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manage-public-web-access | Manage Public Web Access | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/copilot/manage-public-web-access.md | Title: Manage access to web content in Microsoft Copilot for Microsoft 365 responses + Title: Data, privacy, and security for web queries in Copilot for Microsoft 365 f1.keywords: - NOCSH Previously updated : 10/31/2023 Last updated : 06/20/2024 audience: Admin -# Manage access to web content in Microsoft Copilot for Microsoft 365 responses +# Data, privacy, and security for web queries in Copilot for Microsoft 365 -Microsoft Copilot for Microsoft 365 combines the power of large language models (LLMs) with your organization’s data – all in the flow of work – to turn your words into one of the most powerful productivity tools on the planet. Copilot can provide summaries of chats, messages, and meetings, answer business questions, and generate content. For more information, see [How Microsoft Copilot for Microsoft 365 works](https://www.youtube.com/watch?v=B2-8wrF9Okc). +Copilot for Microsoft 365 chat has an optional feature that allows Copilot to reference web content when responding to user prompts. Allowing Copilot for Microsoft 365 to reference web content improves the quality of Copilot responses by grounding them in the latest information from the web. -As your organization’s Microsoft 365 admin, you can turn off Copilot’s ability to access and include web content when it responds to your users’ prompts. For more information on how this control impacts data, privacy, and security within Microsoft Copilot for Microsoft 365, see [Data, Privacy, and Security for Microsoft Copilot for Microsoft 365](microsoft-365-copilot-privacy.md#microsoft-copilot-for-microsoft-365-and-the-web-content-plugin). +## Web content plugin -## Before you begin +When the web content plugin is enabled, Copilot for Microsoft 365 may fetch information from the Bing Search service when information from the web will help provide a better, more grounded response. This feature is automatically turned on when the user first starts using Copilot. Admin controls and user-level toggle are available to [manage whether the web content plugin is enabled](#controls-available-to-manage-the-use-of-web-content) in your environment. -- You must assign a Microsoft Copilot for Microsoft 365 license to your selected users before they can use Copilot. For more information, see [Get started with Microsoft Copilot for Microsoft 365](microsoft-365-copilot-setup.md).+### How the web content plugin works -- You must be a global admin or search admin to complete the task in this article. For more information, see [About admin roles in the Microsoft 365 admin center](/microsoft-365/admin/add-users/about-admin-roles).+When the web content plugin is enabled, Copilot for Microsoft 365 parses the user’s prompt and identifies terms where web grounding would improve the quality of the response. Based on these terms, Copilot generates a search query that it sends to the Bing Search service asking for more information. -## Choose whether Microsoft Copilot for Microsoft 365 can access web content +This generated search query is different from the user’s original prompt—it consists of a few words informed by the user’s prompt. The generated query will not include the entirety of a Microsoft 365 documents associated with the prompt. However, it may also be informed by data within a Microsoft 365 document under the following conditions: -Microsoft Copilot for Microsoft 365 chat experiences in Bing, Microsoft Edge, and the Microsoft Teams app has a feature that allows Copilot to reference web content when responding to user prompts. Allowing Copilot for Microsoft 365 to reference web content enhances the end user experience and productivity with Copilot. The feature is automatically turned on when you first start using Copilot. You can turn off this feature by following these steps: +- When a user enters a prompt into Copilot inside an Office application (for example, writing a prompt into Copilot in Microsoft Word while a relevant document is open). -For Search admins and Global admins: +- When the user explicitly references a specific document in their prompt (for example, asking Copilot about a specific document from copilot.microsoft.com). -1. In the Microsoft 365 admin center, go to **Settings** > **Search & intelligence**. +The following information is not included in the generated query sent to the Bing Search service: -2. On the **Configurations** page, select **Improved responses with web content in Copilot for Microsoft 365**. +- The user’s entire prompt, unless the prompt is very short (for example, “local weather”) -3. Select Change. +- Entire Microsoft 365 files (for example, emails or documents) -4. Unselect the checkbox for **Allow Copilot to improve responses with web content**. +- Any identifying information based on the user’s Microsoft Entra ID (for example, username, domain, or tenant ID) -5. Select Save. +The user's prompts and Copilot's responses are stored within Microsoft 365 and never leave the service boundary. +After Copilot for Microsoft 365 receives additional information from the Bing search service, this information is used to compose the response returned to the user. -For Global admins only: +When a user submits their prompt with the web toggle turned on, they may receive two separate responses: ++1. If resources are found within Microsoft 365, the user will see: + - **From your company's resources, emails, Teams messages, etc.