoft-builds-its-fast-and-reliable-global-network/) -[Office 365 Networking blog](https://techcommunity.microsoft.com/t5/Office-365-Networking/bd-p/Office365Networking) +[Microsoft 365 Networking blog](https://techcommunity.microsoft.com/category/microsoft365/discussions/deploymentnetworking) diff --git a/microsoft-365/enterprise/microsoft-365-non-compliant-shared-mailboxes-exo-service-advisory.md b/microsoft-365/enterprise/microsoft-365-non-compliant-shared-mailboxes-exo-service-advisory.md index 9e18d38dddb..2f68a0bfd79 100644 --- a/microsoft-365/enterprise/microsoft-365-non-compliant-shared-mailboxes-exo-service-advisory.md +++ b/microsoft-365/enterprise/microsoft-365-non-compliant-shared-mailboxes-exo-service-advisory.md @@ -28,13 +28,13 @@ description: "Learn about service advisories for non-compliant shared mailboxes An Exchange Online service advisory informs you about shared mailboxes which are out of compliance. These service advisories provide visibility to the number of shared mailboxes in your organization that might require admin intervention. -These service advisories are displayed in the Microsoft 365 admin center. To view these service advisories, you can go to **Health > Service health > Overview** and then look for **Shared mailbox(es) have exceeded the 50 GB storage limit in your tenant**, or you can go **Health > Service health > Exchange Online** and select the **Active issues** tab. Here's an example of a non-compliant shared mailbox service advisory under Service Health. +These service advisories are displayed in the Microsoft 365 admin center. To view these service advisories, you can go to **Health > Service health > Overview** and then look for **Shared mailbox(es) have exceeded the 50 GB storage limit in your tenant**, or you can go to **Health > Service health > Exchange Online** and select the **Active issues** tab. Here's an example of a non-compliant shared mailbox service advisory under Service Health. :::image type="content" source="../media/m365-non-compliant-shared-mailboxes-exo-service-advisory-1.png" alt-text="Service health - issues for your organization to act on"::: ## What does this service advisory indicate? -The service advisories for non-compliant shared mailboxes inform admins about their tenants having shared mailboxes that exceed 50 GB storage and don't have a required license. These advisories provide awareness so that you can take these limits into consideration when managing and troubleshooting shared mailboxes. +The service advisories for non-compliant shared mailboxes inform admins about their tenants having shared mailboxes that exceed 50 GB storage without having the required licenses. These advisories provide awareness so that you can take these limits into consideration when managing and troubleshooting shared mailboxes. Here’s an example of the advisory: @@ -46,43 +46,43 @@ You can expect to see this type of advisory until the time when shared mailbox s ## More information -Identifying Non-compliant Shared Mailboxes is a two-step process: +Identifying non-compliant shared mailboxes is a two-step process: -1. Identify Shared Mailboxes with > 50 GB storage -2. Check licensing for those Shared Mailboxes +1. Identify shared mailboxes with > 50 GB storage. +2. Check licensing for those shared mailboxes. -## Identifying Non-Compliant Shared Mailboxes in Exchange Online via Exchange Admin Center +## Identifying non-compliant shared mailboxes in Exchange Online via Exchange Admin Center -To ensure your shared mailboxes comply with Exchange storage limits, follow these steps to identify those exceeding 50 GB and check their licensing status. +To ensure your shared mailboxes comply with Exchange storage limits, follow these steps to identify those exceeding 50 GB and to check their licensing status. -### Retrieve Shared Mailboxes Exceeding 50 GB +### Retrieve shared mailboxes exceeding 50 GB -1. Access the Exchange Admin Center Portal. +1. Access the Microsoft 365 admin center portal. 2. Generate Usage Reports: - - Go to **Reports -> Usage -> Exchange**. - - Select **Mailbox Usage**. + 1. Go to **Reports -> Usage -> Exchange**. + 1. Select **Mailbox Usage**. 3. Export Mailbox Data: - - Ensure the **Recipient type** column is checked. - - Select **Export** to download the report. + 1. Ensure the **Recipient type** column is checked. + 1. Select **Export** to download the report. 4. Filter Shared Mailboxes: - - Open the downloaded CSV file. - - Filter the **Recipient type** column to show only "**Shared**" mailboxes. + 1. Open the downloaded CSV file. + 1. Filter the **Recipient type** column to show only "**Shared**" mailboxes. 5. Convert Storage Data: - - The Storage Used (Byte) column displays data in Bytes. Convert this to Gigabytes (GB) by dividing the values by 1,073,741,824 (1024^3). -6. Identify Mailboxes with Storage > 50 GB: - - Filter the converted storage data to identify mailboxes with sizes greater than 50 GB. + 1. The **Storage Used (Byte)** column displays data in "Bytes". Convert this to Gigabytes (GB) by dividing the values by 1,073,741,824 (1024^3). +6. Identify mailboxes with Storage > 50 GB: + 1. Filter the converted storage data to identify mailboxes with sizes greater than 50 GB. -### Check Licensing for Shared Mailboxes exceeding 50 GB +### Check licensing for shared mailboxes exceeding 50 GB -1. Access Active Users: - - Go to **Home -> Active Users**. -2. Locate Mailboxes with Storage > 50 GB: - - Select the mailboxes identified in the previous step 6 that have more than 50 GB of storage. -3. Verify Licensing: - - Go to **License and Apps** for the selected user. - - If the mailbox is assigned Exchange Online (Plan 1), it isn't in compliance. You need to either assign Exchange Online (Plan 2) or reduce the storage to less than 50 GB. +1. Access active users: + 1. Go to **Home -> Active Users**. +2. Locate mailboxes with storage > 50 GB: + 1. Select the mailboxes identified in the earlier step that have more than 50 GB of storage. +3. Verify licensing: + 1. Go to **License and Apps** for the selected user. + 1. If the mailbox is assigned Exchange Online (Plan 1), it isn't in compliance. You need to either assign Exchange Online (Plan 2) or reduce the storage to less than 50 GB. -## Identifying Non-Compliant Shared Mailboxes in Exchange Online through PowerShell +## Identifying non-compliant shared mailboxes in Exchange Online through PowerShell You can use PowerShell to identify non-compliant shared mailboxes. Save the following script to your local hard drive and run it in PowerShell: diff --git a/microsoft-365/enterprise/microsoft-365-overview.md b/microsoft-365/enterprise/microsoft-365-overview.md index 5d503c64ceb..da6299427c3 100644 --- a/microsoft-365/enterprise/microsoft-365-overview.md +++ b/microsoft-365/enterprise/microsoft-365-overview.md @@ -118,7 +118,7 @@ For more information and configuration examples for a small and medium business ## Microsoft 365 training -![Microsoft 365 Fundamentals training.](../media/microsoft-365-overview/m365-fundamentals.svg) +![Microsoft 365 Fundamentals training.](../media/microsoft-365-overview/m365-fundamentals.png) To learn more about Microsoft 365 and work toward a Microsoft 365 certification, you can start with [Microsoft 365 Fundamentals](/training/courses/ms-900t01/). diff --git a/microsoft-365/enterprise/microsoft-365-u-s-government-dod-endpoints.md b/microsoft-365/enterprise/microsoft-365-u-s-government-dod-endpoints.md index 0c6960cc3b9..e3bd981609c 100644 --- a/microsoft-365/enterprise/microsoft-365-u-s-government-dod-endpoints.md +++ b/microsoft-365/enterprise/microsoft-365-u-s-government-dod-endpoints.md @@ -3,7 +3,7 @@ title: Microsoft 365 US Government DOD endpoints ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/28/2025 +ms.date: 04/02/2025 audience: ITPro ms.topic: article ms.service: microsoft-365-enterprise @@ -21,7 +21,7 @@ search.appverid: ms.assetid: 5d7dce60-4892-4b58-b45e-ee42fe8a907f f1.keywords: - NOCSH -description: Microsoft 365 requires connectivity to the Internet. The endpoints below should be reachable for customers using Microsoft 365 U.S. Government DoD plans only. +description: Microsoft 365 requires connectivity to the Internet. The following endpoints should be reachable for customers using Microsoft 365 U.S. Government DoD plans only. hideEdit: true ms.custom: seo-marvel-mar2020 --- @@ -30,7 +30,7 @@ ms.custom: seo-marvel-mar2020 *Applies To: Microsoft 365 Admin* -Microsoft 365 requires connectivity to the Internet. The endpoints below should be reachable for customers using Microsoft 365 U.S. Government DoD plans only. +Microsoft 365 requires connectivity to the Internet. The following endpoints should be reachable for customers using Microsoft 365 U.S. Government DoD plans only. **Microsoft 365 endpoints:** [Worldwide (including GCC)](urls-and-ip-address-ranges.md) \| [Microsoft 365 operated by 21 Vianet](urls-and-ip-address-ranges-21vianet.md) \| *Microsoft 365 U.S. Government DoD* \| [Microsoft 365 U.S. Government GCC High](microsoft-365-u-s-government-gcc-high-endpoints.md) @@ -39,14 +39,14 @@ Microsoft 365 requires connectivity to the Internet. The endpoints below should |Notes|Download| |---|---| -|**Last updated:** 02/28/2025 - ![RSS.](../media/5dc6bb29-25db-4f44-9580-77c735492c4b.png) [Change Log subscription](https://endpoints.office.com/version/USGOVDoD?allversions=true&format=rss&clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)|**Download:** the full list in [JSON format](https://endpoints.office.com/endpoints/USGOVDoD?clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)| +|**Last updated:** 04/02/2025 - ![RSS.](../media/5dc6bb29-25db-4f44-9580-77c735492c4b.png) [Change Log subscription](https://endpoints.office.com/version/USGOVDoD?allversions=true&format=rss&clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)|**Download:** the full list in [JSON format](https://endpoints.office.com/endpoints/USGOVDoD?clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)| | -Start with [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md) to understand our recommendations for managing network connectivity using this data. Endpoints data is updated as needed at the beginning of each month with new IP Addresses and URLs published 30 days in advance of being active. This lets customers who don't yet have automated updates to complete their processes before new connectivity is required. Endpoints may also be updated during the month if needed to address support escalations, security incidents, or other immediate operational requirements. The data shown on this page below is all generated from the REST-based web services. If you're using a script or a network device to access this data, you should go to the [Web service](microsoft-365-ip-web-service.md) directly. +Start with [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md) to understand our recommendations for managing network connectivity using this data. Endpoints data is updated as needed at the beginning of each month with new IP Addresses and URLs published 30 days in advance of being active. This lets customers who don't yet have automated updates to complete their processes before new connectivity is required. Endpoints might also be updated during the month if needed to address support escalations, security incidents, or other immediate operational requirements. The data shown on this page is all generated from the REST-based web services. If you're using a script or a network device to access this data, you should go to the [Web service](microsoft-365-ip-web-service.md) directly. Endpoint data below lists requirements for connectivity from a user's machine to Microsoft 365. It doesn't include network connections from Microsoft into a customer network, sometimes called hybrid or inbound network connections. For more information, see [Additional endpoints not included in the web service](additional-office365-ip-addresses-and-urls.md). -The Microsoft 365 suite is broken down into four major service areas representing the three primary workloads and a set of common resources. These service areas may be used to associate traffic flows with a particular application, however given that features often consume endpoints across multiple workloads, these service areas can't effectively be used to restrict access. +The Microsoft 365 suite is broken down into four major service areas representing the three primary workloads and a set of common resources. These service areas might be used to associate traffic flows with a particular application, however given that features often consume endpoints across multiple workloads, these service areas can't effectively be used to restrict access. Data columns shown are: @@ -56,9 +56,22 @@ Data columns shown are: - **ER**: This is **Yes** if the endpoint set is supported over Azure ExpressRoute with Microsoft 365 route prefixes. The BGP community that includes the route prefixes shown aligns with the service area listed. When ER is **No**, this means that ExpressRoute isn't supported for this endpoint set. However, it shouldn't be assumed that no routes are advertised for an endpoint set where ER is **No**. If you plan to use Microsoft Entra Connect, read the [special considerations section](/azure/active-directory/hybrid/reference-connect-instances#microsoft-azure-government) to ensure you have the appropriate Microsoft Entra Connect configuration. -- **Addresses**: Lists the FQDNs or wildcard domain names and IP Address ranges for the endpoint set. Note that an IP Address range is in CIDR format and may include many individual IP Addresses in the specified network. +- **Addresses**: Lists the FQDNs or wildcard domain names and IP Address ranges for the endpoint set. An IP Address range is in CIDR format and might include many individual IP Addresses in the specified network. -- **Ports**: Lists the TCP or UDP ports that are combined with the Addresses to form the network endpoint. You may notice some duplication in IP Address ranges where there are different ports listed. +- **Ports**: Lists the TCP or UDP ports that are combined with the Addresses to form the network endpoint. You might notice some duplication in IP Address ranges where there are different ports listed. + +## Microsoft 365 Unified Domains + +> [!NOTE] +> In response to customer feedback and to streamline endpoint management, Microsoft has initiated the process of consolidating Microsoft 365 apps and services into a select group of dedicated, secured, and purpose-managed domains within the **.microsoft** top level domain (TLD). +> +> To avoid connectivity issues for users, ensure that the following essential domains are included in your allowlist and that connectivity to these domains isn't blocked. + +| ID | Category | Domain name| Purpose | Ports | +|---|---|---|---|---| +|12|Required|`*.usgovcloud.microsoft`|Dedicated to authenticated user facing Microsoft SaaS product experiences.|**TCP:** 443,80
**UDP:** 443| +|12|Required|`*.usgovcloud-static.microsoft`|Dedicated to static (not customer generated) content hosted on CDNs.|**TCP:** 443,80
**UDP:** 443| +|12|Required|`*.usgovcloud-usercontent.microsoft`|Content used in Microsoft 365 experiences that requires domain isolation from applications.|**TCP:** 443,80
**UDP:** 443| [!INCLUDE [Microsoft 365 U.S. Government DoD endpoints](../includes/office-365-u.s.-government-dod-endpoints.md)] @@ -66,4 +79,4 @@ Notes for this table: - The Security and Compliance Center (SCC) provides support for Azure ExpressRoute for Microsoft 365. The same applies for many features exposed through the SCC such as Reporting, Auditing, eDiscovery (Premium), Unified DLP, and Data Governance. Two specific features, PST Import and eDiscovery Export, currently don't support Azure ExpressRoute with only Microsoft 365 route filters due to their dependency on Azure Blob Storage. To consume those features, you need separate connectivity to Azure Blob Storage using any supportable Azure connectivity options, which include Internet connectivity or Azure ExpressRoute with Azure Public route filters. You have to evaluate establishing such connectivity for both of those features. The Microsoft 365 Information Protection team is aware of this limitation and is actively working to bring support for Azure ExpressRoute for Microsoft 365 as limited to Microsoft 365 route filters for both of those features. -- There are additional optional endpoints for Microsoft 365 Apps for enterprise that aren't listed and aren't required for users to launch Microsoft 365 Apps for enterprise applications and edit documents. Optional endpoints are hosted in Microsoft datacenters and don't process, transmit, or store customer data. We recommend that user connections to these endpoints be directed to the default Internet egress perimeter. +- There are other optional endpoints for Microsoft 365 Apps for enterprise that aren't listed and aren't required for users to launch Microsoft 365 Apps for enterprise applications and edit documents. Optional endpoints are hosted in Microsoft datacenters and don't process, transmit, or store customer data. We recommend that user connections to these endpoints be directed to the default Internet egress perimeter. diff --git a/microsoft-365/enterprise/microsoft-365-u-s-government-gcc-high-endpoints.md b/microsoft-365/enterprise/microsoft-365-u-s-government-gcc-high-endpoints.md index cf3806aea0a..9c10fb0c5b6 100644 --- a/microsoft-365/enterprise/microsoft-365-u-s-government-gcc-high-endpoints.md +++ b/microsoft-365/enterprise/microsoft-365-u-s-government-gcc-high-endpoints.md @@ -3,7 +3,7 @@ title: "Microsoft 365 U.S. Government GCC High endpoints" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 01/30/2025 +ms.date: 04/02/2025 audience: ITPro ms.topic: article ms.service: microsoft-365-enterprise @@ -28,7 +28,7 @@ hideEdit: true *Applies To: Microsoft 365 Admin* -Microsoft 365 requires connectivity to the Internet. The endpoints below should be reachable for customers using Microsoft 365 U.S. Government GCC High plans only. +Microsoft 365 requires connectivity to the Internet. The following endpoints should be reachable for customers using Microsoft 365 U.S. Government GCC High plans only. **Microsoft 365 endpoints:** [Worldwide (including GCC)](urls-and-ip-address-ranges.md) \| [Microsoft 365 operated by 21 Vianet](urls-and-ip-address-ranges-21vianet.md) \| [Microsoft 365 U.S. Government DoD](microsoft-365-u-s-government-dod-endpoints.md) \| *Microsoft 365 U.S. Government GCC High* @@ -38,26 +38,39 @@ Microsoft 365 requires connectivity to the Internet. The endpoints below should |Notes|Download| |---|---| -|**Last updated:** 01/30/2025 - ![RSS.](../media/5dc6bb29-25db-4f44-9580-77c735492c4b.png) [Change Log subscription](https://endpoints.office.com/version/USGOVGCCHigh?allversions=true&format=rss&clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)|**Download:** the full list in [JSON format](https://endpoints.office.com/endpoints/USGOVGCCHigh?clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)| +|**Last updated:** 04/02/2025 - ![RSS.](../media/5dc6bb29-25db-4f44-9580-77c735492c4b.png) [Change Log subscription](https://endpoints.office.com/version/USGOVGCCHigh?allversions=true&format=rss&clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)|**Download:** the full list in [JSON format](https://endpoints.office.com/endpoints/USGOVGCCHigh?clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)| | - Start with [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md) to understand our recommendations for managing network connectivity using this data. Endpoints data is updated as needed at the beginning of each month with new IP Addresses and URLs published 30 days in advance of being active. This lets customers who don't yet have automated updates to complete their processes before new connectivity is required. Endpoints may also be updated during the month if needed to address support escalations, security incidents, or other immediate operational requirements. The data shown on this page below is all generated from the REST-based web services. If you're using a script or a network device to access this data, you should go to the [Web service](microsoft-365-ip-web-service.md) directly. + Start with [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md) to understand our recommendations for managing network connectivity using this data. Endpoints data is updated as needed at the beginning of each month. New IP Addresses and URLs are published 30 days in advance of being active. This lets customers who don't yet have automated updates to complete their processes before new connectivity is required. Endpoints might also be updated during the month if needed to address support escalations, security incidents, or other immediate operational requirements. The data shown on this page is all generated from the REST-based web services. If you're using a script or a network device to access this data, you should go to the [Web service](microsoft-365-ip-web-service.md) directly. Endpoint data below lists requirements for connectivity from a user’s machine to Microsoft 365. It doesn't include network connections from Microsoft into a customer network, sometimes called hybrid or inbound network connections. -The Microsoft 365 suite is broken down into four major service areas representing the three primary workloads and a set of common resources. These service areas may be used to associate traffic flows with a particular application, however given that features often consume endpoints across multiple workloads, these service areas cannot effectively be used to restrict access. +The Microsoft 365 suite is broken down into four major service areas representing the three primary workloads and a set of common resources. These service areas might be used to associate traffic flows with a particular application, however given that features often consume endpoints across multiple workloads, these service areas can't effectively be used to restrict access. Data columns shown are: - **ID**: The ID number of the row, also known as an endpoint set. This ID is the same as is returned by the web service for the endpoint set. -- **Category**: Shows whether the endpoint set is categorized as “Optimize”, “Allow”, or “Default”. You can read about these categories and guidance for management of them at [https://aka.ms/pnc](./microsoft-365-network-connectivity-principles.md). This column also lists which endpoint sets are required to have network connectivity. For endpoint sets, which aren't required to have network connectivity, we provide notes in this field to indicate what functionality would be missing if the endpoint set is blocked. If you're excluding an entire service area, the endpoint sets listed as required don't require connectivity. +- **Category**: Shows whether the endpoint set is categorized as "Optimize", "Allow", or "Default". You can read about these categories and guidance for management of them at [https://aka.ms/pnc](./microsoft-365-network-connectivity-principles.md). This column also lists which endpoint sets are required to have network connectivity. For endpoint sets, which aren't required to have network connectivity, we provide notes in this field to indicate what functionality would be missing if the endpoint set is blocked. If you're excluding an entire service area, the endpoint sets listed as required don't require connectivity. - **ER**: This is **Yes** if the endpoint set is supported over Azure ExpressRoute with Microsoft 365 route prefixes. The BGP community that includes the route prefixes shown aligns with the service area listed. When ER is **No**, this means that ExpressRoute isn't supported for this endpoint set. However, it shouldn't be assumed that no routes are advertised for an endpoint set where ER is **No**. If you plan to use Microsoft Entra Connect, read the [special considerations section](/azure/active-directory/hybrid/reference-connect-instances#microsoft-azure-government) to ensure you have the appropriate Microsoft Entra Connect configuration. -- **Addresses**: Lists the FQDNs or wildcard domain names and IP Address ranges for the endpoint set. Note that an IP Address range is in CIDR format and may include many individual IP Addresses in the specified network. +- **Addresses**: Lists the FQDNs or wildcard domain names and IP Address ranges for the endpoint set. An IP Address range is in CIDR format and might include many individual IP Addresses in the specified network. -- **Ports**: Lists the TCP or UDP ports that are combined with the Addresses to form the network endpoint. You may notice some duplication in IP Address ranges where there are different ports listed. +- **Ports**: Lists the TCP or UDP ports that are combined with the Addresses to form the network endpoint. You might notice some duplication in IP Address ranges where there are different ports listed. + +## Microsoft 365 Unified Domains + +> [!NOTE] +> In response to customer feedback and to streamline endpoint management, Microsoft has initiated the process of consolidating Microsoft 365 apps and services into a select group of dedicated, secured, and purpose-managed domains within the **.microsoft** top level domain (TLD). +> +> To avoid connectivity issues for users, ensure that the following essential domains are included in your allowlist and that connectivity to these domains isn't blocked. + +| ID | Category | Domain name| Purpose | Ports | +|---|---|---|---|---| +|23|Required|`*.usgovcloud.microsoft`|Dedicated to authenticated user facing Microsoft SaaS product experiences.|**TCP:** 443,80
**UDP:** 443| +|23|Required|`*.usgovcloud-static.microsoft`|Dedicated to static (not customer generated) content hosted on CDNs.|**TCP:** 443,80
**UDP:** 443| +|23|Required|`*.usgovcloud-usercontent.microsoft`|Content used in Microsoft 365 experiences that requires domain isolation from applications.|**TCP:** 443,80
**UDP:** 443| [!INCLUDE [Microsoft 365 U.S. Government GCC High endpoints](../includes/office-365-u.s.-government-gcc-high-endpoints.md)] @@ -65,4 +78,4 @@ Notes for this table: - The Security and Compliance Center (SCC) provides support for Azure ExpressRoute for Microsoft 365. The same applies for many features exposed through the SCC such as Reporting, Auditing, eDiscovery (Premium), Unified DLP, and Data Governance. Two specific features, PST Import and eDiscovery Export, currently don't support Azure ExpressRoute with only Microsoft 365 route filters due to their dependency on Azure Blob Storage. To consume those features, you need separate connectivity to Azure Blob Storage using any supportable Azure connectivity options, which include Internet connectivity or Azure ExpressRoute with Azure Public route filters. You have to evaluate establishing such connectivity for both of those features. The Microsoft 365 Information Protection team is aware of this limitation and is actively working to bring support for Azure ExpressRoute for Microsoft 365 as limited to Microsoft 365 route filters for both of those features. -- There are additional optional endpoints for Microsoft 365 Apps for enterprise that aren't listed and aren't required for users to launch Microsoft 365 Apps for enterprise applications and edit documents. Optional endpoints are hosted in Microsoft data centers and don't process, transmit, or store customer data. We recommend that user connections to these endpoints be directed to the default Internet egress perimeter. +- There are other optional endpoints for Microsoft 365 Apps for enterprise that aren't listed and aren't required for users to launch Microsoft 365 Apps for enterprise applications and edit documents. Optional endpoints are hosted in Microsoft data centers and don't process, transmit, or store customer data. We recommend that user connections to these endpoints be directed to the default Internet egress perimeter. diff --git a/microsoft-365/enterprise/microsoft-365-vpn-implement-split-tunnel.md b/microsoft-365/enterprise/microsoft-365-vpn-implement-split-tunnel.md index 67e6b34b1d0..8fa5161f3b8 100644 --- a/microsoft-365/enterprise/microsoft-365-vpn-implement-split-tunnel.md +++ b/microsoft-365/enterprise/microsoft-365-vpn-implement-split-tunnel.md @@ -3,12 +3,13 @@ title: Implementing VPN split tunneling for Microsoft 365 ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 12/21/2023 +ms.date: 03/21/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise ms.subservice: network ms.localizationpriority: medium +ms.reviewer: roshanp search.appverid: - MET150 ms.collection: @@ -24,102 +25,73 @@ description: "How to implement VPN split tunneling for Microsoft 365" # Implementing VPN split tunneling for Microsoft 365 ->[!NOTE] ->This article is part of a set of articles that address Microsoft 365 optimization for remote users. +> [!NOTE] +> This article is part of a set of articles that address Microsoft 365 optimization for remote users or when you implement network optimizations that involve IP prefix-based routing to bypass congestion points in your network infrastructure. > ->- For an overview of using VPN split tunneling to optimize Microsoft 365 connectivity for remote users, see [Overview: VPN split tunneling for Microsoft 365](microsoft-365-vpn-split-tunnel.md). ->- For a detailed list of VPN split tunneling scenarios, see [Common VPN split tunneling scenarios for Microsoft 365](microsoft-365-vpn-common-scenarios.md). ->- For guidance on securing Teams media traffic in VPN split tunneling environments, see [Securing Teams media traffic for VPN split tunneling](microsoft-365-vpn-securing-teams.md). ->- For information about how to configure Stream and live events in VPN environments, see [Special considerations for Stream and live events in VPN environments](microsoft-365-vpn-stream-and-live-events.md). ->- For information about optimizing Microsoft 365 worldwide tenant performance for users in China, see [Microsoft 365 performance optimization for China users](microsoft-365-networking-china.md). +> - For an overview of using VPN split tunneling to optimize Microsoft 365 connectivity for remote users, see [Overview: VPN split tunneling for Microsoft 365](microsoft-365-vpn-split-tunnel.md). +> - For a detailed list of VPN split tunneling scenarios, see [Common VPN split tunneling scenarios for Microsoft 365](microsoft-365-vpn-common-scenarios.md). +> - For guidance on securing Teams media traffic in VPN split tunneling environments, see [Securing Teams media traffic for VPN split tunneling](microsoft-365-vpn-securing-teams.md). +> - For information about how to configure Stream and live events in VPN environments, see [Special considerations for Stream and live events in VPN environments](microsoft-365-vpn-stream-and-live-events.md). +> - For information about optimizing Microsoft 365 worldwide tenant performance for users in China, see [Microsoft 365 performance optimization for China users](microsoft-365-networking-china.md). -Microsoft's recommended strategy for optimizing remote worker's connectivity is focused on rapidly mitigating problems and providing high performance with a few simple steps. These steps adjust the legacy VPN approach for a few defined endpoints that bypass bottlenecked VPN servers. An equivalent or even superior security model can be applied at different layers to remove the need to secure all traffic at the egress of the corporate network. In most cases, this can be effectively achieved within hours and is then scalable to other workloads as requirements demand and time allows. +Microsoft suggests a strategy to improve connectivity quickly and efficiently. This involves a few simple steps to update your network routes, allowing certain key endpoints to bypass congested VPN servers. By applying a similar or better security model at different layers, there's no need to secure all traffic at the corporate network's exit point and you can route Microsoft 365 traffic using shorter and more efficient network paths. This can usually be done within hours and can be scaled to multiple Microsoft 365 workloads as needed. ## Implement VPN split tunneling In this article, you'll find the simple steps required to migrate your VPN client architecture from a _VPN forced tunnel_ to a _VPN forced tunnel with a few trusted exceptions_, [VPN split tunnel model #2](microsoft-365-vpn-common-scenarios.md#2-vpn-forced-tunnel-with-a-small-number-of-trusted-exceptions) in [Common VPN split tunneling scenarios for Microsoft 365](microsoft-365-vpn-common-scenarios.md). -The diagram below illustrates how the recommended VPN split tunnel solution works: +The following diagram illustrates how the recommended VPN split tunnel solution works: ![Split tunnel VPN solution detail.](../media/vpn-split-tunneling/vpn-split-tunnel-example.png) ### 1. Identify the endpoints to optimize -In the [Microsoft 365 URLs and IP address ranges](urls-and-ip-address-ranges.md) article, Microsoft clearly identifies the key endpoints you need to optimize and categorizes them as **Optimize**. There are currently just four URLS and 20 IP subnets that need to be optimized. This small group of endpoints accounts for around 70% - 80% of the volume of traffic to the Microsoft 365 service including the latency sensitive endpoints such as those for Teams media. Essentially this is the traffic that we need to take special care of and is also the traffic that will put incredible pressure on traditional network paths and VPN infrastructure. +In the [Microsoft 365 URLs and IP address ranges](urls-and-ip-address-ranges.md) article, Microsoft clearly identifies the key endpoints you need to optimize and categorizes them as **Optimize**. This small group of endpoints accounts for around 70% - 80% of the volume of traffic to the Microsoft 365 service including the latency sensitive endpoints such as those for Teams media. Essentially this is the traffic that we need to take special care of and is also the traffic that will put incredible pressure on traditional network paths and VPN infrastructure. URLs in this category have the following characteristics: - Are Microsoft owned and managed endpoints, hosted on Microsoft infrastructure -- Have IPs provided -- Low rate of change and are expected to remain small in number (currently 20 IP subnets) +- Have published IP addresses that are dedicated for specific services +- Low rate of change - Are bandwidth and/or latency sensitive - Are able to have required security elements provided in the service rather than inline on the network - Account for around 70-80% of the volume of traffic to the Microsoft 365 service -For more information about Microsoft 365 endpoints and how they are categorized and managed, see [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md). - -#### Optimize URLs - -The current Optimize URLs can be found in the table below. Under most circumstances, you should only need to use URL endpoints in a [browser PAC file](managing-office-365-endpoints.md#use-a-pac-file-for-direct-routing-of-vital-microsoft-365-traffic) where the endpoints are configured to be sent direct, rather than to the proxy. - -> [!div class="mx-tdCol2BreakAll"] -> | Optimize URLs | Port/Protocol | Purpose | -> | --- | --- | --- | -> | | TCP 443 | This is one of the primary URLs Outlook uses to connect to its Exchange Online server and has a high volume of bandwidth usage and connection count. Low network latency is required for online features including: instant search, other mailbox calendars, free / busy lookup, manage rules and alerts, Exchange online archive, emails departing the outbox. | -> | | TCP 443 | This URL is used for Outlook Online Web Access to connect to Exchange Online server, and is sensitive to network latency. Connectivity is particularly required for large file upload and download with SharePoint Online. | -> | `https:/.sharepoint.com` | TCP 443 | This is the primary URL for SharePoint Online and has high-bandwidth usage. | -> | `https://-my.sharepoint.com` | TCP 443 | This is the primary URL for OneDrive for Business and has high bandwidth usage and possibly high connection count from the OneDrive for Business Sync tool. | -> | Teams Media IPs (no URL) | UDP 3478, 3479, 3480, and 3481 | Relay Discovery allocation and real-time traffic. These are the endpoints used for Skype for Business and Microsoft Teams Media traffic (calls, meetings, etc.). Most endpoints are provided when the Microsoft Teams client establishes a call (and are contained within the required IPs listed for the service). Use of the UDP protocol is required for optimal media quality. | - -In the above examples, **tenant** should be replaced with your Microsoft 365 tenant name. For example, **contoso.onmicrosoft.com** would use _contoso.sharepoint.com_ and _contoso-my.sharepoint.com_. - -#### Optimize IP address ranges - -At the time of writing the IP address ranges that these endpoints correspond to are as follows. It's **very strongly** advised you use a [script such as this](https://github.com/microsoft/Office365NetworkTools/tree/master/Scripts/Display%20URL-IPs-Ports%20per%20Category) example, the [Microsoft 365 IP and URL web service](microsoft-365-ip-web-service.md) or the [URL/IP page](urls-and-ip-address-ranges.md) to check for any updates when applying the configuration and put a policy in place to do so regularly. If utilizing continuous access evaluation, refer to [Continuous access evaluation IP address variation](/azure/active-directory/conditional-access/concept-continuous-access-evaluation#ip-address-variation-and-networks-with-ip-address-shared-or-unknown-egress-ips). Routing optimized IPs through a trusted IP or VPN may be required to prevent blocks related to _insufficient_claims_ or _Instant IP Enforcement check failed_ in certain scenarios. - -```markdown -104.146.128.0/17 -13.107.128.0/22 -13.107.136.0/22 -13.107.18.10/31 -13.107.6.152/31 -13.107.64.0/18 -131.253.33.215/32 -132.245.0.0/16 -150.171.32.0/22 -150.171.40.0/22 -204.79.197.215/32 -23.103.160.0/20 -40.104.0.0/15 -40.108.128.0/17 -40.96.0.0/13 -52.104.0.0/14 -52.112.0.0/14 -52.96.0.0/14 -52.122.0.0/15 +For more information about Microsoft 365 endpoints and how they're categorized and managed, see [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md). + +Under most circumstances, you should only need to use URL endpoints in a [browser PAC file](managing-office-365-endpoints.md#use-a-pac-file-for-direct-routing-of-vital-microsoft-365-traffic) where the endpoints are configured to be sent direct, rather than to the proxy. If you need just the URLs for the Optimize category, use the first query, or use the second query for IP prefixes. + +**Optimize URLs** + +```powershell +(invoke-restmethod -Uri ("https://endpoints.office.com/endpoints/WorldWide?clientrequestid=" + ([GUID]::NewGuid()).Guid)) | ?{$_.category -eq "Optimize" -and $_.urls} | select -unique -ExpandProperty urls ``` -### 2. Optimize access to these endpoints via the VPN +**Optimize IP address ranges** -Now that we have identified these critical endpoints, we need to divert them away from the VPN tunnel and allow them to use the user's local Internet connection to connect directly to the service. The manner in which this is accomplished will vary depending on the VPN product and machine platform used but most VPN solutions will allow some simple configuration of policy to apply this logic. For information VPN platform-specific split tunnel guidance, see [HOWTO guides for common VPN platforms](#howto-guides-for-common-vpn-platforms). +```powershell +(invoke-restmethod -Uri ("https://endpoints.office.com/endpoints/WorldWide?clientrequestid=" + ([GUID]::NewGuid()).Guid)) | ?