Microsoft 365 Business for Admins For Dummies

Jennifer Reed is the co-author of Office 365 For Dummies and founder of Cloud611, an IT services company that helps SMBs take advantage of cloud technologies to drive business outcomes. As a solutions architect, Jenn has helped migrate thousands of users to Office 365. As a manager of a high-performing team of solutions architects, Jenn's focus is enabling IT departments to adapt to evolving technological innovations and adopt the best approach to digital transformation.<

Introduction 1

About This Book 2

Foolish Assumptions 2

Icons Used in This Book 2

Beyond the Book 3

Where to Go from Here 3

Part 1: Transforming the Small Business 5

Chapter 1: Understanding the New World of Work 7

Creating a Productive Workplace 8

Realizing the value of Microsoft 365 Business 8

Promoting teamwork in a diverse workforce 9

Keeping Business Technology Current 11

Looking back at traditional IT businesses 12

Running a modern IT environment 12

Safeguarding Business Data 13

Security is everyone’s business 13

Taking a layered approach to security 14

Chapter 2: Getting to Know Microsoft 365 Business 17

Understanding the Microsoft 365 Plans 18

Breaking down the Enterprise plan 19

Deciding whether the Business plan is right for you 19

Exploring Admin Center 21

Getting to know the Admin Center home page 21

Discovering admin centers 23

Growing Your Business with the Bookings App 24

Administering Bookings licenses 24

Installing the Bookings app 25

Part 2: Implementing Microsoft 365 27

Chapter 3: Preparing for Implementation 29

Setting the Stage for the Rollout 30

Introducing Microsoft Azure 30

Getting to know Azure Active Directory 31

Building the implementation road map 32

Taking Care of Prerequisites 34

Getting ready for Windows 10 Business 34

Flying on autopilot with Windows AutoPilot 35

Branding sign-in pages 36

Chapter 4: Migrating to Office 365 39

Moving Your Email System to Exchange Online 40

Basic email migration overview 41

Capitalizing on the Office 365 Mail Migration Advisor 42

Migrating Files to SharePoint Online 45

Do-it-yourself with the SharePoint Migration Tool 46

Syncing files with the OneDrive client 48

Customizing the Microsoft Teams Tool 48

Chapter 5: Deploying Windows 10 51

Making the Case for Windows 10 52

Getting cloud-ready with Windows 10 52

Windows as a service (WaaS) at a glance 53

Completing the Setup Wizard before Deployment 55

Manually Deploying Windows 10 Business 58

Deploying with Windows AutoPilot 61

Capturing the device ID 61

Registering the device for AutoPilot deployment 66

Stepping through the OOBE 67

Chapter 6: Configuring Security Features 69

Securing the Front Door 70

Office 365 Advanced Threat Protection overview 70

ATP Safe Attachments 71

ATP Safe Links 74

Using Encryption to Protect Email 75

Azure Information Protection labels 76

Sending an encrypted email 77

Chapter 7: Getting Tactical with the Deployment 79

Peering into a Real-Life Deployment 80

Questions to ask before deployment 80

Tales from the deployment trenches 81

Planning the Deployment 82

Part 3: Driving Productivity and Collaboration 85

Chapter 8: Unlocking Enhanced Collaboration 87

Understanding the Advanced Technologies in the Solution 88

All together as one with Groups 88

Connecting the dots with Office Graph 91

Serving up content with Delve 91

Getting to Know Your Collaboration Toolkit 93

Creating a team site in SharePoint 93

Being social at work with Yammer 95

Chapter 9: Teaming Up Digitally 97

Exploring Microsoft Team Capabilities 98

Making the case for Microsoft Teams 98

The Microsoft Teams user interface 100

Planning Your Microsoft Teams Deployment 101

Building a roadmap with your people 102

Getting your network ready 103

Getting your users ready for Microsoft Teams 103

Configuring Microsoft Teams 104

Integrating Microsoft Teams with Office 365 Services 107

Part 4: Building a Culture Of Security 109

Chapter 10: Managing Passwords 111

Knowing What You’re Up Against 112

Today’s common attacks 112

Applying the latest password guidance 114

Enabling Self-Service Password Reset (SSPR) 116

Rolling out SSPR in your organization 116

The end user’s experience in SSPR 118

Changing passwords from the MyApps portal 120

Living in a Password-Less World 121

Chapter 11: Configuring Multi-Factor Authentication 123

Getting Grounded on Authentication 124

MFA in the Microsoft ecosystem 124

