32,39 €
Mehr erfahren.
- Herausgeber: Packt Publishing
- Kategorie: Fachliteratur
- Sprache: Englisch
Step into the world of Microsoft 365 administration with this comprehensive second edition of the Microsoft 365 Administration Cookbook. Leveraging the expertise of Nate Chamberlain, a Microsoft 365 expert who has helped millions through his books, blog, and YouTube channel, this book breaks down complex administration tasks into manageable, bite-sized recipes.
Covering everything from setting up your tenant to mastering identity roles, this edition also highlights the power of PowerShell to boost your capabilities. You’ll learn how to manage communication, collaboration, security, compliance, and more within Microsoft 365.
Packed with practical recipes for both common and advanced administrative tasks, you’ll gain expertise in managing SharePoint Online and Microsoft Teams, and refining user management with Microsoft Entra ID. You’ll also learn how to configure Viva Engage, fortify your defenses with Microsoft Defender, and ensure compliance with Microsoft Purview.
By the end of this book, you’ll have sharpened your administrative skills, gleaned actionable insights, and learned best practices. Whether you’re a veteran admin looking for innovative solutions or a newcomer building a solid skill set, this cookbook is an indispensable resource for your professional growth.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 479
Veröffentlichungsjahr: 2024
Ähnliche
Microsoft 365 Administration Cookbook
Enhance your Microsoft 365 productivity to manage and optimize its apps and services
Nate Chamberlain
Microsoft 365 Administration Cookbook
Copyright © 2024 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Group Product Manager: Dhruv Jagdish Kataria
Publishing Product Manager: Prachi Sawant
Book Project Manager: Ashwini Gowda
Senior Editor: Apramit Bhattacharya
Technical Editor: Nithik Cheruvakodan
Copy Editor: Safis Editing
Proofreader: Apramit Bhattacharya
Indexer: Manju Arasan and Subalakshmi Govindhan
Production Designer: Prashant Ghare
DevRel Marketing Coordinator: Marylou De Mello
First published: November 2020
Second edition: November 2024
Production reference: 1031024
Published by Packt Publishing Ltd.
Grosvenor House
11 St Paul’s Square
Birmingham
B3 1RB, UK
ISBN 978-1-83588-802-5
www.packtpub.com
To my husband, William: your boundless love and encouragement are the secret ingredients in every recipe in this book. Thank you for adding zest to my life and our community.
Also, to our furry sous-chefs, Baxter and Lia, for bringing joy and comfort to my office and reminding me to take breaks and savor the small moments.
– Nate Chamberlain
Foreword
Welcome to a comprehensive guide for one of the most important roles in any organization, the Microsoft 365 tenant administrator. IT administration and service management of a variety of systems has been the cornerstone of my career for more than 25 years. The very many things required from this role in the modern era can feel daunting; systems are more complex, priorities and staffing are tight, and the consequences of inattentive management are high. That is why you have rightly picked up this valuable text in your hands.
Nate Chamberlain’s dedication to empowering Microsoft 365 administrators is clear by the sheer volume of research, experience, and skill that has gone into compiling this volume. With a comprehensive approach to the guide the readers, this cookbook will provide you with the means to achieve the goal of a well-run, properly managed environment. Going beyond core tenant administration to incorporate management of essential tools like Exchange, OneDrive, Microsoft Teams, Power Platform, and more, this guide gives you a complete overview of essential tasks, PowerShell scale administrative tools, among other things.
Nate and I both count ourselves privileged to be a part of a far-reaching community of professionals that surround Microsoft 365, and we do all we can to create a supportive environment for continued learning. Your role as an administrator is not just technical – it is business critical. Nate and I know one thing for sure: the role will keep evolving, and your career journey can take you as far as you want to go. Use this guide and then expand your ongoing and real-world experience by participating in the technical community either via the Microsoft forums online at https://aka.ms/techcommunity or by attending free, local training events which you can find at https://communitydays.org. There you will meet people doing this work and more and you can continue to expand your experience with Microsoft 365.
At Microsoft, we take your commitment to our products seriously and thank you for the time you spend dedicating yourself to these. It is truly an honor to serve you while you are on your professional journey. Share your experience with us in the community and, most importantly, keep learning!
Karuana Gatimu
Director, Microsoft 365 Customer Advocacy Group
Collaborative Apps & Platform Engineering
Microsoft
Contributors
About the author
Nate Chamberlain is a Microsoft 365 expert from Kansas City, Missouri, specializing in training, business analysis, and Power Platform solution development. As a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP), he empowers individuals and organizations to maximize Microsoft 365 tools, including SharePoint, Power Platform, and Microsoft Teams.
Nate regularly contributes to the tech community through his books, website, and YouTube channel, sharing content and tutorials that have amassed millions of views, making complex topics more accessible.
Outside his professional endeavors, Nate volunteers at the Kansas City Zoo and Aquarium as a docent, educating visitors about wildlife and conservation.
Thank you to my team at Packt for making the writing and editing process so efficient and enjoyable. Your efforts have not gone unnoticed and are greatly appreciated. I’m proud to share this accomplishment with each of you.
About the reviewers
Greg Swart is a technology evangelist who has been working with Microsoft Modern Workplace tools and solutions for 12+ years and is passionate about business process transformation. He has worked in higher education, construction, and as a senior consultant to help companies get more out of their Microsoft 365 investments. He now works as a technology manager with an engineering enterprise using Microsoft 365 to support large-scale technical operations.
William Brand has worked for over 16 years in the information technology field, with a dedicated focus on Microsoft 365 for over 8 years. His multifaceted career has spanned roles as a developer, administrator, and analyst across diverse sectors, including finance, engineering, and energy. William holds an MSc from Napier University in Edinburgh and is a member of the British Computer Society (BCS). He currently serves as a technical specialist at a prominent UK bank. His expertise encompasses Microsoft 365, Power Platform, Copilot, and AI. When he’s not immersed in code and tech, he enjoys cherished moments with his family and dogs in Scotland. His diverse interests include music, hi-fi systems, literature, and 3D printing.
