| Category | Microsoft Docs article | Related commit history on GitHub | Change details |
|---|---|---|---|
| microsoft-365-copilot-requirements | Microsoft 365 Copilot Requirements | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/copilot/microsoft-365-copilot-requirements.md | |
| provide-feedback | Provide Feedback | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/copilot/provide-feedback.md | |
| admin | Microsoft 365 Copilot Organizational Messages | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/activity-reports/microsoft-365-copilot-organizational-messages.md | |
| admin | Microsoft 365 Copilot Usage | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage.md | description: "Learn how to get the Microsoft 365 Copilot usage report and gain i The Microsoft 365 Usage dashboard shows you the activity overview across the Microsoft 365 productivity apps in your organization. It enables you to drill into individual product-level reports to give you more granular insight about the activities within each app. To view all reports, check out the [Reports overview article](activity-reports.md). -The Copilot for Microsoft 365 report, which is in continuous enhancement, includes a Readiness section and Usage section. In the Readiness section, you can view which users are technically eligible for Copilot, assign licenses, and monitor usage of Microsoft 365 productivity apps that Copilot integrates best with. Within the Usage section, you can view a summary of how users’ adoption, retention, and engagement are with Copilot for Microsoft 365, and the activity of every Copilot user in your organization. The report becomes available within 72 hours, and once available, the usage data shown on the report can have up to a maximum of 72 hours latency. +The Copilot for Microsoft 365 report, which is in continuous enhancement, includes a Readiness section and Usage section. In the Readiness section, you can view which users are technically eligible for Copilot, assign licenses, and monitor usage of apps in Microsoft 365 that Copilot integrates best with. Within the Usage section, you can view a summary of how users’ adoption, retention, and engagement are with Copilot for Microsoft 365, and the activity of every Copilot user in your organization. The report becomes available within 72 hours, and once available, the usage data shown on the report can have up to a maximum of 72 hours latency. ## How do I get to the Copilot for Microsoft 365 report? |
| admin | About Exchange Online Admin Role | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/add-users/about-exchange-online-admin-role.md | f1.keywords: Previously updated : 02/18/2020 Last updated : 06/03/2024 audience: Admin +- must-keep - AdminSurgePortfolio - admindeeplinkEXCHANGE description: "Exchange administrators manage your organization's email and mailb To help you administer Microsoft 365, you can [assign](assign-admin-roles.md) users permissions to manage your organization's email and mailboxes from the <a href="https://go.microsoft.com/fwlink/p/?linkid=2059104" target="_blank">Exchange admin center</a>. You do this by assigning them to the Exchange Administrator role. --Here are some of the key tasks users can do when they are assigned to the Exchange Administrator role: +Here are some of the key tasks users can do when they're assigned to the Exchange Administrator role: - [Recover deleted items in a user mailbox - Admin Help](/Exchange/recipients-in-exchange-online/manage-user-mailboxes/recover-deleted-messages) Here are some of the key tasks users can do when they are assigned to the Exchan - Set up mailbox features such as the mailbox sharing policy: how users can share calendar and contacts information with others outside of your organization. -- Set up "[Send as](give-mailbox-permissions-to-another-user.md#send-email-from-another-users-mailbox)" and "[Send on behalf](give-mailbox-permissions-to-another-user.md#send-email-on-behalf-of-another-user)" delegates for someone's mailbox. For example, an executive may want their assistant to have the ability to send mail on their behalf.+- Set up "[Send as](give-mailbox-permissions-to-another-user.md#send-email-from-another-users-mailbox)" and "[Send on behalf](give-mailbox-permissions-to-another-user.md#send-email-on-behalf-of-another-user)" delegates for someone's mailbox. For example, an executive might want their assistant to have the ability to send mail on their behalf. - [Create a shared mailbox](../email/create-a-shared-mailbox.md) so a group of people can monitor and send email from a common email address. If you have a large organization, the Exchange admin might want to assign users - [About Microsoft 365 admin roles](about-admin-roles.md) -- [About the SharePoint Online admin role](/sharepoint/sharepoint-admin-role)+- [About the SharePoint admin role](/sharepoint/sharepoint-admin-role) - [About the Skype for Business admin role](/skypeforbusiness/skype-for-business-online) |
| admin | Add New Employee | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/add-users/add-new-employee.md | f1.keywords: Previously updated : 02/18/2020 Last updated : 06/03/2024 audience: Admin +- must-keep - MSStore_Link - AdminSurgePortfolio This article helps you onboard a new employee to Microsoft 365 for business. We You're in the right place if your new employee needs Microsoft 365, and you're using a [Microsoft 365 plan]( https://www.microsoft.com/microsoft-365/buy/compare-all-microsoft-365-products?rtc=1) that lets you install apps in Microsoft 365, like Word and Excel, on a computer. - **Not an admin?** [Learn your way around Microsoft 365](https://support.microsoft.com/office/396b8d9e-e118-42d0-8a0d-87d1f2f055fb) helps business and home users with setup. + **Not an admin?** [Learn your way around Microsoft 365](https://support.microsoft.com/office/396b8d9e-e118-42d0-8a0d-87d1f2f055fb) helps business and home users with setup. **No Microsoft 365 productivity apps in your plan?** Follow these steps, but skip the sections for installing apps. Instead, use the [Get started at Microsoft365.com](https://support.microsoft.com/office/91a4ec74-67fe-4a84-a268-f6bdf3da1804). -Here's a quick overview: +Here's a quick overview: |**Step**|**Why do this?**| |:--|:--| Here's a quick overview: |[Step 2: Give the employee their user ID and password](#step-2-give-the-employee-their-user-id-and-password) <br/> |When you create an account, you get an ID and password that you can pass to your employee so they can sign in. <br/> | |[Step 3: Explain where to sign in](#step-3-explain-where-to-sign-in) <br/> |The sign in location is [https://www.office.com](https://www.office.com) <br/> | |[Step 4: Help your employee get started](#step-4-help-your-employee-get-started) <br/> |Let your employee know how to use OneDrive or any team sites in your organization. <br/> |- -## Step 1: Create a Microsoft 365 account for the employee +## Step 1: Create a Microsoft 365 account for the employee -For instructions, see [Add users and assign licenses at the same time](add-users.md). When you set up your new employee, you can choose to send log-in details to the employee's personal account. This way, they receive an email from Microsoft Online Service Team that tells them how to log in to Microsoft 365. +For instructions, see [Add users and assign licenses at the same time](add-users.md). When you set up your new employee, you can choose to send sign-in details to the employee's personal account. This way, they receive an email from Microsoft Online Service Team that tells them how to sign in to Microsoft 365. ## Step 2: Give the employee their user ID and password - Unless you sent it to their personal email address, print the employee's sign in name and password, and hand it to them. Or tell them the information over the phone. -Because they will not yet have access to their email, don't send the information to that email address. +Because they won't yet have access to their email, don't send the information to that email address. -## Step 3: Explain where to sign in -+## Step 3: Explain where to sign in Just like Facebook, Amazon, or Gmail, your employee signs in to use Microsoft 365. Give them the following sign in information: - Sign in at [https://www.office.com](https://www.office.com).- + - Select **Sign in**, then type the user ID and password.- -## Step 4: Help your employee get started +## Step 4: Help your employee get started -Share with them the [Employee quick setup for Microsoft 365](https://support.microsoft.com/office/7f34c318-e772-46a5-8c0a-ab86661542d1) to sign in, install software, set up email, and more. +Share with them the [Employee quick setup for Microsoft 365](https://support.microsoft.com/office/7f34c318-e772-46a5-8c0a-ab86661542d1) to sign in, install software, set up email, and more. And here's a quick reference to help get them started: |
| admin | Ai Assistance | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/adoption/ai-assistance.md | |
| admin | Content Collaboration | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/adoption/content-collaboration.md | We also provide you with information that helps you gain visibility into how you :::image type="content" source="../../media/sharepointonedrivefiles.jpg" alt-text="Chart that shows number of people who create files in OneDrive or SharePoint."::: -1. **Header:** Highlights the percentage of people active on Microsoft 365 productivity apps who create files on OneDrive or SharePoint. +1. **Header:** Highlights the percentage of people active on apps in Microsoft 365 who create files on OneDrive or SharePoint. 2. **Body:** Provides information about the value of content creation in OneDrive and SharePoint.-3. **Visualization:** The breakdown in the visualization represents the extent to which people who are using Microsoft 365 productivity apps to create files in OneDrive and SharePoint, as follows: - - **OneDrive:** The blue (colored) portion of the bar and the fraction on the bar represent the percentage of people active on Microsoft 365 productivity apps creating content on OneDrive as follows: +3. **Visualization:** The breakdown in the visualization represents the extent to which people who are using apps in Microsoft 365 to create files in OneDrive and SharePoint, as follows: + - **OneDrive:** The blue (colored) portion of the bar and the fraction on the bar represent the percentage of people active on apps in Microsoft 365 creating content on OneDrive as follows: - Numerator: The number of people who create, modify, upload, sync, check in, copy, or move online Microsoft 365 files in OneDrive within the last 28 days.</br> - Denominator: The number of people who have access to OneDrive or SharePoint and access office files within the last 28 days.- - **SharePoint:** The blue (colored) portion of the bar and the fraction on the bar represent the percentage of people who are active in Microsoft 365 productivity apps and create content on SharePoint as:</br> + - **SharePoint:** The blue (colored) portion of the bar and the fraction on the bar represent the percentage of people who are active in apps in Microsoft 365 and create content on SharePoint as:</br> - Numerator: The number of people who create, modify, upload, sync, check in, copy, or move online Microsoft 365 files (Microsoft Word, Excel, PowerPoint, or OneNote files) on SharePoint within the last 28 days. </br> - Denominator: The number of people who have access to OneDrive or SharePoint and have accessed Microsoft 365 files within the last 28 days. |
| admin | Mobility | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/adoption/mobility.md | We also provide you with information that helps you gain visibility into how peo - Numerator: The number of people who have used Microsoft Teams only on a mobile platform in the last 28 days - Denominator: The number of people who have used Teams at least once in the last 28 days -### Use of Microsoft 365 Apps across platforms +### Use of Microsoft 365 productivity apps across platforms :::image type="content" source="../../media/microsoft365apps-platforms.png" alt-text="Chart that shows number of people who use Microsoft 365 productivity apps on multiple or single platforms."::: |
| admin | Capabilities | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/basic-mobility-security/capabilities.md | The supported apps for the different types of mobile devices in the following ta |Product|iOS|Android| |||| |**Exchange** Exchange ActiveSync includes built-in email and third-party apps, like TouchDown, that use Exchange ActiveSync Version 14.1 or later.|Mail|Email|-|**Microsoft 365 productivity apps** and **OneDrive for Business**|Outlook </br>OneDrive </br>Word </br>Excel </br>PowerPoint|**On phones and tablets**:<br/>Outlook <br/> OneDrive <br/> Word <br/> Excel <br/> PowerPoint <br/> **On phones only:** <br/> Microsoft 365 mobile| +|**Apps in Microsoft 365** and **OneDrive for Business**|Outlook </br>OneDrive </br>Word </br>Excel </br>PowerPoint|**On phones and tablets**:<br/>Outlook <br/> OneDrive <br/> Word <br/> Excel <br/> PowerPoint <br/> **On phones only:** <br/> Microsoft 365 mobile| > [!NOTE] > |
| admin | Add In Deployment Email Alerts | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/add-in-deployment-email-alerts.md | The following sections provide more information about what the email alert would The following are some key capabilities available to users as part of the email alert sent for Excel, PowerPoint, and Word add-in deployment. -- Email provides details about the add-in such as brief description, deployment date, and supported Microsoft 365 apps and respective versions.+- Email provides details about the add-in such as brief description, deployment date, and supported apps in Microsoft 365 and respective versions. - Email provides buttons to launch the add-in in the respective Microsoft 365 apps on the web, on Windows, and on Mac platforms to help make the add-in easier to discover. **Note**: The launch buttons are currently not supported for iPad clients. :::image type="content" source="../../media/email-sample-excel-powerpoint-word-add-in.png" alt-text="Email sample for when Excel, PowerPoint, or Word add-ins are deployed."::: |
| admin | Idle Session Timeout Web Apps | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/idle-session-timeout-web-apps.md | description: "Set how long user's session will last in Microsoft 365 before they # Idle session timeout for Microsoft 365 > [!IMPORTANT]-> Idle session timeout isn't available for Microsoft 365 operated by 21Vianet or Microsoft 365 Germany. +> Idle session timeout isn't available for Microsoft 365 operated by 21Vianet. Use idle session timeout to configure a policy on how long users are inactive in your organization before they're signed out of Microsoft 365 web apps. This helps protect sensitive company data and adds another layer of security for end users who work on non-company or shared devices. When a user has been inactive in Microsoft 365 web apps for the time period you - Microsoft365.com and other start pages - - Microsoft 365 apps (Word, Excel, PowerPoint) on the web + - Microsoft 365 web apps (Word, Excel, PowerPoint) - Microsoft 365 Admin Center For idle session timeout to get triggered only on unmanaged devices, you'll need ### Are there any browsers or browser scenarios in which idle session timeout feature doesn't work? -Idle session timeout isn't supported when third party cookies are disabled in the browser. Users won't see any sign-out prompts. We recommend keeping tracking prevention setting to [Balanced (Default)](/microsoft-edge/web-platform/tracking-prevention) for Microsoft Edge, and third-party cookies enabled in your other browsers. Microsoft 365 productivity apps and services have stopped supporting Internet Explorer 11 since August 17, 2021. +Idle session timeout isn't supported when third party cookies are disabled in the browser. Users won't see any sign-out prompts. We recommend keeping tracking prevention setting to [Balanced (Default)](/microsoft-edge/web-platform/tracking-prevention) for Microsoft Edge, and third-party cookies enabled in your other browsers. Microsoft 365 web apps and services stopped supporting Internet Explorer 11 on August 17, 2021. ### How should I prepare if my organization is already using existing Outlook web app and SharePoint idle timeout policies? If you're already using existing Outlook web app and SharePoint idle timeout pol ### What happens if I'm inactive on an included Microsoft 365 web app, but active on a Microsoft web app or SaaS web app that doesn't have idle session time out turned on? -The following Microsoft 365 apps are supported. +The following Microsoft 365 web apps are supported. - Outlook Web App The following Microsoft 365 apps are supported. - Microsoft365.com and other start pages -- Microsoft 365 apps (Word, Excel, PowerPoint) on the web+- Microsoft 365 web apps (Word, Excel, PowerPoint) - Microsoft 365 admin center If you're working on a different web app with the same account, the activity in Azure portal supports a similar inactivity feature, but is supported by Azure portal only. > [!Note]-> When initially activated within the Azure portal, the timeout duration by default inherits from M365 Admin Center Idle Session Timeout Setting. However, the timeout policy for the Azure portal can be explicitly configured within the portal itself. For more information, see [Azure portal: Signing-Out + Notification](/azure/azure-portal/set-preferences#signing-out--notifications). +> When initially activated within the Azure portal, the timeout duration by default inherits from M365 admin center Idle Session Timeout Setting. However, the timeout policy for the Azure portal can be explicitly configured within the portal itself. For more information, see [Azure portal: Signing-Out + Notification](/azure/azure-portal/set-preferences#signing-out--notifications). ### I want to make changes to the idle session timeout policy or delete it. How can I do that? Delete the policy: 1. In the Microsoft 365 admin center, select **Settings** > **Org settings**, go to the **Security & Privacy** tab and select **Idle session timeout**. -2. Uncheck **Turn on to set the period of inactivity for users to be signed off of Microsoft 365 apps** and select **Save**. +2. Uncheck **Turn on to set the period of inactivity for users to be signed off of Microsoft 365 web apps** and select **Save**. |
