Sharepoint Office 365 PDF
Sharepoint Office 365 PDF
Sharepoint Office 365 PDF
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Domains in Office 365
What is a domain?
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Groups overview
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Office 365 operated by 21Vianet
About Office 365 operated by 21Vianet
About Office 365 operated by 21Vianet
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Office 365 admin overview
7/5/2019 • 2 minutes to read • Edit Online
When you buy an Office 365 business plan, we give you a special account that has admin permissions. This
account is called an admin account.
With this account you can access the admin center to manage your business: add users, manage your subscription,
reset passwords, and more. Try it!
Sign in with your admin account at https://aka.ms/admincenter.
Sign in with your admin account at https://portal.office.de/adminportal/home#/homepage.
Sign in to Office 365 operated by 21Vianet.
If you get the message "You don't have permission to access this page or perform this action," you aren't an
admin.
Sign up for Office 365 for business so your team can begin using the latest versions of Word, Excel, PowerPoint,
and other Office programs in your business.
Watch a quick overview of the three Office 365 for business plans, or scroll down for more info.
Sign up for Office 365 for business so your team can begin using the latest versions of Word, Excel, PowerPoint,
and other Office programs in your business.
Watch a quick overview of the three Office 365 for business plans is best for your business. or scroll down for
more info.
Office 365 operated by 21Vianet is designed to meet the needs for secure, reliable and scalable cloud services in
China. This service is powered by technology that Microsoft has licensed to 21Vianet. Microsoft does not operate
the service itself. 21Vianet operates, provides and manages delivery of the service. 21Vianet is the largest carrier-
neutral Internet data center services provider in China, providing hosting, managed network services, and cloud
computing infrastructure services. By licensing Microsoft technologies, 21Vianet operates local Office 365
datacenters to provide you the ability to use Office 365 services while keeping your data within China. 21Vianet
also provides your subscription and billing services, as well as support.
NOTE
These services are subject to Chinese laws.
When you sign up for Office 365 operated by 21Vianet, your team can begin using the latest versions of Word,
Excel, PowerPoint, and other Office programs in your business.
Ready to sign up? Select a Plan.
Choose a plan
Before you buy, put some thought into the plan you sign up for. This will help prevent growing pains later.
Need help choosing? Sales consultants are available to answer your questions. Just go to Compare all products
and choose one of the contact support options listed at the left side of the page.
Choose a plan
Before you buy, put some thought into the plan you sign up for. This will help prevent growing pains later.
Need help choosing? Sales consultants are available to answer your questions. Just go to Compare all products
and choose one of the contact support options listed at the left side of the page.
NOTE
The email address you enter here is different from your Office 365 email address (your logon name, below).
Because this is where we also send your billing information, we recommend you use an e-mail address that's
appropriate for receiving business email.
A sign-in name (user ID ): This becomes your initial Office 365 email address, just to get you started
quickly.
This is the email address you use to sign in. For example, if your business name is Fourth Coffee, you might
choose [email protected] for your user ID.
Most people add their own custom domain shortly after they sign up so they can start getting email to it.
For example, if you have a custom domain named fourthcoffee.com, you can set up your email address as
[email protected].
Payment information:
You can pay for your subscription with a credit card. If the cost reaches a certain amount, you may also have
the option to pay by invoice.
IMPORTANT
When you sign up, be sure to choose the best payment option for your organization. Changing payment options
involves calling billing support.
About the Microsoft 365 admin center
7/5/2019 • 3 minutes to read • Edit Online
If you purchased an Office 365 business plan AND you have admin permissions, you have access to the
admin center. This article is for you!
If you are a user or have an Office 365 home plan, you do not have an admin center. To set up Office 365,
go to Download and install or reinstall Office 365 or Office 2016 on a PC or Mac.
You use the admin center to set up your organization in the cloud, manage users, manage subscriptions, and
much more. In this article, learn how to get to the admin center and learn about available features and settings.
Home This is the landing page in the new admin center. You'll see
where to manage users, billing, service health, and reports.
Settings Manage global settings for apps like email, sites, and the
Office suite. Change your password policy and expiration
date. Add and update domain names like contoso.com.
Change your organization profile and release preferences.
And choose whether partners can access your admin center.
Health View the service health at a glance. You can also check out
more details and the service health history. Check out How to
check Office 365 service health.
Use Message center to keep track of upcoming changes to
features and services. We post announcements there with
information that helps you plan for change and understand
how it may affect users. Get more details in Message center
in Office 365.
Admin centers Open separate admin centers for Exchange, Skype for
Business, SharePoint, Yammer, and Azure AD. Each admin
center includes all available settings for that service.
For example, in the Exchange admin center, set up and
manage email, calendars, distribution groups, and more. In
the SharePoint admin center, create and manage site
collections, site settings, and OneDrive for Business. In the
Skype for Business admin center, set up instant messaging
notifications, dial-in conferencing, and online presence.
Learn more about the Exchange admin center and SharePoint
Admin Center.
Note: The admin centers available to you depend on your
plan and region.
Your organization recently got Office 365, and now you need to use it so you can start reading email, sharing
documents, and more. Learn how to set up and use Office 365 on your computer, phone, and tablet.
See also
Set up Office 365 for business - Admin Help
What subscription do I have?
7/5/2019 • 2 minutes to read • Edit Online
If you're an admin, you can verify which subscriptions your organization has by going to the admin center.
Not an admin? See What Office 365 business product or license do I have?
Use the old admin center to determine what subscriptions you have
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
If you're using Office 365 operated by 21Vianet, go to this Subscriptions page.
2. If you have only one subscription, it will be displayed on the Subscriptions page, along with the
subscription name, information about the subscription, and its status. In the following screenshot, you can
see that I have an Office 365 Business subscription.
3. If you have multiple subscriptions, you'll see a column next to the detailed subscription information that lists
the subscriptions that have been purchased, as well as any trial subscriptions. By default, the subscription at
the top of the list is automatically selected, and the detailed information for that subscription is shown.
If you have multiple subscriptions, choose the one for which you want to see detailed information. The
subscription card will update with information about that subscription.
NOTE
If you have subscriptions that have expired or have been disabled, they'll be listed based on their current state.
Related topics
Subscriptions and billing
Learn about Office 365 Germany
7/19/2019 • 2 minutes to read • Edit Online
Office 365 Germany is a differentiated option to the Office 365 services already available across Europe. It helps
address the needs of the most regulated customers in Germany, the European Union (EU ), and the European Free
Trade Association (EFTA) by delivering our industry-leading productivity services for digital work, from German
datacenters, with data residency in Germany, and strict data access and control measures via a unique data trustee
model governed under German law.
The data trustee, T-Systems International, an independent German company and subsidiary of Deutsche Telekom,
controls physical and logical access to customer data. Customer data cannot be accessed without approval from or
supervision by the data trustee, which is governed by German law.
Learn more about how Office 365 Germany is designed to meet compliance and regulatory needs.
General information
Subscriptions, billing, and technical support Germany-based support available in German and English For
details, see Contact support for business products - Admin
Help.
Versions of Office older than Office 2013 or Office 365 Not supported.
ProPlus1
SharePoint Store Each app that is available in a Microsoft app store is provided
by either Microsoft or a third-party app publisher and is
subject to a separate privacy statement and terms and
conditions. Data provided through the use of a Microsoft app
store and any app may be accessible to Microsoft or the third-
party app publisher, as applicable, and transferred to, stored,
and processed in the United States or any other country
where Microsoft or the app publisher and their affiliates or
service providers maintain facilities. Please work with the app
publisher to make sure it meets requirements for your Office
365 Germany deployment.
For a more detailed look at services available for each Office 365 plan, see the Office 365 Service Description.
About the Microsoft 365 admin mobile app
7/5/2019 • 2 minutes to read • Edit Online
Are you an admin who's usually on the go? Then check out the Microsoft 365 Admin app. You can use the app to
manage your online organization from your phone or tablet. You can get the app from the Apple Store, and from
Google Play.
The admin app is a feature-rich app that has over 80 features to help you manage your org when you can't get to a
computer. Here's a list of just a few of the tasks you can do from the app:
Get service health and change notifications
Create a service request
Reset a user's password
Assign licenses
Add or remove group memberships
Add users
And if you're someone who is responsible for more than one online organization, you sign in to multiple orgs and
quickly switch between them.
IMPORTANT
If you're having trouble using the Admin mobile app on iOS or Android, email us at [email protected] to let us
know.
Follow these five steps to get your business or nonprofit up and running with Office 365 Business Premium.
Not a business? See Set up for Office 365 Home or Office 365 Personal.
Business Premium
Business Essentials
Business
Education
These steps are for businesses and nonprofits that have the Office 365 Business Premium plan.
1. Sign up
1. To sign up for an Office 365 business plan, go to the Office Products site and choose Buy now.
2. Choose the plan you want to sign up for, such as Office 365 Business Premium.
3. Follow the steps to sign up for an Office 365 business plan and then add users and connect your domain.
In the United States, call 1 800 865 9408. In Canada, call 1 800 865 9408.
In Australia, call 1 800 197 503. In the United Kingdom, call 0800 032 6417.
For other countries, see Contact support for business products - Admin Help.
Plan your setup of Office 365 for business
7/5/2019 • 10 minutes to read • Edit Online
This article is for people who have subscribed to an Office 365 business plan.
There are a few things you need to decide, and info you need to have on hand, before moving your business to
Office 365.
Info to have on hand before you run the Office 365 setup wizard
When you're ready to run the Office 365 setup wizard and move your domain to Office 365, here's the info you'll
need to have on hand:
1. List of people you want to add to Office 365. Even if you've already added them to Office 365, if you're
updating your domain information, you need to enter their names here.
2. How you're going to notify your employees of their Office 365 user ID and password so they can sign in.
Are you going to call them with the info? Or send it to their personal email address? They won't have access
to their Office 365 email, so you can't use that.
3. If you have a domain name for your business (such as contoso.com) and you plan on using Office 365
email, you'll need to know where your domain is registered and have sign-on information.
What happens when you run the Office 365 setup wizard
Here are the steps you'll do when you run the setup wizard:
1. Add your domain, such as contoso.com.
When you signed up for Office 365, you got a user ID that includes an "onmicrosoft.com" domain. In this
step, you can add your own domain so your user ID and email are personalized for your business, like
[email protected]. Domain setup can be confusing, but we'll guide you through it step by step. What's a
domain?
2. Verify your domain. In this step, the wizard gives you a code - called a TXT value - that you enter at your
domain registrar. If your registrar is GoDaddy, the wizard prompts you to login in at GoDaddy so Office 365
can enter the code for you!
3. Add your users. You can add users later, too; see Add users individually or in bulk.
NOTE
If you need to Assign admin roles in Office 365 for business to the users you add in the wizard, you can do that later
on the Users page.
4. Migrate email and contacts from another email service that uses IMAP (such as Gmail). For more migration
options, or if you just want to migrate your email later, see Migrate email and contacts to Office 365.
5. Setup online services, such as email and Skype for Business.
6. Change your nameservers. (You don't have to do this step if your domain registrar is GoDaddy.)
IMPORTANT: After you do this step, your user's email will be delivered to their Office 365 mailbox. It may
take up to 72 hours for your domain provider to start rerouting email.
NOTE
You can also update your account to the new domain on the Users page.
If you get stuck at any point, call us. We're here to help!
Just a few If you don't want to use the setup wizard to migrate the
mailboxes, you can let mailbox owners migrate their own email
and contacts. See Migrate email and contacts to Office 365 for
business.
Check the Domains FAQ if you don't find what you're looking for.
To Add, modify or remove domains you must be a Global Administrator of a business or enterprise plan. These
changes affect the whole tenant, Customized administrators or regular users won't be able to make these
changes.
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
1. In the Admin center, go to the Domains page, or choose Setup > Domains.
If you're using Office 365 Germany, go to this Domains page.
If you're using Office 365 operated by 21Vianet, go to this Domains page.
2. Choose Add domain.
3. Enter the name of the domain you want to add, then choose Next.
4. Choose how you want to verify that you own the domain.
a. If your domain is registered at GoDaddy or 1&1, choose Sign in and Office 365 will set up your
records automatically.
b. You can have an email sent to the registered contact for the domain with a verification code. If you
don't recognize or have access to the email on record, you can use option 3.
c. You can use a TXT record to verify your domain. Select this and choose Next to see instructions for
how to add this DNS record to your registrar's website. This can take up to 30 minutes to verify
after you've added the record.
5. Choose how you want to make the DNS changes required for Office to use your domain.
a. Choose Add the DNS records for me if you want Office to configure your DNS automatically.
b. Choose I'll add the DNS records myself if you want to attach only specific Office 365 services to
your domain or if you want to skip this for now and do this later.
If the portal doesn't recognize your registrar, you can follow these general instructions.
Check our list of host-specific instructions to find your host and follow the steps to add all the records you
need.
If you don't know the DNS hosting provider or domain registrar for your domain, see Find your domain
registrar or DNS hosting provider.
If you want to wait for later, scroll to the bottom and choose Skip this step.
7. Click Finish - you're done!
Domains FAQ
7/5/2019 • 17 minutes to read • Edit Online
This article contains answers to Frequently Asked Questions about domains in Office 365.
If you can't find an answer to your question, let us know by leaving a comment and we'll add it to the list.
What is MX priority?
Mail is delivered to the mail exchange server with the lowest preference number (highest priority), so the MX
record you use for mail routing should have the lowest preference number, typically 0 or High priority.
When you create an MX record, most DNS hosting providers require you to set the preference number.
Some label the box preference , and some label it priority .
Some require a number, and some ask you to select Low , Medium , or High .
If you only have one MX record, any value is fine for priority or preference.
If you have more than one, make sure the MX record for mail routing is higher priority than the one used
for validating that you own the domain.
Can I pilot Office 365 with just a few email addresses from my custom
domain?
You can, but there are limitations:
Your current email provider must provide email forwarding.
You need to manage your Office 365-related DNS records at your DNS hosting provider, rather than
having Office 365 manage these records for you. To learn what this entails, see Add your domain to Office
365 when you want to manage your own DNS records.
Some Office 365 features won't be available:
Users won't be able to see free/busy information for the users who are on the other email provider.
Admins won't be able to administer everyone's accounts from one place.
Users may not be able to use Office 365 spam filtering
How to set up an Office 365 pilot
1. Sign in to the Microsoft 365 admin center
a. Sign in to Office 365 with your work or school account.
b. Choose Setup > Domains.
2. Verify that you own the domain you want to use
a. On the Domains page, choose Add domain.
b. In the panel, type the domain, in this example cohowinery.com, and then choose Next.
c. On the Verify domain page, follow the step-by-step instructions.
d. In the drop-down list, select your DNS hosting provider, and follow the instructions to show that
you own the domain.
e. Choose Verify. It takes between a few minutes and 72 hours for DNS changes to take effect.
f. When verification is successful, you'll be asked to modify your DNS records.
3. Mark the domain as shared in Exchange Online
a. Go to the Exchange admin center (EAC ).
b. In EAC, in the Mail flow section, click Accepted domains.
c. Double-click the domain you want to modify.
d. In the window that opens, select Internal Relay.
e. Click Save. This setting may require a few minutes to take effect.
4. Optionally, unblock the existing email server
a. Office 365 uses Exchange Online Protection (EOP ) for spam protection. If EOP detects a high
volume of spam being forwarded by your current mail server, it may block it, which would prevent
forwarding from working. If you are confident with the spam protection your other email provider
uses, you can whitelist their server in Office 365. However, this will also allow any spam that
arrives through your original server to come through to the Office 365 mailboxes, and you won't
be able to evaluate how well Office 365 prevents spam.
b. Go to Exchange admin center (EAC ).
c. In EAC, choose Protection, and then choose Connection filter.
d. In the IP Allow list, choose +, and add the mail server IP address that you can get from your
current email provider.
5. Create user accounts and set the primary (reply-to) address
a. Go to the Microsoft 365 admin center.
b. On the left navigation bar, choose Users > Active Users.
c. Create the user accounts.
d. For each account choose + (New), and fill out the required information.
e. To keep user's email the same as it is currently, the User name field should be exactly the same as
the user's existing email address.
f. Next to User name, select your custom domain name from the drop-down list.
g. Choose Create > Close.
6. Update DNS records at your DNS hosting provider
a. Sign in to your DNS hosting provider's website, and follow the Create DNS records at any DNS
hosting provider for Office 365 steps. Make the following exceptions:
a. Do not create a new MX record or change your existing MX record.
b. If you already have a Sender Policy Framework (SPF ) record for your previous email
provider, instead of creating a new SPF (TXT) record for Exchange Online, just add
"include:spf.protection.outlook.com" to the current TXT record. For example, "v=spf1 mx
include:adatum.com include:spf.protection.outlook.com ~all".
c. If you don't have an SPF record yet, modify the one recommended by Office 365 to include
the domain for your current email provider, plus spf.protection.outlook.com. This authorizes
outgoing messages from both email systems.
7. Set up email forwarding at your current provider
a. At your current email provider, set up forwarding for your users email accounts to your
onmicrosoft.com domain:
b. User A's mailbox should forward to [email protected]
c. User B's mailbox should forward to [email protected]
d. When you complete this step:
e. All mail sent to [email protected] and [email protected] will be available in Office
365.
f. Notes:
Contact your current email provider for the exact steps for setting up forwarding.
You don't need to keep a copy of messages at the current email provider.
Most providers forward email leaving the Reply-to address of the sender intact, so that
replies go to the original sender.
8. Test mail flow
a. Sign in to Outlook Web App using User A's credentials.
b. Perform the following tests:
c. Test local Office 365 email. For example, send an email to User B. This email should be delivered
immediately. In this scenario, the message will not be routed to User B's mailbox on your original
server because Office 365 sees the mailbox as being local.
d. Test email to someone who's on the other email system. For example, send an email to User C. This
email should be delivered to User C's mailbox on your original mail server.
e. From an outside account, or from an employee's email account on the other email system, verify
that forwarding is set up properly on the other email system. For example, from User C's origninal
server account or a Hotmail account, send User A an email and verify that it arrives in User A's
Office 365 mailbox.
9. Move mailbox contents
a. Since there are only two users to move, and since User A and User B are both using Outlook
already, the email can be moved by opening the old .PST file in the new Outlook profile and
copying the messages, calendar items, contacts, etc. as shown in Import Outlook items from an
Outlook Data File (.pst). Once organized in the proper locations in the Office 365 mailbox, the
items can all be accessed from any device, anywhere.
b. When more mailboxes are involved, or if the employees are not already using Outlook, you can use
the migration tools available in the Exchange admin center. To get started, go to Exchange admin
center and follow the directions in Migrate Email from an IMAP Server to Exchange Online
Mailboxes.
Install Office applications
7/5/2019 • 2 minutes to read • Edit Online
Now that you have setup Office 365, you can set up the Office applications on your Mac, PC, or mobile devices.
Follow these links for information on how to set up:
Install Office applications: Install Office on your PC or Mac
Setup mobile devices: Office 365 mobile setup - Help
Setup email in Outlook: Windows or Mac
Having trouble? These troubleshooting resources can help:
Troubleshoot installing Office and Office 365
Migrate email and contacts to Office 365
7/5/2019 • 2 minutes to read • Edit Online
Import or copy email from Gmail or another email provider to Office 365.
Want help with this? Contact Office 365 for business support .
You need to use a version of Outlook that is installed on your desktop for this task. Outlook is included in most
Office 365 plans.
Import from Gmail
Follow these steps to import email, contacts, and calendar from Gmail into Outlook with Office 365:
Import Gmail to Outlook
Import contacts to Outlook
Import Google Calendar
One of the best ways to set up file storage and sharing for your business is to use OneDrive for Business and a
team site together. This is ideal if you have a small business with a few employees.
Office 365 includes a basic team site for you to get started. You can immediately start storing files in OneDrive and
collaborating on files in the team site.
NOTE
The basic team site is still provided but is now hidden. It can only be accessed from the Microsoft 365 admin center or the
SharePoint Online admin center.
Here are recommendations for what to store in each location when you use OneDrive and team sites together:
SharePoint team sites Collaboration. When you create an Files that have shared ownership. We
Office 365 group (for example, in the recommend separate team sites for
Microsoft 365 admin center, in Outlook, each unit of work in your organization.
or by creating a team in Microsoft For example, to keep personnel and
Teams) a SharePoint team site is created financial documents private to a small
for that group. Likewise, when you team, create a separate team site.
create a new SharePoint team site from
the SharePoint home page or from the
new SharePoint admin center preview, it
also creates an Office 365 group. For
more info see What is a SharePoint
team site? and Create a team site in
SharePoint Online.
NOTE
SharePoint also has other types of sites you can use for your business. You can use communication sites in your intranet to
publish information for a broad audience. And you can use hub sites to connect sites in your intranet.
1. Go to office.com to sign in, and sign in with your user name and password.
2. On the Office 365 home page, choose OneDrive.
3. In OneDrive, team members can store their own business-related files. You can share either individual files,
or a whole folder. Pick a file or folder, right click, and then choose Share.
4. On the Send Link page, leave the default selection Anyone with the link can view and edit.
Type names or email addresses of team members who you want to have access to the folder, and add an
optional message.
If you want your own copy of the email that will be sent, add your email address to the list.
5. When you're done entering who you want to share with, choose Send. The email is immediately sent to the
people you invite.
6. Here's what the email looks like.
2. While you're still signed in to Office 365, open Windows File Explorer from your taskbar or other location.
Go to the files you want to upload to your team site.
3. Select the files you want to upload to your team site, and then drag them to the Document library.
4. When you're done, the files will be stored in both your team site and your computer.
5. You can delete the files from your computer. In the next step, Sync online files with your PC or Mac, you're
going to create a new location for these files on your computer.
If you have a lot of files or large files to upload to your team site, read these tips on uploading large or many
files to a library.
If you need more storage space, see Change storage space for your subscription.
Sync online files with your PC or Mac
Now that you have files on your team site, you can set them up to sync with your PC or Mac. This way, you can
work on your files from your PC or Mac instead of working in Microsoft Edge, Chrome, or another browser. It's
also useful to have a version of your files synced on your computer for situations when you need to get to a file
and you aren't connected to the Internet.
After you set up files to sync with your computer, when you're connected to the Internet, they'll be synchronized
automatically.
Here's how to synchronize files on your team site with your desktop:
1. On the home page of your team site, choose Documents from the left-hand navigation menu. This takes
you to your Documents library.
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When syncing files on your team site, you're syncing each file library on the site, not the entire site.
2. Choose Sync to synchronize all the files. Or browse to the specific folder you want to sync.
3. If prompted to switch apps, choose Yes. OneDrive is the process doing the synchronization.
4. If you then get a Set up OneDrive prompt, sign in with your work or school account.
5. If you haven't yet synced your OneDrive, you might see a This is your OneDrive folder screen. Check the
path under Your OneDrive folder is here. Choose Change Location if you want to use a different path,
and then click Next.
6. The files in your team sites will appear in the left pane of File Explorer under the name of your organization.
The files in OneDrive will appear under "OneDrive - <Name of Organization>"
7. Test the synchronization by opening a file in the team's folder on your computer. Make a change, and then
choose Save.
IMPORTANT
Third party storage is enabled by default so you need to perform these steps right away if you don't want it available to your
users.
Next steps
Customize your team site for file storage and sharing . This step-by-step tutorial shows you how to you can
take advantage of more storage and collaboration features.
Set up Office apps on your tablets and phones. You need to do this so you can edit files that are stored
in OneDrive and on team sites from your tablet or phone. If you don't install the Office apps for your tablet
or phone, you'll be able to view the files but not edit them.
Install and set up Office on an Android with Office 365
Install and set up Office on an iPhone or iPad with Office 365
Set up Office on Windows Phone with Office 365
Customize your team site for file storage and sharing
7/5/2019 • 5 minutes to read • Edit Online
If you have a small business with a few employees, one of the best ways to set up and facilitate file sharing and
online collaboration is to use OneDrive for Business and a SharePoint team site together. Office 365 subscriptions
come with a classic team site. We recommend leaving it alone and creating a new team site that's connected to an
Office 365 group. If you want to use chat, you can create this site by creating a team in Microsoft Teams. For more
info about Teams, see Video: What is Microsoft Teams?. If you don't want to use Teams, you can create a team site
from the SharePoint start page.
What is a SharePoint team site?
Create a team site in SharePoint Online
Here are some ideas and links to help you customize, organize, and manage your team site.
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Check mainstream support end dates for all Office software at Microsoft Lifecycle Policy.
Upgrade steps
The steps below will guide you through the process of upgrading your users to the latest Office desktop client. We
recommend you read through these steps before beginning the upgrade process.
NOTE
For IT Professionals IT Professional responsible for planning and testing large scale deployments of Office in an
enterprise should also see Office 2007 end of support roadmap.
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If you don't want your users installing Office themselves, see Manage software download settings in Office 365. You can use
the Office Deployment Tool to download the Office software to your local network and then deploy Office by using the
software deployment method you typically use.
Add your company branding to Office 365 Sign In
page
7/5/2019 • 2 minutes to read • Edit Online
You can now use the Azure Active Directory (AD ) subscription that is included with your Office 365 subscription to
customize the sign-in page your users see.
Add company branding to your sign in page and Access Panel pages
If you have a paid subscription to Office 365, Microsoft Dynamics CRM Online, Enterprise Mobility Suite, or other
Microsoft services, you have a free subscription to Azure Active Directory. You can use Azure Active Directory to
create and manage user and group accounts, and add company branding to your pages. To activate this
subscription and access the Microsoft Azure Management Portal, you have to complete a one-time registration
process. Afterward, you can access Azure Active Directory from your Microsoft service that uses it. For instructions
on how to register your Office 365 subscription see Register your free Azure Active Directory subscription, and see
Manage the directory for your Office 365 subscription in Azure for general management instructions.
The following figure shows which parts of the sign-in page can be modified in Azure.
3. Under Type of group, select the dropdown and choose Distribution list.
4. Enter a name and add a description for your new distribution list.
You can choose whether you want people outside your organization to send email to the distribution list.
5. When you're ready, click or tap Add to create the distribution list, and Close to view your distribution list.
6. To add users to your distribution list, see Add a user or contact to an Office 365 distribution list.
Check out how to use distribution lists in Outlook 2016 and Outlook on the web in the Use contact groups
(formerly distribution lists) in Outlook topic.
Check out Troubleshooting distribution list issues for help with distribution list issues.
Customize the Office 365 theme for your
organization
7/5/2019 • 4 minutes to read • Edit Online
Learn how to customize your theme in the Microsoft 365 admin center. As the admin of your Office 365 for
business subscription, you can change the default theme that appears in the top navigation bar for everyone in the
organization. You can add your company logo and change the colors to match the rest of your brand. You can even
add a destination link for users to navigate to when clicking on your logo. You can see here the default theme and
custom theme result in Office 365.
