Tuesday, February 19, 2019

Set custom status message in Microsoft Teams

As Microsoft released Teams as Skype for Business replacement it was also right to say that Microsoft Teams must have the useful features of Skype for Business.
Since the feature of setting up custom status messages was available in Skype for Business, it was long awaited in Microsoft Teams but it is here finally. Now, Teams users can set their own status messages to inform colleagues about their status for the next few hours, days or on a continuing basis.  
This status is different from the user’s presence status (Available, Away, Be right back, etc). In this status message you, an add up to 280 characters and can provide more detailed information.

To set the status, hover over your profile picture at the top right-hand corner and select Set status message. You can mention your status message and then you can select till when you want to display the status messages to your colleagues.

Guest users can also set the status message in Microsoft Teams.
For viewing the status message on Teams, you can view the users’ card. You can also view each users’ card from the Manage team option of a Team so that you can see the whole members and then hover over each member.
In the below image, you can see I have set my status message as ‘break’ and when one of the users viewed my people card, status is reflected.

Tuesday, February 5, 2019

Get to know the Features of Office 365 Business Premium and Business Essential

I have led several Office 365 implementation projects from scratch like from migrating emails to Office 365 to implementing various features of Office 365 to creating policies. when it comes to choosing the Office 365 subscriptions, I have seen that many of the organizations go with Office 365 Business Premium or Office 365 Business Essential subscriptions as both of this subscriptions are almost identical, the only difference is Office 365 Business Essential doesn't contain Microsoft Office applications.

In the below table you can find the list of features available with Office 365 Business Premium & Business Essential subscriptions. In this article I am not actually highlighting the difference, I am just trying to provide the list of features available in these two subscriptions. I have also mentioned the Security & Compliance features which I have seen that most of the organizations don't actually use much but are very beneficial and I always try to convince my clients to use all these features.

Features (Office 365 Business Premium)
Feature (Office 365 Business Essential)
General Features

Office Application
Outlook, Word, Excel, PowerPoint, OneNote
Not included (Only web version)
Mailbox Size
 50 GB (Exchange Online Plan 1)
50 GB (Exchange Online Plan 1)
Services Included
Exchange Online, Skype for Business, OneDrive, SharePoint, MS Teams
Exchange Online, Skype for Business, OneDrive, SharePoint, MS Teams

Max Users

Security & Compliance Features

Protect access to data and service
Configure Multi-Factor Authentication
Configure Multi-Factor Authentication

Device Management (Enroll devices, Device Wipe)
Device Management (Enroll devices, Device Wipe)

Prevent data loss
Not Available
Not Available

Manage data governance
Import Data
Import Data

Archiving feature for Emails
Archiving feature for Emails

Retention for SharePoint & OneDrive
Retention for SharePoint & OneDrive

Retention (EAC)
Retention (EAC)

Protection against threats

Anti-Spam & Anti-malware Policies
Anti-Spam & Anti-malware Policies

Email encryption
Email encryption

Quarantine email messages
Quarantine email messages

Search for content
Content Search in Office 365
Content Search in Office 365

Manage legal investigations
eDisocvery in Office 365
eDisocvery in Office 365

Audit Log
Audit Log search in Office 365
Audit Log search in Office 365

Enable mailbox auditing
Enable mailbox auditing

Monitor Security & Compliance
Alerts in Office 365
Alerts in Office 365

Quarantine in Office 365
Quarantine in Office 365

Check secure score
Check secure score

Office 365 Service Health
Office 365 Service Health

Monitor reports (access and usage reports)
Monitor reports (access and usage reports)

Apart from these features, Microsoft also offers other services with these subscriptions.

  • MS Teams – Platform that combines workplace chat, meetings, collaborate on files and especially the guest access feature in Teams is awesome.
  • Exchange Online – Exchange for email services, also there is a lot you can do with Exchange Admin Center.
  • OneDrive for Business – Storage for documents
  • SharePoint Online – Document Management & Real-time Collaboration with attractive modern sites, document versioning, web parts & lot more.

Hope this article helps you to easily find out the list of all features so that you can implement the same when you purchase any of the subscriptions and keep your organization secure.

Thank You!

Tuesday, January 29, 2019

Integrate SharePoint Online and Dynamics 365 for Customer Engagement

In this article, we are going to see how you can store the documents on SharePoint Online and how we can secure those documents through SharePoint Online security features.

For using the document management functionality, you need to enable the server-based SharePoint integration on a Site Collection in SharePoint Online.

Note – Installing Microsoft Dynamics 365 List Component was used for SharePoint On-Premise earlier versions and is not required for SharePoint Online and later versions of SharePoint on-premises.

Steps for enabling server-based SharePoint Integration:

Login to Dynamics 365 Customer Engagement services > Settings > Document Management.

      Under Document Management, go to Enable Server-Based SharePoint Integration.

Check out the changes (in the below image) which you will notice if you have used the previous SharePoint integration and click on NEXT. 

Select between Online & On-Premises depending upon the SharePoint infrastructure you have and click NEXT (check below image).

          Now you must enter the URL of your SharePoint site where you want your Dynamics 365 entity records documents to be stored. Here, I have entered the URL of my Main site collection ‘https://<Org Name>.sharepoint.com, you may want to have a different Site Collection for your D365 documents as per Organisation requirements. For that, you can create a new Site Collection, such as https://<Org-name>.sharepoint.com/sites/D365

You can create Site Collection for SharePoint Online admin center.