| admin | Manage Plugins For Copilot In Integrated Apps | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/manage-plugins-for-copilot-in-integrated-apps.md | |
| admin | Add Google Domain | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/moveto-microsoft-365/add-google-domain.md | Add your Google Workspace domain to Microsoft 365 for business so you can keep u 1. Open the record type drop-down, choose **TXT**, paste the TXT value you copied then select **Add**. The update usually takes effect within a few minutes but may take up to 48 hours. -1. Return to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">admin center</a>, select **Verify**,and then **Close**. +1. Return to the <a href="https://go.microsoft.com/fwlink/p/?linkid=2024339" target="_blank">admin center</a>, select **Verify**, and then **Close**. 1. To set your domain as the primary email for your users, in the left nav, select **Users** > [**Active users**](https://go.microsoft.com/fwlink/p/?linkid=834822). 1. Choose a user, select **Manage username and email**, **Edit**, select your domain from the dropdown, then select **Done** and **Save changes**. 1. Repeat this process for each user. - When you're finished, you'll be ready to install Microsoft 365 apps and migrate your email and calendar items to Microsoft 365. + When you're finished, you'll be ready to install apps in Microsoft 365 and migrate your email and calendar items to Microsoft 365. |
| admin | Migrate Files Migration Manager | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/moveto-microsoft-365/migrate-files-migration-manager.md | f1.keywords: Previously updated : 02/03/2022 Last updated : 05/31/2024 audience: Admin +- must-keep - VSBFY23 - AdminSurgePortfolio Check out this video and others on our [YouTube channel](https://go.microsoft.co ## Before you start -All the users should have signed in to Microsoft 365 for business and set up their OneDrive for Business. To do this, go to [office.com](https://office.com), sign in with your Microsoft 365 for business credentials, and then choose OneDrive. +All the users should have signed in to Microsoft 365 for business and set up their OneDrive. To do this, go to [office.com](https://office.com), sign in with your Microsoft 365 for business credentials, and then choose OneDrive. > [!NOTE] > Currently, Migration Manager isn't available for Google on any of the Government clouds. ## Install the Microsoft 365 Migration App -Use the following steps to install the Microsoft 365 Migration app in your Google Workspace environment. +Use the following steps to install the Microsoft 365 Migration app in your Google Workspace environment. + 1. In the SharePoint Admin Center, select **Migration**.-2. On the **Migration** page, in the **Google Workspace** section, select **Get Started**. -3. On the **Migrate your Google Workspace content to Microsoft 365** page, select **Connect to Google Workspace**. -4. Select **Install and authorize**. -5. On the **Google Workspace Marketplace** page, select **Sign in** and enter your Google Workspace admin credentials. -6. Select **Domain Install**. -7. Select **Continue**. -8. Select the checkbox, then select **Allow**. -9. When the installation completes, select **Done**. -10. Return to the **Install the migration app** page, and select **Next**. -11. Select **Sign in to Google Workspace**, and then enter your Google Workspace admin credentials. -12. Select **Finish**. +1. On the **Migration** page, in the **Google Workspace** section, select **Get Started**. +1. On the **Google Drive migration** page, select **Connect to Google Workspace**. +1. On the **Install the migration app** page, select **Install and authorize**. +1. On the **Google Workspace Marketplace** page, select **Sign in** and enter your Google Workspace admin credentials. +1. Select **Admin Install**. +1. Select **Continue**. +1. Select the checkbox, then select **Finish**. +1. When the installation completes, select **Done**. +1. Return to the **Install the migration app** page, and select **Next**. +1. Select **Sign in to Google Workspace**, and then enter your Google Workspace admin credentials. +1. Select **Finish**. ## Select and scan your drives -After installing the Microsoft 365 Migration App in your Google environment, you can now select the drives you want to migrate and then scan them to make sure that they are safe to copy to Microsoft 365. +After installing the Microsoft 365 Migration App in your Google environment, you can now select the drives you want to migrate and then scan them to make sure that they're safe to copy to Microsoft 365. -1. On the **Scan** tab, select the Google drives you want to copy to Microsoft 365. +1. On the **Drives** tab, select the Google drives you want to copy to Microsoft 365. 2. Select **Scan**. When the scan completes, the drives will show a scan status of **Ready to migrate**. 3. Select **Copy to migration**. After installing the Microsoft 365 Migration App in your Google environment, you After selecting and scanning the drives you want to migrate, use the following steps to migrate them. -1. On the **Migration** tab, verify the destination paths of the drives you want to migrate. Edit them if needed. -2. Select the drives you want to migrate, then select **Migrate**. +1. On the **Drive migrations** tab, verify the destination paths of the drives you want to migrate. Edit them if needed. +2. Select the drives you want to migrate, then select **Migrate**. 3. When migration successfully completes, each drive will show a **Migration status** of **Completed**. |
| admin | Move From Google Workspace Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/moveto-microsoft-365/move-from-google-workspace-overview.md | You can use the following steps to move your data, email, and users from Google | Step |Description | ||| |Step 1 | [Sign up](../admin-overview/sign-up-for-office-365.md) for Microsoft 365 for Business |-|Step 2 | [Set up Microsoft 365 for Google Workspace migration](set-up-microsoft-365-forgoogle.md). </br> In this step you will validate you own the domain you use in Google Workspace, add users, and set up basic security for devices. | +|Step 2 | [Set up Microsoft 365 for Google Workspace migration](set-up-microsoft-365-forgoogle.md). </br> In this step you'll validate you own the domain you use in Google Workspace, add users, and set up basic security for devices. | |Step 3 | [Set up security policies for Windows devices.](../setup/secure-win-10-pcs.md)</br> Windows security is set up separately in the Setup page of Microsoft 365 admin center. |-|Step 4 | [Add your Google Workspace domain to Microsoft 365](add-google-domain.md) </br> After you verify you own the domain you are using for email, you and all the other users can start using your old email to sign in to Microsoft 365 Business premium. | -|Step 5 | [Install Office apps and Microsoft Teams](../setup/install-applications.md).</br> All the people who have Microsoft 365 licenses should install the Microsoft 365 apps on their work devices.| -|Step 6 | [Migrate everyone's email and calendar items](migrate-email.md).</br> In this step you will run an Exchange Online migration to move everyone's email, calendar, and contacts from Google Workspace. | -|Step 7 | [Connect domain to Microsoft 365](connect-domain-tom365.md). </br> After you connect the domain email will start going to Microsoft 365, and all your Microsoft 365 services will work.| +|Step 4 | [Add your Google Workspace domain to Microsoft 365](add-google-domain.md) </br> After you verify you own the domain you're using for email, you and all the other users can start using your old email to sign in to Microsoft 365 Business premium. | +|Step 5 | [Install Office apps and Microsoft Teams](../setup/install-applications.md).</br> All the people who have Microsoft 365 licenses should install the Microsoft 365 productivity apps on their work devices.| +|Step 6 | [Migrate everyone's email and calendar items](migrate-email.md).</br> In this step you'll run an Exchange Online migration to move everyone's email, calendar, and contacts from Google Workspace. | +|Step 7 | [Connect domain to Microsoft 365](connect-domain-tom365.md). </br> After you connect the domain email starts going to Microsoft 365, and all your Microsoft 365 services will work.| |Step 8|Use [Migration Manager to move everyone's data](migrate-files-migration-manager.md) from Drive to OneDrive and from shared Drives to Team sites.</br> In this step, all the data in personal and shared Drives is copied and moved to Microsoft 365.| |Step 9| [Discontinue Google Workspace](cancel-google.md) but keep your domain. </br> If Google manages your domain, you can keep it there even after you discontinue your Google Workspace subscription. You can also choose to move it to another DNS host if you want.| |
| admin | Set Up Microsoft 365 Forgoogle | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/moveto-microsoft-365/set-up-microsoft-365-forgoogle.md | To migrate email, calendar, and contacts from Google Workspace, you need to set 1. Sign in to [office.com](https://office.com), and choose **Admin**. 1. In the Microsoft 365 admin center, choose **Go to guided setup**. -1. Optionally, install Microsoft 365 apps, then select **Continue**. +1. Optionally, install Microsoft 365 productivity apps, then select **Continue**. 1. Since you are migrating from Google Workspace, choose the default domain, and select **Use this domain**. -1. Enter your userΓÇÖs names, and desired usernames, verify your email address so you can receive your userΓÇÖs passwords,then select **Add users and assign licenses**. +1. Enter your userΓÇÖs names, and desired usernames, verify your email address so you can receive your userΓÇÖs passwords, then select **Add users and assign licenses**. 1. Enter the email addresses where your users will receive their new credentials, select **Send email and continue**. 1. Then **Continue** again to connect your temporary domain. 1. Optionally choose to inform users in your organization about Teams, then select **Continue**. |
| admin | Gdpr Compliance | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/security-and-compliance/gdpr-compliance.md | Microsoft 365 for business can help you with the GDPR process in the following w - **Manage:** Controlling access to data and managing its use is an integral part of GDPR. Microsoft 365 for business protects business data based on policies you want to apply to devices. Device management is vital in an age where employees work remotely. Microsoft 365 for business includes device management features that make sure data is protected across all devices. For example, you can specify that all Windows 10 devices in your business are protected via Windows Defender. -- **Protect:** Microsoft 365 for business is designed for security. Its device management and data protection controls work across your business network, including remote devices, to help keep data secure. Microsoft 365 for business offers controls such as privacy settings in Microsoft 365 apps and encryption of documents. With Microsoft 365 for business, you can perform GDPR compliance monitoring to make sure you have the right level of protection set.+- **Protect:** Microsoft 365 for business is designed for security. Its device management and data protection controls work across your business network, including remote devices, to help keep data secure. Microsoft 365 for business offers controls such as privacy settings in Microsoft 365 productivity apps and encryption of documents. With Microsoft 365 for business, you can perform GDPR compliance monitoring to make sure you have the right level of protection set. - **Report:** The GDPR places a lot of emphasis on reporting. Even a business with a single employee, if that business processes large amounts of data, is required to document and report on their procedures. Microsoft 365 for business takes the headache out of reporting requirements for smaller organizations. |
| admin | Customize Team Site | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/customize-team-site.md | As you manage your team site, you might need to add or remove users. ## Next steps -To edit files that are stored on your team site from your tablet or phone, you must set up Microsoft 365 apps on your devices. If you don't install the Microsoft 365 apps for your tablet or phone, you'll be able to view the files but not edit them. +To edit files that are stored on your team site from your tablet or phone, you must set up apps in Microsoft 365 on your devices. If you don't install the apps for your tablet or phone, you'll be able to view the files but not edit them. - [Install and set up Microsoft 365 on an Android](https://support.microsoft.com/office/cafe9d6f-8b0c-4b03-b20a-12438a82a22d). - [Install and set up Microsoft 365 on an iPhone or iPad](https://support.microsoft.com/office/9df6d10c-7281-4671-8666-6ca8e339b628). |
| admin | Install Applications | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/install-applications.md | -description: "Now that you've set up Microsoft 365, learn how to install individual Microsoft 365 apps on your Mac, PC, or mobile devices." +description: "Now that you've set up Microsoft 365, learn how to install individual apps on your Mac, PC, or mobile devices." # Install Microsoft 365 apps Check out all of our small business content on [Small business help & learning]( Check out [Microsoft 365 small business help](https://go.microsoft.com/fwlink/?linkid=2197659) on YouTube. -Now that you've set up Microsoft 365, you can install individual Microsoft 365 apps on your Mac, PC, or mobile devices. +Now that you've set up Microsoft 365, you can install individual apps on your Mac, PC, or mobile devices. ## Watch: Install Microsoft 365 apps > [!VIDEO https://www.microsoft.com/videoplayer/embed/acce002c-0756-4b64-ac5d-2198ee96a9b1?autoplay=false] -Microsoft 365 apps can be found on your **Start** menu. If you don't see them, you can install them yourself. +Microsoft 365 productivity apps can be found on your **Start** menu. If you don't see them, you can install them yourself. 1. Go to microsoft365.com. You might need to sign in with your work account. 1. Select **Install and more**, then select **Install Microsoft 365 apps**. 1. Open the file that is downloaded to your **Downloads** folder. 1. On the **Do you want to allow this app to make changes to your device** page, select **Yes** to begin installation.-1. The Microsoft 365 apps are installed. The process may take several minutes. When it completes, select **Close**. +1. The Microsoft 365 productivity apps are installed. The process may take several minutes. When it completes, select **Close**. ## Next steps |