William extends his heartfelt gratitude to his wife, Margaret, and his daughters, Phoebe and Amelia, for their support and understanding of the demands of working in a field that is constantly changing. Sincere thanks are also extended to colleagues over the years, the entire tech community, and the team at Microsoft. Their collective passion has fueled his perpetual quest for knowledge and enjoyment of learning.
Table of Contents
Preface
1
Microsoft 365 Setup and Basic Administration
Technical requirements
Accessing the admin centers
Getting ready
How to do it…
How it works…
See also
Setting up PowerShell
Getting ready
How to do it…
How it works…
There’s more…
See also
Viewing and filtering the Microsoft 365 roadmap
Getting ready
How to do it…
How it works…
See also
Discovering upcoming changes via Microsoft 365 Message center
Getting ready
How to do it…
How it works…
There’s more…
See also
Opening a service request
Getting ready
How to do it…
How it works…
Monitoring service request status
Getting ready
How to do it…
How it works…
There’s more…
Adding a domain
Getting ready
How to do it…
How it works…
There’s more…
See also
Changing the domain for users
Getting ready
How to do it…
How it works…
See also
Assigning a license to a user
Getting ready
How to do it…
How it works…
There’s more…
See also
Assigning a license to a group
Getting ready
How to do it…
How it works…
See also
Customizing navigation of the admin center
Getting ready
How to do it…
How it works…
Personalizing your admin center home page
Getting ready
How to do it…
How it works…
There’s more…
2
Microsoft 365 Identity and Roles
Technical requirements
Creating a new user
Getting ready
How to do it…
How it works…
There’s more…
See also
Importing users in bulk
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a new Microsoft 365 group
Getting ready
How to do it…
How it works…
There’s more…
See also
Enabling security defaults (MFA) in Entra ID
Getting ready
How to do it…
How it works…
There’s more…
See also
Exporting users
Getting ready
How to do it…
How it works…
There’s more…
See also
Managing guest users
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a user template
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting users from creating new Microsoft 365 groups
Getting ready
How to do it…
How it works…
There’s more…
See also
Assigning the User Administrator role
Getting ready
How to do it…
How it works…
There’s more…
See also
Managing admin roles in the Microsoft 365 admin center
Getting ready
How to do it…
How it works…
There’s more…
See also
3
Administering Microsoft 365 with PowerShell
Technical requirements
Getting a list of all available commands
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a user
Getting ready
How to do it…
How it works…
There’s more…
See also
Disabling a user
Getting ready
How to do it…
How it works…
There’s more…
See also
Changing user settings or profile information
Getting ready
How to do it…
How it works…
There’s more…
See also
Getting a list of all users with user properties
Getting ready
How to do it…
How it works…
There’s more…
See also
Changing a user password
Getting ready
How to do it…
How it works…
There’s more…
See also
Connecting via PowerShell to SharePoint Online
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a SharePoint Online site
Getting ready
How to do it…
How it works…
There’s more…
See also
Adding a new site admin to all SharePoint Online sites
Getting ready
How to do it…
How it works…
There’s more…
See also
Restoring a deleted OneDrive site
Getting ready
How to do it…
How it works…
There’s more…
See also
Hiding Microsoft 365 groups from the Global Address List
Getting ready
How to do it…
How it works…
There’s more…
See also
Preventing external senders from emailing internal Microsoft 365 groups
Getting ready
How to do it…
How it works…
There’s more…
See also
4
Managing Exchange Online
Technical requirements
Creating a new user with a mailbox
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a mail-enabled security group
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating an Exchange Online shared mailbox
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a distribution list
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a dynamic distribution list
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating an Exchange-specific retention policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a mail flow rule
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring spam filter policies
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating room and equipment resources
Getting ready
How to do it…
How it works…
There’s more…
See also
Enabling ATP features
Getting ready
How to do it…
How it works…
There’s more…
See also
5
Setting Up and Configuring Microsoft Search
Technical requirements
Creating an acronym
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a bookmark
Getting ready
How to do it…
How it works…
There’s more…
See also
Importing bookmarks in bulk from CSV
Getting ready
How to do it…
How it works…
There’s more…
See also
Adding a location
Getting ready
How to do it…
How it works…
There’s more…
See also
Adding a Q&A result
Getting ready
How to do it…
How it works…
There’s more…
See also
Setting up usage of Microsoft Search in Bing
Getting ready
How to do it…
How it works…
There’s more…
See also
Assigning Search Administrator and Search Editor roles
Getting ready
How to do it…
How it works…
There’s more…
See also
Using Search Insights dashboard reports
Getting ready
How to do it…
How it works…
There’s more…
See also
6
Administering OneDrive for Business
Technical requirements
Enabling external sharing
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring external sharing permission levels
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting sharing to specific domains
Getting ready
How to do it…
How it works…
There’s more…
See also
Enabling local sync of files
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting local syncing to PCs on specific domains
Getting ready
How to do it…
How it works…
There’s more…
See also
Setting up compliance safeguards
Getting ready
How to do it…
How it works…
There’s more…
See also
Providing individuals access to another user’s OneDrive content
Getting ready
How to do it…
How it works…
There’s more…
See also
Setting the default share link type
Getting ready
How to do it…
How it works…
There’s more…
See also
Adjusting all users’ default storage allocation and retention periods
Getting ready
How to do it…
How it works…
There’s more…
See also
Migrating data using the SPMT
Getting ready
How to do it…
How it works…
There’s more…
See also
7
Configuring Power Platform
Technical requirements
Creating a new Power Platform environment
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a Dataverse database
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting certain connectors in Power Apps and Power Automate from accessing business data
Getting ready
How to do it…
How it works…
There’s more…
See also
Using Analytics to explore usage, failures, and performance in Microsoft Power Platform
Getting ready
How to do it…
How it works…
There’s more…
See also
Installing an on-premises data gateway
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting users from installing on-premises data gateways
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting Power BI’s Publish to web (anonymous share) ability to specific security group members
Getting ready
How to do it…
How it works…
There’s more…
See also
Auditing Power BI embed codes created by your organization
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring a default logo, cover image, and theme for Power BI
Getting ready
How to do it…
How it works…
There’s more…
See also
8
Administering SharePoint Online
Technical requirements
Creating a new site
Getting ready
How to do it…
How it works…
There’s more…
See also
Deleting a site
Getting ready
How to do it…
How it works…
There’s more…