5. Change the theme elements you want for your organization. Your changes will be previewed on this page:
Logo image: Choose whether to use an image from a URL or to upload an image. If you use a URL, please
ensure that the URL uses HTTPS and is 200 x 30 pixels of any format of any size. You may upload a logo
under 10 KB that is 200 x 30 pixels in JPG, PNG, GIF, or SVG format .
URL for a clickable logo: You may use your logo in the navigation bar as a link to any company resource.
You may enter the URL for the logo here, starting with http:// or https://. This is optional.
Background image: Select the image and upload your own JPG, PNG, or GIF with a resolution of 1366 x
50 pixels, no larger than 15 KB. The background image appears in the top navigation bar on every page.
NOTE
Images that contain text may not display as expected. Built-in elements that appear on the right and left sides of the
navigation bar can vary across services, and your text may be obscured by those elements. Due to the dynamic
nature of the navigation bar, at this time we are unable to provide guidance for image padding that would result in a
consistent experience.
Prevent users from overriding theme: Flip this toggle to prevent users from choosing their own theme
from our theme selection. This does not prevent users from being able to set a high contrast theme.
Nav bar background color: Select a color to use for the background of the navigation bar. The appears at
the top on every page.
Text and icons: Select a color to use for the text and icons on the top navigation bar.
Accent color: Select a color to use for the navigation bar button hover color and page accents like buttons
and text on certain applications.
User name: Choose whether to show a user's full name at the entry point to the account manager in the top
right of the page when the user is signed in. By default, users will see their photo or their initials if a photo
hasn't been uploaded.
6. Click or tap Save.
You'll see your new theme on the Microsoft 365 admin center right away and after a short delay, you'll see it
throughout Office 365, including Outlook and SharePoint pages. You can remove your custom icon or custom
colors at any time. Just return to the theme page and choose Remove custom theming
Best Practices
When choosing a Logo image, we recommend using an SVG file type, wherever possible, so that your logo will
have a high resolution appearance on all screens and at all zoom levels.
When choosing custom colors, choose a Nav bar background color that has a high contrast ratio with the Logo
image that you picked. Also choose a Text and icons color with a high contrast ratio to the Nav bar background
color to ensure that all text and icons are easily visible.
When choosing custom colors, pick an Accent color that shows up well on a white or light background. The
Accent color is used to color some links and buttons that show up on a white or light background. For example,
the Accent color is used to color elements in a user's inbox and on their Office.com portal page.
The recommended contrast ratio between text, icon, or button color and background color is 4.5:1.
Here is a simple flow chart to help you quickly get set up with a visually appealing custom Office 365 theme for
your organization:
I would like to use a colorful version of our logo.
We recommend the following settings:
Logo image: Your organization's colorful logo.
Navigation bar color: A neutral color. We recommend #FAF9F7 for a light color and #252423
for a dark color.
Text and icon color: A color to contrast the Navigation bar color. We recommend #FAF9F7 for
a light color and #252423 for a dark color.
Accent color: A dark brand color. With certain applications, this color must be visible on a light
background.
I would like to use a neutral version of our logo and represent color in the navigation bar.
We recommend the following settings:
Logo image: Your organization's neutral logo.
Navigation bar color: A brand color that contrasts against your logo.
Text and icon color: Choose a color that contrasts against the brand color you chose for the
Navigation bar color. We recommend #252423 for a dark color and #FAF9F7 for a light color.
Accent color: A dark brand color. With certain applications, this color must be visible on a light
background.
See Also
Add custom tiles to the My apps page and app launcher
Add users individually or in bulk to Office 365 -
Admin Help
7/5/2019 • 3 minutes to read • Edit Online
The people on your team each need a user account before they can sign in and access Office 365 for business.
The easiest way to add user accounts is to add them one at a time in the Microsoft 365 admin center. After you
do this step, your users will have Office 365 licenses, sign in credentials, and Office 365 mailboxes.
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Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
1. In the admin center, go to the Active users page, or choose Users > Active Users.
1. In the admin center, go to the Active users page, or choose Users > Active Users.
1. In the admin center, go to the Active users page, or choose Users > Active Users.
2. Choose Add a user.
Fill in the information for the user. Choose Add when you are done.
Name Fill in first, last, display name, and user name.
Domain For example, if the user's username is Jakob, and his domain is contoso.com, he'll sign in to
Office 365 by typing [email protected].
Contact information Expand to fill in a mobile phone number, address, and so on.
Password Use the auto-generated password or expand to specify a strong password for the user.
They'll need to change their password after 90 days. Or you can choose to Make this user change their
password when they first sign in.
Roles Expand if you need to make this user an admin.
Product licenses Expand this section and select the appropriate license. If you don't have any licenses
available, you can still add a user and buy additional licenses.
After you add a user, you'll get an email notification from the Microsoft Online Services Team. The email will
contain the person's Office 365 user ID and password so they can sign in to Office 365. You need to tell your
new user about their Office 365 sign in information. Use your normal process for communicating new
passwords.
NOTE
If you create users by migrating mail boxes, you will need to activate Office 365 user accounts by assigning licenses. If you
don't assign a license to a user, their mailbox will be disabled after a grace period of 30 days. See how to assign licenses to
users using the Microsoft 365 admin center.
Video: Add and manage users in the Microsoft 365 admin center
Next steps
Share the Employee quick start guide with your new users to set things up, like Office on a PC or Mac and Office
mobile apps.
Need help?
Contact Office 365 for business support.
Looking for how to delete your own Office 365 user account that you use at work or school? Contact the technical
support at your work or university to do these steps for you.
Global admin: Delete a user, stop paying for their license, and choose
what to do with their email and OneDrive content
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Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
If you are a global administrator, when you delete a user you can also give another user access to their email, and
choose what to do with their OneDrive content.
Things to consider...
Before you begin, think about what you want to do with the user's email and OneDrive content, and whether you
want to keep the license or stop paying for it.
Product licenses You can remove the license from the user and remove it from
your subscriptions to stop paying for that license. If you select
this option, the license will be removed automatically from
your subscriptions.
OneDrive content If the user saved their files to OneDrive, you can give another
user access to these files.
You'll need to move the files you want to keep within the
retention period that is set for OneDrive files. By default, the
retention period is 30 days. If you don't move the files
within the retention period after deleting the user, the
OneDrive content will be permanently deleted. To increase the
number of days that you retain OneDrive files for deleted
accounts, see Set the OneDrive retention for deleted users.
Get started
Since the guided experience walks through the steps to delete a user, here's how to get started.
1. Sign in to Office 365 with your global admin account.
2. In the admin center, go to the Active users page, or choose Users > Active Users.
3. Select the user you want to delete, choose Delete user.
User management admin: Delete one or more users from Office 365
IMPORTANT: Don't delete a user's account if you've converted it to a shared mailbox or if you've set up email
forwarding on the account. Those functions need the account there. If you've converted it to a shared mailbox, you
can Stop paying for the license from it so you aren't paying for it. If you set up email forwarding, you cannot
remove the license. Doing so will stop the email forwarding and inactivate the mailbox.
1. In the admin center, go to the Active users page, or choose Users > Active Users.
1. In the admin center, go to the Active users page, or choose Users > Active Users.
1. In the admin center, go to the Active users page, or choose Users > Active Users.
3. Choose the names of the users that you want to delete, and then choose Delete user.
Although you deleted the user's account, you're still paying for the license. See the next procedure to stop
paying for the license. Or, you can assign the license to another user. It won't be assigned to someone
automatically.
Stop paying for the license
Reducing the number of licenses is a separate step that can only be performed by the global admin or billing
admin.
1. In the admin center, go to the Subscriptions page, or choose Billing > Subscriptions. If you don't see this
option, you aren't a global admin or billing admin, and can't do this step.
2. Choose the subscription (if you have more than one) and then choose Add/Remove licenses to delete the
license so you don't pay for it until you hire another person.
Later when you go through the steps to add another person to your business, you'll be prompted to buy a
license at the same time, with just one click!
Do you want to delete Office 365 from your computer? Go to Cancel your subscription.
Related articles
Restore a user
Permanently delete a mailbox
Delete a User Account: use these instructions if your business uses Active Directory that is synchronizing with
Azure AD. You can't do it through Office 365.
Restore a user in Office 365
7/5/2019 • 3 minutes to read • Edit Online
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Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
When you restore a user account within 30 days after deleting it, the account and all associated data are restored.
The user can sign in with the same work or school account. Their mailbox will be fully restored. To find out how
much time remains before a specific user account can no longer be restored, contact us.
Here are a couple of tips:
Make sure there are Office 365 licenses available that you can assign to the account.
If your business uses Active Directory, see How to troubleshoot deleted user accounts in Office 365 for
instructions on restoring a user account.
3. On the Deleted users page, choose the names of the users that you want to restore, and then select
Restore.
3. On the Deleted users page, choose the names of the users that you want to restore, and then select
Restore.
NOTE
If two or more users fail to be restored, an error message advises you that the restore operation failed for some
users. View the log to see which users were not restored, and then restore the failed accounts one at a time.
3. On the Deleted users page, select the user that you want to restore, and then select Restore.
4. On the Restore page, follow the instructions to set the password.
5. Click Restore. Any conflicting proxy addresses are automatically removed from the user you are restoring.
6. Review the results, and then select Close.
Related Topics
Delete a user
Reset Office 365 business passwords
7/5/2019 • 2 minutes to read • Edit Online
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Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
2. Double-check that your Contact details and Alternate email are accurate. If not, change them now.
3. Sign out of Office 365: click on your name in the upper right corner (in the above image, shown as Diane)
> Sign out.
4. Now sign in again to Office 365: type your user name > Next > and then choose Forgot password.
5. Follow the steps in the wizard to reset your password. It uses your alternate contact info to verify you're the
right person to reset your password.
If you forgot your password and can't sign in to Office 365:
Ask another global admin in your business to reset your password for you.
Or, call Microsoft Support.
I'm lost!
Try this article: I forgot the username or password for the account I use with Office.
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Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
A global administrator for a Microsoft cloud service can use the Microsoft Azure AD Module for Windows
PowerShell to set user passwords not to expire. You can also use Windows PowerShell cmdlets to remove the
never-expires configuration or to see which user passwords are set to never expire.
This guide applies to other providers, such as Intune and Office 365, which also rely on Azure AD for identity and
directory services. Password expiration is the only part of the policy that can be changed.
NOTE
Only passwords for user accounts that are not synchronized through directory synchronization can be configured to not
expire. For more information about directory synchronization, see Connect AD with Azure AD.
Example:
To see the Password never expires setting for all users, run the following cmdlet:
To get a report of all the users with PasswordNeverExpires in Html on the desktop of the current user with
name ReportPasswordNeverExpires.html
Get-AzureADUser -All $true | Select-Object UserprincipalName,@{
N="PasswordNeverExpires";E={$_.PasswordPolicies -contains "DisablePasswordExpiration"}
} | ConvertTo-Html | Out-File $env:userprofile\Desktop\ReportPasswordNeverExpires.html
To get a report of all the users with PasswordNeverExpires in CSV on the desktop of the current user with
name ReportPasswordNeverExpires.csv
To set the passwords of all users in the organization so that they expire, use the following cmdlet:
Get-AzureADUser -All $true | Set-AzureADUser -PasswordPolicies None
To set the passwords of all the users in an organization to never expire, run the following cmdlet:
Get-AzureADUser -All $true | Set-AzureADUser -PasswordPolicies DisablePasswordExpiration
WARNING
Passwords set to -PasswordPolicies DisablePasswordExpiration still age based on the pwdLastSet attribute. If you set
the user passwords to never expire and then 90+ days go by, the passwords expire. Based on the pwdLastSet attribute, if
you change the expiration to -PasswordPolicies None , all passwords that have a pwdLastSet older than 90 days require
the user to change them the next time they sign in. This change can affect a large number of users.
Let users reset their own passwords in Office 365
7/5/2019 • 2 minutes to read • Edit Online
Getting crushed with people asking you to reset their passwords? As the Office 365 admin, you can let people use
the self-service password reset tool so you don't have to reset passwords for them. Less work for you!
Here are a few things you need to know:
You get self-service password reset for cloud users free with any Office 365 business, education, or
nonprofit paid plan. It doesn't work with Office 365 trial.
It uses Azure. You'll automatically get this feature in Azure for free when you do these steps. It won't cost
you anything to turn on self-service password reset if you don't use other Azure features.
If you're using an on-premises Active Directory, the above two points don't apply. Rather, you can set
this up but it requires a paid subscription to Azure AD Premium.
These steps turn on self-service password reset for everyone in your business.
1. Go to the Microsoft 365 admin center.
1. Go to the Office 365 admin center.
1. Go to the Office 365 admin center.
2. Choose Settings > Security & privacy.
3. Choose the link for the Azure AD admin center. You'll get Azure for free!
6. When your users sign in to Office 365, they will be prompted to enter additional contact information that
will help them reset their password in the future.
Related articles
Set the password expiration policy for your organization
Set an individual user's password to never expire
Resend a user's password in Office 365 - Admin Help
7/5/2019 • 2 minutes to read • Edit Online
This article explains how to resend the notification email to a new user in Office 365. You can do this by resetting
the user's password.
You must be an Office 365 global admin or password administrator to perform these steps.
1. Sign in to Office 365 with your work or school account.
2. Go to the Microsoft 365 admin center .
3. Select Users.
4. On the Active users page, choose the users and then choose Reset password.
6. Make sure you send the notification to an email address where your user can get it, and follow up with them
to make sure they got it.
Give mailbox permissions to another user in Office
365 - Admin Help
7/5/2019 • 2 minutes to read • Edit Online
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Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
As the Office 365 admin, you may have company requirements to allow some users access to another user's
mailbox. For example, you may want to enable an assistant to send or read email from their manager's mailbox, or
one of your user's the ability to send email on behalf of another user. This topic shows you how to accomplish this.
If you're looking for information about creating and managing shared mailboxes, check out Create a shared
mailbox.
You may need to change someone's Office 365 email address and display name if, for example, they get married
and their last name changes.
6. You'll see a big yellow warning that you're about to change the person's sign-in information. ChooseSave,
then Close.
7. Tell the person the following information:
This change may take a while to take effect.
What their new username is. They'll need it to sign in to Office 365.
If they are using Skype for Business Online, tell them they will need to reschedule any Skype for Business
Online meetings that they organized, and that they will need to tell their external contacts to update the old
contact information.
If they are using OneDrive, tell them that the URL to this location has been changed. If they have OneNote
notebooks in their OneDrive, then they may need to close and reopen them in OneNote. If they have shared
files from their OneDrive, then the links to the files may not work and the user can reshare.
If their password changed too, tell them that they will be prompted to enter the new password on their
mobile device, or it won't sync.
Did you get "A parameter cannot be found that matches parameter
name 'EmailAddresses"?
If you get the error message " A parameter cannot be found that matches parameter name
'EmailAddresses" it means that it's taking a bit longer for Office 365 to finish setting up your tenant, or your
custom domain if you recently added one. The setup process can take up to 4 hours to complete. Wait a while so
the set up process has time to finish, and then try again. If the problem persists, call Support and they will do a full
sync for you.
Did you get "We're sorry, the user couldn't be edited. Review the user
information and try again"?
If you get the error message " We're sorry, the user couldn't be edited. Review the user information and try
again." it means you aren't an Office 365 global admin and you don't have permissions to change the user name.
Find the Office 365 global admin in your business and ask them to make the change.
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This changes the person's userPrincipalName attribute and has no bearing on their email address. It is best practice,
however, to have the person's logon UPN match their primary SMTP address.
To learn how to change someone's username in Active Directory, in Windows Server 2003 and earlier, seeRename
a user account.
Related Topics
Admins: Reset a password for one or more users in Office 365
Add another email address to a user in Office 365
Create, edit, or delete a custom user view in Office
365
7/5/2019 • 3 minutes to read • Edit Online
If you're a global or user management admin of Office 365, you can create custom user views to view a specific
subset of users. These views are in addition to the standard set of views that come with Office 365. You can create,
edit, or delete custom user views, and the custom views you create are available to all admins.
NOTE
Standard user views are displayed by default in the Filters drop-down list. The standard filters include All users, Licensed
users Sign-in allowed, Sign-in blocked, Unlicensed users, Users with errors, Billing admins, Global admins, Password
admins, Service admins, and User management admins. You can't edit or delete standard views. A few things to note
about standard views: > Some standard views display an unsorted list if there are more than 2,000 users in the list. To locate
specific users in this list, use the search box. > If you didn't purchase Office 365 from Microsoft, Billing admins don't appear
in the standard views list. For more information, see Assigning admin roles.
NOTE
If you create a custom view that returns more than 2,000 users, the resulting user list isn't sorted. In this case, use the search
box to find users or Edit filter to refine your search.
Create a custom user view
1. Navigate to Admin > Office 365 > Users.
2. On the Active users page, click Filters and select Add custom filter.
3. On the Custom filter page, enter the name for your filter, choose the conditions for your custom filter, and
then click Save > Close. Your custom view is now included in the drop-down list.
NOTE
You can edit only custom views.
4. On the Custom filter page, edit the information as needed, and then click Save > Close.
NOTE
You can delete only custom views.
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Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
This article helps you onboard a new employee to Office 365 for business. We assume you're an Admin and you've
already completed Office 365 set up, and now you have someone new joining your company.
You're in the right place if your new employee needs Office 365, and you're using an Office 365 plan that lets you
install Office apps like Word and Excel on a computer.
Not an admin? Learn your way around Office 365 helps business and home users with Office 365 set up.
No Office apps in your plan? Follow the steps below, but skip the sections for installing apps. Use the Online
versions of Office instead.
Here's a quick overview:
Step 1: Create an Office 365 account for the employee Each time a new employee joins your business, create an
account for them so they can start using Office 365.
Step 2: Give the employee their Office 365 user ID and When you create an account, you'll get an ID and password
password that you can pass to your employee so they can sign in.
Step 3: Explain where to sign in to Office 365 The sign in location is https://www.office.com
Step 4: Help your employee get started Let your employee know how to use OneDrive or any team
sites in your organization.
Step 2: Give the employee their Office 365 user ID and password
Unless you sent it to their personal email address, print out the employee's Office 365 sign in name and password,
and hand it to them. Or tell them the information over the phone.
Because they won't yet have access to their Office 365 email, don't send the information to that email address.
Install Office apps onto your computer. When you sign in, the Office 365 home page has a link to
download and install apps like Word and Outlook. Select
Install Office 2016 as shown in the following screenshot.
For instructions, see
Set up your email in Outlook 2016 . Once Office apps are installed on your computer, set up your
email. For instructions, see How to setup Outlook.
Set up Skype for Business so you can connect with co-workers Install Skype for Business on your computer.
or business partners in your company or around the world.
You can start conversations with IM, voice, or video calls. To learn how to use Skype for Business, watch a video.
Install apps on your mobile device if you want to get email or If you want to set up the Outlook mobile app so you can get
use Skype for Business on your phone. email via your phone. For instructions, see iOS, Android,
Windows Phone
Complete the OneDrive for Business training to help you learn Keep your business-related documents in the cloud by using
how to store and organize your documents, presentations, OneDrive for Business. You can always get to your content,
and spreadsheets in the cloud. even if you're signed in to Office 365 on a different computer.
Watch a video to learn how to use your OneDrive for Business
Complete the SharePoint Online training to help you The best place to keep documents that your coworkers will
collaborate with coworkers and share content. also access is in SharePoint Online.
Related Topics
Remove a former employee from Office 365
Add users individually or in bulk to Office 365
Remove a former employee from Office 365
7/5/2019 • 12 minutes to read • Edit Online
If you need to get an employee out of Office 365 immediately, here's what you do:
1. Go to the Microsoft 365 admin center.
1. Go to the Office 365 admin center.
1. Go to the Office 365 admin center.
2. In the Microsoft 365 admin center, select User management, choose the user, and reset their password
(don't send it to them).
3. Choose the user again to go to their properties page, go to the OneDrive tab, and then choose Initiate
sign-out under Sign-out.
Within an hour - or after they click out of the current Office 365 page they are on - they will be prompted to sign
in again. (The refresh token is good for an hour, so the timeline depends on how much time is left on their token
and whether they navigate out of their current webpage.)
CAVEAT: If the user is in Outlook on the web, just clicking around in their mailbox, they may not be kicked out
immediately. As soon as they click a different tile, such as OneDrive, or refresh their browser, the sign out is
initiated.
To use PowerShell to sign out a user immediately, see Revoke-AzureADUserAllRefreshToken cmdlet.
For more information about how long it takes to get someone out of email, see What you need to know about
terminating an employee's email session.
NOTE
If you are a global administrator you can delete the employee, forward their email, choose what to do with their OneDrive
content using the new guided experience. For more information, see Global admin: Delete a user. However, we recommend
completing all of the additional steps listed here to ensure the employee doesn't have access to your company's data.
1. Save the contents of a former employee's mailbox This is useful for the person who is going to take over the
employee's work, or in case of litigation.
2. Forward a former employee's email to another employee or This lets you keep the former employee's email address active.
convert to a shared mailbox If you have customers or partners still sending email to the
former employee's address, this gets them to the person
taking over the work.
3. Wipe and block a former employee's mobile device Removes your business data from the phone or tablet.
4. Block a former employee's access to Office 365 data It prevents the person from accessing their old Office 365
mailbox and data.
Tip: When you block a user's access, you're still paying for
their license. You have to delete the license from your
subscription to stop paying for it (step 5).
5. Move the employee's OneDrive content If you only remove a user's license but don't delete the
account, the content in the user's OneDrive will remain
accessible to you even after 30 days.
Before you delete the account, you should move the content
of their OneDrive to another location that's easy for you to
access. After you delete an employee's account, the content in
their OneDrive is retained for 30 days. During that 30 days,
however, you can restore the user's account, and gain access
to their OneDrive content. If you restore the user's account,
the OneDrive content will remain accessible to you even after
30 days.
5a. What if the person used their personal computer to access If they used a personal computer instead of a company-
OneDrive and SharePoint? issued computer to download files from OneDrive and
SharePoint, there's no way for you to wipe those files they
stored.
They will continue to have access to any files that were synced
to their computer.
6. Remove and delete the Office 365 license from a former When you remove a license, you can assign it to someone
employee else. Or, you can delete the license so you don't pay for it until
you hire another person.
7. Delete a former employee's user account This removes the account from your Microsoft 365 admin
center. Keeps things clean.
IMPORTANT
If you're setting up email forwarding or a shared mailbox, at the end, don't delete the former employee's account. The
account needs to be there to anchor the email forwarding or shared mailbox.
Remove and delete the Office 365 license from a former employee
So you don't continue paying for a license after someone leaves your organization, you need to remove their
Office 365 license and then delete it from your subscription. If you choose not to delete the license from your
subscription, you can assign it to another user.
When you remove the license, all that user's data is held for 30 days. You can access the data, or restore the
account if the user comes back. After 30 days, all the user's data (except for documents stored on SharePoint
Online) is deleted permanently from Office 365 and can't be recovered.
1. Go to the Microsoft 365 admin center.
1. Go to the Office 365 admin center.
1. Go to the Office 365 admin center.
2. In the Microsoft 365 admin center, select User management.
3. Select the employee that you want to block, and then choose Licenses and Apps.
4. On the Licenses and Apps page, un-check the box next to the subscription to remove the license and click
Save changes.
To reduce the number of licenses you're paying for until you hire another person, do the following:
1. In the Microsoft 365 admin center, go to Billing > Products & services page.
2. Choose Add/Remove licenses to delete the license so you don't pay for it until you hire another person.
When you add another person to your business, you'll be prompted to buy a license at the same time, with just
one click!
For more information about managing user licenses for Office 365 for business, see Assign licenses to users in
Office 365 for business, and Remove licenses from users in Office 365 for business.
Terminate a session and block access to future sessions (for all Disable the account. For example (in the Exchange admin
protocols) center or using PowerShell):
Set-Mailbox [email protected] -AccountDisabled:$true
Terminate the session for a particular protocol (such as Disable the protocol. For example (in the Exchange admin
ActiveSync) center or using PowerShell):
Set-CASMailbox [email protected] -
ActiveSyncEnabled:$false
In the Exchange admin center or using PowerShell Expected delay is within 30 min
Related Topics
Restore a user
Get access to and back up a former user's data
7/5/2019 • 5 minutes to read • Edit Online
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
When an employee leaves your organization, you probably want to access their data (documents and emails) and
either review it, back it up, or transfer ownership to a new employee.
NOTE
You can move up to 500 MB of files and folders at a time. When you use Move to with documents that have
version history, only the latest version is moved. To move earlier versions, you need to restore and move each one.
7. Click Next.
8. Click Browse to select where to save the Outlook Data File (.pst). Type a file name , and then click OK to
continue.
NOTE
If you've used export before, the previous folder location and file name appear. Type a different file name before
clicking OK.
9. If you are exporting to an existing Outlook Data File (.pst), under Options, specify what to do when
exporting items that already exist in the file.
10. Click Finish.
Outlook begins the export immediately unless a new Outlook Data File (.pst) is created or a password-protected
file is used.
If you're creating an Outlook Data File (.pst), an optional password can help protect the file. When the
Create Outlook Data File dialog box appears, type the password in the Password and Verify Password
boxes, and then click OK. In the Outlook Data File Password dialog box, type the password , and then
click OK.
If you're exporting to an existing Outlook Data File (.pst) that is password protected, in the Outlook Data
File Password dialog box, type the password , and then click OK.
See how to Export or backup email, contacts, and calendar to an Outlook .pst file in Outlook 2010.
NOTE
You can also convert the former user's mailbox to a shared mailbox or forward a former employee's email to another
employee.
1. In Outlook, choose File > Open & Export > Import/Export.
This starts the Import and Export Wizard.
2. Choose Import from another program or file, and then click Next.
TIP
If you want to import or restore only a few items from an Outlook Data File (.pst), you can open the Outlook Data File.
Then, in the navigation pane, click and drag the items from Outlook Data File folders to your existing Outlook folders.
Related Topics
Remove a former employee from Office 365
Add and remove admins on a OneDrive account
Manage site collection administrators
OneDrive retention and deletion
About admin roles
7/19/2019 • 3 minutes to read • Edit Online
Your subscription comes with a set of admin roles that you can to users in your organization. Each admin role
maps to common business functions and gives people in your organization permissions to do specific tasks in
the admin centers. For more information, see Assign admin roles
Things to consider...
Because admins have access to sensitive data and files, we recommend that you follow these guidelines to keep
your organization's data more secure.
Have 2 to 4 global admins Because only another global admin can reset a global
admin's password, we recommend that you have at least 2
global admins in your organization in case of account
lockout. But the global admin has almost unlimited access to
your org's settings and most of the data, so we also
recommend that you don't have more than 4 global admins
because that's a security threat.
Assign the least permissive role Assigning the least permissive role means giving admins
only the access they need to get the job done. For example,
if you want someone to reset employee passwords you
shouldn't assign the unlimited global admin role, you should
assign a limited admin role, like Password admin or
Helpdesk admin. This will help keep your data secure.