| admin | Plan Your Setup | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/plan-your-setup.md | When signing up for Microsoft 365 Business Standard, Microsoft 365 Business Basi The table below outlines each choice. -| |**Option 1** ΓÇô Sign in with Outlook, Hotmail, Yahoo, Gmail or other email account |**Option 2** ΓÇô Add a business domain and create a new business email account | +| | Option 1 ΓÇô Sign in with Outlook, Hotmail, Yahoo, Gmail or other email account | Option 2 ΓÇô Add a business domain and create a new business email account | |||| |Available apps and services|Use Word for the web, Excel for the web, PowerPoint for the web, Teams for the web and Access for the web. OneDrive and SharePoint desktop app are included. This set of apps is best for very small businesses who don't need branded email immediately, or who already use branded email from a different provider and do not intend to switch to use Microsoft Exchange. You'll use Outlook with your existing email account (be it outlook.com, Hotmail, Yahoo, Gmail or other).|Use Word for the web, Excel for the web, PowerPoint for the web, Teams for the web and Access for the web. OneDrive and SharePoint desktop app are included. Microsoft 365 Business Basic with Option 2 also lets you access a wide range of additional |Required knowledge|Let's you get started without technical know-how.|Requires you to buy a domain, or to own a domain. You may need technical knowledge to prove ownership of the domain.| When you're ready to run the setup wizard and move your domain to Microsoft 365, ## What happens when you run the Microsoft 365 setup wizard -The setup wizard walks you through installing the Microsoft 365 apps on your computer, adding and verifying your domain, adding users and assigning licenses to them, and connecting your domain. +The setup wizard walks you through installing the apps in Microsoft 365 on your computer, adding and verifying your domain, adding users and assigning licenses to them, and connecting your domain. > [!NOTE] > If you need to [Assign admin roles in Microsoft 365 for business](../add-users/assign-admin-roles.md) to the users you add in the wizard, you can do that later on the **Users** page. There are a couple of scenarios that include either migrating data or users from - **Do you want to move to Microsoft 365 gradually?** If you want to move to Microsoft 365 in stages, then skip running the Microsoft 365 setup wizard and consider adopting Microsoft 365 features in the following order: - 1. [Add your employees to Microsoft 365](../add-users/add-users.md) so they can download and install the Microsoft 365 apps. + 1. [Add your employees to Microsoft 365](../add-users/add-users.md) so they can download and install the apps. - 2. [Download and install the Microsoft 365 apps](https://support.microsoft.com/office/4414eaaf-0478-48be-9c42-23adc4716658) to use Word, Excel, and PowerPoint on your computer and devices. + 2. [Download and install the Microsoft 365 productivity apps](https://support.microsoft.com/office/4414eaaf-0478-48be-9c42-23adc4716658) to use Word, Excel, and PowerPoint on your computer and devices. 3. [Set up Microsoft Teams](#plan-for-teams) to use for your meetings. There are a couple of scenarios that include either migrating data or users from ## Check that your devices meet system requirements -Each person in your organization can install the Microsoft 365 apps (Word, Excel, PowerPoint, and so on) on up to five PCs and Macs. See the operating system and computer requirements for installing [Microsoft 365](https://go.microsoft.com/fwlink/?LinkId=534827) for business. +Each person in your organization can install the Microsoft 365 productivity apps (Word, Excel, PowerPoint, and so on) on up to five PCs and Macs. See the operating system and computer requirements for installing [Microsoft 365](https://go.microsoft.com/fwlink/?LinkId=534827) for business. Mobile apps can be installed on iOS, Android, and Windows devices. You can find information on mobile device and browser support in [System requirements for Microsoft 365](https://go.microsoft.com/fwlink/?LinkId=534827). If you're going to use Microsoft 365 for your email: If you're going to use Microsoft 365 for your email account, you can bring your existing email, contacts, and calendar with you. The **Setup** page helps you move your existing email and contacts for most scenarios. We also have step-by-step guides to move one or many mailboxes. -|**How many mailboxes?**|**Recommendation**| +| How many mailboxes? | Recommendation | |:--|:--| |Just a few <br/> |If you don't want to use the **Setup** page to migrate the mailboxes, you can let mailbox owners migrate their own email and contacts. See [Migrate email and contacts to Microsoft 365 for business](migrate-email-and-contacts-admin.md). <br/> | |Several <br/> |If you're migrating from Gmail, see [Migrate G Suite mailboxes to Microsoft 365](/Exchange/mailbox-migration/migrating-imap-mailboxes/migrate-g-suite-mailboxes). <br/> If you're migrating from another email provider, including Exchange, see [Ways to migrate multiple email accounts to Microsoft 365](/Exchange/mailbox-migration/mailbox-migration). <br/> | |
| admin | Set Up File Storage And Sharing | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/set-up-file-storage-and-sharing.md | You can enable third-party storage for your users in Microsoft 365 so they can s - [Upload files and folders to a SharePoint team site](https://support.microsoft.com/office/da549fb1-1fcb-4167-87d0-4693e93cb7a0) to make collaboration with team members easier. Everyone on your team has access to the SharePoint team site. -- **Set up Microsoft 365 apps on your tablets and phones.** You need to do this so you can **edit** files that are stored in OneDrive and on team sites from your tablet or phone. If you don't install the Microsoft 365 apps for your tablet or phone, you'll be able to view the files but not edit them.+- **Set up Microsoft 365 productivity apps on your tablets and phones.** You need to do this so you can **edit** files that are stored in OneDrive and on team sites from your tablet or phone. If you don't install the apps for your tablet or phone, you'll be able to view the files but not edit them. - [Install and set up Microsoft 365 on an Android](https://support.microsoft.com/office/cafe9d6f-8b0c-4b03-b20a-12438a82a22d) - [Install and set up Microsoft 365 on an iPhone or iPad](https://support.microsoft.com/office/9df6d10c-7281-4671-8666-6ca8e339b628) - [Set up Microsoft 365 apps and email on a mobile device](https://support.microsoft.com/office/7dabb6cb-0046-40b6-81fe-767e0b1f014f) |
| admin | Set Up Mobile Devices | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/set-up-mobile-devices.md | search.appverid: - BCS160 - MET150 ms.assetid: d868561b-d340-4c04-a973-e2575d7f09bc-description: "Install Microsoft 365 on an iPhone or an Android phone, and your work files in Microsoft 365 apps will be protected by Microsoft 365 for business." +description: "Install Microsoft 365 on an iPhone or an Android phone, and your work files in apps will be protected by Microsoft 365 for business." # Set up mobile devices for Microsoft 365 for business users Check out all of our small business content on [Small business help & learning](https://go.microsoft.com/fwlink/?linkid=2224585). -Follow the instructions in the tabs to install Microsoft 365 on an iPhone or an Android phone. After you follow these steps, your work files created in Microsoft 365 apps will be protected by Microsoft 365 for business. +Follow the instructions in the tabs to install Microsoft 365 on an iPhone or an Android phone. After you follow these steps, your work files created in the apps will be protected by Microsoft 365 for business. -The example is for Outlook, but applies for any other Microsoft 365 apps you want to install also. +The example is for Outlook, but applies for any other apps you also want to install. ## Set up mobile devices ## [iPhone](#tab/iPhone) -Watch a short video on how to set up Microsoft 365 apps on iOS devices with Microsoft 365 for business.<br><br> +Watch a short video on how to set up Microsoft 365 productivity apps on iOS devices with Microsoft 365 for business.<br><br> > [!VIDEO https://www.microsoft.com/videoplayer/embed/RWee2n] |
| admin | Setup Business Basic | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/setup-business-basic.md | f1.keywords: Previously updated : 05/28/2020 Last updated : 05/31/2024 audience: Admin +- must-keep - VSBFY23 - TRN_M365B When you purchase Microsoft 365 Business Basic, you have the option of using a d ::: moniker-end -2. Choose **Go to setup** to start the wizard. +1. Choose **Go to guided setup** to start the wizard. -3. In the **Add domain** step, enter the domain name you want to use (like contoso.com). +1. In the **Add domain** step, enter the domain name you want to use (like contoso.com). > [!IMPORTANT] > If you purchased a domain during the sign-up, you will not see **Add a domain** step here. Go to [Add users](#add-users-and-assign-licenses) instead. -4. Follow the steps in the wizard to [Add DNS records to connect your domain](../get-help-with-domains/create-dns-records-at-any-dns-hosting-provider.md) that verifies you own the domain. If you know your domain host, see also [Add a domain to Microsoft 365](/microsoft-365/admin/setup/add-domain). +1. Follow the steps in the wizard to [Add DNS records to connect your domain](../get-help-with-domains/create-dns-records-at-any-dns-hosting-provider.md) that verifies you own the domain. If you know your domain host, see also [Add a domain to Microsoft 365](/microsoft-365/admin/setup/add-domain). If your hosting provider is GoDaddy or another host enabled with [domain connect](/office365/admin/get-help-with-domains/domain-connect), the process is easy and you'll be automatically asked to sign in and let Microsoft authenticate on your behalf. Any users you add in the wizard get automatically assigned a Microsoft 365 Busin To set up services, you have to update some records at your DNS host or domain registrar. -1. The setup wizard typically detects your registrar and gives you a link to step-by-step instructions for updating your NS records at the registrar website. If it doesn't, [Change nameservers to set up Microsoft 365 with any domain registrar](../get-help-with-domains/change-nameservers-at-any-domain-registrar.md). +1. The setup wizard typically detects your registrar and gives you a link to step-by-step instructions for updating your NS records at the registrar website. If it doesn't, [Change nameservers to set up Microsoft 365 with any domain registrar](../get-help-with-domains/change-nameservers-at-any-domain-registrar.md). - If you have existing DNS records, for example an existing web site, but your DNS host is enabled for [domain connect](/office365/admin/get-help-with-domains/domain-connect), choose **Add records for me**. On the **Choose your online services** page, accept all the defaults, and choose **Next**, and choose **Authorize** on your DNS host's page. - If you have existing DNS records with other DNS hosts (not enabled for domain connect), you'll want to manage your own DNS records to make sure the existing services stay connected. See [domain basics](/office365/admin/get-help-with-domains/dns-basics) for more info. More at [Import email with Outlook](https://support.microsoft.com/office/6a3771d You can also use <a href="https://go.microsoft.com/fwlink/p/?linkid=2059104" target="_blank">Exchange admin center</a> to import everyone's email. For more information, see [migrate multiple email accounts](/Exchange/mailbox-migration/mailbox-migration). -## Set up Microsoft Teams and OneDrive for business +## Set up Microsoft Teams and OneDrive -Select the OneDrive cloud icon from your taskbar and follow the steps to move your files to your new OneDrive for Business folder. Select **Next** to set up Microsoft Teams. +Select the OneDrive cloud icon from your taskbar and follow the steps to move your files to your new OneDrive folder. Select **Next** to set up Microsoft Teams. 1. Open Microsoft Teams, select your profile icon, and then **Add work or school account**. Follow the steps to add your new account to Teams. |
| admin | Setup Business Standard | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/setup-business-standard.md | To set up services, you have to update records at your DNS host or domain regist 2. Follow the steps in the wizard and email and other services will be set up for you. - When the signup process is complete, you'll be directed to the admin center, where you'll follow a wizard to install Microsoft 365 productivity apps, add your domain, add users, and assign licenses. After you complete the initial setup, you can use the **Setup** page in the admin center to continue setting up and configuring the services that come with your subscriptions. + When the signup process is complete, you'll be directed to the admin center, where you'll follow a wizard to install apps in Microsoft 365, add your domain, add users, and assign licenses. After you complete the initial setup, you can use the **Setup** page in the admin center to continue setting up and configuring the services that come with your subscriptions. For more information about the setup wizard and the admin center **Setup** page, see [Difference between the setup wizard and the Setup page](o365-setup-wizard-and-setup-page.md). |
| admin | Setup Outlook | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/setup-outlook.md | Check out this video and others on our [YouTube channel](https://go.microsoft.co > [!VIDEO https://www.microsoft.com/videoplayer/embed/9fe86884-8a83-42cc-bca9-61a12e6dad31?autoplay=false] -After installing the Microsoft 365 productivity apps, you'll want set up Outlook to start using email, calendar, and contacts. Here's how. +After installing the apps in Microsoft 365, you'll want set up Outlook to start using email, calendar, and contacts. Here's how. 1. Open the Start menu. Search for Outlook, and choose it. 2. Enter your Microsoft 365 email address, and select **Connect**. |
| admin | Upgrade Users To Latest Office Client | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/upgrade-users-to-latest-office-client.md | Title: Upgrade your Microsoft 365 for business users to the latest Microsoft 365 apps - Microsoft 365 admin + Title: Upgrade your Microsoft 365 for business users to the latest apps - Microsoft 365 admin f1.keywords: - NOCSH -description: Learn about how to upgrade Microsoft Office to the latest Microsoft 365 apps for users in your organization. +description: Learn about how to upgrade Microsoft Office to the latest apps for users in your organization. -# Upgrade your Microsoft 365 for business users to the latest Microsoft 365 apps +# Upgrade your Microsoft 365 for business users to the latest apps ## Get ready to upgrade to Microsoft 365 -As an admin, you control what version of the Microsoft 365 apps people in your organization can install. We highly recommend that you help users in your organization running older versions such as Office 2013 or Office 2016 upgrade to the latest version of the Microsoft 365 apps to take advantage of security and productivity improvements. +As an admin, you control what version of the Microsoft 365 productivity apps people in your organization can install. We highly recommend that you help users in your organization running older versions such as Office 2013 or Office 2016 upgrade to the latest version of the apps in Microsoft 365 to take advantage of security and productivity improvements. ### Is this the right topic for you? The steps below will guide you through the process of upgrading your users to th ## Step 1 - Check system requirements -[Check the system requirements](https://www.microsoft.com/microsoft-365/microsoft-365-and-office-resources) to make sure your devices are compatible with the latest version of Office. For example, newer versions of the Microsoft 365 apps can't be installed on computers running Windows XP or Windows Vista. +[Check the system requirements](https://www.microsoft.com/microsoft-365/microsoft-365-and-office-resources) to make sure your devices are compatible with the latest version of Office. For example, newer versions of the apps in Microsoft 365 can't be installed on computers running Windows XP or Windows Vista. > [!TIP] > If you have users in your organization running older versions of Windows on their PCs or laptops, we recommend upgrading to Windows 10. Windows 7 has reached end of support. Read [Support for Windows 7 ends in January 2020](https://www.microsoft.com/microsoft-365/windows/end-of-windows-7-support?rtc=1) for more info. For example, if you're using third-party add-ins with your current install, cont ## Step 2 - Check your existing subscription plan -Some Microsoft 365 plans don't include the full desktop versions of the Microsoft 365 apps and the steps to upgrade are different if your plan doesn't include desktop version of the apps. +Some Microsoft 365 plans don't include the full desktop versions of the apps and the steps to upgrade are different if your plan doesn't include desktop version of the apps. Not sure which subscription plan you have? See [What Microsoft 365 for business subscription do I have?](../admin-overview/what-subscription-do-i-have.md) If your existing plan includes the Office apps, move on to [Step 3 - Uninstall O If your existing plan doesn't include the formerly Office apps, then select from the options below: -### Upgrade options for plans that don't include the Microsoft 365 apps +### Upgrade options for plans that don't include the apps in Microsoft 365 **Option 1: Switch subscriptions** -Switch to a subscription that includes the Microsoft 365 apps. See [Switch to a different Microsoft 365 for business plan](../../commerce/subscriptions/switch-to-a-different-plan.md). +Switch to a subscription that includes the Microsoft 365 productivity apps. See [Switch to a different Microsoft 365 for business plan](../../commerce/subscriptions/switch-to-a-different-plan.md). **Option 2: Buy individual, one-time purchases of Office, or buy Office through a volume license** If you haven't already done so, assign licenses to any users in your organizatio ## Step 5 - Install Microsoft 365 -After you've verified the users you want to upgrade all have licenses, the final step is to have them install the Microsoft 365 apps. See [Download and install or reinstall Microsoft 365 or Office 2021 on a PC or Mac](https://support.microsoft.com/office/4414eaaf-0478-48be-9c42-23adc4716658). +After you've verified the users you want to upgrade all have licenses, the final step is to have them install the apps in Microsoft 365. See [Download and install or reinstall Microsoft 365 or Office 2021 on a PC or Mac](https://support.microsoft.com/office/4414eaaf-0478-48be-9c42-23adc4716658). > [!TIP]-> If you don't want your users installing Office themselves, see [Manage Microsoft 365 installation options in the Microsoft 365 admin center](/DeployOffice/manage-software-download-settings-office-365). You can use the [Deployment Tool](/DeployOffice/overview-office-deployment-tool) to download Microsoft 365 apps to your local network and then deploy using the software deployment method you typically use. +> If you don't want your users installing Office themselves, see [Manage Microsoft 365 installation options in the Microsoft 365 admin center](/DeployOffice/manage-software-download-settings-office-365). You can use the [Deployment Tool](/DeployOffice/overview-office-deployment-tool) to download apps to your local network and then deploy using the software deployment method you typically use. ## Office 2010 reaches end-of-support |