See also
Limiting external sharing abilities
Getting ready
How to do it…
How it works…
There’s more…
See also
Setting stricter external sharing settings for a specific site
Getting ready
How to do it…
How it works…
There’s more…
See also
Setting the default share link type
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring site collection storage
Getting ready
How to do it…
How it works…
There’s more…
See also
Importing data from network locations using the Migration Manager or SPMT
Getting ready
How to do it…
How it works…
There’s more…
See also
Hiding the subsite creation button
Getting ready
How to do it…
How it works…
There’s more…
See also
Designating a site as a hub site and associating other sites with it
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting access by IP address
Getting ready
How to do it…
How it works…
There’s more…
See also
9
Managing Microsoft Teams
Technical requirements
Creating a team
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a Team policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring meeting settings
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a Meeting policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating an Events policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a Messaging policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Applying a policy (Team/Meeting/Messaging) to specific users
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring Teams setup policies
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring external access
Getting ready
How to do it…
How it works…
There’s more…
See also
Configuring guest access
Getting ready
How to do it…
How it works…
There’s more…
See also
Reviewing all teams and their owners
Getting ready
How to do it…
How it works…
There’s more…
See also
10
Managing Viva Engage
Technical requirements
Understanding admin roles for Viva Engage
Getting ready
How to do it…
How it works…
There’s more…
See also
Pinning Viva Engage in Teams
Getting ready
How to do it…
How it works…
There’s more…
See also
Assigning the Corporate Communicator role to a user
Getting ready
How to do it…
How it works…
There’s more…
See also
Customizing the look of your Viva Engage network
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a Viva Engage community
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a dynamic Viva Engage community
Getting ready
How to do it…
How it works…
There’s more…
See also
Restricting posts in the All Company community
Getting ready
How to do it…
How it works…
There’s more…
See also
11
Configuring and Managing Users in Microsoft Entra ID
Technical requirements
Creating and populating Microsoft Entra ID
Getting ready
How to do it…
How it works…
There’s more…
See also
Adding branding to the Entra ID sign-in page
Getting ready
How to do it…
How it works…
There’s more…
See also
Adding a privacy statement to the Entra ID sign-in page
Getting ready
How to do it…
How it works…
There’s more…
See also
Adding SSO for an application
Getting ready
How to do it…
How it works…
There’s more…
See also
Getting direct sign-on links for organizational apps
Getting ready
How to do it…
How it works…
There’s more…
See also
Installing and connecting to the Microsoft Graph SDK via PowerShell
Getting ready
How to do it…
How it works…
There’s more…
See also
Adding/removing users via PowerShell in Microsoft Graph
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating an Access review report in Entra ID
Getting ready
How to do it…
How it works…
There’s more…
See also
Reviewing and completing an Access review report in Entra ID
Getting ready
How to do it…
How it works…
There’s more…
See also
Enabling self-service password reset
Getting ready
How to do it…
How it works…
There’s more…
See also
12
Understanding Microsoft Defender
Technical requirements
Creating a threat protection policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Setting up a Safe Links policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Setting up a Safe Attachments policy
Getting ready
How to do it…
How it works…
There’s more…
See also
Accessing and reviewing an organization’s Secure Score
Getting ready
How to do it…
How it works…
There’s more…
See also
Complying with Secure Score security configuration recommendations
Getting ready
How to do it…
How it works…
There’s more…
See also
Assigning permissions for non-IT users to Microsoft Defender
Getting ready
How to do it…
How it works…
There’s more…
See also
Monitoring Microsoft Defender reports
Getting ready
How to do it…
How it works…
There’s more…
See also
Utilizing threat investigation and response capabilities
Getting ready
How to do it…
How it works…
There’s more…
See also
13
Understanding the Microsoft Purview Portal
Technical requirements
Viewing a report on all users who have accessed a specific SharePoint file
Getting ready
How to do it…
How it works…
There’s more…
See also
Accessing Microsoft’s HIPAA business associate agreement
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a DLP policy to protect content with HIPAA-protected data detected
Getting ready
How to do it…
How it works…
There’s more…
See also
Using DLP to automatically report HIPAA incident reports
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a custom sensitive information type based on keywords
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a DLP policy for content with custom keywords in the name or subject
Getting ready
How to do it…
How it works…
There’s more…
See also
Tuning a DLP policy’s sensitivity
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating a retention policy to retain content for seven years
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating and using an eDiscovery case
Getting ready
How to do it…
How it works…
There’s more…
See also
Assigning permissions for non-IT users to Microsoft Purview
Getting ready
How to do it…
How it works…
There’s more…
See also
Using Communication Compliance to identify potential policy violations in messages
Getting ready
How to do it…
How it works…
There’s more…
See also
14
Monitoring Microsoft 365 Apps and Services
Technical requirements
Finding at-risk users
Getting ready
How to do it…
How it works…
There’s more…
See also
Creating alerts for specific activities performed by users in OneDrive
Getting ready
How to do it…
How it works…
There’s more…
See also
Reviewing mail handling to see spam and malware history
Getting ready
How to do it…
How it works…
There’s more…
See also
Identifying your least active SharePoint sites
Getting ready
How to do it…
How it works…
There’s more…
See also
Analyzing search activity throughout Microsoft 365
Getting ready
How to do it…
How it works…
There’s more…
See also
Checking service health status and known issues
Getting ready
How to do it…
How it works…
There’s more…
See also
Checking general usage data for Microsoft 365 apps and services
Getting ready
How to do it…
How it works…
There’s more…
See also
Checking Teams usage and user activity
Getting ready
How to do it…
How it works…
There’s more…
See also
Monitoring Power Apps and Power Automate usage and activity
Getting ready
How to do it…
How it works…
There’s more…
See also
Appendix
Purchase a subscription
Compare Microsoft 365 subscriptions
Compare additional services
Purchase licenses
Upgrade a license
Renew a license
Useful resources
Index
Other Books You May Enjoy
Preface
Microsoft 365 Administration Cookbook is an essential resource for IT professionals looking to streamline their organization’s Microsoft 365 management and administration tasks. This comprehensive guide covers a wide range of topics, from initial setup and configuration to advanced management techniques, providing step-by-step instructions and practical tips to help administrators efficiently manage their Microsoft 365 environment. The book is structured to facilitate easy understanding and quick implementation, making it an invaluable reference for both novice and experienced administrators.