** ++2. If resources are found outside of Microsoft 365, the user will see: + - **From the web:** ++The user can see results from both. Additionally, if the results are from the web only, the user will see the same **From the web:** heading. ++### Examples of generated search queries ++The table below provides multiple examples of a user's prompt and the generated search queries sent to Bing. It also explains how Copilot for Microsoft 365 formulates a response. Brackets indicate placeholders for specific information referenced by the user or inferred by Copilot. ++| User prompt | Generated search queries | How Copilot provides a response | +|--|-|| +| Who is my manager and what public information is available about them? | [Manager name] | Copilot will find the name of the user’s manager from Microsoft 365 data. It will then generate a Bing search query based on their name to see what information about them is available on the web. | +| I’m looking for a document authored last week by [coworker]. | None | Copilot will return documents by [coworker] found in Microsoft 365 data. No web queries are generated. | +| We're considering a possible acquisition of Fabrikam. Summarize financial information about the company, including their business strategy. | Fabrikam strategy<br>Fabrikam financials | Copilot will return a response with two sections. One is headlined “From your company’s data” that references information the user has access to in Microsoft 365. The other is headlined “From the web,” which includes any publicly available information. | +| What decision did [coworker] make about shipping our Contoso product? | [Coworker name] decision about shipping Contoso product | Copilot will return a response based on information the user has access to in Microsoft 365.<br>Because there is no relevant information available on the web, Copilot does not include information from the web in the response. | +| Summarize [internal strategy document about clean energy] and tell me if Fabrikam has publicly announced a similar approach. | Fabrikam clean energy policy announcements | The user explicitly includes a reference to a specific document in Microsoft 365. Copilot reasons over this document and identifies “clean energy policy” as a major theme. “Clean energy policy” is added to the generated search query sent to the Bing search service (the document itself is not included).<br>Copilot then takes web results returned from Bing and identifies any similarities between this public information and the strategy described in the internal document. | ++### How Microsoft handles generated queries ++The web content plugin in Copilot for Microsoft 365 and [Copilot with commercial data protection](/copilot/overview) 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 are disassociated from the user ID and tenant ID. They are not shared with advertisers. ++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://privacy.microsoft.com/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) does not apply to the use of web content plugin in Copilot for Microsoft 365, Copilot with commercial data protection, or the Bing search service. ++## Controls available to manage the use of web content ++To manage this capability so it aligns with organizational policies, user preferences, and security considerations, two distinct toggles are introduced: one for IT Administrators and another for end-users. ++### IT administrator toggle ++This toggle allows IT admins to either enable or disable the feature across the entire tenant they manage in accordance with their organization’s policies, data privacy laws, or other regulatory requirements. ++By default, this setting is enabled. When enabled, all users within the tenant can choose for themselves whether to enable or disable the web content plugin. ++When disabled by an IT admin, the web content plugin is disabled for all users within the tenant, regardless of the individual user’s setting. Users can't override this setting. ++IT admins can disable the web content plugin following these steps (Note that it may take up to 24 hours to reflect changes: ++For Search admins and Global admins: ++1. In the Microsoft 365 admin center, go to **Settings** > **Search & intelligence**. ++2. On the **Configurations** page, select **Improved responses with web content in Copilot for Microsoft 365**. -1. In the admin center, go to **Settings** > **Org settings**. -2. On the Copilot page, select **Improved responses with web content in Copilot for Microsoft 365**. 3. Select **Change**.-4. Unselect the checkbox for **Allow Copilot to improve responses with web content**. -5. Select **Save**. +4. Unselect the checkbox for **Allow Copilot to improve responses with web content**. ++5. Select **Save**. All admin setting updates may take up to 24 hours to reflect any changes. ++For Global admins only: ++1. In the admin center, go to **Settings** > **Org settings**. ++2. On the Copilot page, select **Improved responses with web content in Copilot for Microsoft 365**. ++3. Select **Change**. ++4. Unselect the checkbox for **Allow Copilot to improve responses with web content**. ++5. Select **Save**. ++ >[!NOTE] > This method is the only way to turn off the ability of Copilot for Microsoft 365 chat experiences to access web content. The privacy controls for optional connected experiences available with Microsoft 365 Apps can’t be used. -## End user action required +### End user toggle -There's a separate toggle for end users to enable and disable web access for Microsoft Copilot, and it can be found in the Plugins menu for Copilot. This toggle is initially off by default, and users will have to enable it to receive this experience. +The end user toggle offers individual control over whether they want real-time web content in Copilot responses or not based on their personal preference. -When a user submits their prompt with the web toggle turned on, they may receive two separate responses. If resources are found within Microsoft 365, the user will see **From your company's resources, emails, Teams messages, etc**. If resources are found outside of Microsoft 365, the user will see **From the web:**. The user can see results from both. Additionally, if the results are from the web only, the user will see the same **From the web:** heading. +By default, this setting is enabled. When enabled, the user will receive responses grounded in real-time web content. If the IT admin toggle is disabled, this option is not available to the end user. -If you turn off web access from the admin center, this control is disabled. However, if you enable web access, your