| admin | Signup Business Standard | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/simplified-signup/signup-business-standard.md | If you would like to add a domain and create a business email account, you can f **Applies to: Existing subscribers of Microsoft 365 Business Standard who previously purchased using Simplified Sign-up mode**. -If you previously used Simplified Sign Up mode to purchase a business subscription before October 2021 without adding a business domain you may need to accept new terms of service for uninterrupted service and usage of the Microsoft 365 productivity apps. You may be sent emails or you'll see in-app prompts when you sign in to Microsoft 365 admin center. +If you previously used Simplified Sign Up mode to purchase a business subscription before October 2021 without adding a business domain you may need to accept new terms of service for uninterrupted service and usage of the apps in Microsoft 365. You may be sent emails or you'll see in-app prompts when you sign in to Microsoft 365 admin center. The Simplified Sign Up terms of use have been recently updated, and notably they clarify licensing and data ownership for multi-user business subscriptions. For continued service of your business subscription, you may either visit the [Microsoft 365 admin Center](https://go.microsoft.com/fwlink/?linkid=2024339) and stay using **Simplified Sign Up** (and agree to use the Microsoft Services Agreement Supplemental), or visit the [Microsoft 365 admin Center](https://go.microsoft.com/fwlink/?linkid=2024339) and add a **business domain** (and use the Microsoft Online Services Agreement). To help you choose which of these two modes best suits your needs, consult the table at the top of this article. |
| bookings | Add Questions | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/add-questions.md | |
| bookings | Add Staff | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/add-staff.md | |
| bookings | Bookings In Outlook | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/bookings-in-outlook.md | No. Anyone or any attendee can schedule time with you using your Bookings with m ### Where is Bookings with me data stored? -Bookings with me is a feature of Outlook powered by Bookings. All data is stored within the Microsoft 365 platform and in Exchange. Bookings with me follows data storage policies set by Microsoft, which are the same policies that all Microsoft 365 productivity apps follow. All customer data (including information provided by attendees when booking) is captured in Bookings and is stored within Exchange. For more information, check out [Privacy: It's all about you](https://www.microsoft.com/en-us/trust-center/privacy). +Bookings with me is a feature of Outlook powered by Bookings. All data is stored within the Microsoft 365 platform and in Exchange. Bookings with me follows data storage policies set by Microsoft, which are the same policies that all apps in Microsoft 365 follow. All customer data (including information provided by attendees when booking) is captured in Bookings and is stored within Exchange. For more information, check out [Privacy: It's all about you](https://www.microsoft.com/trust-center/privacy). |
| bookings | Bookings Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/bookings-overview.md | A booking page where your customers and clients can schedule appointments with t A web app that contains a set of web-based, business-facing pages where Booking page owners and administrators within an organization can define appointment types and details, manage staff schedules and availability, set business hours, and customize how appointments are scheduled. These pages allow for versatility and the ability to customize a booking page to fit the diverse needs of the person or organization. ## Bookings data and compliance-All Bookings data is stored within the Microsoft 365 platform and in Exchange Online. Bookings follows all data storage policies that are set by Microsoft, which are the same policies that all Microsoft 365 productivity apps follow. Bookings uses shared mailboxes in Exchange to store customer, staff, service, and appointment details. Compliance policies for shared mailboxes in Exchange also apply for Bookings mailboxes. All customer data (including information provided by customers when booking) is captured in Bookings and is stored within the app, thus it's stored within Exchange Online. +All Bookings data is stored within the Microsoft 365 platform and in Exchange Online. Bookings follows all data storage policies that are set by Microsoft, which are the same policies that all apps in Microsoft 365 follow. Bookings uses shared mailboxes in Exchange to store customer, staff, service, and appointment details. Compliance policies for shared mailboxes in Exchange also apply for Bookings mailboxes. All customer data (including information provided by customers when booking) is captured in Bookings and is stored within the app, thus it's stored within Exchange Online. ## Before you begin Microsoft Bookings is available in the following subscriptions: |
| bookings | Bookings Sms | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/bookings-sms.md | |
| bookings | Comparison Chart | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/comparison-chart.md | |
| bookings | Create A Manual Booking | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/create-a-manual-booking.md | |
| bookings | Custom Domain Support | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/custom-domain-support.md | |
| bookings | Customize Booking Page | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/customize-booking-page.md | |
| bookings | Define Service Offerings | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/define-service-offerings.md | |
| bookings | Delete Calendar | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/delete-calendar.md | |
| bookings | Employee Hours | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/employee-hours.md | |
| bookings | Enter Business Information | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/enter-business-information.md | |
| bookings | Get Access | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/get-access.md | |
| bookings | Manage Attendees Bookings | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/manage-attendees-bookings.md | |
| bookings | Power Automate Integration | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/power-automate-integration.md | |
| bookings | Reporting Info | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/reporting-info.md | |
| bookings | Schedule Closures Time Off Vacation | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/schedule-closures-time-off-vacation.md | |
| bookings | Set Buffer Time | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/set-buffer-time.md | |
| bookings | Set Language Time Zones | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/set-language-time-zones.md | |
| bookings | Set Scheduling Policies | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/set-scheduling-policies.md | |
| bookings | Turn Bookings On Or Off | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/bookings/turn-bookings-on-or-off.md | |
| commerce | Subscriptions And Licenses | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/licenses/subscriptions-and-licenses.md | The following table lists what automatically happens when you assign a license t |Exchange Online|A mailbox is created for that person. <br/> To learn about the SLA for this task to be completed, see ["Setting up..." messages in the Microsoft 365 admin center](https://support.microsoft.com/help/2635238/setting-up-messages-in-the-office-365-admin-center).| |SharePoint Online|Edit permissions to the default SharePoint Online team site are assigned to that person.| |Microsoft Teams|The person has access to the features associated with the license.|-|Microsoft 365 Apps for enterprise and Microsoft 365 Apps for business|The person can download Microsoft 365 productivity apps on up to five Macs or PCs, five tablets, and five smartphones.| +|Microsoft 365 Apps for enterprise and Microsoft 365 Apps for business|The person can download Microsoft 365 Apps on up to five Macs or PCs, five tablets, and five smartphones.| ## Understand licenses for nonuser mailboxes |
| commerce | Manage Partners | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/manage-partners.md | There are several ways that a partner can work with you. Based on your stated bu | Partner type | Description | Roles | | | -- | -- | | Advisor | Partners can reset passwords and handle support incidents for you. | Global admin, Helpdesk admin. |-| Granular delegated administrator | Partners who manage products and services for your organization or school, but who have limited access to what they can do in the Microsoft 365 admin center. Granular delegated administrator privileges (GDAP) let partners complete tasks in the admin center without having global admin permission. By giving GDAP to partners, you ensure they have the least-permissive roles and limit the risk to your organization. | Any Microsoft Entra role.<br><br>For more information, see [Microsoft Entra built-in roles](/azure/active-directory/roles/permissions-reference). | | Independent Software Vendors | Partners who develop and sell custom software products that run on one or more computer hardware or operating system platforms. Some ISVs focus on developing software or custom applications that focus on a particular operating system, and other ISVs specialize in a particular application area. | No roles assigned. | | Indirect reseller | Partners who manage products and services for your organization or school. | No roles assigned. | | Line-of-business (LOB) partner | Partners can develop, submit, and manage LOB apps specific for your organization or school. | Not available to assign. | | Microsoft Products & Services Agreement (MPSA) partner | If you've worked with multiple partners through the MPSA program, you can allow them to see purchases made by each other. | No roles assigned. | | Original Equipment Manufacturer (OEM) | Windows Autopilot is managed and maintained by Microsoft. This service provides the backend database that associates hardware hashes with customer tenants. When an OEM registers devices for a customer, they write that data to this database and not directly to the customer's tenant. No permissions to the customer's tenant are granted or required for OEMs to register devices on the customer's behalf. | No roles assigned. |-| Partner | You give your partner a user account in your tenant, and they work with other Microsoft services on your behalf. | Assign a role to the partner on the <a href="https://go.microsoft.com/fwlink/p/?linkid=834822" target="_blank">Active users</a> page.<br><br>For more information, see [About admin roles in the Microsoft 365 admin center](../admin/add-users/about-admin-roles.md). | +| Partner | You give your partner a user account in your tenant, and they work with other Microsoft services on your behalf. | Any Microsoft Entra role.<br><br>For more information, see [Microsoft Entra built-in roles](/entra/identity/role-based-access-control/permissions-reference). | +| Partner with GDAP access | Partners who manage products and services for your organization or school, but who have limited access to what they can do in the Microsoft 365 admin center. [Granular delegated administrator privileges (GDAP)](/partner-center/gdap-introduction) let partners complete tasks in the admin center without having global admin permission. By giving GDAP to partners, you ensure they have the least-permissive roles and limit the risk to your organization. | Any Microsoft Entra role.<br><br>For more information, see [Microsoft Entra built-in roles](/azure/active-directory/roles/permissions-reference). | | Reseller | Partners who sell Microsoft products to your organization or school. | No roles assigned. | ## Find a partner 1. Go to <a href="https://appsource.microsoft.com/marketplace/partner-dir" target="_blank">https://appsource.microsoft.com/marketplace/partner-dir</a>. 2. Use the filters to narrow your search. When you find a partner that you want to work with, select **Contact me**.-3. Enter your location and contact information. Select your organization size, include your organization name, select your industry focus, add keywords for the type of services you need, and then describe your business needs. +3. Enter your location and contact information. Select your organization size, include your organization name, select your industry focus, and then describe your business needs. 4. When you're finished, select **Contact me**. The partner contacts you and gives you a chance to learn more about them. If you decide to work with them, they send you an email invitation to establish a partner relationship. If you already have a partner but haven't yet signed a Microsoft Customer Agreem ## Remove partner admin roles -The granular delegated administrative privileges (GDAP) feature gives partners more granular and time-bound access to their customers' workloads. This means that partners are better able to address their customers' security concerns. Partners can also provide more services to customers who are uncomfortable with the current levels of partner access and who have regulatory requirements to provide only least-privileged access to partners. With GDAP, you agree to give partners roles specified in their request. These roles are customizable, so you can discuss with your partner if you don't approve certain permissions. +The GDAP feature gives partners more granular and time-bound access to their customers' workloads. This means that partners are better able to address their customers' security concerns. Partners can also provide more services to customers who are uncomfortable with the current levels of partner access and who have regulatory requirements to provide only least-privileged access to partners. With GDAP, you agree to give partners roles specified in their request. These roles are customizable, so you can discuss with your partner if you don't approve certain permissions. If you don't want to give admin roles to the partner, cancel the invitation instead of accepting it. |