Who this book is for
This book is designed for IT professionals, system administrators, and technical support staff responsible for managing Microsoft 365 environments. A basic understanding of Microsoft 365 and general IT administration concepts is assumed. Whether you are new to Microsoft 365 or looking to enhance your existing skills, this book provides the knowledge and tools necessary to effectively administer and optimize your organization’s Microsoft 365 services.
What this book covers
Chapter 1, Microsoft 365 Setup and Basic Administration, guides you through the initial setup and configuration of your Microsoft 365 tenant, including domain setup, DNS configuration, and initial user and group licensing.
Chapter 2, Microsoft 365 Identity and Roles, looks at the management and automation of user accounts and groups, including tips for managing large numbers of users efficiently.
Chapter 3, Administering Microsoft 365 with PowerShell, introduces PowerShell scripting for automating common administrative tasks, saving time and reducing the potential for errors.
Chapter 4, Managing Exchange Online, provides detailed instructions for configuring and managing Exchange Online, including mailbox setup, email flow configuration, and security settings.
Chapter 5, Setting Up and Configuring Microsoft Search, focuses on setting up and managing Microsoft Search, including creating bookmarks, acronyms, and managing search results to enhance the user experience.
Chapter 6, Administering OneDrive for Business, delves into configuring OneDrive settings for individual user document storage and sharing, managing default settings, and migrating data from local network locations to OneDrive.
Chapter 7, Configuring Power Platform, covers the administration of Power Platform services such as Power BI, Power Automate, and Power Apps, providing insights into data visualization, automation, and app experiences.
Chapter 8, Administering SharePoint Online, discusses the creation and management of SharePoint sites, sharing abilities, and permissions, aimed at facilitating effective collaboration within your organization.
Chapter 9, Managing Microsoft Teams, explains how to set up and manage Microsoft Teams, including team creation, policy configuration, and integration with other Microsoft 365 services.
Chapter 10, Managing Viva Engage, introduces Viva Engage (formerly Yammer), focusing on creating communities, assigning roles, and customizing the user experience to foster a connected organizational culture.
Chapter 11, Configuring and Managing Users in Microsoft Entra ID, provides detailed instructions on using Microsoft Entra ID for advanced user management, access restrictions, group management, and licensing.
Chapter 12, Understanding Microsoft Defender, covers core security features and functions of Microsoft Defender within Microsoft 365, including monitoring your Secure Score and setting up threat protection policies.
Chapter 13, Understanding the Microsoft Purview Portal, focuses on data loss prevention and eDiscovery within Microsoft 365, ensuring the protection of sensitive data and compliance with legal standards.
Chapter 14, Monitoring Microsoft 365 Apps and Services, explains how to utilize various reporting and analysis tools available in Microsoft 365 to monitor user activities, service health, and app usage to ensure optimal performance.
To get the most out of this book
To fully benefit from this book, you should have a basic understanding of Microsoft 365 and general IT administration principles. Familiarity with the Microsoft 365 admin center, Microsoft 365 apps and services, and PowerShell will be advantageous. The book assumes a Windows, macOS X, or Linux operating system environment.
Note that Teams Desktop on Linux was retired in 2022, but you can still use the admin centers via a browser and PowerShell for administration.
Software/hardware covered in the book
OS requirements
PowerShell 7.0 or later
Windows 8.1 and later, macOS 10.13 and later, and Linux (various) – refer to https://learn.microsoft.com/en-us/powershell/ for more specifics.
Microsoft Teams desktop application
Windows 8.1 and later, one of the three most recent versions of macOS, one of the last four major versions of Android, one of the last two major versions of iOS – refer to https://learn.microsoft.com/en-us/microsoftteams/hardware-requirements-for-the-teams-app for more specifics.
Microsoft 365 apps and services
Any (web-based)
Conventions used
There are a number of text conventions used throughout this book.
Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: “The -AllowClobber parameter in PowerShell allows a new module, script, or command to be installed to overwrite an existing command or alias that has the same name.”
Any command-line input or output is written as follows:
Install-Module -Name Microsoft.Graph -Scope CurrentUser -AllowClobberBold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: “Upon entry, explore the left-hand navigation pane, which presents various management options, including user and group management, Billing, Settings, and Setup.”
Tips or important notes
Appear like this.
Sections
In this book, you will find several headings that appear frequently (Getting ready, How to do it..., How it works..., There’s more..., and See also).
To give clear instructions on how to complete a recipe, use these sections as follows:
Getting ready
This section tells you what to expect in the recipe and describes how to set up any software or any preliminary settings required for the recipe.
How to do it…
This section contains the steps required to follow the recipe.
How it works…
This section usually consists of a detailed explanation of what happened in the previous section.
There’s more…
This section consists of additional information about the recipe in order to make you more knowledgeable about the recipe.
See also
This section provides helpful links to other useful information for the recipe.
Get in touch
Feedback from our readers is always welcome.
General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].
Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/support/errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.
Piracy: If you come across any illegal copies of our works in any form on the Internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.
If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.
Share Your Thoughts
Once you’ve read Microsoft 365 Administration Cookbook, we’d love to hear your thoughts! Please click here to go straight to the Amazon review page for this book and share your feedback.
