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DAY-01
Microsoft 365 Basics Training
Presenter : Saurabh Upadhyay
Intro & Basic Overview of M365
 Microsoft 365 is a cloud-powered productivity platform. It brings together the best-in-class
productivity apps from Office 365 with advanced device management, intelligent security,
and innovative online services.
Products & services of M365
 Apps: Includes the latest versions of Microsoft Office apps like Word, Excel,
PowerPoint, Outlook, and Teams
 Storage: Includes 1 TB of OneDrive cloud storage
 Security: Includes advanced security features
 Device management: Includes tools for managing devices
 Online services: Includes innovative online services
 Installation: Can be installed on PCs, Macs, tablets, and phones
 Updates: Includes feature updates and upgrades
Intro & Brief details about M365 Admin
Center
 The Microsoft Office 365 Admin Center is the web-based portal administrators use to
manage user accounts and configuration settings for the Office 365 subscription
services, including Exchange Online and SharePoint Online.
 Administrators access the Microsoft Office 365 Admin Center through a web browser
with their administrative credentials.
 The Microsoft Office 365 Admin Center portal supports management tasks for users,
groups, resources, billing, support, settings, reports and health.
 Each management section appears in the portal's left menu. An administrator can
choose to present more commonly used areas as a series of tiles within the homepage
of the Microsoft Office 365 Admin Center. Administrators can select, arrange and
modify these tiles to suit their preference.
Microsoft 365 Admin center interface
The Left Navigation Pane
 The left navigation pane that contains subsections:
 Users
 Groups
 Roles
 Resources
 Billing
 Support
 Settings
 Setup
 Reports
 Health
Details about Navigations & Functions menu
 Under Users section There is Active users.
 You can see a detailed list (table) of all users and their license status.
 You can also add a user, create user templates, add multiple users, and enable or
disable multi-factor authentication.
 You can manage Office 365 users (add, edit, delete, export users), reset
passwords, assign or remove user licenses, and use filters to select the needed
users (which is useful if you have a large number of Office 365 users for your
domain).
 Contacts and Guest users. These options are used to create mail contacts of
external users.
 Deleted users. You can see a list of deleted users and restore the listed users if
needed.
 Groups
 Use these options to manage Office 365 groups, security groups, distribution lists
and shared mailboxes in your organization. When you manage Office 365 users, it is
useful to sort them into groups and manage groups instead of managing each user
separately.
 Roles
 The Microsoft 365 admin center allows the global Office 365 admin at your
organization to assign different admin roles for other users (administrators).
 Resources
 The resources options allow you to create and manage resources, such as sites and
conference rooms for conference purposes. You can see your SharePoint sites and
site collections that are created in SharePoint for users’ collaboration and their
external sharing status.
 Billing
 You can view your subscription status, purchase additional Microsoft cloud services,
check billing and payments, configure payment methods, and so on.
Support
 Create a new support request to Microsoft if needed and view recent service requests
and their status in this section. Microsoft provides Office 365 admin support.
Settings
 Manage global Office 365 settings for applications including authentication settings,
email settings, calendar, external sharing, password policy, Azure Active Directory
integration, and so on. You can change password expiration date, release preferences,
calendar settings, and so on.
Setup
 See product details for your subscription, assign or manage software licenses,
manage domains and data migration.
Reports
 See a detailed report for a selected period of how users inside your company use
Office 365 applications. You can monitor which applications are favorite among users
and compare dynamics for the selected period (7, 30, 90 or 180 days).
 Admin Centers
 The Admin centers section that is located in the bottom of the navigation pane groups all
important configuration options for Office 365 products to allow the Office 365 company
administrator to access all settings from the single interface of the Microsoft 365 admin
center.
 Security/Compliance. Click one of these options to open Office 365 security and
compliance administration center.
 Azure Active Directory. Allows you to configure Azure AD for Office 365 and
synchronization with Windows Server Active Directory; to manage users, groups and
policies; and to set access parameters for third-party applications that interact with
Office 365 via Microsoft APIs.
 Exchange. Go to the Exchange Online admin center and manage Office 365 user
accounts and mailboxes. Configure group mailboxes, anti-spam protection, mail flow
rules, and so on. Don’t forget to perform Microsoft Office 365 backup to protect data
users’ mailboxes.
 SharePoint. Open the SharePoint admin center for Office 365 to configure the
Microsoft cloud environment so that users in the organization can collaborate.
 Teams. The Microsoft Teams admin center allows you to schedule meetings for teams
by using Skype for business, manage teams, set policies, view reports, and so on.
 All admin centers. Opens a page with a full list of Office 365 admin centers, including
admin centers for OneDrive, Yammer Enterprise, Dynamics 365, Power Apps, Skype
for business, and other services.