{$_.category -eq "Optimize" -and $_.ips} | select -unique -ExpandProperty ips +``` + +### 2. Implementing split tunnel for Microsoft 365 endpoints -If you wish to test the solution manually, you can execute the following PowerShell example to emulate the solution at the route table level. This example adds a route for each of the Teams Media IP subnets into the route table. You can test Teams media performance before and after, and observe the difference in routes for the specified endpoints. +Now that we have identified these critical endpoints, we need to divert them away from the VPN tunnel and allow them to use the user's local Internet connection to connect directly to the service. The manner in which this is accomplished will vary depending on the VPN product and machine platform used but most VPN solutions allow some configuration of policy to apply this logic. For information VPN platform-specific split tunnel guidance, see [HOWTO guides for common VPN platforms](#howto-guides-for-common-vpn-platforms). + +If you wish to test the solution manually, you can execute the following PowerShell example to emulate the solution at the route table level. This example adds a route for each of the Teams Media IP subnets into the route table. You can test Teams media performance before and after using the [Teams network assessment tool](https://www.microsoft.com/en-us/download/details.aspx?id=103017&lc=1033&msockid=2dc7410f01b361853273545c009060bb) and observe the difference in routes for the specified endpoints. #### Example: Add Teams Media IP subnets into the route table ```powershell $intIndex = "" # index of the interface connected to the internet $gateway = "" # default gateway of that interface -$destPrefix = "52.120.0.0/14", "52.112.0.0/14", "13.107.64.0/18" # Teams Media endpoints +$destPrefix = " 52.112.0.0/14, 52.122.0.0/15, 2603:1063::/38" # Teams Media endpoints # Add routes to the route table foreach ($prefix in $destPrefix) {New-NetRoute -DestinationPrefix $prefix -InterfaceIndex $intIndex -NextHop $gateway} ``` -In the above script, _$intIndex_ is the index of the interface connected to the internet (find by running **get-netadapter** in PowerShell; look for the value of _ifIndex_) and _$gateway_ is the default gateway of that interface (find by running **ipconfig** in a command prompt or **(Get-NetIPConfiguration | Foreach IPv4DefaultGateway).NextHop** in PowerShell). - -Once you have added the routes, you can confirm that the route table is correct by running **route print** in a command prompt or PowerShell. The output should contain the routes you added, showing the interface index (_22_ in this example) and the gateway for that interface (_192.168.1.1_ in this example): +In the preceding script, _$intIndex_ is the index of the interface connected to the internet (find by running **get-netadapter** in PowerShell; look for the value of _ifIndex_) and _$gateway_ is the default gateway of that interface (find by running **ipconfig** in a command prompt or **(Get-NetIPConfiguration | Foreach IPv4DefaultGateway).NextHop** in PowerShell). -![Route print output.](../media/vpn-split-tunneling/vpn-route-print.png) +Once you have added the routes, you can confirm that the route table is correct by running **route print** in a command prompt or PowerShell. To add routes for _all_ current IP address ranges in the Optimize category, you can use the following script variation to query the [Microsoft 365 IP and URL web service](microsoft-365-ip-web-service.md) for the current set of Optimize IP subnets and add them to the route table. @@ -159,7 +131,7 @@ The VPN client should be configured so that traffic to the **Optimize** IPs are ## HOWTO guides for common VPN platforms -This section provides links to detailed guides for implementing split tunneling for Microsoft 365 traffic from the most common partners in this space. We'll add additional guides as they become available. +This section provides links to detailed guides for implementing split tunneling for Microsoft 365 traffic from the most common partners in this space. We'll add more guides as they become available. - **Windows 10 VPN client**: [Optimizing Microsoft 365 traffic for remote workers with the native Windows 10 VPN client](/windows/security/identity-protection/vpn/vpn-office-365-optimization) - **Cisco Anyconnect**: [Optimize Anyconnect Split Tunnel for Office365](https://www.cisco.com/c/en/us/support/docs/security/anyconnect-secure-mobility-client/215343-optimize-anyconnect-split-tunnel-for-off.html) diff --git a/microsoft-365/enterprise/modern-desktop-deployment-and-management-lab.md b/microsoft-365/enterprise/modern-desktop-deployment-and-management-lab.md index ed4cb9bccc1..aeff0eba4f4 100644 --- a/microsoft-365/enterprise/modern-desktop-deployment-and-management-lab.md +++ b/microsoft-365/enterprise/modern-desktop-deployment-and-management-lab.md @@ -7,7 +7,7 @@ ms.author: aaroncz author: cdmm12 manager: aaroncz ms.reviewer: alainme -ms.date: 12/06/2024 +ms.date: 03/24/2025 ms.audience: ITPro ms.topic: install-set-up-deploy ms.service: microsoft-365-enterprise @@ -37,6 +37,7 @@ The labs include evaluation versions of the following products: The labs are designed for you to connect them to trials for the following services: +- Microsoft Intune - Microsoft 365 E5 - Microsoft 365 Apps for enterprise - Office 365 E5 with Enterprise Mobility + Security (EMS) @@ -65,7 +66,7 @@ The following sections describe the scenarios supported by the lab guides. - Servicing Windows using Microsoft Intune - Servicing Windows with Configuration Manager -### Manage Windows +### Manage Windows with Microsoft Intune - Device management for Windows 11 using Microsoft Intune - Dynamic management with Windows 11 @@ -103,7 +104,7 @@ The following sections describe the scenarios supported by the lab guides. - Microsoft Defender for Endpoint > [!NOTE] -> Please use a broadband internet connection to download this content and allow approximately 30 minutes for automatic provisioning. The lab environment requires a minimum of 16 GB of available memory and 150 GB of free disk space. For optimal performance, 32 GB of available memory and 300 GB of free space is recommended. The Windows client virtual machines expire 90 days after activation of the lab. New versions of the labs will be published on or before March 4, 2025. For support with this lab, email the lab support alias `winlab_help@microsoft.com`. +> Please use a broadband internet connection to download this content and allow approximately 30 minutes for automatic provisioning. The lab environment requires a minimum of 16 GB of available memory and 150 GB of free disk space. For optimal performance, 32 GB of available memory and 300 GB of free space is recommended. The Windows client virtual machines expire 90 days after activation of the lab. New versions of the labs will be published on or before May 26, 2025. For support with this lab, email the lab support alias `winlab_help@microsoft.com`. ## More guidance @@ -117,5 +118,5 @@ The following sections describe the scenarios supported by the lab guides. - [Introducing Microsoft 365](https://www.microsoft.com/microsoft-365/default.aspx) - [Microsoft 365 for business](https://products.office.com/business/office) -- [Introducing Enterprise Mobility + Security](https://www.microsoft.com/cloud-platform/enterprise-mobility-security) +- [Introducing Enterprise Mobility + Security](https://www.microsoft.com/licensing/product-licensing/enterprise-mobility-security) - [Windows for business](https://www.microsoft.com/windows/business) diff --git a/microsoft-365/enterprise/multi-geo-capabilities-in-onedrive-and-sharepoint-online-in-microsoft-365.md b/microsoft-365/enterprise/multi-geo-capabilities-in-onedrive-and-sharepoint-online-in-microsoft-365.md index 6149014cf80..45dca898c26 100644 --- a/microsoft-365/enterprise/multi-geo-capabilities-in-onedrive-and-sharepoint-online-in-microsoft-365.md +++ b/microsoft-365/enterprise/multi-geo-capabilities-in-onedrive-and-sharepoint-online-in-microsoft-365.md @@ -1,7 +1,7 @@ --- title: "Multi-Geo Capabilities in OneDrive and SharePoint" ms.reviewer: adwood -ms.date: 04/10/2024 +ms.date: 04/02/2025 ms.author: kvice author: kelleyvice-msft manager: scotv @@ -42,7 +42,7 @@ Management of the Multi-Geo feature is available through the [!NOTE] ->If you're using modern SharePoint navigation options like mega menu, cascading navigation, or hub navigation, this article does not apply to your site. Modern SharePoint site architectures leverage a more flattened site hierarchy and a hub-and-spoke model. This allows many scenarios to be achieved that do NOT require use of the SharePoint Publishing feature. +> [!NOTE] +> If you're using modern SharePoint navigation options like mega menu, cascading navigation, or hub navigation, this article does not apply to your site. Modern SharePoint site architectures leverage a more flattened site hierarchy and a hub-and-spoke model. This allows many scenarios to be achieved that do NOT require use of the SharePoint Publishing feature. ## Overview of navigation options @@ -54,8 +55,8 @@ The following table summarizes the pros and cons of each option. The most appropriate option for your site depends on your site requirements and on your technical capability. If you want an easy-to-configure navigation provider that automatically updates when content is changed, then structural navigation [with caching enabled](https://support.office.com/article/structural-navigation-and-performance-f163053f-8eca-4b9c-b973-36b395093b43) is a good option. ->[!NOTE] ->Applying the same principle as modern SharePoint sites by simplifying the overall site structure to a flatter, non-hierarchical structure improves performance and simplifies moving to modern SharePoint sites. What this means is that instead of having a single site collection with hundreds of sites (subwebs), a better approach is to have many site collections with very few subsites (subwebs). +> [!NOTE] +> Applying the same principle as modern SharePoint sites by simplifying the overall site structure to a flatter, non-hierarchical structure improves performance and simplifies moving to modern SharePoint sites. What this means is that instead of having a single site collection with hundreds of sites (subsites), a better approach is to have many site collections with very few subsites. ## Analyzing navigation performance in SharePoint @@ -101,7 +102,7 @@ There are several articles on Microsoft Learn about the details of managed navig In order to implement managed navigation, you set up terms with URLs corresponding to the navigation structure of the site. Managed navigation can even be manually curated to replace structural navigation in many cases. For example: -![SharePoint site structure.](../media/SPONavOptionsListOfSites.png)) +![SharePoint site structure.](../media/SPONavOptionsListOfSites.png) ## Using Search-driven client-side scripting diff --git a/microsoft-365/enterprise/office-365-network-mac-perf-insights.md b/microsoft-365/enterprise/office-365-network-mac-perf-insights.md index 49d4f17b40f..b405af25437 100644 --- a/microsoft-365/enterprise/office-365-network-mac-perf-insights.md +++ b/microsoft-365/enterprise/office-365-network-mac-perf-insights.md @@ -3,7 +3,7 @@ title: "Microsoft 365 Network Insights" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/05/2024 +ms.date: 03/24/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise @@ -21,178 +21,48 @@ description: "Microsoft 365 Network Insights" # Microsoft 365 Network Insights -**Network insights** are performance metrics collected from your Microsoft 365 tenant, and available to view only by administrative users in your tenant. Insights are displayed in the Microsoft 365 Admin Center at . +Network insights are actionable issues that might affect user experience when using Microsoft 365 apps, we detect insights based on network optics received from Microsoft 365 apps for your tenant users. Insights are available to view only by administrative users in your tenant. Insights can be viewed from [Network Connectivity](https://admin.cloud.microsoft/#/networkperformance) in Microsoft 365 Admin Center. -Insights are intended to help in designing network perimeters for your office locations. Each insight provides live details about the performance characteristics for a specific common issue for each geographic location where users are accessing your tenant. +Insights are intended to help address issues at your network perimeters for your office locations. Each insight provides live details about a specific issue for each geographic location where users are accessing your tenant. These are network insights that might be shown for each office location: -- [Backhauled network egress](#backhauled-network-egress) -- [Network intermediary device](#network-intermediary-device) -- [Better performance detected for customers near you](#better-performance-detected-for-customers-near-you) -- [Use of a nonoptimal Exchange Online service front door](#use-of-a-nonoptimal-exchange-online-service-front-door) -- [Use of a nonoptimal SharePoint service front door](#use-of-a-nonoptimal-sharepoint-service-front-door) -- [Low download speed from SharePoint front door](#low-download-speed-from-sharepoint-front-door) -- [China user optimal network egress](#china-user-optimal-network-egress) +#### 1. Your connectivity to critical Microsoft 365 domains is failing -These are tenant-level network insights that might be shown for the tenant: +We are detecting connectivity (HTTPS) failures to the following domains: `*.cloud.microsoft`, `*.static.microsoft`, `*.usercontent.microsoft`. -- [Exchange sampled connections affected by connectivity issues](#exchange-sampled-connections-affected-by-connectivity-issues) -- [SharePoint sampled connections affected by connectivity issues](#sharepoint-sampled-connections-affected-by-connectivity-issues) +- 1a What does this insight mean? -These insights also appear in the productivity score pages. + This means some or all your users can't connect to subdomains or hosts within the above-mentioned wild card domains. + +- 1b What should I do? -## Backhauled network egress + Check your network perimeter devices or proxy to ensure HTTPS connectivity is allowed to hosts in the wildcard domains `*.cloud.microsoft`, `*.static.microsoft`, `*.usercontent.microsoft` or any of their subdomains. + +#### 2. WebSocket connection to critical Microsoft 365 domains is failing -This insight displays if the network insights service detects that the distance from a given user location to the network egress is greater than 500 miles (800 kilometers). This might indicate that Microsoft 365 traffic is being backhauled to a common Internet edge device or proxy. +We are detecting WebSocket (WSS) connection failures to the domain: `*.cloud.microsoft`. This will result in Copilot not working correctly for your users. -This insight is abbreviated as "Egress" in some summary views. +- 2a What does this insight mean? -:::image type="content" alt-text="Screenshot shows the insight for backhauled network egress." source="../media/m365-mac-perf/m365-mac-perf-insights-detail-backhauled.png"::: + This means some or all your users can't connect using WebSocket protocol to hosts that are part of the wildcard domain `*.cloud.microsoft` or its subdomains. + +- 2b What should I do? -### What does this mean? + Check your network perimeter devices or proxy to ensure WebSocket protocol is allowed for connections to hosts in the wildcard domain `*.cloud.microsoft` or its subdomains.  + +#### 3. Network provider devices are affecting your network -This identifies that the distance between the office location and the network egress is more than 500 miles (800 kilometers). The office location is identified by an obfuscated client machine location and the network egress location is identified by using reverse IP Address to location databases. The office location might be inaccurate if Windows Location Services is disabled on machines. The network egress location might be inaccurate if the reverse IP address database information is inaccurate. +There is one or more cloud proxy-like services that are affecting your connectivity to Microsoft 365 services. These services are causing higher latency and lower throughput for users in your network as compared to other users in your area. -Details for this insight include: +- 3a What does this insight mean? -- Office location -- Estimated percentage of total tenant user at the location -- Current network egress location -- Relevance of the egress location -- Distance between the location and the current egress point -- The date the condition was first detected -- The date the condition was resolved - -### What should I do? - -We recommend network egress as close as possible to the office location. Microsoft 365 traffic should route optimally to Microsoft's global network and to the nearest Microsoft 365 service front door. Having close network egress to users office locations also allows for improved performance as Microsoft expands both network points of presence and Microsoft 365 service front doors in the future. - -For more information about how to resolve this issue, see [Egress network connections locally](microsoft-365-network-connectivity-principles.md#egress-network-connections-locally) in [Microsoft 365 Network Connectivity Principles](microsoft-365-network-connectivity-principles.md). - -## Network intermediary device - -This insight displays if we detected devices between your users and Microsoft's network. We recommend that latency-sensitive Microsoft 365 network traffic bypass such devices. This recommendation is additionally described in [Microsoft 365 Network Connectivity Principles](microsoft-365-network-connectivity-principles.md). - -One network intermediary insight we show is SSL break and inspection when network intermediary devices intercept and decrypt critical Microsoft 365 network endpoints for Exchange, SharePoint, and Teams. - -### What does this mean? - -Network intermediary devices such as proxy servers, VPNs, and data loss prevention devices can affect performance and stability of Microsoft 365 clients where traffic is intermediated. - -### What should I do? - -Configure the network intermediary device that was detected to bypass processing for Microsoft 365 network traffic. - -## Better performance detected for customers near you - -This insight displays if the network insights service detects that a significant number of customers in your metro area have better performance than users at this office location. - -This insight is abbreviated as "Peers" in some summary views. - -> [!div class="mx-imgBorder"] -> ![Relative network performance.](../media/m365-mac-perf/m365-mac-perf-insights-detail-cust-near-you.png) - -### What does this mean? - -This insight examines the aggregate performance of Microsoft 365 customers in the same city as this office location. This insight displays if the average latency of your users is 10% greater than the average latency of neighboring tenants. - -### What should I do? - -There could be many reasons for this condition, including latency in your corporate network or ISP, bottlenecks, or architecture design issues. Examine the latency between each hop in the route between your office network and the current Microsoft 365 front door. For more information, see [Microsoft 365 Network Connectivity Principles](microsoft-365-network-connectivity-principles.md). - -## Use of a nonoptimal Exchange Online service front door - -This insight displays if the network insights service detects that users in a specific location aren't connecting to an optimal Exchange Online service front door. - -This insight is abbreviated as "Routing" in some summary views. - -> [!div class="mx-imgBorder"] -> ![Non-optimal EXO front door.](../media/m365-mac-perf/m365-mac-perf-insights-detail-front-door-exo.png) - -### What does this mean? - -We list Exchange Online service front doors that are suitable for use from the office location city. If the current test shows use of an Exchange Online service front door not on this list, then we make this recommendation. - -### What should I do? - -Network backhaul might cause use of a nonoptimal Exchange Online service front door, in which case we recommend local and direct network egress. If you have implemented a remote DNS Recursive Resolver server, we recommend aligning the server configuration with the network egress. - -## Use of a nonoptimal SharePoint service front door - -This insight displays if the network insights service detects that users in a specific location aren't connecting to the closest SharePoint service front door. - -This insight is abbreviated as "Afd" in some summary views. - -:::image type="content" alt-text="Screenshot of a summary view for a nonoptimal SPO front door usage." source="../media/m365-mac-perf/m365-mac-perf-insights-detail-front-door-spo.png"::: - -### What does this mean? - -We identify the SharePoint service front door that the test client is connecting to, and then we compare the office location city to the expected SharePoint service front door for that city. If the test client service front door and the expected service front door match, we recommend connecting to a SharePoint service front door closer to the office location. - -### What should I do? - -Network backhaul before the corporate network egress could cause nonoptimal SharePoint service front door use. If so, try local and direct network egress. Nonoptimal SharePoint service front door use could also be caused by a remote DNS Recursive Resolver server, in which case we recommend aligning the DNS Recursive Resolver server with the network egress. - -## Low download speed from SharePoint front door - -This insight displays if the network insights service detects that bandwidth between the specific office location and SharePoint is less than 1 MBps. - -This insight is abbreviated as "Throughput" in some summary views. - -### What does this mean? - -The download speed that a user can get from SharePoint and OneDrive service front doors is measured in megabytes per second (MBps). If this value is less than 1 MBps, then we provide this insight. - -### What should I do? - -To improve download speeds, your organization might need to increase bandwidth. Alternatively, network congestion might exist between computers at the office location and the SharePoint service front door. This condition restricts the download speed available to users even if sufficient bandwidth is available. - -## China user optimal network egress - -This insight displays if your organization has users in China connecting to your Microsoft 365 tenant in other geographic locations. - -### What does this mean? - -If your organization has private WAN connectivity, we recommend configuring a network WAN circuit from your office locations in China that have network egress to the Internet in any of the following locations: - -- Hong Kong Special Administrative Region -- Japan -- Taiwan -- South Korea -- Singapore -- Malaysia - -Internet egress farther away from users than these locations reduces performance, and egress in China might cause high latency and connectivity issues due to cross-border congestion. - -### What should I do? - -For more information about how to mitigate performance issues related to this insight, see [Microsoft 365 global tenant performance optimization for China users](microsoft-365-networking-china.md). - -## Exchange sampled connections affected by connectivity issues - -This insight shows when 50% or more of the sampled connections are affected. The impact is defined by the Exchange assessment being below 60% for each sample. - -### What does this mean? - -This insight indicates that most of your users likely experience issues with Outlook connecting to Exchange Online. The percentage of samples represents the percentage of users below 60 points. - -### What should I do? - -Enable office location network connectivity visibility if you haven't already done so. Identify which offices are affected by poor network connectivity and find ways to improve the network perimeter at each that connects the users to Microsoft's network. - -## SharePoint sampled connections affected by connectivity issues - -This insight shows when 50% or more of the sampled connections are affected. The impact is defined by the SharePoint assessment being below 40% for each sample. - -### What does this mean? - -This insight indicates that most of your users are likely experiencing issues with SharePoint and OneDrive. The percentage of samples represents the percentage of users who show below 40 points. - -### What should I do? - -Enable office location network connectivity visibility if you haven't already done so. Identify which offices are affected by poor network connectivity and find ways to improve the network perimeter at each that connects the users to Microsoft's network. + For traffic coming from your tenant users, we detected devices in the network path that perform interception by decrypting the HTTPS traffic to Microsoft 365 services. + +- 3b What should I do? + We recommend you bypass Microsoft 365 domains from TLS decryption, traffic interception, deep packet inspection, and network packet and content filtering. + ## Related articles [Network connectivity in the Microsoft 365 Admin Center](office-365-network-mac-perf-overview.md) diff --git a/microsoft-365/enterprise/office-365-network-mac-perf-nppdetails.md b/microsoft-365/enterprise/office-365-network-mac-perf-nppdetails.md index 59e34efe8ab..c0729f2ccd2 100644 --- a/microsoft-365/enterprise/office-365-network-mac-perf-nppdetails.md +++ b/microsoft-365/enterprise/office-365-network-mac-perf-nppdetails.md @@ -1,9 +1,10 @@ --- -title: "Network provider details in the Microsoft 365 Admin Center (PREVIEW)" +title: "Network provider details and connectivity attribution in the Microsoft 365 Admin Center" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/05/2024 +ms.reviewer: pandrew +ms.date: 03/26/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise @@ -16,38 +17,115 @@ ms.collection: - Ent_O365 - Strat_O365_Enterprise - must-keep -description: "Network provider connectivity attribution in the Microsoft 365 Admin Center" +description: "Network provider details and connectivity attribution in the Microsoft 365 Admin Center" ROBOTS: NOINDEX, NOFOLLOW --- -# Network provider details in the Microsoft 365 Admin Center +# Network provider details and connectivity attribution in the Microsoft 365 Admin Center We try to detect network provider device interference between your tenant users and Microsoft 365 services. Here are the types of device interference we can detect. Percentage refers to the percentage of media streams for Teams, and percentage of connections for Exchange and SharePoint. -## SSL break and inspect test +### SSL break and inspect test -This test detects a private or unknown certificate presented by a network device to your tenant users for data path connections to Microsoft 365 services, a private certificate is typically used when the network device intends to perform break and inspect operation at the SSL or TLS layer for those connections. We may not be able to show you the detected certificate issuer names due to privacy reasons. +This test detects a private or unknown certificate presented by a network device to your tenant users for data path connections to Microsoft 365 services, a private certificate is typically used when the network device intends to perform break and inspect operation at the SSL or TLS layer for those connections. We might not be able to show you the detected certificate issuer names due to privacy reasons. :::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppdetails-1.png" alt-text="SSL break and inspect test."::: -## Incorrect destination IP address detected +### Incorrect destination IP address detected This indicates that the destination endpoint representing Microsoft 365 endpoints have incorrect or unfamiliar IP addresses assigned to them. Typically, this means there's an intermediate network device acting as a proxy and we'll show you the incorrect or unfamiliar IP address detected. :::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppdetails-2.png" alt-text="Incorrect destination IP address detected."::: -## VPN or tunneling detected +### VPN or tunneling detected This indicates that the network taken to connect to Microsoft 365 endpoints involves a VPN or traffic tunneling. A VPN or traffic tunneling might cause backhaul of network traffic and lead to network performance issues that impacts user experience. :::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppdetails-3.png" alt-text="VPN or tunneling detected."::: -## No device interference detected +### No device interference detected This is aligned with our connectivity principles and indicates that there was no device interference detected between your tenant users and Microsoft 365 services. +## Network provider connectivity attribution + +### The network provider table + +In the Microsoft 365 Admin Center, you can view network providers in use by your users and we apportion network connectivity performance and availability experienced by your users to each. To access these reports in the Microsoft 365 Admin Center, select the **Health | Network connectivity** menu. + +:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-networktraffic.png" alt-text="Screenshot of the network provider traffic page in the admin center." lightbox="../media/m365-mac-perf/m365-mac-perf-nppux-networktraffic.png"::: + +When you navigate to the Network traffic tab, you'll see information about connectivity solutions from network providers that have been detected between Microsoft 365 users and Microsoft's network. + +Network providers are identified as one of the following: + +* **ISP** – Internet Service Provider that provides data transmission media such as terrestrial ISP, cellular ISP, or satellite ISP +* **Overlay** – An additional detected network provider providing other services such as VPN, Cloud Proxy, SD-WAN, and SASE +* **Corporate** – The customer owns detection attributes for network providers + +The top five network providers by network requests from your users are shown on the left. On the right is a historical chart showing the performance assessment of each of the top five network providers over time. You can adjust the time range back as far as two years although the default is one month. + +In the lower part of the page shows a table of all significant detected network providers. It can show these attributes for each network provider: + +* **Network provider name** – The network provider name from public contributions +* **Solution name** – Listed if a network provider has multiple network solutions which are measured separately +* **Percent of requests** – The percentage of requests for the specific provider for all your users +* **Performance** – The network assessment performance out of 100 attributed to this network provider +* **Work type** – Shows either remote, onsite, or remote and onsite +* **Type** – Shows either ISP, Overlay, or Corporate +* **Exchange Performance** – Exchange network assessment out of 100 +* **SharePoint Performance** – SharePoint network assessment out of 100 +* **Teams Performance** – Teams network assessment out of 100 +* **SharePoint Throughput** – SharePoint throughput aggregate with error margin in Megabytes per second +* **Exchange Latency** – Exchange TCP latency aggregate with error margin in milliseconds +* **Teams packet loss** – Teams UDP Packet loss in percent aggregate with error margin +* **Teams jitter** – Teams UDP Jitter with error margin in milliseconds +* **Teams latency** – Teams UDL latency with error margin in milliseconds +* **Availability** – The network availability as a percentage attributed to this network provider +* **Exchange Availability** – Exchange specific availability +* **SharePoint Availability** – SharePoint specific availability +* **Teams Availability** – Teams specific availability + +You can filter the table of network providers by connections from onsite corporate office locations or remote worker locations such as homes, cafés, hotels. + +If you select the network provider name a flyout appears showing details about that network provider. + +The flyout shows more information about a particular network provider. If this network provider is in the Microsoft 365 network partner program, then a **Setup info** section is shown with a link to configuration instructions that the network provider shares for optimal connectivity to Microsoft 365. + +The flyout also has a Location section which contains a link to open the **Network connectivity | Location** table filtered for this network provider. +If the network provider selected has an identified network insight causing poor Microsoft 365 user experience, then the flyout text provides recommendations for improvement. + +### Network providers by location + +The table of locations can be filtered by specific network providers. The table is filtered to only show locations where the specified network provider is detected. If multiple network providers are selected in the filter, then locations where any of them were detected are shown. + +:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-locationsnpp.png" alt-text="Screenshot of the network providers by location page in the admin center." lightbox="../media/m365-mac-perf/m365-mac-perf-nppux-locationsnpp.png"::: + +A network providers column is included in the table where network providers are shown as fit. The network providers are all shown in the details tab. + +### Top Providers for a location (Network Provider Index or NPI chart) + +The NPI chart shows the network providers with the highest performance for Microsoft 365 applications for customers who are in the same country/region and state as your office. We show availability and performance data related to these providers. This chart also has a target baseline that shows the best performance observed in the same country/region and state. + +:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-NPIChart-01222024.png" alt-text="Example of a network provider index chart that shows availability and performance for each network provider."::: + +> [!NOTE] +> The NPI chart is currently available only for the United States of America. The chart will be expanded soon to all locations globally. + +### Providers used at this location + +Below the NPI Chart is a list of network providers detected for your users at this specific office location. The table of network providers for this location has the following fields: + +:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-providers-at-location.png" alt-text="Image showing table of network providers detected for your users at this specific office location."::: + +* Network provider name +* Solution name +* Percent of requests +* Availability +* Performance + ## Related articles [Network connectivity in the Microsoft 365 admin center](office-365-network-mac-perf-overview.md) diff --git a/microsoft-365/enterprise/office-365-network-mac-perf-nppux.md b/microsoft-365/enterprise/office-365-network-mac-perf-nppux.md deleted file mode 100644 index 5a4ebd63198..00000000000 --- a/microsoft-365/enterprise/office-365-network-mac-perf-nppux.md +++ /dev/null @@ -1,107 +0,0 @@ ---- -title: "Network provider connectivity attribution in the Microsoft 365 Admin Center" -ms.author: kvice -author: kelleyvice-msft -manager: scotv -ms.date: 04/05/2024 -audience: Admin -ms.topic: article -ms.service: microsoft-365-enterprise -ms.subservice: network -ms.localizationpriority: medium -search.appverid: -- MET150 -ms.collection: -- scotvorg -- Ent_O365 -- Strat_O365_Enterprise -- must-keep -description: "Network provider connectivity attribution in the Microsoft 365 Admin Center" -ROBOTS: NOINDEX, NOFOLLOW ---- - -# Network provider connectivity attribution in the Microsoft 365 Admin Center - -## The network provider table - -In the Microsoft 365 Admin Center you can view network providers in use by your users and we apportion network connectivity performance and availability experienced by your users to each. To access these reports in the Microsoft 365 Admin Center, select the **Health | Network connectivity** menu. - -:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-networktraffic.png" alt-text="Screenshot of the network provider traffic page in the admin center." lightbox="../media/m365-mac-perf/m365-mac-perf-nppux-networktraffic.png"::: - -When you navigate to the Network traffic tab, you'll see information about connectivity solutions from network providers that have been detected between Office 365 users and Microsoft's network. - -Network providers are identified as either of the following: - -* **ISP** – Internet Service Provider that provides data transmission media such as terrestrial ISP, cellular ISP, or satellite ISP -* **Overlay** – An additional detected network provider providing other services such as VPN, Cloud Proxy, SD-WAN, and SASE -* **Corporate** – The customer owns detection attributes for network providers - -The top five network providers by network requests from your users are shown on the left. On the right is a historical chart showing the performance assessment of each of the top five network providers over time. You can adjust the time range back as far as two years though the default is one month. - -In the lower part of the page shows a table of all significant detected network providers. It can show these attributes for each network provider: - -* **Network provider name** – The network provider name from public contributions -* **Solution name** – Listed if a network provider has multiple network solutions which are measured separately -* **Percent of requests** – The percentage of requests for the specific provider for all your users -* **Performance** – The network assessment performance out of 100 attributed to this network provider -* **Work type** – Shows either remote, onsite, or remote and onsite -* **Type** – Shows either ISP, Overlay, or Corporate -* **Exchange Performance** – Exchange network assessment out of 100 -* **SharePoint Performance** – SharePoint network assessment out of 100 -* **Teams Performance** – Teams network assessment out of 100 -* **SharePoint Throughput** – SharePoint throughput aggregate with error margin in Megabytes per second -* **Exchange Latency** – Exchange TCP latency aggregate with error margin in milliseconds -* **Teams packet loss** – Teams UDP Packet loss in percent aggregate with error margin -* **Teams jitter** – Teams UDP Jitter with error margin in milliseconds -* **Teams latency** – Teams UDL latency with error margin in milliseconds -* **Availability** – The network availability as a percentage attributed to this network provider -* **Exchange Availability** – Exchange specific availability -* **SharePoint Availability** – SharePoint specific availability -* **Teams Availability** – Teams specific availability - -You can filter the table of network providers by connections from onsite corporate office locations or remote worker locations such as homes, cafés, hotels. - -If you click the network provider name a flyout will appear showing details about that network provider. - -The flyout shows more information about a particular network provider. If this network provider is in the Microsoft 365 network partner program, then a **Setup info** section will be shown with a link to configuration instructions that the network provider shares for optimal connectivity to Microsoft 365. - -The flyout also has a Location section which contains a link to open the **Network connectivity | Location** table filtered for this network provider. -If the network provider selected has an identified network insight causing poor Microsoft 365 user experience, then the flyout text will provide recommendations for improvement. - -## Network providers by location - -The table of locations can be filtered by specific network providers. The table will be filtered to only show locations where the specified network provider is detected. If multiple network providers are selected in the filter, then locations where any of them were detected are shown. - -:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-locationsnpp.png" alt-text="Screenshot of the network providers by location page in the admin center." lightbox="../media/m365-mac-perf/m365-mac-perf-nppux-locationsnpp.png"::: - -A network providers column is included in the table where network providers are shown as fit. The network providers are all shown in the details tab. - -## Top Providers for a location (Network Provider Index or NPI chart) - -The NPI chart shows the network providers with the highest performance for Office 365 applications for customers who are in the same country/region and state as your office. We show availability and performance data related to these providers. This chart also has a target baseline that shows the best performance observed in the same country/region and state. - -:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-NPIChart-01222024.png" alt-text="Example of a network provider index chart that shows availability and performance for each network provider."::: - -Note: NPI chart is currently available only for United States of America. The chart will be expanded soon to all locations globally. - -## Providers used at this location - -Below the NPI Chart is a list of network providers detected for your users at this specific office location. The Table of network providers for this location has the following fields: - -:::image type="content" source="../media/m365-mac-perf/m365-mac-perf-nppux-providers-at-location.png" alt-text="Image showing Table of network providers detected for your users at this specific office location."::: - -* Network provider name -* Solution name -* Percent of requests -* Availability -* Performance - -## Related articles - -[Network connectivity in the Microsoft 365 admin center](office-365-network-mac-perf-overview.md) - -[Network provider program data calculations](office-365-network-mac-perf-nppdata.md) - -[Microsoft 365 network assessment](office-365-network-mac-perf-score.md) - -[Microsoft 365 network connectivity test tool](office-365-network-mac-perf-onboarding-tool.md) diff --git a/microsoft-365/enterprise/office-365-network-mac-perf-onboarding-tool.md b/microsoft-365/enterprise/office-365-network-mac-perf-onboarding-tool.md index 485412721f7..50d286001f9 100644 --- a/microsoft-365/enterprise/office-365-network-mac-perf-onboarding-tool.md +++ b/microsoft-365/enterprise/office-365-network-mac-perf-onboarding-tool.md @@ -3,12 +3,13 @@ title: "Microsoft 365 network connectivity test tool" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 12/04/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise ms.subservice: network ms.localizationpriority: medium +ms.reviewer: roshanp search.appverid: - MET150 ms.collection: @@ -21,12 +22,12 @@ description: "Microsoft 365 network connectivity test tool" # Microsoft 365 network connectivity test tool -The Microsoft 365 network connectivity test tool is located at . It's an adjunct tool to the network assessment and network insights available in the Microsoft 365 admin center under the **Health | Connectivity** menu. +The Microsoft 365 network connectivity test tool is located at . It's an adjunct tool to the network assessment and network insights available in the Microsoft 365 admin center under the **Health | Connectivity** menu. [https://admin.cloud.microsoft/#/networkperformance](https://admin.cloud.microsoft/#/networkperformance) > [!NOTE] -> This document mentions the URL () for the Global version of this tool. For other versions, please refer to the table below for the corresponding URLs. +> This document refers to the URL (), the global version of this tool. For other versions, please refer to the table below for the corresponding URLs. -|Feature|Global service |US Government (GCC) | China operated by 21Vianet | +|Feature|Global service
|US Government (GCC)
| China operated by 21Vianet
| |:--|:--|:--|:--| |Anonymous test|✅|✅|✅| |Print report | ✅|✅|✅| @@ -36,7 +37,7 @@ The Microsoft 365 network connectivity test tool is located at (Public preview from mid of Dec 2024) |✖️|✖️| +|Tests for Microsoft 365 Copilot | ✅|✖️|✖️| |Multi-languages support: English, Chinese Simplified, Chinese Traditional, Japanese| ✅|✅|✅| |Testing from the command line| ✅|✖️|✅| |FAQ| ✅|✅|✅| @@ -48,27 +49,51 @@ The Microsoft 365 network connectivity test tool is located at [!div class="mx-imgBorder"] > ![Connectivity test tool.](../media/m365-mac-perf/m365-mac-perf-test-tool-page.png) -Network insights in the Microsoft 365 Admin Center are based on regular in-product measurements for your Microsoft 365 tenant, aggregated each day. In comparison, network insights from the Microsoft 365 network connectivity test are run locally in the tool. +Network insights in the Microsoft 365 admin center [https://admin.cloud.microsoft/#/networkperformance](https://admin.cloud.microsoft/#/networkperformance) are based on regular in-product measurements for your Microsoft 365 tenant, aggregated each day. In comparison, network insights from the Microsoft 365 network connectivity test tool [https://connectivity.m365.cloud.microsoft](https://connectivity.m365.cloud.microsoft/)are run locally in the tool. -In-product testing is limited, and running tests local to the user collects more data resulting in deeper insights. Network insights in the Microsoft 365 Admin Center show that there's a networking problem at a specific office location. The Microsoft 365 connectivity test can help to identify the root cause of that problem and provide a targeted performance improvement action. +In-product testing is limited, and running tests local to the user collects more data resulting in deeper insights. Network insights in the Microsoft 365 admin center show that there's a networking problem at a specific office location. When you use the Microsoft 365 connectivity test tool at a specific office location it can help to identify the root cause of that networking problem reported in the admin center and provide a targeted performance improvement action. -We recommend that these insights be used together where networking quality status can be assessed for each office location in the Microsoft 365 Admin Center. More specifics can be found after deployment of testing based on the Microsoft 365 connectivity test. +We recommend that these insights be used together where networking quality status can be assessed for each office location in the Microsoft 365 admin center. + +## When should I use this tool + +Here are some example scenarios for using the Microsoft 365 network connectivity test tool. + +#### Scenario 1 + +A user complains about being unable to access Microsoft 365 Copilot, and you suspect WebSocket protocol may be blocked for the user. You need to quickly validate if the WebSocket connection is successful for the user. You can ask the user to go to [the network connectivity test tool](https://connectivity.m365.cloud.microsoft/) and select **Run test**. This triggers a set of basic tests including a WebSocket connection test for Copilot, and the user will find the results of the test in the details pane. If WebSocket was blocked for the user, you wouldn't see a green tick but instead a warning to show that the WebSocket connection is blocked. + +![Connectivity test - web socket pass](media/office-365-network-mac-perf-onboarding-tool/websocketpass.jpg) + +![Connectivity test - WSS fail](media/office-365-network-mac-perf-onboarding-tool/wssfail.jpg) + +#### Scenario 2 + +You receive complaints from users in a branch office that they experience slow connection to Microsoft 365 services. You suspect this could be due to some recent network infrastructure changes at the branch office that results in higher network latency for the users. You can ask the users at the branch office to go to [the network connectivity test tool](https://connectivity.m365.cloud.microsoft/) and select **Run test**. This triggers a set of basic tests including tests to show the distance to network egress and network latency experienced by the user for Exchange online service. In the following screenshot you will notice that the user is based in Washington state and the network egress is in Arizona. This increases the network latency for the user and the result also shows that 33% of users in Washington state have better a network connection. + +![Connectivity test - network egress far away](media/office-365-network-mac-perf-onboarding-tool/networkegressfaraway.jpg) + +#### Scenario 3 + +You receive complaints from users in an office location that they experience broken page load while visiting SharePoint sites or Outlook web access or Microsoft admin center web pages. You suspect this could be due to some recent network infrastructure changes at the office location that results in blocked network connections to unified domains like `*.static.microsoft` or `*.usercontent.microsoft` domains. You can ask the users at the branch office to go to [the network connectivity test tool](https://connectivity.m365.cloud.microsoft/) and run the advanced diagnostics test by downloading and running the exe. The results will show you if there are any network connections blocked for the required Microsoft 365 domains published in the article [Microsoft 365 URLs and IP address ranges](https://aka.ms/m365endpoints). + +![Connectivity test - unified domains blocked](media/office-365-network-mac-perf-onboarding-tool/unifieddomainsblocked.jpg) ## What happens at each test step ### Office location identification -When you select the *Run test* button, we show the running test page and identify the office location. You can type in your location by city, state, and country/region or choose to have it detected for you. If you detect the office location, the tool requests the latitude and longitude from the web browser and limits the accuracy to 300 meters by 300 meters before use. It's not necessary to identify the location more accurately than the building to measure network performance. +When you select the **Run test** button, we show the running test page and identify the office location. You can type in your location by city, state, and country/region, or choose to have it detected for you. If you detect the office location, the tool requests the latitude and longitude from the web browser and limits the accuracy to 300 meters by 300 meters. It's not necessary to identify the location more accurately than the building to measure network performance. ### JavaScript tests -After office location identification, we run a TCP latency test in JavaScript and we request data from the service about in-use and recommended Microsoft 365 service front door servers. When these tests are completed, we show them on the map and in the details tab where they can be viewed before the next step. +After office location identification, we run a TCP latency test in JavaScript and request data from the service about in-use and recommended Microsoft 365 service front door servers. When these tests are completed, we show them on the map and in the details tab