| commerce | What If My Subscription Expires | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/what-if-my-subscription-expires.md | The subscription only enters the **Expired** status after all the licenses are r | | Active | Expired* | Disabled* | Deleted | |--|--||-|| | Customer data | Data is accessible to all | Data is accessible to all | Data is accessible to admins only | Data is deleted and Microsoft Entra ID is removed, if not in use by other services |-| Users | Users have normal access to Microsoft 365, files, and Microsoft 365 productivity apps | Users have normal access to Microsoft 365, files, and Microsoft 365 productivity apps | Users can't access Microsoft 365 productivity apps. Microsoft 365 productivity apps eventually move into a read-only, reduced functionality mode and display [Unlicensed Product notifications](https://support.microsoft.com/office/0d23d3c0-c19c-4b2f-9845-5344fedc4380) | Users can't access Microsoft 365, files, or Microsoft 365 productivity apps | +| Users | Users have normal access to Microsoft 365, files, and apps | Users have normal access to Microsoft 365, files, and apps | Users can't access apps in Microsoft 365. Apps in Microsoft 365 eventually move into a read-only, reduced functionality mode and display [Unlicensed Product notifications](https://support.microsoft.com/office/0d23d3c0-c19c-4b2f-9845-5344fedc4380) | Users can't access Microsoft 365, files, or apps | | Licenses bought via the Volume Licensing program and assigned across the organization| | Service is immediately unavailable on the subscription end date, or if there's a reduction in license quatity | N/A | N/A |-| Admins | Admins have normal access to Microsoft 365, data, and Microsoft 365 productivity apps | Admins can access the admin center | Admins can access the admin center, but can't assign licenses to users | Admins can access the admin center to manage other subscriptions, or to buy new subscriptions | +| Admins | Admins have normal access to Microsoft 365, data, and apps | Admins can access the admin center | Admins can access the admin center, but can't assign licenses to users | Admins can access the admin center to manage other subscriptions, or to buy new subscriptions | | Reactivation | Subscription is already active | Global or billing admins can reactivate the subscription in the admin center | Global or billing admins can reactivate the subscription in the admin center | Subscription can't be reactivated | *For most offers, in most countries/regions. If you bought your subscription through a CSP, see [Subscription lifecycle state ## Understand your options if your subscription is about to expire -While a subscription is active, you and your users have normal access to your data, services like email, OneDrive, and Microsoft 365 productivity apps. As the admin, you receive a series of notifications via email and in the admin center as your subscription nears its expiration date. +While a subscription is active, you and your users have normal access to your data, services like email, OneDrive, and apps in Microsoft 365. As the admin, you receive a series of notifications via email and in the admin center as your subscription nears its expiration date. If youΓÇÖre a Volume Licensing customer, see [Options if your volume licensing subscription is about to expire](#options-if-your-volume-licensing-subscription-is-about-to-expire). |
| enterprise | Essentials Compliance | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/essentials-compliance.md | |
| enterprise | Essentials Privacy | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/essentials-privacy.md | |
| enterprise | Essentials Security | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/essentials-security.md | |
| enterprise | M365 Dr Workload Copilot | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/m365-dr-workload-copilot.md | |
| enterprise | M365 Dr Workload Other | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/m365-dr-workload-other.md | Customers based in EU and UK who signed up for Viva Goals prior to December 5, 2 See the [Static data location information for select workloads](#static-data-location-information-for-select-workloads) section. The data region for Manager/Leader and Advanced is determined by the _Default Geography_ of the _tenant_, not individual users. +Starting June 2024, Viva Insights (Advanced, Manager, Leader) customer data for new tenants in Australia will be stored in data centers located in Australia. + ## Viva Insights ΓÇô Personal Customer data is processed and stored in the employee's Exchange Online mailbox. Data residency for Personal insights in Viva Insights is based on the employee's mailbox location. For more information, see [Personal insights in Viva Insights privacy guide for admins](/viva/insights/personal/overview/privacy-guide-admins?branch=main#summary-of-key-points). Refer to [Data Residency - Viva Engage | Microsoft Learn](/viva/engage/manage-se | AR | Argentina | AMER<sup>3</sup>| AMER<sup>3</sup>| AMER<sup>3</sup>| | AM | Armenia | EUR<sup>1</sup>| EUR<sup>1</sup>| EUR<sup>1</sup>| | AW | Aruba | AMER<sup>3</sup>| AMER<sup>3</sup>| AMER<sup>3</sup>|-| AU | Australia | APC<sup>2</sup>| AUS<sup>4</sup>| AUS<sup>4</sup>| +| AU | Australia | AUS<sup>4</sup>| AUS<sup>4</sup>| AUS<sup>4</sup>| | AT | Austria | EUR<sup>1</sup>| EUR<sup>1</sup>| EUR<sup>1</sup>| | AZ | Azerbaijan | EUR<sup>1</sup>| EUR<sup>1</sup>| EUR<sup>1</sup>| | BS | Bahamas | AMER<sup>3</sup>| AMER<sup>3</sup>| AMER<sup>3</sup>| |
| enterprise | Tenant Roadmap Microsoft 365 | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/tenant-roadmap-microsoft-365.md | |
| frontline | Browser Join | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/frontline/browser-join.md | Here are the browsers that are currently supported. We support the latest versio |Platform |Google Chrome |Apple Safari |Microsoft Edge (Chromium)| ||:|:|::|-|Android | ✔ ¹ | | | -|iOS | ✔ | ✔ ¹ ² | | +|Android | ✔ <sup>1</sup> | | | +|iOS | ✔ | ✔ <sup>1</sup><sup>,</sup><sup>2</sup> | | |macOS | ✔ | ✔| | |Windows | ✔ | | ✔ | |Ubuntu/Linux | ✔ | | | -¹ Outgoing screen sharing isn't supported on iOS or Android. +<sup>1</sup> Outgoing screen sharing isn't supported on iOS or Android. -² iOS apps on Safari can't select microphone and speaker devices. For example, Bluetooth devices. This is a limitation of the operating system, which controls the default device selection. +<sup>2</sup> iOS apps on Safari can't select microphone and speaker devices. For example, Bluetooth devices. This is a limitation of the operating system, which controls the default device selection. ## User experience |
| frontline | Manage Shifts Permissions Frontline Managers | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/frontline/manage-shifts-permissions-frontline-managers.md | The following table lists the settings and schedule group capabilities that are |Team time zone|Set the team's time zone and closest city.|| |Start of week|Set the day of the week for schedules to start.|| |Copying shifts|Set whether shifts activities are automatically included when copying shifts.||-|Open shifts|Turn on or turn off the ability to create and request open shifts.|Γ£ö∩╕Ź| -|Swap shifts|Turn on or off workers' ability to swap shifts with each other. |Γ£ö∩╕Ź| -|Offer shift|Turn on or off workers' ability to offer shifts to coworkers.|Γ£ö∩╕Ź| +|Open shifts|Turn on or turn off the ability to create and request open shifts.|Γ£ö∩╕Å<sup>1</sup>| +|Swap shifts|Turn on or off workers' ability to swap shifts with each other. |Γ£ö∩╕Å<sup>1</sup>| +|Offer shift|Turn on or off workers' ability to offer shifts to coworkers.|Γ£ö∩╕Å<sup>1</sup>| |Time-off requests|Turn on or turn off workers' ability to request time off.|Γ£ö∩╕Å| |Time-off reasons|Add and edit time-off reasons for the team.|Γ£ö∩╕Å| |Time clock|Turn on or turn off time clock for the team.|Γ£ö∩╕Å| The following table lists the settings and schedule group capabilities that are |Manage schedule groups|Add, rename, and delete schedule groups.|Γ£ö∩╕Å| |Manage schedule group membership|Add and remove team members from schedule groups.|| -¹You manage these three capabilities through the `CanModifyShiftRequestsCapabilities` parameter. +<sup>1</sup>You manage these three capabilities through the `CanModifyShiftRequestsCapabilities` parameter. You can also use the [Create or replace schedule](/graph/api/team-put-schedule?view=graph-rest-1.0) Graph API to define Shifts settings and the [Create schedulingGroup](/graph/api/schedule-post-schedulinggroups?view=graph-rest-1.0) Graph API to manage schedule groups and membership. |
| frontline | Shifts Connector Ukg Prerequisites | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/frontline/shifts-connector-ukg-prerequisites.md | Use PowerShell to remove schedule entities from teams. To learn more, see [Remove-CsTeamsShiftsScheduleRecord](/powershell/module/teams/remove-csteamsshiftsschedulerecord). -<!--## Roles and permissions in Teams and their impact on Shifts--> - ## Understand how your UKG Pro Workforce Management organizational structure influences Teams and Shifts setup -<!--The way you organize your teams in Teams depends on your UKG Pro WFM structure.--> - As mentioned earlier, Shifts supports grouping users by location in UKG Pro WFM. In UKG Pro WFM, the nodes in each location represent the hierarchy in your organizational chart. A location path reaches its endpoint when a job type is configured. Users in UKG Pro WFM are assigned and grouped by jobs that exist within a location. This means that from a Teams and Shifts standpoint, employees who have the same location path up to the node before the job type are considered as part of the same team. The job types in the location path are synced and represented as [schedule groups](https://support.microsoft.com/office/what-is-shifts-f8efe6e4-ddb3-4d23-b81b-bb812296b821) in Shifts. Here's how frontline managers (FLM) and frontline workers (FLW) are set up in th |UKG Pro WFM location|Users|Primary job|Reports to| |||||-|Contoso/Retail/Central London/Soho|FLW1¹, FLW2<br>FLW3, FLW4<br>FLW5², FLW6, FLW7<br>FLW8, FLW9, FLW10|Beauty advisor<br>Leather goods sales associate<br>Sales associate<br>Personal shopper|FLM1| +|Contoso/Retail/Central London/Soho|FLW1<sup>1</sup>, FLW2<br>FLW3, FLW4<br>FLW5<sup>2</sup>, FLW6, FLW7<br>FLW8, FLW9, FLW10|Beauty advisor<br>Leather goods sales associate<br>Sales associate<br>Personal shopper|FLM1| |Contoso/Retail/Central London/Covent Garden|FLW11, FLW12<br>FLW13, FLW14|Leather goods sales associate<br>Sales associate|FLM2| |Contoso/Retail/Central London/Chelsea|FLW15<br>FLW16<br>FLW17|Sales associate<br>Personal shopper<br>Beauty advisor|FLM3| -¹FLW1 can also work as a beauty advisor in Central London/Chelsea.<br> -²FLW5 can also work as a sales associate in Central London/Covent Garden and Central London/Chelsea. +<sup>1</sup>FLW1 can also work as a beauty advisor in Central London/Chelsea.<br> +<sup>2</sup>FLW5 can also work as a sales associate in Central London/Covent Garden and Central London/Chelsea. #### What does this mean when I set up teams in Teams? |
| lighthouse | M365 Lighthouse Alerts Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-alerts-overview.md | |
| lighthouse | M365 Lighthouse Apps Page Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-apps-page-overview.md | |
| lighthouse | M365 Lighthouse Assign A Baseline | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-assign-a-baseline.md | |
| lighthouse | M365 Lighthouse Block Signin Shared Mailboxes | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-block-signin-shared-mailboxes.md | |
| lighthouse | M365 Lighthouse Block User Signin | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-block-user-signin.md | |
| lighthouse | M365 Lighthouse Change Cloud Pc Account Type | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-change-cloud-pc-account-type.md | |
| lighthouse | M365 Lighthouse Compare Compliance Policies | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-compare-compliance-policies.md | |
| lighthouse | M365 Lighthouse Configure Portal Security | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-configure-portal-security.md | |
| lighthouse | M365 Lighthouse Create A Baseline | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-create-a-baseline.md | |
| lighthouse | M365 Lighthouse Create Manage Alert Rules | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-create-manage-alert-rules.md | |
| lighthouse | M365 Lighthouse Data Collection | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-data-collection.md | |
| lighthouse | M365 Lighthouse Data Privacy And Compliance | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-data-privacy-and-compliance.md | |
| lighthouse | M365 Lighthouse Delegated Access Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-delegated-access-overview.md | |
| lighthouse | M365 Lighthouse Deploy Standard Tenant Configurations Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-deploy-standard-tenant-configurations-overview.md | |
| lighthouse | M365 Lighthouse Deploy Task Automatically | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-deploy-task-automatically.md | |
| lighthouse | M365 Lighthouse Deploy Task Manually | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-deploy-task-manually.md | |
| lighthouse | M365 Lighthouse Deployment Insights Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-deployment-insights-overview.md | |
| lighthouse | M365 Lighthouse Device Compliance Page Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-device-compliance-page-overview.md | |
| lighthouse | M365 Lighthouse Device Health Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-device-health-overview.md | |
| lighthouse | M365 Lighthouse Device Security Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-device-security-overview.md | |
| lighthouse | M365 Lighthouse Dismiss Task | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-dismiss-task.md | |
| lighthouse | M365 Lighthouse Get Access To Sales Advisor | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-get-access-to-sales-advisor.md | |
| lighthouse | M365 Lighthouse Get Help And Support | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-get-help-and-support.md | If you're experiencing an issue that isn't listed in any of these resources, the [View tenant service health](m365-lighthouse-view-service-health.md) [Known issues with Microsoft 365 Lighthouse](m365-lighthouse-known-issues.md) (article)\ [Microsoft 365 Lighthouse FAQ](m365-lighthouse-faq.yml) (article)\-[Troubleshooot and resolve problems and error messages in Microsoft 365 Lighthouse](m365-lighthouse-troubleshoot.md) (article) +[Troubleshoot and resolve problems and error messages in Microsoft 365 Lighthouse](m365-lighthouse-troubleshoot.md) (article) |
| lighthouse | M365 Lighthouse Known Issues | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-known-issues.md | |
| lighthouse | M365 Lighthouse Manage Inactive Users | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-manage-inactive-users.md | |
| lighthouse | M365 Lighthouse Manage Lighthouse Rbac Permissions | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-manage-lighthouse-rbac-permissions.md | |
| lighthouse | M365 Lighthouse Manage Mfa | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-manage-mfa.md | |
| lighthouse | M365 Lighthouse Manage Sspr | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-manage-sspr.md | |
| lighthouse | M365 Lighthouse Manage Tenant List | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-manage-tenant-list.md | |
| lighthouse | M365 Lighthouse Manage Tenants Using Deployment Insights | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-manage-tenants-using-deployment-insights.md | |
| lighthouse | M365 Lighthouse Mfa Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-mfa-overview.md | |
| lighthouse | M365 Lighthouse Mitigate Threats | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-mitigate-threats.md | |
| lighthouse | M365 Lighthouse Overview Deployment Task | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-overview-deployment-task.md | |
| lighthouse | M365 Lighthouse Overview Of Permissions | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-overview-of-permissions.md | |
| lighthouse | M365 Lighthouse Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-overview.md | |
| lighthouse | M365 Lighthouse Quarantine Messages Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-quarantine-messages-overview.md | |
| lighthouse | M365 Lighthouse Reinstate Task | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-reinstate-task.md | |
| lighthouse | M365 Lighthouse Reprovision Cloudpc | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-reprovision-cloudpc.md | |
| lighthouse | M365 Lighthouse Requirements | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-requirements.md | |
| lighthouse | M365 Lighthouse Reset User Password | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-reset-user-password.md | |
| lighthouse | M365 Lighthouse Review Audit Logs | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-review-audit-logs.md | |
| lighthouse | M365 Lighthouse Review Deployment Plan | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-review-deployment-plan.md | |
| lighthouse | M365 Lighthouse Sales Advisor Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-sales-advisor-overview.md | |
| lighthouse | M365 Lighthouse Search For Users | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-search-for-users.md | |
| lighthouse | M365 Lighthouse Setup Gdap | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-setup-gdap.md | |
| lighthouse | M365 Lighthouse Sign Up | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-sign-up.md | |
| lighthouse | M365 Lighthouse Tenants Page Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-tenants-page-overview.md | |
| lighthouse | M365 Lighthouse Threat Management Page Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-threat-management-page-overview.md | |
| lighthouse | M365 Lighthouse Understand Deployment Statuses | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-understand-deployment-statuses.md | |
| lighthouse | M365 Lighthouse Understanding Opportunities And Data | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-understanding-opportunities-and-data.md | |
| lighthouse | M365 Lighthouse Users Page Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-users-page-overview.md | |
| lighthouse | M365 Lighthouse View Failed Network Connections | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-view-failed-network-connections.md | |