Types of M365 licenses used for business/users-overview
 There are multiple types of Microsoft 365 licenses for businesses, including:
 Microsoft 365 Business Basic: Provides access to online and mobile versions of
Word, Excel, and PowerPoint, along with email, cloud storage, and Microsoft Teams.
 Microsoft 365 Business Standard: Includes all the features of Business Basic, plus
desktop versions of apps like Word, Excel, and PowerPoint, and additional apps like
Clipchamp.
 Microsoft 365 Business Premium: Includes all the features of Business Standard,
plus advanced security and device management.
 Microsoft 365 Apps for Business: Includes desktop app versions and 1 TB of cloud
storage per user.
 Office 365 E1: Includes basic services like online Office apps, email, and storage.
 Office 365 E3: Includes advanced security, compliance features, and desktop apps.
 Office 365 E5: Includes all E3 features, plus analytics and advanced security.
Short video of basic view of M365 admin centre in next slide.
Microsoft 365 Admin Introductions Part 01
Scenarios: How To Assign Licenses For Office 365
 Steps 01-Sign in to Office 365
 Steps 02- Navigate to Host Pilot Control Panel > Services > Office 365 > Resources.
 Steps 03-Sign in to Office 365 with your admin credentials.
 To access the Admin Center, click on the App launcher and select Admin, or simply click on
the Admin option located at the bottom left corner of the page
View available licenses
 Once logged in in the O365 Admin Center, In the left panel navigate to Billing > Licenses. The
table lists available license types and the total number of available licenses and the number of
licenses that are assigned to users.
 Assign/unassign a license for one user
 Once logged in in the O365 Admin Center, Navigate to Users > Active Users.
 Check the box next to the user who you want to add or remove a license for.
 Click the name of the user you have checked previously, and click Licenses and apps.
Microsoft 365 Admin Introductions Part 01
 In the Licenses and apps tab, do one of the following: To assign a license to the selected user,
select the license you want to assign by marking the checkbox next to the license.
 To unassign a license from the user, deselect the license you want to remove.
Microsoft 365 Admin Introductions Part 01
 By default, all services associated with that license are automatically assigned
to the user. To limit which services are available to the user, scroll down to the
Apps field, and disable the services that you want to remove for that user by
unchecking the boxes next to the respective services.
 At the bottom, choose Save changes.
End of the Day 01 session.
Microsoft 365 Admin Introductions Part 01
Microsoft 365 Admin Introductions Part 01
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Ad

Microsoft 365 Admin Introductions Part 01

  • 1. DAY-01 Microsoft 365 Basics Training Presenter : Saurabh Upadhyay
  • 2. Intro & Basic Overview of M365  Microsoft 365 is a cloud-powered productivity platform. It brings together the best-in-class productivity apps from Office 365 with advanced device management, intelligent security, and innovative online services. Products & services of M365  Apps: Includes the latest versions of Microsoft Office apps like Word, Excel, PowerPoint, Outlook, and Teams  Storage: Includes 1 TB of OneDrive cloud storage  Security: Includes advanced security features  Device management: Includes tools for managing devices  Online services: Includes innovative online services  Installation: Can be installed on PCs, Macs, tablets, and phones  Updates: Includes feature updates and upgrades
  • 3. Intro & Brief details about M365 Admin Center  The Microsoft Office 365 Admin Center is the web-based portal administrators use to manage user accounts and configuration settings for the Office 365 subscription services, including Exchange Online and SharePoint Online.  Administrators access the Microsoft Office 365 Admin Center through a web browser with their administrative credentials.  The Microsoft Office 365 Admin Center portal supports management tasks for users, groups, resources, billing, support, settings, reports and health.  Each management section appears in the portal's left menu. An administrator can choose to present more commonly used areas as a series of tiles within the homepage of the Microsoft Office 365 Admin Center. Administrators can select, arrange and modify these tiles to suit their preference.
  • 4. Microsoft 365 Admin center interface
  • 5. The Left Navigation Pane  The left navigation pane that contains subsections:  Users  Groups  Roles  Resources  Billing  Support  Settings  Setup  Reports  Health
  • 6. Details about Navigations & Functions menu  Under Users section There is Active users.  You can see a detailed list (table) of all users and their license status.  You can also add a user, create user templates, add multiple users, and enable or disable multi-factor authentication.  You can manage Office 365 users (add, edit, delete, export users), reset passwords, assign or remove user licenses, and use filters to select the needed users (which is useful if you have a large number of Office 365 users for your domain).  Contacts and Guest users. These options are used to create mail contacts of external users.  Deleted users. You can see a list of deleted users and restore the listed users if needed.