where they can be viewed before the next step. ### Download the advanced tests client application Next, we start the download of the advanced tests client application. We rely on the user to launch the client application and they must also have .NET 6.0 Runtime installed. -There are two parts to the Microsoft 365 network connectivity test: the web site and a downloadable Windows client application that runs advanced network connectivity tests. Most of the tests require the application to be run. It populates results back into the web page as it runs. +There are two parts to the Microsoft 365 network connectivity test: the web site and a downloadable Windows client application that runs advanced network connectivity tests. Most of the tests require the application to be run, which populates results back into the web page as it runs. You'll be prompted to download the advanced client test application from the web site after the web browser tests have completed. Open and run the file when prompted. @@ -177,6 +202,25 @@ The location looked up from the network egress IP Address might not be accurate This network insight affects the selection of the Exchange Online service front door. To address this insight local and direct network egress should be a prerequisite and then DNS Recursive Resolver should be located close to that network egress. +### Microsoft 365 Copilot + +The tests for Microsoft 365 Copilot generally available worldwide from 2025-3-25. The feature allow users to test the network connectivity, websocket enablement and latency of the major endpoints of Microsoft 365 Copilot, and also supports mobile device testing. + +You can read more about the network requirements for Microsoft 365 Copilot in [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). + +#### Microsoft 365 Copilot HTTP Connectivity + +We will test the HTTP connectivity for specific endpoints to ensure your connection to Microsoft 365 Copilot services is functioning properly. If you are on a managed network, please contact your IT or network administrator to add `*.cloud.microsoft` and `*.office.com` to the allow list. For more information, refer to the [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). + +#### Microsoft 365 Copilot Web Socket Enablement + +Microsoft 365 Copilot uses WebSocket (WSS) as its communication protocol. If you are on a managed network, please contact your IT or network administrator to enable WebSocket (WSS) connectivity for Microsoft 365 Copilot domains. For additional details, see the [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). + +#### Microsoft 365 Copilot Latency + +We will measure the average latency for Microsoft 365 Copilot endpoints. Please ensure WebSocket support is enabled. If the latency exceeds 250ms, it may result in a slower experience with Microsoft 365 Copilot. For more information, refer to the [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). + + ### Exchange Online This section shows test results related to Exchange Online. @@ -254,34 +298,8 @@ This section shows the results of an ICMP traceroute to the Exchange Online serv > [!NOTE] > In reports generated in different versions, the addresses you see above may also vary slightly. -### Microsoft 365 Copilot - -The public preview of tests for Microsoft 365 Copilot begins in December 2024. You can navigate to or click the link on the home page to get started. - -![The home page of connectivity test tool](../media/m365-mac-perf/mct-copilot-homepage.png) - -The feature allow users to test the network connectivity, websocket enablement and latency of the major endpoints of Microsoft 365 Copilot, and also supports mobile device testing. - -You can read more about the network requirements for Microsoft 365 Copilot in [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). - -> [!NOTE] -> This feature is currently only available in the global version of the tool, and it is in public preview. - -![The result page of tests for Copilot](../media/m365-mac-perf/mct-copilot-resultpae.png) -#### Microsoft 365 Copilot HTTP Connectivity - -We will test the HTTP connectivity for specific endpoints to ensure your connection to Microsoft 365 Copilot services is functioning properly. If you are on a managed network, please contact your IT or network administrator to add `*.cloud.microsoft` and `*.office.com` to the allow list. For more information, refer to the [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). - -#### Microsoft 365 Copilot Web Socket Enablement - -Microsoft 365 Copilot uses WebSocket (WSS) as its communication protocol. If you are on a managed network, please contact your IT or network administrator to enable WebSocket (WSS) connectivity for Microsoft 365 Copilot domains. For additional details, see the [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). - -#### Microsoft 365 Copilot Latency - -We will measure the average latency for Microsoft 365 Copilot endpoints. Please ensure WebSocket support is enabled. If the latency exceeds 250ms, it may result in a slower experience with Microsoft 365 Copilot. For more information, refer to the [Microsoft 365 Copilot requirements](/copilot/microsoft-365/microsoft-365-copilot-requirements#network-requirements). - ## Connectivity reports @@ -301,7 +319,7 @@ This shows any significant health issues with Microsoft's global network, which We provide a command line executable that can be used by your remote deployment, execution tools and run the same tests as are available in the Microsoft 365 network connectivity test tool web site. -The command line test tool can be downloaded here: [Command Line Tool](https://connectivity.office.com/api/AnonymousConnectivityTest/DownloadStandAloneRichClient) +The command line test tool can be downloaded here: [Command Line Tool](https://connectivity.m365.cloud.microsoft/api/AnonymousConnectivityTest/DownloadStandAloneRichClient) You can run it by double clicking the executable in Windows File Explorer, or you can start it from a command prompt, or you can schedule it with task scheduler. diff --git a/microsoft-365/enterprise/office-365-network-mac-perf-overview.md b/microsoft-365/enterprise/office-365-network-mac-perf-overview.md index 83f7db20bfa..0de44b0a695 100644 --- a/microsoft-365/enterprise/office-365-network-mac-perf-overview.md +++ b/microsoft-365/enterprise/office-365-network-mac-perf-overview.md @@ -3,7 +3,7 @@ title: "Network connectivity in the Microsoft 365 Admin Center" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/05/2024 +ms.date: 04/02/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-enterprise @@ -46,7 +46,7 @@ To get started, turn on your location opt-in setting to automatically collect da ### 1. Enable Windows Location Services -For this option, you must have at least two computers running at each office location that support the prerequisites. OneDrive for Windows version must be up-to-date and installed on each computer. Network tests are only run no more than once a day at a random time. Network measurements will be added to other Office 365 client applications soon. +For this option, you must have at least two computers running at each office location that support the prerequisites. OneDrive for Windows version must be up-to-date and installed on each computer. Network tests are only run no more than once a day at a random time. Network measurements will be added to other Microsoft 365 client applications soon. Windows Location Service must be consented on the machines. You can test this by running the **Maps** app and locating yourself. It can be enabled on a single machine with **Settings | Privacy | Location** where the setting _Allow apps to access your location_ must be enabled. Windows Location Services consent can be deployed to PCs using MDM or Group Policy with the setting _LetAppsAccessLocation_. @@ -63,7 +63,12 @@ Measurement samples and office locations should start to appear 24 hours after t For this option, neither Windows Location Services nor Wi-Fi is required. Your OneDrive for Windows version must be up-to-date and installed on at least one computer at the location and you must know your LAN subnet information for each of your offices. This option allows multiple office locations per city and you can name your office locations. You can also upload them from other sources. -Make sure that you also add locations in the **locations page** or import those from a CSV file. The locations added must include your office LAN subnet information. In the dialog for adding or editing a location, you can specify a number of LAN subnets and a number of public egress IP subnets. The LAN subnets are required and one of them must match the LAN subnet attribute on a received network assessment for results to show up. We now support matching of all subnets under a given network when you add locations using LAN subnets. The main advantage with this is, you no longer need to define exact matches for LAN subnets when you add locations. For example, you added a location using /20 as the LAN subnet definition, in the network assessment we received a LAN subnet attribute containing /24 which is part of the supernet you defined using /20 and there's no other specific match for the /24 subnet, we'll map this network assessment to the location you added using the /20 LAN subnet definition. +Make sure that you also add locations in the **locations page** or import those from a CSV file. The locations added must include your office LAN subnet information. In the dialog for adding or editing a location, you can specify a number of LAN subnets and a number of public egress IP subnets. The LAN subnets are required and one of them must match the LAN subnet attribute on a received network assessment for results to show up. We now support matching of all subnets under a given network when you add locations using LAN subnets. The main advantage is that you no longer need to define exact matches for LAN subnets when you add locations. For example, if you added a location using /20 as the LAN subnet definition, in the network assessment we received a LAN subnet attribute containing /24 which is part of the supernet you defined using /20 and there's no other specific match for the /24 subnet, we'll map this network assessment to the location you added using the /20 LAN subnet definition. + +To access the locations page: + +1. In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go to **Health > Network connectivity**. +1. Select the **Locations** tab. From here, you can manually add locations and view locations that were added automatically. Usually, LAN subnets are private IP address ranges as defined in RFC1918 such that the use of public IP addresses as the LAN subnets is likely to be incorrect. The dialog shows suggestions of LAN subnets that have been seen in recent network assessment tests for your organization so that you can choose. @@ -75,14 +80,14 @@ All test measurements from client machines include the LAN subnet information, w ### 3. Manually gather test reports with the Microsoft 365 network connectivity test tool -For this option, you need to identify a person at each location. Ask them to browse to [Microsoft 365 network connectivity test](https://connectivity.office.com) on a Windows machine on which they have administrative permissions. On the web site, they need to sign in to their Office 365 account for the same organization that you want to see the results. Then they should click **Run test**. During the test, there's a downloaded Connectivity test EXE. They need to open and execute that. Once the tests are completed, the test result is uploaded to the Admin Center. +For this option, you need to identify a person who can run the test at each location. Ask them to browse to [Microsoft 365 network connectivity test](https://connectivity.office.com) on a Windows machine on which they have administrative permissions. On the web site, they need to sign in to their Microsoft 365 account for the same organization that you want to see the results. Then they should click **Run test**. During the test, there's a downloaded **Connectivity test EXE** file. They should open and execute the file. Once the tests are completed, the test result is uploaded to the Admin Center. Test reports are linked to a location if it was added with LAN subnet information, otherwise they're shown at the discovered City location only. Measurement samples and office locations should start to appear 2-3 minutes after a test report is completed. For more information, see [Microsoft 365 network connectivity test](office-365-network-mac-perf-onboarding-tool.md). > [!NOTE] -> Currently, When adding your office locations to Microsoft 365 network connectivity in the Microsoft 365 admin center, you can provide only IPv4 addresses for your LAN subnets. Egress IP addresses must use IPv4. +> Currently, when adding your office locations to Microsoft 365 network connectivity in the Microsoft 365 admin center, you can provide only IPv4 addresses for your LAN subnets. Egress IP addresses must use IPv4. ## How do I use this information? @@ -101,7 +106,7 @@ Many enterprises have network perimeter configurations, which have grown over ti ## How we can solve these challenges -Enterprises can improve general user experience and secure their environment by following [Office 365 connectivity principles](./microsoft-365-network-connectivity-principles.md) and by using the Microsoft 365 Admin Center network connectivity feature. In most cases, following these general principles will have a significant positive impact on end-user latency, service reliability, and overall performance of Microsoft 365. +Enterprises can improve general user experience and secure their environment by following the [Microsoft 365 connectivity principles](./microsoft-365-network-connectivity-principles.md) and by using the Microsoft 365 Admin Center network connectivity feature. In most cases, following these general principles will have a significant positive impact on end-user latency, service reliability, and overall performance of Microsoft 365. Microsoft is sometimes asked to investigate network performance issues with Microsoft 365 for large enterprise customers, and these frequently have a root cause related to the customer's network perimeter infrastructure. When a common root cause of a customer network perimeter issue is found, we seek to identify simple test measurements. A test with a measurement threshold that identifies a specific problem is valuable because we can test the same measurement at any location, tell whether this root cause is present there and share it as a network insight with the administrator. @@ -132,7 +137,7 @@ We classify network traffic logs as remote or onsite users and show their percen Home user networking insights are aggregated and reported at a city level and limited to cities with a minimum of five remote employees. We aren't identifying individual employees working from home. -Locations are auto classified as onsite or remote, however, you have the option to enter all your onsite egress IP addresses manually to ensure a 100% classification. If you decide to go this route, you'll have to check the **Enter all onsite egress IP addresses manually** checkbox in the Locations Settings flyout after adding all your egress IP addresses. When this is done, all network traffic logs from egress IP addresses you've marked as onsite will always be classified as offices and every other egress IP address will be classified as remote. +Locations are auto classified as onsite or remote, however, you have the option to enter all your onsite egress IP addresses manually to ensure a 100% classification. If you decide to go this route, you'll have to check the **Enter all onsite egress IP addresses manually** checkbox in the **Locations Settings** flyout after adding all your egress IP addresses. When this is done, all network traffic logs from egress IP addresses you've marked as onsite will always be classified as offices and every other egress IP address will be classified as remote. ## Specific office location network performance summary and insights @@ -192,14 +197,14 @@ In the CSV file, a discovered city location shows in the userEntered column as b 1. **Egress IP Address ranges 1-5** (optional): For each range, enter the circuit name followed by a space separated list of valid IPv4 CIDR addresses. These values are used to differentiate multiple office locations where you use the same LAN subnet IP Addresses. Egress IP Address ranges all must be /24 network size and the /24 isn't included in the input. 1. **LanIps** (required): List the LAN subnet ranges in use at this office location. LAN subnet IDs need to have a CIDR network size included where the network size can be between /8 and /29. Multiple LAN subnet ranges can be separated by a comma or a semicolon. -1. When you have added your office locations and saved the file, click the **Browse** button next to the **Upload the completed** field and select the saved CSV file. +1. When you have added your office locations and saved the file, select the **Browse** button next to the **Upload the completed** field and select the saved CSV file. -1. The file will be automatically validated. If there are validation errors, you'll see the error message: _There are some errors in the import file. Review the errors, correct the import file, and then try again._ Click the link **Open error details** for a list of specific field validation errors. +1. The file will be automatically validated. If there are validation errors, you'll see the error message: _There are some errors in the import file. Review the errors, correct the import file, and then try again._ Select **Open error details** for a list of specific field validation errors. > [!div class="mx-imgBorder"] > ![CSV import error message.](../media/m365-mac-perf/m365-mac-perf-import-error.png) -1. If there are no errors in the file, you'll see the message: _The report is ready. Found x locations to add and x locations to update._ Click the **Import** button to upload the CSV. +1. If there are no errors in the file, you'll see the message: _The report is ready. Found x locations to add and x locations to update._ Select the **Import** button to upload the CSV. > [!div class="mx-imgBorder"] > ![CSV import ready message.](../media/m365-mac-perf/m365-mac-perf-import-ready.png) @@ -208,21 +213,21 @@ In the CSV file, a discovered city location shows in the userEntered column as b If you've uploaded building data to your Call Quality Dashboard, you can add those locations here to start assessing their network connectivity. This won't affect your existing locations. -[Go to Tenant Data Upload](https://cqd.teams.microsoft.com/spd/#/TenantDataUpload) in Call Quality Dashboard. If you've uploaded your building data, you'll see an option to download it to a .tsv file. Download the .tsv file from Call Quality Dashboard, then upload it in the CQD flyout following the steps below. If you want to create the .tsv file manually, please align the schema with that in Upload building data file, or try the CSV Import for LAN subnet office locations instead. +Go to [Tenant Data Upload](https://cqd.teams.microsoft.com/spd/#/TenantDataUpload) in the **Call Quality Dashboard (CQD)**. If you've uploaded your building data, you'll see an option to download it to a .tsv file. Download the .tsv file from Call Quality Dashboard, then upload it in the CQD flyout following the steps below. If you want to create the .tsv file manually, please align the schema with that in Upload building data file, or try the CSV Import for LAN subnet office locations instead. -1. In the main Connectivity to Microsoft 365 window, click the **Locations** tab. +1. In the main Connectivity to Microsoft 365 window, select the **Locations** tab. -2. Click the **Manage multiple locations** button just above the locations list. +2. Select the **Manage multiple locations** button just above the locations list. > [!div class="mx-imgBorder"] > ![Manage multiple locations menu.](../media/m365-mac-perf/m365-mac-perf-import-cqd-manage-multiple.png) -3. Click the **Add locations from Call Quality Dashboard**, the **Add locations from Call Quality Dashboard** flyout will appear. +3. Select the **Add locations from Call Quality Dashboard**, the **Add locations from Call Quality Dashboard** flyout will appear. > [!div class="mx-imgBorder"] > ![Add locations from Call Quality Dashboard flyout.](../media/m365-mac-perf/m365-mac-perf-import-cqd-add-locations.png) -4. Click the **Browse** button next to the **Select a .tsv file to upload** field and select the saved TSV file. Make sure the value in the file is tab separated. +4. Select the **Browse** button next to the **Select a .tsv file to upload** field and select the saved TSV file. Make sure the value in the file is tab separated. 5. The file will be automatically validated and parsed to the list of office locations. If there are validation errors, the **We couldn't upload your file** flyout appears to list the errors. @@ -234,19 +239,17 @@ If you've uploaded building data to your Call Quality Dashboard, you can add tho > [!div class="mx-imgBorder"] > ![Select a .tsc file to upload.](../media/m365-mac-perf/m365-mac-perf-import-cqd-select-tsv.png) -7. Click **Upload** button at the bottom of the panel to upload the office locations. - -## Understanding test sampling +7. Select **Upload** button at the bottom of the panel to upload the office locations. -## FAQ +## FAQ - Understanding test sampling ### What role is needed to access Network Connectivity in Microsoft 365 Admin Center? -You'll need the Network Administrator role. +You'll need to sign in with an account that is a member of the Network Administrator role. ### What is a Microsoft 365 service front door? -The Microsoft 365 service front door is an entry point on Microsoft's global network where Office clients and services terminate their network connection. For an optimal network connection to Microsoft 365, it's recommended that your network connection is terminated into the closest Microsoft 365 front door. +The Microsoft 365 service front door is an entry point on Microsoft's global network where Office clients and services terminate their network connection. For an optimal network connection to Microsoft 365, it's recommended that your network connection is terminated at the closest Microsoft 365 front door. > [!NOTE] > Microsoft 365 service front door has no direct relationship to the Azure Front Door Service product available in the Azure marketplace. diff --git a/microsoft-365/enterprise/performance-troubleshooting-plan.md b/microsoft-365/enterprise/performance-troubleshooting-plan.md index 0d75f012cb2..069de9b7d8b 100644 --- a/microsoft-365/enterprise/performance-troubleshooting-plan.md +++ b/microsoft-365/enterprise/performance-troubleshooting-plan.md @@ -1,9 +1,9 @@ --- -title: "Performance troubleshooting plan for Office 365" +title: "Performance troubleshooting plan for Microsoft 365" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/12/2024 +ms.date: 03/12/2025 audience: Admin ms.topic: troubleshooting-general ms.service: microsoft-365-enterprise @@ -24,16 +24,16 @@ ms.collection: - M365-security-compliance - Ent_O365 - must-keep -description: This article can help you troubleshoot Office 365 performance issues and even fix some of the most common issues. +description: This article can help you troubleshoot Microsoft 365 performance issues and even fix some of the most common issues. --- -# Performance troubleshooting plan for Office 365 +# Performance troubleshooting plan for Microsoft 365 -Do you need to know the steps to take to identify and fix lags, hangs, and slow performance between SharePoint, OneDrive, Exchange Online, or Skype for Business Online, and your client computer? Before you call support, this article can help you troubleshoot Office 365 performance issues and even fix some of the most common issues. +Do you need to know the steps to take to identify and fix lags, hangs, and slow performance between SharePoint, OneDrive, Exchange Online, or Skype for Business Online, and your client computer? Before you call support, this article can help you troubleshoot Microsoft 365 performance issues and even fix some of the most common issues. This article is actually a sample action plan that you can use to capture valuable data about your performance issue as it's happening. Some top issues are also included in this article. -If you're new to network performance and want to make a long term plan to monitor performance between your client machines and Office 365, take a look at [Office 365 performance tuning and troubleshooting - Admin and IT Pro](performance-tuning-using-baselines-and-history.md). +If you're new to network performance and want to make a long term plan to monitor performance between your client machines and Microsoft 365, take a look at [Microsoft 365 performance tuning and troubleshooting - Admin and IT Pro](performance-tuning-using-baselines-and-history.md). ## Sample performance troubleshooting action plan @@ -55,10 +55,10 @@ This action plan contains two parts; a preparation phase, and a logging phase. I - Start your Netmon capture (or network tracing tool). - Clear your DNS cache on the client computer from the command line by typing ipconfig /flushdns. - Start a new browser session and turn on HTTPWatch. -- Optional: If you're testing Exchange Online, run the Exchange Client Performance Analyzer tool from the Office 365 admin console. +- Optional: If you're testing Exchange Online, run the Exchange Client Performance Analyzer tool from the Microsoft 365 admin console. - Reproduce the exact steps that cause the performance issue. - Stop your Netmon or other tool's trace. -- At the command line, run a trace route to your Office 365 subscription by typing the following command and then pressing ENTER: +- At the command line, run a trace route to your Microsoft 365 subscription by typing the following command and then pressing ENTER: ``` cmd tracert .onmicrosoft.com @@ -84,7 +84,7 @@ Why? By flushing out the DNS cache, you're starting your tests with a clean slat ## Netmon -Microsoft's Network Monitoring tool ([Netmon](https://www.microsoft.com/download/details.aspx?id=4865)) analyzes packets (network traffic) that passes between computers on networks. By using Netmon to trace traffic with Office 365 you can capture, view, and read packet headers, identify intervening devices, check important settings on network hardware, look for dropped packets, and follow the flow of traffic between computers on your corporate network and Office 365. Because the actual body of the traffic is encrypted, that is, it travels on port 443 via SSL/TLS, you can't read the files being sent. Instead, you get an unfiltered trace of the path that the packet takes which can help you track down the problem behavior. +Microsoft's Network Monitoring tool ([Netmon](https://www.microsoft.com/download/details.aspx?id=4865)) analyzes packets (network traffic) that passes between computers on networks. By using Netmon to trace traffic with Microsoft 365 you can capture, view, and read packet headers, identify intervening devices, check important settings on network hardware, look for dropped packets, and follow the flow of traffic between computers on your corporate network and Microsoft 365. Because the actual body of the traffic is encrypted, that is, it travels on port 443 via SSL/TLS, you can't read the files being sent. Instead, you get an unfiltered trace of the path that the packet takes which can help you track down the problem behavior. Be sure you don't apply a filter at this time. Instead, run through the steps and demonstrate the problem before stopping the trace and saving. @@ -123,7 +123,7 @@ In the past, HTTPWatch has been associated with both the Commands and the Explor 3. **Save** the HTTPWatch or **Send by Email**. Remember to name the file so that it includes date and time information and an indication of whether your Watch contains a demonstration of good or bad performance. -![HTTPWatch showing the Network tab for a page load of the Office 365 homepage.](../media/021a2c64-d581-49fd-adf4-4c364f589d75.PNG) +![HTTPWatch showing the Network tab for a page load of the Microsoft 365 homepage.](../media/021a2c64-d581-49fd-adf4-4c364f589d75.PNG) This screenshot is from the Professional version of HTTPWatch. You can open traces taken in the Basic Version on a computer with a Professional version and read it there. Extra information might be available from the trace through that method. @@ -149,15 +149,15 @@ The date and time is recorded for you. This links your PSR to your Netmon trace It isn't possible to teach everything about network and performance troubleshooting that someone would need to know via an article. Getting good at performance takes experience, and knowledge of how your network works and usually performs. But it's possible to round up a list of top issues and show how tools can make it easier for you to eliminate the most common problems. -If you want to pick up skills reading network traces for your Office 365 sites, there's no better teacher than creating traces of page loads regularly and gaining experience reading them. For example, when you have a chance, load an Office 365 service and trace the process. Filter the trace for DNS traffic, or search the FrameData for the name of the service you browsed. Scan the trace to get an idea of the steps that occur when the service loads. This helps you learn what normal page load should look like, and in the case of troubleshooting, particularly around performance, comparing good to bad traces can teach you a lot. +If you want to pick up skills reading network traces for your Microsoft 365 sites, there's no better teacher than creating traces of page loads regularly and gaining experience reading them. For example, when you have a chance, load an Microsoft 365 service and trace the process. Filter the trace for DNS traffic, or search the FrameData for the name of the service you browsed. Scan the trace to get an idea of the steps that occur when the service loads. This helps you learn what normal page load should look like, and in the case of troubleshooting, particularly around performance, comparing good to bad traces can teach you a lot. Netmon uses Microsoft Intellisense in the Display filter field. Intellisense, or intelligent code completion, is that trick where you type in a period and all available options are displayed in a drop-down selection box. For example, you're worried about TCP window scaling, you can find your way to a filter (such as `.protocol.tcp.window < 100`) by this means. ![Screenshot of Netmon showing that the Display Filter field uses intellisense.](../media/75a56c11-9a60-47ee-a100-aabdfb1ba10f.PNG) -Netmon traces can have a lot of traffic in them. If you aren't experienced with reading them, it's likely you'll be overwhelmed opening the trace the first time. The first thing to do is separate the signal from the background noise in the trace. You tested against Office 365, and that's the traffic you want to see. If you're used to navigating through traces, you might not need this list. +Netmon traces can have a lot of traffic in them. If you aren't experienced with reading them, it's likely you'll be overwhelmed opening the trace the first time. The first thing to do is separate the signal from the background noise in the trace. You tested against Microsoft 365, and that's the traffic you want to see. If you're used to navigating through traces, you might not need this list. -Traffic between your client and Office 365 travels via TLS, which means that the body of the traffic will be encrypted and not readable in a generic Netmon trace. Your performance analysis doesn't need to know the specifics of the information in the packet. It is, however, very interested in packet headers and the information that they contain. +Traffic between your client and Microsoft 365 travels via TLS, which means that the body of the traffic will be encrypted and not readable in a generic Netmon trace. Your performance analysis doesn't need to know the specifics of the information in the packet. It is, however, very interested in packet headers and the information that they contain. ### Tips to get a good trace @@ -165,7 +165,7 @@ Traffic between your client and Office 365 travels via TLS, which means that the - Flush your DNS resolver cache and, if possible, close all browsers except the one in which you're running your tests. If you aren't able to do this, for instance, if support is using some browser-based tool to see your client computer's desktop, be prepared to filter your trace. -- In a busy trace, locate the Office 365 service that you're using. If you have never or seldom seen your traffic before, this is a helpful step in separating the performance issue from other network noise. There are a few ways to do this. Directly before your test, you can use _ping_ or _PsPing_ against the URL of the specific service (`ping outlook.office365.com` or `psping -4 microsoft-my.sharepoint.com:443`, for example). You can also easily find that ping or PsPing in a Netmon trace (by its process name). That will give you a place to start looking. +- In a busy trace, locate the Microsoft 365 service that you're using. If you have never or seldom seen your traffic before, this is a helpful step in separating the performance issue from other network noise. There are a few ways to do this. Directly before your test, you can use _ping_ or _PsPing_ against the URL of the specific service (`ping outlook.office365.com` or `psping -4 microsoft-my.sharepoint.com:443`, for example). You can also easily find that ping or PsPing in a Netmon trace (by its process name). That will give you a place to start looking. If you're only using Netmon tracing at the time of the problem, that's okay too. To orient yourself, use a filter like `ContainsBin(FrameData, ASCII, "office")` or `ContainsBin(FrameData, ASCII, "outlook")`. You can record your frame number from the trace file. You might also want to scroll the _Frame Summary_ pane all the way to the right and look for the Conversation ID column. There's a number indicated there for the ID of this specific conversation that you can also record and look at in isolation later. Remember to remove this filter before applying any other filtering. @@ -176,11 +176,11 @@ If you're only using Netmon tracing at the time of the problem, that's okay too. ![Netmon trace from the client showing the same PSPing command through the filter TCP.Flags.Syn == 1.](../media/0ae7ef7d-e003-4d01-a006-dc49bd1fcef2.PNG) -Get familiar with your traffic, and learn to locate the information you need. For example, learn to determine which packet in the trace has the first reference to the Office 365 service you're using (like "Outlook"). +Get familiar with your traffic, and learn to locate the information you need. For example, learn to determine which packet in the trace has the first reference to the Microsoft 365 service you're using (like "Outlook"). -Taking Office 365 Outlook Online as an example, the traffic begins something like this: +Taking Microsoft 365 Outlook Online as an example, the traffic begins something like this: -- DNS Standard Query and DNS Response for outlook.office365.com with matching QueryIDs. It's important to note the time offset for this turn-around, and where in the world the Office 365 Global DNS sends the request for name resolution. Ideally, as locally as possible, rather than halfway across the world. +- DNS Standard Query and DNS Response for outlook.office365.com with matching QueryIDs. It's important to note the time offset for this turn-around, and where in the world the Microsoft 365 Global DNS sends the request for name resolution. Ideally, as locally as possible, rather than halfway across the world. - An HTTP GET Request whose status report Moved Permanently (301) @@ -190,7 +190,7 @@ Taking Office 365 Outlook Online as an example, the traffic begins something lik - Then a series of TLS:TLS traffic, which is where the TLS handshake and TLS certificate conversations take place. (Remember the data is encrypted via SSL/TLS.) -All parts of the traffic are important and connected, but small portions of the trace contain information important in terms of performance troubleshooting, so we'll focus on those areas. Also, since we've done enough Office 365 performance troubleshooting at Microsoft to compile a Top 10 list of common problems, we'll focus on those issues and how to use the tools we have to root them out next. +All parts of the traffic are important and connected, but small portions of the trace contain information important in terms of performance troubleshooting, so we'll focus on those areas. Also, since we've done enough Microsoft 365 performance troubleshooting at Microsoft to compile a Top 10 list of common problems, we'll focus on those issues and how to use the tools we have to root them out next. If you haven't installed them already, the matrix below makes use of several tools where ever possible. Links are provided to the installation points. The list includes common network tracing tools like [Netmon](https://www.microsoft.com/download/details.aspx?id=4865) and [Wireshark](https://www.wireshark.org/), but use any tracing tool you're comfortable with, and in which you're accustomed to filtering network traffic. When you're testing, remember: @@ -235,12 +235,12 @@ When connections are terminated by proxy or firewall devices, the client isn't i #### What to look for -In Netmon, look at the Time Offset field for a round-trip. A round-trip is the time between client sending a request to the server and receiving a response back. Check between the Client and the egress point (ex. Client --\> Proxy), or the Client to Office 365 (Client --\> Office 365). You can see this in many types of packets. +In Netmon, look at the Time Offset field for a round-trip. A round-trip is the time between client sending a request to the server and receiving a response back. Check between the Client and the egress point (ex. Client --\> Proxy), or the Client to Microsoft 365 (Client --\> Microsoft 365). You can see this in many types of packets. As an example, the filter in Netmon may look like `.Protocol.IPv4.Address == 10.102.14.112 AND .Protocol.IPv4.Address == 10.201.114.12`, or, in Wireshark, `ip.addr == 10.102.14.112 && ip.addr == 10.201.114.12`. > [!TIP] -> Don't know if the IP address in your trace belongs to your DNS server? Try looking it up at the command line. Click **Start** \> **Run** \> and type **cmd**, or press **Windows Key** \> and type **cmd**. At the prompt, type `nslookup `. To test, use nslookup against your own computer's IP address. > To see a list of Microsoft's IP ranges, see [Office 365 URLs and IP address ranges](./urls-and-ip-address-ranges.md). +> Don't know if the IP address in your trace belongs to your DNS server? Try looking it up at the command line. Click **Start** \> **Run** \> and type **cmd**, or press **Windows Key** \> and type **cmd**. At the prompt, type `nslookup `. To test, use nslookup against your own computer's IP address. > To see a list of Microsoft's IP ranges, see [Microsoft 365 URLs and IP address ranges](./urls-and-ip-address-ranges.md). If there's a problem, expect long Time Offsets to appear, in this case (Outlook Online), particularly in TLS:TLS packets that show the passage of Application Data (for example, in Netmon you can find application data packets via `.Protocol.TLS AND Description == "TLS:TLS Rec Layer-1 SSL Application Data"`). You should see a smooth progression in the time across the session. If you see long delays when refreshing your Outlook Online, this could be caused by a high degree of resets being sent. @@ -248,7 +248,7 @@ If there's a problem, expect long Time Offsets to appear, in this case (Outlook Latency is a measure that can change a lot depending on many variables, such upgrading aging devices, adding a large number of users to a network, and the percentage of overall bandwidth consumed by other tasks on a network connection. -There are bandwidth calculators for Office 365 available from this [Network planning and performance tuning for Office 365](network-planning-and-performance.md) page. +There are bandwidth calculators for Microsoft 365 available from this [Network planning and performance tuning for Microsoft 365](network-planning-and-performance.md) page. Need to measure the speed of your connection, or your ISP connection's bandwidth? Try this site (or sites like it): [Speedtest Official Site](https://www.speedtest.net/), or query your favorite search engine for the phrase **speed test**. @@ -261,32 +261,32 @@ Need to measure the speed of your connection, or your ISP connection's bandwidth #### What to look for -To track latency in a trace, you'll benefit from having recorded the client computer IP address and the IP address of the DNS server in Office 365. This is for easier trace filtering. If you connect through a proxy, you'll need your client computer IP address, the proxy/egress IP address, and the Office 365 DNS IP address, to make the work easier. +To track latency in a trace, you'll benefit from having recorded the client computer IP address and the IP address of the DNS server in Microsoft 365. This is for easier trace filtering. If you connect through a proxy, you'll need your client computer IP address, the proxy/egress IP address, and the Microsoft 365 DNS IP address, to make the work easier. -A ping request sent to outlook.office365.com will tell you the name of the datacenter receiving the request, even if ping *might* not be able to connect to send the trademark consecutive ICMP packets. If you use PsPing (a free tool for download), and specific the port (443) and perhaps to use IPv4 (-4) you'll get an average round-trip-time for packets sent. This will work this for other URLs in the Office 365 services, like `psping -4 yourSite.sharepoint.com:443`. In fact, you can specify a number of pings to get a larger sample for your average, try something like `psping -4 -n 20 yourSite-my.sharepoint.com:443`. +A ping request sent to outlook.office365.com will tell you the name of the datacenter receiving the request, even if ping *might* not be able to connect to send the trademark consecutive ICMP packets. If you use PsPing (a free tool for download), and specific the port (443) and perhaps to use IPv4 (-4) you'll get an average round-trip-time for packets sent. This will work this for other URLs in the Microsoft 365 services, like `psping -4 yourSite.sharepoint.com:443`. In fact, you can specify a number of pings to get a larger sample for your average, try something like `psping -4 -n 20 yourSite-my.sharepoint.com:443`. > [!NOTE] -> PsPing doesn't send ICMP packets. It pings with TCP packets over a specific port, so you can use any one you know to be open. In Office 365, which uses SSL/TLS, try attaching port :443 to your PsPing. +> PsPing doesn't send ICMP packets. It pings with TCP packets over a specific port, so you can use any one you know to be open. In Microsoft 365, which uses SSL/TLS, try attaching port :443 to your PsPing. ![Screen shot that shows a ping resolving outlook.office365.com, and a PSPing with the 443 doing the same, but also reporting a 6.5ms average RTT.](../media/c64339f2-2c96-45b8-b168-c2a060430266.PNG) -If you loaded the slow performing Office 365 page while doing a network trace, you should filter a Netmon or Wireshark trace for `DNS`. This is one of the IPs we're looking for. +If you loaded the slow performing Microsoft 365 page while doing a network trace, you should filter a Netmon or Wireshark trace for `DNS`. This is one of the IPs we're looking for. Here are the steps to take to filter your Netmon to get the IP address (and take a look at DNS Latency). This example uses outlook.office365.com, but may also use the URL of a SharePoint tenant (hithere.sharepoint.com for example). 1. Ping the URL `ping outlook.office365.com` and, in the results, record the name and IP address of the DNS server the ping request was sent to. 2. Network trace opening the page, or doing the action that gives you the performance problem, or, if you see a high latency on the ping, itself, network trace it. -3. Open the trace in Netmon and filter for DNS (this filter also works in Wireshark, but is sensitive to case `-- dns`). Since you know the name of the DNS server from your ping you may also filter more speedily in Netmon like this: `DNS AND ContainsBin(FrameData, ASCII, "namnorthwest")`, which looks like this in Wireshark dns and frame contains "namnorthwest".
Open the response packet and, in the Netmon **Frame Details** window, click **DNS** to expand for more information. In the DNS information, you'll find the IP address of the DNS server the request went to in Office 365. You'll need this IP address for the next step (the PsPing tool). Remove the filter, right-click on the DNS Response in Netmon (**Frame Summary** \> **Find Conversations** \> **DNS**) to see the DNS Query and Response side-by-side. +3. Open the trace in Netmon and filter for DNS (this filter also works in Wireshark, but is sensitive to case `-- dns`). Since you know the name of the DNS server from your ping you may also filter more speedily in Netmon like this: `DNS AND ContainsBin(FrameData, ASCII, "namnorthwest")`, which looks like this in Wireshark dns and frame contains "namnorthwest".