| lighthouse | M365 Lighthouse View Manage Risky Users | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-view-manage-risky-users.md | |
| lighthouse | M365 Lighthouse View Opportunities | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-view-opportunities.md | |
| lighthouse | M365 Lighthouse View Service Health | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-view-service-health.md | |
| lighthouse | M365 Lighthouse View Task Details | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-view-task-details.md | |
| lighthouse | M365 Lighthouse View Your Roles | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-view-your-roles.md | |
| lighthouse | M365 Lighthouse Vulnerability Management Page Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-vulnerability-management-page-overview.md | |
| lighthouse | M365 Lighthouse Whats New | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-whats-new.md | |
| lighthouse | M365 Lighthouse Win365 Page Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/lighthouse/m365-lighthouse-win365-page-overview.md | |
| loop | Loop Compliance Summary | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/loop/loop-compliance-summary.md | Last updated 08/21/2023 Title: "Summary of governance, lifecycle and compliance capabilities for Loop experiences" + Title: "Summary of governance, lifecycle, and compliance capabilities for Loop experiences" f1.keywords: - NOCSH ms.localizationpriority: medium-+ - Strat_SP_admin - Microsoft 365-collaboration search.appverid: description: "Learn about the governance, data lifecycle management and compliance capabilities for Loop experiences." -# Summary of governance, lifecycle and compliance capabilities for Loop +# Summary of governance, lifecycle, and compliance capabilities for 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). Where Loop content is stored impacts the admin management, governance, data life Where the loop content was originally created determines its storage location: - Created in the Loop app ➡️️ SharePoint Embedded-- Created outside the Loop app in places that have dedicated shared storage (e.g. Teams channels) ➡️️ SharePoint-- Created outside the Loop app in all other places that don't have tightly associated collaborative storage (e.g. Teams chat, Outlook email, Word for the web, Whiteboard) ➡️️ OneDrive+- Created outside the Loop app in places with dedicated shared storage (for example, Teams channels) ➡️️ SharePoint +- Created outside the Loop app in all other places without tightly associated collaborative storage (for example, Teams chat, Outlook email, Word for the web, Whiteboard) ➡️️ OneDrive -## Summary table of admin management, governance, lifecycle and compliance capabilities based on where Loop content is stored +## Summary table of admin management, governance, lifecycle, and compliance capabilities based on where Loop content is stored |Category|OneDrive or SharePoint|SharePoint Embedded| |--|--|--| | |This column applies to Loop content: <ul><li>Created in all other places that don't have tightly associated collaborative storage (e.g. Teams chat, Outlook email, Word for the web, Whiteboard) ➡️️ in the creator's OneDrive <li>Created in places that have dedicated shared storage (e.g. Teams channels) ➡️️ SharePoint </ul>|This column applies to Loop content: <ul><li>Created inside the Loop app: Workspaces, Ideas ➡️ in SharePoint Embedded, one container per Loop workspace </ul>|-|Foundations: Admin toggles |**[Admin Toggles](/microsoft-365/loop/loop-components-configuration#available-policy-settings)** to turn on/off creation of and live rendering of Loop components in the Microsoft 365 ecosystem. If you enable Loop components in the Microsoft 365 ecosystem (the primary toggle), there are also a separate toggles to turn on/off Loop components specifically in Outlook or Teams chats and channels, and a toggle to turn on/off Loop components for collaborative meeting notes. <br><br>Organizations with eCommunication regulations can choose to leave Loop components on across the Microsoft 365 ecosystem, but use the independent toggles for communication tools while evaluating the data lifecycle, governance, and compliance capabilities listed in this table.|**[Admin Toggle](/microsoft-365/loop/loop-workspaces-configuration)** to turn on/off creation of content stored in SharePoint Embedded. This includes creating Loop Ideas, creating new workspaces, or creating new pages or components within a workspace.| -|Foundations: GDPR |**GDPR** data subject requests as part of the [Security and Compliance admin center](/compliance/regulatory/gdpr-data-subject-requests#data-subject-request-admin-tools) and [Purview eDiscovery workflows](/purview/ediscovery)|**GDPR** data subject requests as part of the [Security and Compliance admin center](/compliance/regulatory/gdpr-data-subject-requests#data-subject-request-admin-tools) and [Purview eDiscovery workflows](/purview/ediscovery)| -|Foundations: EDUB |**EUDB** compliance - [What is the EU Data Boundary?](/privacy/eudb/eu-data-boundary-learn)|**EUDB** compliance - [What is the EU Data Boundary?](/privacy/eudb/eu-data-boundary-learn)| -|Admin Management: Intune |Basic **Intune** [Device Management Support](/mem/intune/remote-actions/device-management) for Loop app on iOS and Android.|Basic **Intune** [Device Management Support](/mem/intune/remote-actions/device-management) for Loop app on iOS and Android.| -|Admin Management: Conditional Access |**[Conditional Access](/sharepoint/control-access-from-unmanaged-devices)** supported. See [manual initialization](#manually-initializing-microsoft-loop-app-for-conditional-access-management-in-microsoft-entra) for Microsoft Entra support.|**[Conditional Access](/sharepoint/control-access-from-unmanaged-devices)** supported. See [manual initialization](#manually-initializing-microsoft-loop-app-for-conditional-access-management-in-microsoft-entra) for Microsoft Entra support.| -|Admin Management: Programmatic APIs for Loop content |Yes, they're files in OneDrive or SharePoint and all current functionality applies.| **Not Yet Available**: <br>API access to Loop workspace containers: this impacts third party export and eDiscovery tools, migration tools, tools used to communicate in bulk to end-users about their content such as compliance requirements, and developer APIs.| -|Admin Management: Multi-Geo |**[Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo)** capabilities, including creation of .loop files in a user's OneDrive in the geo that matches the user's [preferred data location](/microsoft-365/enterprise/plan-for-multi-geo#best-practices) and ability to move the user's OneDrive when their preferred data location changes.|**Not Yet Available**: <br>**[Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo)** capabilities, including creation of .loop files in a user's Loop workspaces in the geo that matches the user's [preferred data location](/microsoft-365/enterprise/plan-for-multi-geo#best-practices). <br>**[Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo)** rehome of Loop workspaces and contained .loop files as needed.| -|Admin Management: User leaves organization |When a user leaves an organization, [OneDrive retention policies](/sharepoint/retention-and-deletion) apply to the .loop files just as they do to other content created by the user.|Manage the lifetime of shared Loop workspaces like you would other collaboration artifacts, like SharePoint sites or Teams channels.| -|Admin Management: Loop workspaces |n/a|See [Admin Management of Loop workspaces](#admin-management-of-loop-workspaces) for a list of capabilities that are available and also not yet available.| -|Admin Management: Recycle bin |End user Recycle bin for deleted content.|End user Recycle bin for deleted content. <br><br>**Not Yet Available**: <br>End user Recycle bin for deleted Loop workspaces.| -|Audit: Version history |**Version History** [export in Purview](/purview/ediscovery-export-search-results#step-1-prepare-search-results-for-export) or via [Graph API](/graph/api/driveitem-get-content-format).|**Version History** [export in Purview](/purview/ediscovery-export-search-results#step-1-prepare-search-results-for-export). <br><br>**Not Yet Available**: <br>API access to Loop workspace containers - this impacts third party export and eDiscovery tools.| -|Audit: logs and events |**Audit** logs for all events: search and export Microsoft 365 service events for security and compliance investigations <ol><li>use the [compliance admin center](https://compliance.microsoft.com/auditlogsearch)<li>search audit logs for "loop" or "loot" or "fluid"<li>further filter exported results by "SourceFileExtension":"loop" or "SourceFileExtension":"loot" (templates) or "SourceFileExtension":"fluid" (deprecated)|**Audit** logs for all events: search and export Microsoft 365 service events for security and compliance investigations <ol><li>use the [compliance admin center](https://compliance.microsoft.com/auditlogsearch)<li>search audit logs for Loop ApplicationID `a187e399-0c36-4b98-8f04-1edc167a0996`</ol>Note: Loop workspaces create and update .pod files to manage content in the workspace.| -|Audit: log access |**Audit** logs are retained, can be exported, and can be streamed to third party tools|**Audit** logs are retained, can be exported, and can be streamed to third party tools| -|Legal Hold and eDiscovery: Purview |Microsoft **[Purview eDiscovery](/microsoft-365/loop/loop-components-teams#do-loop-and-fluid-files-support-ediscovery)** supports search and collection, review (premium only), and export (premium only) as HTML or original. You can also download and re-upload the files to any OneDrive to view them in their native format.|Microsoft **[Purview eDiscovery](/microsoft-365/loop/loop-components-teams#do-loop-and-fluid-files-support-ediscovery)** supports search and collection, review (premium only), and export (premium only) as HTML or original. You can also download and re-upload the files to any OneDrive to view them in their native format.| -|Legal Hold and eDiscovery: Export |Microsoft **[Graph API](/graph/api/driveitem-get-content-format)** export support.|**Not Yet Available**: <br>API access to Loop workspace containers - this impacts third party export and eDiscovery tools.| -|Legal Hold and eDiscovery: 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).| -|Data Lifecycle Management: Retention policies |**[Retention policies](/microsoft-365/compliance/retention-policies-sharepoint)** are enforced.|**[Retention policies](/microsoft-365/compliance/retention-policies-sharepoint)** configured for *all SharePoint sites* are enforced on all Loop workspaces. <br><br>**Not Yet Available**: <br>Retention policies that can be overridden or set individually at the Loop workspace level.| -|Data Lifecycle Management: Retention labels |**[Retention label](/purview/retention#retention-labels)** support is available through OneDrive or SharePoint.|**Not Yet Available**: <br>**[Retention label](/purview/retention#retention-labels)** support.| -|Data Loss Prevention, Information Protection |**[Data Loss Prevention](/microsoft-365/compliance/dlp-learn-about-dlp)** (DLP) rules are enforced on content. <br><br>**Not Yet Available**: <br>**Data Loss Prevention** (DLP) end-user policy tip support.|**[Data Loss Prevention](/microsoft-365/compliance/dlp-learn-about-dlp)** (DLP) rules are enforced on content. <br><br>**Not Yet Available**: <br>**Data Loss Prevention** (DLP) end-user policy tip support.| -|Data Loss Prevention, Information Protection |**Not Yet Available**: <br>**[Sensitivity Labeling](/microsoft-365/compliance/information-protection)** (MIP).|**Not Yet Available**: <br>**[Sensitivity Labeling](/microsoft-365/compliance/information-protection)** (MIP).| +|***Foundations***||| +|Admin toggles |**[Admin Toggles](/microsoft-365/loop/loop-components-configuration#available-policy-settings)** exist to turn on or off creation of and live rendering of Loop components in the Microsoft 365 ecosystem. If you enable Loop components in the Microsoft 365 ecosystem via the primary toggle, there are additional separate toggles to turn on or off Loop components in Outlook or Teams chats and channels. There is also an additional toggle to turn on or off Loop components for collaborative meeting notes. <br><br>Organizations with eCommunication regulations can choose to leave Loop components on across the Microsoft 365 ecosystem while using the independent toggles for communication tools during evaluation of Loop's data lifecycle, governance, and compliance capabilities.|**[Admin Toggle](/microsoft-365/loop/loop-workspaces-configuration)** exists to turn on or off creation of content stored in SharePoint Embedded. This includes controlling creation of Loop Ideas and creation of new workspaces.| +|GDPR |**GDPR** data subject requests can be serviced as part of the [Security and Compliance admin center](/compliance/regulatory/gdpr-data-subject-requests#data-subject-request-admin-tools) and [Purview eDiscovery workflows](/purview/ediscovery)|**GDPR** data subject requests can be serviced as part of the [Security and Compliance admin center](/compliance/regulatory/gdpr-data-subject-requests#data-subject-request-admin-tools) and [Purview eDiscovery workflows](/purview/ediscovery)| +|EUDB |**EUDB** compliant - [What is the EU Data Boundary?](/privacy/eudb/eu-data-boundary-learn)|**EUDB** compliant - [What is the EU Data Boundary?](/privacy/eudb/eu-data-boundary-learn)| +|***Data Security, Devices***||| +|Intune |Basic **Intune** [Device Management Support](/mem/intune/remote-actions/device-management) exists for Loop app on iOS and Android.|Basic **Intune** [Device Management Support](/mem/intune/remote-actions/device-management) exists for Loop app on iOS and Android.| +|Conditional Access |**[Conditional Access](/sharepoint/control-access-from-unmanaged-devices)** is supported. See [manual initialization](#manually-initializing-microsoft-loop-app-for-conditional-access-management-in-microsoft-entra) for Microsoft Entra support.|**[Conditional Access](/sharepoint/control-access-from-unmanaged-devices)** supported. See [manual initialization](#manually-initializing-microsoft-loop-app-for-conditional-access-management-in-microsoft-entra) for Microsoft Entra support.| |Information Barriers |**[Information Barriers](/purview/information-barriers-sharepoint)** are enforced.|**[Information Barriers](/purview/information-barriers-sharepoint)** are enforced.| |Customer Key |**[Customer Lockbox](/purview/customer-lockbox-requests)** is supported.|**[Customer Lockbox](/purview/customer-lockbox-requests)** is supported.|----## Summary of governance, data lifecycle and compliance capabilities not yet available --This section repeats capabilities which aren't yet available from the table above to make it easier to evaluate the smaller list of capabilities your organization might require before using Microsoft Loop. As denoted in the summary table, the majority of the content in this section 'applies to Loop workspaces only, unless **noted. --### Admin Management -- **Programmatic APIs for Loop workspace content**: API access to Loop workspace containers isn't yet available. These APIs are required in order to use third party tools for export and eDiscovery, migration, communicate in bulk to end-users about their content such as compliance requirements, and developer APIs.-- **Multi-Geo** rehome of Loop workspaces and all contained .loop files isn't yet available.-- When users delete an entire Loop workspace, these aren't yet available in an **end-user visible Recycle bin**.-- See [Admin Management of Loop workspaces](#admin-management-of-loop-workspaces) for a more detailed list of specific admin capabilities using PowerShell and the SharePoint Admin Center.--### Data Lifecycle Management +|Programmatic APIs for Loop content |Yes, they're files in OneDrive or SharePoint and all current functionality applies.| **Not Yet Available**: <br>API access to Loop workspace containers isn't yet available. This impacts third party export and eDiscovery tools, migration tools, tools used to communicate in bulk to end-users about their content such as compliance requirements, and developer APIs.| +|***Data Lifecycle***||| +|Multi-Geo |**[Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo)** capabilities are supported, including creation of .loop files in a user's OneDrive in the geo that matches the user's [preferred data location](/microsoft-365/enterprise/plan-for-multi-geo#best-practices) and ability to move the user's OneDrive when their preferred data location changes.|**Not Yet Available**: <br>**[Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo)** capabilities, including creation of .loop files in a user's Loop workspaces in the geo that matches the user's [preferred data location](/microsoft-365/enterprise/plan-for-multi-geo#best-practices), aren't yet supported. <br>**[Multi-Geo](/microsoft-365/enterprise/microsoft-365-multi-geo)** rehome of Loop workspaces and contained .loop files as needed isn't yet supported.| +|User leaves organization |When a user leaves an organization, [OneDrive retention policies](/sharepoint/retention-and-deletion) apply to the .loop files in their OneDrive just as they do to other content created by the user. See [Loop storage](#loop-storage) for more information.