  • 7.  Groups  Use these options to manage Office 365 groups, security groups, distribution lists and shared mailboxes in your organization. When you manage Office 365 users, it is useful to sort them into groups and manage groups instead of managing each user separately.  Roles  The Microsoft 365 admin center allows the global Office 365 admin at your organization to assign different admin roles for other users (administrators).  Resources  The resources options allow you to create and manage resources, such as sites and conference rooms for conference purposes. You can see your SharePoint sites and site collections that are created in SharePoint for users’ collaboration and their external sharing status.  Billing  You can view your subscription status, purchase additional Microsoft cloud services, check billing and payments, configure payment methods, and so on.
  • 8. Support  Create a new support request to Microsoft if needed and view recent service requests and their status in this section. Microsoft provides Office 365 admin support. Settings  Manage global Office 365 settings for applications including authentication settings, email settings, calendar, external sharing, password policy, Azure Active Directory integration, and so on. You can change password expiration date, release preferences, calendar settings, and so on. Setup  See product details for your subscription, assign or manage software licenses, manage domains and data migration. Reports  See a detailed report for a selected period of how users inside your company use Office 365 applications. You can monitor which applications are favorite among users and compare dynamics for the selected period (7, 30, 90 or 180 days).
  • 9.  Admin Centers  The Admin centers section that is located in the bottom of the navigation pane groups all important configuration options for Office 365 products to allow the Office 365 company administrator to access all settings from the single interface of the Microsoft 365 admin center.
  • 10.  Security/Compliance. Click one of these options to open Office 365 security and compliance administration center.  Azure Active Directory. Allows you to configure Azure AD for Office 365 and synchronization with Windows Server Active Directory; to manage users, groups and policies; and to set access parameters for third-party applications that interact with Office 365 via Microsoft APIs.  Exchange. Go to the Exchange Online admin center and manage Office 365 user accounts and mailboxes. Configure group mailboxes, anti-spam protection, mail flow rules, and so on. Don’t forget to perform Microsoft Office 365 backup to protect data users’ mailboxes.  SharePoint. Open the SharePoint admin center for Office 365 to configure the Microsoft cloud environment so that users in the organization can collaborate.  Teams. The Microsoft Teams admin center allows you to schedule meetings for teams by using Skype for business, manage teams, set policies, view reports, and so on.  All admin centers. Opens a page with a full list of Office 365 admin centers, including admin centers for OneDrive, Yammer Enterprise, Dynamics 365, Power Apps, Skype for business, and other services.
  • 11. Types of M365 licenses used for business/users-overview  There are multiple types of Microsoft 365 licenses for businesses, including:  Microsoft 365 Business Basic: Provides access to online and mobile versions of Word, Excel, and PowerPoint, along with email, cloud storage, and Microsoft Teams.  Microsoft 365 Business Standard: Includes all the features of Business Basic, plus desktop versions of apps like Word, Excel, and PowerPoint, and additional apps like Clipchamp.  Microsoft 365 Business Premium: Includes all the features of Business Standard, plus advanced security and device management.  Microsoft 365 Apps for Business: Includes desktop app versions and 1 TB of cloud storage per user.  Office 365 E1: Includes basic services like online Office apps, email, and storage.  Office 365 E3: Includes advanced security, compliance features, and desktop apps.  Office 365 E5: Includes all E3 features, plus analytics and advanced security.
  • 12. Short video of basic view of M365 admin centre in next slide.
  • 14. Scenarios: How To Assign Licenses For Office 365  Steps 01-Sign in to Office 365  Steps 02- Navigate to Host Pilot Control Panel > Services > Office 365 > Resources.  Steps 03-Sign in to Office 365 with your admin credentials.
  • 15.  To access the Admin Center, click on the App launcher and select Admin, or simply click on the Admin option located at the bottom left corner of the page
  • 16. View available licenses  Once logged in in the O365 Admin Center, In the left panel navigate to Billing > Licenses. The table lists available license types and the total number of available licenses and the number of licenses that are assigned to users.
  • 17.  Assign/unassign a license for one user  Once logged in in the O365 Admin Center, Navigate to Users > Active Users.  Check the box next to the user who you want to add or remove a license for.  Click the name of the user you have checked previously, and click Licenses and apps.
  • 19.  In the Licenses and apps tab, do one of the following: To assign a license to the selected user, select the license you want to assign by marking the checkbox next to the license.  To unassign a license from the user, deselect the license you want to remove.
  • 21.  By default, all services associated with that license are automatically assigned to the user. To limit which services are available to the user, scroll down to the Apps field, and disable the services that you want to remove for that user by unchecking the boxes next to the respective services.
  • 22.  At the bottom, choose Save changes.
  • 23. End of the Day 01 session.