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Microsoft

Configure and manage Microsoft 365 tenants and workloads

Microsoft via Microsoft Learn

Overview

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  • Prepare a Microsoft 365 tenant for a new division by understanding its foundations, delegating administration, verifying a custom domain, configuring branding, and choosing organization settings.

    After completing this module, you can:

    • Describe the Microsoft 365 tenant and how it's provisioned.
    • Assign least-privilege administrator roles for tenant management tasks.
    • Add and verify a custom domain for Microsoft 365 services.
    • Configure organization branding in the Microsoft 365 admin center and Microsoft Entra sign-in experience.
    • Navigate organization information and data locations, and configure organizational settings for privacy, service defaults, release preferences, and notification senders.
  • Assign Microsoft 365 licenses at scale, troubleshoot assignment issues, and distinguish product access, maker permissions, and pay-as-you-go funding for AI services.

    After completing this module, you can:

    • Assign and manage Microsoft 365 licenses directly or through groups, including enabling and disabling service plans within a license.
    • Verify license assignments and troubleshoot nested-group limitations, disabled service plans, usage locations, and insufficient licenses.
    • Choose the product entitlement, maker permissions, and funding model for Microsoft 365 Copilot, Microsoft Copilot Chat, Copilot Studio, or Agent 365.
    • Describe how Microsoft 365 billing is structured, including billing accounts, billing profiles, invoices, and self-service purchases.
    • Configure a pay-as-you-go billing policy that links an Azure subscription to a metered AI service for a specific group.
    • Assign the least-privileged administrator role for a given licensing or billing task.
  • Configure Microsoft 365 Backup, monitor service health and network connectivity—including Microsoft Copilot's WebSocket requirements—and use usage reports and Adoption Score to keep a Microsoft 365 tenant resilient, current, and continuously improving.

    After completing this module, you can:

    • Configure Microsoft 365 Backup policies and select recovery options for OneDrive, SharePoint, and Exchange.
    • Monitor service health and configure incident/advisory notifications.
    • Diagnose and resolve network connectivity issues—including Microsoft Copilot's WebSocket requirement—affecting Microsoft 365 experiences.
    • Interpret Microsoft 365 usage reports and Adoption Score categories, including AI Adoption, to identify and guide organizational improvement actions.
    • Describe the client- and endpoint-management surfaces a Microsoft 365 administrator coordinates with—Microsoft 365 Apps update channels, Microsoft Defender for Endpoint, and Microsoft Intune—and how endpoint management relates to authentication, identity, and access.
  • Create and manage user and shared mailboxes with the right conversion, permissions, sizing, and licensing decisions; understand conceptual Exchange Online mail routing; configure Teams channels; and verify transcript-grounded Microsoft Copilot meeting behavior.

    After completing this module, you can:

    • Create and manage user and shared mailboxes, including permissions, sizing, and licensing requirements.
    • Create and manage teams, channels, owners, and members.
    • Configure Microsoft Copilot in Teams meetings, including transcription requirements.
    • Describe how mail routes through Exchange Online, including accepted domains and connectors at a conceptual level.
  • Configure SharePoint sites, permissions, and sharing settings, apply Restricted Content Discovery and Restricted Access Control, and explain how legacy Restricted SharePoint Search affects organization-wide discovery.

    After completing this module, you can:

    • Create and manage SharePoint sites, including site permissions (owners, members, and visitors; permission levels; and site sharing).
    • Configure SharePoint and OneDrive external sharing settings that set the governance ceiling for what Microsoft Copilot can surface.
    • Identify overshared or high-risk SharePoint content using data access governance reports.
    • Apply Restricted Content Discovery and Restricted Access Control, and explain how legacy Restricted SharePoint Search affects organization-wide discovery.
    • Select the appropriate content-governance control based on a given oversharing or discoverability requirement.

Syllabus

  • Provision and brand a Microsoft 365 tenant
    • Introduction
    • Understand the Microsoft 365 tenant
    • Assign least-privilege administrator roles
    • Add and verify a custom domain
    • Exercise - Delegate domain administration and add a custom domain
    • Configure organization branding across two portals
    • Exercise - Configure organization branding
    • Configure organizational settings
    • Exercise - Configure organizational settings
    • Module assessment
    • Summary
  • License Microsoft 365 and AI services at scale
    • Introduction
    • Assign and manage Microsoft 365 licenses
    • Verify and troubleshoot license assignments
    • Exercise - Verify group-based license assignments
    • License AI services for the right populations
    • Understand how Microsoft 365 billing is structured
    • Set up pay-as-you-go billing for AI-service usage
    • Exercise - Configure pay-as-you-go billing for a Microsoft Copilot Chat agent pilot
    • Module assessment
    • Summary
  • Keep a Microsoft 365 tenant resilient and healthy
    • Introduction
    • Configure Microsoft 365 Backup for critical workloads
    • Exercise - Configure Backup for Relecloud's critical workloads
    • Monitor service health and configure notifications
    • Diagnose network connectivity issues affecting Microsoft Copilot
    • Exercise - Diagnose Relecloud's satellite-office Microsoft Copilot connectivity failure
    • Monitor Microsoft 365 usage and adoption
    • Exercise - Interpret Relecloud's Microsoft Copilot adoption data
    • Recognize the endpoint and client-management ecosystem
    • Module assessment
    • Summary
  • Configure Exchange Online and Microsoft Teams workloads
    • Introduction
    • Create and manage mailboxes
    • Delegate mailbox access: Full Access, Send As, and Send on Behalf
    • Exercise - Configure Relecloud shared mailboxes and delegate access
    • Understand how mail routes through Exchange Online
    • Create and manage teams, channels, owners, and members
    • Configure Microsoft Copilot in Teams meetings
    • Exercise - Build a Microsoft Copilot-ready team for Relecloud's account managers
    • Module assessment
    • Summary
  • Govern SharePoint and OneDrive for Microsoft Copilot
    • Introduction
    • Create and manage SharePoint sites
    • Set the boundary: SharePoint and OneDrive sharing settings
    • Find overshared sites before Microsoft Copilot does
    • Exercise - Set up a safe Finance lab site and audit sharing
    • Limit broad discovery, not access: Restricted Content Discovery
    • Enforce access with Restricted Access Control
    • Troubleshoot legacy Restricted SharePoint Search
    • Choose the right control for the job
    • Exercise - Apply and verify Restricted Content Discovery
    • Module assessment
    • Summary

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