|Manage the lifetime of shared Loop workspaces like you would other collaboration artifacts, like SharePoint sites or Teams channels.| +|Loop workspaces |n/a|See [Available](#available-admin-capabilities) and [Admin Management not yet available](#admin-management-not-yet-available).| +|Recycle bin |End user Recycle bin for deleted content is available.|End user Recycle bin for deleted content is available in each Loop workspace. <br><br>**Not Yet Available**: <br>End user Recycle bin for deleted Loop workspaces.| +|Version history |**Version History** [export in Purview](/purview/ediscovery-export-search-results#step-1-prepare-search-results-for-export) or via [Graph API](/graph/api/driveitem-get-content-format) is available.|**Version History** [export in Purview](/purview/ediscovery-export-search-results#step-1-prepare-search-results-for-export) is available. <br><br>**Not Yet Available**: <br>[Programmatic API access to Loop workspace containers](#programmatic-apis-not-yet-available) isn't yet available.| +|Audit logs and events |**Audit** logs for all events: search and export Microsoft 365 service events for security and compliance investigations <ol><li>use the [compliance admin center](https://compliance.microsoft.com/auditlogsearch)<li>search audit logs for "loop" or "loot" or "fluid"<li>further filter exported results by "SourceFileExtension":"loop" or "SourceFileExtension":"loot" (templates) or "SourceFileExtension":"fluid" (deprecated)|**Audit** logs for all events: search and export Microsoft 365 service events for security and compliance investigations <ol><li>use the [compliance admin center](https://compliance.microsoft.com/auditlogsearch)<li>search audit logs for Loop ApplicationID `a187e399-0c36-4b98-8f04-1edc167a0996`</ol>Note: Loop workspaces create and update .pod files to manage content in the workspace.| +|Audit log access |**Audit** logs are retained, can be exported, and can be streamed to third party tools|**Audit** logs are retained, can be exported, and can be streamed to third party tools| +|***eDiscovery***||| +|Search and Collection |Microsoft **[Purview eDiscovery](/microsoft-365/loop/loop-components-teams#do-loop-and-fluid-files-support-ediscovery)** supports search and collection, review (premium only), and export (premium only) as HTML or original. You can also download and reupload the files to any OneDrive to view them in their native format.|Microsoft **[Purview eDiscovery](/microsoft-365/loop/loop-components-teams#do-loop-and-fluid-files-support-ediscovery)** supports search and collection, review (premium only), and export (premium only) as HTML or original. You can also download and reupload the files to any OneDrive to view them in their native format.| +|Export |Microsoft **[Graph API](/graph/api/driveitem-get-content-format)** export support.|**Not Yet Available**: <br>[Programmatic API access to Loop workspace containers](#programmatic-apis-not-yet-available) isn't yet available.| +|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).| +|***Records Management***||| +|Retention policies |**[Retention policies](/microsoft-365/compliance/retention-policies-sharepoint)** are enforced.|**[Retention policies](/microsoft-365/compliance/retention-policies-sharepoint)** configured for *all SharePoint sites* are enforced on all Loop workspaces. <br><br>**Not Yet Available**: <br>Retention policies that can be overridden or set individually at the Loop workspace level aren't yet available.| +|Retention labels |**[Retention label](/purview/retention#retention-labels)** support is available through OneDrive or SharePoint.|**Not Yet Available**: <br>**[Retention label](/purview/retention#retention-labels)** is supported, but an end-user configurable experience to view or update the retention label for on each page or component isn't yet available.| +|***Data Classification***||| +|Information Protection |**[Sensitivity Labeling](/microsoft-365/compliance/information-protection)** (MIP) is available for all Loop pages and components.|**[Sensitivity Labeling](/microsoft-365/compliance/information-protection)** (MIP) is available for all Loop pages and components, and admin configurable for each Loop workspace via PowerShell. <br><br>**Not Yet Available**: <br>**[Sensitivity Labeling](/microsoft-365/compliance/information-protection)** (MIP) is configurable per Loop workspace by administrators, but not yet configurable in the Loop app by end users on each Loop workspace.| +|Data Loss Prevention |**[Data Loss Prevention](/microsoft-365/compliance/dlp-learn-about-dlp)** (DLP) rules are enforced on content with end-user policy tip support.|**[Data Loss Prevention](/microsoft-365/compliance/dlp-learn-about-dlp)** (DLP) rules are enforced on content with end-user policy tip support.| ++++## Summary of governance, data lifecycle, and compliance capabilities **not yet available** ++### Available admin capabilities ++For detailed information on existing capabilities in SharePoint Admin Center and PowerShell: + - Available: [Manage SharePoint Embedded containers in SharePoint Admin Center](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctaux) + - Available: [SharePoint Embedded container management in PowerShell](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctapowershell) ++### Not yet available ++The following sections detail capabilities that are **not yet available** for Microsoft Loop to make it easier to evaluate the smaller list of capabilities your organization might require before using Microsoft Loop. As denoted in the summary table, the content applies to Loop workspaces only. ++### Programmatic APIs not yet available +- **Programmatic APIs for Loop workspace content**: API access to Loop workspace containers isn't yet available. These APIs are required in order to use third party tools for export and eDiscovery, migration, communicating in bulk to end-users about their content such as compliance requirements, and developer APIs. ++### Admin Management not yet available +- **Multi-Geo** rehome of Loop workspaces and all contained .loop files isn't available. All Loop workspaces are created in the tenant default geo. +- When users delete an entire Loop workspace, that Loop workspace isn't available in an **end-user visible Recycle bin**. Furthermore, restoring the Loop workspace using admin tooling doesn't update in the Loop app user experience. The user would need to visit a saved page link for a workspace that's restored in order to see it again. +- 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. +- **Individual controls for guest or external sharing** of a specific Loop workspace isn't available. +- Get and set **conditional access policy** and **block download policy** tenant defaults are available. Individual controls per Loop workspace for these capabilities are not available. ++### Records Management not yet available - While Retention policies are enforced if configured at the *all SharePoint site* level, **setting or overriding the *all SharePoint sites* Retention policy on an individual Loop workspace** isn't yet available. - Retention labels aren't yet available for Loop workspace content. -### Data Loss Prevention, Information Protection -- Data Loss Prevention (DLP) rules are enforced on all Loop content, but **DLP policy tips** aren't yet displayed for **ANY Loop experiences.-- **Sensitivity Labeling (MIP/CLP)** isn't yet supported for **ANY Loop content.--**This applies to ALL Loop content, both content stored in OneDrive or SharePoint AND content stored in SharePoint Embedded. ---## Admin Management of Loop workspaces --This section provides expanded information on the subset of admin management capabilities dedicated to Loop workspaces stored in SharePoint Embedded. The Loop ApplicationID which can be used to identify Loop workspace containers is: `a187e399-0c36-4b98-8f04-1edc167a0996` --### Admin Management Capabilities Available --Admins can perform the following tasks for Loop workspaces, which are containers in SharePoint Embedded. -- PowerShell ability to- - enumerate all Loop workspaces created - - get container details including labels, storage, owners etc. - - delete, recover and purge Loop workspaces (note that the Loop app workspaces views do not yet reflect the changes, so a user would need to visit a page link for a workspace that's recovered in order to see it again) - - set sharing settings at a tenant level - - get and set sensitivity labels --See more about how to use PowerShell to perform these tasks on Loop application containers in the [Consuming Tenant admin](/sharepoint/dev/embedded/concepts/admin-exp/cta) article. --### Capabilities that aren't yet available --- PowerShell ability to- - add storage to enumeration list of Loop workspace - - control external sharing of a Loop workspace - - **Multi-Geo capabilities**, including creation of .loop files in a user's Loop workspaces in the geo that matches the user's preferred data location, and **Multi-Geo rehome** of Loop workspaces and .loop files as needed - - get and set conditional access policy, block download policy -- SharePoint Admin Center- - Loop workspaces page for active and deleted workspaces, restore, permanently delete, sort, filter, storage information - - search in active and deleted - - external sharing page integration - - bulk export - - edit sensitivity labels - - above quota management of Loop workspaces - - SharePoint Embedded Repository admin role integration -- End user Recycle Bin for deleted workspaces-+### Data Classification not yet available +- **Sensitivity Labeling (MIP/CLP)** can't be configured at the Loop workspace level within the Loop app. It can be set using PowerShell per Loop workspace and viewed in the SharePoint Embedded admin center. -## Manually Initializing Microsoft Loop app for Conditional Access management in Microsoft Entra +## Manually initializing Microsoft Loop app for Conditional Access management in Microsoft Entra -In order to select Microsoft Loop app from the cloud app target UX in the Microsoft Entra admin center | Protection | Conditional Access | Select what this policy applies to | select apps | Microsoft Loop, manual provisioning is required. +In order to select Microsoft Loop app from the cloud app target UX in the Microsoft Entra admin center: Protection | Conditional Access | Select what this policy applies to | select apps | Microsoft Loop, manual provisioning is required. 1. [Connect to Microsoft 365 with PowerShell - Microsoft 365 Enterprise | Microsoft Learn](/microsoft-365/enterprise/connect-to-microsoft-365-powershell)-1. Copy/Paste this and hit Enter on this command: +1. Copy the command, Paste into your PowerShell window's command line, and hit Enter to execute: ```PowerShell New-AzureADServicePrincipal -AccountEnabled $true -AppId a187e399-0c36-4b98-8f04-1edc167a0996 -AppRoleAssignmentRequired $false -DisplayName "Microsoft Loop app" -Tags {WindowsAzureActiveDirectoryIntegratedApp} In order to select Microsoft Loop app from the cloud app target UX in the Micros ## Managing Loop in your organization -By reviewing the above information, you can make an informed decision on whether Microsoft Loop is ready for use as a software solution in your organization. As always, we will continue to update this and other documentation to provide the compliance status of Microsoft Loop to help you make the best decisions for your organization. +By reviewing the above information, you can make an informed decision on whether Microsoft Loop is ready for use as a software solution in your organization. As always, we continue to update this and other documentation to provide the compliance status of Microsoft Loop to help you make the best decisions for your organization. |
| loop | Loop Workspaces Configuration | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/loop/loop-workspaces-configuration.md | f1.keywords: - NOCSH ms.localizationpriority: medium-+ - Strat_SP_admin - Microsoft 365-collaboration |
| syntex | Autofill Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/autofill-overview.md | Currently, autofill columns are not available for the following column data type - Document changes are captured only if the file is reprocessed, which must be done manually by the user. -> [!NOTE] -> AI-generated content might be incorrect. Be sure to check column results. +- Autofill columns use the same classification status fields as document processing models. ++ > [!NOTE] + > AI-generated content might be incorrect. Be sure to check the column results. ## Responsible AI FAQs |
| syntex | Autofill Setup | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/autofill-setup.md | + + Title: Set up and manage autofill columns in Microsoft Syntex ++++ Last updated : 05/09/2024+audience: admin ++++search.appverid: ++ - enabler-strategic + - m365initiative-syntex +ms.localizationpriority: medium +description: Learn how to set up autofill columns in Microsoft Syntex. +++# Set up and manage autofill columns in Microsoft Syntex ++The autofill columns service for Microsoft Syntex is set up in the Microsoft 365 admin center. ++## Prerequisites ++### Licensing ++Before you can use autofill columns in Syntex, you must first link an Azure subscription in [Syntex pay-as-you-go](syntex-azure-billing.md). Autofill columns in Syntex is billed based on the [type and number of transactions](syntex-pay-as-you-go-services.md). ++### Permissions ++You must have Global admin or SharePoint admin permissions to be able to access the Microsoft 365 admin center and set up autofill columns in Syntex. ++## Set up autofill columns ++After an [Azure subscription is linked to Microsoft Syntex](syntex-azure-billing.md), autofill columns is automatically set up and turned on for all SharePoint sites. ++## Manage sites ++By default, autofill columns is turned on for libraries in all SharePoint sites. Follow these steps to limit which sites users can use autofill columns. ++1. In the Microsoft 365 admin center, select <a href="https://go.microsoft.com/fwlink/p/?linkid=2171997" target="_blank">**Setup**</a>, and then select **Use content AI with Microsoft Syntex**. ++2. On the **Use content AI with Microsoft Syntex** page, select **Manage Microsoft Syntex**. ++3. On the **Microsoft Syntex** panel, select **Autofill columns**. ++4. On the **Autofill columns** panel: ++ a. Choose which site or sites this service should be enabled for. ++ b. To restrict user access to this service, under **Sites where autofill columns can be used when it's turned on**, select **Edit**. On the **Where can autofill columns be used?** panel, select **No sites** or **Selected sites (up to 100)** and follow the instructions to either select the sites or upload a CSV listing a maximum of 100 sites. You can then manage site access permissions for the sites you selected. ++ c. Select **Save**. |