Your review is important to us and the tech community and will help us make sure we’re delivering excellent quality content.
Download a free PDF copy of this book
Thanks for purchasing this book!
Do you like to read on the go but are unable to carry your print books everywhere?
Is your eBook purchase not compatible with the device of your choice?
Don’t worry, now with every Packt book you get a DRM-free PDF version of that book at no cost.
Read anywhere, any place, on any device. Search, copy, and paste code from your favorite technical books directly into your application.
The perks don’t stop there, you can get exclusive access to discounts, newsletters, and great free content in your inbox daily
Follow these simple steps to get the benefits:
Scan the QR code or visit the link belowhttps://packt.link/free-ebook/978-1-83588-802-5
Submit your proof of purchaseThat’s it! We’ll send your free PDF and other benefits to your email directly1
Microsoft 365 Setup and Basic Administration
Welcome to the second edition of Microsoft 365 Administration Cookbook. This comprehensive guide is designed to equip you with step-by-step instructions for navigating the spectrum of administration tasks within the Microsoft 365 ecosystem.
Tip
Due to this book’s nature as a cookbook, you do not need to read it sequentially. You can jump around to recipes and subjects of interest throughout the book.
The initial stages of administration and tenant configuration might seem straightforward, yet they often involve critical decisions whose impact is challenging to reverse or modify at a later stage. This chapter will delve into essential topics, such as domain connection to your tenant, activation of PowerShell capabilities, and licensing users so they can begin to take advantage of all that Microsoft 365 has to offer your organization. Additionally, we will introduce fundamental navigation techniques and the routine tasks every administrator should adopt to maintain an efficient Microsoft 365 environment.
We will cover the following recipes in this chapter:
Accessing the admin centersSetting up PowerShellViewing and filtering the Microsoft 365 roadmapDiscovering upcoming changes via Microsoft 365 Message centerOpening a service requestMonitoring service request statusAdding a domainChanging the domain for usersAssigning a license to a userAssigning a license to a groupCustomizing navigation of the admin centerPersonalizing your admin center home pageTechnical requirements
This chapter requires administrative access within Microsoft 365. Users assigned the Global Administrator role will have the capability to execute all tasks presented. Those holding specific app or function administration roles will find many of these recipes within their reach. We will detail the recipes that necessitate particular administrative roles, all of which can be assigned by an existing Global Administrator through the Microsoft 365 admin center’s Users section if not already in place.
Accessing the admin centers
The Microsoft 365 admin center is your gateway to administering your organization’s Microsoft services and subscriptions. It’s a unified platform where you can manage users, groups, billing, and much more. This first recipe is a guide on how to navigate and utilize the admin centers effectively.
Getting ready
To access the admin centers, you must hold a role with administrative privileges. The Global Administrator role grants you full access across all admin centers. Specific app administrator roles, meanwhile, allow access to relevant app-specific admin centers.
How to do it…
Sign in to the Microsoft 365 admin center at https://admin.microsoft.com/. If you’re already signed in to Microsoft 365, you can also access the admin center via the app launcher by selecting Admin, as shown in Figure 1.1.Figure 1.1 – Admin center location from the app launcher
Upon entry, explore the left-hand navigation pane, which presents various management options, including user and group management, Billing, Settings, and Setup. These options are your tools for customizing and managing the Microsoft 365 experience for your organization.Tip
Settings is an important menu option where you can access most of your organization’s configuration settings. Take time to explore the Settings menu to familiarize yourself with its various sections, such as Domains, Search & intelligence (for knowledge management), and Org settings, which offer a wide range of customization options for themes, organization information, specific app settings, and more.
Select Show all. You will now see all admin capabilities available to you. Other administrators can also access the Microsoft 365 admin center, but their options may differ if they’re not also Global Administrators. For example, only Global Administrators and Billing Administrators may access Billing.At the bottom of the navigation pane, you’ll find the Admin centers section. Here, specialized admin centers for services such as Exchange, SharePoint, and Microsoft Entra ID (Identity) (formerly Azure Active Directory (AD)) are available, each providing a detailed suite of settings and options for the respective service.Select All admin centers. Once again, depending on your admin roles, your options on this screen may differ. Global Administrators will see all admin centers, as shown in Figure 1.2.Figure 1.2 – All admin centers accessible via the Microsoft 365 admin center
From this screen, you can access all apps and services to adjust individual policies, settings, identities, and more to curate your organization’s user experience. We’ll explore several of these admin centers throughout this book, but take a moment to explore a couple to get an idea of what sorts of configurations are possible.How it works…
By default, admin centers are hidden behind a Show all menu item in the Microsoft 365 admin center. You can pin any of the admin center navigation menu items to always appear in the navigation pane. This makes it so that you don’t need to select Show all before accessing it next time. Figure 1.3 shows where the Pin feature appears when hovering over a menu node.
Figure 1.3 – The Pin option for Microsoft 365 admin center navigation options
Learn more about customizing the Microsoft 365 admin center navigation options in this chapter’s Customizing navigation of the admin center recipe.
Remember that depending on your assigned roles, you may be unable to access certain admin centers. In this recipe, you’ve discovered where they’re all listed and which of them are available to you.
Tip
Check out the last two recipes in this chapter, Customizing navigation of the admin center and Personalizing your admin center home page, to make your admin experience simpler and more specific to your role.
Also, as you become more familiar with the various admin centers, you’ll notice other uniform resource locators (URLs) that will save you a couple of selections, such as security.microsoft.com, compliance.microsoft.com, TenantName-admin.sharepoint.com, admin.powerplatform.microsoft.com, and so on.
See also
Learn more about the admin center at https://learn.microsoft.com/en-us/microsoft-365/admin/admin-overview/admin-center-overviewLearn more about specific admin roles and their abilities at https://learn.microsoft.com/en-us/microsoft-365/admin/add-users/about-admin-rolesSetting up PowerShell
PowerShell is a versatile scripting language that offers administrators a powerful toolset for managing Microsoft 365 environments. This recipe outlines the essential steps to prepare your PowerShell environment for administering Microsoft 365, ensuring you have the necessary setup to execute commands and scripts effectively.