Open the response packet and, in the Netmon **Frame Details** window, click **DNS** to expand for more information. In the DNS information, you'll find the IP address of the DNS server the request went to in Microsoft 365. You'll need this IP address for the next step (the PsPing tool). Remove the filter, right-click on the DNS Response in Netmon (**Frame Summary** \> **Find Conversations** \> **DNS**) to see the DNS Query and Response side-by-side. 4. In Netmon, also note the Time Offset column between the DNS Request and Response. In the next step, the easy-to-install and use [PsPing](/sysinternals/downloads/psping) tool comes in very handy, both because ICMP is often blocked on Firewalls, and because PsPing elegantly tracks latency in milliseconds. PsPing completes a TCP connection to an address and port (in our case open port 443). 5. Install PsPing. 6. Open a command prompt (Start \> Run \> type cmd, or Windows Key \> type cmd) and change directory to the directory where you installed PsPing to run the PsPing command. In my examples you can see I made a 'Perf' folder on the root of C. You can do the same for quick access. -7. Type the command so that you're making your PsPing against the IP address of the Office 365 DNS server from your earlier Netmon trace, including the port number, like `psping -n 20 132.245.24.82:445`. This will give you a sampling of 20 pings and average the latency when PsPing stops. +7. Type the command so that you're making your PsPing against the IP address of the Microsoft 365 DNS server from your earlier Netmon trace, including the port number, like `psping -n 20 132.245.24.82:445`. This will give you a sampling of 20 pings and average the latency when PsPing stops. -If you're going to Office 365 through a proxy server, the steps are a little different. First, PsPing to your proxy server to get an average latency value in milliseconds to proxy/egress and back, and then either run PsPing on the proxy, or on a computer with a direct Internet connection to get the missing value (the one to Office 365 and back). +If you're going to Microsoft 365 through a proxy server, the steps are a little different. First, PsPing to your proxy server to get an average latency value in milliseconds to proxy/egress and back, and then either run PsPing on the proxy, or on a computer with a direct Internet connection to get the missing value (the one to Microsoft 365 and back). -If you choose to run PsPing from the proxy, you'll have two millisecond values: Client computer to proxy server or egress point, and proxy server to Office 365. And you're done! Well, recording values, anyway. +If you choose to run PsPing from the proxy, you'll have two millisecond values: Client computer to proxy server or egress point, and proxy server to Microsoft 365. And you're done! Well, recording values, anyway. -If you run PsPing on another client computer that has a direct connection to the Internet, that is, without a proxy, you'll have two millisecond values: Client computer to proxy server or egress point, and client computer to Office 365. In this case, subtract the value of client computer to proxy server or egress point from the value of client computer to Office 365, and you'll have the RTT numbers from your client computer to the proxy server or egress point, and from proxy server or egress point to Office 365. +If you run PsPing on another client computer that has a direct connection to the Internet, that is, without a proxy, you'll have two millisecond values: Client computer to proxy server or egress point, and client computer to Microsoft 365. In this case, subtract the value of client computer to proxy server or egress point from the value of client computer to Microsoft 365, and you'll have the RTT numbers from your client computer to the proxy server or egress point, and from proxy server or egress point to Microsoft 365. However, if you can find a client computer in the impacted location that is directly connected, or bypasses the proxy, you may choose to see if the issue reproduces there to begin with, and test using it thereafter. @@ -295,7 +295,7 @@ Latency, as seen in a Netmon trace, those extra milliseconds can add up, if ther ![General latency in Netmon, with the Netmon default Time Delta column added to the Frame Summary.](../media/7ad17380-8527-4bc2-9b9b-6310cf19ba6b.PNG) > [!NOTE] -> Your IP address may be different than the IPs shown here, for example, your ping may return something more like 157.56.0.0/16 or a similar range. For a list of ranges used by Office 365, check out [Office 365 URLs and IP address ranges](./urls-and-ip-address-ranges.md). +> Your IP address may be different than the IPs shown here, for example, your ping may return something more like 157.56.0.0/16 or a similar range. For a list of ranges used by Microsoft 365, check out [Microsoft 365 URLs and IP address ranges](./urls-and-ip-address-ranges.md). Remember to expand all the nodes (there's a button at the top for this) if you want to search for, for example, 132.245. @@ -303,11 +303,11 @@ Remember to expand all the nodes (there's a button at the top for this) if you w This only applies to you if you're going through a proxy server. If not, you can skip these steps. When working properly, proxy authentication should take place in milliseconds, consistently. You shouldn't see intermittent bad performance during peak usage periods (for example). -If Proxy authentication is on, each time you make a new TCP connection to Office 365 to get information, you need to pass through an authentication process behind the scenes. So, for example, when switching from Calendar to Mail in Outlook Online, you'll authenticate. And in SharePoint, if a page displays media or data from multiple sites or locations, you'll authenticate for each different TCP connection that is needed in order to render the data. +If Proxy authentication is on, each time you make a new TCP connection to Microsoft 365 to get information, you need to pass through an authentication process behind the scenes. So, for example, when switching from Calendar to Mail in Outlook Online, you'll authenticate. And in SharePoint, if a page displays media or data from multiple sites or locations, you'll authenticate for each different TCP connection that is needed in order to render the data. In Outlook Online, you might experience slow load times whenever you switch between Calendar and your mailbox, or slow page loads in SharePoint. However, there are other symptoms not listed here. -Proxy authentication is a setting on your egress proxy server. If it's causing a performance issue with Office 365, you must consult your networking team. +Proxy authentication is a setting on your egress proxy server. If it's causing a performance issue with Microsoft 365, you must consult your networking team. #### Tools @@ -341,7 +341,7 @@ Name resolution works best and most quickly when it takes place as close to the If DNS name resolution is taking place overseas, it can add seconds to page loads. Ideally, name resolution happens in under 100 ms. If not, you should do further investigation. > [!TIP] -> Not sure how Client Connectivity works in Office 365? Take a look at the Client Connectivity Reference document [here](/previous-versions//dn741250(v=technet.10)). +> Not sure how Client Connectivity works in Microsoft 365? Take a look at the Client Connectivity Reference document [here](/previous-versions//dn741250(v=technet.10)). #### Tools @@ -381,7 +381,7 @@ If the issue looks to be DNS specific, it may be necessary to contact your IT de ### Proxy Scalability -Services like Outlook Online in Office 365 grant clients multiple long-term connections. Therefore, each user might use more connections that require a longer life. +Services like Outlook Online in Microsoft 365 grant clients multiple long-term connections. Therefore, each user might use more connections that require a longer life. #### Tools @@ -395,7 +395,7 @@ There's no network trace or troubleshooting tool specific to this. Instead, it's Found in the SYN - SYN/ACK. Do this check in any performance network trace you've taken to ensure that TCP packets are configured to carry the maximum amount of data possible. -The goal is to see an MSS of 1,460 bytes for transmission of data. If you're behind a proxy, or you're using a NAT, remember to run this test from client to proxy/egress/NAT, and from proxy/egress/NAT to Office 365 for best results! These are different TCP sessions. +The goal is to see an MSS of 1,460 bytes for transmission of data. If you're behind a proxy, or you're using a NAT, remember to run this test from client to proxy/egress/NAT, and from proxy/egress/NAT to Microsoft 365 for best results! These are different TCP sessions. #### Tools @@ -408,7 +408,7 @@ TCP Max Segment Size (MSS) is another parameter of the three-way handshake in yo Open any performance network trace you have and find the connection you're curious about, or that demonstrates the performance problem. > [!NOTE] -> If you are looking at a trace and need to find the traffic relevant to your conversation, filter by the IP of the Client, or the IP of the proxy server or egress point, or both. Going directly, you will need to ping the URL that you're testing for the IP address of Office 365 in the trace, and filter by it. +> If you are looking at a trace and need to find the traffic relevant to your conversation, filter by the IP of the Client, or the IP of the proxy server or egress point, or both. Going directly, you will need to ping the URL that you're testing for the IP address of Microsoft 365 in the trace, and filter by it. Looking at the trace second-hand? Try using filters to orient yourself. In Netmon, run a search based on the URL, such as `Containsbin(framedata, ascii, "sphybridExample")`, take note of the frame number. @@ -436,7 +436,7 @@ If you need to check **Selective Acknowledgment** (next topic in this matrix), d Found in the SYN - SYN/ACK. Must be reported as Permitted in both SYN and SYN/ACK. Selective Acknowledgment (SACK) allows for smoother retransmission of data when a packet or packets go missing. Devices can disable this feature, which can lead to performance problems. -If you're behind a proxy, or you're using a NAT, remember to run this test from client to proxy/egress/NAT, and from proxy/egress/NAT to Office 365 for best results! These are different TCP sessions. +If you're behind a proxy, or you're using a NAT, remember to run this test from client to proxy/egress/NAT, and from proxy/egress/NAT to Microsoft 365 for best results! These are different TCP sessions. #### Tools @@ -454,7 +454,7 @@ Locate the connection in the trace that you're interested in seeing either by sc ### DNS Geolocation -Where in the world Office 365 tries to resolve your DNS call affects your connection speed. +Where in the world Microsoft 365 tries to resolve your DNS call affects your connection speed. In Outlook Online, after the first DNS lookup is completed, the location of that DNS will be used to connect to your nearest datacenter. You'll be connected to an Outlook Online CAS server, which will use the backbone network to connect to the datacenter (dC) where your data is stored. This is faster. @@ -463,7 +463,7 @@ When accessing SharePoint, a user traveling abroad will be directed to their act Lync online has active nodes in more than one dC at a time. When requests are sent for Lync online instances, Microsoft's DNS will determine where in the world the request came from, and return IP addresses from the nearest regional dC where Lync online is active. > [!TIP] -> Need to know more about how clients connect to Office 365? Take a look at the [Client Connectivity](/previous-versions//dn741250(v=technet.10)) reference article (and its helpful graphics). +> Need to know more about how clients connect to Microsoft 365? Take a look at the [Client Connectivity](/previous-versions//dn741250(v=technet.10)) reference article (and its helpful graphics). #### Tools @@ -484,7 +484,7 @@ Open the command prompt on the client computer (via Start \> Run \> cmd or Windo ![PSPing to the IP address returned by the ping to outlook.office365.com showing average 28 millisecond latency.](../media/f2b25a75-1a87-4479-b8a7-fa4375683507.PNG) -### Office 365 Application Troubleshooting +### Microsoft 365 Application Troubleshooting #### Tools @@ -496,6 +496,6 @@ We don't cover tools used in application-specific troubleshooting in this networ ## Related articles -[Managing Office 365 endpoints](https://support.office.com/article/99cab9d4-ef59-4207-9f2b-3728eb46bf9a) +[Managing Microsoft 365 endpoints](https://support.office.com/article/99cab9d4-ef59-4207-9f2b-3728eb46bf9a) -[Office 365 endpoints FAQ](https://support.office.com/article/d4088321-1c89-4b96-9c99-54c75cae2e6d) +[Microsoft 365 endpoints FAQ](https://support.office.com/article/d4088321-1c89-4b96-9c99-54c75cae2e6d) diff --git a/microsoft-365/enterprise/plan-multi-tenant-org-overview.md b/microsoft-365/enterprise/plan-multi-tenant-org-overview.md index 4f90bd8510a..68f72782b1d 100644 --- a/microsoft-365/enterprise/plan-multi-tenant-org-overview.md +++ b/microsoft-365/enterprise/plan-multi-tenant-org-overview.md @@ -3,7 +3,7 @@ title: Plan for multitenant organizations in Microsoft 365 ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 06/24/2024 +ms.date: 04/02/2025 audience: ITPro ms.topic: article ms.service: microsoft-365-enterprise @@ -20,6 +20,7 @@ description: Learn how to plan for multitenant organizations in Microsoft 365. > [!NOTE] > Multitenant organizations is not available in Microsoft 365 China (operated by 21Vianet). + If your organization manages multiple Microsoft 365 tenants, you can set up a multitenant organization in Microsoft 365 to facilitate collaboration and resource access between tenants. Creating a multitenant organization and synchronizing users between tenants provides a more seamless collaboration experience between the users in different tenants when [searching for each other](/microsoft-365/enterprise/multi-tenant-people-search), using Microsoft Teams and meetings, and collaborating on files. The tenant that creates the multitenant organization is known as the *owner* while other tenants that join the multitenant organization are known as *members*. Once the global administrator in the owner tenant creates the multitenant organization, they can invite member tenants. A global administrator in each member tenant can then join the multitenant organization. @@ -105,7 +106,7 @@ To set up a new multitenant organization where your tenant is the owner, see [Se To join an existing multitenant organization as a member tenant, see [Join or leave a multitenant organization in Microsoft 365](join-leave-multi-tenant-org.md). -## Related topics +## Related articles [Configure cross-tenant synchronization using PowerShell or Microsoft Graph API](/azure/active-directory/multi-tenant-organizations/cross-tenant-synchronization-configure-graph) diff --git a/microsoft-365/enterprise/set-up-multi-tenant-org.md b/microsoft-365/enterprise/set-up-multi-tenant-org.md index 324456e554b..31bab932b61 100644 --- a/microsoft-365/enterprise/set-up-multi-tenant-org.md +++ b/microsoft-365/enterprise/set-up-multi-tenant-org.md @@ -3,12 +3,13 @@ title: Set up a multitenant org in Microsoft 365 ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 06/24/2024 +ms.date: 04/02/2025 audience: ITPro ms.topic: install-set-up-deploy ms.service: microsoft-365-enterprise ms.subservice: multi-tenant ms.localizationpriority: medium +ms.reviewer: jakeost search.appverid: - MET150 f1.keywords: @@ -22,7 +23,7 @@ You can set up a multitenant organization or add tenants to an existing one in t When each external tenant accepts the invitation to join the multitenant organization, the following settings are configured in Microsoft Entra ID: -- A cross-tenant synchronization configuration is added with the name *MTO_Sync_\*, but no sync jobs are created yet. (If you already have a cross-tenant synchronization configuration, it remains unchanged.) +- A cross-tenant synchronization configuration is added with the name `MTO_Sync_`, but no sync jobs are created yet. (If you already have a cross-tenant synchronization configuration, it remains unchanged.) - An organization relationship is added to the [cross-tenant access settings](/azure/active-directory/external-identities/cross-tenant-access-overview) based on the [multitenant organization templates](/entra/identity/multi-tenant-organizations/multi-tenant-organization-templates) for cross-tenant access and identity synchronization. (If an organizational relationship already exists, the existing one is used.) - The multitenant organization template for identity synchronization is set to allow users to sync into this tenant. - The multitenant org template for cross-tenant access will be set to automatically redeem user invitations, inbound as well as outbound. @@ -43,6 +44,7 @@ To set up a new multitenant org in Microsoft 365: 1. Enter the tenant IDs of any tenants that you want to invite to this org. 1. Select **Next**. 1. Select the **Allow users to sync into this tenant from the other tenants in this multitenant organization** and **Suppress consent prompts for users from the other tenant when they access apps and resources in my tenant** check boxes. +1. Select **Next**. 1. Select **Create multitenant organization**. 1. Copy the instructions for joining the multitenant org and email them to a global administrator in each of the orgs you invited. 1. Select **Done**. @@ -66,7 +68,7 @@ To add a tenant to your multitenant organization: The next step after each external tenant accepts the invitation to join the multitenant organization is to synchronize your users with the other tenants. For details, see [Synchronize users in multitenant orgs in Microsoft 365](sync-users-multi-tenant-orgs.md). -## Related topics +## Related articles [Set up a multitenant organization using Microsoft Graph API](/azure/active-directory/multi-tenant-organizations/multi-tenant-organization-configure-graph) diff --git a/microsoft-365/enterprise/setup-guides-for-microsoft-365.md b/microsoft-365/enterprise/setup-guides-for-microsoft-365.md index 3f04477e5f9..13b526d002b 100644 --- a/microsoft-365/enterprise/setup-guides-for-microsoft-365.md +++ b/microsoft-365/enterprise/setup-guides-for-microsoft-365.md @@ -95,6 +95,8 @@ Advanced deployment guides in the admin center require authentication to a Micro ||[Secure your cloud apps with Single Sign on (SSO) guide](https://go.microsoft.com/fwlink/?linkid=2224689)|This guide is designed to help you add cloud apps to Microsoft 365. In our guide, you can add an application to your tenant, add users to the app, assign roles, and more. If the app supports single sign-on (SSO), we’ll walk you through that configuration. | |[Plan your self-service password reset (SSPR) deployment guide](https://go.microsoft.com/fwlink/?linkid=2223231)|[Plan your self-service password reset (SSPR) deployment guide](https://go.microsoft.com/fwlink/?linkid=2224781)|Give users the ability to change or reset their password independently, if their account is locked, or they forget their password without the need to contact a helpdesk engineer.
Use the **Plan your self-service password reset (SSPR) deployment guide** to receive relevant articles and instructions for configuring the appropriate Azure portal options to help you deploy SSPR in your environment.| |[Migrate from AD FS to Microsoft Entra ID](https://go.microsoft.com/fwlink/?linkid=2229256)|[Migrate from AD FS to Microsoft Entra ID](https://go.microsoft.com/fwlink/?linkid=2225005)|In **Migrate from AD FS to Microsoft Entra ID** we offer custom guidance for migrating from Active Directory Federation Services (AD FS) to Microsoft Entra ID. You'll first answer a few questions about your AD FS infrastructure. Then implement either pass-through authentication (PTA) or password hash sync (PHS) to give users a streamlined experience while accessing your organization's apps.| +|[Collaborate using B2B or multitenant organizations](https://go.microsoft.com/fwlink/?linkid=2299919)|[Collaborate using B2B or multitenant organizations](https://go.microsoft.com/fwlink/?linkid=2299920)|The **Collaborate using B2B or multitenant organizations** guide enables organizations to more securely share applications and services with guest users from other organizations while maintaining control over their own data. External users can use their credentials to access the host organization's resources, while administrators can manage guest user permissions and access rights. This ensures that external collaboration aligns to the organization's security and compliance requirements.| +||[Deploy Conditional Access (CA) Policy templates](https://go.microsoft.com/fwlink/?linkid=2310394)|This guide provides an easy way to customize and deploy Conditional Access policies that include the least intrusive, yet effective, security standards to protect your organization from attack scenarios.| ## Guides for security and compliance @@ -132,6 +134,7 @@ Advanced deployment guides in the admin center require authentication to a Micro |[Microsoft Teams setup guide]( https://go.microsoft.com/fwlink/?linkid=2222975)|[Microsoft Teams setup guide](https://go.microsoft.com/fwlink/?linkid=2224815)|The **Microsoft Teams setup guide** provides your organization with guidance to set up team workspaces that host real-time conversations through messaging, calls, and audio or video meetings for both team and private communication. Use the tools in this guide to configure Guest access, set who can create teams, and add team members from a .csv file, all without the need to open a PowerShell session. You'll also get best practices for determining your organization's network requirements and ensuring a successful Teams deployment.| |[Plan and implement your Microsoft Teams Phone deployment](https://go.microsoft.com/fwlink/?linkid=2223356)|[Plan and implement your Microsoft Teams Phone deployment](https://go.microsoft.com/fwlink/?linkid=2224790)|This guide will help you transition from your existing voice solution to Microsoft Teams Phone. You'll be guided through discovery and planning phases, or you can go straight to deployment. You'll be able to configure a calling plan, Operator Connect, Teams Phone Mobile, Direct Routing, caller ID, and other features.| |[Plan and deploy ‎Teams Premium‎ features](https://go.microsoft.com/fwlink/?linkid=2263689)|[Plan and deploy ‎Teams Premium‎ features](https://go.microsoft.com/fwlink/?linkid=2264353)|Microsoft Teams Premium helps make every meeting more intelligent, engaging, and protected. This guide will help you to plan for and deploy one or more Teams Premium features and take advantage of your Teams Premium licenses.| +|[Configure and deploy Microsoft Places](https://go.microsoft.com/fwlink/?linkid=2298161)|[Configure and deploy Microsoft Places](https://go.microsoft.com/fwlink/?linkid=2297789)|Maximize workspace efficiency and hybrid collaboration with Microsoft Places. This guide helps you set up workspaces, deploy Microsoft Places, and activate its features for users. | |[SharePoint setup guide](https://go.microsoft.com/fwlink/?linkid=2223320)|[SharePoint setup guide](https://go.microsoft.com/fwlink/?linkid=2224196)|The **SharePoint setup guide** helps you set up your SharePoint document storage and content management, create sites, configure external sharing, migrate data and configure advanced settings, and drive user engagement and communication within your organization. You'll follow steps for configuring your content-sharing permission policies, choose your migration sync tools, and enable the security settings for your SharePoint environment.| |[Surface Hub and Microsoft Teams Rooms setup guide](https://go.microsoft.com/fwlink/?linkid=2222974)|[Surface Hub and Microsoft Teams Rooms setup guide](https://go.microsoft.com/fwlink/?linkid=2224463)|The **Surface Hub and Microsoft Teams Rooms setup guide** will customize your experience based on your environment. If you're hosted in Exchange Online and using Microsoft Teams, the guide will automatically create your device account with the correct settings.| |[OneDrive setup guide](https://go.microsoft.com/fwlink/?linkid=2223143)|[OneDrive setup guide](https://go.microsoft.com/fwlink/?linkid=2224690)|Use the **OneDrive setup guide** to get started with OneDrive file storage, sharing, collaboration, and syncing capabilities. OneDrive provides a central location where users can sync their Microsoft 365 Apps files, configure external sharing, migrate user data, and configure advanced security and device access settings. The OneDrive setup guide can be deployed using a OneDrive subscription or a standalone OneDrive plan.| diff --git a/microsoft-365/enterprise/sync-users-multi-tenant-orgs.md b/microsoft-365/enterprise/sync-users-multi-tenant-orgs.md index 21d427c0c6b..8a936a316b4 100644 --- a/microsoft-365/enterprise/sync-users-multi-tenant-orgs.md +++ b/microsoft-365/enterprise/sync-users-multi-tenant-orgs.md @@ -3,12 +3,13 @@ title: Synchronize users in multitenant organizations in Microsoft 365 ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 06/24/2024 +ms.date: 04/02/2025 audience: ITPro ms.topic: how-to ms.service: microsoft-365-enterprise ms.subservice: multi-tenant ms.localizationpriority: medium +ms.reviewer: jakeost search.appverid: - MET150 f1.keywords: @@ -79,7 +80,7 @@ For the most consistent profile card experience, keep in mind the following: Users synchronized to your tenant from other tenants in your multitenant organization are synchronized as [Microsoft Entra members rather than guests](/azure/active-directory/external-identities/user-properties). -As members, people from other tenants have a more seamless collaboration experience. This includes access to files using [*people in your organization* sharable links](/sharepoint/shareable-links-anyone-specific-people-organization). (Consider using [sensitivity labels](/purview/sensitivity-labels) if you need to limit who can access a file with a *people in your organization* link.) +As members, people from other tenants have a more seamless collaboration experience. This includes access to files using [*people in your organization* sharable links](/sharepoint/shareable-links-anyone-specific-people-organization). Consider using [sensitivity labels](/purview/sensitivity-labels) if you need to limit who can access a file with a *people in your organization* link. If some people from the other tenant already have guest accounts in your directory, the synchronization process doesn't change their user type to member by default. You can change these users' user type to member by [updating the user properties in Microsoft Entra ID](/azure/active-directory/fundamentals/how-to-manage-user-profile-info) or updating your cross-tenant synchronization configuration mappings in [Microsoft Entra ID](/entra/identity/multi-tenant-organizations/cross-tenant-synchronization-configure#step-9-review-attribute-mappings) to support converting from guest to member at scale. @@ -133,9 +134,9 @@ To change which users are synchronized to other tenants: 1. Update the users that you want to sync to other tenants and then select **Save**. 1. Select **Yes** to confirm. -This procedure updates the *MTO_Sync_\* synchronization configurations in Microsoft Entra ID for each tenant in your multitenant organization. +This procedure updates the `MTO_Sync_` synchronization configurations in Microsoft Entra ID for each tenant in your multitenant organization. -## Related topics +## Related articles [Troubleshooting tips for multitenant organizations](/azure/active-directory/multi-tenant-organizations/cross-tenant-synchronization-configure#troubleshooting-tips) diff --git a/microsoft-365/enterprise/urls-and-ip-address-ranges.md b/microsoft-365/enterprise/urls-and-ip-address-ranges.md index 25710d5b5c3..d93b8a213a8 100644 --- a/microsoft-365/enterprise/urls-and-ip-address-ranges.md +++ b/microsoft-365/enterprise/urls-and-ip-address-ranges.md @@ -3,7 +3,7 @@ title: "Microsoft 365 URLs and IP address ranges" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 02/28/2025 +ms.date: 04/02/2025 audience: Admin ms.topic: article ms.service: microsoft-365-enterprise @@ -37,7 +37,7 @@ Microsoft 365 requires connectivity to the Internet. The endpoints in this artic |Notes|Download|Use| |---|---|---| -|**Last updated:** 02/28/2025 - ![RSS.](../media/5dc6bb29-25db-4f44-9580-77c735492c4b.png) [Change Log subscription](https://endpoints.office.com/version/worldwide?allversions=true&format=rss&clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)|**Download:** all required and optional destinations in one [JSON formatted](https://endpoints.office.com/endpoints/worldwide?clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7) list.|**Use:** our proxy [PAC files](managing-office-365-endpoints.md#pacfiles)| +|**Last updated:** 04/02/2025 - ![RSS.](../media/5dc6bb29-25db-4f44-9580-77c735492c4b.png) [Change Log subscription](https://endpoints.office.com/version/worldwide?allversions=true&format=rss&clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7)|**Download:** all required and optional destinations in one [JSON formatted](https://endpoints.office.com/endpoints/worldwide?clientrequestid=b10c5ed1-bad1-445f-b386-b919946339a7) list.|**Use:** our proxy [PAC files](managing-office-365-endpoints.md#pacfiles)| | Start with [Managing Microsoft 365 endpoints](managing-office-365-endpoints.md) to understand our recommendations for managing network connectivity using this data. Endpoints data is updated as needed at the beginning of each month with new IP Addresses and URLs published 30 days in advance of being active. This cadence allows for customers who don't yet have automated updates to complete their processes before new connectivity is required. Endpoints may also be updated during the month if needed to address support escalations, security incidents, or other immediate operational requirements. The data shown on this page below is all generated from the REST-based web services. If you're using a script or a network device to access this data, you should go to the [Web service](microsoft-365-ip-web-service.md) directly. diff --git a/microsoft-365/enterprise/use-microsoft-365-cdn-with-spo.md b/microsoft-365/enterprise/use-microsoft-365-cdn-with-spo.md index 8401b9a5086..e23d9526944 100644 --- a/microsoft-365/enterprise/use-microsoft-365-cdn-with-spo.md +++ b/microsoft-365/enterprise/use-microsoft-365-cdn-with-spo.md @@ -369,6 +369,16 @@ For more information about this cmdlet, see [Set-SPOTenantCdnEnabled](/powershel + + + + + + + + + + ## Set up and configure the Office 365 CDN by using PnP PowerShell The procedures in this section require you to use PnP PowerShell to connect to SharePoint Online. For instructions, see [Getting started with PnP PowerShell](https://github.com/SharePoint/PnP-PowerShell#getting-started). @@ -649,6 +659,16 @@ For more information about this cmdlet, see [Set-PnPTenantCdnEnabled](https://pn + + + + + + + + + + ## Set up and configure the Office 365 CDN using the CLI for Microsoft 365 The procedures in this section require the [CLI for Microsoft 365](https://aka.ms/cli-m365). Then, connect to your Office 365 tenant using the [login](https://pnp.github.io/cli-microsoft365/cmd/login/) command. @@ -826,17 +846,17 @@ If the _Publishing_ feature isn't enabled for a public origin, or the asset isn' For public CDN assets, the URL format looks like the following example: ```http -https://publiccdn.sharepointonline.com//sites/site/library/asset.png +https://public-cdn.sharepointonline.com//sites/site/library/asset.png ``` Replace `TenantHostName` with your tenant name. For example: ```http -https://publiccdn.sharepointonline.com/contoso.sharepoint.com/sites/site/library/asset.png +https://public-cdn.sharepointonline.com/contoso.sharepoint.com/sites/site/library/asset.png ``` > [!NOTE] -> Use the page context property to construct the prefix instead of hard coding `https://publiccdn.sharepointonline.com`, because the URL is subject to change. If you use display templates with Classic SharePoint Online, you can use the property `window._spPageContextInfo.publicCdnBaseUrl` in your display template for the prefix of the URL. If you use SPFx web parts for modern and classic SharePoint, you can use the property `this.context.pageContext.legacyPageContext.publicCdnBaseUrl`, which also provides the prefix. If the prefix changes, your implementation is updated with it. +> Use the page context property to construct the prefix instead of hard coding `https://public-cdn.sharepointonline.com`, because the URL is subject to change. If you use display templates with Classic SharePoint Online, you can use the property `window._spPageContextInfo.publicCdnBaseUrl` in your display template for the prefix of the URL. If you use SPFx web parts for modern and classic SharePoint, you can use the property `this.context.pageContext.legacyPageContext.publicCdnBaseUrl`, which also provides the prefix. If the prefix changes, your implementation is updated with it. > > As an example for SPFx, you can construct the URL using the property `this.context.pageContext.legacyPageContext.publicCdnBaseUrl` - `/` - `host` - `/` - `relativeURL for the item`. For more information, see the video [Using CDN in Client-side code](https://youtu.be/IH1RbQlbhIA), which is part of the [season 1 performance series](https://aka.ms/sppnp-perfvideos). diff --git a/microsoft-365/enterprise/use-powershell-to-perform-an-imap-migration-to-microsoft-365.md b/microsoft-365/enterprise/use-powershell-to-perform-an-imap-migration-to-microsoft-365.md index eb7abecb4c4..7e010ccf0e1 100644 --- a/microsoft-365/enterprise/use-powershell-to-perform-an-imap-migration-to-microsoft-365.md +++ b/microsoft-365/enterprise/use-powershell-to-perform-an-imap-migration-to-microsoft-365.md @@ -3,7 +3,7 @@ title: "Use PowerShell to perform an IMAP migration to Microsoft 365" ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 04/12/2024 +ms.date: 03/12/2025 audience: Admin ms.topic: upgrade-and-migration-article ms.service: microsoft-365-enterprise diff --git a/microsoft-365/enterprise/view-service-health.md b/microsoft-365/enterprise/view-service-health.md index 3e802b1ff6f..d21ef60626f 100644 --- a/microsoft-365/enterprise/view-service-health.md +++ b/microsoft-365/enterprise/view-service-health.md @@ -3,7 +3,7 @@ title: How to check Microsoft 365 service health ms.author: kvice author: kelleyvice-msft manager: scotv -ms.date: 06/27/2024 +ms.date: 04/01/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-enterprise diff --git a/microsoft-365/frontline/advanced-virtual-appointments-activity-report.md b/microsoft-365/frontline/advanced-virtual-appointments-activity-report.md index b6c85b96686..156b5a479c1 100644 --- a/microsoft-365/frontline/advanced-virtual-appointments-activity-report.md +++ b/microsoft-365/frontline/advanced-virtual-appointments-activity-report.md @@ -1,7 +1,7 @@ --- title: Microsoft Teams Advanced Virtual Appointments activity report author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: Admin ms.topic: article diff --git a/microsoft-365/frontline/browser-join.md b/microsoft-365/frontline/browser-join.md index c729484c91d..f1204b56fd5 100644 --- a/microsoft-365/frontline/browser-join.md +++ b/microsoft-365/frontline/browser-join.md @@ -1,7 +1,7 @@ --- title: Manage the join experience for Teams Virtual Appointments on browsers author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: how-to diff --git a/microsoft-365/frontline/deploy-dynamic-teams-at-scale.md b/microsoft-365/frontline/deploy-dynamic-teams-at-scale.md index 73f76aa26de..dcde5e234c7 100644 --- a/microsoft-365/frontline/deploy-dynamic-teams-at-scale.md +++ b/microsoft-365/frontline/deploy-dynamic-teams-at-scale.md @@ -1,7 +1,7 @@ --- title: Deploy frontline dynamic teams at scale author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta, aaglick ms.topic: how-to diff --git a/microsoft-365/frontline/deploy-frontline-operational-hierarchy.md b/microsoft-365/frontline/deploy-frontline-operational-hierarchy.md index 3ed9f24d122..3a6136af274 100644 --- a/microsoft-365/frontline/deploy-frontline-operational-hierarchy.md +++ b/microsoft-365/frontline/deploy-frontline-operational-hierarchy.md @@ -1,7 +1,7 @@ --- title: Deploy your frontline operational hierarchy author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta ms.topic: install-set-up-deploy diff --git a/microsoft-365/frontline/deploy-frontline-teams-with-flexible-membership.md b/microsoft-365/frontline/deploy-frontline-teams-with-flexible-membership.md index 3cdab84ea72..c2f97493484 100644 --- a/microsoft-365/frontline/deploy-frontline-teams-with-flexible-membership.md +++ b/microsoft-365/frontline/deploy-frontline-teams-with-flexible-membership.md @@ -1,7 +1,7 @@ --- title: Deploy frontline teams with flexible membership author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta ms.topic: install-set-up-deploy diff --git a/microsoft-365/frontline/deploy-shifts-at-scale.md b/microsoft-365/frontline/deploy-shifts-at-scale.md index c3b8cbd1a7e..f0407b50f7b 100644 --- a/microsoft-365/frontline/deploy-shifts-at-scale.md +++ b/microsoft-365/frontline/deploy-shifts-at-scale.md @@ -1,7 +1,7 @@ --- title: Deploy Shifts to your frontline teams at scale author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta ms.topic: install-set-up-deploy diff --git a/microsoft-365/frontline/deploy-teams-at-scale.md b/microsoft-365/frontline/deploy-teams-at-scale.md index 8d89ed2884f..2adaf74df94 100644 --- a/microsoft-365/frontline/deploy-teams-at-scale.md +++ b/microsoft-365/frontline/deploy-teams-at-scale.md @@ -1,7 +1,7 @@ --- title: Deploy frontline static teams at scale with PowerShell for frontline workers author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: aaglick ms.topic: how-to diff --git a/microsoft-365/frontline/ehr-admin-epic.md b/microsoft-365/frontline/ehr-admin-epic.md index 2db8081a52b..f64fd8c34f3 100644 --- a/microsoft-365/frontline/ehr-admin-epic.md +++ b/microsoft-365/frontline/ehr-admin-epic.md @@ -1,7 +1,7 @@ --- title: Virtual Appointments with Teams - Integration into Epic EHR author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: integration diff --git a/microsoft-365/frontline/ehr-admin-oracle-health.md b/microsoft-365/frontline/ehr-admin-oracle-health.md index 152ec5780fa..b4605856acc 100644 --- a/microsoft-365/frontline/ehr-admin-oracle-health.md +++ b/microsoft-365/frontline/ehr-admin-oracle-health.md @@ -1,7 +1,7 @@ --- title: Virtual Appointments with Teams - Integration into Oracle Health EHR author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: integration diff --git a/microsoft-365/frontline/ehr-connector-report.md b/microsoft-365/frontline/ehr-connector-report.md index 7329b2f2e5a..46e99e82030 100644 --- a/microsoft-365/frontline/ehr-connector-report.md +++ b/microsoft-365/frontline/ehr-connector-report.md @@ -1,7 +1,7 @@ --- title: Microsoft Teams EHR connector Virtual Appointments report author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: article diff --git a/microsoft-365/frontline/ehr-connector-troubleshoot-setup-configuration.md b/microsoft-365/frontline/ehr-connector-troubleshoot-setup-configuration.md index 0ff63e19a15..cf95b19ea42 100644 --- a/microsoft-365/frontline/ehr-connector-troubleshoot-setup-configuration.md +++ b/microsoft-365/frontline/ehr-connector-troubleshoot-setup-configuration.md @@ -1,7 +1,7 @@ --- title: Troubleshoot Microsoft Teams EHR connector setup and configuration author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: troubleshooting-general diff --git a/microsoft-365/frontline/flw-choose-scenarios.md b/microsoft-365/frontline/flw-choose-scenarios.md index 093784d08f3..6cff61a008f 100644 --- a/microsoft-365/frontline/flw-choose-scenarios.md +++ b/microsoft-365/frontline/flw-choose-scenarios.md @@ -3,7 +3,7 @@ title: Choose your scenarios for Microsoft 365 for frontline workers description: Learn about scenarios you can easily implement for the frontline workers in your organization. search.appverid: MET150 author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin ms.topic: solution-overview diff --git a/microsoft-365/frontline/flw-corp-comms.md b/microsoft-365/frontline/flw-corp-comms.md index 736f890bf41..465a0aad609 100644 --- a/microsoft-365/frontline/flw-corp-comms.md +++ b/microsoft-365/frontline/flw-corp-comms.md @@ -3,7 +3,7 @@ title: Corporate communications with frontline workers description: Learn how you can use Viva Connections and Viva Engage to connect your frontline team to your broader organization. ms.topic: solution-overview author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/flw-deploy-overview.md b/microsoft-365/frontline/flw-deploy-overview.md index 2fd4359bd74..73d329008c5 100644 --- a/microsoft-365/frontline/flw-deploy-overview.md +++ b/microsoft-365/frontline/flw-deploy-overview.md @@ -1,7 +1,7 @@ --- title: Learn where to start with a frontline deployment author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: aaglick ms.topic: install-set-up-deploy diff --git a/microsoft-365/frontline/flw-devices.md b/microsoft-365/frontline/flw-devices.md index 280ea1d4e12..4c1a7872ee4 100644 --- a/microsoft-365/frontline/flw-devices.md +++ b/microsoft-365/frontline/flw-devices.md @@ -1,7 +1,7 @@ --- title: Overview of device management for frontline workers author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: aaglick ms.topic: concept-article @@ -155,6 +155,18 @@ MFA provides a high level of security for apps and data but adds friction to use If MFA isn't feasible for your organization or deployment model, you should plan to use robust Conditional Access policies to reduce security risk. +#### Using the Authenticator App for MFA +

+ If you're planning to use the Microsoft Authenticator app for multi-factor authentication (MFA), we recommend setting it up with a desktop companion device (such as a laptop or PC). This makes onboarding easier by allowing you to scan QR codes and follow setup instructions more efficiently. +

+

+ For step-by-step guidance, refer to this Microsoft support article:
+ + Set up an Authenticator app as a two-step verification method + +