users must enable the toggle in their settings as well to allow web access. +When disabled, web content is not included in Copilot responses. -## How to disable chat experiences +Users can turn off this feature by following these steps: -If you want to disable the chat experiences, you need to disable the service plan named **Business Chat** in the license management settings: +1. Select the plugin menu at the bottom right of the chat input box in Copilot for Microsoft 365. -1. Sign in to the [Microsoft 365 admin center](https://admin.microsoft.com), go to the navigation pane, and select **Users** > **Active users**. -2. On the **Active users** page, select a specific user, and then **Manage product licenses**. You can only manage licenses and apps for one user at a time. +2. Disable the web content plugin. -3. To do this for multiple users, you must use a PowerShell query. In the **Licenses and apps** tab, clear the **Business Chat** checkbox. |
microsoft-365-copilot-privacy | Microsoft 365 Copilot Privacy | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/copilot/microsoft-365-copilot-privacy.md | Microsoft Copilot for Microsoft 365 only surfaces organizational data to which i When you enter prompts using Microsoft Copilot for Microsoft 365, the information contained within your prompts, the data they retrieve, and the generated responses remain within the Microsoft 365 service boundary, in keeping with our current privacy, security, and compliance commitments. Microsoft Copilot for Microsoft 365 uses Azure OpenAI services for processing, not OpenAIΓÇÖs publicly available services. Azure OpenAI doesn't cache customer content and Copilot modified prompts for Copilot for Microsoft 365. > [!NOTE]-> When using Microsoft Copilot for Microsoft 365, your organizationΓÇÖs data might leave the Microsoft 365 service boundary under the following circumstances: -> -> - When youΓÇÖre using plugins to help Microsoft Copilot for Microsoft 365 to provide more relevant information. Check the privacy statement and terms of use of the plugin to determine how it will handle your organizationΓÇÖs data. For information, see [Extensibility of Microsoft Copilot for Microsoft 365](#extensibility-of-microsoft-copilot-for-microsoft-365). -> - When youΓÇÖre using the web content plugin to enhance chat answers, Copilot for Microsoft 365 will generate a search query that is sent to Bing for the latest information from the web. For more information, [Microsoft Copilot for Microsoft 365 and the web content plugin](#microsoft-copilot-for-microsoft-365-and-the-web-content-plugin). +> - When youΓÇÖre using plugins to help Copilot for Microsoft 365 to provide more relevant information, check the privacy statement and terms of use of the plugin to determine how it will handle your organizationΓÇÖs data. For more information, see [Extensibility of Microsoft Copilot for Microsoft 365](#extensibility-of-microsoft-copilot-for-microsoft-365). +> - When youΓÇÖre using the web content plugin, Copilot for Microsoft 365 parses the userΓÇÖs prompt and identifies terms where web grounding would improve the quality of the response. Based on these terms, Copilot generates a search query that it sends to the Bing Search service. For more information, [Data, privacy, and security for web queries in Copilot for Microsoft 365](/microsoft-365-copilot/manage-public-web-access). Abuse monitoring for Microsoft Copilot for Microsoft 365 occurs in real-time, without providing Microsoft any standing access to customer data, either for human or for automated review. While abuse moderation, which includes human review of content, is available in Azure OpenAI, Microsoft Copilot for Microsoft 365 services have opted out of it. Microsoft 365 data isnΓÇÖt collected or stored by Azure OpenAI. Copilot for Microsoft 365 is upholding data residency commitments as outlined in Microsoft [Advanced Data Residency (ADR)](/microsoft-365/enterprise/advanced-data-residency) and [Multi-Geo Capabilities](/microsoft-365/enterprise/microsoft-365-multi-geo) offerings include data residency commitments for Copilot for Microsoft 365 customers as of March 1, 2024. For EU customers, Copilot for Microsoft 365 is an EU Data Boundary service. Customers outside the EU may have their queries processed in the US, EU, or other regions. -## Microsoft Copilot for Microsoft 365 and the web content plugin --Copilot for Microsoft 365 has the option to enhance chat answers with the latest information from the web. When the web content plugin is enabled, Copilot may fetch information from the Bing search index when Copilot determines that information from the web will help provide a better, more grounded response. --Admin controls and user-level toggle are available to [manage whether the web content plugin is enabled](#controls-available-to-manage-the-use-of-web-content) in your environment. --### How the web content plugin works --When the web content plugin is enabled in chat, Copilot for Microsoft 365 parses the userΓÇÖs prompt and identifies terms where web grounding could improve the quality of the response. Based on these terms, Copilot generates a search query that is sent to the [Bing Search API](/bing/search-apis/bing-web-search/overview) asking for more information. This search query is different from the userΓÇÖs promptΓÇöit usually consists of a few words informed by the userΓÇÖs prompt and/or Microsoft 365 data. It doesn't automatically include the entirety of Microsoft 365 documents associated with the prompt. --The following table provides an example of a user's prompt, the search queries sent, and Copilot's response. ---|Entity |Text | -||| -|Prompt (as written by the user) |We're considering a possible acquisition of Fabrikam. Help me put together a 200-word summary report of publicly available financial information on the company, including their business strategy. | -|Search queries (generated by Copilot and sent to the Bing search API) |Fabrikam strategy <br/> Fabrikam financials | -|Response (generated by Copilot) | Fabrikam is a CPG startup that offers healthier food alternatives but with the same familiar taste as traditional brands. The company gathered $4.5 million in seed funding in 2019 and raised $31.5 million in a series B funding round in 2022. As of January 2023, Fabrikam raised a total of $83.4 million in funding and is on target to more than double its sales this year. <br/><br/> As the pandemic hit, Fabrikam faced the challenge of pivoting from brick-and-mortar stores to online sales, and thatΓÇÖs where their influencer marketing strategy came into play. Instead of relying on in-store events and promotions, Fabrikam turned to social media and influencer partnerships to build brand awareness and reach a wider audience. The company also approached innovation from a genuine angle, balancing traditional consumption drivers with better-for-you offerings and having a holistic, robust distribution strategy.