Require multi-factor authentication for admins It's actually a good idea to require MFA for all of your users,
but admins should definitely be required to use MFA to sign
in. MFA makes users enter a second method of identification
to verify they are who they say they are. Admins can have
access to a lot of customer and employee data and if you
require MFA, even if the admin's password gets
compromised, the password is useless without the second
form of identification.
When you turn on MFA, the next time the user signs in,
they'll need to provide an alternate email address and
phone number for account recovery.
Set up multi-factor authentication
Need more details about what these roles can and cannot do?
In the Microsoft 365 admin center, go to Roles > Roles, and then select any role to open its detail pane. Select
the Permissions tab to view the detailed list of what admins assigned that role have permission to do.
If you don’t have access to the Microsoft 365 admin center, or if you’re looking for the cmdlets associated with
a role, see Administrator role permissions in Azure Active Directory.
Related articles
Assign admin roles
Activity reports in the Microsoft 365 admin center
Assign admin roles
7/19/2019 • 4 minutes to read • Edit Online
If you're the person who purchased your Microsoft business subscription, you are the global admin. This means
you have unlimited control over the products in your subscriptions and you can access most data.
For more information, see About admin roles.
When you add new users, if you don't assign them an admin role then they are in the user role and don't have
admin privileges to any of the Microsoft admin centers. But if you need help getting things done, you can assign
an admin role to a user. For example, if you need someone to help reset passwords, you shouldn't assign them the
global admin role, you should assign them the password admin role. Having too many global admins, with
unlimited access to your data and online business, is a security risk.
NOTE
If you don't want to receive product-related communications at this alternate email address, change your contact
preferences on the About me page. For more information, see Change your contact preferences.
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
Related Topics
Assign roles to user accounts with PowerShell
Authorize or remove partner relationships
About the Exchange Online admin role
7/19/2019 • 2 minutes to read • Edit Online
To help you administer Office 365, you can assign users permissions to manage your organization's email and
mailboxes from the Exchange admin center. You do this by assigning them to the Exchange admin role.
Tip: When you assign someone to the Exchange admin role, also assign them to the Service admin role. This way
they can see important information in the Microsoft 365 admin center, such as the health of the Exchange Online
service, and change and release notifications.
Here are some of the key tasks users can do when they are assigned to the Exchange admin role:
Recover deleted items in a user mailbox - Admin Help
Set up an archive and deletion policy for mailboxes in your Office 365 organization.
Set up mailbox features such as the mailbox sharing policy: how users can share calendar and contacts
information with others outside of your organization.
Set up "Send As" and "Send on Behalf" delegates for someone's mailbox. For example, an executive may
want their assistant to have the ability to send mail on their behalf.
Create a shared mailbox so a group of people can monitor and send email from a common email address.
Office 365 email anti-spam protection and malware filters for the organization.
Manage Office 365 Groups
Set up Outlook
Featured Articles
Set up email
Video: Import email
Migrate email and contacts
Create shared mailboxes
Add additional email addresses to a user
Let users sync email contacts with their iPhone or iPad
Set up a multifunction device to send email
As the admin of an Office 365 organization, there are email settings you can manage on your users. This article
gives you information on managing these settings.
Mailbox permissions Read and manage allows you to set whether people can read
and manage other people's mailboxes. You can also set Send
as and Send on behalf permissions for a person. Check out
Give mailbox permissions to another user in Office 365 -
Admin Help for more details.
Email apps Email apps allows you to choose the apps a user can use to
access their Office 365 email.
Show in global address list Show in global address list allows you to enable or disable the
visibility of the user's mailbox in the organization's address list.
Automatic replies Automatic replies allows you to set an automatic reply when
someone sends an email to the person's email address. You
might want to do this if an employee leaves your company
and you want to let the email sender know.
MAIL SETTING DESCRIPTION
More actions Convert to shared mailbox allows you to convert the user's
mailbox to a shared mailbox. You might do this if the person
leaves your organization and you want to keep their mailbox
data around for a while. Check out Convert a user mailbox to
a shared mailbox and Open and use a shared mailbox.
Edit Exchange properties allows you to manage additional
Exchange Online tasks using the Exchange admin center. Read
about managing user mailboxes in Exchange Online.
Add another email alias for a user
7/5/2019 • 3 minutes to read • Edit Online
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
This article is for Office 365 global admins who have business subscriptions. It's not for home users.
A primary email address in Office 365 is usually the email address a user was assigned when their Office 365 was
created. When the user sends email to someone else, their primary email address is what typically appears in the
From field in email apps. They can also have more than one email address associated with their Office 365 for
business account. These additional addresses are called aliases.
For example, let's say Jenna has the email address [email protected], but she also wants to receive email at
[email protected] because some people refer to her by that name. You can create aliases for her so that both
email addresses go to Jenna's inbox.
You can create up to 400 aliases for a user. No additional fees or licenses are required.
TIP
If you want multiple people to manage email sent to a single email address like [email protected] or
[email protected], create a shared mailbox. To learn more, see Create a shared mailbox.
IMPORTANT
If you get the error message "A parameter cannot be found that matches parameter name 'EmailAddresses,"
it means that it's taking a bit longer to finish setting up your tenant, or your custom domain if you recently added
one. The setup process can take up to 4 hours to complete. Wait a while so the set up process has time to finish, and
then try again. If the problem persists, call Support and they will do a full sync for you.
4. On the Edit email addresses page, in the text box under Alias, type the first part of the new email alias. If
you added your own domain to Office 365, you can choose the domain for the new email alias by using the
drop-down list. Then choose Add.
IMPORTANT
If you purchased your subscription from GoDaddy or another Partner, to set the new alias as the primary, you must
go to the GoDaddy/partner management console.
TIP
The email alias must end with a domain from the drop-down list. To add another domain name to the list, see Add a
domain to Office 365.
7. When the user replies, the From address will be her primary email alias. For example, let's say a
message is sent to [email protected], and it arrives in Eliza's inbox. When Eliza replies to the
message, her primary email address will appear as the sender, not [email protected].
Did you get "A parameter cannot be found that matches parameter
name 'EmailAddresses"?
If you get the error message "A parameter cannot be found that matches parameter name
'EmailAddresses" it means that it's taking a bit longer to finish setting up your tenant, or your custom domain if
you recently added one. The setup process can take up to 4 hours to complete. Wait a while so the set up process
has time to finish, and then try again. If the problem persists, call Support and they will do a full sync for you.
See Also
Send email from a different address
Create a shared mailbox
7/17/2019 • 13 minutes to read • Edit Online
It's easy to create shared mailboxes so a group of people can monitor and send email from a common email
addresses, like [email protected]. When a person in the group replies to a message sent to the shared mailbox,
the email appears to be from the shared mailbox, not from the individual user.
Shared mailboxes include a shared calendar! A lot of small businesses like to use the shared calendar as a place
for everyone to enter their appointments. For example, if you have 3 people who do customer visits, all can use
the shared calendar to enter the appointments. This is an easy way to keep everyone informed where people are.
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
4. Click Add. It may take a few minutes before you can add members.
5. Under Next steps, choose Add members to this mailbox. Members are the people who will be able to
view the incoming mail to this shared mailbox, and the outgoing replies.
6. Choose the +Add members button. Put a check mark next to the people who you want to use this shared
mailbox, and click Save.
7. Choose Close.
You have a shared mailbox and it includes a shared calendar. Now go on to the next step: block sign-in for the
shared mailbox account.
For instructions on how to block sign-in for accounts using Azure AD PowerShell (including many accounts at
the same time), see Block user accounts with Office 365 PowerShell.
2. When you enter appointments, everyone who is a member of the shared mailbox will be able to see them.
3. Any member of the shared mailbox can create, view, and manage appointments on the calendar, just like
they would their personal appointments. Everyone who is a member of shared mailbox can see their
changes to the shared calendar.
NOTE
The Full Access permission allows a user to open the mailbox as well as create and modify items in it. The Send As
permission allows anyone other than the mailbox owner to send email from this shared mailbox. Both permissions
are required for successful shared mailbox operation.
4. Click Save to save your changes and create the shared mailbox.
Use the EAC to edit shared mailbox delegation
1. Go to Recipients > Shared > Edit.
2. Click Mailbox delegation
3. To grant or remove Full Access and Send As permissions, click Add or Remove and then select the users
you want to grant permissions to.
NOTE
The Full Access permission allows a user to open the mailbox as well as create and modify items in it. The Send As
permission allows anyone other than the mailbox owner to send email from this shared mailbox. Both permissions
are required for successful shared mailbox operation.
New-Mailbox -Shared -Name "Sales Department" -DisplayName "Sales Department" -Alias Sales | Set-
Mailbox -GrantSendOnBehalfTo MarketingSG
Add-MailboxPermission -Identity "Sales Department" -User MarketingSG -AccessRights FullAccess -
InheritanceType All
IMPORTANT
Currently, it's not possible to migrate a shared mailbox to an Office 365 Group. Is this something you want? Let us know.
Vote here!
When you convert a user's mailbox to a shared mailbox, all of the existing email and calendar is retained. Only
now it's in a shared mailbox where several people will be able to access it instead of one person. At a later date,
you can convert a shared mailbox back to a user (private) mailbox.
Here are some really important things that you need to know:
The user mailbox you're converting needs a license assigned to it before you convert it to a shared mailbox.
Otherwise, you won't see the option to convert the mailbox. If you've removed the license, add it back so
you can convert the mailbox. After converting the mailbox to a shared one, you can remove the license
from the user's account.
Shared mailboxes can have up to 50GB of data without a license assigned to them. To hold more data than
that, you need a license assigned to it. You may need to delete a bunch of large emails (say, ones with
attachments) from the shared mailbox to shrink it down so you can remove the license.
Don't delete the old user's account. That's required to anchor the shared mailbox. If you've already deleted
the user account, see Convert the mailbox of a deleted user.
Here's how you convert a mailbox to a shared mailbox:
1. Go to the Microsoft 365 admin center.
1. Go to the Office 365 admin center.
1. Go to the Office 365 admin center.
2. In the admin center, expand Admin centers > Exchange.
3. Choose Recipients > Mailboxes.
4. Choose the User mailbox. Under Convert to Shared Mailbox, click Convert.
5. If the mailbox is smaller than 50GB, you can remove the license from the user, and stop paying for it. Don't
delete the user's old mailbox. The shared mailbox needs it there as an anchor. If you are converting the
mailbox of an employee that is leaving your organization, you should take additional steps to make sure
that they cannot log in anymore. Please see Remove a former employee from Office 365.
6. For everything else you need to know about shared mailboxes, please see Create a shared mailbox.
NOTE
If you are a part of Organization Management or Recipient Management, you can use the Exchange Management shell to
change a user mailbox to a shared mailbox on-premises. For example,
Set-Mailbox -Identity [email protected] -Type Shared .
TIP
See the workaround in this support solution for instances when shared mailboxes are unexpectedly converted to user
mailboxes.
Related Topics
Create a shared mailbox
Change your email address to use your custom
domain
7/5/2019 • 2 minutes to read • Edit Online
Check the Domains FAQ if you don't find what you're looking for.
Your initial email address in Office 365 includes .onmicrosoft.com, like [email protected]. You
can change it to a friendlier address like [email protected]. You'll need your own domain name, like
fourthcoffee.com first. If you already have one, great! If not, you can learn how to buy one from a domain registrar.
Your initial email address in Office 365 Germany includes .onmicrosoft.de, like [email protected].
You can change it to a friendlier address like [email protected]. You'll need your own domain name, like
fourthcoffee.de first. If you already have one, great! If not, you can learn how to buy one from a domain registrar.
Your initial email address in Office 365 operated by 21Vianet includes partner.onmschina.cn, like
[email protected]. You can change it to a friendlier address like [email protected]. You'll
need your own domain name, like fourthcoffee.cn first. If you already have one, great! If not, you can learn how to
buy one from a domain registrar.
When you change your domain's email to come to Office 365, by updating your domain's MX record during setup,
ALL email sent to that domain will start coming to Office 365. Make sure you've added users and created
mailboxes in Office 365 for everyone who has email on your domain BEFORE you change the MX record. Don't
want to move email for everyone on your domain to Office 365? You can take steps to pilot Office 365 with just a
few email addresses instead.
Change your email address to use your custom domain using the
Microsoft 365 admin center
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
See Also
Buy a custom domain using Office 365
Configure Focused Inbox for everyone in your
organization
7/5/2019 • 7 minutes to read • Edit Online
If you're responsible for configuring how email works for EVERYONE in a business this article is for you! It
explains how to customize it or turn it off for your business, and answers frequently asked questions.
If you would like to turn off Focused Inbox for just yourself, please see Turn off Focused Inbox.
If you want to be sure that your users receive business-specific email messages, for example, from HR or payroll,
you can configure Focused Inbox so these messages reach the Focused view. You can also control whether users in
your organization see the Focused Inbox in their mailbox.
Get-OrganizationConfig
6. Run the Get-OrganizationConfig cmdlet again and you'll see that FocusedInboxOn is set to $false, which
means it's been turned off.
To turn on Focused Inbox:
In Step 5 above, run the following cmdlet to turn Focused Inbox on.
If you're switching from Clutter to Focused Inbox, they can decide to enable it ("Try it") or dismiss the feature. If the
user has multiple (supported) clients, they can enable/disable Focused Inbox individually on each one. The tip looks
like this:
When a user decides to start using Focused Inbox, Clutter gets disabled automatically. The Clutter folder gets
converted into a standard folder, that allows the user to rename or delete it.
IMPORTANT
In this example, both "X-MS-Exchange-Organization-BypassFocusedInbox" and "true" are case sensitive. Also, Focused Inbox
will honor the X-header that bypasses Clutter, so if you use this setting in Clutter, it will be used in Focused Inbox. For
detailed syntax and parameter information, see New-TransportRule.
You can add an email signature, legal disclaimer, or disclosure statement to the email messages that enter or leave
your organization. You can set it up to apply to all incoming and outgoing messages as shown below. Or you can
apply it to certain messages like those containing specific words or text patterns.
Can't find the app you're looking for? From the app launcher, selectAll apps to see an alphabetical list of the
Office 365 apps available to you. From there, you can search for a specific app.
2. Choose Admin centers, and then click Exchange.
3. Under Mail flow, choose Rules.
4. Click the + (Add) icon and choose Apply disclaimers.
5. Give the rule a name.
6. Under Apply this rule, choose [Apply to all messages].
TIP
Learn more about applying conditions if you don't want the disclaimer applied to all messages. (This scoping article is
for Exchange Server, but it also applies to Office 365.)
TIP
Learn more about formatting disclaimers. (This formatting article is for Exchange Server, but it also applies to Office
365.)
9. Click Select one and choose Wrap as a fallback option. Then OK. This means that if the disclaimer can't be
added because of encryption or another mail setting, it will be wrapped in a message envelope.
10. Leave Audit this rule with severity level selected. Then choose Low, Medium, or High to be used in the
message log.
11. Choose Enforce to turn on the disclaimer immediately, unless you want to test it first.
12. Choose More options to include additional conditions or exceptions.
13. Choose Save when finished.
More resources
See Organization-wide message disclaimers, signatures, footers, or headers in Office 365 for information about
using PowerShell.
Create, edit, or delete a security group in the admin
center
7/5/2019 • 4 minutes to read • Edit Online
On the Office 365 Groups page, you can create groups of user accounts that you can use to assign the same
permissions to in SharePoint Online and CRM Online. For example, an administrator can create a security group
to grant a certain group of people access to a SharePoint site. Only global and user management administrators
have permissions to create, edit, or delete security groups; for more information about administrator roles, see
Assigning admin roles.
There are also Groups in Exchange Online and SharePoint Online that you can use to send email or assign
permissions to a group of users, and Groups in Exchange Online and SharePoint Online that grant users rights
and access to sites and site collections.
IMPORTANT
Planning on using site mailboxes? All the users that are added to a SharePoint site via a security group rather than being
added individually can use only the site mailbox from SharePoint. These users won't be able to access the site mailbox from
Outlook. For more information, see Use Office 365 Groups instead of Site Mailboxes.
TIP
You can also enter text similar to add security group into the Tell me what you want to do ... search box and the New
Group dialog will open if you choose Add a group from the Tasks list.
TIP
You can also enter text similar to add security group into the Tell me what you want to do ... search box and the New
Group dialog will open if you choose Add a group from the Tasks list.
2. On the Groups page, select a group, or select multiple groups by selecting the check box next to the Group
names.
3. Choose Edit in the Security group dialog to edit either Members or Details.
You can edit the security group name and description in the Details.
4. After you've made changes on the Details or Members pages, choose Save and close.
Delete a security group
1. Navigate to Groups > Groups.
TIP
You can also enter text similar to add security group into the Tell me what you want to do ... search box and the
New Group dialog will open if you choose Add a group from the Tasks list.
As the admin of an Office 365 organization, you might have company requirements to set up email forwarding for
a user's mailbox. Email forwarding lets you forward email messages sent to a user's mailbox to another user's
mailbox inside or outside of your organization.
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
4. On the Active users page, choose the user who's email you want to forward.
5. Scroll down to Mail Settings and expand using the drop-down. Click or tap Edit
6. On the Email forwarding page, select Forward all email sent to this mailbox toggle, enter the
forwarding address, and choose whether you want to keep a copy of forwarded emails. If you don't see this
option, make sure a license is assigned to the user account. Choose Save.
To forward to multiple email addresses, create a distribution list, add the addresses to it, and then set up
forwarding to point to the DL using the instructions in this article.
7. Remember, don't delete the account of the user who's email you're forwarding or remove the license!
All email sent to this mailbox will now be forwarded to [email protected].
Email collaboration in Office 365
7/5/2019 • 3 minutes to read • Edit Online
Office 365 encourages collaboration through Groups in Outlook, distribution lists (also called distribution groups),
shared mailboxes, and public folders. Each of these options has a different purpose, user experience, and feature
set. What to use depends on what the user needs to do and which tools your organization provides.
Groups in Outlook A shared workspace that works across all applications in Office
365. Includes a shared inbox, calendar, and OneDrive for
Business site for storing files. Users can create, find, and join
Groups in Outlook right from their email or calendar. New and
existing users with an Exchange Online or Office 365
subscription can use Groups in Outlook.
Shared mailbox A mailbox for select users to read and send email messages
and share a common calendar. Shared mailboxes also can
serve as a generic email address (such as [email protected]
or [email protected]) that customers can use to inquire
about your company. When the Send As permission is enabled
on the shared mailbox, email sent from the mailbox will use
the generic address (e.g., [email protected]).
Distribution list (also called distribution group) Used to distribute email messages to two or more people at
the same time. Distribution groups are also known as mail-
enabled distribution groups. A variant of the distribution
group, called the dynamic distribution group, is a mail-enabled
Active Directory group object used to send email to a large
and evolving group of recipients. The exact recipients are
determined by filters and conditions that you specify, such as
all members of a particular locale or all full-time employees.
Public folder Designed for shared access, public folders provide an easy and
effective way to collect, organize, and share information with
other people in your organization. Public folders organize
content in a deep hierarchy that's easy to browse and always
visible in the Outlook folder view. A public folder can be mail-
enabled and added as a member of the distribution group.
Email sent to the distribution group is automatically added to
the public folder for archiving or later reference. Public folders
also provide simple document sharing when you don't have a
SharePoint Online subscription.
Who uses? Users who want a Users who need to Shared mailboxes are With the proper
collaboration send email to a group a great way to handle permissions, everyone
workspace for their of recipients with a customer email in your organization
group messages, files, common interest or questions because can access and search
and calendar that is characteristic. several people in your public folders. They
integrated with the organization can are ideal for email
services they already share the archiving or for
use (Outlook Web responsibility of sharing documents.
App, OneDrive for monitoring the
Business) mailbox and
responding to queries.
Your customer
questions get quicker
answers, and related
emails are all stored in
one mailbox.
Delegates working on
behalf of a virtual
identity, such as
[email protected]
m. Delgates can
respond to email as
that shared mailbox
identity.
Access Exchange Online and For distribution Users can be granted Accessible by anyone
Office 365 users groups, members Full Access and/or in your organization
must be manually Send As permissions.
added. For dynamic If granted Full Access
distribution groups, permissions, users
members are added must also add the
based on filtering shared mailbox to
criteria. their Outlook profile
to access the shared
mailbox.
Email arrives in No. Users can Yes. Email arrives in No. Email arrives in No. Email arrives in
user's personal subscribe to a group the inbox of all the Inbox of the the public folder.
Inbox? and then forward all distribution group shared mailbox.
Group messages to members.
their inbox
GROUPS IN OUTLOOK DISTRIBUTION LISTS SHARED MAILBOXES PUBLIC FOLDERS
Supported clients Outlook 2016 Outlook 2016 Outlook 2016 Outlook 2016
Outlook 2013 Outlook 2013 Outlook 2013 Outlook 2013
(forward after Outlook Web App Outlook Web App Outlook Web App
subscribing) Outlook 2010 Outlook 2010 Outlook 2010
Outlook Web App Outlook 2007 Outlook 2007 Outlook 2007
Outlook 2010
(forward after
subscribing)
Outlook 2007
(forward after
subscribing)
Related topics
Manage distribution groups
Use Office 365 Groups instead of Site Mailboxes
Create shared mailboxes in Office 365
Public folders in Office 365 and Exchange Online
Add a user or contact to an Office 365 distribution
list
7/5/2019 • 2 minutes to read • Edit Online
As the admin of an Office 365 organization, you may need to add one of your users or contacts to a distribution
list (see Create distribution lists in Office 365.) For example, you can add employees or external partners or
vendors to an email distribution list.
4. On the Groups page, select the distribution list you want to add a contact to.
5. In the Members section, click Edit.
6. On the View Members page, click or tap Add Members, and select the user or contact you want to add
to the distribution list.
7. Click Save and then Close.
If you haven't created the contact yet, do that first as shown in this video.
TIP
Focused Inbox is going to replace Clutter. Learn more: Update on Focused Inbox and our plans for Clutter
As an Office 365 admin, you may have to manage the Clutter feature in Office 365. To turn the Clutter feature
on/off for users in your organization, you must use Exchange PowerShell. (Individuals can turn it on/off using
these instructions: Turn off/on Clutter in Outlook.)
Check out Using PowerShell with Exchange Online and Connect to Exchange Online PowerShell for details on
using Exchange PowerShell. You need to have an account that has at least the Exchange Service administrator role
and the ability to connect to Exchange Online with PowerShell.
If you use PowerShell to bulk create your users, then you'll need to run Set-Clutter against each user's mailbox to
manage Clutter.
When does the Clutter on/off switch appear to users in Outlook on the
web?
As an Office 365 admin, you can re-enable Clutter using Exchange PowerShell. Once this is done, Focused Inbox
will be turned off and Clutter will be active again.
If you're using Outlook on the web with an Office 365 business subscription:
If user currently has Clutter enabled:
Clutter settings appear
If user currently has Focused Inbox enabled:
Clutter settings will not appear
If neither Clutter or Focused Inbox is enabled:
Both Clutter and Focused Inbox appear as options in the user's Mail Settings
If you're using Outlook.com:
If user currently has Clutter enabled:
Clutter settings appear
If user currently has Focused Inbox enabled:
Clutter settings will not appear
If neither Clutter or Focused Inbox is enabled:
Both Clutter and Focused Inbox appear as options in the user's Mail Settings
If user enabled Focused Inbox at some point in the past:
Clutter settings will never appear
Otherwise,
Clutter settings will appear
Related topics
Use Clutter to sort low priority messages in Outlook
Use Clutter to sort low priority messages in OWA
Turn off Clutter in Outlook
Remove a license from a shared mailbox
7/5/2019 • 2 minutes to read • Edit Online
Shared mailboxes don't need a license unless the mailbox has over 50GB of data. Follow these instructions to
remove a license from a shared mailbox so that you can either assign it to a user or return the license so that you
aren't paying for a license you don't need.
NOTE
You'll need to remove the license from the Active users page. You can't remove the license from the Shared mailbox
page because licenses are user settings.
Next steps
After you've removed the license, you can do the following:
Remove licenses from your Office 365 for business subscription
Assign licenses to users in Office 365 for business
Top 10 ways to secure Office 365 and Microsoft 365
Business plans
7/5/2019 • 13 minutes to read • Edit Online
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
If you are a small or medium-size organization using one of Microsoft's business plans and your type of
organization is targeted by cyber criminals and hackers, use the guidance in this article to increase the security of
your organization. This guidance helps your organization achieve the goals described in the Harvard Kennedy
School Cybersecurity Campaign Handbook.
Microsoft recommends that you complete the tasks listed in the following table that apply to your service plan.
1 Set up multi-factor
authentication
Name Anti-ransomware rule: warn users Anti-ransomware rule: block file types
Apply this rule if . . . Any attachment . . . file extension Any attachment . . . file extension
matches . . . matches . . .
BLOCK FILE TYPES THAT COULD CONTAIN
WARN USERS BEFORE OPENING RANSOMWARE OR OTHER MALICIOUS
SETTING ATTACHMENTS OF OFFICE FILES CODE
Specify words or phrases Add these file types: Add these file types:
dotm, docm, xlsm, sltm, xla, xlam, xll, ade, adp, ani, bas, bat, chm, cmd, com,
pptm, potm, ppam, ppsm, sldm cpl, crt, hlp, ht, hta, inf, ins, isp, job, js,
jse, lnk, mda, mdb, mde, mdz, msc, msi,
msp, mst, pcd, reg, scr, sct, shs, url, vb,
vbe, vbs, wsc, wsf, wsh, exe, pif
Do the following . . . Notify the recipient with a message Block the message . . . reject the
message and include an explanation
TIP
You can also add the files you want to block to the Anti-malware list in step 4.
Apply this rule if ... The sender . . . is external/internal . . . Inside the organization
Do the following ... Block the message . . . reject the message and include an
explanation.
In Outlook.com, click Protect in the email. The default protection is Do not forward. To change this to encrypt,
click Change Permissions > Encrypt.
To receive encrypted email
If the recipient has Outlook 2013 or Outlook 2016 and an Office 365 email account, they'll see an alert about the
item's restricted permissions in the Reading pane. After opening the message, the recipient can view the message
just like any other.
If the recipient is using another email client or email account, such as Gmail or Yahoo, they'll see a link that lets
them either sign in to read the email message or request a one-time passcode to view the message in a web
browser. If users aren't receiving the email, have them check their Spam or Junk folder.
For more information, see Send, view, and reply to encrypted messages in Outlook for PC.
To create an ATP anti-phishing policy, view a short training video, or complete the following steps:
1. Go to https://protection.office.com.
2. In the Office 365 Security & Compliance Center, in the left navigation pane, under Threat management,
choose Policy.
3. On the Policy page, choose ATP anti-phishing.
4. On the Anti-phishing page, select + Create. A wizard launches that steps you through defining your anti-
phishing policy.
5. Specify the name, description, and settings for your policy as recommended in the chart below. See Learn
about ATP anti-phishing policy options for more details.
6. After you have reviewed your settings, choose Create this policy or Save, as appropriate.
Description Ensure most important staff and our domain are not being
impersonated.