+ + #### Passwordless authentication To further simplify access for your frontline workforce, you can use passwordless authentication methods so that workers don't need to remember or enter their passwords. Passwordless authentication methods remove the use of a password at sign-in and replaces it with: diff --git a/microsoft-365/frontline/flw-licensing-options.md b/microsoft-365/frontline/flw-licensing-options.md index 2d154510a80..6370012f67a 100644 --- a/microsoft-365/frontline/flw-licensing-options.md +++ b/microsoft-365/frontline/flw-licensing-options.md @@ -1,7 +1,7 @@ --- title: Understand frontline worker user types and licensing author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta ms.topic: concept-article diff --git a/microsoft-365/frontline/flw-onboarding-training.md b/microsoft-365/frontline/flw-onboarding-training.md index 294fcc15473..9999900c322 100644 --- a/microsoft-365/frontline/flw-onboarding-training.md +++ b/microsoft-365/frontline/flw-onboarding-training.md @@ -3,7 +3,7 @@ title: Provide initial and ongoing training to help onboard your frontline worke description: Get an overview of how to plan, build, and launch your frontline worker onboarding experience. ms.topic: article author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/flw-overview.md b/microsoft-365/frontline/flw-overview.md index a1c14cb6827..2b55cc558c7 100644 --- a/microsoft-365/frontline/flw-overview.md +++ b/microsoft-365/frontline/flw-overview.md @@ -3,7 +3,7 @@ title: Get started with Microsoft 365 for frontline workers description: Learn how you can use Microsoft 365 and Teams to empower the frontline workers in your organization. search.appverid: MET150 author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta audience: admin diff --git a/microsoft-365/frontline/flw-pilot.md b/microsoft-365/frontline/flw-pilot.md index f8168655f87..75a3f9f8852 100644 --- a/microsoft-365/frontline/flw-pilot.md +++ b/microsoft-365/frontline/flw-pilot.md @@ -2,7 +2,7 @@ title: Start with a pilot deployment of Microsoft 365 for frontline workers description: Learn how to run a pilot deployment for the frontline workers in your organization. author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.topic: install-set-up-deploy audience: admin diff --git a/microsoft-365/frontline/flw-scenario-posters.md b/microsoft-365/frontline/flw-scenario-posters.md index 57f7f0ea19a..aa0ab162085 100644 --- a/microsoft-365/frontline/flw-scenario-posters.md +++ b/microsoft-365/frontline/flw-scenario-posters.md @@ -3,7 +3,7 @@ title: Microsoft 365 for frontline workers - scenario posters description: Download these PDF posters to learn about scenarios you can easily implement for the frontline workers in your organization. search.appverid: MET150 author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin ms.topic: solution-overview diff --git a/microsoft-365/frontline/flw-setup-microsoft-365.md b/microsoft-365/frontline/flw-setup-microsoft-365.md index 6b0b859bc0a..db5dbee095a 100644 --- a/microsoft-365/frontline/flw-setup-microsoft-365.md +++ b/microsoft-365/frontline/flw-setup-microsoft-365.md @@ -1,7 +1,7 @@ --- title: Set up Microsoft 365 for frontline workers author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: ms.topic: how-to diff --git a/microsoft-365/frontline/flw-shared-devices.md b/microsoft-365/frontline/flw-shared-devices.md index 3a65d983dcf..cb84bc9d6b7 100644 --- a/microsoft-365/frontline/flw-shared-devices.md +++ b/microsoft-365/frontline/flw-shared-devices.md @@ -1,7 +1,7 @@ --- title: Manage shared devices for frontline workers author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: aaglick ms.topic: article diff --git a/microsoft-365/frontline/flw-team-collaboration.md b/microsoft-365/frontline/flw-team-collaboration.md index efbb8d7e825..329b772bafe 100644 --- a/microsoft-365/frontline/flw-team-collaboration.md +++ b/microsoft-365/frontline/flw-team-collaboration.md @@ -3,7 +3,7 @@ title: Frontline team collaboration description: Learn how your frontline teams can communicate and collaborate effectively within or across locations. ms.topic: solution-overview author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/flw-wellbeing-engagement.md b/microsoft-365/frontline/flw-wellbeing-engagement.md index ee3389b4779..7192bb460cc 100644 --- a/microsoft-365/frontline/flw-wellbeing-engagement.md +++ b/microsoft-365/frontline/flw-wellbeing-engagement.md @@ -3,7 +3,7 @@ title: Engage your frontline employees and focus on wellbeing description: Learn how to use Viva Connections, SharePoint, Teams, and the Praise app to increase frontline worker wellbeing and engagement. ms.topic: solution-overview author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/flw-working-time.md b/microsoft-365/frontline/flw-working-time.md index 107e3e61594..bba8736982d 100644 --- a/microsoft-365/frontline/flw-working-time.md +++ b/microsoft-365/frontline/flw-working-time.md @@ -1,7 +1,7 @@ --- title: Limit access to Microsoft Teams when frontline workers are off shift author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: aaglick ms.topic: how-to diff --git a/microsoft-365/frontline/frontline-team-options.md b/microsoft-365/frontline/frontline-team-options.md index f46024cc9f3..583c3625d07 100644 --- a/microsoft-365/frontline/frontline-team-options.md +++ b/microsoft-365/frontline/frontline-team-options.md @@ -1,7 +1,7 @@ --- title: How to find the best frontline team solution for your organization author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta ms.topic: how-to diff --git a/microsoft-365/frontline/frontline-usage-report.md b/microsoft-365/frontline/frontline-usage-report.md index 67579173319..874620d481e 100644 --- a/microsoft-365/frontline/frontline-usage-report.md +++ b/microsoft-365/frontline/frontline-usage-report.md @@ -1,7 +1,7 @@ --- title: Microsoft Teams frontline usage report author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: Admin ms.topic: article diff --git a/microsoft-365/frontline/hc-delegates.md b/microsoft-365/frontline/hc-delegates.md index 565ab57c407..99131d32a34 100644 --- a/microsoft-365/frontline/hc-delegates.md +++ b/microsoft-365/frontline/hc-delegates.md @@ -1,7 +1,7 @@ --- title: Use a Teams status message to assign a delegate author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: how-to diff --git a/microsoft-365/frontline/index.yml b/microsoft-365/frontline/index.yml index 9478129ec80..133af9af884 100644 --- a/microsoft-365/frontline/index.yml +++ b/microsoft-365/frontline/index.yml @@ -11,7 +11,7 @@ metadata: ms.service: microsoft-365-frontline #Required; service per approved list. service slug assigned to your service by ACOM. ms.topic: hub-page # Required author: lana-chin #Required; your GitHub user alias, with correct capitalization. - ms.author: v-chinlana #Required; microsoft alias of author; optional team alias. + ms.author: jtremper #Required; microsoft alias of author; optional team alias. manager: jtremper audience: Admin diff --git a/microsoft-365/frontline/manage-shifts-permissions-frontline-managers.md b/microsoft-365/frontline/manage-shifts-permissions-frontline-managers.md index a7f37e96b3c..db02fb8e593 100644 --- a/microsoft-365/frontline/manage-shifts-permissions-frontline-managers.md +++ b/microsoft-365/frontline/manage-shifts-permissions-frontline-managers.md @@ -1,7 +1,7 @@ --- title: Manage Shifts permissions for frontline managers author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.topic: how-to audience: admin diff --git a/microsoft-365/frontline/messaging-policies-hc.md b/microsoft-365/frontline/messaging-policies-hc.md index 073f839621d..b6d645a55f6 100644 --- a/microsoft-365/frontline/messaging-policies-hc.md +++ b/microsoft-365/frontline/messaging-policies-hc.md @@ -1,7 +1,7 @@ --- title: Messaging policy settings for healthcare organizations using Microsoft Teams author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: article diff --git a/microsoft-365/frontline/pin-teams-apps-based-on-license.md b/microsoft-365/frontline/pin-teams-apps-based-on-license.md index 060a99d3e44..223f31814ca 100644 --- a/microsoft-365/frontline/pin-teams-apps-based-on-license.md +++ b/microsoft-365/frontline/pin-teams-apps-based-on-license.md @@ -1,7 +1,7 @@ --- title: Tailor Teams apps for your frontline workers author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: arnavgupta ms.topic: how-to diff --git a/microsoft-365/frontline/set-up-open-shifts-across-locations.md b/microsoft-365/frontline/set-up-open-shifts-across-locations.md index 808dbd1735b..8cac2750ff9 100644 --- a/microsoft-365/frontline/set-up-open-shifts-across-locations.md +++ b/microsoft-365/frontline/set-up-open-shifts-across-locations.md @@ -1,7 +1,7 @@ --- title: Set up open shifts across locations in Shifts for your frontline author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: install-set-up-deploy diff --git a/microsoft-365/frontline/set-up-targeted-communications.md b/microsoft-365/frontline/set-up-targeted-communications.md index 1af80326f8e..270ca310426 100644 --- a/microsoft-365/frontline/set-up-targeted-communications.md +++ b/microsoft-365/frontline/set-up-targeted-communications.md @@ -1,7 +1,7 @@ --- title: Set up targeted communications for your frontline author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: yinchang, aaglick ms.topic: install-set-up-deploy diff --git a/microsoft-365/frontline/shifts-connector-blue-yonder-admin-center-manage.md b/microsoft-365/frontline/shifts-connector-blue-yonder-admin-center-manage.md index ef7bd306cde..404ad8da525 100644 --- a/microsoft-365/frontline/shifts-connector-blue-yonder-admin-center-manage.md +++ b/microsoft-365/frontline/shifts-connector-blue-yonder-admin-center-manage.md @@ -1,7 +1,7 @@ --- title: Use the Microsoft 365 admin center to manage your Shifts connection to Blue Yonder Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connector-blue-yonder-known-issues.md b/microsoft-365/frontline/shifts-connector-blue-yonder-known-issues.md index 303ce8b5e0a..f98dcc128ad 100644 --- a/microsoft-365/frontline/shifts-connector-blue-yonder-known-issues.md +++ b/microsoft-365/frontline/shifts-connector-blue-yonder-known-issues.md @@ -1,7 +1,7 @@ --- title: Teams Shifts connector for Blue Yonder known issues author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: troubleshooting diff --git a/microsoft-365/frontline/shifts-connector-blue-yonder-powershell-setup.md b/microsoft-365/frontline/shifts-connector-blue-yonder-powershell-setup.md index 7c719d7faa5..e3535593fa3 100644 --- a/microsoft-365/frontline/shifts-connector-blue-yonder-powershell-setup.md +++ b/microsoft-365/frontline/shifts-connector-blue-yonder-powershell-setup.md @@ -1,7 +1,7 @@ --- title: Use PowerShell to connect Shifts to Blue Yonder Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connector-powershell-manage.md b/microsoft-365/frontline/shifts-connector-powershell-manage.md index 6b5040bf4b6..b5ed5a0844e 100644 --- a/microsoft-365/frontline/shifts-connector-powershell-manage.md +++ b/microsoft-365/frontline/shifts-connector-powershell-manage.md @@ -1,7 +1,7 @@ --- title: Use PowerShell to manage your Shifts connection to Blue Yonder Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connector-ukg-admin-center-manage.md b/microsoft-365/frontline/shifts-connector-ukg-admin-center-manage.md index 11661b528a2..777a3ac485c 100644 --- a/microsoft-365/frontline/shifts-connector-ukg-admin-center-manage.md +++ b/microsoft-365/frontline/shifts-connector-ukg-admin-center-manage.md @@ -1,7 +1,7 @@ --- title: Use the Microsoft 365 admin center to manage your Shifts connection to UKG Pro Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connector-ukg-known-issues.md b/microsoft-365/frontline/shifts-connector-ukg-known-issues.md index b9e9ebc4827..84af47a3849 100644 --- a/microsoft-365/frontline/shifts-connector-ukg-known-issues.md +++ b/microsoft-365/frontline/shifts-connector-ukg-known-issues.md @@ -1,7 +1,7 @@ --- title: Team Shifts connector for UKG Pro Workforce Management known issues author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: troubleshooting diff --git a/microsoft-365/frontline/shifts-connector-ukg-powershell-manage.md b/microsoft-365/frontline/shifts-connector-ukg-powershell-manage.md index 2bc410599c9..7e31e162e4a 100644 --- a/microsoft-365/frontline/shifts-connector-ukg-powershell-manage.md +++ b/microsoft-365/frontline/shifts-connector-ukg-powershell-manage.md @@ -1,7 +1,7 @@ --- title: Use PowerShell to manage your Shifts connection to UKG Pro Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connector-ukg-powershell-setup.md b/microsoft-365/frontline/shifts-connector-ukg-powershell-setup.md index 266b684ad85..ffd150fee69 100644 --- a/microsoft-365/frontline/shifts-connector-ukg-powershell-setup.md +++ b/microsoft-365/frontline/shifts-connector-ukg-powershell-setup.md @@ -1,7 +1,7 @@ --- title: Use PowerShell to connect Shifts to UKG Pro Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connector-wizard-ukg.md b/microsoft-365/frontline/shifts-connector-wizard-ukg.md index 8a28e1f66f9..ca90160266c 100644 --- a/microsoft-365/frontline/shifts-connector-wizard-ukg.md +++ b/microsoft-365/frontline/shifts-connector-wizard-ukg.md @@ -1,7 +1,7 @@ --- title: Use the Shifts connector wizard to connect Shifts to UKG Pro Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connector-wizard.md b/microsoft-365/frontline/shifts-connector-wizard.md index fbf2620a6a3..69e4ce9b90b 100644 --- a/microsoft-365/frontline/shifts-connector-wizard.md +++ b/microsoft-365/frontline/shifts-connector-wizard.md @@ -1,7 +1,7 @@ --- title: Use the Shifts connector wizard to connect Shifts to Blue Yonder Workforce Management author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: how-to diff --git a/microsoft-365/frontline/shifts-connectors.md b/microsoft-365/frontline/shifts-connectors.md index fc35c4310f2..878dbcb2221 100644 --- a/microsoft-365/frontline/shifts-connectors.md +++ b/microsoft-365/frontline/shifts-connectors.md @@ -1,7 +1,7 @@ --- title: Shifts connectors author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.topic: article audience: admin diff --git a/microsoft-365/frontline/shifts-custom-wfm-integration.md b/microsoft-365/frontline/shifts-custom-wfm-integration.md index ff60d980273..355c1adda4a 100644 --- a/microsoft-365/frontline/shifts-custom-wfm-integration.md +++ b/microsoft-365/frontline/shifts-custom-wfm-integration.md @@ -1,7 +1,7 @@ --- title: Create a custom integration to sync your workforce management system with Shifts author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: harrywong ms.topic: integration diff --git a/microsoft-365/frontline/shifts-for-teams-landing-page.md b/microsoft-365/frontline/shifts-for-teams-landing-page.md index 4dc9d7d2d89..5c76de6820a 100644 --- a/microsoft-365/frontline/shifts-for-teams-landing-page.md +++ b/microsoft-365/frontline/shifts-for-teams-landing-page.md @@ -3,7 +3,7 @@ title: Shifts for your frontline organization description: Get the admin guidance you need to deploy and manage Shifts, the schedule management tool, in Microsoft Teams. ms.topic: article author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin ms.reviewer: harrywong diff --git a/microsoft-365/frontline/shifts-frontline-manager-worker-roles.md b/microsoft-365/frontline/shifts-frontline-manager-worker-roles.md index 2e65ddddb87..44f2a37c224 100644 --- a/microsoft-365/frontline/shifts-frontline-manager-worker-roles.md +++ b/microsoft-365/frontline/shifts-frontline-manager-worker-roles.md @@ -1,7 +1,7 @@ --- title: Use roles to define your frontline managers and workers in Shifts author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.topic: how-to audience: admin diff --git a/microsoft-365/frontline/simplify-business-processes.md b/microsoft-365/frontline/simplify-business-processes.md index 1e3ce826ced..1f2d17d53f0 100644 --- a/microsoft-365/frontline/simplify-business-processes.md +++ b/microsoft-365/frontline/simplify-business-processes.md @@ -3,7 +3,7 @@ title: Simplify business processes for frontline teams description: Learn how your frontline workforce can simplify their business processes with Microsoft Teams. ms.topic: solution-overview author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/sms-notifications-usage-report.md b/microsoft-365/frontline/sms-notifications-usage-report.md index 70ae43a602b..879f6bd8057 100644 --- a/microsoft-365/frontline/sms-notifications-usage-report.md +++ b/microsoft-365/frontline/sms-notifications-usage-report.md @@ -1,7 +1,7 @@ --- title: Microsoft Teams SMS notifications usage report author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: Admin ms.topic: article diff --git a/microsoft-365/frontline/switch-from-enterprise-to-frontline.md b/microsoft-365/frontline/switch-from-enterprise-to-frontline.md index df9bc6cd3be..c3f703a6e17 100644 --- a/microsoft-365/frontline/switch-from-enterprise-to-frontline.md +++ b/microsoft-365/frontline/switch-from-enterprise-to-frontline.md @@ -1,7 +1,7 @@ --- title: Changing from a Microsoft 365 E plan to a Microsoft 365 F plan author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.topic: article audience: admin diff --git a/microsoft-365/frontline/teams-for-financial-services.md b/microsoft-365/frontline/teams-for-financial-services.md index 9f6e7acb20b..8ee16a33f56 100644 --- a/microsoft-365/frontline/teams-for-financial-services.md +++ b/microsoft-365/frontline/teams-for-financial-services.md @@ -3,7 +3,7 @@ title: Microsoft 365 for Financial Services description: Learn about the admin resources available to manage and get the most out of Teams for your frontline financial services workforce. ms.topic: solution-overview author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/teams-for-manufacturing.md b/microsoft-365/frontline/teams-for-manufacturing.md index cd121a6c69c..588d2a540a5 100644 --- a/microsoft-365/frontline/teams-for-manufacturing.md +++ b/microsoft-365/frontline/teams-for-manufacturing.md @@ -3,7 +3,7 @@ title: Microsoft 365 for Manufacturing description: Learn about the admin resources available to manage and get the most out of Teams for your frontline manufacturing workforce. ms.topic: solution-overview author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/teams-for-retail-landing-page.md b/microsoft-365/frontline/teams-for-retail-landing-page.md index 11a5caba523..3b1c4227cef 100644 --- a/microsoft-365/frontline/teams-for-retail-landing-page.md +++ b/microsoft-365/frontline/teams-for-retail-landing-page.md @@ -3,7 +3,7 @@ title: Microsoft 365 for retail organizations description: Learn about the admin resources available to manage and get the most out of Teams for your retail stores and workforce. ms.topic: solution-overview author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: admin f1.keywords: diff --git a/microsoft-365/frontline/teams-in-hc.md b/microsoft-365/frontline/teams-in-hc.md index 6525664732d..4f516d7c809 100644 --- a/microsoft-365/frontline/teams-in-hc.md +++ b/microsoft-365/frontline/teams-in-hc.md @@ -1,7 +1,7 @@ --- title: Get started with Microsoft 365 for healthcare organizations author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: solution-overview diff --git a/microsoft-365/frontline/virtual-appointments-app.md b/microsoft-365/frontline/virtual-appointments-app.md index 6be58488132..adcb27fcf5c 100644 --- a/microsoft-365/frontline/virtual-appointments-app.md +++ b/microsoft-365/frontline/virtual-appointments-app.md @@ -1,7 +1,7 @@ --- title: Use the Virtual Appointments app in Microsoft Teams author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: ITPro ms.topic: how-to diff --git a/microsoft-365/frontline/virtual-appointments-call-quality.md b/microsoft-365/frontline/virtual-appointments-call-quality.md index 6d812d99012..432fc760dbd 100644 --- a/microsoft-365/frontline/virtual-appointments-call-quality.md +++ b/microsoft-365/frontline/virtual-appointments-call-quality.md @@ -1,7 +1,7 @@ --- title: Microsoft Teams Virtual Appointments Call Quality Dashboard author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: Admin ms.topic: article diff --git a/microsoft-365/frontline/virtual-appointments-usage-report.md b/microsoft-365/frontline/virtual-appointments-usage-report.md index 100a414e0dd..76f982fc12b 100644 --- a/microsoft-365/frontline/virtual-appointments-usage-report.md +++ b/microsoft-365/frontline/virtual-appointments-usage-report.md @@ -1,7 +1,7 @@ --- title: Microsoft Teams Virtual Appointments usage report author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper audience: Admin ms.topic: article diff --git a/microsoft-365/frontline/virtual-appointments.md b/microsoft-365/frontline/virtual-appointments.md index 653e243dcd7..4ce3e2e0c19 100644 --- a/microsoft-365/frontline/virtual-appointments.md +++ b/microsoft-365/frontline/virtual-appointments.md @@ -1,7 +1,7 @@ --- title: Virtual Appointments with Microsoft Teams author: lana-chin -ms.author: v-chinlana +ms.author: jtremper manager: jtremper ms.reviewer: revathim ms.topic: solution-overview diff --git a/microsoft-365/includes/office-365-u.s.-government-dod-endpoints.md b/microsoft-365/includes/office-365-u.s.-government-dod-endpoints.md index 0d57353310c..958c676506e 100644 --- a/microsoft-365/includes/office-365-u.s.-government-dod-endpoints.md +++ b/microsoft-365/includes/office-365-u.s.-government-dod-endpoints.md @@ -1,7 +1,7 @@ - - + + ## Exchange Online @@ -10,7 +10,7 @@ ID | Category | ER | Addresses | Ports 1 | Optimize
Required | Yes | `outlook-dod.office365.us, webmail.apps.mil`
`20.35.192.0/20, 40.66.24.0/21, 2001:489a:2200:500::/56, 2001:489a:2200:700::/56` | **TCP:** 443, 80 4 | Default
Required | Yes | `outlook-dod.office365.us, webmail.apps.mil` | **TCP:** 143, 25, 587, 993, 995 5 | Default
Required | Yes | `attachments-dod.office365-net.us, autodiscover-s-dod.office365.us, autodiscover..mail.onmicrosoft.com, autodiscover..mail.onmicrosoft.us, autodiscover..onmicrosoft.com, autodiscover..onmicrosoft.us` | **TCP:** 443, 80 -6 | Allow
Required | Yes | `*.protection.apps.mil, *.protection.office365.us`
`23.103.191.0/24, 23.103.199.0/25, 23.103.204.0/22, 2001:489a:2202::/62, 2001:489a:2202:8::/62, 2001:489a:2202:2000::/63` | **TCP:** 25, 443 +6 | Allow
Required | Yes | `*.protection.apps.mil, *.protection.office365.us, *.usgovcloud-mx.microsoft`
`23.103.191.0/24, 23.103.199.0/25, 23.103.204.0/22, 2001:489a:2202::/62, 2001:489a:2202:8::/62, 2001:489a:2202:2000::/63` | **TCP:** 25, 443 ## SharePoint Online and OneDrive for Business @@ -33,7 +33,7 @@ ID | Category | ER | Addresses | Ports ID | Category | ER | Addresses | Ports -- | ------------------- | --- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------- 11 | Allow
Required | Yes | `*.dod.online.office365.us`
`52.127.80.0/23, 2001:489a:2208:8000::/49` | **TCP:** 443 -12 | Default
Required | No | `*.apps.mil, *.office365.us` | **TCP:** 443, 80 +12 | Default
Required | No | `*.apps.mil, *.office365.us, *.usgovcloud-static.microsoft, *.usgovcloud-usercontent.microsoft, *.usgovcloud.microsoft` | **TCP:** 443, 80 13 | Allow
Required | Yes | `*.auth.microsoft.us, *.gov.us.microsoftonline.com, dod-graph.microsoft.us, graph.microsoftazure.us, login.microsoftonline.us`
`20.140.232.0/23, 52.126.194.0/23, 2001:489a:3500::/50` | **TCP:** 443 14 | Default
Required | No | `*.msauth.net, *.msauthimages.us, *.msftauth.net, *.msftauthimages.us, clientconfig.microsoftonline-p.net, graph.windows.net, login-us.microsoftonline.com, login.microsoftonline-p.com, login.microsoftonline.com, login.windows.net, loginex.microsoftonline.com, mscrl.microsoft.com, nexus.microsoftonline-p.com, secure.aadcdn.microsoftonline-p.com` | **TCP:** 443 15 | Allow
Required | Yes | `portal.apps.mil, reports.apps.mil, webshell.dodsuite.office365.us, www.ohome.apps.mil`
`52.127.72.42/32, 52.127.76.42/32, 52.180.251.166/32, 52.181.24.112/32, 52.181.160.113/32, 52.182.24.200/32, 52.182.54.237/32` | **TCP:** 443 diff --git a/microsoft-365/includes/office-365-u.s.-government-gcc-high-endpoints.md b/microsoft-365/includes/office-365-u.s.-government-gcc-high-endpoints.md index 6ed3378a84e..c59d0ebe6d8 100644 --- a/microsoft-365/includes/office-365-u.s.-government-gcc-high-endpoints.md +++ b/microsoft-365/includes/office-365-u.s.-government-gcc-high-endpoints.md @@ -1,16 +1,16 @@ - - + + ## Exchange Online ID | Category | ER | Addresses | Ports --- | -------------------- | --- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------- +-- | -------------------- | --- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------- 1 | Optimize
Required | Yes | `outlook.office365.us`
`20.35.208.0/20, 20.35.240.0/21, 40.66.16.0/21, 2001:489a:2200:100::/56, 2001:489a:2200:400::/56, 2001:489a:2200:600::/56` | **TCP:** 443, 80 4 | Default
Required | Yes | `attachments.office365-net.us, autodiscover-s.office365.us, autodiscover..mail.onmicrosoft.com, autodiscover..mail.onmicrosoft.us, autodiscover..onmicrosoft.com, autodiscover..onmicrosoft.us` | **TCP:** 443, 80 5 | Default
Required | Yes | `outlook.office365.us` | **TCP:** 143, 25, 587, 993, 995 -6 | Allow
Required | Yes | `*.manage.office365.us, *.protection.office365.us, *.scc.office365.us, manage.office365.us, scc.office365.us`
`23.103.191.0/24, 23.103.199.128/25, 23.103.208.0/22, 52.227.182.149/32, 52.238.74.212/32, 52.244.65.13/32, 2001:489a:2202:4::/62, 2001:489a:2202:c::/62, 2001:489a:2202:2000::/63` | **TCP:** 25, 443 +6 | Allow
Required | Yes | `*.manage.office365.us, *.protection.office365.us, *.scc.office365.us, *.usgovcloud-mx.microsoft, manage.office365.us, scc.office365.us`
`23.103.191.0/24, 23.103.199.128/25, 23.103.208.0/22, 52.227.182.149/32, 52.238.74.212/32, 52.244.65.13/32, 2001:489a:2202:4::/62, 2001:489a:2202:c::/62, 2001:489a:2202:2000::/63` | **TCP:** 25, 443 ## SharePoint Online and OneDrive for Business @@ -40,7 +40,7 @@ ID | Category | ER | Addresses | Ports 17 | Allow
Required | Yes | `*.osi.office365.us, gcchigh.loki.office365.us, tasks.office365.us`
`52.127.240.0/20, 2001:489a:2206::/48` | **TCP:** 443 18 | Default
Required | No | `*.office.delivery.microsoft.com, activation.sls.microsoft.com, crl.microsoft.com, go.microsoft.com, insertmedia.bing.office.net, mrodevicemgr.officeapps.live.com, ocsa.officeapps.live.com, ocsredir.officeapps.live.com, ocws.officeapps.live.com, office15client.microsoft.com, officecdn.microsoft.com, officecdn.microsoft.com.edgesuite.net, officepreviewredir.microsoft.com, officeredir.microsoft.com, ols.officeapps.live.com, r.office.microsoft.com` | **TCP:** 443, 80 19 | Default
Required | No | `cdn.odc.officeapps.live.com, odc.officeapps.live.com, officeclient.microsoft.com` | **TCP:** 443, 80 -23 | Default
Required | No | `*.office365.us` | **TCP:** 443, 80 +23 | Default
Required | No | `*.office365.us, *.usgovcloud-static.microsoft, *.usgovcloud-usercontent.microsoft, *.usgovcloud.microsoft` | **TCP:** 443, 80 24 | Default
Required | No | `lpcres.delve.office.com` | **TCP:** 443 25 | Default
Required | No | `*.cdn.office.net` | **TCP:** 443, 80 26 | Allow
Required | Yes | `*.security.microsoft.us, compliance.microsoft.us, purview.microsoft.us, scc.office365.us, security.microsoft.us`
`20.158.112.0/21, 52.127.240.0/20, 2001:489a:2209::/49` | **TCP:** 443, 80 diff --git a/microsoft-365/includes/office-365-worldwide-endpoints.md b/microsoft-365/includes/office-365-worldwide-endpoints.md index 0dbb6bee35e..af913dc3d34 100644 --- a/microsoft-365/includes/office-365-worldwide-endpoints.md +++ b/microsoft-365/includes/office-365-worldwide-endpoints.md @@ -1,7 +1,7 @@ - - + + ## Exchange Online @@ -28,9 +28,9 @@ ID | Category | ER | Addresses | Ports ## Microsoft Teams ID | Category | ER | Addresses | Ports ---- | ------------------------------------------------------------------------------------------------------------- | --- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------- +--- | ------------------------------------------------------------------------------------------------------------- | --- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------- 11 | Optimize
Required | Yes | `52.112.0.0/14, 52.122.0.0/15, 2603:1063::/38` | **UDP:** 3478, 3479, 3480, 3481 -12 | Allow
Required | Yes | `*.lync.com, *.teams.cloud.microsoft, *.teams.microsoft.com, teams.cloud.microsoft, teams.microsoft.com`
`52.112.0.0/14, 52.122.0.0/15, 52.238.119.141/32, 52.244.160.207/32, 2603:1027::/48, 2603:1037::/48, 2603:1047::/48, 2603:1057::/48, 2603:1063::/38, 2620:1ec:6::/48, 2620:1ec:40::/42` | **TCP:** 443, 80 +12 | Allow
Required | Yes | `*.lync.com, *.teams.cloud.microsoft, *.teams.microsoft.com, teams.cloud.microsoft, teams.microsoft.com`
`52.112.0.0/14, 52.122.0.0/15, 52.238.119.141/32, 52.244.160.207/32, 2603:1027::/48, 2603:1037::/48, 2603:1047::/48, 2603:1057::/48, 2603:1063::/38, 2620:1ec:6::/48, 2620:1ec:40::/42` | **TCP:** 443, 80
**UDP:** 443 16 | Default
Required | No | `*.keydelivery.mediaservices.windows.net, *.streaming.mediaservices.windows.net` | **TCP:** 443 17 | Default
Required | No | `aka.ms` | **TCP:** 443 18 | Default
Optional
**Notes:** Federation with Skype and public IM connectivity: Contact picture retrieval | No | `*.users.storage.live.com` | **TCP:** 443 diff --git a/microsoft-365/includes/smb-how-to-get-tech-support.md b/microsoft-365/includes/smb-how-to-get-tech-support.md new file mode 100644 index 00000000000..d87ef289f50 --- /dev/null +++ b/microsoft-365/includes/smb-how-to-get-tech-support.md @@ -0,0 +1,14 @@ +--- +ms.author: kvice +author: kelleyvice-msft +ms.date: 03/18/2025 +ms.service: microsoft-365-business +ms.topic: include +--- + +> [!TIP] +> Some configuration tasks might be complex to perform. For technical support, follow these steps: +> 1. Go to [admin.microsoft.com](https://admin.microsoft.com), select **Help & Support** at the bottom right, and type your question. +> 2. Review the results and if you still have questions, **select the headset** to contact technical support. +> +> To learn about your options for contacting support, see [Get support for Microsoft 365 for business](/microsoft-365/admin/get-help-support). \ No newline at end of file diff --git a/microsoft-365/index.yml b/microsoft-365/index.yml index c6e1b134cf8..77fa7af5f32 100644 --- a/microsoft-365/index.yml +++ b/microsoft-365/index.yml @@ -110,6 +110,9 @@ conceptualContent: - url: /office365/planner itemType: overview text: Planner + - url: /microsoft-365/places + itemType: overview + text: Microsoft Places # Card - title: Microsoft 365 Apps and Office links: diff --git a/microsoft-365/lighthouse/TOC.yml b/microsoft-365/lighthouse/TOC.yml index c8ef03f105b..c5b79951a18 100644 --- a/microsoft-365/lighthouse/TOC.yml +++ b/microsoft-365/lighthouse/TOC.yml @@ -17,6 +17,8 @@ items: href: m365-lighthouse-overview-of-permissions.md - name: Manage Lighthouse RBAC permissions href: m365-lighthouse-manage-lighthouse-rbac-permissions.md + - name: View your assigned roles + href: m365-lighthouse-view-your-roles.md - name: Configure portal security href: m365-lighthouse-configure-portal-security.md - name: Review audit logs @@ -69,8 +71,8 @@ items: items: - name: Overview of the Tenants page href: m365-lighthouse-tenants-page-overview.md - - name: View your Microsoft Entra roles across tenants - href: m365-lighthouse-view-your-roles.md + - name: Create a customer report + href: m365-lighthouse-create-customer-report.md - name: Manage your tenant list href: m365-lighthouse-manage-tenant-list.md - name: View tenant service health diff --git a/microsoft-365/lighthouse/m365-lighthouse-create-customer-report.md b/microsoft-365/lighthouse/m365-lighthouse-create-customer-report.md new file mode 100644 index 00000000000..1cc534f2658 --- /dev/null +++ b/microsoft-365/lighthouse/m365-lighthouse-create-customer-report.md @@ -0,0 +1,56 @@ +--- +title: "Create a customer report in Microsoft 365 Lighthouse" +f1.keywords: CSH +ms.author: sharik +author: SKjerland +manager: scotv +ms.reviewer: ebamoh +ms.date: 03/12/2025 +audience: Admin +ms.topic: how-to +ms.service: microsoft-365-lighthouse +ms.localizationpriority: medium +ms.collection: +- Tier1 +- scotvorg +- M365-subscription-management +- Adm_O365 +ms.custom: +- AdminSurgePortfolio +- M365-Lighthouse +search.appverid: MET150 +description: "For Managed Service Providers (MSPs) using Microsoft 365 Lighthouse, learn how to create a PDF report for each of the customer tenants that you manage in Lighthouse." +--- + +# Create a customer report in Microsoft 365 Lighthouse + +You can create a PDF report in Microsoft 365 Lighthouse for each of your customer tenants that shows the status of their security posture along with opportunities to help them get the most value from their existing licenses. The report also summarizes activities that your partner organization performed in Lighthouse to keep the customer safe, secure, and productive. The report is designed to be shared with customers and can be especially helpful during monthly or quarterly business reviews. + +## Before you begin + +To create a customer report, you must hold at least the Global Reader role in Microsoft Entra ID for the customer tenant. To learn more, see [Overview of permissions in Microsoft 365 Lighthouse](m365-lighthouse-overview-of-permissions.md). For a complete list of Microsoft Entra roles and the actions they can perform, see [Microsoft Entra built-in roles](/entra/identity/role-based-access-control/permissions-reference). + +## Create a customer report + +1. In the left navigation pane in Lighthouse, select **Tenants**. + +2. Select a tenant that shows **Managed** in the **Lighthouse management** column to open the tenant details page for that tenant. + +3. On the **Overview** tab, select **Summary** in the left pane, and then select **Create customer report**. + + A details pane opens showing an overview of the information contained in the report. + +4. To create and download a PDF copy of the report, select **Download PDF**. + +> [!NOTE] +> The data in customer reports is refreshed once a week. + +## Next steps + +After you download a PDF copy of the report, you can retrieve it from the Downloads folder on your computer and share it with your customer. + +## Related content + +[Set up GDAP in Microsoft 365 Lighthouse](m365-lighthouse-setup-gdap.md) (article)\ +[Overview of permissions in Microsoft 365 Lighthouse](m365-lighthouse-overview-of-permissions.md) (article)\ +[Overview of the Tenants page in Microsoft 365 Lighthouse](m365-lighthouse-tenants-page-overview.md) (article) diff --git a/microsoft-365/lighthouse/m365-lighthouse-overview-of-permissions.md b/microsoft-365/lighthouse/m365-lighthouse-overview-of-permissions.md index 50444bff630..dffe046394d 100644 --- a/microsoft-365/lighthouse/m365-lighthouse-overview-of-permissions.md +++ b/microsoft-365/lighthouse/m365-lighthouse-overview-of-permissions.md @@ -74,6 +74,7 @@ The following table describes the actions that each Lighthouse RBAC role can per | | Create, update, and delete tags in Lighthouse | | ✓ | ✓ | | | No | | | Assign and remove tags from tenants | | ✓ | ✓ | | | No | | | Activate and inactivate a tenant | | ✓ | ✓ | | | No | +| | Create customer reports | | | | | | Yes | | | View delegated access status | ✓ | ✓ | ✓ | ✓ | ✓ | No | | | View Microsoft Secure Score | | | | | | Yes | | | View baseline assignments | ✓ | ✓ | ✓ | ✓ | ✓ | No | diff --git a/microsoft-365/lighthouse/m365-lighthouse-view-your-roles.md b/microsoft-365/lighthouse/m365-lighthouse-view-your-roles.md index 626b7d38921..c40a493729c 100644 --- a/microsoft-365/lighthouse/m365-lighthouse-view-your-roles.md +++ b/microsoft-365/lighthouse/m365-lighthouse-view-your-roles.md @@ -1,11 +1,11 @@ --- -title: "View your Microsoft Entra roles in Microsoft 365 Lighthouse" +title: "View your assigned roles in Microsoft 365 Lighthouse" f1.keywords: NOCSH ms.author: sharik author: SKjerland manager: scotv ms.reviewer: taylorau -ms.date: 09/27/2024 +ms.date: 04/10/2025 audience: Admin ms.topic: how-to ms.service: microsoft-365-lighthouse @@ -19,30 +19,40 @@ ms.custom: - AdminSurgePortfolib - M365-Lighthouse search.appverid: MET150 -description: "For Managed Service Provider (MSP) technicians using Microsoft 365 Lighthouse, learn how to view your Microsoft Entra roles across the different customer tenants that your organization manages." +description: "For Managed Service Provider (MSP) technicians using Microsoft 365 Lighthouse, learn how to view your assigned Lighthouse roles and Microsoft Entra roles in Lighthouse." --- -# View your Microsoft Entra roles in Microsoft 365 Lighthouse +# View your assigned roles in Microsoft 365 Lighthouse -This article provides instructions for how to view your Microsoft Entra roles across the different customer tenants that your organization manages. Your role determines which actions you can perform in Lighthouse. +Lighthouse role-based access control (RBAC) roles and Microsoft Entra roles determine the actions you can perform in Microsoft 365 Lighthouse: + +- *Lighthouse RBAC roles* determine the data you can access and change within your partner tenant. Lighthouse RBAC roles don't provide access to customer data. + +- *Microsoft Entra roles* provide access to customer data and are based on the granular delegated administrative privileges (GDAP) relationships you set up with your customers. ## Before you begin You must have access to a partner tenant that has onboarded to the Microsoft 365 Lighthouse service. -## View your roles - -1. In the left navigation pane in Lighthouse, select **Tenants**. +## View your assigned roles -2. From the list of tenants, select any tenant name to open the tenant details page. +There are two ways to view your assigned roles: -3. Under **Your permissions**, select **View role**. +- In the left navigation pane in Lighthouse, select **Roles** > **Assigned roles**. - On the **Roles** page, if you hold one or more roles in a customer tenant, you'll see a green checkmark in the **Enabled** column for that tenant, along with the number of roles you hold. If you don't hold any roles in a tenant, you'll see a red **X**. - -4. For customer tenants with a green checkmark next to them, expand the tenant to see the list of roles you hold in that tenant. For more information about Microsoft Entra roles and the permissions they grant, see [Microsoft Entra built-in roles](/azure/active-directory/roles/permissions-reference). +- To view the roles you hold for a specific tenant: - The **Roles** page also shows any custom tags that are applied to your tenants. You can filter the data on the page by assigned roles or tags. + 1. In the left navigation pane in Lighthouse, select **Tenants**. + + 2. From the list of tenants, select any tenant name to open the tenant details page. + + 3. Under **Your permissions**, select **View role**. + + On the **Roles** page, if you hold one or more roles in a customer tenant, you'll see a green checkmark in the **Enabled** column for that tenant, along with the number of roles you hold. If you don't hold any roles in a tenant, you'll see a red **X**. + + 4. For customer tenants with a green checkmark next to them, expand the tenant to see the list of roles you hold in that tenant. For more information about Microsoft Entra roles and the permissions they grant, see [Microsoft Entra built-in roles](/azure/active-directory/roles/permissions-reference). + + The **Roles** page also shows any custom tags that are applied to your tenants. You can filter the data on the page by assigned roles or tags. ## Next steps @@ -51,4 +61,5 @@ If you don't have permission to perform an action that you need to perform in Li ## Related content [Overview of permissions in Microsoft 365 Lighthouse](m365-lighthouse-overview-of-permissions.md) (article)\ -[Manage your tenant list in Microsoft 365 Lighthouse](m365-lighthouse-manage-tenant-list.md) (article) +[Manage Lighthouse RBAC permissions in Microsoft 365 Lighthouse](m365-lighthouse-manage-lighthouse-rbac-permissions.md) (article)\ +[Microsoft Entra built-in roles](/azure/active-directory/roles/permissions-reference) (article) diff --git a/microsoft-365/lighthouse/m365-lighthouse-whats-new.md b/microsoft-365/lighthouse/m365-lighthouse-whats-new.md index ce93c34dc0c..acd5f6bdb27 100644 --- a/microsoft-365/lighthouse/m365-lighthouse-whats-new.md +++ b/microsoft-365/lighthouse/m365-lighthouse-whats-new.md @@ -5,7 +5,7 @@ ms.author: sharik author: SKjerland manager: scotv ms.reviewer: ebamoh -ms.date: 02/19/2025 +ms.date: 04/06/2025 audience: Admin ms.topic: whats-new ms.service: microsoft-365-lighthouse @@ -32,6 +32,76 @@ We're continuously adding new features to [Microsoft 365 Lighthouse](m365-lighth > > To see which new features are currently available in your partner tenant, go to the **Home** page of Microsoft 365 Lighthouse, and then either select the **What's new** link in the upper-right corner of the page or select **What's new** on the **What's new & learning resources** card. +## March 2025 + +### Updated Assigned roles page + +We've updated the **Assigned roles** page in Microsoft 365 Lighthouse. This page shows your assigned roles and helps you understand the actions you can perform in Lighthouse: + +- **Lighthouse RBAC roles:** Determine the data you can access and change within your partner tenant. Lighthouse roles don't provide access to customer data. + +- **Microsoft Entra roles:** Provide access to customer data based on the granular delegated administrative privileges (GDAP) relationships you set up with your customers. + +To view your assigned roles, in the left navigation pane in Lighthouse, select **Roles** > **Assigned roles**. + +[Go to the Assigned roles page now](https://lighthouse.microsoft.com/#view/Microsoft_Intune_MTM/AssignedRoles.ReactView) + +To learn more, see [View your assigned roles in Microsoft 365 Lighthouse](m365-lighthouse-view-your-roles.md). + +## February 2025 + +### Track assigned licenses per subscription plan + +We've added a new **Licenses** tab to the **Subscription renewals** section of Sales Advisor. This new tab provides detailed insights on the total number of licenses assigned per subscription plan for a particular tenant. Having this information all in one place helps you manage subscriptions effectively, use available licenses efficiently, and make informed decisions. + +To see assigned licenses, go to **Sales Advisor** > **Subscription renewals**, select a tenant from the list to open the details pane, and then select the **Licenses** tab. + +[Go to the Subscription renewals page now](https://lighthouse.microsoft.com/#view/Microsoft_Intune_MTM/UpcomingRenewals.ReactView) + +To learn more, see [Overview of Sales Advisor in Microsoft 365 Lighthouse](m365-lighthouse-sales-advisor-overview.md). + +### Opportunities during subscription renewal + +We've added an **Opportunity** column to the **Subscription renewals** page in Sales Advisor that shows potential opportunities that you can leverage during the subscription renewal process with your customers. Talking about the benefits of additional services or products during renewal discussions is a great way to grow your business and help your customers. Potential opportunities are surfaced and integrated into the renewal experience, making it easy to take action. + +To check out the new **Opportunity** column, in the left navigation pane in Lighthouse, select **Sales Advisor** > **Subscription renewals**. + +[Go to the Subscription renewals page now](https://lighthouse.microsoft.com/#view/Microsoft_Intune_MTM/UpcomingRenewals.ReactView) + +To learn more, see [Overview of Sales Advisor in Microsoft 365 Lighthouse](m365-lighthouse-sales-advisor-overview.md). + +### New Group and Product filters available on Opportunities page in Sales Advisor + +We've added two new filters to the **Opportunities** page in Sales Advisor to help you better manage and prioritize your opportunities and ensure you never miss out on important deals. + +The new **Group** filter allows you to quickly identify and focus on the most relevant opportunities. This feature is particularly useful when you have multiple opportunities and need a streamlined way to manage them. The **Group** filter includes two options: + +- **New:** Displays opportunities added since you last opened Sales Advisor. Select this option to see the latest opportunities and ensure you don't miss any new leads. + +- **High priority:** Helps you focus on high-priority opportunities, which are determined based on factors such as upcoming renewals, total seat size, and product relevance. Select this option to see deals that require immediate attention and are more likely to close successfully. + +The new **Product** filter identifies opportunities related to specific products. For example, if you're looking for new Microsoft Copilot opportunities or high-priority Microsoft 365 Business Premium opportunities, use the **Product** filter to narrow your search and find exactly what you need. + +To check out the new filters, in the left navigation pane in Lighthouse, select **Sales Advisor** > **Opportunities**. + +[Go to the Opportunities page now](https://lighthouse.microsoft.com/#view/Microsoft_Intune_MTM/OrlandInsights.ReactView) + +To learn more, see [Overview of Sales Advisor in Microsoft 365 Lighthouse](m365-lighthouse-sales-advisor-overview.md). + +## January 2025 + +### Create an "Executive Summary" customer report + +You can now generate a report for each customer tenant in Microsoft 365 Lighthouse that highlights key areas around security posture and business status. The report also summarizes key activities your partner organization performed in Lighthouse to keep customers safe, secure, and productive. + +We heard from you about the need to share a report with your customers during monthly or quarterly business reviews and this Executive Summary is the first step towards building the end-to-end views needed to ensure reviews with customers are as productive as possible. + +To generate a customer report, in the left navigation pane in Lighthouse, select **Tenants**, and then select any tenant in the list to open the tenant details page. From there, select the **Overview** tab, select **Summary** in the left pane, and then select **Create report**. + +[Go to the Tenants page now](https://lighthouse.microsoft.com/#view/Microsoft_Intune_MTM/Tenants.ReactView) (once there, select a tenant) + +To learn more, see [Create a customer report in Microsoft 365 Lighthouse](m365-lighthouse-create-customer-report.md). + ## December 2024 ### View all commercial licenses for a customer tenant @@ -114,6 +184,18 @@ We've made it easy for you to access customer tenant details from any page in Li ## September 2024 +### Track expired subscriptions + +To help you keep track of expired subscriptions more effectively, ensure timely follow-up with customers, and minimize service disruptions, we've added an **Expired** tab to Sales Advisor. This new **Expired** tab reduces the risk of missed renewals and helps maintain continuous service for your customers. + +The **Expired** tab shows customer tenants that have expired subscriptions that are currently in a grace period. Select any of the expired subscriptions under a tenant to open a details pane that shows more information about the expired subscriptions. + +To access information about a customer tenant's expired subscriptions, in the left navigation pane in Lighthouse, select **Sales Advisor** > **Subscription renewals**, and then select the **Expired** tab. + +[Go to the Subscription renewals page now](https://lighthouse.microsoft.com/#view/Microsoft_Intune_MTM/UpcomingRenewals.ReactView) + +To learn more, see [Overview of Sales Advisor in Microsoft 365 Lighthouse](m365-lighthouse-sales-advisor-overview.md). + ### Delegated access page We've simplified management of granular delegated administrative privileges (GDAP) in Microsoft 365 Lighthouse by removing the GDAP Setup tool and replacing it with the **Delegated access** page. This new page lets you do the following: diff --git a/microsoft-365/loop/loop-compliance-summary.md b/microsoft-365/loop/loop-compliance-summary.md index e5bfb0b8d71..65ebfabbb1a 100644 --- a/microsoft-365/loop/loop-compliance-summary.md +++ b/microsoft-365/loop/loop-compliance-summary.md @@ -1,6 +1,6 @@ --- ms.date: 03/06/2025 -title: "Summary of governance, lifecycle, and compliance capabilities for Loop experiences" +title: "Summary of governance, lifecycle, and compliance capabilities for Copilot Pages and Loop experiences" ms.reviewer: dancost, tonchan ms.author: jenz author: jenzamora @@ -21,10 +21,10 @@ ms.collection: search.appverid: - SPO160 - MET150 -description: "Learn about the governance, data lifecycle management, and compliance capabilities for Loop experiences." +description: "Learn about the governance, data lifecycle management, and compliance capabilities for Copilot Pages and Loop experiences." --- -# Summary of governance, lifecycle, and compliance capabilities for Loop +# Summary of governance, lifecycle, and compliance capabilities for Copilot Pages and Loop As a Compliance Manager or IT administrator, it's crucial to stay up-to-date on the latest governance, data lifecycle, and compliance posture for the software solutions being used in your organization. This article details the capabilities available and not available yet for [Microsoft Loop](https://www.microsoft.com/en-us/microsoft-loop). @@ -58,7 +58,7 @@ As a Compliance Manager or IT administrator, it's crucial to stay up-to-date on |Legal Hold |**Legal Hold** support to ensure content isn't deleted (as related to litigation and security investigations) and stored in the [Preservation Hold Library](/sharepoint/governance/ediscovery-and-in-place-holds-in-sharepoint-server).|**Legal Hold** support to ensure content isn't deleted (as related to litigation and security investigations) and stored in the [Preservation Hold Library](/sharepoint/governance/ediscovery-and-in-place-holds-in-sharepoint-server).| |***Microsoft 365 retention and deletion***|---|---| |Retention policies |**[Retention policies](/purview/create-retention-policies?tabs=other-retention)** from Microsoft Purview Data Lifecycle Management are enforced for all .loop files.|**[Retention policies](/purview/create-retention-policies?tabs=other-retention)** from Microsoft Purview Data Lifecycle Management configured for all SharePoint sites are enforced for all .loop files or alternatively can be configured per Loop workspace *.| -|Retention labels |**[Retention labels](/purview/retention#retention-labels)** from Microsoft Purview Data Lifecycle Management and Microsoft Purview Records Management are supported for .loop files by [applying published labels](/purview/create-apply-retention-labels?tabs=spo-onedrive) in OneDrive or SharePoint, or [automatically applying](/purview/apply-retention-labels-automatically) the labels.| **[Retention labels](/purview/retention#retention-labels)** from Microsoft Purview Data Lifecycle Management and Microsoft Purview Records Management are supported for .loop files by [applying published labels](/purview/create-apply-retention-labels?tabs=spo-onedrive) in SharePoint, or [automatically applying](/purview/apply-retention-labels-automatically) the labels.