<br/><br/>In summary, Fabrikam has raised over $55 million in funding and has a strong influencer marketing strategy that has helped them pivot to online sales during the pandemic. | --In this example, only the two search queries are sent to the Bing Search API. After the user enters their prompt, the chat experience will display any queries being generated and sent to Bing. The user's prompts and Copilot's responses are stored within Microsoft 365. Search queries sent to the Bing Search API by Copilot for Microsoft 365 are disassociated from the user ID and tenant ID. --The Bing Search API is provided by Bing.com, which 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://privacy.microsoft.com/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) doesnΓÇÖt apply to the use of web content plugin or the Bing Search API. --### Controls available to manage the use of web content --Admins can block access to web content in Copilot for Microsoft 365. For more information, see [Manage access to web content in Microsoft Copilot for Microsoft 365 responses](/microsoft-365-copilot/manage-public-web-access). Even when allowed by the admin, users still have the option whether or not they want to use the web plugin. For more information, see [Use additional data sources with Microsoft 365 Copilot](https://support.microsoft.com/topic/b41e679a-ee19-4a8d-ab5c-ebd00ff46d71). --> [!NOTE] -> The policy settings that control the use of optional connected experiences in Microsoft 365 Apps donΓÇÖt apply to Microsoft Copilot for Microsoft 365 and web content. - ## Extensibility of Microsoft Copilot for Microsoft 365 While Microsoft Copilot for Microsoft 365 is already able to use the apps and data within the Microsoft 365 ecosystem, many organizations still depend on various external tools and services for work management and collaboration. Microsoft Copilot for Microsoft 365 experiences can reference third-party tools and services when responding to a userΓÇÖs request by using [Microsoft Graph connectors](/graph/connecting-external-content-connectors-overview) or plugins. Data from Graph connectors can be returned in Microsoft Copilot for Microsoft 365 responses if the user has permission to access that information. |
admin | Customize The App Launcher | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/customize-the-app-launcher.md | f1.keywords: Previously updated : 02/18/2020 Last updated : 06/20/2024 audience: Admin +- must-keep - AdminSurgePortfolio - okr_smb You can add your own custom tiles to Apps that point to SharePoint sites, extern ## Add a custom tile for Apps -1. Sign in to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">Microsoft 365 admin center</a>. +1. Sign in to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">Microsoft 365 admin center</a>. -1. Go to **Settings** > **Org settings**, and choose the **Organization profile** tab. +1. Go to **Settings** > **Org settings**, and choose the **Organization profile** tab. -1. Choose **Custom tiles for Apps** > **Add a custom tile**. +1. Choose **Custom tiles for Apps** > **Add a custom tile**. -1. Enter a tile name for the new tile. The name appears in the tile. +1. Enter a tile name for the new tile. The name appears in the tile. 1. Enter a URL of website for the tile. This is the location where you want your users to go when they select the tile on the app launcher. Use HTTPS in the URL. You can add your own custom tiles to Apps that point to SharePoint sites, extern 1. Enter a URL of the image for the tile. The image appears on the My apps page and app launcher. > [!TIP]- > The image should be 60x60 pixels and be available to everyone in your organization without requiring authentication. + > The image should be 60x60 pixels and be available to everyone in your organization without requiring authentication. 1. Enter a description for the tile. You see this when you select the tile on the My apps page and select **App details**. -1. Select **Save changes** to create the custom tile. +1. Select **Save** to create the custom tile. -Your custom tile will appear within the next 24 hours in the app launcher on the **All** tab for you and your users. +Your custom tile will appear within the next 24 hours in the app launcher on the **All** tab for you and your users. -Your custom tile will appear within the next 24 hours in Microsoft 365 Apps for you and your users. +Your custom tile will appear within the next 24 hours in Microsoft 365 Apps for you and your users. > [!NOTE]-> If you don't see the custom tile created in the previous steps, make sure you have an Exchange Online mailbox assigned to you and you've signed into your mailbox at least once. These steps are required for custom tiles in Microsoft 365. +> If you don't see the custom tile created in the previous steps, make sure you have an Exchange Online mailbox assigned to you and you've signed into your mailbox at least once. These steps are required for custom tiles in Microsoft 365. ## Edit or delete a custom tile -1. In the admin center, go to the **Settings** > **Org Settings** > **Organization profile** tab. +1. In the admin center, go to the **Settings** > **Org Settings** > **Organization profile** tab. -1. On the Organization profile page, go to **Custom tiles for