Getting ready
Before beginning, ensure PowerShell is installed on your system. Most modern Windows versions come with PowerShell pre-installed. If you’re using a different operating system (OS) or need to install PowerShell, find guidance relevant to your OS at https://learn.microsoft.com/en-us/powershell/scripting/install/installing-powershell.
Verify your role as a Global Administrator or specific app administrator to ensure you have the necessary permissions to execute the task you wish to perform.
How to do it…
Search for PowerShell in your Start menu, right-click on it, and select Run as administrator, as shown in Figure 1.4, to open a session with elevated rights.Figure 1.4 – The Run as administrator option appears when right-clicking PowerShell from Start
You’ll need the Microsoft Graph PowerShell Software Development Kit (SDK) to manage Microsoft 365. Run the following command to install the module:Install-Module -Name Microsoft.Graph -Scope CurrentUser -AllowClobberIf prompted about an untrusted repository, type Y and press Enterto continue.
Tip
The -AllowClobber parameter in PowerShell allows a new module, script, or command being installed to overwrite an existing command or alias that has the same name.
Before executing management commands, establish a connection to your Microsoft 365 tenant with the following command:Connect-MgGraph -Scopes "User.Read.All", "Group.ReadWrite.All"This command initiates a sign-in process where you’ll enter your administrator credentials. If using multi-factor authentication (MFA), which is a best practice and mandatory for some admin locations, such as Azure and Entra, you’ll be prompted for additional verification. You’ll also be asked to consent to Graph API permissions for yourself, or on behalf of your organization.
To confirm that your connection is active, try retrieving a list of users or another simple query to ensure responses from the Microsoft 365 services:Get-MgUserFigure 1.5 shows the result of this cmdlet, displaying a list of your users, their GUIDs, email addresses, and user principal names.
Figure 1.5 – Result of Steps 3 and 4, signing in and retrieving a list of your users
How it works…
With the evolution of Microsoft 365, PowerShell now leverages the Microsoft Graph PowerShell SDK for a more integrated and robust management experience, replacing the older MSOnline module. PowerShell 7 or later is recommended when working with Graph PowerShell SDK.
By installing the Microsoft Graph PowerShell SDK and connecting to Microsoft 365 using Connect-MgGraph, you gain access to a wide range of cmdlets designed for the efficient management of users, groups, and services within your organization. This setup differs from the older MSOnline module by providing a direct interface with Microsoft Graph, which is the unified API endpoint for Microsoft services.
See Chapter 3, Administering Microsoft 365 with PowerShell, to dive into the specific administrative actions you can now perform with PowerShell.
There’s more…
The Connect-MgGraph command supports MFA by default, simplifying the process of connecting to Microsoft 365 in secure environments.
The -Scopes parameter in the Connect-MgGraph command can be adjusted to match the specific permissions your scripts require to execute their tasks within Microsoft 365.
See also
Learn more about Microsoft Graph PowerShell at https://learn.microsoft.com/en-us/powershell/microsoftgraph/overviewViewing and filtering the Microsoft 365 roadmap
The Microsoft 365 roadmap is a vital tool for administrators and IT professionals to stay informed about new updates, features, and changes across Microsoft 365 services. It is designed to help you manage change and prepare your organization for future updates. This recipe will help you leverage the roadmap to its fullest.
Getting ready
Access to the roadmap is straightforward, requiring only an internet connection. It is publicly available and does not necessitate a login, making it accessible to all for planning and strategic considerations.
How to do it…
Navigate to the Microsoft 365 roadmap at http://roadmap.office.com. This portal showcases upcoming features and updates across various Microsoft 365 services. Figure 1.6 shows the landing page of the roadmap.Figure 1.6 – Microsoft 365 roadmap landing page
Use the search and filters area to tailor the information according to your needs:Search bar: Type in a product or feature to see if it’s listed.Product: As an example, you might select SharePoint, Microsoft Teams, and OneDrive to focus on updates relevant to these core applications.Release phase: If your organization has a specific release cadence, such as Current Channel or Targeted Release, you can filter updates to match this schedule. The default release cadence is Current Channel.Platform: Filter to specific mobile or desktop platforms.Cloud Instance: Choose the cloud instance that applies to your organization, such as DoD (Department of Defense), GCC (Government Community Cloud (GCC)), or Worldwide (Standard Multi-Tenant), to see features available for your subscription type.New or updated: Filter to items new or changed within the last week or month to only see what you may have missed recently.In development, Rolling out, and Launched: If you’re particularly interested in only items currently rolling out, you can filter to display those only.After applying the necessary filters, you can expand individual features to get more details. Figure 1.7 shows a filtered roadmap with the first result expanded.Figure 1.7 – A filtered roadmap with the first result expanded
You can view and download the roadmap information as a CSV file by selecting Download. This enables offline review and sharing within your organization.Selecting Share copies the roadmap URL, including your current filters, so you can show others exactly what you’re looking at.RSS allows you to subscribe to roadmap updates, just as you might for a blog, so you can automatically post or share updates utilizing Really Simple Syndication (RSS) connectors.How it works…
The roadmap is continuously updated, providing a dynamic look at the development and release process for Microsoft 365 features. Utilizing the provided filters helps narrow down the updates to those most pertinent to your organization’s environment, subscription, and compliance requirements. For GCC customers, for example, the roadmap can filter out updates not applicable or features that aren’t available due to governmentcompliance restrictions.
See also
Learn more about how to use the Microsoft 365 roadmap at https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RW15ouNDiscovering upcoming changes via Microsoft 365 Message center
The Microsoft 365 Message center, accessible via the Microsoft 365 admin center, serves as a crucial hub for monitoring forthcoming changes, new functionalities, and scheduled maintenance tasks pertinent to your organization’s deployment. Official communications from Microsoft, including a comprehensive overview and supplementary links for deeper insights, are disseminated through the Message center. This recipe guides you on how to utilize the Message center to stay ahead of upcoming changes.