Best practices from the trenches 125

Deploying MFA 126

Admin tasks for setting up MFA 127

Enabling end users for MFA 128

End-user MFA experience 130

Managing MFA 132

Chapter 12: Demystifying Information Protection 135

Configuring AIP 136

The evolution of AIP 136

Activating AIP 137

Getting familiar with labels 138

A few words about policies 140

Putting AIP Into Action 142

Installing the AIP client 142

Applying a label to a document 144

Revoking access to information 145

Chapter 13: Measuring Your Security Posture 147

Exploring the Secure Score Dashboard 148

Getting to the dashboard 148

Understanding your score 149

Taking action to improve your score 150

Comparing your score 153

Reviewing the Score Analyzer 154

Part 5: Managing Mobile Devices and Apps 157

Chapter 14: Introducing Microsoft Intune 159

Getting to Know Intune 160

Better together with Intune and AAD 160

Toggle switch revelations 161

Choosing Between MDM and MAM 164

Making the case for MDM 164

Choosing MAM 167

Chapter 15: Managing Mobile Devices 169

Understanding Device Management 170

Stepping through the device lifecycle 171

Preparing for device management 172

Working in the Device Management Portal 177

Preparing for device enrollment 178

Configuring Apple enrollment for MDM 178

Setting up a device compliance policy 182

Assigning device compliance polices 184

Creating a device configuration profile 185

Administering an enrolled device 187

Walking in the End User’s Shoes 188

Chapter 16: Managing Mobile Applications 193

Laying the Groundwork for MAM 194

Understanding app protection policies 194

Different ways to do MAM 196

Reviewing the Default App Policies 196

Application policy for Window 10 197

Application policy for iOS 198

Going Beyond the Basics 201

Adding an app to the Company Portal app 201

Downloading the Excel app from the Company Portal app 202

Chapter 17: Browsing with the Edge Mobile App 205

Driving Users to (the) Edge Is Good 206

Value for the organization 206

Value for the end user 207

Deploying Edge as Managed App 208

Creating the Edge app configuration policy 209

Assigning the Edge app configuration policy 211

Adding the Edge app to the Company Portal app 212

Installing the Edge mobile app 212

Testing the Edge mobile app policy 215

Testing conditional access in the Edge mobile app 218

Part 6: Administering the Service 221

Chapter 18: Working in Microsoft 365 Admin Center 223

Modernizing IT Management 224

Experiencing the new Admin Center 224

Personalizing the experience 226

One-Stop-Shop User Management 228

Interacting with the Users List 229

Managing users 230

Chapter 19: Creating Reports and Alerts 233

Keeping Apprised with Reports 234

Usage Reports in Microsoft 365 Admin Center 234

Reviewing the Reports in Security Admin Center 235

Turning on audit logs 238

Setting Up Alerts 240

Chapter 20: Managing Collaboration Workspaces 243

Understanding Teamwork in Microsoft 365 244

Use cases for OneDrive for Business 244

The benefits of SharePoint Online 246

The deal about Microsoft Teams 248

Better three-gether: OneDrive, SharePoint, and Microsoft Teams 249

Working in SharePoint Admin Center 250

Turning on the new experience 250

The Home Page 251

Active Sites under the Sites group 252

Access Control under the Policies group 253

The Settings Menu 253

Part 7: The Part of Tens 255

Chapter 21: Ten Apps and Features an Admin Should Know 257

BitLocker 258

End User Communications 259

Microsoft Flow 260

Microsoft Forms 261

Microsoft Planner 262

Microsoft PowerApps 263

Microsoft Search 264

Microsoft Stream 265

Microsoft Sway 266

Service Health 267

Chapter 22: Ten Ways to Be Productive in Microsoft 365 Business 269

Pick Up Where You Left Off 270

Share Documents with Confidence 270

Co-Author Anytime, Anywhere 271

Catch Someone’s Attention Easily 272

Figure Out Whodunnit 272

Blur My Background Please 273

Design Like a Pro by Using AI 274

Talk, Don’t Type 275

Go Hands-Free with Read Aloud 275

Time Travel with Windows Timeline 276

Chapter 23: Ten Tips to Drive Adoption 279

Get Leaders to Sponsor the Effort 280

Recruit and Activate Champs 280

Communicate the Change 281

Develop and Execute a Training Plan 282

Start with “Easy Win” Scenarios 282

Provide Self-Service Resources 283

Highlight the Wins 284

Check the Usage Report 284

Be Ready to Provide Support 285

Bring in the Pros 285

Index 287