Add users to protect Select + Add a condition, The recipient is. Type user names
or enter the email address of the candidate, campaign
manager, and other important staff members. You can add up
to 20 internal and external addresses that you want to protect
from impersonation.
Add domains to protect Select + Add a condition, The recipient domain is. Enter
the custom domain associated with your Microsoft 365
subscription, if you defined one. You can enter more than one
domain.
Add trusted senders and domains For this example, don't define any overrides.
Applied to Select The recipient domain is. Under Any of these, select
Choose. Select + Add. Select the check box next to the name
of the domain, for example, contoso.com, in the list, and then
select Add. Select Done.
For more information, see Set up Office 365 ATP anti-phishing policies.
Save attachments unknown malware response Select Block - Block the current and future emails and
attachments with detected malware.
Redirect attachment on detection Enable redirection (select this box) Enter the admin account or
a mailbox setup for quarantine. Apply the above selection if
malware scanning for attachments times out or error occurs
(select this box).
For more information, see Set up Office 365 ATP anti-phishing policies.
Select the action for unknown potentially malicious URLs in Select On - URLs will be rewritten and checked against a
messages list of known malicious links when user clicks on the link.
Multi-factor authentication (MFA) is a method of authentication that requires the use of more than one verification
method and adds a second layer of security to user sign-ins and transactions. It works by requiring any two or
more of the following verification methods:
A randomly generated pass code
A phone call
A smart card (virtual or physical)
A biometric device
WHERE DO YOU MANAGE YOUR OFFICE 365 TENANT? MFA SECOND FACTOR OPTIONS
Hybrid setup, managed on-premises If you manage user identity on-premises, you have the
following choices:
Physical or virtual smart card (AD FS)
Azure MFA (module for AD FS)
Azure AD MFA
The following figure shows how the updated Office 2013 device apps (on Windows) enable users to sign in with
MFA. TheOffice 2013 device apps support multi-factor authentication through the use of the Active Directory
Authentication Library (ADAL ). Azure AD hosts a webpage where users can sign in. The identity provider can be
Azure AD or a federated identity provider like AD FS. The authentication for federated users follows these steps:
1. Azure AD redirects the user to the sign-in web page hosted by the identity provider of record for the Office
365 tenant. The identity provider is determined by the domain specified in the user's sign in name.
2. The user signs in on the sign in web page on his or her device.
3. The identity provider returns a token to Azure AD when the user is successfully signed in.
4. Azure AD returns a JSON Web Token (JWT) to the Office device app, and the device app is authenticated by
using a JWT with Office 365.
This is detailed in the following figure:
Software requirements
To enable MFA for Office 2013 client apps, you must have the following software installed (the version listed
below, or a later version) based on whether you have a Click-to-run based installations or an MSI-based
installations.
To determine whether your Office installation is Click-to-run or MSI-base:
1. Start Outlook 2013.
2. On the File menu, choose Office Account.
3. For Outlook 2013 Click-to-Run installations, an Update Options item is displayed. For MSI-based
installations, the Update Options item is not displayed.
Click-to -run based installations
For Click-to-run based installations, you must have the following software installed, at file version listed below or a
later file version. If your file version is not equal to or greater than the file version listed, update it using the steps
below.
IMPORTANT
If you have enabled your users for Azure AD MFA and they have any devices running Office 2013 that are not enabled for
Modern Authentication, they will need to use AppPasswords on those devices. More information on AppPasswords and
when/where/how they should be used can be found here: App Passwords with Azure Multi_Factor Authentication.
FAQ
FAQ about Modern Authentication wiki article
Known issues:
Office 2013 and Office 365 ProPlus modern authentication : Things to know before onboarding
Troubleshooting Azure Multi-Factor Authentication:
See Troubleshoot Azure MFA.
How to troubleshoot sign-in issues with Office 2013 modern authentication when you use AD FS
When alternate IDs don't work:
How to use PowerShell to fix duplicate UPN
Script to fix duplicate user principal names
Client access filtering:
Office 2013 and Office 365 ProPlus modern authentication and client access filtering policies : Things to know
before onboarding
Which apps support MFA?
WINDOWS MAC IOS ANDROID PHONE ANDROID TABLET
This article describes how to set up multi-factor authentication (MFA) for Office 365 users. For more information
about MFA, see Plan for multi-factor authentication for Office 365 Deployments and How Azure multi-factor
authentication works.
You get a free version of Azure multi-factor authentication as part of your Office 365 for business subscription.
For a list of features included in your version of Office 365, see How to get Azure Multi-Factor Authentication.
TIP
If you don't see the More (...) option, then you aren't a global admin for your subscription. Only global admins can enable
or disable MFA.
3. Find the people for whom you want to enable MFA. In order to see everyone, you might need to change
the Multi-Factor Auth status view at the top.
The views have the following values, based on the MFA state of the users:
Any Displays all users. This is the default state.
Enabled The person has been enrolled in MFA, but has not completed the registration process. They will
be prompted to complete the process the next time they sign in.
Enforced The person may or may not have completed registration. If they have completed the registration
process, then they are using MFA. Otherwise, they will be prompted to complete the process the next time
they sign in.
4. Select the check box next to the people for whom you want to enable MFA.
5. On the right, under quick steps, you'll see Enable and Manage user settings. Choose Enable.
6. In the dialog box that opens, choose enable multi-factor auth.
Allow MFA users to create App passwords for Office client apps
Older email applications like Office 2013 need app passwords. Here's how to allow your users to create them:
1. In the admin center, go to Users > Active users.
2. IMPORTANT: Before you select a user, choose More (...) > Setup Azure multi-factor authentication.
If you're using the preview version of the admin center, you can find the option for MFA here:
TIP
If you don't see the More (...) option, then you aren't a global admin for your subscription. Only global admins can enable
or disable MFA.
4. Under app passwords, choose Allow users to create app passwords to sign into non-browser apps.
People can then use client Office apps after they create a new password.
5. Choose Save, then choose Close.
To enable modern authentication for any Windows devices that have Office 2013 installed, you need to set specific
registry keys.
NOTE
For more information about requirements, see Plan for multi-factor authentication for Office 365 Deployments - Software
requirements.
To enable modern authentication for any devices running Windows (for example on laptops and tablets), that have
Microsoft Office 2013 installed, you need to set the following registry keys. The keys have to be set on each device
that you want to enable for modern authentication:
HKCU\SOFTWARE\Microsoft\Office\15. REG_DWORD 1
0\Common\Identity\EnableADAL
HKCU\SOFTWARE\Microsoft\Office\15. REG_DWORD 1
0\Common\Identity\Version
Once you have set the registry keys, you can set Office 2013 devices apps to use multifactor authentication (MFA)
with Office 365
If you're currently signed-in with any of the client apps, you need to sign out and sign back in for the change to
take effect. Otherwise, the MRU and roaming settings will be unavailable until the ADAL identity is established.
HKCU\SOFTWARE\Microsoft\Office\15. REG_DWORD 0
0\Common\Identity\EnableADAL
Related Topics
Sign in to Office 2013 with a second verification method
Plan for multi-factor authentication for Office 365 Deployments
GDPR simplified: A guide for your small business
7/5/2019 • 10 minutes to read • Edit Online
GDPR terms
You'll see some terms referred to frequently in the GDPR. It's important to understand these terms.
Consent
The GDPR states: "The processing of personal data should be designed to serve mankind." The GDPR hopes to
achieve this goal by using consent when processing personal data. That could be the simple act of asking your
customers if they want to receive email messages from your company. It also means no more opt-out check boxes
on your website when you want to use data for marketing. You must take explicit consent using a "clear affirmative
act". And, you will need to also keep records of when a consent is taken or revoked.
Data subject rights
The GDPR establishes data subject rights, which means that, with respect to their personal data, customers,
employees, business partners, clients, contractors, students, suppliers, and so forth have the right to:
Be informed about their data: You must inform individuals about your use of their data.
Have access to their data: You must give individuals access to any of their data that you hold (for example,
by using account access or in some manual manner).
Ask for data rectification: Individuals can ask you to correct inaccurate data.
Ask for data to be deleted: Also known as the 'right to erasure', this right allows an individual to request
that any of their personal data a company has collected is deleted across all systems that use it or share it.
Request restricted processing: An individual can ask that you suppress or restrict their data. However, it is
only applicable under certain circumstances.
Have data portability: An individual can ask for their data to be transferred to another company.
Object: An individual can object to their data being used for various uses including direct marketing.
Ask not to be subject to automated decision-making, including profiling: The GDPR has strict rules
about using data to profile people and automate decisions based on that profiling.
Next steps
To get ready for the GDPR, here are some suggestions for next steps to take:
Evaluate your organization's readiness for the GDPR with the Microsoft GDPR Assessment Tool.
Investigate Microsoft 365 Business as a solution for achieving and maintaining compliance with GDPR.
IMPORTANT
Get legal advice appropriate for your company or organization.
Additional resources
Microsoft Trust Center overview of the GDPR
The Official Microsoft Blog: Microsoft commitment to GDPR
European Commission sites:
Data protection
2018 reform of EU data protection rules
Activity Reports in the Microsoft 365 admin center
7/5/2019 • 3 minutes to read • Edit Online
You can easily see how people in your business are using Office 365 services. For example, you can identify who
is using a service a lot and reaching quotas, or who may not need an Office 365 license at all.
Reports are available for the last 7 days, 30 days, 90 days, and 180 days. Data won't exist for all reporting periods
right away. The reports become available within 48 hours.
Watch this video for on overview: on how you can use the reports:
Which activity reports are available in the Microsoft 365 admin center
Depending on your Office 365 subscription, here are the available reports.
Email activity
Mailbox usage
Office activations
Active Users
Email apps usage
Office 365 groups
OneDrive for Business user activity
OneDrive for Business usage
SharePoint site usage
SharePoint activity
Skype for Business Online activity
Skype for Business Online conference organized activity
Skype for Business Online conference participant activity
Skype for Business Online peer-to-peer activity
Yammer activity
Yammer device usage
Yammer groups activity report
Microsoft Teams user activity
Microsoft Teams device usage
You can't generate a report where you enter a user's account and then get a list which services they are using and
how much.
2. Select Reports.
It'll take a few minutes for these changes to take effect on the reports in the reports dashboard. This setting also
applies to the reports API.
Related Topics
Reports in the Office 365 Security & Compliance Center
Microsoft 365 usage analytics
7/8/2019 • 10 minutes to read • Edit Online
Microsoft 365 usage analytics is also available for Office 365 US Government Community.
FAQ
Is this content pack going to be available through purchase or will it be free?
The content pack is available to all customers free of charge. You need to sign up for the free Power BI service to
connect to the content pack. You can also customize the dashboards and reports with the free Power BI service.
To share the dashboards with others both the user who is sharing and the user the dashboard is shared with must
have Power BI Pro or Power BI Premium.
Who can connect to Microsoft 365 usage analytics?
You have to be either a global administrator, report reader, Exchange administrator, Skype for Business
administrator, or SharePoint administrator in order to establish the connection to the content pack. See Office
365 admin roles for more information.
Who can customize the usage analytics dashboards and reports?
Only the user who made the initial connection to the content pack can customize the dashboard or create new
reports in the Power BI web interface. See Customizing the reports in Microsoft 365 usage analytics for
instructions.
Can I only customize the dashboards and reports from the Power BI web interface?
In addition to customizing the dashboard and reports from the Power BI web interface, users can also use Power
BI Desktop to connect directly to the Office 365 reporting service to build their own reports.
How can I get the pbit file that this dashboard is associated with?
You can access to the pbit file from the Microsoft Download center.
Who can view the dashboards and reports?
If you connected to the content pack, you can share it with anybody by using the sharing functionality. Power BI
licensing requires that both the user sharing and the user with whom a dashboard is shared have Power BI Pro or
Power BI Premium.
Can anyone share the dashboard, or does it have to be the person who connected to the dashboard?
When sharing the dashboard, you can either allow users to re-share the dashboard with others or not. You can set
this option at the time of sharing.
Is it possible to work on and customize the same content pack with a group of people?
Yes. To enable a group of admins to work together on the same content pack, you can leverage the app workspace
functionality of Power BI, for more information, see How should I collaborate and share dashboards and reports?
For which timeframe is data available?
The majority of the reports display data for the previous 12 months. However, some of the charts may show less
history since the data collection for different products and reports were started at different times and thus data for
the full 12 months might not be available. All the reports will eventually build up to 12 months of history. Reports
that show user level details show data for the previous complete month.
What data is included in the content pack?
The data in the content pack currently covers the same set of activity metrics available in the Activity Reports. As
reports are added to the activity reports, they will be added to the content pack in a future release.
How does the data in the content pack differ from the data in the usage reports?
The underlying data you see in the content pack matches the data you see in the activity reports in the Microsoft
365 admin center. The key differences are that in the admin center data is available for the last 7/30/90/180 days
while the content pack presents data on a monthly basis for up to 12 months.
In addition, user level details in the content pack are only available for the last complete month for users who were
assigned a product license and performed an activity.
When should I use the content pack and when the usage reports?
The Activity Reports are a good starting point to understand usage and adoption of Office 365. The content pack
combines the Office 365 usage data and your organization’s Active Directory information and enables admins to
analyze the data set using the visual analytics capabilities of Power BI. This enables admins to not just visualize and
analyze Office 365 usage data, but also slice it by Active Directory properties such as departments, location etc.
They can also create custom reports and share the insights within their organization.
How often is the data refreshed?
When you connect to the content pack for the first time, it will automatically populate with your data for the
previous 12 months. After that, the content pack data will refresh weekly. Customers can choose to modify the
refresh schedule if their use of this data demands a different update rhythm.
The back-end Office 365 service will refresh data on a daily basis and provides data that is between 5-8 days latent
from the current date.
The Content date column in each dataset represents the freshness date of the data in the content pack.
How is an active user defined?
The definition of active user is the same as the definition of active user in the activity reports.
What SharePoint site collections are included in the SharePoint reports?
The current version of the content pack includes file activity from SharePoint team sites and SharePoint group
sites.
Which groups are included in the Office 365 Groups usage report?
The current version of the content pack includes usage from Outlook groups, Yammer groups, and SharePoint
groups. It does not include groups related to Microsoft Teams or Planner.
When will an updated version of the content pack become available?
Major changes to the content pack will be released twice a year which may include new reports or new data. Minor
changes to the reports may be released on a more frequent basis.
Is it possible to integrate the data from the content pack into existing solutions?
The data in the content pack can be retrieved through the Office 365 APIs (in preview ). When they ship to
production they will be merged within the Microsoft Graph reporting APIs.
Are there plans to expand the content pack to show usage data from other Microsoft products?
This is considered for future improvements. Check the Microsoft 365 Roadmap for updates.
How can I pivot by company information in Active Directory?
Company information is included one of the Active Directory fields in the content pack and you can see it as a pre-
built filter in the Product User activity reports. It is available as column in the UserState table.
Is it possible to bring in additional fields from Active Directory?
Additional customization on this data is possible by connecting to the Microsoft Graph reporting APIs to pull
additional fields from Azure Active Directory and join to the dataset.
Is it possible to aggregate the information in the content pack across multiple subscriptions?
At this time, the content pack is for a single subscription, as it is associated with the credentials that was used to
initially connect to it.
Is it possible to see usage by plan (i.e. E1, E3)?
In the content pack, usage is represented at the per product level. Data about the various subscriptions that are
assigned to users are provided, however it is not possible to correlate user activity to the subscription assigned to
user.
Is it possible to integrate other data sets into the content pack?
You can use Power BI Desktop to connect to the Office 365 APIs (in preview ) to bring additional data sources to
combine with the content pack data.
For more information see the Customize document.
Is it possible to see the "Top Users" reports for a specific timeframe?
All user level reports present aggregated data for the previous month.
Will the content pack be localized?
This is currently not on the roadmap.
I have a specific question about the data I'm seeing for my organization. Who can I reach out to?
You can use the feedback button in the Microsoft 365 admin center activity overview page, or you can open a
support case to get help with the content pack.
How can partners access the data?
If a partner has delegated admin rights, he or she can connect to the content pack on behalf of their customer.
Can I hide identifiable information such as user, group, and site names in reports?
Yes, see Make the collected data anonymous.
Enable Microsoft 365 usage analytics
7/5/2019 • 2 minutes to read • Edit Online
Microsoft 365 usage analytics is also available for Office 365 US Government Community.
6. Once the content pack is instantiated the Microsoft 365 usage analytics dashboard will be available in
Power BI on the web. The initial loading of the dashboard will take between 2 to 30 minutes.
Tenant level aggregates will be available in all reports. User-level details will only become available after the
1st or 15th day of the calendar month after opting in. This will impact the following reports - which will show
tiles without data - until that point:
See [Navigate and utilize the reports in Microsoft 365 usage analytics](navigate-and-utilize-reports.md) for
tips on how to view and use these reports.
3. Choose Save.
Get the latest version of Microsoft 365 usage analytics
7/5/2019 • 2 minutes to read • Edit Online
The content pack may be refreshed with new data or new visualizations several times per year. Your existing
instance will continue to work, but if you would like to get the latest version, a new instance must be created and
any customizations must be applied to the new instance. See Instantiate the content pack.
Navigate and utilize the reports in Microsoft 365
usage analytics
7/5/2019 • 2 minutes to read • Edit Online
Many reports contain a slicer where you can filter to the product, or activity you want to view. These can be
either single-select, or multi-select.
The user who has instantiated the content pack will have the ability to edit the report to customize it to their
needs. To customize the content pack:
Choose Edit report button at the top of the report,
To share your reports, just choose the share button on top of the page.
To learn how to customize the reports, see Customizing the reports in Microsoft 365 usage analytics.
You can find lots of additional information in the Power BI help documentation:
Power BI - basic concepts
Learn about dashboard, datasets, reports and other Power BI concepts.
Get started with Power BI
Learn the basic functionality in Power BI. Find links to how to use Power BI Desktop.
Share dashboards and reports
Learn how to share reports with your colleagues, or people outside your organization. You can also share
just a report, or a filtered version of the report.
Active user in Office 365 usage reports
7/5/2019 • 2 minutes to read • Edit Online
Exchange Online Any user who has read or sent an email. No calendar information is represented,
this will be added in an upcoming
update.
SharePoint Online Any user who has interacted with a file The active user metric for SharePoint
by creating, modifying, viewing, Online in the Office 365 Adoption
deleting, sharing internally or externally, content pack only reflect users who did
or synchronizing to clients on any site file activity against a SharePoint Team
or viewed a page on any site. site or a Group site. The content pack
will be updated to synchronize the
definition to the same as that on the
usage reports in Admin center.
OneDrive for Business Any user who has interacted with a file
by creating, modifying, viewing,
deleting, sharing internally or externally,
or synchronizing to clients.
Office 365 Groups Any group member that has mailbox This definition will be enhanced with
activity (if a message has been sent to group site file activity and Yammer
the group) group activity (file activity on group site
and message posted to Yammer group
associated with the group.) This data is
currently not available in the Office 365
Adoption content pack
PRODUCT DEFINITION OF AN ACTIVE USER NOTES
Adoption Metrics
Microsoft 365 usage analytics contains additional adoption metrics related to active users to show adoption of the
products over time. These metrics are valid for the month, year, and product selected and are defined as follows.
METRIC DESCRIPTION
MoMReturningUsers Number of users active in the month that were also active in
the preceding month.
FirstTimeUsers Number of users active in the month that had never used the
service before.
MoMReturningUsers, FirstTimeUsers, & CumulativeActiveUsers were reset starting January 1st 2018 with the
inclusion of Microsoft Teams.
Customize the reports in Microsoft 365 usage
analytics
7/5/2019 • 4 minutes to read • Edit Online
Microsoft 365 usage analytics provides a dashboard in Power BI that offers insights into how users adopt and use
Office 365. The dashboard is just a starting point to interact with the usage data. The reports can be customized
for more personalized insights.
You can also use the Power BI desktop to further customize your reports by connecting them to other data
sources to gain richer insights about your business.
4. At the top right of the report, click the title bar of the Adoption overview graph.
5. In the Visualizations area to the right, for the FirstTimeUsers column, click the X to the right to remove
it.
6. At the top right of the Adoption overview visual, click the Pin visual icon and in the dialog, click Pin >
Existing dashboard.
7. At the top of the browser, in the breadcrumb, click the Office 365 Adoption link to return to the
dashboard.
8. If prompted to save changes to the report, click Don't save.
9. Scroll to the bottom of the dashboard to locate the visual you just saved.
10. Drag it to the top of the dashboard.
11. You can optionally delete the original Adoption overview card, by clicking the ellipsis on the top right of
the card, and then choosing Delete.
Create a new visual
The following example shows how to create a new visual to track new Yammer users on monthly basis.
1. In the Communication area of the dashboard, click the Yammer - Any Active Users card and in the top
navigation click Edit report.
2. At the bottom, click the new page icon to create a new page.
3. In the Visualizations area to the right, click the Stacked column chart (top row, second from left).
4. Click the bottom right of that visualization and drag to make it larger.
5. In the Fields area to the right, expand the Calendar table.
6. Drag MonthName to the fields area, directly below the Axis heading in the Visualizations area.
7. In the Fields area to the right, expand the TenantProductUsage table.
8. Drag FirstTimeUsers to the fields area, directly below the Value heading.
9. Drag Product to the Filters area, directly below the Visual level filters heading.
10. In the Filter Type area that appears, select the Yammer check box.
11. Just below the list of visualizations, click the Format icon.
12. Expand Title and change the Title Text value to First-Time Yammer Users by Month.
13. Change the Text Size value to 12.
14. At the top right of the visual, click the Pin visual icon and in the dialog, click Pin > Existing dashboard.
15. At the top of the browser, in the breadcrumb, click the Office 365 Adoption link to return to the
dashboard.
16. Scroll to the bottom of the dashboard to locate the visual you just saved.
NOTE
The reporting APIs are in preview and are subject to change until they go into production.
3. Enter your Office 365 (organization or school) admin credentials to authenticate to Office 365 when
prompted.
See the FAQ for more information about who is allowed to access the Office 365 Adoption content pack
reports.
4. Once the connection is authorized, you will see the Navigator window that shows the datasets available to
connect to.
Select all and click on Load.
This will download the data into your Power BI Desktop. Save this file and then you can start creating the
reports you need.
Use the Microsoft 365 usage analytics template
You can also use the Power BI template file that corresponds to the Microsoft 365 usage analytics reports as a
starting point to connect to the data. The advantage of using the pbit file is that it has the connection string
already established. You can also take advantage of all the custom measures that are created, on top of the data
that the base schema returns and build on it further.
You can download the Power BI template file from the Microsoft download center from the Download center.
After you have downloaded the Power BI template file follow these steps to get started:
1. Open the pbit file.
2. Enter your tenant id value in the dialog.
NOTE
For more information, see Working with Office 365 usage reports in Microsoft Graph.
This API provides information about the monthly trend of usage of the various Office 365 services. For the exact
data returned by the API refer to the table in the following section.
Tenant Product Usage Contains monthly totals of enabled, Contains monthly aggregated data for
active users, month-over-month a rolling 12-month period including the
retained users, first time users, and the current partial month.
cumulative active users.
Tenant Product Activity Contains monthly totals of activity and Contains monthly aggregated data for
active user count for various activity a rolling 12-month period including the
within the products. current partial month.
See active user definition for
information about the activities within a
product that are returned in this data
table.
Tenant Office Licenses Contains data about number of Contains end of month state data for a
Microsoft Office subscriptions assigned rolling 12 month period including the
to users current partial month.
Tenant Mailbox Usage Contains data about the user's mailbox, Contains end of month state data for a
in terms of total mailbox count and how rolling 12-month period including the
storage is used. current partial month.
Tenant Client Usage Contains data about the number of Contains monthly aggregated data for
users actively using specific a rolling 12-month period including the
client/devices to connect to Exchange current partial month.
Online, Skype for Business and Yammer.
Tenant SharePoint Online Usage Contains data about the SharePoint Contains end of month state data for a
sites, covering Team or Groups sites rolling 12-month period including the
such as total number of sites, number current partial month.
of documents on site, file count by
activity type and storage used.
TABLE NAME INFORMATION IN THE TABLE DATE RANGE
Tenant OneDrive for Business Usage Contains data about the OneDrive Contains end of month state data for a
accounts such as number of accounts, rolling 12-month period including the
number of documents across current partial month.
OneDrives, storage used, file count by
activity type.
Tenant Office 365 Groups Usage Contains data about Office 365 Groups Contains end of month state data for a
usage including Mailbox, SharePoint, rolling 12-month period including the
and Yammer. current partial month.
Tenant Office Activation Contains data about number of Office Contains end of month state data for a
subscription activations, count of rolling 12-month period including the
activation per device current partial month.
(Android/iOS/Mac/PC), activations by
service plan, for example, Office Proplus,
Visio, Project.
User State Contains metadata about users, This data is about users that had a
including user display name, products license assigned during the last
assigned, location, department, title, complete month.
company. This data is about users who
were assigned a licenses during the last
complete month . Every user is uniquely
represented by a user id.
User Activity Contains per-user level information This data is about users that performed
about activity performed by licensed an activity in any of the services during
users. the last complete month.
See active user definition for
information about the activities within a
product that are returned in this data
table.
Expand the following sections to see the detailed information for each data table.
Data table - User State
This table provides user level details for all users that have an license assigned to them during the last complete
month. It brings in data from the Azure Active Directory.
UserId Unique user id that represents a user and enables joining with
other data tables within the data set.
Timeframe Month value for which this table has data for.
LocationCity City data represented in Azure Active Directory for this user.
LocationState State data represented in Azure Active Directory for this user.
Title Title data represented in Azure Active Directory for this user.
Deleted True if the user has been deleted from Office 365 in that last
complete month.
DeletedDate Date when the user was deleted from Office 365.
YAM_ActivationDate Date the user entered the state of being active in Yammer.
YAM_DeletionDate Date the user entered the state of being deleted in Yammer.
UserID Unique user id that represents a user and enables joining with
other data tables within the data set.
Timeframe Month value for which this table represents data for.
ODB_FileViewedModified Number of files this user interacted with on any OneDrive for
Business (for example, created, updated, deleted, viewed, or
downloaded).
ODB_FileSharedInternally Number of files this user shared internally from any OneDrive
for Business, or with users within groups (that might include
external users).
ODB_FileSharedExternally Number of files this user shared externally from any OneDrive
for Business.
ODB_AccessByOwner Number of files the user interacted with that reside on their
own OneDrive for Business.
SPO_GroupFileViewedModified Number of files with this user interacted on any group site.
SPO_GroupFileSharedInternally The count of files that have been shared with users within the
organization, or with users within groups (that might include
external users).
SPO_GroupFileSharedExternally Number of files this user shared externally from any group
site.
SPO_OtherFileViewedModified Number of files with which this user interacted on any other
site.
SPO_OtherFileSynched Number of files this user synchronized from any other site.
SPO_OtherFileSharedInternally Number of files this user shared internally from any other site,
or with users within groups (that might include external
users).
SPO_OtherFileSharedExternally Number of files this user shared externally from any other site.