Apps**, select the three dots next to your Custom tile, and select **Edit custom tile**. +1. On the Organization profile page, go to **Custom tiles for Apps**, select the three dots next to your custom tile, and select **Edit custom tile**. -1. Update the **Tile name**, **URL**, **Description**, or **Image URL** for the custom tile (For steps, see [Add a custom tile to Apps](#add-a-custom-tile-for-apps)). +1. Update the **Tile name**, **URL**, **Description**, or **Image URL** for the custom tile (For steps, see [Add a custom tile to Apps](#add-a-custom-tile-for-apps)). -1. Select **Update** > **Close**. +1. Select **Save**. -To delete a custom tile, from the Custom tiles window, select the tile, and select **Remove tile** > **Delete**. +To delete a custom tile, from the Custom tiles window, select the three dots next to your custom tile, and select **Delete custom tile**. Then select **Delete**. ## Next steps |
admin | Room And Equipment Mailboxes | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/room-and-equipment-mailboxes.md | f1.keywords: Previously updated : 06/09/2023 Last updated : 06/19/2024 audience: Admin +- must-keep - Lean - MSStore_Link To use room or equipment mailboxes, open Outlook from your computer or sign in t 1. Open **Outlook** on your computer. -2. On the **Home** tab, choose **New event**. +2. On the **Home** tab, choose **New items**, and then select **Meeting** from the drop-down list. ![To schedule a meeting, on the Home tab, in the New group, choose New Items, and then Meeting.](../../media/ffd575a8-1036-4d67-b839-73941fc60276.png) Or, from your Calendar, just select **New Meeting**.- -3. In the To field, type the name of the conference room or equipment you want to reserve, in addition to any attendees you'd like to invite. - Or, select **To** then double-click the conference room or equipment from the list. Then select **OK**. +3. In the **Required** field, type the name of the conference room or equipment you want to reserve, in addition to any attendees you'd like to invite. ++ Or, select **Required**, then double-click the conference room or equipment from the list. Then select **OK**. ![Reserve room mailbox in Outlook.](../../media/4588c806-9fb9-46c9-b2d8-34caa943e28e.png) -4. In the **Subject** line, type the purpose of the reservation or meeting. - -5. Change the **Location** value or leave as is. - -6. Change the **Start time** and **End time**. Or, select **All day event**. To make the meeting or reservation repeat, select **Recurrence** at the top. - +4. In the **Title** line, type the purpose of the reservation or meeting. ++5. Change the **Location** value or leave as is. ++6. Change the **Start time** and **End time**. Or, select **All day**. To make the meeting or reservation repeat, select **Recurrence** at the top. + ![Reserve meeting time.](../../media/4b72a0a6-4da2-449e-909e-85ea79f78e2c.png) 7. Type a message describing the purpose and attach any files if needed.- -8. To allow others to join online or call in to the meeting, select **Teams Meeting**. - -9. To make sure the room, equipment, and people you've invited are available, select **Scheduling Assistant** at the top. Then select an available time in the calendar. ++8. To allow others to join online or call in to the meeting, select **Teams Meeting** at the top. ++9. To make sure the room, equipment, and people you've invited are available, select **Scheduling Assistant** from the menu bar. Then select an available time in the calendar. ![Check if room equipment available.](../../media/eb0097c6-4263-4b63-bfca-f7c03ad99b4f.png) > [!TIP]- > In the scheduling calendar, blue means the room or equipment is reserved, or busy. Select the white, or free, area on the calendar. + > In the scheduling calendar, blue means the room or equipment is reserved, or busy. Select the white, or free, area on the calendar. 10. When finished, select **Send**.- + ## Set up room and equipment mailboxes To set up a room or equipment mailbox, go to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">Microsoft 365 admin center</a>. (You'll need to have admin permission to do this.) Create the mailbox and let everyone know they can start reserving it for meetings and events. To set up a room or equipment mailbox, go to the <a href="https://go.microsoft.c 1. In the admin center, go to the **Resources** \> [Rooms & equipment](https://go.microsoft.com/fwlink/p/?linkid=2067334) page. 2. Select **+ Add resource**.- + 3. Fill out the room or equipment fields: ![Add a room mailbox in Microsoft 365.](../../media/114d49e3-976e-40ef-b0af-2b0f5c85f15e.png) - **Room** or **Equipment**: the type of mailbox you'd like to create.- + - **Name**: a friendly name or even short description.- + - **Email**: the email alias of the room or equipment. This is necessary to send a meeting request to the room or equipment.- + - **Capacity**: the number of people who can fit in the room or use the equipment at the same time.- + - **Location**: the room number or location of the room in a building or region.- + - **Phone number**: the number of the room itself. This is different from the meeting phone number generated when using Microsoft Teams.- + 4. Select **Save**. > [!Note] To set up a room or equipment mailbox, go to the <a href="https://go.microsoft.c ### How can you tell when the room or equipment is available? -Open Outlook and create a new meeting. Add the room or equipment to the meeting as if it were a person and select **Scheduling Assistant** to see a live calendar view of the room or equipment's availability. If the hour slot is clear, it's available; if it's blue, it's reserved. +Open Outlook and create a new meeting. Add the room or equipment to the meeting as if it were a person and select **Scheduling Assistant** to see a live calendar view of the room or equipment's availability. If the hour slot is clear, it's available; if it's blue, it's reserved. ### How do you cancel a room or equipment request? Open the meeting you scheduled in Outlook and then remove the room or equipment ### Does someone have to accept or decline every room or equipment request? -No, you don't need someone to accept or decline requests. You can decide whether you want to let the room or equipment be automatically booked or managed by someone in your company. +No, you don't need someone to accept or decline requests. You can decide whether you want to let the room or equipment be automatically booked or managed by someone in your company. ### Does a room mailbox or equipment mailbox need a product license? |