**Not Yet Available**:
Retention labels cannot be viewed or applied directly from a Loop component outside the Loop app, the user must navigate to the Loop component within the Loop app itself to view or apply a retention label on a Loop component or page. In addition, manually applying a record lock or regulatory record lock is not yet available. +|Retention labels |**[Retention labels](/purview/retention#retention-labels)** from Microsoft Purview Data Lifecycle Management and Microsoft Purview Records Management are supported for .loop files by [applying published labels](/purview/create-apply-retention-labels?tabs=spo-onedrive) in OneDrive or SharePoint, or [automatically applying](/purview/apply-retention-labels-automatically) the labels.| **[Retention labels](/purview/retention#retention-labels)** from Microsoft Purview Data Lifecycle Management and Microsoft Purview Records Management are supported for .loop files by [applying published labels](/purview/create-apply-retention-labels?tabs=spo-onedrive) in SharePoint and [automatically applying](/purview/apply-retention-labels-automatically) the labels. There's limited support for [manually applying retention labels in the Loop app and to Loop components in apps](/purview/create-apply-retention-labels?tabs=loop%2Cdefault-label-for-sharepoint#manually-apply-retention-labels).

**Not Yet Available**:
Retention labels cannot be viewed or applied directly from a Loop component outside the Loop app. Instead, the user must navigate to the Loop component within the Loop app itself to view or apply a retention label on a Loop component or page. Retention labels that mark the content as a record or regulatory record can't be manually applied in the Loop app and if content is automatically labeled as a record, locking and unlocking this record is not yet available. | |***Information Protection***|---|---| |Sensitivity labels |**[Sensitivity labeling](/purview/sensitivity-labels-loop)** is available for Loop pages and components.|**[Sensitivity labeling](/purview/sensitivity-labels-loop)** is available for Loop pages and components, and admin configurable for individual Loop workspaces via PowerShell and rolling out in the Loop app for end users.| @@ -85,7 +85,7 @@ The following sections detail capabilities that are **not yet available** for Mi - When an **admin deletes** a Loop workspace, it **will not be removed from the user's view** of Loop workspaces. When users click on the deleted Loop workspace, it displays an error. Microsoft Roadmap ID 421613 addresses this. - When an **admin modifies the list of owners or members** of a Loop workspace through the SharePoint Admin Center or via PowerShell, the **changes won't be visible to the users within that Loop workspace**. Changes to the workspace membership are only updated in the user's view of the Loop app if they're made directly within the Loop app itself. Microsoft Roadmap ID 421613 addresses this. - All shared Loop workspaces, including Ideas, are created as tenant-owned, in the tenant default geo like SharePoint Communication sites, not in the creator's preferred data location. Copilot Pages is created as user-owned, in the geo that matches the user's preferred data location. See [storage management after user departure](/microsoft-365/loop/loop-workspaces-storage-permission#storage-management-after-user-departure) for more information on managing workspaces. Microsoft Roadmap ID 422729 addresses Ideas functioning as a shared Loop workspace. -- **Individual controls for guest or external sharing** of a specific Loop workspace isn't available. Microsoft Roadmap ID 421614 addresses this. +- **Individual controls for guest or external sharing** of a specific Loop workspace isn't available. ### eDiscovery capabilities not yet available @@ -93,8 +93,8 @@ The following sections detail capabilities that are **not yet available** for Mi ### Microsoft 365 retention and deletion capabilities not available -- Retention labels cannot be viewed or applied directly from a Loop component outside the Loop app, the user must navigate to the Loop component within the Loop app itself to view or apply a retention label on a Loop component or page -- Manually applying a record lock or regulatory record lock is not yet available. +- Retention labels cannot be viewed or applied directly from a Loop component outside the Loop app. Instead, the user must navigate to the Loop component within the Loop app itself to view or apply a retention label on a Loop component or page. +- Retention labels that mark the content as a record or regulatory record can't be manually applied in the Loop app and if content is automatically labeled as a record, locking and unlocking this record is not yet available. - For clarification only, not a limitation: retention labels have never been applied to containers like SharePoint sites or Loop workspaces; instead, use retention policies for these containers. See [retention](/purview/retention) to learn more. ## Managing Loop in your organization diff --git a/microsoft-365/loop/loop-components-configuration.md b/microsoft-365/loop/loop-components-configuration.md index 7e096094356..d85cf60b211 100644 --- a/microsoft-365/loop/loop-components-configuration.md +++ b/microsoft-365/loop/loop-components-configuration.md @@ -1,6 +1,6 @@ --- ms.date: 03/06/2025 -title: "Manage Loop components in your organization" +title: "Manage Copilot Pages and Loop components in your organization" ms.reviewer: dancost, tonchan ms.author: jenz author: jenzamora @@ -21,10 +21,10 @@ ms.collection: search.appverid: - SPO160 - MET150 -description: "Learn how to manage Loop components in your organization." +description: "Manage Copilot Pages and Loop in your organization" --- -# Loop admin policies for Loop components and Loop workspaces +# Loop admin policies for Copilot Pages, Loop components, and Loop workspaces Loop components and integrations are backed by `.loop` files (earlier releases of Loop created these as `.fluid` files), stored in OneDrive, SharePoint, or [SharePoint Embedded](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/cta). Learn more about [Loop storage](/microsoft-365/loop/loop-workspaces-storage-permission#loop-storage), which is combined with SharePoint in your tenant. IT administrators need to manage creation of Loop content and integrations using **BOTH**: @@ -56,6 +56,10 @@ You'll be able to use this group for the Cloud Policy setup procedure specified If you prefer, you can also create other types of groups to use with Cloud Policy. For more information, see [learn more about creating groups in the Microsoft 365 admin center](/microsoft-365/admin/email/create-edit-or-delete-a-security-group) or [learn more about creating dynamic groups in AzureAD](/azure/active-directory/external-identities/use-dynamic-groups). +### Exchange Online mailboxes + +To utilize all Loop app features, including workspace sharing and at mentions, it's necessary for all users to have an Exchange Online mailbox. Those with Exchange On-Premises mailboxes will not have access to the full range of Loop app capabilities. + ## Available policy settings There are several IT Admin policy settings provided to enable creation of Loop content across Microsoft 365: diff --git a/microsoft-365/loop/loop-workspaces-storage-permission.md b/microsoft-365/loop/loop-workspaces-storage-permission.md index 55f1baa5d8a..7d7800ec02e 100644 --- a/microsoft-365/loop/loop-workspaces-storage-permission.md +++ b/microsoft-365/loop/loop-workspaces-storage-permission.md @@ -1,5 +1,5 @@ --- -title: Overview of Loop workspaces storage and permissions +title: Overview of Copilot Pages and Loop workspaces storage and permissions ms.author: jenz author: jenzamora manager: jtremper @@ -14,7 +14,7 @@ ms.collection: - M365-collaboration - essentials-compliance - magic-ai-copilot -description: Learn about Loop workspaces storage and permissions in the Microsoft 365 ecosystem. +description: Learn about Copilot Pages and Loop workspaces storage and permissions in the Microsoft 365 ecosystem. f1.keywords: - CSH ms.custom: @@ -24,7 +24,7 @@ appliesto: - Microsoft Teams --- -# Overview of Loop workspaces storage and permissions +# Overview of Copilot Pages and Loop workspaces storage and permissions ## Loop Storage @@ -74,7 +74,7 @@ You can share Loop workspaces, pages, and components with users external to your - Your organization must allow sharing files with guests. Learn how to [manage this policy](/sharepoint/turn-external-sharing-on-or-off#change-the-organization-level-external-sharing-setting). - The user you're sharing with must have a guest account in your tenant or [Business-to-Business Invitation Manager is enabled](/entra/external-id/what-is-b2b). -- Your organization doesn't have sensitivity labels configured. Loop external sharing doesn't work for companies with sensitivity labels configured. Once sensitivity labels for Loop workspaces, pages, and components are generally available, then external sharing for companies with sensitivity labels configured doesn't function. Microsoft Roadmap ID 421614 addresses this. +- Sensitivity labels and conditional access can further restrict sharing, so when testing guest sharing, ensure these features aren't configured to prevent it. Workspaces can only be shared with users that have an existing guest account in your tenant. If Business-to-business Invitation Manager is enabled, users can share a page or component with a guest, which enables the flow to create a guest account for the user. diff --git a/microsoft-365/lti/TOC.yml b/microsoft-365/lti/TOC.yml index 69a60fb397b..9260e4380a8 100644 --- a/microsoft-365/lti/TOC.yml +++ b/microsoft-365/lti/TOC.yml @@ -69,3 +69,6 @@ items: items: - name: Use Microsoft Teams Meetings LTI with any LTI 1.3 compliant LMS href: integrate-with-other-lms.md + - name: Use Microsoft Teams Assignments LTI with any LTI 1.3 compliant LMS + href: teams-assignments-with-other-lms.md + diff --git a/microsoft-365/lti/browser-cookies.md b/microsoft-365/lti/browser-cookies.md index 7b428370003..c9d73075e7b 100644 --- a/microsoft-365/lti/browser-cookies.md +++ b/microsoft-365/lti/browser-cookies.md @@ -1,13 +1,14 @@ --- title: Allow cookies for LMS URLs in your browser -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 02/06/2024 audience: admin ms.topic: how-to -ms.service: microsoft-365-enterprise +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: diff --git a/microsoft-365/lti/index.md b/microsoft-365/lti/index.md index 23830f56b7c..3b8382830e3 100644 --- a/microsoft-365/lti/index.md +++ b/microsoft-365/lti/index.md @@ -1,13 +1,14 @@ --- title: An overview of Microsoft LTI apps -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman, sovaish ms.date: 06/15/2021 audience: admin ms.topic: concept-article -ms.service: microsoft-365-enterprise +ms.service: msteams +ms.subservice: teams-education search.appverid: ms.collection: - M365-modern-desktop @@ -80,6 +81,7 @@ The integration allows you to Connect Class Teams and add Teams Assignments righ - [Microsoft Assignments integration with Schoology Learning](teams-assignments-with-schoology.md). - [Microsoft Assignments integration with Blackboard](teams-assignments-with-blackboard.md). - [Microsoft Assignments integration with Desire2Learn Brightspace](teams-assignments-with-brightspace.md). +- [Microsoft Assignments integration with any LTI 1.3 compliant LMS](teams-assignments-with-other-lms.md). More LMS support coming soon! Please sign up for more information on current and future LMS integration previews at https://aka.ms/LMSPreview diff --git a/microsoft-365/lti/integrate-with-other-lms.md b/microsoft-365/lti/integrate-with-other-lms.md index 0b1651fa519..fe19981424a 100644 --- a/microsoft-365/lti/integrate-with-other-lms.md +++ b/microsoft-365/lti/integrate-with-other-lms.md @@ -1,13 +1,14 @@ --- title: Use Microsoft Teams Meetings LTI with any LTI 1.3 compliant LMS -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 10/31/2022 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/manage-microsoft-one-lti.md b/microsoft-365/lti/manage-microsoft-one-lti.md index 11d51a76c39..6d3f990c802 100644 --- a/microsoft-365/lti/manage-microsoft-one-lti.md +++ b/microsoft-365/lti/manage-microsoft-one-lti.md @@ -1,13 +1,14 @@ --- title: Manage Microsoft LMS Gateway for any LMS -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 04/04/2022 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: diff --git a/microsoft-365/lti/moodle-plugin-configuration.md b/microsoft-365/lti/moodle-plugin-configuration.md index 89e9a844117..5928789ed2d 100644 --- a/microsoft-365/lti/moodle-plugin-configuration.md +++ b/microsoft-365/lti/moodle-plugin-configuration.md @@ -1,13 +1,14 @@ --- title: Set up and configure the Moodle LMS plugins -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 04/06/2022 audience: admin ms.topic: install-set-up-deploy -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: diff --git a/microsoft-365/lti/onedrive-lti-blackboard.md b/microsoft-365/lti/onedrive-lti-blackboard.md index 1c99066a6a8..f856803360d 100644 --- a/microsoft-365/lti/onedrive-lti-blackboard.md +++ b/microsoft-365/lti/onedrive-lti-blackboard.md @@ -1,13 +1,14 @@ --- title: Use Microsoft OneDrive LTI with Blackboard -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 03/02/2022 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education ms.collection: - m365initiative-edu - tier2 diff --git a/microsoft-365/lti/onedrive-lti-brightspace.md b/microsoft-365/lti/onedrive-lti-brightspace.md index 6443d24864e..58465e4ac29 100644 --- a/microsoft-365/lti/onedrive-lti-brightspace.md +++ b/microsoft-365/lti/onedrive-lti-brightspace.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft OneDrive LTI with Desire2Learn Brightspace -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 08/03/2022 audience: admin ms.topic: integration -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education ms.collection: - m365initiative-edu - tier2 diff --git a/microsoft-365/lti/onedrive-lti-schoology.md b/microsoft-365/lti/onedrive-lti-schoology.md index 5d2dc7c75c0..3d27d889817 100644 --- a/microsoft-365/lti/onedrive-lti-schoology.md +++ b/microsoft-365/lti/onedrive-lti-schoology.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft OneDrive LTI with Schoology Learning -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 08/08/2022 audience: admin ms.topic: integration -ms.service: o365-administration +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/onedrive-lti.md b/microsoft-365/lti/onedrive-lti.md index d44e2c0651c..bf70bba30eb 100644 --- a/microsoft-365/lti/onedrive-lti.md +++ b/microsoft-365/lti/onedrive-lti.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft OneDrive LTI with Canvas -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 06/21/2021 audience: admin ms.topic: integration -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: diff --git a/microsoft-365/lti/open-lms-plugin-configuration.md b/microsoft-365/lti/open-lms-plugin-configuration.md index 9302789fb0d..8e8c9cef9f6 100644 --- a/microsoft-365/lti/open-lms-plugin-configuration.md +++ b/microsoft-365/lti/open-lms-plugin-configuration.md @@ -1,13 +1,14 @@ --- title: Set up and configure the Moodle LMS plugins for Open LMS -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 04/06/2022 audience: admin ms.topic: install-set-up-deploy -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: diff --git a/microsoft-365/lti/open-lms-teams-classes-and-meetings.md b/microsoft-365/lti/open-lms-teams-classes-and-meetings.md index da1a3c088d1..6bfa61c5239 100644 --- a/microsoft-365/lti/open-lms-teams-classes-and-meetings.md +++ b/microsoft-365/lti/open-lms-teams-classes-and-meetings.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Teams classes and meetings with Open LMS -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 04/04/2022 audience: admin ms.topic: integration -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: diff --git a/microsoft-365/lti/reflect-lti-blackboard.md b/microsoft-365/lti/reflect-lti-blackboard.md index f58c8ea9038..bc4e54907e1 100644 --- a/microsoft-365/lti/reflect-lti-blackboard.md +++ b/microsoft-365/lti/reflect-lti-blackboard.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Reflect LTI with Blackboard Learn -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: eladgr ms.date: 11/28/2023 audience: admin ms.topic: integration -ms.service: o365-administration +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/reflect-lti-brightspace.md b/microsoft-365/lti/reflect-lti-brightspace.md index 3ae9956ed97..33fd3f6781e 100644 --- a/microsoft-365/lti/reflect-lti-brightspace.md +++ b/microsoft-365/lti/reflect-lti-brightspace.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Reflect LTI with D2L Brightspace -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: eladgr ms.date: 11/28/2023 audience: admin ms.topic: integration -ms.service: o365-administration +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/reflect-lti-canvas.md b/microsoft-365/lti/reflect-lti-canvas.md index 5400aabe59b..89fe559ea6b 100644 --- a/microsoft-365/lti/reflect-lti-canvas.md +++ b/microsoft-365/lti/reflect-lti-canvas.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Reflect LTI with Canvas -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: eladgr ms.date: 12/07/2023 audience: admin ms.topic: integration -ms.service: o365-administration +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/reflect-lti-moodle.md b/microsoft-365/lti/reflect-lti-moodle.md index e34d71a4abc..b417bce43b0 100644 --- a/microsoft-365/lti/reflect-lti-moodle.md +++ b/microsoft-365/lti/reflect-lti-moodle.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Reflect LTI with Moodle -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: eladgr ms.date: 11/28/2023 audience: admin ms.topic: integration -ms.service: o365-administration +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/reflect-lti-schoology.md b/microsoft-365/lti/reflect-lti-schoology.md index 7fa57c27c66..30c6bc6a7c7 100644 --- a/microsoft-365/lti/reflect-lti-schoology.md +++ b/microsoft-365/lti/reflect-lti-schoology.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Reflect LTI with Schoology Learning -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: eladgr ms.date: 11/28/2023 audience: admin ms.topic: integration -ms.service: o365-administration +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/teams-assignments-with-blackboard.md b/microsoft-365/lti/teams-assignments-with-blackboard.md index 1e88325a35e..8cce289d5d5 100644 --- a/microsoft-365/lti/teams-assignments-with-blackboard.md +++ b/microsoft-365/lti/teams-assignments-with-blackboard.md @@ -1,12 +1,13 @@ --- title: Use Microsoft Teams Assignments LTI app with Blackboard by Anthology description: Integrate and use the Microsoft Teams Assignments learning tool interoperability (LTI) app with Blackboard by Anthology. -author: jennplatt -ms.author: avering +author: DaniEASmith +ms.author: danismith manager: mimast ms.date: 02/05/2025 ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education --- # Use Microsoft Teams Assignments LTI® with Blackboard by Anthology diff --git a/microsoft-365/lti/teams-assignments-with-brightspace.md b/microsoft-365/lti/teams-assignments-with-brightspace.md index 5c5ab3d7c12..04baa2f5b13 100644 --- a/microsoft-365/lti/teams-assignments-with-brightspace.md +++ b/microsoft-365/lti/teams-assignments-with-brightspace.md @@ -1,12 +1,13 @@ --- title: Integrate Teams Assignments with Brightspace description: Integrate and use the Microsoft Teams Assignments learning tool interoperability (LTI) app with Desire2Learn Brightspace. -author: jennplatt -ms.author: avering +author: DaniEASmith +ms.author: danismith manager: mimast ms.date: 02/10/2025 ms.topic: article -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education --- # Use Teams Assignments LTI with Desire2Learn Brightspace diff --git a/microsoft-365/lti/teams-assignments-with-canvas.md b/microsoft-365/lti/teams-assignments-with-canvas.md index bee06904a7d..6df8be246ee 100644 --- a/microsoft-365/lti/teams-assignments-with-canvas.md +++ b/microsoft-365/lti/teams-assignments-with-canvas.md @@ -1,13 +1,14 @@ --- title: Use Microsoft Teams Assignments LTI app with Canvas description: Integrate and use the Microsoft Teams Assignments learning tool interoperability (LTI) app with Canvas -author: jennplatt -ms.author: avering +author: DaniEASmith +ms.author: danismith manager: mimast ms.date: 09/12/2024 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education --- # Use Microsoft Teams Assignments LTI® app with Canvas diff --git a/microsoft-365/lti/teams-assignments-with-moodle.md b/microsoft-365/lti/teams-assignments-with-moodle.md index 598c57eda8d..1aa7da849bd 100644 --- a/microsoft-365/lti/teams-assignments-with-moodle.md +++ b/microsoft-365/lti/teams-assignments-with-moodle.md @@ -1,12 +1,13 @@ --- title: Integrate Teams Assignments with Moodle description: Integrate and use the Microsoft Teams Assignments learning tool interoperability (LTI) app with Moodle. -author: jennplatt -ms.author: avering +author: DaniEASmith +ms.author: danismith manager: mimast ms.date: 02/12/2025 ms.topic: article -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education --- # Use Teams Assignments LTI with Moodle™ diff --git a/microsoft-365/lti/teams-assignments-with-other-lms.md b/microsoft-365/lti/teams-assignments-with-other-lms.md new file mode 100644 index 00000000000..785a405fd1e --- /dev/null +++ b/microsoft-365/lti/teams-assignments-with-other-lms.md @@ -0,0 +1,80 @@ +--- +title: Use Microsoft Teams Assignments with LTI 1.3 Advantage compliant LMS +description: Learn how to integrate and use the Teams Assignments LTI app with any LTI 1.3 Advantage compliant LMS or virtual learning environment (VLE). +author: DaniEASmith +ms.author: danismith +manager: mimast +ms.date: 03/20/2025 +ms.topic: how-to +ms.service: msteams +ms.subservice: teams-education +--- + +# Use Microsoft Teams Assignments with any LTI 1.3® Advantage compliant LMS/VLE + +This guide provides steps for deploying the Microsoft Teams Assignments Learning Tools Interoperability (LTI®) app in any learning management system (LMS) that implements [the LTI® 1.3 Advantage](https://www.imsglobal.org/spec/lti/v1p3/impl/) standard as a fully conformant platform (LTI® Advantage Complete). + +For an overview of all of the Microsoft integrations for LMS, see [Integrating Microsoft products with your LMS](/microsoft-365/lti/). + +## Request a Microsoft 365 sandbox environment + +> [!IMPORTANT] +> If you're a **Microsoft Partner** that has an LTI® 1.3 Advantage compliant platform and wish to test deployment and functionality of the Teams Assignments LTI® tool on behalf of your customers, you need a Microsoft 365 Education sandbox environment to deploy and use the application. + +**To request a Microsoft 365 sandbox environment:** + +1. You first need a Microsoft Partner ID. Your Microsoft Partner ID appears in the top right corner next to your name when you log into the [Microsoft Partner Center](https://partner.microsoft.com). If you don't have one, you can obtain one by [joining the Microsoft AI Cloud Partner program](https://partner.microsoft.com/partnership). +1. When you have your Microsoft Parter ID, request a sandbox using one of the following methods based on your business type: + - [Request a Microsoft 365 Education development/testing sandbox](https://m365edupartnerportal.powerappsportals.com/MSEDUIntegrationSignup/) as an Education ISV or SI partner who builds and supports integrations with Microsoft products and services. + - [Request to join the Microsoft Global Training Partner program](https://m365edupartnerportal.powerappsportals.com/MSGTPSignup/) as a Training Partner who delivers training and support to customers on Microsoft products and services. + +> [!NOTE] +> The person who performs this integration should be an administrator of their LMS and have a Microsoft 365 Education (school) account. + +## Deploy the Teams Assignments LTI® tool for your LMS + +1. Go to the [Microsoft LMS Gateway](https://lti.microsoft.com/). +1. Select the **Go to Registration Portal** button. +1. Sign in with a _Microsoft 365 Education_ account (this is the account provided to you by your qualified education institution, or an account in your Edu Partner Microsoft 365 Education sandbox environment). +1. After signing in, select **Add new registration**. +1. Select **Microsoft** **Teams Assignments**, and then select **Next**. +1. Enter an easily identifiable **Registration name**. +1. Select **Other** as the **LMS platform**, and then select **Next**. You're given a list of keys that need to be copied and pasted to your LMS site. +1. Leave the Microsoft LMS Gateway open in your browser tab and open the LMS site in another browser or tab and log in as an administrator. +1. Navigate to your platform's LTI Tool configurations and add a new LTI 1.3 tool. +1. Copy the values provided and save them. You need to add them to your LMS LTI® 1.3 tool configuration in the following steps. Hint: Check your LMS documentation to find the steps to create a new LTI® 1.3 registration and the correct fields to paste these values into. +1. On the **Microsoft LMS gateway** tab, select **LMS provided registration keys**. +1. Copy and paste the LTI® 1.3 platform values from the LMS tool registration into correct fields on Microsoft's **LMS provided registration keys** page. Hint: Check your LMS's documentation to find the correct place to get the registration values from your LMS. +1. Select **Next**. +1. Review the fields and values summarized on the **Review and add** page. +1. If there are no errors, select **Save and exit**. +1. When you see a message indicating successful registration, you've completed registration of the platform on the Microsoft LMS Gateway. +You're now ready to continue configure common registration settings in the LTI® 1.3 tool in your LMS platform. + +## Configure common registration settings + +Every platform may have different options and steps for completing tool registration and adding placements for where the tool is launched within the platform. However, many common settings and steps are required to successfully deploy the app. + +1. Enable the tool to be available to both instructor (teacher) and learner (student) roles in the platform. +1. Enable Deep Linking. +1. Enable Names and Roles Provisioning Service (NRPS). +1. Enable Assignment and Grading Services (AGS). +1. Confirm that the Name, Email, and Username of the user that launches the tool will be sent to the tool in the privacy settings. +1. Add the following custom parameters to be replaced by the platform at runtime. The LTI spec suggests the following variables be available, but platforms may have additional variables that are better suited based on definitions. + + | **Name** | **LTI/LIS Variable** | **Description** | **Example expression** | + |---|---|---|---| + | **t** | ResourceLink.title | Title of the resource lineItem (assignment) from the label property | t=$ResourceLink.title | + | **dd** | ResourceLink.submission.endDateTime | Due date of the resource lineItem (assignment) from the endDateTime property | dd=$ResourceLink.submission.endDateTime | + | **mp** | N/A | Maximum score possible for a lineItem submission form the scoreMaximum property | mp=$ResourceLink.lineItem.scoreMaximum | + | **csid** | CourseOffering.sourcedId | Sourced ID for the course offering in the LMS | csid=$CourseOffering.sourcedId | + | **ssid** | CourseSection.sourcedId | Sourced IDs for the course sections in the LMS | ssid=$CourseSection.sourcedId | + +1. Add the secure **Icon URL** from the tool values copied if the platform requires this URL to display an icon. + +## Add placements for the tool to launch from in the LMS platform + +The Teams Assignments LTI® tool implements both a Resource Launch and a Deep Linking launch using the same **Target link URL** that is used in the core registration. + +- **Resource Launch placement** - best used in a course context as a navigation menu item placement, or where course level resources are available to instructor and student member roles. +- **Deep Linking Launch placement** - best used in a new assignment or content activity placement (external tool type of assignment/content) where the tool, when launched by an instructor, creates a resource link that can be launched from the assignments or content activity list by instructors and teachers. The tool also creates a lineItem and sends scores back to the LMS to sync into its gradebook as Teams Assignments are graded by the instructor. diff --git a/microsoft-365/lti/teams-assignments-with-schoology.md b/microsoft-365/lti/teams-assignments-with-schoology.md index 92a1abacf0c..4b754a62e6b 100644 --- a/microsoft-365/lti/teams-assignments-with-schoology.md +++ b/microsoft-365/lti/teams-assignments-with-schoology.md @@ -1,13 +1,14 @@ --- title: Use Microsoft Teams Assignments with Powerschool Schoology description: Integrate and use the Microsoft Teams Assignments learning tool interoperability (LTI) app with Powerschool Schoology -author: jennplatt -ms.author: avering +author: DaniEASmith +ms.author: danismith manager: mimast ms.date: 09/12/2024 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education --- # Use Microsoft Teams Assignments with PowerSchool Schoology Learning diff --git a/microsoft-365/lti/teams-classes-and-meetings-with-schoology.md b/microsoft-365/lti/teams-classes-and-meetings-with-schoology.md index e75fff956e7..812121a9d5c 100644 --- a/microsoft-365/lti/teams-classes-and-meetings-with-schoology.md +++ b/microsoft-365/lti/teams-classes-and-meetings-with-schoology.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Teams meetings with Schoology Learning -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 08/08/2022 audience: admin ms.topic: integration -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/teams-classes-meetings-with-brightspace.md b/microsoft-365/lti/teams-classes-meetings-with-brightspace.md index 1140e6841c7..41bbea476a3 100644 --- a/microsoft-365/lti/teams-classes-meetings-with-brightspace.md +++ b/microsoft-365/lti/teams-classes-meetings-with-brightspace.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Teams classes and meetings LTI apps with Desire2Learn Brightspace LMS -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremperger ms.reviewer: amitman ms.date: 07/06/2022 audience: admin ms.topic: integration -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/teams-classes-meetings-with-moodle.md b/microsoft-365/lti/teams-classes-meetings-with-moodle.md index 3cb2ca9242f..1b2f5cd5a19 100644 --- a/microsoft-365/lti/teams-classes-meetings-with-moodle.md +++ b/microsoft-365/lti/teams-classes-meetings-with-moodle.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Teams classes and meetings with Moodle -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 04/04/2022 audience: admin ms.topic: integration -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: diff --git a/microsoft-365/lti/teams-classes-with-blackboard.md b/microsoft-365/lti/teams-classes-with-blackboard.md index cb61b37e2ee..2056ad65c93 100644 --- a/microsoft-365/lti/teams-classes-with-blackboard.md +++ b/microsoft-365/lti/teams-classes-with-blackboard.md @@ -1,13 +1,14 @@ --- title: Use Microsoft Teams classes with Blackboard Learn Ultra -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 05/06/2021 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: @@ -24,9 +25,9 @@ Teamwork is at the core of every modern organization. By fostering collaboration Your classes might include real-time conversations, video meetings, or asynchronous interactions. You can add file sharing and cocreation experiences for your students, all in one place. Microsoft Teams classes with Learn Ultra redefine the dynamics of teaching and what effective learning means. > [!IMPORTANT] -> Ensure that you have successfully set up the Institution Email field in your [Student Information System (SIS)](https://help.blackboard.com/Learn/Administrator/SaaS/Integrations/Student_Information_System/SIS_Planning) +> Ensure that you have set up the Institution Email field in your [Student Information System (SIS)](https://help.blackboard.com/Learn/Administrator/SaaS/Integrations/Student_Information_System/SIS_Planning) > ->The Microsoft Teams classes integration relies on the institution email field in your SIS to map to the correct Microsoft Entra ID’s (Microsoft Entra ID) [User Principle Name (UPN)](/azure/active-directory/hybrid/howto-troubleshoot-upn-changes). If no institution email has been provisioned, this will default to the existing email. It’s recommended that this field be set for every user to ensure their data is synchronized correctly and that there is no conflict of email data between Microsoft Entra ID and Blackboard Learn Ultra. +>The Microsoft Teams classes integration relies on the institution email field in your SIS to map to the correct Microsoft Entra IDs (Microsoft Entra ID) [User Principle Name (UPN)](/azure/active-directory/hybrid/howto-troubleshoot-upn-changes). If no institution email has been provisioned, this will default to the existing email. It’s recommended that this field be set for every user to ensure their data is synchronized correctly and that there is no conflict of email data between Microsoft Entra ID and Blackboard Learn Ultra. > > If you haven’t set this field appropriately in your SIS mapping, the integration will continue to work, but users might not appear in the Teams classes created, and errors could occur. diff --git a/microsoft-365/lti/teams-classes-with-canvas.md b/microsoft-365/lti/teams-classes-with-canvas.md index 77bb072fc7b..70eed1c6c6f 100644 --- a/microsoft-365/lti/teams-classes-with-canvas.md +++ b/microsoft-365/lti/teams-classes-with-canvas.md @@ -1,13 +1,14 @@ --- title: Use Microsoft Teams classes with Canvas -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: sovaish ms.date: 05/26/2021 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: @@ -28,9 +29,9 @@ Microsoft Teams classes is a Learning Tools Interoperability (LTI) app that help > The current Teams classes LTI only supports syncing Canvas users with Microsoft Entra ID in a limited scope. > > - Your tenant must have a Microsoft Education license (A1 or higher). -> - Only a single Microsoft tenant can be used for mapping users between Canvas and Microsoft. +> - A single Microsoft tenant only can be used for mapping users between Canvas and Microsoft. > - Your tenant must have an exact match between a Canvas field (email, Unique User ID, SIS ID, or Integration ID) and a field in Microsoft Entra ID (User Principal Name (UPN), Primary Email Address (Mail), or Email Alias (mailNickname)). -> - If you use SDS to create classes and groups, we recommend disabling the Team Creation Option in SDS and performing a [Group Cleanup](/schooldatasync/group-cleanup) to avoid duplication of classes. SDS can still be used to sync organization and user data. +> - You must disable the Team Creation Option in School Data Sync (SDS) and perform a [Group Cleanup](/schooldatasync/group-cleanup) to avoid duplication of classes, if you use SDS to create classes and groups. SDS can still be used to sync organization and user data. ## Enable the Microsoft Teams app in Canvas diff --git a/microsoft-365/lti/teams-meetings-with-blackboard-learn.md b/microsoft-365/lti/teams-meetings-with-blackboard-learn.md index 6fc3c412942..c16f2081894 100644 --- a/microsoft-365/lti/teams-meetings-with-blackboard-learn.md +++ b/microsoft-365/lti/teams-meetings-with-blackboard-learn.md @@ -1,13 +1,14 @@ --- title: Integrate Microsoft Teams meetings with Blackboard Learn -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: amitman ms.date: 07/08/2022 audience: admin ms.topic: integration -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education ms.collection: - M365-modern-desktop - m365initiative-edu diff --git a/microsoft-365/lti/teams-meetings-with-canvas.md b/microsoft-365/lti/teams-meetings-with-canvas.md index 92b6b98784c..4f2a434bbb1 100644 --- a/microsoft-365/lti/teams-meetings-with-canvas.md +++ b/microsoft-365/lti/teams-meetings-with-canvas.md @@ -1,13 +1,14 @@ --- title: Use Microsoft Teams meetings with Canvas -author: MicrosoftHeidi -ms.author: heidip +author: DaniEASmith +ms.author: danismith manager: jacktremper ms.reviewer: sovaish ms.date: 05/26/2021 audience: admin ms.topic: how-to -ms.service: microsoft-365-business +ms.service: msteams +ms.subservice: teams-education f1.keywords: - CSH ms.collection: @@ -30,7 +31,7 @@ Microsoft Teams meetings is a Learning Tools Interoperability (LTI) app that hel > - Your tenant must have a Microsoft Education license. > - Only a single Microsoft tenant can be used for mapping users between Canvas and Microsoft. > - If you plan to use the Microsoft Teams Sync feature of Canvas concurrently with Microsoft’s School Data Sync (SDS), don't include class and class roster data in your SDS sync. You can continue to use SDS to sync all other data including users, organizations, parent contacts, and demographics. -> - You can use Teams Meetings LTI without enabling **Course Sync**. However, you won't be able to use the **Add entire class** option. You can either type or copy and paste attendees' email addresses, or add channels of existing teams to the meetings. +> - You can use Teams Meetings LTI without enabling **Course Sync**. However, you can't use the **Add entire class** option. You can either type or copy and paste attendees' email addresses, or add channels of existing teams to the meetings. ## Microsoft Office 365 Admin @@ -44,7 +45,7 @@ Before managing the Microsoft Teams integration within Instructure Canvas, it's ![Canvas Teams Sync Updated png.](https://user-images.githubusercontent.com/87142492/128552407-78cb28e9-47cf-4026-954d-12dc3553af6f.png) -4. Enter your Microsoft tenant name, login attribute, domain suffix, and Microsoft Entra lookup attribute. These fields will be used for matching users in Canvas with users in Microsoft Entra ID. +4. Enter your Microsoft tenant name, Login attribute, domain suffix, and Microsoft Entra lookup attribute. These fields are used for matching users in Canvas with users in Microsoft Entra ID. - The Login Attribute is the Canvas user attribute utilized for matching. - The Suffix field is optional and lets you specify a domain when there isn't an exact mapping between Canvas attributes and Microsoft Entra fields. For example, if your Canvas email is 'name@example.edu' while the UPN in Microsoft Entra is 'name', you can match users by entering 'example.edu' in the suffix field. - The Active Directory Lookup Attribute is the field on the Microsoft side which Canvas attributes are matched to. Select in between UPN, primary email address, or the email alias. @@ -58,7 +59,7 @@ Before managing the Microsoft Teams integration within Instructure Canvas, it's 7. Select **Accept**. > [!NOTE] - > Sync is a functionality that is managed by LMS partner and is used to sync membership at a course level to the Teams team using Microsoft graph APIs. This is primarily a functionality that an educator switches on as true at a course level. Subsequently any membership change done on LMS side for the addition or deletion of the members gets reflected using the Sync implemented by the LMS partner. Even before this process is enabled for an Educator the M365 education institute admin allows their educators to access sync using the Sync permission modal found below. These permissions are granted to the LMS partner to enable educators to sync membership between the LMS course and Teams Class teams. + > Sync is a functionality that is managed by LMS partner and is used to sync membership at a course level to the Teams team using Microsoft Graph APIs. This is primarily a functionality that an educator switches on as true at a course level. Subsequently any membership change done on LMS side for the addition or deletion of the members gets reflected using the Sync implemented by the LMS partner. Even before this process is enabled for an Educator the Microsoft 365 education institute admin allows their educators to access sync using the Sync permission modal found below. These permissions are granted to the LMS partner to enable educators to sync membership between the LMS course and Teams Class teams. 