SPO_OtherAccessedByOwner Number of sites the user interacted with that reside on other
site that they own.
SPO_OtherAccessedByOthers Number of sites the user interacted with that reside on other
site that another user owns.
SPO_TeamFileViewedModified Number of files with which this user interacted on any team
site.
SPO_TeamFileSynched Number of files this user synchronized from any team site.
SPO_TeamFileSharedInternally Number of files this user shared internally from any team site,
or with users within groups (that might include external
users).
SPO_TeamFileSharedExternally Number of files this user shared externally from any team site.
SPO_TeamAccessByOwner Number of files the user interacted with that reside on a team
site that they own.
SPO_TeamAccessByOthers Number of files the user interacted with that reside on a team
site that another user owns.
Timeframe Month value. There will be one row per product per month for
the last 12 months including the current partial month.
CumulativeActiveUsers Number of users who are enabled to use a product and have
used the product up to the timeframe month at least once
since data collection started in the new usage system.
MoMReturningUsers Number of users who are active in the timeframe month and
also were active in the previous month.
COLUMN NAME COLUMN DESCRIPTION
FirstTimeUsers Number of users who became active in the timeframe for the
first time since data collection in the new usage system.
A user is counted as a first-time user in a particular month, if
we detect their activity for the first time since the beginning of
data collection in this new reporting system. Once counted as
a first time user, even if this user has a big gap in their activity
they will neve be counted again as a first time user
Content Date If timeframe shows current month, this value will represent
the latest date of the current month for which data is
available.
If Timeframe shows previous month, this value will represent
the last date of the timeframe month.
Timeframe Month value. There will be one row per product per month for
the last 12 months including the current partial month.
Product Name of the product within Office 365 for which usage data is
available.
ActivityCount This is the total number of actions counted for each activity
performed within the product across all active users.
Note: For SharePoint Online and OneDrive for Business
activities, this value represents the number of distinct
documents with which users interacted with.
Content Date If timeframe shows current month, this value will represent
the latest date of the current month for which data is
available.
If Timeframe shows previous month, this value will represent
the last date of the timeframe month.
IssueWarningQuota Total quota for issuing warning across all users mailboxes.
ProhibitSendQuota Total quota for prohibit send across all user mailboxes.
ProhibitSendReceiveQuota Total quota for prohibit send receive quota across all user
mailboxes.
Content Date If timeframe shows current month, this value will represent
the latest date of the current month for which data is
available.
If Timeframe shows previous month, this value will represent
the last date of the timeframe month.
Product Name of the product within Office 365 for which client usage
data is available.
UserCount Number of users that used each of the clients for each
product.
Content Date If timeframe shows current month, this value will represent
the latest date of the current month for which data is
available.
If Timeframe shows previous month, this value will represent
the last date of the timeframe month.
DocumentCount Total number of documents that existed on the site at the end
of the timeframe.
DiskQuota Total allocated storage quota summed across all sites at the
end of the timeframe.
Diplansed Total storage used summed across all sites at the end of the
timeframe.
ActivityType Number of sites that recorded the various types of file activity
(any/active files/ files shared EXT/INT/files synched).
Any represents any of the file activity was performed.
SitesWithNonOwnerActivities Number of active sites summed up for the month, where the
users other than the site owner performed a particular file
activity on sites.
Timeframe This column has the date value. Used as Many to one
relationship for Calendar table.
Content Date If timeframe shows current month, this value will represent
the latest date of the current month for which data is
available.
If Timeframe shows previous month, this value will represent
the last date of the timeframe month.
Data table - Tenant OneDrive Usage
This table provides data about the OneDrive accounts such as number of accounts, number of documents across
OneDrive accounts, storage used, file count by activity type. The end of month state of OneDrive for Business
accounts is represented in this table. For example, if a user created a 5 documents that used 10 MB of storage, and
then deleted a few and added more files so that at the end of month he has 7 files that use 5 MB of storage, then
the end of the month value is represented in this table at the end of the month.
DiskQuota Total allocated storage quota summed across all OneDrive for
Business accounts at the end of the timeframe.
Timeframe This column has the date value. Used as Many to one
relationship for Calendar table.
Content Date If timeframe shows current month, this value will represent
the latest date of the current month for which data is
available.
If Timeframe shows previous month, this value will represent
the last date of the timeframe month.
TimeFrame Month value. There will be one row per product per month for
the last 12 months including the current partial month.
ServicePlanName List of the service plan name values and counts of activations
by devices, as depicted by below columns.
TotalEnabled Number of users enabled per service plan name by the end of
the timeframe.
iOSCount Number of activations per service plan for iOS device by the
end of the timeframe.
MacCount Number of activations per service plan for MAC device by the
end of the timeframe.
Timeframe This column has the date value. Used as Many to one
relationship for Calendar table.
COLUMN NAME COLUMN DESCRIPTION
Content Date If timeframe shows current month, this value will represent
the latest date of the current month for which data is
available.
If Timeframe shows previous month, this value will represent
the last date of the timeframe month.
Troubleshooting Microsoft 365 usage analytics
7/5/2019 • 5 minutes to read • Edit Online
Explore the following list of error messages to get help with the most common issues with Microsoft 365 usage
analytics.
Refresh failed
Where you will see this message: Email from Power BI or failed status in the refresh history.
Cause: Sometimes the credentials of the user who connected to the content pack are reset, and not updated in the
connection settings of the content pack causing the user to see refresh failure errors.
To fix this error: In Power BI, find the dataset corresponding to the Office 365 Adoption dashboard (Office 365
Adoption_preview.pbix) , choose schedule refresh and provide your Office 365 admin credentials.
If that doesn't work, clear the cache, and re-create the content pack.
Add a user
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Email
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OneDrive
Get the OneDrive sync client and mobile apps
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SharePoint
Turn external sharing on or off for SharePoint Online
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Yammer
Office 365 sign-in for Yammer
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More tasks: Yammer admin HELP
Change your contact preferences for communications
from Microsoft
7/5/2019 • 2 minutes to read • Edit Online
Use the Contact preferences page to update your organizations's contact information, and choose the type of
Office 365 product-related communications that you want to receive.
Read Update your admin phone number and email address in Office 365 for info on how to change your admin
cellular phone number and email address.
If you're looking for how to change company profile information, such as organization's name and address,
primary company phone number, and technical contact information, see Change your organization's address,
technical contact email, and other information.
You can make changes to your organization profile, such as your organization name, address, phone, and technical
contact. You must be a global admin to update this information.
To change the address associated with your bill or subscription, see Change your billing addresses for Office 365
for business.
Name The name entered here is what users will see on the following
pages:
Sign-in page: If your users have set up other Microsoft
accounts with their business or school email address, they
may see the organization name on the sign-in page. This
helps them distinguish between their work or school account
and their other accounts, so they can identify which one to
use when they sign in.
Organization profile link and page: The link to your
organization's profile displays the organization name.
Yammer navigation: In Yammer, the left navigation uses the
organization name as the name of the home Yammer
network.
OneDrive sync client: The organization name is shown in File
Explorer on Windows and Finder on Mac, the file paths, the
OneDrive activity center, the tooltip of the OneDrive cloud
icon, and the OneDrive settings window. Currently, updating
the organization name does not update it for configured
clients.
FIELD DESCRIPTION
Address, City, State/Province, Postal code The address entered here is what you will see on your bill,
under Sold To: The Sold To address on your bill is the same as
your organization address on your profile page (see
Understand my bill for Office 365 for business).
Phone This is the primary number for your company. It's usually the
number of your company headquarters.
Technical contact This is the email address for the primary technical person who
administers your Office 365 subscription. This is the person
who will receive communications about Office 365 service
status.
Preferred language The preferred language determines the language for all
communications that are sent from Microsoft to your
organization. When you sign up, this setting determines the
language used by SharePoint Online, which your users see on
your team site. If you change the language preference setting
after you sign up, all future communications are sent in the
most recent language selected.
NOTE: The language used by SharePoint Online can't be
changed.
This article explains how you, the admin, can change your business phone and email address in Office 365.
If you're looking for how to change your company's profile information, such as company name and address,
company phone number, and technical contact information, see Change your organization's address, technical
contact email, and other information.
This article is for people who set password expiration policy for a business, school, or nonprofit.
If you're a user, you don't have the permissions to set your password to never expire. Ask your work or school
technical support to do the steps in this article for you.
As an admin, you can make user passwords expire after a certain number of days, or set passwords to never
expire.
TIP
By default, passwords are set to never expire. Current research strongly indicates that mandated password changes do more
harm than good. They drive users to choose weaker passwords, re-use passwords, or update old passwords in ways that are
easily guessed by hackers.
IMPORTANT
Only Office 365 global admins can perform these steps.
1. In the admin center, go to the Settings > Security and privacy page. If you aren't an Office 365 global
admin, you won't see the Security and privacy option.
2. Click Edit.
3. If you don't want users to have to change passwords, set Passwords never expire to On.
4. If you want user passwords to expire, in the first box type how often passwords should expire. Choose a
number of days from 14 to 730.
5. In the second box type when users are notified that their password will expire, and then click Save. Choose
a number of days from 1 to 30.
6. When the user's password expires, they'll get a notification that appears in the lower right corner of their
screen.
In Office 365, you can quickly and easily get to your email, calendars, documents, and apps using the Office 365
app launcher (learn more). These are apps you get with Office 365 as well as custom apps that you add from the
SharePoint Store or Azure AD.
You can add your own custom tiles to the app launcher that point to SharePoint sites, external sites, legacy apps,
and more. The custom tile appears under the app launcher's All apps, but you can pin it to the Home apps and
instruct your users to do the same. This makes it easy to find the relevant sites, apps, and resources to do your job.
In the below example, a custom tile called "Contoso Portal" is used to access an organization's SharePoint intranet
site.
NOTE: If you don't see the Custom tiles link, verify you have an Exchange Online mailbox assigned to you
and you've successfully signed into your mailbox. Both are required for this feature.
4. Choose Add a custom tile.
5. Enter a Tile name for the new tile. The name will appear in the tile.
6. Enter a URL for the tile. This is the location where you want your users to go when they click the tile on the
app launcher. Use HTTPS in the URL.
TIP: If you're creating a tile for a SharePoint site, navigate to that site, copy the URL, and paste it here. The
URL of your default team site looks like this: https://<company_name>.sharepoint.com
7. Enter a Description for the tile. You see this when you select the tile on the My apps page and choose App
details.
8. Enter an Image URL for the tile. The image appears on the My apps page and app launcher.
TIP: The image should be 60x60 pixels and be available to everyone in your organization without requiring
authentication.
9. Choose Save to create the custom tile.
Your custom tile now appears in the app launcher on the All tab for you and your users.
IMPORTANT
Both you and your users need to perform these steps to promote custom tiles from the My apps page to the app launcher.
2. Update the Tile name, URL, Description, or Image URL for the custom tile (see Add a custom tile to the
app launcher).
3. Click Update > Close.
To delete a custom tile, from the Custom tiles window, select the tile, click Remove tile and then click Delete.
What's next?
In addition to adding tiles to the app launcher, you can add app launcher tiles to the Office 365 navigation bar
(learn more). To customize the look and feel of Office 365 to match your organization's brand, see Customize the
Office 365 theme.
Determine if Centralized Deployment of add-ins
works for your organization
7/5/2019 • 5 minutes to read • Edit Online
Centralized Deployment is the recommended and most feature-rich way for most customers to deploy Office add-
ins to users and groups within your Office 365 organization. If you're an Office 365 admin, use this guidance to
determine if your tenant and users meet the requirements so that you can use Centralized Deployment.
Centralized Deployment supports Windows, Mac and Office Clients. It can take up to 24 hours for an add-in to
show up for client for all users.
Requirements
Centralized deployment of add-ins requires that the users are using Office 365 ProPlus (and are signed into Office
using their Organizational ID ), and have Exchange Online and active Exchange Online mailboxes. Your
subscription'd directory must either be in, or federated to Azure Active Directory. You can view specific
requirements for Office and Exchange below, or use the Office 365 Centralized Deployment Compatibility
Checker.
Centralized Deployment doesn't support the following:
Add-ins that target Word, Excel, or PowerPoint in Office 2013
An on-premises directory service
Add-in deployment to SharePoint
Add-in deployment to Office Online Server
Teams apps
Deployment of Component Object Model (COM ) or Visual Studio Tools for Office (VSTO ) add-ins
Deployments of Office 365 that do not include Exchange such as Office 365 Business
Office Requirements
For Word, Excel, and PowerPoint add-ins, your users must be using one of the following:
On a Windows device, Version 1704 or later of Office 365 ProPlus.
On a Mac, Version 15.34 or later.
For Outlook, your users must be using one of the following:
Version 1701 or later of Office 365 ProPlus.
Version 1808 or later of Office Professional Plus 2019 or Office Standard 2019.
Version 16.0.4494.1000 or later of Office Professional Plus 2016 (MSI) or Office Standard 2016
(MSI)*
Version 15.0.4937.1000 or later of Office Professional Plus 2013 (MSI) or Office Standard 2013
(MSI)*
*MSI versions of Outlook show admin-installed add-ins in the appropriate Outlook ribbon, not the
"My add-ins" section.
Find out if Office 365 ProPlus is installed
To use Office 365 ProPlus, a user must have an Office 365 account and must have been assigned a license. For
more information, see Overview of Office 365 ProPlus.
The simplest way to detect if a user has Office 365 ProPlus installed and has been using it recently is to use the
Microsoft Office Activations report, which is available in the Microsoft 365 admin center. The report provides a list
of all users who have activated Office 365 ProPlus within the last 7 days, 30 days, 90 days, or 180 days. For
centralized deployment purposes, the desktop activations for Windows or Mac are the important columns in the
report. You can export the report to Excel. For more information about the report, see Office 365 Reports in the
Admin Center - Microsoft Office activations.
If you don't want to use the Activations report, you can ask a user to open an Office application such as Word on
their machine, and then choose File > Account. Under Product Information, you should see Subscription
Product and Microsoft Office 365 ProPlus, as shown in the following image.
For help with Office 365 ProPlus, see Troubleshooting tips for Office 365 ProPlus.
Exchange requirements
Microsoft Exchange stores the add-in manifests within your organization's tenant. The admin deploying add-ins
and the users receiving those add-ins must be on a version of Exchange Server that supports OAuth
authentication. By default, Exchange Multi-Tenant and Dedicated VNext deployments support OAuth. Exchange
Dedicated Legacy and hybrid on-premises deployments can be configured to support OAuth; however, it isn't the
default configuration.
Check with your organization's Exchange admin to find out which configuration is in use. OAuth connectivity per
user can be verified by using the Test-OAuthConnectivity PowerShell cmdlet.
Office 365 Centralized Deployment Compatibility Checker
Using the Office 365 Centralized Deployment Compatibility Checker, you can verify whether the users on your
tenant are set up to use Centralized Deployment for Word, Excel and PowerPoint. The Compatibility Checker is not
required for Outlook support. Download the compatibility checker here.
Run the compatibility checker
1. Start an elevated PowerShell.exe window.
2. Run the following command:
Import-Module O365CompatibilityChecker
Invoke-CompatibilityCheck
which prompts you for TenantDomain (for example, TailspinToysIncorporated.onmicrosoft.com) and TenantAdmin
credentials, and then requests consent.
NOTE
Depending on the number of users in your tenant, the checker could complete in minutes or hours.
When the tool finishes running, it produces an output file in comma-separated (.csv) format. The file is saved to
C:\windows\system32 by default. The output file contains the following information:
User Name
User ID (User's email address)
Centralized Deployment ready - If the remaining items are true
Office plan - The plan of Office they are licensed for
Office Activated - If they have activated Office
Supported Mailbox - If they are on an OAuth-enabled mailbox
NOTE
Non-mail enabled security groups are not currently supported.
Centralized Deployment supports assignments to individual users, groups, and everyone in the tenant. Centralized
Deployment supports users in top-level groups or groups without parent groups, but not users in nested groups
or groups that have parent groups.
Take a look at the following example where Sandra, Sheila, and the Sales Department group are assigned to an
add-in. Because the West Coast Sales Department is a nested group, Bert and Fred aren't assigned to an add-in.
Alternately, you can use the Azure Active Directory Graph API to run queries to find the list of groups within a
group. For more information, see Operations on groups | Graph API reference.
Contacting Microsoft for support
If you or your users encounter problems loading the add-in while using Office apps for the web (Word, Excel, etc.),
which were centrally deployed, you may need to contact Microsoft support (learn how ). Provide the following
information about your Office 365 environment in the support ticket.
Office add-ins help you personalize your documents and streamline the way you access information on the web
(see Start using your Office Add-in). As an Office 365 admin, you can deploy Office add-ins for the users in your
organization. You can do this using the Centralized Deployment feature in the Microsoft 365 admin center.
Centralized Deployment is the recommended and most feature-rich way for most admins to deploy add-ins to
users and groups within an organization. For more information on how to determine if your organization can
support Centralized Deployment, see Determine if Centralized Deployment of add-ins works for your Office 365
organization.
Centralized Deployment provides the following benefits:
A Global admin can assign an add-in directly to a user, to multiple users via a group, or to everyone in the
tenant.
When the relevant Office application starts, the add-in automatically downloads for the user. If the add-in
supports add-in commands, the add-in automatically appears in the Ribbon within the Office application.
Add-ins will no longer appear for users if the admin turns off or deletes the add-in, or if the user is removed
from Azure Active Directory or from a group that the add-in is assigned to.
NOTE
For Word, Excel and PowerPoint use a SharePoint App Catalog to deploy add-ins to users in an on-premises environment
with no connection to Office 365 and/or support for SharePoint add-ins required. > For Outlook use Exchange control panel
to deploy in an on-premises environment without a connection to Office 365. >
If you do not wish to see this every time you deploy, check the box before choosing Next.
5. Choose from one of the following options on the Centralized Deployment page:
I want to add an Add-in from the Office Store
I have the manifest file (.xml) on this device: For this option, select Browse to locate the manifest file
(.xml) that you want to use.
I have a URL for the manifest file: For this option, type the URL in the field provided.
6. Select Next.
7. If you selected the option to add an add-in from the Office Store, you can now make your add-in selection.
Notice that you can view available add-ins via categories of Suggested for you, Rating, or Name. Only
free add-ins are available to add from the Office Store. Paid add-ins aren't supported currently. Once you've
selected your add-in, you will need to agree to some additional terms and conditions in order to proceed.
NOTE: With the Office Store option, updates and enhancements to the add-in will automatically be made
available to users without your intervention.
8. In Specify who has access, select Everyone, Specific users/groups or Just me to specify who the add-in
is deployed to. Use the Search box to find the users or groups who you want to deploy the add-in to.
NOTE: Learn about the other states that apply to an add-in. See Add-in states later in this topic.
9. Select Deploy Now.
10. The add-in has now been deployed. A green tick will appear when this has been completed. You can follow
the on page instructions in order to test that the add-in has deployed successfully.
NOTE
Users may need to relaunch Office to see the add-in icon appear on the ribbon of app. Outlook add-ins can take up to 12
hours to appear on users' ribbons.
11. When finished, choose Next. If you've deployed to just yourself, you can choose Change who has access to
add-in in order to deploy to more users.
If you've deployed the add-in to members of your orgnisation other than yourself, follow the instructions displayed
in order to effectively announce the deployment of the add-in.
You now see your add-in along with other apps in Office 365.
It's a good idea to inform the users and groups who you deployed the add-in to so that they know that it's
available. Consider sending an email to them that describes when and how to use the add-in and explains how the
add-in can help them do their job better. Include or link to relevant Help content or FAQs that might help if users
have any problems with the add-in.
Considerations when assigning an add-in to users and groups
Admins can assign an add-in to everyone or to specific users and groups. Each option has implications:
Everyone: As the name implies, this option assigns the add-in to every user in the tenant. Use this option
sparingly and only for add-ins that are truly universal to your organization.
Users: If you assign an add-in to an individual user, then to deploy the add-in to a new user, you will need to
first add that user. The same goes for removing users.
Groups: If you assign an add-in to a group, users who are added to the group will automatically be assigned
the add-in. And, when a user is removed from a group, the user loses access to the add-in. In either case, no
additional action is required from you as the admin.
Just me: If you assign an add-in to just yourself, this assigns the add-in to only your account. This is ideal if
you wish to test out the add-in first.
The option that is right for your organization depends on your configuration. However, we recommend making
assignments via groups. As an admin, you might find it easier to manage add-ins using groups and control the
membership of those groups rather than having to change the users assigned each time. On the other hand, in
some situations, you may want to restrict access to a very small set of users and therefore make assignments to
specific users. As a result, you will need to manage the assigned users manually.
Add-in states
An add-in can either be in the On or Off state.
Active Admin uploaded the add-in and Users and groups assigned to the add-
assigned it to users or groups. in see it in the relevant clients.
Turned off Admin turned off the add-in. Users and groups assigned to the add-
in no longer have access to it.
If the add-in state is changed to Active,
the users and groups will have access to
it again.
Deleted Admin deleted the add-in. Users and groups assigned the add-in
no longer have access to it.
Consider deleting an add-in if no one is using it any more. Turning off an add-in may make sense if an add-in is
used only during specific times of the year.
Security of Office add-ins
Office add-ins combine an XML manifest file that contains some metadata about the add-in, but most importantly
points to a web application which contains all the code and logic. Add-ins can range in their capabilities. For
example, add-ins can:
Display data.
Read a user's document to provide contextual services.
Read and write data to and from a user's document to provide value to that user.
For more information about the types and capabilities of Office add-ins, see Office Add-ins platform overview,
especially the section "Anatomy of an Office Add-in."
To interact with the user's document, the add-in needs to declare what permission it needs in the manifest. A five-
level JavaScript API access-permissions model provides the basis for privacy and security for users of task pane
add-ins. The majority of the add-ins in the Office Store are level ReadWriteDocument with almost all add-ins
supporting at least the ReadDocument level. For more information about the permission levels, see Requesting
permissions for API use in content and task pane add-ins.
When updating a manifest, the typical changes are to an add-in's icon and text. Occasionally, add-in commands
change. However, the permissions of the add-in do not change. The web application where all the code and logic
for the add-in runs can change at any time, which is the nature of web applications.
Updates for add-ins happen as follows:
Line-of-business add-in: In this case, where an admin explicitly uploaded a manifest, the add-in requires
that the admin upload a new manifest file to support metadata changes. The next time the relevant Office
applications start, the add-in will update. The web application can change at any time.
Office Store add-in: When an admin selected an add-in from the Office Store, if an add-in updates in the
Office Store, the add-in will update later in Centralized Deployment. The next time the relevant Office
applications start, the add-in will update. The web application can change at any time.
Prevent add-in downloads by turning off the Office Store across all clients (Except Outlook)
NOTE
Outlook add-in installation is managed by a different process.
As an organization you may wish to prevent the download of new Office add-ins from the Office Store. This can be
used in conjunction with Centralized Deployment to ensure that only organization-approved add-ins are deployed
to users within your organization.
To turn off add-in acquisition:
1. Go to the Microsoft 365 admin center.
2. Choose Settings > Services & add-ins.
3. Choose User owned apps and services.
4. Uncheck the check-boxes next to Let users access the Office store.
This will prevent all users from acquiring the following add-ins from the store.
Add-ins for Word, Excel, and PowerPoint 2016 from:
Windows
Mac
Office
iOS
Acquisitions starting within AppSource
Add-ins within Office 365
A user who tries to access the store will see the following message: Sorry, Office 365 has been configured to
prevent individual acquisition of Office Store add-ins.
Support for turning off the Office Store is available in the following versions:
Windows: 16.0.9001 - Currently available.
Mac: 16.10.18011401 - Currently available.
iOS: 2.9.18010804 - Currently available.
The web - Currently available.
This does not prevent an administrator from using Centralized Deployment to assign an add-in from the Office
Store.
To prevent a user from signing in with a Microsoft account, you can restrict logon to use only the organizational
account. For more information, look here.
For Outlook:
Outlook.com N/A
In Outlook
1. On the Home ribbon, choose Get Add-ins.
Learn more
Learn more about creating and building Office Add-ins.
Use Centralized Deployment PowerShell cmdlets to manage add-ins.
Troubleshoot: User not seeing add-ins
Find your Office 365 partner or reseller
7/5/2019 • 2 minutes to read • Edit Online
As an Office 365 admin, you can work with a partner to purchase, activate, and renew Office 365 subscriptions
through a Microsoft Open Volume Licensing program.
Not sure if Open Volume Licensing is for you? Check out the Microsoft Open Programs overview.
Find contact information for a partner you've worked with in the past
NOTE
In some cases, you can findinformation in the Microsoft 365 admin center for partners you've worked with in the past. Keep
in mind that this information may be out of date. As a best practice, we recommend contacting the person or department
responsible for purchasing in your organization to find out which partner you should work with.
1. Sign in to Office 365 with your work or school account as a global admin. Where to sign in to Office 365 for
business.
2. Select the app launcher icon in the upper-left and then choose Admin.
Can't find the app you're looking for? From the app launcher, selectAll apps to see an alphabetical list of
the Office 365 apps available to you. From there, you can search for a specific app.
3. Go to Settings > Partner relationships.
4. If you have a partner, the partner's name and relationship to your organization will be listed here. To view
partner contact information (phone number and email address), click on the partner name.
More resources
Microsoft Volume Licensing Service Center training and resources
For Microsoft partners
Help for partners
Room and equipment mailboxes
7/5/2019 • 4 minutes to read • Edit Online
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
If you have a conference room, company car, or equipment that everyone needs to use, then you need to come up
with a way to make those resources reservable to everyone. The best way to do that is to create a room or
equipment mailbox in Office 365 for each resource. You might create one for your first floor conference room,
media equipment, or a moving truck.
Once you create a room or equipment mailbox, everyone in the company can reserve it for meetings or events
using Outlook. Learn how to use it and how to set it up on the next two tabs. Here are some other common
questions about room and equipment mailboxes.
7. Type a message describing the purpose and attach any files if needed.
8. To allow others to join online or call in to the meeting, click Skype Meeting.
9. To make sure the room, equipment, and people you've invited are available, click Scheduling Assistant at
the top. Then select an available time in the calendar.
TIP: In the scheduling calendar, blue means the room or equipment is reserved, or busy. Select the white, or
free, area on the calendar.
10. When finished, choose Send.
4. Click Add.
5. Fill out the room or equipment fields:
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
In Office 365, you can send email as a distribution list. When a person who is a member of the distribution list
replies to a message sent to the distribution list, the email appears to be from the distribution list, not from the
individual user. This topic shows you how to do this.
6. Then type the distribution list address such as [email protected], and send the message. The next time
you reply from the distribution list, its address will appear as an option in the From drop down.
Upgrade distribution lists to Office 365 Groups in
Outlook
7/5/2019 • 6 minutes to read • Edit Online
You can upgrade distribution lists to Office 365 Groups with Outlook. This is a great way to give your
organization's distribution lists all the features and functionality of Office 365 groups. Why you should upgrade
your distribution lists to groups in Outlook
You can upgrade DLs one at a time, or several at the same time.