admin | Create Signatures And Disclaimers | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/create-signatures-and-disclaimers.md | f1.keywords: Previously updated : 06/09/2023 Last updated : 06/19/2024 audience: Admin +- must-keep - VSBFY23 - TRN_M365B Check out [Microsoft 365 small business help](https://go.microsoft.com/fwlink/?l Check out this video and others on our [YouTube channel](https://go.microsoft.com/fwlink/?linkid=2198031). -> [!VIDEO https://www.microsoft.com/videoplayer/embed/RE1IEWf] +> [!VIDEO https://www.microsoft.com/videoplayer/embed/RE1IEWf] 1. In the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">Microsoft 365 admin center</a>, select **Exchange**. 1. Select **Mail flow**. 1. Select **Rules**. 1. Select **Add a rule +**, and then select **Apply disclaimers**.-1. On the **New rule** page, complete the steps. +1. On the **New rule** page, complete the steps. If you found this video helpful, check out the [complete training series for small businesses and those new to Microsoft 365](../../business-video/index.yml). > [!TIP] > Organization-wide signatures are called "disclaimers," regardless of what they include. For example, they can just be a signature, or also include your address, legal disclaimer, or other information you want.- + ::: moniker range="o365-worldwide" Go to the admin center at <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">https://admin.cloud.microsoft</a>. Go to the admin center at <a href="https://go.microsoft.com/fwlink/p/?linkid=850 1. Under **Apply this rule**, select **[Apply to all messages]**. -1. Under Do the following, leave **Append the disclaimer** selected. +1. Under Do the following, leave **Append a disclaimer** selected. -1. Select **Enter text**, type your disclaimer, and then select **Save**. +1. Select **Enter text**, type your disclaimer, and then select **Save**. 1. Select **Select one**, choose **Wrap** as a fallback option, and then select **Save**. This means that if the disclaimer can't be added because of encryption or another mail setting, it will be wrapped in a message envelope. -1. Under **Except if**, choose whether you want exceptions for sender, recipient, attachment and more and follow those steps. +1. Under **Except if**, choose whether you want exceptions for sender, recipient, attachment and more and follow those steps. -1. Choose **Next**. +1. Choose **Next**. -1. Under **Rule mode**, choose **Enforce** to turn on the disclaimer immediately, otherwise, choose **Test with Policy Tips** or **Test without Policy Tips**. +1. Under **Rule mode**, choose **Enforce** to turn on the disclaimer immediately, otherwise, choose **Test with Policy Tips** or **Test without Policy Tips**. -1. Choose a Severity level. +1. Choose a Severity level. -1. Choose **Activate this rule on** and specify a date. +1. Choose **Activate this rule on** and specify a date. -1. Choose **Deactivate this rule on** and specify a date. +1. Choose **Deactivate this rule on** and specify a date. -1. Choose **Stop processing more rules** if you only want this signature rule to run. +1. Choose **Stop processing more rules** if you only want this signature rule to run. -1. Choose **Defer the message** if rule processing doesnΓÇÖt complete if you want this experience. +1. Choose **Defer the message if rule processing doesnΓÇÖt complete** if you want this experience. 1. Select ***Header** under the **Match sender address in message** drop-down and then select **Next** and **Finish**.- ++1. Once the new rule has been processed, select **Done**. + ## Limitations of organization wide signatures You can't do the following when managing email signatures in Microsoft 365: - Insert the signature directly under the latest email reply or forward- + - Display server-side email signatures in users' Sent Items folders- + - Embed images in email signatures- + - Skip lines which contain variables that couldn't be updated (e.g. because the value wasn't provided for a user)- -To gain these and other capabilities to manage email signatures, use a third-party tool. Please do an internet search for **email signature software**. A number of these providers are Microsoft Gold Partners and their software provides these capabilities. ++To gain these and other capabilities to manage email signatures, use a third-party tool. Please do an internet search for **email signature software**. A number of these providers are Microsoft Gold Partners and their software provides these capabilities. ## More resources |
commerce | Manage Payment Methods | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/manage-payment-methods.md | If you have an MOSA billing account type, you can replace the payment method for 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://www.microsoft.com/videoplayer/embed/RE3AVxy] ++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). |