8. 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Step 1. Implement App Protection policies + - name: Step 1. Implement app protection policies href: manage-devices-with-intune-app-protection.md - name: Step 2. Enroll devices into management href: manage-devices-with-intune-enroll.md diff --git a/microsoft-365/solutions/allow-members-to-send-as-or-send-on-behalf-of-group.md b/microsoft-365/solutions/allow-members-to-send-as-or-send-on-behalf-of-group.md index 23bac81a5c5..05c490ab1c1 100644 --- a/microsoft-365/solutions/allow-members-to-send-as-or-send-on-behalf-of-group.md +++ b/microsoft-365/solutions/allow-members-to-send-as-or-send-on-behalf-of-group.md @@ -26,7 +26,7 @@ description: "Learn how to allow group members to send email as a Microsoft 365 # Allow members to send as or send on behalf of a group -A member of a Microsoft 365 group who has been granted **Send as** or **Send on behalf** permissions can send email as the group, or on behalf of the group. (Guests in the group cannot be granted these permissions.) +A member of a Microsoft 365 group who has been granted **Send as** or **Send on behalf** permissions can send email as the group, or on behalf of the group. (Guests in the group can't be granted these permissions.) This article explains how a global or Exchange administrator can set these permissions. @@ -38,11 +38,11 @@ The **Send on Behalf** permission lets a user send email on behalf of a Microsof > You can configure **Send as** or **Send on behalf** for a given user, but not both. If you configure both, it will default to **Send as**. > [!NOTE] -> **Send as** and **Send on behalf** are not supported on Outlook for Mac in hybrid Exchange configurations. +> **Send as** and **Send on behalf** aren't supported on Outlook for Mac in hybrid Exchange configurations. ## Considerations for scheduling meetings > [!NOTE] -> Meeting invitations sent from a Microsoft 365 group mailbox currently display the sender as *User on behalf of Group*, even if **Send as** permission is assigned. There is no native method for meeting invites to appear purely as the group. +> Meeting invitations sent from a Microsoft 365 group mailbox currently display the sender as *User on behalf of Group*, even if **Send as** permission is assigned. There's no native method for meeting invites to appear purely as the group. ## Allow members to send email as a group @@ -66,6 +66,44 @@ This section explains how to allow users to send email on behalf of a group in t 5. Select **Permission Type** as **Send on behalf** from the drop-down. 6. Select **Save changes**. +## Send email as a group + +After permissions are assigned, users can send an email using the group's email address by composing a new email. To send an email as a group using the new Outlook or the Outlook on the web, follow these steps: + +1. Click **New mail**. + + :::image type="content" source="../media/new-mail.png" alt-text="Screenshot of the New email option in Outlook."::: + +2. To open in new window, click the **Arrow** to pop out the email. + + :::image type="content" source="../media/open-in-new-window-email-outlook.png" alt-text="Screenshot of the Arrow that opens in new window in Outlook."::: +3. Go to the **Options** tab and select **Show From**. + + :::image type="content" source="../media/show-from-options-in-outlook.png" alt-text="Screenshot of the Options tab in outlook."::: +4. Click the drop-down menu and select **Other email address…**. + + :::image type="content" source="../media/other-email-addresses-in-outlook.png" alt-text="Screenshot of the other email addresses in outlook."::: +5. Enter the email address of the Microsoft 365 Group for which the user has been assigned **Send As** permission. + + :::image type="content" source="../media/send-as-group-email.png" alt-text="Screenshot of the From dropdown in outlook."::: +6. Compose and send the email. + +To send an email as a group using the classic Outlook, follow these steps: + +1. Click **New mail**. +2. Go to the **Options** tab and select **From**. + + :::image type="content" source="../media/classic-outlook-options.png" alt-text="Screenshot of Options tab in classic Outlook."::: +3. Click the **From** drop-down and select **Other Email Address…**. + + :::image type="content" source="../media/classic-outlook-from-dropdown.png" alt-text="Screenshot of the From dropdown in classic Outlook."::: +4. Type in the group's email address and select **OK**. + + :::image type="content" source="../media/classic-outlook-from-dialog-box.png" alt-text="Screenshot of the From dialog box in classic outlook."::: + >[!NOTE] + >Ensure the user has been assigned **Send As** permission on the group. +5. Compose and send the email. + ## Related articles [Send email from or on behalf of a Microsoft 365 group](https://support.microsoft.com/office/0f4964af-aec6-484b-a65c-0434df8cdb6b) diff --git a/microsoft-365/solutions/apps-protect-step-1.md b/microsoft-365/solutions/apps-protect-step-1.md index c877f1f6ae9..df87d34598d 100644 --- a/microsoft-365/solutions/apps-protect-step-1.md +++ b/microsoft-365/solutions/apps-protect-step-1.md @@ -27,7 +27,7 @@ The policies in level 1 enforce a reasonable data access level while minimizing Use the following recommended app protection settings when creating and applying Intune app protection for Level 1 enterprise basic data protection. -[!INCLUDE [app-protection-framework-level1](~/../_memdocs/memdocs/intune-service/includes/app-protection-framework-level1.md)] +[!INCLUDE [app-protection-framework-level1](~/../_memdocs/intune/intune-service/includes/app-protection-framework-level1.md)] ## Next step [:::image type="content" source="../media/protect-managed-apps/protect-managed-apps-steps-02.png" alt-text="Step 2. Apply enhanced data protection." border="false" :::](apps-protect-step-2.md) diff --git a/microsoft-365/solutions/apps-protect-step-2.md b/microsoft-365/solutions/apps-protect-step-2.md index c3c8c409b3d..58fe15705cb 100644 --- a/microsoft-365/solutions/apps-protect-step-2.md +++ b/microsoft-365/solutions/apps-protect-step-2.md @@ -25,7 +25,7 @@ The policies in level 1 enforce a reasonable data access level while minimizing Use the following recommended app protection settings when creating and applying Intune app protection for Level 2 enterprise enhanced data protection. -[!INCLUDE [app-protection-framework-level1](~/../_memdocs/memdocs/intune-service/includes/app-protection-framework-level2.md)] +[!INCLUDE [app-protection-framework-level1](~/../_memdocs/intune/intune-service/includes/app-protection-framework-level2.md)] ## Next step [:::image type="content" source="../media/protect-managed-apps/protect-managed-apps-steps-03.png" alt-text="Step 3 - Apply high data protection." border="false" :::](apps-protect-step-3.md) diff --git a/microsoft-365/solutions/apps-protect-step-3.md b/microsoft-365/solutions/apps-protect-step-3.md index f723f6a8b90..fb3f512b67f 100644 --- a/microsoft-365/solutions/apps-protect-step-3.md +++ b/microsoft-365/solutions/apps-protect-step-3.md @@ -24,7 +24,7 @@ keywords: Use the following recommended app protection settings when creating and applying Intune app protection for Level 3 enterprise high data protection. -[!INCLUDE [app-protection-framework-level1](~/../_memdocs/memdocs/intune-service/includes/app-protection-framework-level3.md)] +[!INCLUDE [app-protection-framework-level1](~/../_memdocs/intune/intune-service/includes/app-protection-framework-level3.md)] ## Next step diff --git a/microsoft-365/solutions/deploy-voice.md b/microsoft-365/solutions/deploy-voice.md index 2db999953b8..1a4ac65faeb 100644 --- a/microsoft-365/solutions/deploy-voice.md +++ b/microsoft-365/solutions/deploy-voice.md @@ -1,6 +1,6 @@ --- title: Deploy voice in Microsoft 365 -ms.author: crowe +ms.author: pamgreen author: CarolynRowe manager: pamgreen ms.date: 11/16/2020 diff --git a/microsoft-365/solutions/manage-creation-of-groups.md b/microsoft-365/solutions/manage-creation-of-groups.md index 4d0458421f0..183fe73fed3 100644 --- a/microsoft-365/solutions/manage-creation-of-groups.md +++ b/microsoft-365/solutions/manage-creation-of-groups.md @@ -2,7 +2,7 @@ title: Manage who can create Microsoft 365 Groups f1.keywords: NOCSH ms.reviewer: rahulnayak -ms.date: 11/22/2023 +ms.date: 03/13/2025 author: DaniEASmith ms.author: danismith manager: jtremper @@ -13,6 +13,7 @@ ms.localizationpriority: medium ms.custom: - has-azure-ad-ps-ref - azure-ad-ref-level-one-done + - admindeeplinkMAC ms.collection: - highpri - M365-subscription-management @@ -44,7 +45,7 @@ When you limit who can create a group, it affects all services that rely on grou - Power BI (classic) - Project for the web / Roadmap -The steps in this article won't prevent members of certain roles from creating Groups. Microsoft 365 global admins can create groups via the Microsoft 365 admin center, Planner, Exchange, and SharePoint, but not other locations such as Teams. Other roles can create Microsoft 365 Groups via limited means, listed below. +The steps in this article can't prevent members of certain roles from creating Groups. Microsoft 365 global admins can create groups via the Microsoft 365 admin center, Planner, Exchange, and SharePoint, but not other locations such as Teams. Other roles can create Microsoft 365 Groups via limited means: - Exchange Administrator: Exchange admin center, Microsoft Entra ID - Partner Tier 1 Support: Microsoft 365 admin center, Exchange admin center, Microsoft Entra ID @@ -59,13 +60,13 @@ If you're a member of one of these roles, you can create Microsoft 365 Groups fo ## Licensing requirements -To manage who creates groups, the following people need Microsoft Entra ID P1 or P2 licenses or Microsoft Entra Basic EDU licenses assigned to them: +To manage who creates groups, the following people need Microsoft Entra ID P1 or P2 licenses or Microsoft Entra Basic Education (EDU) licenses assigned to them: -- The admin who configures these group creation settings -- The members of the group who are allowed to create groups +- The admin who configures these group creation settings. +- The members of the group who are allowed to create groups. > [!NOTE] -> See [Assign or remove licenses in the Microsoft Entra admin center](/azure/active-directory/fundamentals/license-users-groups) for more details about how to assign Azure licenses. +> See [Assign or remove licenses in the Microsoft Entra admin center](/azure/active-directory/fundamentals/license-users-groups) for more details about how to assign Entra ID licenses. The following people don't need Microsoft Entra ID P1 or P2 or Microsoft Entra Basic EDU licenses assigned to them: @@ -75,21 +76,18 @@ The following people don't need Microsoft Entra ID P1 or P2 or Microsoft Entra B Only one group in your organization can be used to control who is able to create Microsoft 365 Groups. But, you can nest other groups as members of this group. -Admins in the roles listed above don't need to be members of this group: they retain their ability to create groups. - -1. In the admin center, go to the [Groups page](https://admin.microsoft.com/adminportal/home#/groups). - -2. Click on **Add a Group**. - -3. Choose the group type you want. Remember the name of the group! You'll need it later. +Admins in the roles listed previously don't need to be members of this group; they retain their ability to create groups. +1. In the [Microsoft 365 admin center](https://go.microsoft.com/fwlink/p/?linkid=2024339), go to the [Groups page](https://admin.microsoft.com/adminportal/home#/groups). +2. Select **Add a Group**. +3. Choose the group type you want. Remember the name of the group. You need it later. 4. Finish setting up the group, adding people or other groups who you want to be able to create groups as members (not owners). For detailed instructions, see [Create, edit, or delete a security group in the Microsoft 365 admin center](../admin/email/create-edit-or-delete-a-security-group.md). ## Step 2: Run PowerShell commands -You'll use the [Microsoft Graph PowerShell](/powershell/microsoftgraph/installation) **Beta** module to change the group-level guest access setting: +Use the [Microsoft Graph PowerShell](/powershell/microsoftgraph/installation) **Beta** module to change the group-level guest access setting: - If you have already installed the Beta version, run `Update-Module Microsoft.Graph.Beta` to make sure it's the latest version of this module. @@ -107,7 +105,7 @@ Run the script by typing: `.\GroupCreators.ps1` -and [sign in with your administrator account](../enterprise/connect-to-microsoft-365-powershell.md#step-2-connect-to-azure-ad-for-your-microsoft-365-subscription) when prompted. +Then, [sign in with your administrator account](../enterprise/connect-to-microsoft-365-powershell.md#step-2-connect-to-azure-ad-for-your-microsoft-365-subscription) when prompted. ```PowerShell Import-Module Microsoft.Graph.Beta.Identity.DirectoryManagement @@ -127,7 +125,7 @@ if(!$settingsObjectID) values = @( @{ name = "EnableMSStandardBlockedWords" - value = "true" + value = $true } ) } @@ -160,24 +158,21 @@ Update-MgBetaDirectorySetting -DirectorySettingId $settingsObjectID -BodyParamet ``` -The last line of the script will display the updated settings: +The last line of the script displays the updated settings: ![Screenshot of PowerShell script output.](../media/952cd982-5139-4080-9add-24bafca0830c.png) If in the future you want to change which group is used, you can rerun the script with the name of the new group. -If you want to turn off the group creation restriction and again allow all users to create groups, set $GroupName to "" and $AllowGroupCreation to "$true" and rerun the script. +If you want to turn off the group creation restriction and again allow all users to create groups, set `$GroupName` to `""` and `$AllowGroupCreation` to `"$true"` and rerun the script. ## Step 3: Verify that it works -Changes can take 30 minutes or more to take effect. You can verify the new settings by doing the following: - -1. Sign in to Microsoft 365 with a user account of someone who should NOT have the ability to create groups. That is, they aren't a member of the group you created or an administrator. +Changes can take 30 minutes or more to take effect. You can verify the new settings by completing the following steps: +1. Sign in to Microsoft 365 with a user account of someone who shouldn't have the ability to create groups. That is, they aren't a member of the group you created or an administrator. 2. Select the **Planner** tile. - 3. In Planner, select **New Plan** in the left navigation to create a plan. - 4. You should get a message that plan and group creation is disabled. Try the same procedure again with a member of the group. @@ -185,16 +180,11 @@ Try the same procedure again with a member of the group. > [!NOTE] > If members of the group aren't able to create groups, check that they aren't being blocked through their [OWA mailbox policy](/powershell/module/exchange/set-owamailboxpolicy). -## Related topics - -[Collaboration governance planning recommendations](collaboration-governance-overview.md#collaboration-governance-planning-recommendations) - -[Create your collaboration governance plan](collaboration-governance-first.md) - -[Getting started with Office 365 PowerShell](../enterprise/getting-started-with-microsoft-365-powershell.md) - -[Set up self-service group management in Microsoft Entra ID](/azure/active-directory/users-groups-roles/groups-self-service-management) - -[Set-ExecutionPolicy](/powershell/module/microsoft.powershell.security/set-executionpolicy) +## Related articles -[Microsoft Entra cmdlets for configuring group settings](/azure/active-directory/users-groups-roles/groups-settings-cmdlets) +- [Collaboration governance planning recommendations](collaboration-governance-overview.md#collaboration-governance-planning-recommendations) +- [Create your collaboration governance plan](collaboration-governance-first.md) +- [Getting started with Office 365 PowerShell](../enterprise/getting-started-with-microsoft-365-powershell.md) +- [Set up self-service group management in Microsoft Entra ID](/azure/active-directory/users-groups-roles/groups-self-service-management) +- [Set-ExecutionPolicy](/powershell/module/microsoft.powershell.security/set-executionpolicy) +- [Microsoft Entra cmdlets for configuring group settings](/azure/active-directory/users-groups-roles/groups-settings-cmdlets) diff --git a/microsoft-365/solutions/manage-devices-with-intune-app-protection.md b/microsoft-365/solutions/manage-devices-with-intune-app-protection.md index befe9c2c3ef..c1afcec46ad 100644 --- a/microsoft-365/solutions/manage-devices-with-intune-app-protection.md +++ b/microsoft-365/solutions/manage-devices-with-intune-app-protection.md @@ -9,7 +9,7 @@ f1.keywords: - MAM - set up mobile ap protection manager: dougeby -ms.date: 04/17/2024 +ms.date: 03/14/2025 audience: ITPro ms.topic: how-to description: Configure mobile app protection with App Protection policies (APP) to prevent specified corporate data from being copied and pasted to other apps. @@ -25,27 +25,27 @@ ms.custom: keywords: --- -# Step 1. Implement App Protection Policies +# Step 1. Implement app protection policies -Intune App Protection Policies (APP), sometimes referred to as Mobile Application Management (MAM), protect corporate data even if a device itself is not managed. This allows you to enable bring-your-own (BYO) and personal devices at work where users may be reluctant to “enroll” their device into management. APP ensure corporate data in the apps you specify cannot be copied and pasted to other apps on the device. +Microsoft Intune app protection policies, sometimes referred to as Mobile Application Management (MAM), protect corporate data even if a device itself is not managed. This allows you to enable bring-your-own (BYO) and personal devices at work where users might be reluctant to "enroll" their device into management. App protection policies ensure corporate data in the apps you specify can't be copied and pasted to other apps on the device. :::image type="content" source="../media/devices/intune-app-steps.png" alt-text="Steps for creating App Protection Policies to separate organization and personal data on a device." lightbox="../media/devices/intune-app-steps.png"::: In this illustration: -- With APP, Intune creates a wall between your organization data and personal data. The app protection policies define which apps are allowed to access your data. +- With app protection policies, Intune creates a wall between your organization data and personal data. The app protection policies define which apps are allowed to access your data. - If a user signs in with their organization credentials, Intune applies a policy at the app layer to prevent copy and paste of your organization data to personal apps and to require PIN access to this data. -- After creating an App Protection policy, you enforce data protection with a Conditional Access policy. +- After creating an app protection policy, you enforce data protection with a Conditional Access policy. -This configuration greatly increases your security posture with almost no impact to the user experience. Employees can use apps like Office and Microsoft Teams, that they know and love, while at the same time your organization can protect the data contained within the apps and devices. +This configuration greatly increases your security posture with almost no impact on the user experience. Employees can use apps like Microsoft Office and Microsoft Teams, that they know and love, while at the same time your organization can protect the data contained within the apps and devices. -If you have custom Line of Business applications that need protection, currently you can use the app wrapping tool to enable APP with these applications. Or, you can integrate using the Intune App SDK. When your app has app protection policies applied to it, it can be managed by Intune and is recognized by Intune as a managed app. +If you have custom line-of-business applications that need protection, currently you can use the app wrapping tool to support using app protection policies with these applications. Or, you can integrate using the Intune App SDK. When your app has app protection policies applied to it, it can be managed by Intune and is recognized by Intune as a managed app. -For more information about protecting your Line of Business applications using Intune, see [Prepare apps for mobile application management with Microsoft Intune](/mem/intune/developer/apps-prepare-mobile-application-management). +For more information about protecting your line-of-business applications using Intune, see [Prepare apps for mobile application management with Microsoft Intune](/mem/intune-service/developer/apps-prepare-mobile-application-management). ## Configuring mobile app protection -This guidance is tightly coordinated with the recommended [Zero Trust identity and device access policies](../security/office-365-security/zero-trust-identity-device-access-policies-overview.md). After you create the Mobile App protection policies in Intune, work with your identity team to configure the Conditional Access policies in Microsoft Entra ID that enforce mobile app protection. +This guidance is tightly coordinated with the recommended [Zero Trust identity and device access policies](../security/office-365-security/zero-trust-identity-device-access-policies-overview.md). After you create the mobile app protection policies in Intune, work with your identity team to configure the Conditional Access policies in Microsoft Entra ID that enforce mobile app protection. This illustration highlights the two policies (also described in the table following the illustration). @@ -55,7 +55,7 @@ To configure these policies, use the recommended guidance and settings prescribe |Policy |More information |Licensing | |---------|---------|---------| -| [Apply Application Protection Policies (APP) data protection](../security/office-365-security/zero-trust-identity-device-access-policies-common.md#app-protection-policies) | One Intune App Protection policy per platform (Windows, iOS/iPadOS, Android). | Microsoft 365 E3 or E5 | +| [Apply application protection policies for data protection](../security/office-365-security/zero-trust-identity-device-access-policies-common.md#app-protection-policies) | One Intune App Protection policy per platform (Windows, iOS/iPadOS, Android). | Microsoft 365 E3 or E5 | | [Require approved apps and app protection](../security/office-365-security/zero-trust-identity-device-access-policies-common.md#require-approved-apps-and-app-protection-policies) | Enforces mobile app protection for phones and tablets using iOS, iPadOS, or Android. | Microsoft 365 E3 or E5 | ## Next step diff --git a/microsoft-365/solutions/manage-devices-with-intune-compliance-policies.md b/microsoft-365/solutions/manage-devices-with-intune-compliance-policies.md index 96fa60796b9..6b524239cdb 100644 --- a/microsoft-365/solutions/manage-devices-with-intune-compliance-policies.md +++ b/microsoft-365/solutions/manage-devices-with-intune-compliance-policies.md @@ -6,7 +6,7 @@ f1.keywords: - Create compliance policies - Intune device compliance policy manager: dougeby -ms.date: 04/17/2024 +ms.date: 03/14/2025 audience: ITPro description: Learn how to create device compliance policies that specify the minimum requirements for a device to access your environment. ms.topic: how-to @@ -24,11 +24,11 @@ keywords: # Step 3. Set up compliance policies for devices with Intune -Enrolling devices to Intune gives you the ability to achieve even greater security and control of data in your environment. [Step 2. Enroll devices to Intune](manage-devices-with-intune-enroll.md) details how to accomplish this using Intune. This article covers the next step, which is to configure device compliance policies. +Enrolling devices to Microsoft Intune gives you the ability to achieve even greater security and control of data in your environment. [Step 2. Enroll devices in Intune](manage-devices-with-intune-enroll.md) details how to accomplish this using Intune. This article covers the next step, which is to configure device compliance policies. :::image type="content" source="../media/devices/intune-mdm-step-2.png" alt-text="The second step of Mobile Device Management to create compliance policies." lightbox="../media/devices/intune-mdm-step-2.png"::: -You want to be sure devices that are accessing your apps and data meet minimum requirements. For example, they’re password or pin-protected and the operating system is up to date. Compliance policies are the way to define the requirements that devices must meet. Intune uses these compliance policies to mark a device as compliant or non-compliant. This binary status is passed to Microsoft Entra which can use this status in Conditional Access rules to allow or prevent a device from accessing resources. +You want to be sure devices that access your apps and data meet minimum requirements. For example, that they’re password or PIN-protected and the operating system is up to date. Compliance policies are the way to define the requirements that devices must meet. Intune uses these compliance policies to mark a device as compliant or non-compliant. This binary status is passed to Microsoft Entra which can use this status in Conditional Access rules to allow or prevent a device from accessing resources. ## Configuring device compliance policies @@ -38,7 +38,7 @@ This illustration highlights where the work of defining compliance policies fits :::image type="content" source="../media/devices/identity-device-define-compliance.svg" alt-text="Highlighted Zero Trust identity and device access policies for Intune device compliance." lightbox="../media/devices/identity-device-define-compliance.svg"::: -In this illustration, defining device compliance policies is a dependency for achieving the recommended level of protection within the Zero Trust framework. +In this illustration, defining device compliance policies is a dependency for achieving the recommended level of protection within the Zero Trust framework. To configure device compliance policies, use the recommended guidance and settings prescribed in [Zero Trust identity and device access policies](../security/office-365-security/zero-trust-identity-device-access-policies-overview.md). The following table links directly to the instructions for configuring these policies in Intune, including the recommended settings for each platform. diff --git a/microsoft-365/solutions/manage-devices-with-intune-configuration-profiles.md b/microsoft-365/solutions/manage-devices-with-intune-configuration-profiles.md index 5d26b12f508..a873edbe47e 100644 --- a/microsoft-365/solutions/manage-devices-with-intune-configuration-profiles.md +++ b/microsoft-365/solutions/manage-devices-with-intune-configuration-profiles.md @@ -7,7 +7,7 @@ f1.keywords: - Windows security baselines for Intune - customize configuration profiles manager: dougeby -ms.date: 04/17/2024 +ms.date: 03/14/2025 audience: ITPro description: Get started with configuration profiles to enforce secure settings on devices using Intune to transition these security controls to the cloud. ms.topic: how-to @@ -25,33 +25,33 @@ keywords: # Step 5. Deploy device profiles in Microsoft Intune -Microsoft Intune includes settings and features you can enable or disable on different devices within your organization. These settings and features are added to "configuration profiles." You can create profiles for different devices and different platforms, including iOS/iPadOS, Android device administrator, Android Enterprise, and Windows. Then, use Intune to apply or "assign" the profile to the devices. +Microsoft Intune includes settings and features you can enable or disable on different devices within your organization. These settings and features are added to "configuration profiles." You can create profiles for different devices and platforms, including iOS/iPadOS, Android device administrator, Android Enterprise, and Windows. Then, use Intune to apply or "assign" the profile to the devices. -This article provides guidance on getting started with configuration profiles. +This article provides guidance on getting started with configuration profiles. :::image type="content" source="../media/devices/intune-mdm-step-4.png" alt-text="The fourth step of Mobile Device Management to enforce secure settings on devices with configuration profiles." lightbox="../media/devices/intune-mdm-step-4.png"::: -Configuration profiles give you the ability to configure important protection and to bring devices into compliance so they can access your resources. Previously, these kinds of configuration changes were configured by using Group Policy settings in Active Directory Domain Services. A modern security strategy includes moving security controls to the cloud where enforcement of these controls isn't dependent on on-premises resources and access. Intune configuration profiles are the way to transition these security controls to the cloud. +Configuration profiles give you the ability to configure important protection and to bring devices into compliance so they can access your resources. Previously, these kinds of configuration changes were configured by using Group Policy settings in Active Directory Domain Services. A modern security strategy includes moving security controls to the cloud where enforcement of these controls isn't dependent on on-premises resources and access. Intune configuration profiles are the way to transition these security controls to the cloud. -To give you an idea of the kind of configuration profiles you can create, see [Apply features and settings on your devices using device profiles in Microsoft Intune](/mem/intune/configuration/device-profiles). +To give you an idea of the kind of configuration profiles you can create, see [Apply features and settings on your devices using device profiles in Microsoft Intune](/mem/intune-service/configuration/device-profiles). ## Deploy Windows security baselines for Intune -As a starting point, if you want to align your device configurations to Microsoft security baselines, we recommend the security baselines within Microsoft Intune. The advantage of this approach is you can rely on Microsoft to keep the baselines up to date as Windows 10 and 11 features are released. +As a starting point, if you want to align your device configurations to Microsoft security baselines, we recommend the security baselines within Microsoft Intune. The advantage of this approach is that you can rely on Microsoft to keep the baselines up to date as Windows features are released. -To deploy the Windows security baselines for Intune, available for Windows 10 and Windows 11. See [Use security baselines to configure Windows devices in Intune](/mem/intune/protect/security-baselines) to learn about the available baselines. +To deploy the Windows security baselines for Intune, available for Windows 10 and Windows 11. See [Use security baselines to configure Windows devices in Intune](/mem/intune-service/protect/security-baselines) to learn about the available baselines. -For now, just deploy the most appropriate MDM security baseline. See [Manage security baseline profiles in Microsoft Intune](/mem/intune/protect/security-baselines-configure)to create the profile and choose the baseline version. +For now, just deploy the most appropriate MDM security baseline. See [Manage security baseline profiles in Microsoft Intune](/mem/intune-service/protect/security-baselines-configure)to create the profile and choose the baseline version. -Later, when Microsoft Defender for Endpoint is set up and you’ve connected Intune, deploy the Defender for Endpoint baselines. This topic is covered in the next article in this series: [Step 6. Monitor device risk and compliance to security baselines](manage-devices-with-intune-monitor-risk.md). +Later, when Microsoft Defender for Endpoint is set up and connected to Intune, deploy the Defender for Endpoint baselines. This subject is covered in the next article in this series: [Step 6. Monitor device risk and compliance to security baselines](manage-devices-with-intune-monitor-risk.md). -It's important to understand that these security baselines aren't CIS or NIST compliant but closely mirror their recommendations. For more information, see [Are the Intune security baselines CIS or NIST compliant?](/mem/intune/protect/security-baselines#are-the-intune-security-baselines-cis-or-nist-compliant) +It's important to understand that these security baselines aren't CIS or NIST compliant but closely mirror their recommendations. For more information, see [Are the Intune security baselines CIS or NIST compliant?](/mem/intune-service/protect/security-baselines#are-the-intune-security-baselines-cis-or-nist-compliant). ## Customize configuration profiles for your organization -In addition to deploying the pre-configured baselines, many enterprise-scale organizations implement configuration profiles for more granular control. This configuration helps reduce the dependency on Group Policy Objects in the on-premises Active Directory environment and move security controls to the cloud. +In addition to deploying the pre-configured baselines, many enterprise-scale organizations implement configuration profiles for more granular control. This configuration helps reduce the dependency on Group Policy Objects (GPOs) in the on-premises Active Directory environment and move security controls to the cloud. -The many settings you can configure by using configuration profiles can be grouped into four categories, as illustrated below. +The many settings you can configure by using configuration profiles can be grouped into four categories, as seen in the following illustration. :::image type="content" source="../media/devices/intune-device-profile-categories.png" alt-text="Intune device profile categories including device features, device restrictions, access configuration, and custom settings." lightbox="../media/devices/intune-device-profile-categories.png"::: @@ -68,23 +68,23 @@ The following table describes the illustration. When customizing configuration profiles for your organization, use the following guidance: - Simplify your security governance strategy by keeping the overall number of policies small. -- Group settings into the categories listed above, or categories that make sense for your organization. -- When moving security controls from Group Policy Objects (GPO) to Intune configuration profiles, consider whether the settings configured by each GPO are still relevant, and needed to contribute to your overall cloud security strategy. Conditional Access and the many policies that can be configured across cloud services, including Intune, provide more sophisticated protection than could be configured in an on-premises environment where custom GPOs were originally designed. -- Utilize Group Policy Analytics to compare and map your current GPO settings to capabilities within Microsoft Intune. See [Analyze your on-premises group policy objects (GPO) using Group Policy analytics](/mem/intune/configuration/group-policy-analytics) in Microsoft Intune. -- When utilizing custom configuration profiles, be sure to use the guidance here: [Create a profile with custom settings in Intune](/mem/intune/configuration/custom-settings-configure). +- Group settings into the categories listed in the preceding table, or use categories that make sense for your organization. +- When moving security controls from GPOs to Intune configuration profiles, consider whether the settings configured by each GPO are still relevant and required to contribute to your overall cloud security strategy. Conditional Access and the many policies that can be configured across cloud services, including Intune, provide more sophisticated protection than could be configured in an on-premises environment where custom GPOs were originally designed. +- Utilize Group Policy Analytics to compare and map your current GPO settings to capabilities within Microsoft Intune. See [Analyze your on-premises group policy objects (GPO) using Group Policy analytics](/mem/intune-service/configuration/group-policy-analytics) in Microsoft Intune. +- When utilizing custom configuration profiles, be sure to use the guidance at [Create a profile with custom settings in Intune](/mem/intune-service/configuration/custom-settings-configure). ## Additional resources -If you're not sure where to start with device profiles, the following can help: +If you're not sure where to start with device profiles, the following resources can help: -- [Guided scenarios](/mem/intune/fundamentals/guided-scenarios-overview) -- [Security baselines](/mem/intune/protect/security-baselines) +- [Guided scenarios](/mem/intune-service/fundamentals/guided-scenarios-overview) +- [Security baselines](/mem/intune-service/protect/security-baselines) -If your environment includes on-prem GPOs, the following features are a good transition to the cloud: +If your environment includes on-premises GPOs, the following features are a good transition to the cloud: -- [Group Policy analytics](/mem/intune/configuration/group-policy-analytics) -- [Admin templates (ADMX)](/mem/intune/configuration/administrative-templates-windows) -- [Settings Catalog](/mem/intune/configuration/settings-catalog) +- [Group Policy analytics](/mem/intune-service/configuration/group-policy-analytics) +- [Admin templates (ADMX)](/mem/intune-service/configuration/administrative-templates-windows) +- [Settings Catalog](/mem/intune-service/configuration/settings-catalog) ## Next step diff --git a/microsoft-365/solutions/manage-devices-with-intune-enroll.md b/microsoft-365/solutions/manage-devices-with-intune-enroll.md index 3e1fd619001..ddaa817264e 100644 --- a/microsoft-365/solutions/manage-devices-with-intune-enroll.md +++ b/microsoft-365/solutions/manage-devices-with-intune-enroll.md @@ -7,7 +7,7 @@ f1.keywords: - enroll devices to Intune - Intune mobile device platforms manager: dougeby -ms.date: 04/17/2024 +ms.date: 03/14/2025 audience: ITPro description: Use Intune and Autopilot to enroll devices into management to ensure the apps running on them are compliant and to prevent corporate data leaks. ms.topic: how-to @@ -25,26 +25,26 @@ keywords: # Step 2. Enroll devices into management with Intune -There are several ways to secure the endpoint, a term often used to refer to the combined entity including devices, apps, and user identity. Security policies must be enforced consistently and reliably not only on the apps but the device itself. Enrolling the device to Intune and registering with a cloud identity provider, such as Microsoft Entra ID, is a great start. +There are several ways to secure the endpoint, a term often used to refer to the combined entity including devices, apps, and user identity. Security policies must be enforced consistently and reliably not only on the apps but the device itself. Enrolling the device to Microsoft Intune and registering with a cloud identity provider, such as Microsoft Entra ID, is a great start. -Whether a device is a personally owned Bring Your Own Device (BYOD) or a corporate-owned and fully managed device, it's good to have visibility into the endpoints accessing your organization’s resources to ensure you’re only allowing healthy and compliant devices. This includes the health and trustworthiness of mobile and desktop apps that run on endpoints. You want to ensure those apps are healthy and compliant and that they prevent corporate data from leaking to consumer apps or services through malicious intent or accidental means. +Whether a device is a personally owned *bring your own device* (BYOD) or a corporate-owned and fully managed device, it's good to have visibility into the endpoints that access your organization’s resources to ensure you’re only allowing healthy and compliant devices. This visibility should include the health and trustworthiness of mobile and desktop apps that run on endpoints. You want to ensure those apps are healthy and compliant and that they prevent corporate data from leaking to consumer apps or services through malicious intent or accidental means. The device enrollment process establishes a relationship between the user, the device, and the Microsoft Intune service. Using Microsoft Intune as a standalone service enables you to use a single web-based administration console to manage Windows PCs, macOS, and the most popular mobile device platforms. -This article recommends methods for enrolling devices to Intune. For more information about these methods and how to deploy each one, see [Deployment guidance: Enroll devices in Microsoft Intune](/mem/intune/fundamentals/deployment-guide-enrollment). +This article recommends methods for enrolling devices in Intune. For more information about these methods and how to deploy each one, see [Deployment guidance: Enroll devices in Microsoft Intune](/mem/intune-service/fundamentals/deployment-guide-enrollment). :::image type="content" source="../media/devices/intune-mdm-step-1.png" alt-text="The first step of Mobile Device Management to enroll devices in Intune." lightbox="../media/devices/intune-mdm-step-1.png"::: Use the guidance in this article together with this illustrated version of enrollment options for each platform. -[![Thumbnail verson of the two pages of the Intune Enrollment Options poster](../media/devices/msft-intune-enrollment-options-thumb-landscape.png)](https://download.microsoft.com/download/e/6/2/e6233fdd-a956-4f77-93a5-1aa254ee2917/msft-intune-enrollment-options.pdf)