4. Select one or more distribution lists (also called a distribution group ) from the groups page.
6. On the information dialog, choose Yes to confirm the upgrade. The process begins immediately. Depending
on the size and number of DLs you're upgrading, the process can take minutes or hours.
If the distribution list can't be upgraded, a dialog appears saying so. See Which distribution lists can be
upgraded?.
7. If you're upgrading multiple distribution lists, use the drop down to filter which distribution lists have been
upgraded. If the list isn't complete, wait a while longer and then choose Refresh to see what's been
successfully upgraded.
There's no notice that tells you when the upgrade process has completed for all DLs you selected. You can
figure this out by looking to see what's listed under Available for upgrade or Upgraded DLs.
8. If you selected a DL for upgrade, but it's still appears on the page as Available to upgrade, then it failed to
upgrade. See What to do if the upgrade doesn't work.
NOTE
If you're getting the groups digest emails you may notice at the bottom that it will sometimes offer to let you upgrade any
eligible distribution lists that you're the owner of. See Have a group conversation in Outlook for more information about
digest emails.
For example, if you want to upgrade a DLs with SMTP address [email protected], run the following command:
Upgrade-DistributionGroup -DlIdentities [email protected]
NOTE
You can also upgrade a single distribution list to an Office 365 group using the New-UnifiedGroup PowerShell cmdlet
For example, if you want to upgrade five DLs with SMTP address [email protected] and [email protected] ,
[email protected] , [email protected] and [email protected] , run the following command:
1. Get the eligible DLs in the tenant and upgrade them using the upgrade command:
Get-EligibleDistributionGroupForMigration | Foreach-Object{
Upgrade-DistributionGroup -DlIdentities $_.PrimarySMTPAddress
}
2. Get the list of all DLs and upgrade only the eligible DLs:
Get-DistributionGroup| Foreach-Object{
Upgrade-DistributionGroup -DlIdentities $_.PrimarySMTPAddress
}
PROPERTY ELIGIBLE?
Security groups No
If you want to check which DLs are eligible for upgrade just run the following command:
Get-EligibleDistributionGroupForMigration
People who need to see or work with your site content but don't have user accounts for your SharePoint Online or
Office 365 environment are called "external users." You can share your sites and documents with external users
either globally, that is, for all sites in the tenant, or for each site collection individually.
After sharing is enabled for the tenant and individual site collections, site collection admins can extend invitations
to specific users. See Share SharePoint files or folders in Office 365 for instructions.
Share a site. If you want to share a site but you also want to Provide someone outside your organization with ongoing
restrict external users from gaining access to some of your access to information and content on a site. They need the
organization's internal content, consider creating a subsite with ability to perform like a full user of your site and create, edit,
unique permissions that you use exclusively for the purpose of and view content.
external sharing.
Share a document and require sign-in. Provide one or several people outside your organization with
secure access to a specific document for review or
collaboration, but these people do not require ongoing access
to other content on your internal site.
Share a document, but don't require sign-in. Share a link to a non-sensitive or non-confidential document
with people outside your organization so that they can either
view it or update it with feedback. These people do not require
ongoing access to content on your internal site.
IMPORTANT
When you deactivate external sharing, any external users who had access to the site at the time the feature was deactivated
are denied access to the site and no future invitations can be sent. If the feature is reactivated with external user names in the
SharePoint permissions groups, then those users will automatically be able to access the site again. To permanently prevent a
user from accessing the SharePoint site, you can remove them from the list of external users.
If external sharing is turned off globally, any shared guest links will also stop working. If the feature is later
reactivated, these links will resume working.
Enable external sharing for all SharePoint sites in the Microsoft 365
admin center
The ability to invite external users to SharePoint sites is enabled by default, so site owners and site collection
administrators can share team sites and sub-sites with external users at any time.
1. Sign in to Office 365 with your work or school account.
2. Go to the Microsoft 365 admin center.
3. In the Microsoft 365 admin center, type external in the search box on the Home page, and choose Sites
external sharing.
4. Next to Let people outside your organization access your sites, slide the slider to On to turn on
external sharing.
5. To Allow your users to send guest links for access to your organization's sites and documents, slide
the slider for this option to On.
Change the slider to Off if you want to require users to sign in using a username and password. (For more
information about user IDs for work or school accounts, see What is my user ID and why do I need it?)
6. Choose Save.
NOTE
If external sharing is turned off for the entire SharePoint Online environment, you will not be able to turn it on for specific site
collections.
On the sites page of the sharing settings (Microsoft 365 admin center) you can see a list of all the site collections
currently active in your tenant along with the sharing settings for each site collection.
6. Next to Let people outside your organization access your sites, slide the slider to On to turn on
external sharing.
7. To Allow your users to send guest links for access to your organization's sites and documents, slide
the slider for this option to On.
Change the slider to Off if you want to require users to sign in using a username and password. (For more
information about user IDs for work or school accounts, see What is my user ID and why do I need it?)
8. Click Save.
Revoke site access for individual users in the Microsoft 365 admin
center
1. If you're not already in the External Sharing Sites screen, do steps 1-4 shown in Edit the sharing settings of a
particular site collection in the Microsoft 365 admin center.
2. Select the sharing status ( Share links and invitations or Not allowed) next to the desired site collection.
3. In the sharing dialog box, next to External members, click Edit.
4. Under Remove external members, search for the members to remove.
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
It's often necessary to schedule meetings with people outside your organization. To simplify the process of finding
mutually agreeable meeting times, Office 365 enables you to make calendars available to "external users," those
who need to see free/busy time but don't have user accounts for your Office 365 environment.
Calendar sharing is a global setting, meaning that you, the Office 365 admin, can enable it for all users in the
tenant. Once sharing is enabled, users can use Outlook Web App to share their calendars with anyone inside or
outside the organization. People inside the organization can view the shared calendar side-by-side with their own.
People outside the organization will be sent a URL that they can use to view the calendar. Users decide when to
share, how much to share, and when to keep their calendars private.
NOTE
If you want to share calendars with an organization that uses Exchange Server 2013 (an on-premises solution), the Exchange
administrator will need to set up an authentication relationship with the cloud. This is known as "federation" and must meet
minimum software requirements. See Sharing for more information.
When you select the check box to allow anonymous users, you'll have to decide what type of calendar
information to make available to users. You can allow all information, or limit it. These choices specify the
amount of information that your users can show on a case-by-case basis. Select one of the following:
Calendar free/busy information with time only
Calendar free/busy information with time, subject and location
All calendar appointment information
Contact support
Featured Articles
Try or buy
Extend your trial
Buy a subscription from your free trial
Buy another subscription
Buy or edit and add-on
Buy a domain name
Add storage space for your subscription
Billing
View your bill
Understand your invoice
Pay for your subscription
Manage credit cards or bank accounts
Change your payment method
Change your billing addresses
What tax will I be charged?
Apply for tax exempt status
Manage licenses
Understand subscriptions and licenses
Buy licenses for your subscription
Assign licenses to users
Remove licenses from users
Remove licenses from your subscription
Resolve license conflicts
Switch or upgrade
Switch to a different plan or subscription
What does switching plans do to my service and billing?
Important information for Office 365 Enterprise E4 customers
Renew or cancel
Renew your subscription
Reactivate your subscription
Cancel your subscription
What happens to my data and access when my subscription ends?
Sign up for an Office 365 trial subscription
7/5/2019 • 2 minutes to read • Edit Online
You can sign up for a trial Office 365 business subscription for free. You can try it out for 30 days.
1. To sign up for an Office 365 business trial subscription, go to the Office Products site.
2. Choose the plan you want to sign up for, such as Office 365 Business Premium, scroll down the page, and
select Try for free.
3. On the Welcome... page, enter your business information.
4. On the Create your user ID page, choose your username and password and select Create my account.
5. Enter your phone number, and select Text me to get a confirmation code. Enter the code and select Next.
6. The signup process may take several minutes to complete. Once it's complete, select You're ready to go.
You'll get an email with details on how to start using your Office 365 subscription.
Extend your trial for Office 365 for business
7/5/2019 • 2 minutes to read • Edit Online
Do you need more time to try out the features of Office 365 for business before buying? If your trial subscription
is within 15 days of expiring and the trial hasn't been extended before then you can extend your trial for another
30 day period. You can only do this one time.
You've tried Office 365, and now you're ready to buy. You have two options when buying Office 365 from your
trial version:
Buy the same plan as your trial
Buy a different plan than your trial
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
Related topics
Extend your trial
Sign up for Office 365
Switch to a different Office 365 plan or subscription
Buy another Office 365 for business subscription
7/5/2019 • 2 minutes to read • Edit Online
If you already have an Office 365 for business subscription and you want to buy another subscription for your
organization, the best way is to do it is through the admin center. If you haven't yet purchased the first Office 365
for business subscription for your organization, go here to choose a plan.
When you buy another subscription through the admin center, you're guaranteed that the new subscription will be
associated with the same organization (domain name space) as your existing subscription. This makes it easier to
move users within your organization between subscriptions or assign them a user license for the additional
subscription they need.
After purchasing a new subscription, you'll need to assign the users who you want to use that subscription a user
license for it. To learn how, see Assign licenses to users in Office 365 for business.
4. Enter the number of user licenses you need, chose whether to pay each month or for the whole year, and
then choose Add to Cart.
5. Your cart opens. If your cart disappears from the screen, choose Cart to reopen it, review the order and
then choose Check Out.
6. Review the pricing information and choose Next.
7. Provide your payment information, and then choose Place order.
8. On the confirmation page, choose Go to Admin Home.
Related topics
Assign licenses to users
Remove licenses from users
Buy or edit an add-on for Office 365 for business
7/5/2019 • 6 minutes to read • Edit Online
Several of the Office 365 for business plans have add-ons that you can buy for your subscription. An add-on
provides additional functionality to the subscription that you buy it for.
Buy an add-on
Use the admin center (preview) to buy an add-on
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle located
at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing > Purchase services page.
2. At the bottom of the Purchase services page, choose Add-ons.
3. On the Purchase services page, choose the add-on subscription that you want to buy.
4. Enter the number of licenses that you need, and choose whether to pay each month or for the whole year.
Choose whether you want to automatically assign licenses to everyone who does not currently have a
license. If shown, choose a base subscription.
5. Choose Check out now.
6. Review the pricing information, then choose Next.
7. Provide your payment information, and then choose Place order > Go to Admin Home.
Use the old admin center to buy an add-on
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
If you're using Office 365 operated by 21Vianet, go to this Subscriptions page.
2. On the Subscriptions page, choose the subscription for which you want to buy an add-on.
3. On the bottom-left corner of the subscription details, choose Add-ons > Buy add-ons.
4. On the Purchase services page, mouse over or tap the add-on subscription that you want to buy, and then
choose Buy now.
5. Enter the number of licenses that you need, and choose whether to pay each month or for the whole year.
Choose whether you want to automatically assign licenses to everyone who does not currently have a
license. If shown, choose a base subscription.
6. Choose Check out now.
7. Review the pricing information, and then choose Next.
8. Provide your payment information, and then choose Place order > Go to Admin Home.
Update an add-on
The steps that you use to update an add-on depend on whether the add-on is a traditional add-on, or a standalone
add-on.
Traditional add -ons are linked to a specific subscription. If you cancel the subscription, the associated add-on is
also cancelled.
Standalone add -ons are not linked to a specific subscription. Standalone add-ons appear as a separate
subscription on the Subscriptions page (or on the Products & services page in the admin center (preview )), and
have their own expiration date. You manage a standalone add-on the same way that you manage any other
subscription.
Update a traditional add-on
Use the admin center (preview) to update a traditional add-on
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle located
at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing > Products & services page.
2. On the Products & services page, choose the subscription for which you want to update an add-on.
3. Choose Add-ons. The add-ons that you have purchased are shown.
4. Choose Change quantity for the add-on you want to change.
5. Enter the quantity change you want for the subscription, then choose Submit change.
Use the old admin center to update a traditional add-on
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
If you're using Office 365 operated by 21Vianet, go to this Subscriptions page.
2. On the Subscriptions page, choose the subscription for which you want to update an add-on.
3. Choose Add-ons.
The add-ons that you have purchased are shown and each of the add-ons will have a Change quantity
link below it.
4. Choose the Change quantity link for the add-on that you want to update.
5. Enter the number of user licenses that you need in the box, and then choose Submit.
TIP
You can also use the up-arrow and down-arrow to change the quantity of user licenses or just enter the number you
want in the box.
TIP
You can also use the up-arrow and down-arrow to change the quantity of licenses or just enter the number you
want in the box.
Remove an add-on
You can cancel a standalone add-on the same way that you cancel a subscription. Or you can set Recurring
billing to off for a standalone add-on by using the steps above. However, you cannot remove a traditional add-on
after it's been bought. If you need to remove a traditional add-on, please contact support for help.
Available add-ons
The following table lists add-ons that are available for different editions of Office 365 for business.
For information about Skype for Business add-ons, see Skype for Business and Microsoft Teams add-on licensing.
Related topics
Add storage space for your subscription
Add storage space for your subscription
7/5/2019 • 4 minutes to read • Edit Online
If you start to run out of storage for your SharePoint Online site collections, you can add storage to your
subscription if your plan is eligible. If you don't see the Office 365 Extra File Storage in the list of available add-
ons, it means your plan is not eligible. For more information, see Is my plan eligible?
2. Choose the app launcher icon in the upper-left and choose Admin.
3. In the admin center, choose Admin centers > SharePoint.
4. On the Site collections menu, view the amount of storage used.
After you've determined how much storage you're using, you can add or remove storage space for your
subscription. To find out how much it will cost to add storage space, follow the steps in this article, and review the
pricing information before you purchase.
For information about setting site collection storage limits, see Manage site collection storage limits.
NOTE
If you don't see Add-ons, and your subscription was purchased through a partner, choose Volume Licensing
Service Center (VLSC).
4. On the Purchase services page, mouse over or tap Office 365 Extra File Storage, then choose Buy
now.
5. Enter the number of user licenses that you need and, if shown, choose a base subscription. Choose Check
out now.
6. On the How does this look? page, verify the number of gigabytes of storage you selected, review the
pricing information, and then choose Next.
7. On the Complete order page, choose Place order.
NOTE
If you don't see Add-ons, and your subscription was purchased through a partner, choose Volume Licensing
Service Center (VLSC).
4. In the right pane, enter the total number of gigabytes that you need, then choose Submit.
For example, if you currently have 200 gigabytes of extra file storage but you only need 100 gigabytes, then
you would enter 100 in the box.
5. Choose Close.
This article is for people who have an Office 365 for business subscription. You must be a Global Admin or Billing
Admin to do the steps described in this article.
If you need help interpreting the charges you see on your bill, see Understand your invoice for a detailed
walkthrough.
Not an admin? Contact your IT administrator for help.
Have a problem with your bill? Contact support for business products.
Related topics
Pay by invoice, credit card, or bank account
Add, update, or remove a credit card or bank account
Minecraft: Education Edition payment options
Understand your invoice for Office 365 for business
7/5/2019 • 6 minutes to read • Edit Online
Each month you'll receive an email that tells you that your new billing statement is available in the admin center.
Learn how to find and view your bill or invoice.
Your invoice contains two pages. Page 1 is the invoice summary, and contains general information about the
invoice, order, amount due, how to make a payment, and how to contact support.
Page 2 contains details about the billing activity for each subscription.
For descriptions of the fields and terms included in your invoice, see the Invoice Field Glossary later in this article.
NOTE
Paying by bank account is not available in some countries or regions.
NAME DESCRIPTION
Billing Period Billing Period is the time period since the last invoice date.
Service Period is the time period during which you are
charged to use the service.
Charges Page 1 of your invoice summarizes all charges for the invoice
Billing Period. Page 2 shows the detailed charges for each
subscription.
Credits Page 1 of your invoice summarizes all credits for the invoice
Billing Period. Page 2 shows the detailed credits for each
subscription.
Customer PO Number Your Purchase Order (PO) number. If you update the PO
number, future invoices will include it. Change your purchase
order number.
NOTE You can't add a PO number to an existing invoice.
NAME DESCRIPTION
Due Date The date when payment is due for the invoice. If your
subscription is paid with a credit card or bank account, we will
charge your credit card or banking account the day after the
Invoice Date.
NOTE Paying by bank account is not available in some
countries or regions.
Electronic Funds Transfer If you chose "invoice" as the subscription payment method,
page 1 contains the Microsoft bank account information for
electronic (wire, ACH, SEPA, etc.) payments. Usually, your
bank will have a reference field you complete when you send
a payment. Please reference the invoice number shown in this
field.
Grand Total This row includes the totals for all Charges, Discounts, Credits,
SubTotal, Tax, and Total columns for all subscriptions listed on
the invoice.
Invoice Date The date the invoice was created. The invoice date is the day
after the end of your Billing Period. For example, if your Billing
Period is Jan 15 - Feb 14, your Invoice Date is Feb 15.
Invoice Number The unique number assigned to your invoice. Please reference
the Invoice Number with your payment.
Order Number Every time you buy a new subscription, an order is created.
Every month, you'll receive an invoice for each order.
Payment Instructions If you pay by credit card, you'll see "Do not pay - charged to
credit card on file." If you pay by invoice, you'll see
instructions for paying by Electronic Funds Transfer (EFT) and
check (if applicable).
Payment Terms The number of days from the Invoice Date when payment is
due. The standard is 30 days.
Service Period Service Period is the time period during which you are
charged to use the service. A Billing Period is the time period
since the last invoice date.
Service Usage Address The address where the service is being used, usually the same
as your Sold-To address. To update your Service Usage
Address, see Change your billing addresses.
Tax Page 1 of your invoice shows the total tax. Page 2 shows the
tax rate applied, and the total tax amount for each line item. If
your invoice contains taxes and your company is tax exempt,
please contact support.
NOTE
You can't add a PO number to an existing invoice. The PO number will appear on all future invoices.
Use the admin center (preview) to change your purchase order number
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle located
at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing > Products & services page.
2. Choose the subscription you want to change, and in the Settings & Actions section, choose Edit
payment details.
3. At the bottom of the Edit payment details pane, enter your PO number, then choose Save.
Use the old admin center to change your purchase order number
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
If you're using Office 365 operated by 21Vianet, go to this Subscriptions page.
2. Choose the subscription you want to change, and in the Payment method section, choose Change
payment details.
3. At the bottom of the Change payment details pane, enter your PO number, then choose Submit.
Related topics
Pay for your Office 365 for business subscription
Minecraft: Education Edition payment options
Pay for your Office 365 for business subscription
7/5/2019 • 7 minutes to read • Edit Online
When you set up your subscription, you can choose to pay by using credit card or bank account payments, or to
pay by invoice using check or electronic funds transfer (EFT) . Whichever method you choose, that is the payment
method we will continue to use for subsequent billing periods, unless you change your payment method.
NOTE
Paying by bank account is not available in some countries or regions.
NOTE
If you switch to a different credit card to pay the outstanding balance on your subscription, that card will be charged for all
future automatic payments for that subscription.
NOTE
When you use the Pay now feature, you'll be charged for the entire outstanding balance on your account, which
could be more than the amount due shown elsewhere.
4. If you're not the credit card owner, you can choose a different credit card oradd a new card.
5. After you've updated the credit card information or changed the credit card that is used to pay for the
subscription, choose Submit payment.
Use the old admin center to pay your outstanding balance
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
2. Choose the subscription that you want to change. In the My bill section, choose Pay now.
3. If you're the credit card owner, you can change the expiration date for the card, pick a different card, oradd
a new card.
NOTE
When you use the Pay now feature, you'll be charged for the entire outstanding balance on your account, which
could be more than the amount due shown elsewhere.
4. If you're not the credit card owner, you can choose a different credit card oradd a new card.
5. After you've updated the credit card information or changed the credit card that is used to pay for the
subscription, choose Submit. You'll see a confirmation message that says "Your payment method has been
updated and all outstanding charges are settled. Thank you."
NOTE
By default, your organization's billing notifications are sent to the Office 365 email address and the alternate email address
of every global and billing admin in your organization. To change the alternate email address, see Change your billing
addresses.
NOTE
If you're switching to pay by automatic credit card payments, be sure to first pay all outstanding balances. Check your billing
statement for payment options and instructions. For more information, see Understand your invoice.
If you're not sure how much you owe, you can check your bill and billing history online. For Azure, see How to
download your Azure billing invoice and daily usage data.
Choose your "bill-to" country or region from the dropdown menu below.
Related topics
Add, update, or remove a credit card or bank account
Understand your invoice
Add, update, or remove a credit card or bank
account in Office 365 for business
7/5/2019 • 8 minutes to read • Edit Online
You must be a Global Admin or a Billing Admin to do the tasks described in this article.
Not an admin? Contact your IT administrator for help. Who has admin permissions in my business?
For Office 365 Home, or Personal, see Change the payment method or credit card linked to your Microsoft
account.
NOTE
Paying by using a bank account is not available in some countries or regions.
You must use a credit card issued from the same country as your tenant.
3. Choose the drop down arrow under Add or select a payment method, then pick New credit card or
New bank account.
4. Enter the information for the new credit card or bank account, then choose Submit.
NOTE
The new credit card or bank account will only be used for the Office 365 subscription you chose in step 2. If you
have other subscriptions that you want to use the new credit card or bank account for, follow the steps in this
article to change the credit card or bank account used to pay for each subscription.
Use the admin center (preview) to update an existing credit card or bank account
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle
located at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing > Payment methods page.
2. On the Payment methods page, pick the credit card or bank account to update.
3. To change the credit card or bank account information, choose Edit payment details.
NOTE
If another admin purchased the subscription, you won't be able to update the credit card or bank account
information for it. If the credit card is about to expire and the other administrator isn't able to update it, you can
prevent service interruption by adding a different credit card or new bank account for the subscription.
4. Update your credit card or bank account information (name on the credit card or bank account, billing
address. phone number, or expiration date) as needed, then choose Save > Done.
Use the old admin center to update an existing credit card or bank account
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
If you're using Office 365 operated by 21Vianet, go to this Subscriptions page.
2. Pick the subscription you bought with the credit card bank account that you want to update, then choose
Update payment details.
NOTE
If another admin purchased the subscription, you won't be able to update the credit card or bank account
information for it. If the credit card is about to expire and the other administrator isn't able to update it, you can
prevent service interruption by adding a different credit card or new bank account for the subscription.
3. Choose the drop down arrow under Add or select a payment method, pick the credit card or bank
account that you want to update, then choose Edit details.
4. Update your credit card or bank account information (name on the credit card or bank account, billing
address. phone number, or expiration date) as needed, then choose Submit.
5. A confirmation message should appear. If it doesn't, see Troubleshooting credit cards and bank accounts.
Use the admin center (preview) to remove a credit card or bank account
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle
located at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing > Payment methods page.
2. On the Payment methods page, pick the credit card or bank account to delete.
3. To remove the credit card or bank account, choose Delete payment method.
NOTE
You won't be able to remove a credit card or bank account if it's currently being used to pay for a subscription.
3. Choose the drop down arrow under Add or select a payment method, pick the credit card or bank
account that you want to delete, then choose Remove.
To remove the credit card or bank account, choose Back and follow the steps in this article to change the credit
card or bank account that you're using to pay for the subscription. Then try removing the credit card or bank
account again.
Change the credit card or bank account that you're using to pay for a
subscription
Use the admin center (preview) to change the credit card or bank account used to pay for a subscription
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle
located at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing > Products & services page.
2. Find the subscription that you want to pay for with the new credit card or bank account, under Billing,
next to the payment method, choose Edit.
3. Next to your existing payment method, choose Change.
4. From the drop down menu, pick an alternate payment method, or choose Credit card or debit card
Use the old admin center to change the credit card or bank account used to pay for a subscription
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
If you're using Office 365 operated by 21Vianet, go to this Subscriptions page.
2. Pick the subscription that you want to pay for with the new credit card or bank account, then choose
Update payment details.
3. Choose the drop down arrow under Add or select a payment method, then pick the credit card or
bank account that you want to use,.
4. Choose Submit. If the credit card or bank account that you want to use isn't listed yet, pick New credit
card or New bank account to add it.
I get an error message that says "The browser is Set your browser to allow third-party cookies and try again.
currently set to block cookies."
My credit card was declined. If you pay by credit card, and your credit card is declined,
you'll receive an email letting you know that we were unable
to process the payment. Double-check that the credit card
details - card number, expiration date, name on the credit
card, and address, including city, state, and ZIP code -
appear exactly as they do on the credit card and your credit
card statement. You can update your credit card information
and immediately submit the payment by using the Pay now
feature. For more information, see What if my credit card
was declined and my payment is past due?.
I need to update a credit card or bank account number. You can't change the number on an existing credit card or
bank account. If for some reason your credit card or bank
account number has changed, first delete the existing credit
card or bank account, then add a new one.
I only have one credit card or bank account on my If you only have one credit card or bank account, you'll get
account and I want to remove it. an error message when you try to remove it. To fix this,
make sure that you're using a different payment method to
pay for all of your subscriptions, then try removing the
credit card or bank account again.
I can't add my credit card or bank account. If you have trouble entering your credit card or bank
account information, you can contact support.
Related topics
Change your payment method
Change your billing addresses
Cancel your subscription
Change your payment method for Office 365 for
business
7/5/2019 • 10 minutes to read • Edit Online
TIP
Need help with the steps in this topic? We’ve got you covered. Make an appointment at your local Microsoft Store with an
Answer Desk expert to help resolve your issue. Go to the Microsoft Stores page and choose your location to schedule an
appointment.
When you buy Office 365 for business, you choose to pay by credit card or bank account, pay by invoice, or pay
by using a prepaid product key. You can switch between paying by credit card or bank account and paying by
invoice at any time during your subscription. If you paid using a prepaid product key, you can choose to switch
over to paying by credit card or bank account, or to paying by invoice after your licensing period has ended. After
you switch payment methods, your users will continue to have the same license assignments as before.
IMPORTANT
Paying by using a bank account is not available in some countries or regions.
Just want to change your credit card or bank account information? See Add, update, or remove a credit
card or bank account in Office 365 for business.
What if I have an outstanding balance?
If you're moving from invoice to credit card or bank account, your existing invoice charges won't be transferred to
your credit card or bank account, so be sure to pay any outstanding invoice balance by wire transfer. In some
regions, you can also pay your outstanding balance by check. See your invoice for more information about paying
your outstanding balance.
If you're moving from credit card or bank account to invoice, any outstanding balance will be transferred to your
next invoice.
NOTE
If you pay by credit card, and your credit card is declined, you'll receive an email letting you know that we were unable to
process the payment. You can update your credit card information and immediately submit the payment by using the Pay
now button on the Subscriptions page. For more information, see What if my credit card was declined and my payment is
past due?
When you buy Office 365 for business, you choose to pay by credit card or bank account, pay by invoice, or pay
by using a prepaid product key. You can switch between paying by credit card or bank account and paying by
invoice at any time during your subscription. If you paid using a prepaid product key, you can choose to switch
over to paying by credit card or bank account, or to paying by invoice after your licensing period has ended.