commerce | Buy Licenses | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/licenses/buy-licenses.md | Last updated 02/22/2024 # Buy or remove licenses for a Microsoft business subscription -Check out [Microsoft 365 small business help](https://go.microsoft.com/fwlink/?linkid=2197659) on YouTube. --As an admin, you can add or remove licenses for your business subscriptions in the Microsoft 365 admin center. +As an admin, you can buy or remove licenses for your business subscriptions in the Microsoft 365 admin center. ## Before you begin As an admin, you can add or remove licenses for your business subscriptions in t If you have an MCA billing account type, you can buy more licenses for your subscription at any time. However, you can only remove licenses from your subscription if itΓÇÖs within seven days of buying or renewing your subscription. For more information, see [Remove licenses from your subscription](#remove-licenses-from-your-subscription). +### Watch: Buy new licenses ++Check out this video and others on our [YouTube channel](https://go.microsoft.com/fwlink/p/?linkid=2198206). ++> [!VIDEO https://www.microsoft.com/videoplayer/embed/RE4KWvE] ++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. + ### Buy more licenses for your subscription If you buy licenses in the middle of your billing period, you have seven days from when you buy them to reduce the number of licenses you bought. If you buy licenses in the middle of your billing period, you have seven days fr 5. To change the number of licenses, under **New quantity** in the **Total licenses** box, enter the total number of licenses that you want for this subscription. For example, if you have 100 licenses and you want to add five more, enter 105. 6. Select **Save**. +### Watch: Remove existing licenses ++Check out this video and others on our [YouTube channel](https://go.microsoft.com/fwlink/p/?linkid=2276120). ++> [!VIDEO https://www.microsoft.com/videoplayer/embed/RE4L53r] ++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. + ### Remove licenses from your subscription You can only remove licenses from your subscription during a limited time window after you buy or renew your subscription, or if you recently bought more licenses. If the window is closed, the subscription details page lists the date when your plan changes take effect. |
commerce | Manage Partners | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/manage-partners.md | Last updated 06/03/2024 You can work with Microsoft-certified solution providers (partners) to buy and manage products and services for your organization or school. There are a few steps involved in getting things set up. -1. Admins find and contact a partner using the form at <a href="https://www.microsoft.com/solution-providers/home" target="_blank">https://www.microsoft.com/solution-providers/home</a>. +1. Admins find and contact a partner at <a href="https://appsource.microsoft.com/marketplace/partner-dir" target="_blank">https://appsource.microsoft.com/marketplace/partner-dir</a>. 2. Partners send an email request to customers to establish a partner relationship. 3. Customers accept the invitation in Microsoft 365 admin center and start working with the partner. |
commerce | Try Or Buy Microsoft 365 | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/try-or-buy-microsoft-365.md | International credit cards aren't accepted. You can pay for your subscription by - Invoice - Online payment using Alipay or China UnionPay -Proof of payment is provided in the form of Fapiaos. You can submit your Fapiao request to our [Fapiao system](https://go.microsoft.com/fwlink/p/?LinkId=395314) about three (3) days after you have paid. +Proof of payment is provided in the form of Fapiaos. You can submit your Fapiao request to our [Fapiao system](https://go.microsoft.com/fwlink/p/?LinkId=395314) about three (3) days after you pay. ::: moniker-end Do you need more time to try out the features of Microsoft 365 for business befo 3. In the **Extend your trial's end date** pane, review the extension information, and, if necessary, select a payment method. 4. Select **Extend trial**. -**If you have a MOSA billing account type:** +**If you have an MOSA billing account type:** 1. Go to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">Microsoft 365 admin center</a>. - If you're using the **Simplified view**, select **Billing**, then select your trial subscription. If you want to buy your subscription before your trial is over, use the followin 2. On the subscription details page, select **Start a paid subscription now**. 3. In the **Start a paid subscription now** pane, enter the number of licenses that you want, select a subscription length and billing frequency, then select **Change plan**. -**If you have a MOSA billing account type:** +**If you have an MOSA billing account type:** 1. Go to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">admin center</a>. - If you're using the **Simplified view**, select **Billing**, then select your trial subscription. When you add a subscription through the <a href="https://go.microsoft.com/fwlink 8. If necessary, change the number of licenses that you want to buy when the trial ends. 9. When you're ready, select **Place order**. -**If you have a MOSA billing account type:** +**If you have an MOSA billing account type:** 1. Go to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">admin center</a>. - If you're using the **Simplified view**, select **Billing**, then select **Add more products**. If you want to move all of your users to a different subscription, see [Upgrade **If you have an MCA billing account type:** +Check out this video and others on our [YouTube channel](https://go.microsoft.com/fwlink/?linkid=2198013). ++> [!VIDEO https://www.microsoft.com/videoplayer/embed/RE1SBE2?autoplay=false] ++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. + 1. Go to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">admin center</a>. - If you're using the **Simplified view**, select **Billing**, then select **Add more products**. - If you're using the **Dashboard view**, go to the **Billing** > <a href="https://go.microsoft.com/fwlink/p/?linkid=868433" target="_blank">Purchase services</a> page. If you want to move all of your users to a different subscription, see [Upgrade 5. The **Product name** section lists the cost, subscription term, number of licenses, and renewal date for the subscription. To match the renewal date with another subscription paid by the billing profile, select **Select a different renewal date**. 6. Select **Place order**. -**If you have a MOSA billing account type:** --Check out this video and others on our [YouTube channel](https://go.microsoft.com/fwlink/?linkid=2198013). --> [!VIDEO https://www.microsoft.com/videoplayer/embed/RE1SBE2?autoplay=false] +**If you have an MOSA billing account type:** 1. Go to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">admin center</a>. - If you're using the **Simplified view**, select **Billing**, then select **Add more products**. |
