- 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.
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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