NOTE
After you switch payment methods, your users will continue to have the same license assignments as before.
Want to change your payment frequency? If you want to change how frequently you pay for your
subscription, either from annual to monthly or monthly to annual, you'll need to call Office 365 support for help.
Just want to change your credit card or bank account information? See Add, update, or remove a credit
card or bank account in Office 365 for business.
What if I have an outstanding balance?
If you're moving from invoice to credit card or bank account, your existing invoice charges won't be transferred to
your credit card or bank account, so be sure to pay any outstanding invoice balance by wire transfer. In some
regions, you can also pay your outstanding balance by check. See your invoice for more information about paying
your outstanding balance.
If you're moving from credit card or bank account to invoice, any outstanding balance will be transferred to your
next invoice.
NOTE
If you pay by credit card, and your credit card is declined, you'll receive an email letting you know that we were unable to
process the payment. You can update your credit card information and immediately submit the payment by using the Pay
now button on the Subscriptions page. For more information, see What if my credit card was declined and my payment is
past due?
When you change from paying by invoice to paying by credit card or bank account, we automatically create a new
subscription for you, move your users to the new subscription, and then disable your old subscription. Don't
worry, your users won't see a disruption in service and all of their information will be available through the new
subscription.
IMPORTANT
You cannot use the admin center (preview) to change from invoice to credit card or bank account.
When you change from paying by invoice to paying by credit card or bank account, we automatically create a new
subscription for you, move your users to the new subscription, and then disable your old subscription. Don't
worry, your users won't see a disruption in service and all of their information will be available through the new
subscription.
1. In the admin center, go to the Billing> Subscriptions page.
2. Find the subscription that you want to change. In the Payment details section, choose Change payment
details.
3. In the Change payment details pane, choose Change your payment method.
4. In the Change your payment method dialog box, choose Continue.
5. On the How does this look? page, you can optionally increase the number of users licenses that you want
for this subscription. To continue, choose Next.
6. Some subscriptions have the option to choose a monthly or annual commitment. If you see a choice to pay
by the year or by the month on the How do you want to pay? page, choose how frequently you want to
pay.
7. In the Payment method list, choose either Existing card, New credit card, or New bank account.
8. If you chose the New credit card or New bank account option in step 9, fill out the rest of your payment
information.
9. When you're done filling out the form, choose Place order.
When you return to the Subscriptions page, you will see the old subscription marked Disabled and the new one
marked Active. You can let the old subscription expire.
3. In the Change payment details pane, choose Change your payment method.
TIP
If the Change your payment method link isn't displayed, it means that switching from credit card or bank account
to invoice isn't available for the subscription because the subscription doesn't meet the minimum cost amount for
billing by invoice. The minimum cost amount required to be billed by invoice varies by geographic location.
TIP
If the Change your payment method link isn't displayed, it means that switching from credit card or bank account
to invoice isn't available for the subscription because the subscription doesn't meet the minimum cost amount for
billing by invoice. The minimum cost amount required to be billed by invoice varies by geographic location.
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle located
at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing> Products & services page.
2. Find the subscription that you want to change. In the Billing section, next to either Billed monthly or
Billed annually, choose Edit.
3. Choose the option for how often you want to be billed, then choose Change.
When you purchase Office 365 operated by 21Vianet in China, you choose either to pay by invoice, or by online
payment using Alipay or China UnionPay. You can change your payment method later by calling support and
going through the purchasing process again.
NOTE
If your subscription costs under a certain amount of money (this amount varies by service location), the invoice payment
method is not available as an option. If your subscription costs over a certain amount of money, you will have the option to
pay by invoice. A credit check may be required for larger invoice payments.
NOTE
The ability to pay by bank account isn't available in some countries or regions.
Invoice customers: On the Change payment details page, update your billing address, then choose
Submit.
NOTE
The ability to pay an invoice by check isn't available in some countries or regions.
3. Credit card and bank account customers: On the Change payment details page, choose the credit card
or bank account that you want to update, choose Edit details, update your billing address, then choose
Submit.
NOTE
The ability to pay by bank account isn't available in some countries or regions.
Invoice customers: On the Change payment details page, update your billing address, then choose
Submit.
NOTE
The ability to pay an invoice by check isn't available in some countries or regions.
1. In the admin center, go to the Billing > Subscriptions page.
2. Choose the subscription you want to change, then choose Change payment details.
3. On the Change payment details page, update your billing address, and then choose Submit.
You can Change your payment method for Office 365 operated by 21Vianet from Invoice to Online
payment using Alipay or China UnionPay, or vice versa.
3. In the Edit your service usage address pane, update your address, then choose Submit.
1. In the admin center, go to the Billing > Subscriptions page.
2. Choose the subscription you want to change, choose More actions, then choose Edit service usage
address.
3. In the Edit your service usage address pane, update your address, then choose Submit.
1. In the admin center, go to the Billing > Subscriptions page.
2. Choose the subscription you want to change, choose More actions, then choose Edit service usage
address.
3. In the Edit your service usage address pane, update your address, then choose Submit.
Change the alternate email address your billing notifications are sent
to
By default, your organization's billing notifications are sent to the Office 365 email address and the alternate
email address of every global and billing admin in your organization. Each admin can change their alternate
email address by updating their profile information.
1. Sign in to Office 365 with your work or school account as a global admin. Learn how to sign in.
2. Choose the User icon, then choose My account.
3. Choose Personal info.
4. In the Contact details box, choose Edit.
5. In the Alternate email box, type the alternate email address you want to use, then choose Save.
Find out what tax you're charged in the following regions. You can also apply for tax exempt status by providing
the proper documentation to Support.
Related topics
Apply for tax exempt status
View your bill
Understand your invoice
Apply for tax exempt status for Office 365 for
business
7/5/2019 • 2 minutes to read • Edit Online
If you qualify for tax exempt status in your country or region, please contact support to create a service request to
establish tax exempt status for your subscription. You'll have to provide the following documentation when you
submit your request:
LOCATION DOCUMENTATION
International organizations that hold tax exemption Certification/letter confirmation from relevant local tax
authorities
Related topics
What tax will I be charged?
Renew Office 365 for business
7/5/2019 • 2 minutes to read • Edit Online
This article applies to most paid Office 365 for business subscriptions.
To renew by using a product key that you bought from a retail store or Office 365 partner, see Find and enter
your product key.
NOTE
Paying by bank account isn't available in some countries or regions.
NOTE
You can only change the Recurring billing setting for active subscriptions. If your subscription has already
expired or is disabled, you will need to reactivate it before you can turn Recurring billing on or off.
When Recurring billing is turned off, the subscription isn't cancelled right away. It remains active until it
expires. You can view the expiration date in the Billing section of the subscription details on the Products &
services page.
To learn how to cancel the subscription right away, see Cancel my subscription.
You can turn off Recurring billing by switching the toggle to Off.
NOTE
You can only change the Recurring billing setting for active subscriptions. If your subscription has already
expired or is disabled, you will need to reactivate it before you can turn Recurring billing on or off.
When Recurring billing is turned off, the subscription isn't cancelled right away. It remains active until it
expires. You can view the expiration date on the subscription card
To learn how to cancel the subscription right away, see Cancel my subscription.
Related topics
Reactivate your subscription
Add, update, or remove a credit card or bank account
What happens to my data and access when mysubscription ends?
Enter your product key
Buy your trial version of Office 365 for business
Reactivate your subscription
7/5/2019 • 2 minutes to read • Edit Online
If your subscription expires, or was disabled by Microsoft, or if you cancelled it in the middle of a subscription
term, you can reactivate it in the admin center.
Not an admin? Contact your administration to reactivate your subscription.
NOTE
The ability to pay by bank account isn't available in some countries or regions.
If your subscription was cancelled, or was disabled because a payment wasn't received, it returns to an
active state, and your Next billing date stays the same.
NOTE
The ability to pay by bank account isn't available in some countries or regions.
If your subscription was cancelled, or was disabled because a payment wasn't received, it returns to an
active state, and your Next billing date stays the same.
Switch to a different Office 365 for business plan
7/5/2019 • 2 minutes to read • Edit Online
When your business changes, or you need more features, you can switch plans.
The easiest way to switch plans is to use the Switch plans button in the admin center. However, using the Switch
plans button isn't supported in all situations. In some cases, you might be able to switch plans manually.
NOTE
This article applies to the old admin center. To view the article about the admin center (preview), see Upgrade to a different
plan. The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle located at
the top of the Home page. For more information, see About Microsoft 365 admin center preview.
When you upgrade plans automatically by using the Switch plans button (or the Upgrade tab in admin center
(preview )), your services and billing are affected.
Access to services
Admins won't be able to use the admin center while the plan is being upgraded. This can take up to an hour.
Users will experience no interruption of service. They will continue to have the existing service until the upgrade is
fully completed.
Billing
The day your plan upgrade is complete, the billing on your old subscription will be turned off and the billing on
your new subscription will be turned on. You'll get a prorated credit for any unused service on the old subscription.
You'll receive a new invoice that includes the credit for your old subscription within 30 days of upgrading to the
new subscription.
NOTE
The length of time it takes to actually credit your payment account depends on the payment method that was used for the
subscription.
Upgrading from a prepaid subscription before it expires? If the total cost of your new subscription is greater
than or equal to the remaining value of your prepaid subscription, you won't lose any prepaid time. On the
checkout page, you'll see a credit for your unused time. However, if the total cost of your new subscription is less
than the remaining value of your current prepaid subscription, you'll forfeit some of your unused time. You'll be
notified before you checkout, and you can wait to upgrade until closer to your prepaid subscription's expiration
date.
Call support to help you upgrade plans
Call Microsoft Support
Back up data before switching O365 for business
plans
7/5/2019 • 2 minutes to read • Edit Online
If a user will be switched to another subscription that has fewer data-related services or a user leaves the
organization, a copy of their data that's stored in Office 365 can be downloaded before they are switched to the
new subscription.
TIP
We recommend that users go to the team site before their subscription is switched and save the URL as a favorite or
bookmark in their browser.
https://<orgDomain>/_layouts/15/start.aspx#/SitePages/Home.aspx
You can cancel your trial or paid subscription online in the admin center at any time, if you have fewer than 25
licenses assigned to users. Any prorated credit will be returned to you within the next billing cycle.
In some cases, you might have to call support to cancel your subscription:
If you have more than 25 licenses assigned to users.
For any other subscriptions (like Microsoft Dynamics 365 or Microsoft Intune, or if the Cancel
subscription option is unavailable).
4. Review the important dates, provide feedback about why you are cancelling, then choose Cancel
subscription.
Your subscription will now appear in a Disabled state, and will have reduced functionality until it is
deleted. For more information about what you can expect when a paid Office 365 for business
subscription is cancelled, see What happens to my data and access when my Office 365 for business
subscription ends?
If your subscription ends—either because it expires, or because you decide to cancel—your access to Office 365
services, applications, and customer data go through multiple states before the subscription is fully turned off, or
deprovisioned. If you are aware of this progression, you'll be better equipped to return your subscription to an
active state before it's too late, or—if you're leaving Office 365—back up your data before it is ultimately deleted.
EXPIRED DISABLED
ACTIVE (30 DAYS*) (90 DAYS*) DEPROVISIONED
Data accessible to all Data accessible to all Data accessible to admins Data deleted
only Azure Active Directory is
removed, if not in use by
other services
Users have normal access to Users have normal access to Users can't access Office Users can't access Office
Office 365, data, and Office Office 365, files, and 365, files, or applications 365, files, or applications
applications applications
Admins have normal access Admins can access the Admins can access the Admins can access the
to Office 365, data, and admin center admin center, but can't admin center to purchase
Office applications assign licenses to users and manage other
subscriptions
NOTE
What is "customer data"? Customer data, as defined in the Microsoft Online Service Terms, refers to all data, including all
text, sound, or image files that are provided to Microsoft by, or on behalf of, the customer through the customer's use of
Office 365 services. To learn more about the protection of customer data, see the Get started with the Microsoft Service
Trust Portal.
NOTE
Adding a new subscription of the same type that has been deprovisioned does not restore the data that was associated with
the deprovisioned subscription.
NOTE
The information on this page is subject to the Microsoft Policy Disclaimer and Change Notice. Return to this site periodically
to review any such changes.
Understand subscriptions and licenses in Office 365
for business
7/5/2019 • 2 minutes to read • Edit Online
This article explains the relationship between subscriptions and licenses, and provides additional information
about who can assign licenses, understanding what happens when you assign a license to someone, and how
many devices can people install Office on. It also includes links to understanding licenses for non-user mailboxes,
and Articles about managing licenses.
When you buy a subscription to Office 365 for business, you sign up for a set of applications and services that you
pay for on a monthly or annual basis.
The applications and services that you receive as part of your subscription depend on which product you
purchased.
When you buy a subscription, you specify the number of licenses that you need, based on how many people you
have in your organization.
After your purchase is complete, you create accounts for people, and then assign a license to each person.
As your organizational needs change, you can buy more licenses to accommodate new people.
When someone leaves your organization, you can remove a license from that person, and assign it to a different
person.
If you have more than one subscription, you can assign licenses to different people for each subscription.
Service admin No No No No
Password admin No No No No
SharePoint Online Edit permissions to the default SharePoint Online team site
are assigned to that person.
Skype for Business Online The person will have access to the features associated with
the license.
Office 365 ProPlus The person will be able to download Microsoft Office on up to
5 Macs or PCs, 5 tablets, and 5 smartphones.
What you need to know about buying licenses for your Office 365 for
business subscription
NOTE
If you pay for your subscription by credit card or bank account, any new licenses that you buy are available
immediately after you receive an order confirmation. If you pay by invoice, you might have to wait for a credit check
before your new licenses are available to use.
If you prepaid for your subscription with a product key, you can add more licenses by adding a credit card or bank
account to cover the additional cost of the new licenses. After you have purchased the new licenses, we add a second
subscription with the number of new licenses that you just added. For example, if you have a prepaid subscription
with 5 licenses, and then bought 10 more licenses, you will see two subscriptions listed: one with the five prepaid
licenses, and one with the 10 new licenses.
Paying by bank account is not available in some countries or regions.
You need to be either a Global admin or a Billing admin. For more information, see About Office 365
admin roles.
To buy a license and add a new user to your subscription at the same time, see Add users individually or in
bulk to Office 365 - Admin Help.
If you pay by credit card or bank account, the charge for buying new licenses will appear on your payment
method in two days.
If you pay by invoice, the charge for buying new licenses will appear on your next billing statement.
If you buy new licenses in the middle of your billing period, your first billing statement might have a partial
charge. The remaining amount will be included on your next billing statement.
Related topics
Cancel your subscription
Assign licenses to users in Office 365 for business
7/5/2019 • 5 minutes to read • Edit Online
Related topics
Cancel your subscription
Remove licenses from users in Office 365 for
business
7/5/2019 • 3 minutes to read • Edit Online
Related Topics
Cancel your subscription
Remove licenses from your Office 365 for business
subscription
7/5/2019 • 3 minutes to read • Edit Online
You can't remove a license from a subscription if it's assigned to a user. If you want to remove a license that is
currently assigned to someone, you'll need to remove the license from the user before you can remove the
license from the subscription.
Use the admin center (preview) to remove licenses from your subscription
The preview is available to all Microsoft 365 admins, you can opt in by selecting Try the preview toggle located
at the top of the Home page. For more information, see About Microsoft 365 admin center preview.
1. In the admin center, go to the Billing > Products & services page.
2. On the Products & services page, find the subscription from which you want to remove licenses, then
choose Add/Remove licenses.
What if I don't see the Add/Remove licenses link?
3. In the Total licenses box, enter the total number of licenses that you need for this subscription, and then
choose Submit change. For example, if you have 110 licenses and you want to remove 5 of them, enter
105.
Use the old admin center to remove licenses from your subscription
1. In the admin center, go to the Billing > Subscriptions page.
If you're using Office 365 Germany, go to this Subscriptions page.
If you're using Office 365 operated by 21Vianet, go to this Subscriptions page.
2. On the Subscriptions page, choose the subscription from which you want to remove licenses, then
choose Add/Remove licenses.
What if I don't see the Add/Remove licenses link?
3. In the Total licenses box, enter the total number of licenses that you need for this subscription and then
choose Submit. For example, if you have 110 licenses and you want to remove 5 of them, enter 105.
What you need to know about removing licenses from users in Office
365 for business
You need to be either a Global admin or a User management admin. For more information, see About
Office 365 admin roles.
Use these steps to add a license to an existing user account. Learn how to add a user account and assign a
license at the same time.
Related links
Cancel your subscription
Resolve license conflicts in Office 365 for business
7/5/2019 • 2 minutes to read • Edit Online
We recommend that you buy the licenses that you need for your subscription before you create new users. That
way, a license can be assigned to new users as user accounts are created. If you have already assigned all of your
licenses to users, but some of the licenses have expired, or you try to remove a license that is already assigned to a
user, you will have license conflicts. For more information, see Remove licenses from your subscription.
NOTE
You won't see the Status column if there are no conflicts.
Related topics
Assign licenses to users
Remove licenses from users
Use these resources to get started using your own domain for email, websites, and accounts in Office 365.
Find and fix issues after adding your domain or DNS records
Remove a domain
Featured Articles
Understand domains
What is a domain?
Intro to domains and DNS
Learn about your initial onmicrosoft domain
How adding a domain or changing DNS records affects current email
How DNS management works in Office 365
Read the Office 365 service description for domains
Get started
Verify your domain (prove you own the domain)
Gather the information you need to create DNS records
Find your domain's registrar
Buy a domain name
Set up a pilot with your custom domain for a few people in your company
Quickly add a GoDaddy domain to Office 365
Get step-by-step help to add the required DNS records for Office 365 services
How to prepare a non-routable domain for directory synchronization
Domains FAQ
Make changes
Find and fix issues after changing your domain name or DNS records
Add or edit custom DNS records in Office 365
Add custom subdomains or multiple domains in Office 365
Change how Office 365 manages DNS for your domain
Remove a domain
Office 365 integration with on-premises environments
More questions? Call support or open a support ticket
More videos
Set up a GoDaddy domain in Office 365
What is a domain?
7/5/2019 • 2 minutes to read • Edit Online
Check the Domains FAQ if you don't find what you're looking for.
A domain is a unique name that appears after the @ sign in email addresses, and after www. in web addresses. It
typically takes the form of your organization's name and a standard Internet suffix, such as yourbusiness.com or
stateuniversity.edu .
Using a custom domain like " *[email protected]* " with Office 365 can help build credibility and recognition for
your brand.
TIP
Not sure where your domain is registered? - Get help finding your domain registrar
Feeling stuck?
Call Office 365 Support - Get help setting up a domain with Office 365
Buy a domain name in Office 365
7/5/2019 • 2 minutes to read • Edit Online
To Add, modify or remove domains you must be a Global Administrator of a business or enterprise plan.
These changes affect the whole tenant, Customized administrators or regular users won't be able to make these
changes.
Check the Domains FAQ if you don't find what you're looking for.
Sign in and click Settings > Domains > Buy a domain
1. Sign in to Office 365 with your work or school account.
2. On the Admin page, on the left, choose Setup, and then Domains.
3. On the Domains page, choose Buy domain.
You can choose from the following top level domains for your domain.
.biz
.com
.info
.me
.mobi
.net
.org
.tv
.co.uk
org.uk
NOTE
When you click Buy domain, you may be redirected to your Microsoft partner's website if the tenant is
purchased/managed through a Microsoft partner.
Domain Privacy
We offer a free Domain Privacy Subscription with the purchase of a domain. This keeps your contact
information attached to the registration of your domain with ICANN private. Learn more.
Buy a domain from another domain registrar
If you want to buy a domain from a domain registrar other than GoDaddy, we recommend you use one below
that supports automatic setup (Domain Connect).
1&1 IONOS
WordPress
Transfer your domain to a different domain registrar
If your domain is managed by a provider that doesn't support all the necessary DNS records, you can transfer it
to a different registrar. When you transfer the domain, you change who you send payments to in order to renew
and keep your domain name.
Request the transfer at the registrar that you want to move your domain to. Look on their website for an option
such as Transfer DNS. Be aware that after they make the changes, it can take a few days update across the
Internet.
Some domain registrars or DNS hosting providers do not allow creating all the DNS records required by Office
365. The following list of hosting providers supports all the needed records. If you're thinking of using a
different hosting provider, Service limitations when your hosting provider does not support SRV, CNAME, TXT,
or redirection.
After you register your domain (at a domain registrar), you sign in to Office 365 as an admin and set up your
domain so you can use it with your email address and other services..
NOTE
The SharePoint Online Public Website information in this article only applies if your organization purchased Office 365
prior to March 9, 2015.
Domain registrars that support all DNS records required for Office
365
Oray
HiChina
east.net
BIZCN
Find your domain registrar for Office 365
7/5/2019 • 2 minutes to read • Edit Online
Check the Domains FAQ if you don't find what you're looking for.
Domain registrar
Find your domain name registrar
NOTE
Only domains ending in .COM, .NET, and .EDU work with this tool.
1. On the InterNIC search page, in the Whois Search box, type your domain. For example, contoso.com.
2. Select the Domain option, and then click Submit.
3. On the Whois Search Results page, locate the Registrar entry. This entry lists the organization that
provides registrar service for your domain.
NOTE
Only domains ending in .COM, .NET, and .EDU work with this tool.
1. On the InterNIC search page, in the Whois Search box, type your domain. For example, contoso.com.
2. Select the Domain option, and then click Submit.
3. On the Whois Search Results page, locate the first Name Server entry.
4. Copy the name server (NS ) information that appears after the colon (:), and then paste it into the Search
box at the top of the page. Select Nameserver, and then click Submit.
5. On the Whois Search Results page, locate the Registrar entry. This entry lists your DNS hosting provider,
the DNS provider who owns the name server for your domain.
DNS basics
7/5/2019 • 11 minutes to read • Edit Online
Check the Domains FAQ if you don't find what you're looking for.
Domain names, like contoso.com, are managed by using a worldwide system of domain registrars and databases.
The Domain Name System (DNS ) provides a mapping between human-readable computer hostnames and the IP
addresses used by networking equipment. An understanding of DNS and domain registrar basics can help you
manage domains in Office 365.
Domain names, like contoso.com, are managed by using a worldwide system of domain registrars and databases.
The Domain Name System (DNS ) provides a mapping between human-readable computer hostnames and the IP
addresses used by networking equipment. An understanding of DNS and domain registrar basics can help you
manage domains in Office 365.
Domain names, like contoso.com, are managed by using a worldwide system of domain registrars and databases.
The Domain Name System (DNS ) provides a mapping between human-readable computer hostnames and the IP
addresses used by networking equipment. An understanding of DNS and domain registrar basics will help admins
manage domains in Office 365 operated by 21Vianet.
CNAME (alias or canonical) record Redirects one domain to another in the DNS system. When a
name server looks up a domain and finds that it has a CNAME
record, the server replaces the first domain name with the
CNAME, and then looks up the new name.
MX (mail exchanger) record Points to where your email should be sent. It also has a
priority field so that you can send mail to different servers in a
priority order.
SPF (sender policy framework) record A TXT record that helps prevent email spoofing and phishing.
SRV (service) record Used by Skype for Business Online and Exchange Online to
coordinate the flow of information between Office 365
services. For example, the SRV records are required to see
presence in Outlook Web App, and to use Skype for Business
Online, Skype, or other instant messaging tools with people in
other companies.
TTL (time-to-live) The amount of time that a nameserver keeps a DNS record
before the server looks for an updated version.
NOTE
If you set up your domain in Office 365 so that Office 365 sets up and manages your DNS records for you, then as part of
setup, you'll Change DNS management to Office 365.
NOTE
If you just want to download and use Office 365 apps, like Outlook or Word, you don't need to add a domain: Install Office
on your PC or Mac.
You can use your domain name in Office 365 with your email, public website, and instant messaging address.
Email: Your domain name lets you customize your email, so you can use a shorter, easier-to-remember
address than the initial onmicrosoft.com email address that comes with your account. So instead of
[email protected], the email address (which is also the work account that you use to sign in to
Office 365) could be [email protected].
Website: If you have an Office 365 subscription that includes a SharePoint Online Public Website (no
longer available for purchase), your public website comes with an initial address like this: contoso-
public.sharepoint.com. If you set up your website for your business, you can use a custom domain name to
rename the website address to something like www.contoso.com.
Instant messaging: Your Skype for Business Online address can also be customized to use your domain
name, so people in your organization can connect with each other on Skype for Business Online by using a
shorter, easier-to-remember address (like [email protected]).
NOTE
If you just want to download and use Office 365 apps, like Outlook or Word, you don't need to add a domain: Install Office
on your PC or Mac.
You can use your domain name in Office 365 with your email, public website, and instant messaging address.
Email: Your domain name lets you customize your email, so you can use a shorter, easier-to-remember
address than the initial onmicrosoft.com email address that comes with your account. So instead of
[email protected], the email address (which is also the work account that you use to sign in to
Office 365) could be [email protected].
Website: If you have an Office 365 subscription that includes a SharePoint Online Public Website (no
longer available for purchase), your public website comes with an initial address like this: contoso-
public.sharepoint.com. If you set up your website for your business, you can use a custom domain name to
rename the website address to something like www.contoso.com.
Instant messaging: Your Skype for Business Online address can also be customized to use your domain
name, so people in your organization can connect with each other on Skype for Business Online by using a
shorter, easier-to-remember address (like [email protected]).
Check the Domains FAQ if you don't find what you're looking for.
Step 1: Find the TXT record value and verify
1. In the Admin center, go to the Domains page, or choose Setup > Domains.
If you're using Office 365 Germany, go to this Domains page.
If you're using Office 365 operated by 21Vianet, go to this Domains page.
2. On the Domains page, choose your domain, then choose Start setup. You'll go back to the domains setup
wizard to see the specific value you need to add.
3. On the Verify domain page, choose Add a TXT record instead, then choose Next.
4. Copy the TXT value shown. It looks like this: MS=msXXXXXXXX.
5. Go to Create DNS records at any DNS hosting provider, and select your DNS host from the list of
registrars to see the step-by-step instructions.
6. Follow the steps for creating the TXT record (or MX record) at your DNS host, then verify the domain back
in Office 365.
7. Remove the TXT record (or MX record) from your DNS host once the domain is verified in Office 365.
Step 2: Find the MX record value for email and more
1. In the Admin center, go to the Domains page, or choose Setup > Domains.
If you're using Office 365 Germany, go to this Domains page.
If you're using Office 365 operated by 21Vianet, go to this Domains page.
2. On the Domains page, choose your domain.
3. Under Required DNS settings, you'll see the DNS records to add.
You'll want to keep this information available while you make changes at your DNS host, so you can copy
and paste the values.
The groups of DNS records that are listed on the page depend on your choices listed under Domain
purpose.