enterprise | Use The Centralized Deployment Powershell Cmdlets To Manage Add Ins | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/use-the-centralized-deployment-powershell-cmdlets-to-manage-add-ins.md | description: "Use the Centralized Deployment PowerShell cmdlets to help you depl # Use the Centralized Deployment PowerShell cmdlets to manage add-ins -As a Microsoft 365 global admin, you can deploy Office Add-ins to users via the Centralized Deployment feature (see [Deploy Office Add-ins in the admin center](../admin/manage/manage-deployment-of-add-ins.md)). In addition to deploying Office Add-ins via the Microsoft 365 admin center, you can also use Microsoft PowerShell. Install the [O365 Centralized Add-In Deployment Module for Windows PowerShell](https://www.powershellgallery.com/packages/O365CentralizedAddInDeployment). +As a Microsoft 365 user admin, you can deploy Office Add-ins to users via the Centralized Deployment feature (see [Deploy Office Add-ins in the admin center](../admin/manage/manage-deployment-of-add-ins.md)). In addition to deploying Office Add-ins via the Microsoft 365 admin center, you can also use Microsoft PowerShell. Install the [O365 Centralized Add-In Deployment Module for Windows PowerShell](https://www.powershellgallery.com/packages/O365CentralizedAddInDeployment). After you download the module, open a regular Windows PowerShell window and run the following cmdlet: Before you can use the Centralized Deployment cmdlets, you need to sign in. 1. Start PowerShell. -2. Connect to PowerShell by using your company admin credentials. Run the following cmdlet. +2. Connect to PowerShell by using your **User Admin** credentials. Run the following cmdlet. ```powershell Connect-OrganizationAddInService ``` -3. In the sign in prompt that opens, select or enter your Microsoft 365 **User Admin** or **Global admin** credentials. +3. In the sign in prompt that opens, select or enter your Microsoft 365 **User Admin** credentials. > [!NOTE] > For more information about using PowerShell, see [Connect to Microsoft 365 with PowerShell](./connect-to-microsoft-365-powershell.md). |
solutions | Limit Invitations From Specific Organization | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/solutions/limit-invitations-from-specific-organization.md | If you collaborate with another organization and want to limit who can be invite The easiest way to specify who can be invited to another organization is to use a security group. You can use a security group with a defined membership or a dynamic security group. You can use an existing security group or create a new one for this purpose. To create a security group-1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) using a Global Administrator or Security Administrator account. +1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) using a Security Administrator account. 1. Expand **Groups** and then select **All groups**. 1. Select **New group**. 1. Choose **Security** for the **Group type**. |
solutions | Limit Organizations Where Users Have Guest Accounts | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/solutions/limit-organizations-where-users-have-guest-accounts.md | If you only want your users to participate as guests with specific organizations Because participating as guests is enabled by default, limiting guest participation to certain organizations requires blocking outbound B2B collaboration by default. To block outbound B2B collaboration by default-1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) using a Global Administrator or Security Administrator account. +1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) using a Security Administrator account. 1. Expand **External Identities**, and then select **Cross-tenant access settings**. 1. Select the **Default settings** tab. 1. Under **Outbound access settings**, select **Edit outbound defaults**. |
solutions | Limit Who Can Invite Guests | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/solutions/limit-who-can-invite-guests.md | Title: "Limit who can invite guests" Previously updated : 12/11/2023 Last updated : 06/19/2024 audience: ITPro If your business processes require that you limit who can invite guests, or if y The first step is to create a security group for the users who will be allowed to invite guests. Be sure to configure this group to allow a Microsoft Entra role, and then assign it the Guest inviter role. To create a security group for guest inviters-1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) using a Global Administrator or Security Administrator account. +1. Sign in to the [Microsoft Entra admin center](https://entra.microsoft.com) using a Security Administrator account. + 1. Expand **Groups** and then select **All groups**. 1. Select **New group**. 1. Choose **Security** for the **Group type**. |
solutions | Microsoft 365 Groups Expiration Policy | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/solutions/microsoft-365-groups-expiration-policy.md | It's important to know that expiration is turned off by default. Administrators |Office 365 global admin (in Azure, the Company administrator), User administrator|Create, read, update, or delete the Microsoft 365 groups expiration policy settings.| |User|Renew or [restore](/azure/active-directory/users-groups-roles/groups-restore-deleted) a Microsoft 365 group that they own| +> [!IMPORTANT] +> Microsoft recommends that you use roles with the fewest permissions. This helps improve security for your organization. Global Administrator is a highly privileged role that should be limited to emergency scenarios when you can't use an existing role. + ## How to set the expiration policy As noted above, expiry is turned off by default. An administrator will have to enable the expiration policy and set the properties for it to take effect. To enable it, go to **Microsoft Entra ID** > **Groups** > **Expiration**. Here you can set the default group lifetime. |