| syntex | Autofill | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/autofill.md | + + Title: Create an autofill column in Microsoft Syntex ++++ Last updated : 05/09/2024+audience: admin ++++search.appverid: ++ - enabler-strategic + - m365initiative-syntex +ms.localizationpriority: medium +description: Learn how to use autofill columns extract specific information in Microsoft Syntex. +++# Create an autofill column in Microsoft Syntex ++Autofill is a new setting in the **Create a column** panel that lets you use natural language prompts to extract specific information or generate information from files within a SharePoint library. The information is then displayed in the columns of the library. You can set up multiple autofill columns in the same library. ++## Create a new autofill column ++To create a new autofill column, follow these steps: ++1. In a SharePoint library, select **+Add Column**, select the type of column you want, and then select **Next**. ++  ++2. On the **Create a column** panel, enter a name for the column heading and a brief description of the column information. ++  ++3. In the **Autofill** section, select **Set up**. ++4. On the **Autofill** panel, in the **Prompt** box, create the prompt. The prompt identifies the type of information you want to extract from a file to a column. ++ For **Text** and **Multiple lines of text** only, a suggested prompt is automatically generated. Select the **Refresh** button to see a different suggested prompt. Select the suggested prompt to add it to the **Prompt** box, and you can edit it as needed. For other column types, see these [suggested prompts](#suggested-prompts-for-other-column-types). ++  ++5. In the **Test the prompt** section, select a file to test the prompt using the files in the library. The results display in the **Result** box. If needed, you can modify the prompt and retest it until you achieve the result you want. ++6. When have the prompt you want, select **Save**. The new column displays in the library. ++ > [!TIP] + > If you are setting up more than one autofill column, you can help minimize your transaction costs by completing the setup of all autofill columns before processing. ++7. To process existing library content, select the files for which you want to apply the autofill column. Then from the command bar, select **More options** (**...**) > **Autofill**. ++  ++ You see a message indicating that autofill is starting to process the files and that it might take time to complete processing. ++8. After an autofill setting on a column is saved, any new files uploaded to the library are automatically processed, and the extracted information is saved to the corresponding columns. ++ > [!NOTE] + > AI-generated content might be incorrect. Be sure to check the column results. ++## Update an existing autofill column ++To edit a prompt or update an autofill column, follow these steps: ++1. In the document library, select the column, and then select **Column settings** > **Edit**. ++2. On the **Edit column** panel, in the **Autofill** section, select **Edit prompt**. ++  ++3. On the **Autofill** panel, in the **Prompt** box, modify the wording as needed. ++4. In the **Test the prompt** section, select a file to test the prompt using the files in the library. You can modify the prompt and retest it until you achieve the result you want. ++5. When have the prompt you want, select **Save**. ++## Turn off the autofill setting on a column ++To turn off autofill on a specific column, follow these steps: ++1. In the document library, select the column, and then select **Column settings** > **Edit**. ++2. On the **Edit column** panel, in the **Autofill** section, switch the toggle to **Off**. ++  ++3. Select **Save**. ++## Suggested prompts for other column types ++|Column type |Suggested prompt |Example | +|||| +|**Number** | \<insert the question here>? Respond with a valid number. If no proper answer is found, respond with \<insert default response>. | What is the total number of hours agreed upon? Respond with a valid number. If no proper answer is found, respond with "Not applicable." | +|**Yes/No** | \<insert the question here>? Respond with "Yes" or "No" and only "Yes" or "No." If the documents don't provide enough information, leave the answer blank. | Is the tenant required to have renter's insurance? Respond with "Yes" or "No" and only "Yes" or "No." If the documents don't provide enough information, leave the answer blank. | +|**Date and time** | \<insert the question here>? Format the answer as a valid C# datetime. If no proper answer is found, respond with \<insert default response>. | What is the deadline for the quarterly financial report submission? Format the answer as a valid C# datetime. If no proper answer is found, respond with "No deadline set." | +|**Choice** | Make a decision about this document based on the following categories: \<Choice 1>, \<Choice 2> and \<Choice 3>. Reply with one of the choices only. Reply with "None of the above" if none of the choices fits. | Make a decision about this sales agreement based on the following categories: Signatory Approval, Legal Review, and Finalize Sale. Reply with one of the choices only. Reply with "None of the above" if none of the choices fits. | +|**Choice** | Make a decision about this document based on the following categories: \<Choice 1> \<insert description for choice 1>, \<Choice 2> \<insert description for choice 2>, and \<Choice 3> \<insert description for choice 3>. Reply with one of the choices only. Reply with "None of the above" if none of the choices fits. | Make a decision about this document based on the following categories: Approval Needed: Requires managerial review and approval before proceeding, Information Only: For informational purposes and doesn't require any action, and Urgent Update: Contains time-sensitive information that requires immediate attention and updating. Reply with one of the choices only. Reply with "None of the above" if none of the choices fits. | +|**Hyperlink** | \<insert the question here>? Reply with the name formatted as a valid URL. | Who is the insurance provider? Reply with the name formatted as a valid URL. | +|**Currency** | \<insert the question here>? Reply in a valid U.S. currency format. If the documents don't provide enough information, leave the answer blank. | What is the total cost of the project as detailed in the invoice? Reply in a valid U.S. currency format. If the documents don't provide enough information, leave the answer blank. | ++> [!NOTE] +> To see the column types that are currently available for autofill, see [Supported column data types](autofill-overview.md#supported-column-data-types). ++<!|**Text** | \<insert the question here>? The answer needs to be fewer than 255 characters. If no proper answer is found, respond with \<insert default response>. | Who is the broker listed in the agreement? The answer needs to be fewer than 255 characters. If no proper answer is found, respond with "None." | +|**Text** | \<insert the question here>? If no proper answer is found, respond with \<insert default response>. | What is the current status of the project milestone? If no proper answer is found, respond with "Status pending review." | +|**Multiple lines of text** | \<insert the question here>? If no proper answer is found, respond with \<insert default response>. | What is the description of the project scope? If no proper answer is found, respond with "None found." |> |
| syntex | Set Up Microsoft Syntex | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/set-up-microsoft-syntex.md | The following table provides links to the specific setup instructions for each s |Prebuilt document processing | [Set up prebuilt document processing](prebuilt-setup.md) | |Structured and freeform document processing | [Set up structured and freeform document processing](structured-freeform-setup.md) | |Unstructured document processing | [Set up unstructured document processing](unstructured-setup.md) |+|Autofill columns | [Set up autofill columns](autofill-setup.md) | |Content assembly | [Set up content assembly](content-assembly-setup.md) | |Image tagging | [Set up image tagging](image-tagging-setup.md) | |Taxonomy tagging | [Set up taxonomy tagging](taxonomy-tagging-setup.md) | |
| syntex | Syntex Azure Billing | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/syntex-azure-billing.md | The following Microsoft Syntex products are currently available: - Prebuilt document processing - Structured and freeform document processing - Unstructured document processing+- Autofill columns - Content assembly - Image tagging - Taxonomy tagging |
| syntex | Syntex Licensing | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/syntex-licensing.md | Pay-as-you-go currently supports the following Syntex - Prebuilt document processing - Structured and freeform document processing - Unstructured document processing+- Autofill columns - Content assembly - Image tagging - Taxonomy tagging |
| syntex | Syntex Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/syntex-overview.md | You can dive deeper into your content to truly understand it, and you can turn t ## Syntex services +### Autofill columns ++ :::column span=""::: +  + :::column-end::: + :::column span="3"::: + Autofill columns automatically extract, summarize, or generate content from files uploaded to a SharePoint document library. Using large language models (LLMs), designated columns can save metadata automatically, streamlining the process of managing files and their associated information. + :::column-end::: ++[Learn more about autofill columns in Microsoft Syntex.](autofill-overview.md) + ### Content assembly :::row::: :::column span="3":::- With Syntex, you can use content assembly to automatically generate standard repetitive business documents, such as contracts, statements of work, service agreements, letters of consent, and correspondence. You can do all these tasks quicker, more consistently, and with fewer errors in Syntex. + Use content assembly to automatically generate standard repetitive business documents, such as contracts, statements of work, service agreements, letters of consent, and correspondence. You can do all these tasks quicker, more consistently, and with fewer errors in Syntex. :::column-end::: :::column span="":::  |
| syntex | Syntex Pay As You Go Services | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/syntex-pay-as-you-go-services.md | When you use Microsoft Syntex [pay-as-you-go](syntex-azure-billing.md), services |Prebuilt document processing|The number of pages processed for PDF or image files. Each of these counts as one transaction. You won't be charged for model training. You're charged for processing whether or not there's a positive classification, or any entities extracted.<br><br>Processing occurs on document upload and on subsequent updates. Processing is counted for each model applied. For example, if you have two models applied to a library and you upload or update a five-page document in that library, the total pages processed is 10.|$0.01/transaction| |Structured and freeform document processing|The number of pages processed for PDF or image files. Each of these counts as one transaction. You won't be charged for model training. You're charged for processing whether or not there's a positive classification, or any entities extracted.<br><br>Processing occurs on document upload and on subsequent updates. Processing is counted for each model applied. For example, if you have two models applied to a library and you upload or update a five-page document in that library, the total pages processed is 10.<br><br>If you have AI Builder credits allocated to the environment, these credits are used first. Once the credits are exhausted, the processing transactions are charged to the meter.|$0.05/transaction| |Unstructured document processing|The number of pages processed for Word, PDF, or TIFF files; the number of sheets for Excel files; the number of slides for PowerPoint files; or the number of files for other file types. Each of these counts as one transaction. You won't be charged for model training. You're charged for processing whether or not there's a positive classification, or any entities extracted.<br><br>Processing occurs on document upload and on subsequent updates. Processing is counted for each model applied. For example, if you have two models applied to a library and you upload or update a five-page document in that library, the total pages processed is 10.|$0.05/transaction|+|Autofill columns |The number of pages processed. Each processed page counts as one transaction. Cost is the same for one or more prompts per page. |$0.05/transaction | |Content assembly |The number of documents (Word or PDF) created using Syntex templates. Each processed document counts as one transaction.<br><br>If you have an existing Syntex per-user license, you won't be charged for generating documents manually but will be charged for automated document generation using Power Automate. |$0.15/transaction | |Image tagging |The number of images processed. Each processed image counts as one transaction. You wonΓÇÖt be charged if you only enable pay-as-you-go billing for image tagging. You are charged only when you [enable image tagging on a document library](image-tagging.md). |$0.001/transaction | |Taxonomy tagging |The number of documents processed. Each processed document counts as one transaction. You wonΓÇÖt be charged if you only enable pay-as-you-go billing for taxonomy tagging. You're charged only when you [enable taxonomy tagging on a document library](taxonomy-tagging.md). |$0.05/transaction | |
| topics | Manage Topic Discovery | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/topics/manage-topic-discovery.md | |
| topics | Manage Topic Visibility | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/topics/manage-topic-visibility.md | |
| topics | Set Up Topic Experiences | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/topics/set-up-topic-experiences.md | description: Learn how to set up Topics and manage your settings. You can use the Microsoft 365 admin center to set up and configure [Topics](topic-experiences-overview.md). -It is important to plan the best way to set up and configure topics in your environment. Be sure to read [Plan for Topics](plan-topic-experiences.md) before you begin the procedures in this article. +It's important to plan the best way to set up and configure topics in your environment. Be sure to read [Plan for Topics](plan-topic-experiences.md) before you begin the procedures in this article. You must be [subscribed to a license that includes Topics](https://www.microsoft.com/microsoft-viva/topics) and be a global administrator, or both SharePoint administrator and groups administrator to access the Microsoft 365 admin center and set up Topics. You can take either path through your Microsoft 365 admin center to set up Topic 1. Choose which SharePoint sites Topics can source information from. - **All sites**: All SharePoint sites in your organization. This includes current and future sites. - **All, except selected sites**: Type the names of the sites you want to exclude. You can also upload a list of sites that you want to opt out from discovery. Sites created in future will be included as sources for topic discovery.- - **Only selected sites**: Type the names of the sites you want to include. You can also upload a list of sites. Sites created in the future will not be included as sources for topic discovery. + - **Only selected sites**: Type the names of the sites you want to include. You can also upload a list of sites. Sites created in the future won't be included as sources for topic discovery. - **No sites**: Do not include any SharePoint sites. 2. Then choose **Next**. On the **Topic center** page, you can create your topic center site where users Review the settings you've chosen. Once everything is correct, choose **Finish**. You can manage your settings later by going back to your Topics setup page and choosing **Manage Topics**. -Note that topics won't show up for your users immediately.You can monitor the number of topics found in your [analytics page](topics-analytics.md). +Note that topics won't show up for your users immediately. You can monitor the number of topics found in your [analytics page](topics-analytics.md). By default, the only person who can manage Topics for your organization is the admin. You can change this setting by following the steps to [manage topics](#manage-topics) and going to the [**Topic permissions**](#topic-permissions) section. On the Topic discovery page, you'll choose how Viva Topics sources and identifie 1. In the **Select SharePoint topic sources** section, select which SharePoint sites will be crawled as sources for your topics during discovery. Choose from: - **All sites**: All SharePoint sites in your organization. This includes current and future sites.* - **All, except selected sites**: Type the names of the sites you want to exclude. You can also upload a list of sites that you want to opt out from discovery. Sites created in future will be included as sources for topic discovery.- - **Only selected sites**: Type the names of the sites you want to include. You can also upload a list of sites. Sites created in the future will not be included as sources for topic discovery. + - **Only selected sites**: Type the names of the sites you want to include. You can also upload a list of sites. Sites created in the future won't be included as sources for topic discovery. - **No sites**: Do not include any SharePoint sites. 2. Select **Save**. |
| topics | Topic Experiences Overview | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/topics/topic-experiences-overview.md | For more information about admin controls, see [assign user permissions](./plan- ## Topic curation and suggestions -AI will continually work to provide you suggestions to improve your topics as changes occur in your environment. +AI will continually work to provide you with suggestions to improve your topics as changes occur in your environment. Users with edit or create topics permissions can make updates to topic pages directly if they want to make corrections or add additional information. They can also add new topics that AI wasn't able to identify. If there's enough information on these manually added topics, and AI is able to identify this type of topic, additional suggestions from AI might enhance these manually added topics. Users that you allow access to see topics in their daily work might be asked if For more information, see [Topic discovery and curation](./topic-experiences-discovery-curation.md). -## Provide us feedback +## Provide us with feedback At Microsoft we take feedback from our customers very seriously. The feedback you provide for Topics will be used to troubleshoot, fix bugs, enhance existing features, and develop new ones. |
| topics | Topic Experiences Security Privacy | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/topics/topic-experiences-security-privacy.md | |
| topics | Topic Experiences User Permissions | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/topics/topic-experiences-user-permissions.md | |
| whiteboard | Deploy On Windows Organizations | https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/whiteboard/deploy-on-windows-organizations.md | |