[PDF](https://download.microsoft.com/download/e/6/2/e6233fdd-a956-4f77-93a5-1aa254ee2917/msft-intune-enrollment-options.pdf) | [Visio](https://download.microsoft.com/download/e/6/2/e6233fdd-a956-4f77-93a5-1aa254ee2917/msft-intune-enrollment-options.vsdx)
Updated June 2022 +[![Thumbnail verson of the two pages of the Intune Enrollment Options poster](../media/devices/msft-intune-enrollment-options-thumb-landscape.png)](https://download.microsoft.com/download/e/6/2/e6233fdd-a956-4f77-93a5-1aa254ee2917/msft-intune-enrollment-options.pdf)
[PDF](https://download.microsoft.com/download/e/6/2/e6233fdd-a956-4f77-93a5-1aa254ee2917/msft-intune-enrollment-options.pdf) | [Visio](https://download.microsoft.com/download/e/6/2/e6233fdd-a956-4f77-93a5-1aa254ee2917/msft-intune-enrollment-options.vsdx)
Last reviewed March 2025 ## Windows enrollment -There are several options for enrolling Windows 10 and Windows 11 devices. The most common methods include these two: +There are several options for enrolling Windows 10 and Windows 11 devices. The most common methods include the following two: -- **Microsoft Entra ID join:** Joins the device with Microsoft Entra ID and enables users to sign in to Windows with their Microsoft Entra credentials. If Auto Enrollment is enabled, the device is automatically enrolled in Intune. The benefit of auto enrollment is a single-step process for the user. Otherwise, they'll have to enroll separately through MDM only enrollment and reenter their credentials. Users enroll this way either during initial Windows OOBE or from Settings. The device is marked as a corporate owned device in Intune. -- **Autopilot:** Automates Microsoft Entra join and enrolls new corporate-owned devices into Intune. This method simplifies the out-of-box experience and removes the need to apply custom operating system images onto the devices. When admins use Intune to manage Autopilot devices, they can manage policies, profiles, apps, and more after they're enrolled. There are four types of Autopilot deployment: +- **Microsoft Entra ID join:** Joins the device with Microsoft Entra ID and enables users to sign in to Windows with their Microsoft Entra credentials. When Automatic Enrollment is configured within Intune, the device is automatically enrolled in Intune. The benefit of automatic enrollment is a single-step process for the user. Otherwise, they'll have to enroll separately through MDM-only enrollment and reenter their credentials. Users enroll this way either during initial Windows out-of-box experience (OOBE) or from Settings. The device is marked as a corporate-owned device in Intune. +- **Windows Autopilot:** Automates Microsoft Entra join and enrolls new corporate-owned devices into Intune. This method simplifies the out-of-box experience and removes the need to apply custom operating system images onto the devices. When admins use Intune to manage Autopilot devices, they can manage policies, profiles, apps, and more after they're enrolled. There are four types of Autopilot deployment: - Self-Deploying Mode (for kiosks, digital signage, or a shared device) @@ -54,14 +54,14 @@ There are several options for enrolling Windows 10 and Windows 11 devices. The m - Autopilot for existing devices enables you to easily deploy the latest version of Windows to your existing devices. -For additional options, including enrolling BYOD Windows devices, see, [Enroll Windows devices in Microsoft Intune](/mem/intune/fundamentals/deployment-guide-enrollment-windows). +For additional options, including enrolling BYOD Windows devices, see, [Enroll Windows devices in Microsoft Intune](/mem/intune-service/fundamentals/deployment-guide-enrollment-windows). ## iOS and iPadOS enrollment -For user owned (BYOD) devices, you can let users enroll their personal devices with Intune using one of the following methods. +For user owned BYOD devices, you can let users enroll their personal devices with Intune using one of the following methods. -- Device enrollment is what you may think of as typical BYOD enrollment. It provides admins with a wide range of management options. -- User enrollment is a more streamlined enrollment process that provides admins with a subset of device management options. This feature is currently in preview. +- Device enrollment is what you might think of as typical BYOD enrollment. It provides admins with a wide range of management options. +- User enrollment is a more streamlined enrollment process that provides admins with a subset of device management options. For organizations that buy devices for their users, Intune supports the following iOS/iPadOS company-owned device enrollment methods: @@ -70,26 +70,26 @@ For organizations that buy devices for their users, Intune supports the followin - Apple Configurator Setup Assistant enrollment - Apple Configurator direct enrollment -For more information, see [Enroll iOS and iPadOS devices in Microsoft Intune](/mem/intune/fundamentals/deployment-guide-enrollment-ios-ipados). +For more information, see [Enroll iOS and iPadOS devices in Microsoft Intune](/mem/intune-service/fundamentals/deployment-guide-enrollment-ios-ipados). ## Android enrollment -There are several options for Android Enrollment depending on the type of device, the type of enrollment you’d like to support, as well as things like the Android version you're using or even the manufacturer (particularly Samsung). Most organizations use Android Work profiles for their end users, particular in BYOD scenarios. +There are several options for Android enrollment that depend on the type of device, the type of enrollment you want to support, factors like the Android version you're using, and even the manufacturer (particularly Samsung). Most organizations use Android Work profiles for their end users, particular in BYOD scenarios. -With an Android work profile, the end user’s information is separated distinctly with data containers as well as separate apps for work and personal use. This is an ideal way for users to enroll their device while still maintaining the privacy of their own data and the security of corporate data. +With an Android work profile, the end user’s information is separated distinctly with data containers and separate apps for work and personal use. This is an ideal way for users to enroll their device while still maintaining the privacy of their own data and the security of corporate data. However, if your organization is providing Android devices, you might choose to use what is called a fully managed (User Affinity) or dedicated (no User Affinity) device. -To learn more about Android enrollment, see [Enroll Android devices in Microsoft Intune](/mem/intune/fundamentals/deployment-guide-enrollment-android). +To learn more about Android enrollment, see [Enroll Android devices in Microsoft Intune](/mem/intune-service/fundamentals/deployment-guide-enrollment-android). ## macOS enrollment -Enrollment for macOS can be a tricky subject for lots of IT organizations. Unless a majority of your users are Mac users, then you may not be managing these types of devices to a great extent. If you have a small number of macOS users, we recommend Intune Only Enrollment. If you have a large number of macOS users, we recommend Intune + Jamf enrollment. +Enrollment for macOS can be a tricky subject for lots of IT organizations. Unless a majority of your users are Mac users, you might not be managing these types of devices extensively. If you have a few macOS users, we recommend Intune-only enrollment. If you have a large number of macOS users, we recommend Intune + Jamf enrollment. -- **Intune Only enrollment:** This is for basic management of macOS devices. It requires a manual process much like most of the other user-based enrollment options. But if you have a small number of Mac devices this may be easier than setting up an entire automated infrastructure just for those few users. With Intune only enrollment, you have the ability to deploy things such as certificates, password configurations, and applications. You can also configure compliance policies and enlighten Conditional Access as well as the ability to enforce encryption and device wipe. -- **Intune and Jamf enrollment:** For those looking for the deepest support for Mac management with Jamf + Intune for Conditional Access, Microsoft has a great solution that combines the extensive Mac management capabilities of Jamf with Intune compliance with Conditional Access policies. In this scenario you're still fully managing the device with Jamf while being able to take those signals from Jamf for increased security. +- **Intune-only enrollment:** This enrollment supports basic management of macOS devices. It requires a manual process much like most other user-based enrollment options. But if you have a small number of Mac devices this might be easier than setting up an entire automated infrastructure just for those few users. With Intune-only enrollment, you can deploy things like certificates, password configurations, and applications. You can also configure compliance policies, enable Conditional Access, and enforce encryption and device wipe. +- **Intune and Jamf enrollment:** When you want deeper support for Mac management, use Jamf + Intune for Conditional Access. Microsoft has a great solution that combines the extensive Mac management capabilities of Jamf with Intune compliance with Conditional Access policies. In this scenario you're still fully managing the device with Jamf while being able to take those signals from Jamf for increased security. -To learn more about macOS enrollment, see [Enroll macOS devices in Microsoft Intune](/mem/intune/fundamentals/deployment-guide-enrollment-macos). +To learn more about macOS enrollment, see [Enroll macOS devices in Microsoft Intune](/mem/intune-service/fundamentals/deployment-guide-enrollment-macos). ## Next step diff --git a/microsoft-365/solutions/manage-devices-with-intune-monitor-risk.md b/microsoft-365/solutions/manage-devices-with-intune-monitor-risk.md index 2d16eba52fc..a8ef3ccf3ed 100644 --- a/microsoft-365/solutions/manage-devices-with-intune-monitor-risk.md +++ b/microsoft-365/solutions/manage-devices-with-intune-monitor-risk.md @@ -9,7 +9,7 @@ f1.keywords: - monitor device compliance - deploy security baselines manager: dougeby -ms.date: 04/16/2024 +ms.date: 03/14/2025 audience: ITPro ms.topic: how-to ms.service: o365-solutions @@ -29,14 +29,14 @@ keywords: After your organization deploys Microsoft Defender for Endpoint, you can gain greater insights and protection of your devices by integrating Microsoft Intune with Defender for Endpoint. For mobile devices, this includes the ability to monitor device risk as a condition for access. For Windows devices, you can monitor compliance of these devices to security baselines. -Deploying Microsoft Defender for Endpoint includes onboarding endpoints. If you used Intune to onboard endpoints (recommended), then you've connected Microsoft Intune to Defender for Endpoint. If you used a different method to onboard endpoints to Defender for Endpoint, see [Configure Microsoft Defender for Endpoint in Intune](/mem/intune/protect/advanced-threat-protection-configure) to ensure you set up the service-to-service connection between Intune and Microsoft Defender for Endpoint. +Deploying Microsoft Defender for Endpoint includes onboarding endpoints. If you used Intune to onboard endpoints (recommended), then you've connected Intune to Defender for Endpoint. If you used a different method to onboard endpoints to Defender for Endpoint, see [Configure Microsoft Defender for Endpoint in Intune](/mem/intune-service/protect/advanced-threat-protection-configure) to ensure you set up the service-to-service connection between Intune and Defender for Endpoint. :::image type="content" source="../media/devices/devices-defender-for-endpoint-steps.svg" alt-text="The integration of Microsoft Intune with Microsoft Defender for Endpoint, including how Defender for Endpoint shares its signals with Microsoft Defender XDR." lightbox="../media/devices/devices-defender-for-endpoint-steps.svg"::: In this illustration: - Microsoft Defender for Endpoint greatly increases the sophistication of threat protection for devices. -- Microsoft Intune allows you to set App Protection Policies and manage devices (including configuration changes). Defender for Endpoint continuously monitors your devices for threats, and can take automated action to remediate attacks. +- Microsoft Intune allows you to set app protection policies and manage devices (including configuration changes). Defender for Endpoint continuously monitors your devices for threats, and can take automated action to remediate attacks. - You can use Intune to onboard devices to Defender for Endpoint, which enables these devices to work with Microsoft Purview Endpoint Data Loss Prevention (DLP). This article includes these steps: @@ -50,17 +50,17 @@ If Defender for Endpoint hasn’t already been set up, work with your threat pro With Microsoft Defender for Endpoint deployed, you can take advantage of threat risk signals. This allows you to block access to devices based on their risk score. Microsoft recommends allowing access to devices with a risk score of medium or lower. -For Android and iOS/iPadOS, threat signals can be used within your App Protection Policies (APP). For more information, see [Create and assign app protection policy to set device risk level](/mem/intune/protect/advanced-threat-protection-configure#create-and-assign-compliance-policy-to-set-device-risk-level). +For Android and iOS/iPadOS, threat signals can be used within your app protection policies. For more information, see [Create and assign app protection policy to set device risk level](/mem/intune-service/protect/advanced-threat-protection-configure#create-and-assign-compliance-policy-to-set-device-risk-level). -For all platforms, you can set the risk level in the existing device compliance policies. For more information, see [Create a Conditional Access policy](/mem/intune/protect/advanced-threat-protection-configure#create-a-conditional-access-policy). +For all platforms, you can set the risk level in the existing device compliance policies. For more information, see [Create a Conditional Access policy](/mem/intune-service/protect/advanced-threat-protection-configure#create-a-conditional-access-policy). ## Deploy security baselines and monitor compliance for these settings Applies to: Windows 10, Windows 11 -The [Step 5. Deploy configuration profiles](manage-devices-with-intune-configuration-profiles.md) article recommends getting started with configuration profiles by using the security baselines, available for Windows 10 and Windows 11. Microsoft Defender for Endpoint also includes security baselines that provide settings that optimize all the security controls in the Defender for Endpoint stack, including settings for endpoint detection and response (EDR). These are also deployed by using Microsoft Intune. +The [Step 5. Deploy configuration profiles](manage-devices-with-intune-configuration-profiles.md) article recommends getting started with configuration profiles by using the Intune security baselines that are available for Windows 10 and Windows 11. Intune also includes security baselines for Microsoft Defender for Endpoint that provide settings to optimize all the security controls in the Defender for Endpoint stack, including settings for endpoint detection and response (EDR). -Ideally, devices onboarded to Defender for Endpoint are deployed both baselines: the Windows Intune security baseline to initially secure Windows and then the Defender for Endpoint security baseline layered on top to optimally configure the Defender for Endpoint security controls. +Ideally, devices onboarded to Defender for Endpoint would receive both baselines: the security baseline for Windows to initially secure Windows, and then the Defender for Endpoint security baseline layered on top to optimally configure the Defender for Endpoint security controls. To benefit from the latest data on risks and threats and to minimize conflicts as baselines evolve, always apply the latest versions of the baselines across all products as soon as they're released. @@ -72,10 +72,10 @@ To deploy security baselines and monitor compliance for these settings, use the |Step |Description | |---------|---------| -|1 |Review key concepts and compare the Microsoft Defender for Endpoint and the Windows Intune security baselines.

See [Increase compliance to the Microsoft Defender for Endpoint security baseline](../security/defender-endpoint/configure-machines-security-baseline.md) to learn recommendations.

See [Use security baselines to configure Windows devices in Intune](/mem/intune/protect/security-baselines) to review the list of available security baselines and how to avoid conflicts. | -|2 | Deploy Windows security baseline settings for Intune. If you haven't, see the guidance in [Step 5. Deploy configuration profiles](manage-devices-with-intune-configuration-profiles.md). | -|3 | Deploy Defender for Endpoint baseline settings for Intune. See [Manage security baseline profiles in Microsoft Intune](/mem/intune/protect/security-baselines-configure) to create the profile and choose the baseline version.

You can also follow the instructions here: [Review and assign the Microsoft Defender for Endpoint security baseline](../security/defender-endpoint/configure-machines-security-baseline.md#review-and-assign-the-microsoft-defender-for-endpoint-security-baseline). | -|4 | In Defender for Endpoint, review the [Security baseline card on device configuration management](../security/defender-endpoint/configure-machines.md). | +|1 |Review key concepts and compare the Microsoft Defender for Endpoint and the Windows security baselines in Intune.

To learn about recommendations for Defender for Endpoint, see [Increase compliance to the Microsoft Defender for Endpoint security baseline](../security/defender-endpoint/configure-machines-security-baseline.md).

To review the list of security baselines that are available with Intune, and how to avoid conflicts, see [Use security baselines to configure Windows devices in Intune](/mem/intune-service/protect/security-baselines). +|2 | Use Intune to deploy the security baseline for Windows settings. For more information, see related guidance in [Step 5. Deploy device profiles](manage-devices-with-intune-configuration-profiles.md). | +|3 | Use Intune to deploy Defender for Endpoint baseline settings. To create the profile and choose the correct baseline, see [Manage security baseline profiles in Microsoft Intune](/mem/intune-service/protect/security-baselines-configure).

You can also follow the instructions as [Review and assign the Microsoft Defender for Endpoint security baseline](../security/defender-endpoint/configure-machines-security-baseline.md#review-and-assign-the-microsoft-defender-for-endpoint-security-baseline) in the Defender for Endpoint documentation. | +|4 | In the Defender for Endpoint documentation, review [Ensure your devices are configured properly](../security/defender-endpoint/configure-machines.md) and the [Security baseline card on device configuration management](/defender-endpoint/configure-machines-security-baseline#monitor-compliance-to-the-defender-for-endpoint-security-baseline). | ## Next step diff --git a/microsoft-365/solutions/manage-devices-with-intune-overview.md b/microsoft-365/solutions/manage-devices-with-intune-overview.md index a4082dd1d4c..387ef16b71a 100644 --- a/microsoft-365/solutions/manage-devices-with-intune-overview.md +++ b/microsoft-365/solutions/manage-devices-with-intune-overview.md @@ -8,7 +8,7 @@ f1.keywords: - zero trust deployment stack - device management with zero trust manager: dougeby -ms.date: 04/17/2024 +ms.date: 03/14/2025 audience: ITPro ms.topic: solution-overview description: Enroll your endpoint devices in Microsoft Intune as part of your Zero Trust security architecture, protecting against ransomware while building in protection for remote workers. @@ -31,7 +31,7 @@ While Microsoft 365 includes several tools and methodologies for managing and pr - Plan to enroll devices into Intune through Microsoft Entra join (including Microsoft Entra hybrid join). - Plan to manually enroll devices into Intune. -- Allow BYOD devices with plans to implement protection for apps and data and/or enroll these devices to Intune. +- Allow bring your own devices (BYOD) with plans to implement protection for apps and data and/or enroll these devices in Intune. On the other hand, if your environment includes plans for co-management including Microsoft Configuration Manager, see [Co-management documentation](/mem/configmgr/comanage/) to develop the best path for your organization. If your environment includes plans for Windows 365 Cloud PC, see [Windows 365 Enterprise documentation](/windows-365/enterprise/) to develop the best path for your organization. @@ -42,11 +42,11 @@ Watch this video for an overview of the deployment process. ## Why manage endpoints? -The modern enterprise has an incredible diversity of endpoints accessing their data. This setup creates a massive attack surface, and as a result, endpoints can easily become the weakest link in your Zero Trust security strategy. +The modern enterprise has an incredible diversity of endpoints accessing its data. This setup creates a massive attack surface, and as a result, endpoints can easily become the weakest link in your Zero Trust security strategy. -Mostly driven by necessity as the world shifted to a remote or hybrid work model, users are working from anywhere, from any device, more than anytime in history. Attackers are quickly adjusting their tactics to take advantage of this change. Many organizations face constrained resources as they navigate these new business challenges. Virtually overnight, companies have accelerated digital transformation. Simply stated, the way people work has changed. We no longer expect to access the myriad of corporate resources only from the office and on company-owned devices. +Mostly driven by necessity as the world shifted to a remote or hybrid work model, users work from anywhere, from any device, more than at any time in history. Attackers are quickly adjusting their tactics to take advantage of this change. Many organizations face constrained resources as they navigate these new business challenges. Virtually overnight, companies have accelerated digital transformation. Simply stated, the way people work has changed. We no longer expect to access the myriad corporate resources only from the office and on company-owned devices. -Gaining visibility into the endpoints accessing your corporate resources is the first step in your Zero Trust device strategy. Typically, companies are proactive in protecting PCs from vulnerabilities and attack while mobile devices often go unmonitored and without protections. To ensure you’re not exposing your data to risk, we need to monitor every endpoint for risks and employ granular access controls to deliver the appropriate level of access based on organizational policy. For example, if a personal device is jailbroken, you can block access to ensure that enterprise applications aren't exposed to known vulnerabilities. +Gaining visibility into the endpoints that access your corporate resources is the first step in your Zero Trust device strategy. Typically, companies are proactive in protecting PCs from vulnerabilities and attacks, while mobile devices often go unmonitored and without protections. To ensure you’re not exposing your data to risk, we need to monitor every endpoint for risks and employ granular access controls to deliver the appropriate level of access based on organizational policy. For example, if a personal device is jailbroken, you can block its access to prevent enterprise applications from being exposed to known vulnerabilities. This series of articles walks through a recommended process for managing devices that access your resources. If you follow the recommended steps, your organization will achieve very sophisticated protection for your devices and the resources they access. @@ -56,15 +56,15 @@ Protecting the data and apps on devices and the devices themselves is a multi-la The following diagram illustrates building blocks to achieve a Zero Trust security posture for Microsoft 365 and other SaaS apps that you introduce to this environment. The elements related to devices are numbered 1 through 7. Device admins will coordinate with other administrators to accomplish these layers of protection. -:::image type="content" source="../media/devices/m365-zero-trust-deployment-stack-devices.svg" alt-text="desc." lightbox="../media/devices/m365-zero-trust-deployment-stack-devices.svg"::: +:::image type="content" source="../media/devices/m365-zero-trust-deployment-stack-devices.svg" alt-text="Diagram of the Zero Trust security posture building blocks." lightbox="../media/devices/m365-zero-trust-deployment-stack-devices.svg"::: In this illustration: | | Step | Description | Licensing requirements | |---|---|---|---| -|1|Configure starting-point Zero Trust identity and device access policies|Work with your identity administrator to [**Implement Level 2 App Protection Policies (APP) data protection**](manage-devices-with-intune-app-protection.md). These policies don't require that you manage devices. You configure the APP policies in Intune. Your identity admin configures a Conditional Access policy to require approved apps.|E3, E5, F1, F3, F5| -|2|Enroll devices to Intune|This task requires more planning and time to implement. Microsoft recommends using Intune to enroll devices because this tool provides optimal integration. There are several options for enrolling devices, depending on the platform. For example, Windows devices can be enrolled by using Microsoft Entra join or by using Autopilot. You need to review the options for each platform and decide which enrollment option is best for your environment. See [**Step 2. Enroll devices to Intune**](manage-devices-with-intune-enroll.md) for more information.|E3, E5, F1, F3, F5| -|3|Configure compliance policies|You want to be sure devices that are accessing your apps and data meet minimum requirements, for example devices are password or pin-protected and the operating system is up to date. Compliance policies are the way to define the requirements that devices must meet. [**Step 3. Set up compliance policies**](manage-devices-with-intune-compliance-policies.md) helps you configure these policies.|E3, E5, F3, F5| +|1|Configure starting-point Zero Trust identity and device access policies|Step 1. [Implement app protection policies](manage-devices-with-intune-app-protection.md) to lay a foundation to protect devices by using Intune app protection policies, which don’t require device management. Then, collaborate with your identity team admin to implement Conditional Access policies that require approved apps and set [level 2 enterprise enhanced data protection](/mem/intune-service/apps/app-protection-framework#level-2-enterprise-enhanced-data-protection), which is the recommended starting level for devices where users access sensitive information.|E3, E5, F1, F3, F5| +|2|Enroll devices to Intune|This task requires more planning and time to implement. Microsoft recommends using Intune to enroll devices because this tool provides optimal integration. There are several options for enrolling devices, depending on the platform. For example, Windows devices can be enrolled by using Microsoft Entra join or by using Autopilot. You need to review the options for each platform and decide which enrollment option is best for your environment. See [**Step 2. Enroll devices in Intune**](manage-devices-with-intune-enroll.md) for more information.|E3, E5, F1, F3, F5| +|3|Configure compliance policies|You want to be sure devices that are accessing your apps and data meet minimum requirements. For example, devices are password or PIN-protected and the operating system is up to date. Compliance policies are the way to define the requirements that devices must meet. [**Step 3. Set up compliance policies**](manage-devices-with-intune-compliance-policies.md) helps you configure these policies.|E3, E5, F3, F5| |4|Configure Enterprise (recommended) Zero Trust identity and device access policies|Now that your devices are enrolled, you can work with your identity admin to [**tune Conditional Access policies to require healthy and compliant devices**](manage-devices-with-intune-require-compliance.md).|E3, E5, F3, F5| |5|Deploy configuration profiles|As opposed to device compliance policies that simply mark a device as compliant or not based on criteria you configure, configuration profiles actually change the configuration of settings on a device. You can use configuration policies to harden devices against cyberthreats. See [**Step 5. Deploy configuration profiles**](manage-devices-with-intune-configuration-profiles.md).|E3, E5, F3, F5| |6|Monitor device risk and compliance with security baselines|In this step, you connect Intune to Microsoft Defender for Endpoint. With this integration, you can then monitor device risk as a condition for access. Devices that are found to be in a risky state are blocked. You can also monitor compliance with security baselines. See [**Step 6. Monitor device risk and compliance to security baselines**](manage-devices-with-intune-monitor-risk.md).|E5, F5| @@ -72,15 +72,15 @@ In this illustration: ## Coordinating endpoint management with Zero Trust identity and device access policies -This guidance is tightly coordinated with the recommended [**Zero Trust identity and device access policies**](../security/office-365-security/zero-trust-identity-device-access-policies-overview.md). You'll be working with your identity team to carry through protection that you configure with Intune into Conditional Access policies in Microsoft Entra ID. +This guidance is tightly coordinated with the recommended [**Zero Trust identity and device access policies**](../security/office-365-security/zero-trust-identity-device-access-policies-overview.md). You'll work with your identity team to carry through protection that you configure with Intune into Conditional Access policies in Microsoft Entra ID. -Here’s an illustration of the recommended policy set with step callouts for the work you'll do in Intune and the related Conditional Access policies you'll help coordinate in Microsoft Entra ID. +Following is an illustration of the recommended policy set with step callouts for the work you'll do in Intune and the related Conditional Access policies you'll help coordinate in Microsoft Entra ID. :::image type="content" source="../media/devices/identity-device-overview-steps.svg" alt-text="Zero Trust identity and device access policies." lightbox="../media/devices/identity-device-overview-steps.svg"::: In this illustration: -- In Step 1, [**Implement Level 2 App Protection Policies (APP)**](manage-devices-with-intune-app-protection.md) you configure the recommended level of data protection with APP policies. Then you work with your identity team to configure the related Conditional Access rule to require use of this protection. +- In Step 1, [level 2 app protection policies](manage-devices-with-intune-app-protection.md) are configured as the recommended level of data protection with Intune app protection policies. Then you work with your identity team to configure the related Conditional Access rule to require the use of this protection. - In Steps 2, 3 and 4, you enroll devices into management with Intune, define device compliance policies, and then coordinate with your identity team to configure the related Conditional Access rule to only allow access to compliant devices. -Microsoft Syntex provides a powerful suite of content management and productivity services that harnesses AI and machine learning to intelligently discover, analyze, organize, classify, and process your organization's documents. +Microsoft Syntex provides a powerful suite of pay-as-you-go content management and productivity services that harnesses AI and machine learning to intelligently discover, analyze, organize, classify, and process your organization's documents. With pay-as-you-go licensing, your organization can use these services without any license commitment or upfront purchasing. -By automating content workflows and enhancing understanding, these services transform your business documents into actionable knowledge. This streamlines everyday processes and provides valuable insights, empowering your organization to make informed decisions. +By automating content workflows and enhancing understanding, these services transform your business documents into actionable knowledge. This streamlines everyday processes, provides valuable insights, and empowers people in your organization to make informed decisions. \ No newline at end of file diff --git a/microsoft-365/syntex/unstructured-setup.md b/microsoft-365/syntex/unstructured-setup.md index 8eee2b32bc8..8c8d2a29afd 100644 --- a/microsoft-365/syntex/unstructured-setup.md +++ b/microsoft-365/syntex/unstructured-setup.md @@ -1,10 +1,10 @@ --- -title: Set up and manage unstructured document processing in Microsoft Syntex +title: Set up and manage unstructured document processing in SharePoint ms.author: chucked author: chuckedmonson manager: jtremper ms.reviewer: ssquires -ms.date: 01/13/2025 +ms.date: 03/24/2025 audience: admin ms.topic: install-set-up-deploy ms.custom: setup @@ -15,12 +15,12 @@ ms.collection: - enabler-strategic - m365initiative-syntex ms.localizationpriority: medium -description: Learn how to set up and manage unstructured document processing in SharePoint. +description: Learn how to set up and manage the unstructured document processing service in SharePoint. --- -# Set up and manage unstructured document processing in Microsoft Syntex +# Set up and manage unstructured document processing in SharePoint -The unstructured document processing service for Microsoft Syntex is set up in the Microsoft 365 admin center. +Unstructured document processing is a pay-as-you-go service that is set up in the Microsoft 365 admin center. ## Prerequisites @@ -54,13 +54,16 @@ By default, unstructured document processing is turned on for libraries in all S 6. In the **Sites where models can be used** section, select **Edit**. -7. On the **Sites where models can be used** panel, change the setting from **All sites** to **Selected sites (up to 100)**. For selected sites, follow the instructions to select the sites or upload a CSV listing of the sites. You can then manage site access permissions for the sites you selected. +7. On the **Sites where models can be used** panel, change the setting from **All sites** to **Selected sites (up to 100)**. - > [!NOTE] - > You must be a member of any site that you want to include in the CSV file. + For selected sites, follow the instructions to select the sites or upload a CSV listing of the sites. You can then manage site access permissions for the sites you selected. + + To allow model creation on content center sites, select **Enable unstructured model creation in all content center sites (recommended)**. + + ![Screenshot of the site scoping settings showing the option to enable unstructured model creation in the content center.](../media/content-understanding/unstructured-site-scoping.png) > [!NOTE] - > Disabling a site after a model is made available to process files on that site doesn't disable the model. Models can still be used to process files and incur charges. A model can be made available to process files by being created either on that site or in a content center. + > You must be a member of any site that you want to include in the CSV file. > [!NOTE] > For multi-geo environments, the **No sites** and **Selected sites** settings apply only to the primary geo of multi-geo tenants. If you want to restrict or add sites in nonprimary geos, contact Microsoft support. diff --git a/microsoft-365/whiteboard/deploy-on-windows-organizations.md b/microsoft-365/whiteboard/deploy-on-windows-organizations.md index cfc773a4866..ad35ee96cbe 100644 --- a/microsoft-365/whiteboard/deploy-on-windows-organizations.md +++ b/microsoft-365/whiteboard/deploy-on-windows-organizations.md @@ -17,51 +17,18 @@ description: Learn how to deploy Microsoft Whiteboard on devices running Windows # Deploy Microsoft Whiteboard on Windows 10 devices -Whiteboard can be deployed on devices that run Windows 10 or later using Microsoft Intune or Microsoft Configuration Manager (formerly System Center Configuration Manager). Whiteboard isn't supported on Windows Server. +Whiteboard can be deployed on devices that run Windows 10 or later using Microsoft Intune. Whiteboard isn't supported on Windows Server. In order to deploy Whiteboard, you must first ensure that Whiteboard is enabled for your organization. For more information, see [Manage access to Whiteboard](manage-whiteboard-access-organizations.md). - **Microsoft Intune using an online license mode** – This process allows you to specify groups of users who will receive access to the Whiteboard app. -- **Microsoft Configuration Manager using manual offline installation and updates** – This process allows you to install Whiteboard and then manually update it every 2–4 weeks. - ->[!NOTE] -> We recommend using Microsoft Intune. Using Microsoft Configuration Manager requires IT to continuously repackage and install updates to ensure users are running an up-to-date version. - ## Install Whiteboard using Microsoft Intune 1. Add Whiteboard as an available app using the steps in this article: [Add Microsoft Store apps to Microsoft Intune](/mem/intune/apps/store-apps-windows). 2. Assign the app to a group using the steps in this article: [Assign apps to groups with Microsoft Intune](/mem/intune/apps/apps-deploy). -## Install Whiteboard using Microsoft Configuration Manager - -1. Using a global administrator account, sign in to the [Microsoft Store for Business](https://businessstore.microsoft.com). - -2. In the header, select **Manage**. - -3. In the right-hand navigation pane, select **Settings**, and then turn on **Show offline apps**. - -4. Wait 10–15 minutes for propagation. - -5. Next, go to the [Whiteboard app](https://businessstore.microsoft.com/store/details/microsoft-whiteboard/9mspc6mp8fm4). - -6. Select **Get the app**, and then accept the license terms. - -7. Go back to the application page. - -8. In the **License type** drop-down menu, select **Offline**. - -9. Select **Manage**. - -10. This action takes you to the inventory management page, which will now offer the option to **Download package for offline use**. - -11. Choose the architecture version, and then download it. - -12. As soon as you've downloaded the app, you can deploy it through Configuration Manager. To create an update package, follow steps 7–10 to download a newer version and package it for Configuration Manager. - -13. For more information, see [Install applications for a device](/mem/configmgr/apps/deploy-use/install-app-for-device). - ## See also [Manage access to Whiteboard](manage-whiteboard-access-organizations.md)