Getting ready
Accessing the Message center in Microsoft 365 requires assignment to a role with the necessary permissions. While most administrative roles grant access to the Message center, there’s also a specific role known as the Message center reader role. This particular role is tailored to users who need to view Message center communications but do not require broader administrative capabilities. This approach ensures that a wide range of personnel within your organization, from those with comprehensive administrative responsibilities to those focused solely on monitoring updates and announcements, have access to vital information. Such inclusive access enables your team to stay informed, provide non-technical users with clear expectations and information, and facilitate decision-making and strategic planning based on the latest Microsoft 365 developments and updates.
How to do it…
Navigate to the Microsoft admin center by visiting https://admin.microsoft.com/.Locate and select Message center under the Health section, as shown in Figure 1.8. This directs you to a comprehensive list of all current announcements and notifications.Figure 1.8 – Steps to access the Message center
Within the Message center, you can explore active messages, including those flagged as of high importance, or use filters to view messages that are unread or have been archived. You can filter by the following:Service (specific apps and services)Tag (Major update, Admin impact, User impact, New feature, Feature update, etc.)Message state (Favorites, Unread, or Updated)Relevance (High, Medium, or Low)Status for your org (matches the Microsoft 365 roadmap statuses of Scheduled, Rolling out, and Launched and includes filters for Changed within last week and Changed within last month)Platform (OSs or platform)You can also sort messages to more easily find those of high importance or requiring action. The Message center includes the following sortable columns:Last updated (date)Act by (date by which action is required)Relevance (High, Medium, or Low)Status for your org (matches the Microsoft 365 roadmap statuses of Scheduled, Rolling out, and Launched)Select the column’s header to sort ascending, and again for descending.
Selecting any message title will expand a detailed view on the right side of the screen, presenting in-depth information regarding the update or announcement. Figure 1.9 is an example of a Microsoft Teams and Planner announcement.Figure 1.9 – A Message center announcement about Planner and Microsoft Teams
Messages often include a lot of information:
Related roadmap item IDServices involvedDescription of the changeWhen it will happenHow it affects your organizationHow to prepare for the changeLinks to additional documentationHow it works…
The Message center is your gateway to the most current updates, feature releases, and maintenance notifications relevant to Microsoft 365 services. It’s designed to provide administrators with a centralized overview of important information, facilitating informed decision-making and proactive management of the Microsoft 365 environment.
Upon selecting a message, various options become available. You can share insights directly from the Message center via the Share option, keep certain messages in focus by marking them as Unread, and express feedback through the Like/Dislike buttons. Moreover, it’s possible to archive messages or explore further through additional links provided within each message for more comprehensive details.
There’s more…
Leveraging the Message center reader role can be particularly effective for keeping key personnel within your organization informed about imminent changes, enabling them to prepare and respond appropriately.
For administrators on the move, the Microsoft 365 Admin mobile app offers access to the Message center, ensuring you remain informed regardless of your location. Download the app via https://go.microsoft.com/fwlink/p/?linkid=627216.
Also in the Message center, you may notice the button shown in Figure 1.10 for Planner syncing.
Figure 1.10 – Planner syncing option in Message center
Selecting this option opens a wizard where you can set up automatic creation of tasks for messages meeting your specified criteria (such as major updates only for specific services). Figure 1.11 shows this screen of the wizard where you configure the message filter.
Figure 1.11 – Choosing which messages to sync to Planner
Once tasks are created, you can assign them to individuals with deadlines. This is especially helpful for messages with Act by dates. You can create a new plan for these tasks or choose an existing plan. All Message center messages you choose to include during setup will be added to one chosen bucket of that Planner plan.
See also
Learn more about the Message center, including which roles are included and excluded for access, at https://learn.microsoft.com/en-us/microsoft-365/admin/manage/message-centerOpening a service request
Service requests are the formal way of seeking Microsoft’s assistance with any issues encountered in Microsoft 365. This process is essential for discussing and resolving problems effectively. This recipe will show you how to create a new service request.
Important note
Microsoft offers different levels of support with varying service-level agreements (SLAs):
Standard Support: This offers a basic level of service with longer response times.
Unified Support: This provides enhanced SLAs, including faster response times and more comprehensive support options, often at an additional cost. This level of support is ideal for organizations with mission-critical needs that require rapid resolutions.
Understanding the differences in SLAs between Standard and Unified Support can help set expectations for response times and service quality when submitting a service request.
Getting ready
Creating service requests requires Microsoft 365 administrative privileges. Ensure you have an eligible admin role to proceed.
How to do it…
Start by visiting the Microsoft 365 admin center at http://admin.microsoft.com.Select the teal Help & support button at the screen’s lower-right corner or navigate through the left menu: Show all | Support | Help & support.A side panel opens. Initially, you’ll describe your issue to see if any available self-service documentation may solve your issue. Type in Switch subscription and press Enter.The results will attempt to provide solutions or direct resources, as shown in Figure 1.12.Figure 1.12 – Results for Switch subscription in Help & support
If the issue remains unresolved, you’ll have the option to contact support by selecting the button in the lower-left corner of the panel. Select Contact support.Fill in your service request’s specifics, attaching any relevant screenshots or files. You can include the following information:TitleDescriptionContact phone numberAuthorized contact for Microsoft to work withCall recording consentPreferred contact method (Phoneor Email)Attachments (supports files, screenshots, or videos)Regional settings (timezone and language)Accessibility settings (open text for description of needs)Select Contact me to submit your request. A confirmation of your request will be shown, as seen in Figure 1.13.Figure 1.13 – Confirmation of service request submission
How it works…
This process is designed to expedite resolutions by first directing you through automated solutions, potentially saving time. If these initial steps don’t address your concern, the option to engage directly with Microsoft support ensures you’re not left without recourse. This method aims to use Microsoft’s and your own time efficiently, streamlining the path to resolution.
Monitoring service request status
Once you’ve submitted a service request, managing and tracking its progress becomes crucial, especially when handling multiple requests. In this recipe, you’ll find previously submitted service requests to check on their status or make changes.