 Here it will show the site URL validation status. Click on NEXT after the validation succeeds.

So we are done with the SharePoint integration. Now we need to enable document management for specific Dynamics 365 Customer Engagement Entities.

Enable SharePoint document management for specific Dynamics 365 for Customer Engagement apps entity records.

        Go to Settings > Document Management Settings.

      Select the entities (for eg, Accounts, Lead, Opportunities, Projects) for which you wanted to store the documents in SharePoint Online and click on NEXT.

      Check Based on Entity and select Account or Contact to create a folder structure based on a specific entity (Account or Contact), or else you click on NEXT without checking if you don’t want your folders to be automatically created based on the Account or Contact entity. 

      Now you can see in the below image that the SharePoint Online Document Library has been created and status shows Succeeded. Click FINISH.

      You can see in the below image Document Libraries has been creating for the entities under  SharePoint site (https://<Org name>.sharepoint.com). You can access the same by going to Site Contents.

      By this way, you can leverage the power of Document Management through SharePoint Online and also keep your Dynamics 365 for Customer Engagement Entity records secure using SharePoint Online features. Go through below links to know how we can secure our documents ins SharePoint online.  

             SharePoint Permission Level
             SharePoint Online Alerts
      Hope this helps. Thanks!

Wednesday, January 9, 2019

Managing Advance alerts in #Office365 Security & Compliance


You can use alert features in Office 365 to view and manage alerts for your Office 365 organization, including managing advanced alerts as part of Advanced Security Management.
Advanced Security Management is available with Office 365 Enterprise E5 if your organization is using another Office 365 subscription, Advanced Security Management can be purchased as an add-on.
After purchasing this add-on, you will be able to see Manages Advance Alerts under Alerts in office 365 security and compliance.
  1. In Office 365 Security & Compliance, go to Alerts > Manage advance alerts.
  2. Choose Go to Advance Security Management.
    In the Advance Security Management portal, you can:
    • Define policies and set up alerts and actions.
    • Know about cloud usage across your organization through reports.
    • Manage third party apps that people in your organization are using with Office 365.

    Create a new activity policy:

    1. From the Control menu of Advanced Security management portal, select Policies.
    2. Click Create policy, and then select Activity policy.
    3. On the Create activity policy page, type the Policy name and Description. You can base a new policy on one of the default templates, if you like, by choosing one in the Policy template drop-down menu.
    4. Choose a policy severity and category for this policy. This can help you filter and sort alerts that have been triggered.
    5. Choose Activity filters to set up other actions that will trigger an alert based on this policy.
    6. Check Create alert to receive notifications from this policy.
    7. Choose Actions that should be taken when an alert is triggered to suspend the user or require the user to sign in again to Office 365.
    8. When an activity matches a policy, alerts will be generated and notification will be sent to the mail ID enabled for getting alerts (see below screenshot)

      An email will be coming from this mail id.
    9. You can also receive SMS, for the same you must provide a contact number.
    10. After you got the email notification, you can also view the details and take necessary actions on alert in Portal.
    11. You will able to see all the alerts under Alert
    12. By clicking on Alert which you got, you can see the details, activity log and take necessary actions on the alert.


    It is a good practice to set advance alerts which helps in monitoring the user activities by getting alert notifications.

Friday, December 28, 2018

Notification in Microsoft Teams #msteams

Microsoft Teams is a cloud-based chat and collaboration platform, designed to simplify group work.

Whether you prefer any chat options available across the markets, if it is not user-friendly, it won’t make any sense. For being user-friendly, the first and foremost requirement is the notifications. Of course, you would not want the hassle of logging and checking into the app every moment. So, we all rely heavily on notifications on the chat to persuade us to open it. This ensures you are updated in the real time. Such kind of wonderful notifications features is available in MS Teams.

Now, having said this, let’s check out all the fabulous notification features one by one.

Channel notification:

To turn ON notifications for any new activity or messages on channels in Microsoft Teams, you need to follow the channel.

You will not be able to follow the Team (Team is a group of personnel’s together for work, projects, etc and team are made up of channels), so you need to follow the channels within that team.
Once you follow the channel, for any new message or activity in the channel you will be getting a notification (see below image).

Chat notifications:

You will be automatically getting the notification for one to one chat (see below image).

Customize your notification settings:

To further customize your notification settings, click your profile picture at the right-hand top of the application and then click Settings > Notifications.

You can select, how you want your notifications from the given options (see below image).

Do not disturb:

As we know that if we are in a Do not disturb mode, we do not get notifications for any messages. In Microsoft Teams, we have this feature that we can still receive notifications from people who have priority access when your status is Do not disturb. You just need to add those people to Manage priority access.

Click your profile picture at the right-hand top of the application and then click Settings > Privacy.

Mobile Notifications:

Now, finally talking about Mobile notifications. Turning ON notifications on MS Teams mobile app, go to the Menu (Hamburger button) option and then click on Settings > Notifications.

And then you can select from given options on how you want the notifications.

Hope this article helps you. Thanks!

Set custom status message in Microsoft Teams

As Microsoft released Teams as Skype for Business replacement it was also right to say that Microsoft Teams must have the useful features ...