Getting ready
Creating service requests requires Microsoft 365 administrative privileges. Ensure you have an eligible admin role to proceed.
How to do it…
In the Microsoft 365 admin center (http://admin.microsoft.com), go to Show all | Support | View service requests. You’ll see all of your service requests listed along with their current status, as shown in Figure 1.14.Figure 1.14 – Service request history
This screen allows you to export the last 13 months of service requests as CSV and search or filter your service requests, providing a clear view of their statuses.By selecting a request, you can access detailed case notes and the request’s history, including all communications, offering insights into the issue’s resolution process. Figure 1.15 shows the details for a request where you can also see the Edit option.Figure 1.15 – Service request details
How it works…
The Service request history screen in the admin center facilitates easy tracking and management of your requests. It’s designed to aid in identifying recurring issues, reporting on resolutions, and ensuring effective communication within your organization regarding service request outcomes.
There’s more…
Editing an existing request is also straightforward. Here are the steps:
In the Microsoft 365 admin center (http://admin.microsoft.com), go to Show all | Support | View service requests.Select your request.Select Edit to provide additional information or update contact information. Figure 1.16 shows the Edit panel with limited options to update.Figure 1.16 – Edit options for an existing service request
You will be able to add additional notes at any time, as well as adjust your contact number, email, and recording consent preference.
Select Save to update the service request.Adding a domain
To personalize or brand your tenant to your company, you can integrate a custom domain, such as contoso.com, with Microsoft 365. This elevates your organizational identity by replacing the generic onmicrosoft.com addresses (e.g., [email protected]) with a branded email format (e.g., [email protected]). This adjustment also extends to utilizing your domain with Microsoft 365 services, such as Outlook. In this recipe, we outline how to add the natechamberlain.com domain (or any custom domain) to your Microsoft 365 tenant.
Getting ready
To add a domain, having the Global Administrator role is required. It’s not necessary to own a domain prior to this process, as there’s an option to purchase during the setup.
How to do it…
Access the Microsoft 365 admin center by visiting http://admin.microsoft.com.Navigate through Show all | Settings |Domains.Here, as seen in Figure 1.17, you can either add an existing domain you own or purchase a new one. Select Add domain for this recipe.Figure 1.17 – Domains screen of Microsoft 365 admin center
Submit the domain name you wish to add, for instance, natechamberlain.com, and then choose Use this domain.To enable features such as email, you must update your Domain Name System (DNS) records at your domain registrar or hosting provider. Microsoft 365 can automate this for supported registrars (e.g., WordPress, GoDaddy). If this is possible for you, it will ask you to sign in to your registrar to verify before returning you to the wizard. You can also manually enter the required DNS records provided by Microsoft 365. The wizard screen shown in Figure 1.18 will guide you to the appropriate action for your specific scenario if it can’t be automated, or you choose not to use the automated method.Figure 1.18 – Domain verification steps of adding a domain
After updating DNS records, proceed through the setup wizard to finalize the domain’s integration with services such as Exchange and Teams, concluding by selecting Done.How it works…
Adding your domain to Microsoft 365 directs your domain’s email traffic to Microsoft 365, facilitating the use of Outlook for email services and allowing users to log in to Microsoft 365 services with your branded domain. This setup enhances your organizational presence and user experience.
Important note
For organizations with multiple domains or subdomains, Microsoft 365 supports the management of secondary email addresses, policies, and licenses. This flexibility is particularly useful in scenarios involving acquisitions, where integrating and managing new domains or creating specific subdomains (e.g., staff.contoso.com) is required.
There’s more…
An alternative method to set up a custom domain you or your company already own is to follow these steps:
Access the Microsoft 365 admin center by visiting http://admin.microsoft.com.Navigate through Show all | Setup and then select Get your custom domain set up from the Sign-in and security section, as shown in Figure 1.19.Figure 1.19 – Custom domain setup location
Select Get started. The same wizard from this section’s recipe opens to guide you through the process of connecting your existing domain. All remaining steps are the same.Note that this method does not permit you to purchase a new domain – only to connect your existing one.
See also
For a comprehensive guide on adding a domain to your Microsoft 365 subscription, including detailed DNS configuration steps, visit https://learn.microsoft.com/en-us/microsoft-365/admin/setup/add-domainComplete a short learning module on custom domains where you can learn more about custom domains and DNS zones and records, as well as subdomains at https://learn.microsoft.com/en-us/training/modules/add-custom-domain-microsoft-365/Changing the domain for users
After adding a custom domain to Microsoft 365, or in scenarios involving multiple domains, such as company acquisitions or rebranding, you may need to update the domains of existing users. This change affects users’ email addresses and login credentials, which could impact scheduled meetings. Communication with affected users before making these changes is crucial for a smooth transition. For this recipe, you’ll learn the process for updating the domain for selected users.
Getting ready
This task requires Microsoft 365 administrative privileges to modify user domain settings.
How to do it…
Begin by navigating to the Microsoft 365 admin center at http://admin.microsoft.com.Proceed to Users | Active users. Here, you can change the domain for one or multiple users.For one user, use the users ellipsis to select Manage sign-in details, as shown in Figure 1.20. Note you can also change their alias or, essentially, their entire email address this way.Figure 1.20 – Steps to change the domain for a single user
For multiple users, multi-select the users whose domain you intend to change by selecting the checkbox next to their name, then select the Change domains option.When multi-selecting users to change domains, a panel opens on the side where you can choose from the available options to select the new domain for the users, as shown in Figure 1.21. A disclaimer highlighting the implications of this change will be shown.Figure 1.21 – The Change domains panel for multiple users
After reviewing the disclaimer, confirm your decision by selecting Save changes.How it works…
Changing a user’s domain directly updates their associated email address and login credentials. Such modifications are relatively rare, and often reserved for significant organizational changes, such as mergers, rebranding, or internal reallocations. Upon confirmation, the update takes immediate effect, necessitating prompt communication with affected users to ensure they use their new login details and share the updated email addresses accordingly.