4. Go to Create DNS records at any DNS hosting provider, and then select your DNS host from the list of
registrars to see step-by-step instructions for adding records at that DNS host's website.
5. Follow the steps for creating the records at your DNS host.
Find and fix issues after adding your domain or DNS
records in Office 365
7/5/2019 • 3 minutes to read • Edit Online
Check the Domains FAQ if you don't find what you're looking for.
Getting your domain set up to work with Office 365 can be challenging. The DNS system is nitpicky to work with,
and the DNS setup for your domain affects important business activities, like email!
Everyone's email got switched to Office 365 and you only wanted
YOUR email to switch?
When you add your domain to Office 365, typically your domain's MX record is updated (by you or Office 365)
to point to Office 365, and ALL email sent to that domain will start coming to Office 365. Make sure you've
created mailboxes in Office 365 for everyone who has email on your domain BEFORE you change the MX
record.
What if you don't want to move email for everyone on your domain to Office 365? You can take steps to pilot
Office 365 with just a few email addresses instead.
TIP
Got your DNS set up correctly, but mail doesn't work in Outlook on your desktop? Check out the different mail flow
scenarios you can have with Office 365 to make sure you've got things set up correctly for your business. Or get more
troubleshooting help with email here: Fix Outlook problems.
Check the Domains FAQ if you don't find what you're looking for.
Domain Connect enabled registrars let you add your domain to Office 365 in a three-step process that takes
minutes.
In the wizard, we'll just confirm that you own the domain, and then automatically set up your domain's records, so
email comes to Office 365 and other Office 365 services, like Skype for Business, work with your domain.
NOTE
Make sure you disable any popup blockers in your browser before you start the setup wizard.
To start using a custom domain (contoso.com) with Office 365, you need to verify your domain and configure your
domain's DNS records.
You can add and manage DNS records using the administrative tools at your domain host, or give Office 365
control of your domain records and we'll set them up for you.
Click your domain host below for the exact steps. If you're not sure who your host is, see Find your domain
registrar.
1&1 IONOS
Bluehost
Google Domains
Hostgator
MyDomain
Namecheap
Network Solutions
Or, learn how to change nameservers to set up Office 365 with any domain registrar.
Bluehost Namecheap
Cloudflare Names.co.uk
Crazy Domains Netregistry
Dreamhost OVH
Dyn.com Register.com
GoDaddy Wix
Hostgator
Check the Domains FAQ if you don't find what you're looking for.
Check Set up your domain (host-specific instructions) first to see if we have instructions for your registrar.
Follow these instructions to add and set up your domain in Office 365 so your services like email and Skype for
Business Online will use your own domain name. To do this, you'll verify your domain, and then change your
domain's nameservers to Office 365 so the correct DNS records can be set up for you. Follow these steps if the
following statements describe your situation:
You have your own domain and want to set it up to work with Office 365.
You want Office 365 to manage your DNS records for you. (If you prefer, you can manage your own DNS
records.)
Before you use your domain with Office 365, we have to make sure that you own it. Your ability to log in to your
account at your domain registrar and create the DNS record proves to Office 365 that you own the domain.
NOTE
This record is used only to verify that you own your domain; it doesn't affect anything else. You can delete it later, if you like.
Find the area on your DNS hosting provider's website where you can create a new record
1. Sign in to your DNS hosting provider's website.
2. Choose your domain.
3. Find the page where you can edit DNS records for your domain.
Create the record
Depending on whether you are creating a TXT record or an MX record, do one of the following:
If you create a TXT record, use these values:
MX Type either @ or your MS=ms XXXXXXXX > For Priority, to avoid Set this value to 1
domain name. [!NOTE]> This is an conflicts with the MX hour or to the
example. Use your record used for mail equivalent in minutes
specific Destination flow, use a lower ( 60 ), seconds ( 3600
or Points to Address priority than the ), etc.
value here, from the priority for any
table in Office 365. existing MX records.
How do I find this? For more information
about priority, see
What is MX priority?
TIP
You should use at least two nameserver records. If there are any other nameservers listed, you can either delete them, or
change them to ns3.bdm.microsoftonline.com and ns4.bdm.microsoftonline.com.
TIP
You should use at least two nameserver records. If there are any other nameservers listed, you can either delete them, or
change them to ns3.dns.partner.microsoftonline.cn and ns4.dns.partner.microsoftonline.cn.
When you change your domain's NS records to point to the Office 365 operated by 21Vianet nameservers, all the
services that are currently associated with your domain are affected. If you skipped any steps of the wizard, such as
adding email addresses, or if you're using your domain for blogs, shopping carts, or other services, there are
additional steps that are required. Otherwise this change could result in service downtime, such as lack of email
access or your current website being inaccessible.
For example, here are some additional steps that might be required for email and website hosting:
Move all email addresses that use your domain to Office 365 before you change your NS records.
Want to add a domain that's currently used with a website address, like www.fourthcoffee.com? You can
take below steps while you add the domain to keep its website hosted where the site is hosted now so
people can still get to the website after you change the domain's NS records to point to Office 365.
1.Sign in to Office 365 with your work or school account.
2.Choose Setup > Domains.
3.On the Domains page, select a domain.
4.Under DNS settings, choose Custom Records, and then choose New custom record.
5.Choose the type of DNS record you want to add, and type the information for the new record.
Choose Save.
NOTE
Your nameserver record updates may take up to several hours to update across the Internet's DNS system. Then your Office
365 email and other services will be all set to work with your domain.
Create DNS records at any DNS hosting provider for
Office 365
7/5/2019 • 21 minutes to read • Edit Online
Check the Domains FAQ if you don't find what you're looking for.
Check our list of host-specific instructions to find your host and follow the steps to add all the records you need.
If you don't know the DNS hosting provider or domain registrar for your domain, see Find your domain registrar
or DNS hosting provider.
To set up the records yourself, these are the records to add. Note that your verification record and MX record are
unique to your domain. To set them up, you'll need to get and use a specific "token" value for your domain. The
steps below explain how to do that.
IMPORTANT
The exact name of the boxes or fields you type or paste the information into, to create each type of DNS record, are
different for each DNS host. Your DNS host may have Help on their website to assist you in mapping the instructions we
show here to the exact fields on their website. Remember to check to see if we have step-by-step instructions for your DNS
host in Create DNS records for Office 365. > Some DNS hosts don't let you create all of the required record types, which
causes service limitations in Office 365. If your domain's host doesn't support SRV, TXT, or CNAME records, for example, we
recommend that you transfer your domain to a DNS host that does support all required records. For a fast, automated
process setting up with Office 365, we recommend that you transfer your domain to GoDaddy.
NOTE
Typically it takes just a few minutes for DNS changes to take effect. However, it can occasionally take longer for a change
you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after
adding DNS records, see Find and fix issues after changing your domain name or DNS records.
Before you use your domain with Office 365, we have to make sure that you own it. Your ability to log in to your
account at your domain registrar and create the DNS record proves to Office 365 that you own the domain.
NOTE
This record is used only to verify that you own your domain; it doesn't affect anything else. You can delete it later, if you
like.
Find the area on your DNS hosting provider's website where you can create a new record.
1. Sign in to your DNS hosting provider's website.
2. Choose your domain.
3. Find the page where you can edit DNS records for your domain.
Create the record.
1. Depending on whether you are creating a TXT record or an MX record, do one of the following:
If you create a TXT record, use these values:
TXT Do one of the following: MS=ms XXXXXXXX Set this value to 1 hour or
Type @ or leave the field Note: This is an example. to the equivalent in minutes
empty or type your domain Use your specific ( 60 ), seconds ( 3600 ), etc.
name. Destination or Points to
Note: Different DNS hosts Address value here, from
have different requirements the table in Office 365.
for this field. How do I find this?
MX Type either @ or your MS=ms XXXXXXXX For Priority, to avoid Set this value to 1
domain name. **Note:**This is an conflicts with the MX hour or to the
example. Use your record used for mail equivalent in minutes
specific Destination flow, use a lower ( 60 ), seconds ( 3600
or Points to priority than the ), etc.
Address value here, priority for any
from the table in existing MX records.
Office 365. For more information
How do I find this? about priority, see
What is MX priority?
NOTE
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc. > These records do not apply
to Exchange, Lync, or Skype for Business hybrid deployments.
NOTE
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc. > These records do not apply
to Exchange, Lync, or Skype for Business hybrid deployments.
NOTE
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc. > These records do not apply
to Exchange, Lync, or Skype for Business hybrid deployments.
Add two CNAME records for Mobile Device Management (MDM) for
Office 365
IMPORTANT
If you have Mobile Device Management (MDM) for Office 365, then you must create two additional CNAME records.
Follow the procedure that you used for the other four CNAME records, but supply the values from the following table. > (If
you do not have MDM, you can skip this step.)
Record Type Host Points to TTL
IMPORTANT
If you have Mobile Device Management (MDM) for Office 365, then you must create two additional CNAME records.
Follow the procedure that you used for the other four CNAME records, but supply the values from the following table. > (If
you do not have MDM, you can skip this step.)
On your DNS host's website, edit the existing SPF record or create a new TXT record for SPF.
IMPORTANT
SPF is designed to help prevent spoofing, but there are spoofing techniques that SPF cannot protect against. To protect
against these, once you have set up SPF, you should also configure DKIM and DMARC for Office 365. To get started, see
Use DKIM to validate outbound email sent from your domain in Office 365. Next, see Use DMARC to validate email in
Office 365.
1. In the boxes for the new record, type or copy and paste the set of values below that apply to your situation.
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc.
2. When you've finished, save the record.
3. To validate your SPF record, use one of these SPF validation tools
IMPORTANT
You cannot have more than one TXT record for SPF for a domain. If your domain has more than one SPF record, you'll get
email errors, as well as delivery and spam classification issues. If you already have an SPF record for your domain, don't
create a new one for Office 365. Instead, add the required Office 365 values to the current record so that you have a single
SPF record that includes both sets of values.
On your DNS host's website, edit the existing SPF record or create a new TXT record for SPF.
IMPORTANT
SPF is designed to help prevent spoofing, but there are spoofing techniques that SPF cannot protect against. To protect
against these, once you have set up SPF, you should also configure DKIM and DMARC for Office 365. To get started, see
Use DKIM to validate outbound email sent from your domain in Office 365. Next, see Use DMARC to validate email in
Office 365.
1. In the boxes for the new record, type or copy and paste the set of values below that apply to your situation.
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc.
2. When you've finished, save the record.
3. To validate your SPF record, use one of these SPF validation tools
IMPORTANT
You cannot have more than one TXT record for SPF for a domain. If your domain has more than one SPF record, you'll get
email errors, as well as delivery and spam classification issues. If you already have an SPF record for your domain, don't
create a new one for Office 365. Instead, add the required Office 365 values to the current record so that you have a single
SPF record that includes both sets of values.
On your DNS host's website, edit the existing SPF record or create a new TXT record for SPF.
IMPORTANT
SPF is designed to help prevent spoofing, but there are spoofing techniques that SPF cannot protect against. To protect
against these, once you have set up SPF, you should also configure DKIM and DMARC for Office 365. To get started, see
Use DKIM to validate outbound email sent from your domain in Office 365. Next, see Use DMARC to validate email in
Office 365.
1. In the boxes for the new record, type or copy and paste the set of values below that apply to your situation.
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc.
2. When you've finished, save the record.
3. To validate your SPF record, use one of these SPF validation tools
NOTE
For Name: If your DNS host doesn't allow setting this to @, leave it blank. Use this approach only when your DNS host has
separate fields for the Service and Protocol values. Otherwise, see the Service and Protocol notes below.
For Service and Protocol: If your DNS host doesn't provide these fields for SRV records, you must specify
the Service and Protocol values as the record's Name value. (Note: Depending on your DNS host, the
Name field might be called something else, like: Host, Hostname, or Subdomain.) To set up the combined
value, you create a single string, separating the values with a dot. For example: Name: _sip._tls
For Priority, Weight, and Port: If your DNS host doesn't provide these fields for SRV records, you must
specify them as the record's Target value. (Note: Depending on your DNS host, the Target field might be
called something else, like: Content, IP Address, or Target Host.) To set up the combined value, you create a
single string, separating the values with spaces and ending with a dot. The values must be included in this
order: Priority, Weight, Port, Target. For example: Target: 100 1 443 sipdir.online.lync.com.
Variation for Priority, Weight, and Port: Some DNS hosts provide some, but not all, of the required fields
separately. For these DNS host sites, specify the values that aren't shown separately as a combined string, in
order, for the record's Target value. (Note: Depending on your DNS host, the Target field might be called
something else, like: Content, IP Address, or Target Host.) To set up the combined value, you create a
single string for the fields that aren't shown individually, separating the values with spaces. The values must
be included in order , leaving out the values that have separate fields available: Priority, Weight, Port, Target.
For example, when Priority has a separate field, concatenate only the Weight, Port, and Target values: Target:
1 443 sipdir.online.lync.com
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc.
NOTE
Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change
you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after
adding DNS records, see Troubleshoot issues after changing your domain name or DNS records.
On your DNS host's website, you'll create two new SRV records, typically one at a time. That is, after you add the
first SRV record at the website, choose to create another SRV record.
1. In the boxes for each new record, type or copy and paste the following values. (See the notes below for
creating SRV records when your DNS host doesn't have all of these as separate fields.)
Record Name Target Protocol Service Priority Weight Port TTL
Type
NOTE
For Name: If your DNS host doesn't allow setting this to @, leave it blank. Use this approach only when your DNS host has
separate fields for the Service and Protocol values. Otherwise, see the Service and Protocol notes below.
For Service and Protocol: If your DNS host doesn't provide these fields for SRV records, you must specify
the Service and Protocol values as the record's Name value. (Note: Depending on your DNS host, the
Name field might be called something else, like: Host, Hostname, or Subdomain.) To set up the combined
value, you create a single string, separating the values with a dot. > For example: Name: _sip._tls
For Priority, Weight, and Port: If your DNS host doesn't provide these fields for SRV records, you must
specify them as the record's Target value. (Note: Depending on your DNS host, the Target field might be
called something else, like: Content, IP Address, or Target Host.) To set up the combined value, you create a
single string, separating the values with spaces and ending with a dot. The values must be included in this
order: Priority, Weight, Port, Target. > For example: Target: 100 1 443 sipdir.online.lync.de.
Variation for Priority, Weight, and Port: Some DNS hosts provide some, but not all, of the required fields
separately. For these DNS host sites, specify the values that aren't shown separately as a combined string, in
order, for the record's Target value. (Note: Depending on your DNS host, the Target field might be called
something else, like: Content, IP Address, or Target Host.) To set up the combined value, you create a
single string for the fields that aren't shown individually, separating the values with spaces. The values must
be included in order , leaving out the values that have separate fields available: Priority, Weight, Port, Target.
> For example, when Priority has a separate field, concatenate only the Weight, Port, and Target values:
Target: 1 443 sipdir.online.lync.de
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc.
NOTE
Typically it takes about 15 minutes for DNS changes to take effect. However, it can occasionally take longer for a change
you've made to update across the Internet's DNS system. If you're having trouble with mail flow or other issues after
adding DNS records, see Troubleshoot issues after changing your domain name or DNS records.
On your DNS host's website, you'll create two new SRV records, typically one at a time. That is, after you add the
first SRV record at the website, choose to create another SRV record.
1. In the boxes for each new record, type or copy and paste the following values. (See the notes below for
creating SRV records when your DNS host doesn't have all of these as separate fields.)
NOTE
For Name: If your DNS host doesn't allow setting this to @, leave it blank. Use this approach only when your DNS host has
separate fields for the Service and Protocol values. Otherwise, see the Service and Protocol notes below.
For Service and Protocol: If your DNS host doesn't provide these fields for SRV records, you must specify
the Service and Protocol values as the record's Name value. (Note: Depending on your DNS host, the
Name field might be called something else, like: Host, Hostname, or Subdomain.) To set up the combined
value, you create a single string, separating the values with a dot. > For example: Name: _sip._tls
For Priority, Weight, and Port: If your DNS host doesn't provide these fields for SRV records, you must
specify them as the record's Target value. (Note: Depending on your DNS host, the Target field might be
called something else, like: Content, IP Address, or Target Host.) To set up the combined value, you create a
single string, separating the values with spaces and ending with a dot. The values must be included in this
order: Priority, Weight, Port, Target. > For example: Target: 100 1 443 sipdir.online.partner.lync.cn.
Variation for Priority, Weight, and Port: Some DNS hosts provide some, but not all, of the required fields
separately. For these DNS host sites, specify the values that aren't shown separately as a combined string, in
order, for the record's Target value. (Note: Depending on your DNS host, the Target field might be called
something else, like: Content, IP Address, or Target Host.) To set up the combined value, you create a
single string for the fields that aren't shown individually, separating the values with spaces. The values must
be included in order , leaving out the values that have separate fields available: Priority, Weight, Port, Target.
> For example, when Priority has a separate field, concatenate only the Weight, Port, and Target values:
Target: 1 443 sipdir.online.partner.lync.cn
For TTL: Set this value to 1 hour or to the equivalent in minutes ( 60 ), seconds ( 3600 ), etc.
Contributors:
Check the Domains FAQ if you don't find what you're looking for.
Are you removing your domain because you want to add it to a different Office 365 subscription plan? Or do you
just want to cancel your subscription? You can change your plan or subscription or cancel your subscription.
Step 1: Move users to another domain
Go to the Microsoft 365 admin center.
Go to the Office 365 admin center.
Go to the Office 365 admin center.
2. Choose Users > Active Users.
3. Select the boxes next to the names of the users who you want to move.
4. In the Bulk actions pane, choose Edit domains.
5. In the Edit domains pane, choose a different domain.
6. Choose Set as primary, then choose Save.
7. You'll need to do this for yourself, too, if you're on the domain that you want to remove. When you edit the
domain for your account, you'll have to log out and log back in using the new domain you chose to
continue.
For example, if you're logged in as *[email protected]* :
8. Go to Users > Active Users, select your account from the list, and then choose Edit in the Username row
in the left pane.
9. Choosea different domain: contoso.com
10. Choose Set as primary, choose Save, and then Close.
11. At the top, choose your account name, then choose Sign Out.
12. Sign in with the new domain and your same password: *[email protected]*
You can also use PowerShell to move users to another domain. See Set-MsolUserPrincipalName for more
information. To set the default domain, use Set-MsolDomain.
Step 2: Move groups to another domain
Go to the Microsoft 365 admin center.
Go to the Office 365 admin center.
Go to the Office 365 admin center.
2. Choose Groups > Groups.
3. Select the box for any group or distribution list associated with the domain that you want to remove.
4. In the right pane, next to the group name, choose Edit.
5. Under Group Id, use the drop-down to choose another domain.
6. Choose Save, then Close. Repeat this process for any groups or distribution lists associated with the
domain that you want to remove.
Step 3: Remove the old domain
Go to the Microsoft 365 admin center.
Go to the Office 365 admin center.
Go to the Office 365 admin center.
2. Choose Setup > Domains.
3. On the Domains page, choose the domain that you want to remove.
4. In the right pane, choose Remove.
5. Follow any additional prompts, and then choose Close.
Still not working? Your domain might need to be manually removed. Give us a call and we'll help you take care of
it!
Transfer data manually between two Office 365
accounts
7/5/2019 • 5 minutes to read • Edit Online
Prepare to roll up your sleeves and block out a chunk of time on your calendar: transferring data between two
Office 365 accounts is a manual, complicated, and time-consuming process. This is not an automated or supported
process. We'll get you started.
Cau t i on
There will be down time during the process where email, Skype for Business and a public website hosted on Office
365 won't work. Users will get new user names and passwords, and they'll need to reset up Outlook.
Only transfer data manually using the instructions in this topic if one of the following applies:
You need to change to a plan in a different service family.
Your company name changed, and you decided to create a new subscription and migrate your data because
you want to use different initial domain names.
You need to combine multiple subscriptions into one new one.
IMPORTANT
If you need to change your subscription plan and can use the Switch plans wizard, or if you need to transfer to a new
subscription plan in the same subscription family even when the Switch plans wizard doesn't work, you don't need to
manually transfer your data, and there is no down time.
TASKS STEPS
Purchase the plan you want to move to. When you sign up, you specify the company name to use in
the initial domain names: yourcompany .onmicrosoft.com,
yourcompany -public.sharepoint.com, and yourcompany
.sharepoint.com. You need to use a different yourcompany
name than you did for any existing subscriptions.
> [!NOTE]> It typically takes a minimum of several months
after cancelling a subscription to release the initial domain
names that use yourcompany from our systems. Even if you
plan to save all your data from your old Office 365
subscription, and cancel that subscription, the old
yourcompany value is not immediately available for use in a
new subscription.
Remove your custom domain from your old Office 365 Follow the required steps before you remove a domain to
subscription. remove the domain name from user email addresses and
remove DNS records for email and Lync for the custom
domain. If you host your public website on Office 365, you'll
also need to remove the CNAME record that points to it.
> [!IMPORTANT]> After you remove the MX record that
routes email to this custom domain, email will stop working
until you have added the domain to your new account, set up
the new MX record, and set up your users. When you remove
the DNS records for Lync, Lync will stop working. And after
you remove the CNAME record that points to your public
website, it will not be available. Remove the domain .
TASKS STEPS
Set up your custom domain for your new subscription, and set Set up your new subscription, including creating the required
up your users. DNS records for your custom domain.
Create your users, with email addresses on your custom
domain.
Transfer data from your old subscription to your new Sign in to both accounts in separate browser windows:
subscription. Right-click the Internet Explorer icon, and open two InPrivate
browser windows. You can use different credentials in the two
windows to sign in on both accounts.
Transfer administrative settings between subscriptions
Transfer team site structure and data
Transfer a public website between subscriptions
Transfer administrative settings between subscriptions
Cancel the subscription for the plan you're done with by Verify that your new subscription is working and all data has
calling Microsoft Support for Office 365. been transferred.
Go to Admin > Support > Ask for customer support >
Call billing and subscription support and select your
country or region to find the phone number.
Cancel your old subscription.
LOCATION PURPOSE
Admin > Office 365 > Service settings Click each tab for settings for mail, sites, Lync, user software,
passwords, community, rights management, and mobile.
Admin > Skype for Business Additional Skype for Business settings
LOCATION PURPOSE
To save a document library or list content from a SharePoint Online environment to file shares or to a local
computer, see Manual migration of SharePoint Online content.
NOTE
The Public site migration app can't transfer data to a different subscription.
With Office 365 Groups, you can give a group of people access to a collection of collaboration resources for those
people to share. These resources include:
A shared Outlook inbox
A shared calendar
A SharePoint document library
A Planner
Power BI
Yammer (if the group was created from Yammer)
A Team (if the group was created from Teams)
Roadmap (if you have Project for the web )
With an Office 365 group, you don’t have to manually assign permissions to each of these resources, because
adding members to the group automatically gives them the permissions they need to the tools that the group
provides.
Any Office 365 user can create a group unless you limit group creation to a specific set of people. Note that if you
limit group creation, users who cannot create groups will not be able to create SharePoint sites, Planners, or teams.
These services need to be able to create a group using the user context. Users can still participate in group
activities, such as creating tasks in Planner or responding to conversations in Outlook, provided they are a member
of the group.
Groups have the following roles:
Owners - Group owners can add or remove members and have unique permissions like the ability to delete
conversations from the shared inbox or change different settings about the group. Group owners can rename
the group, update the description or picture and more.
Members - Members can access everything in the group, but can't change group settings.
Guests - Group guests are members who are from outside your organization. By default group members can
invite guests to join your group, though you can control that setting.
People in the following Office 365 admin roles can create and manage groups in the admin center: global admin,
Exchange admin, user management admin. You can't be a delegated admin (for example, a consultant who is an
admin on behalf of).
As an administrator, you can:
Specify who can create groups
Create a naming policy for groups in your organization
Choose which domain to use when creating a group
Manage guest access to groups
Recover a deleted group (within 30 days of deletion)
If you prefer a more automated way to manage the lifecycle of your Office 365 Groups you can use expiration
policies to expire groups at a specific time interval. The group's owners will get an email 30, 15 and 1 day before
the group expiration that allows them to easily renew the group if it's still needed. See: Office 365 Group Expiration
Policy.
You can administer your groups from the Microsoft 365 Admin Center or by using PowerShell.
If you have a lot of users, such as in a large corporation or enterprise, you may have many users who create groups
for various purposes. We highly recommend that you review Plan for governance in Office 365 Groups for best
practices.
Group limits
The following limits apply to Office 365 Groups:
MAXIMUM... VALUE
Number of members More than 1,000, though only 1,000 can access the Group
conversations concurrently.
Users might notice delays when accessing the calendar and
conversations in very large groups in Outlook.
The default maximum number of Office 365 Groups that an Office 365 organization can have is currently 500,000,
but can be increased by request. For more information on Office 365 Groups limits, see Office 365 Groups -
Admin help
Managing your Office 365 Groups is more effective when you have actionable information about Groups usage.
The Microsoft 365 Admin Center has a reporting tool that can let you see things such as storage use, how many
active Groups you have and even how your users are using the Groups. See: Office 365 Reports in the admin
center for more information.
Related topics
Learn about Office 365 Groups
Upgrade distribution lists to Office 365 Groups
Manage Office 365 Groups with PowerShell
SharePoint Online Limits
Compare groups
7/5/2019 • 2 minutes to read • Edit Online
In the Groups section of the Microsoft 365 admin center, you can create and manage these types of groups:
Office 365 groups are used for collaboration between users, both inside and outside your company.
Distribution groups are used for sending notifications to a group of people.
Security groups are used for granting access to SharePoint resources.
Mail-enabled security groups are used for granting access to SharePoint resources, and emailing
notifications to those users.
Shared mailboxes are used when multiple people need access to the same mailbox, such as a company
information or support email address.
Distribution groups
Distribution groups are used for sending notifications to a group of people. They can receive external email if
enabled by the administrator.
Distribution groups are best for situations where you need to broadcast information to a set group of people, such
as "People in Building A" or "Everyone at Contoso."
Security groups
Security groups are used for granting access to Office 365 resources, such as SharePoint. They can make
administration easier because you need only administer the group rather than adding users to each resource
individually.
Security groups can contain users or devices. Creating a security group for devices can be used with mobile device
management services, such as Intune.
Security groups can be configured for dynamic membership in Azure Active Directory, allowing group members
or devices to be added or removed automatically based on user attributes such as department, location, or title; or
device attributes such as operating system version.
Shared mailboxes
Shared mailboxes are used when multiple people need access to the same mailbox, such as a company
information or support email address, reception desk, or other function that might be shared by multiple people.
Shared mailboxes can receive external emails if the administrator has enabled this.
Users with permissions to the group mailbox can send as or send on behalf of the mailbox email address if the
administrator has given that user permissions to do that. This is particularly useful for help and support mailboxes
because users can send emails from "Contoso Support" or "Building A Reception Desk."
Currently it's not possible to migrate a shared mailbox to an Office 365 Group. Is this something you want? Let us
know. Vote here
Related topics
Learn about Office 365 Groups
Create an Office 365 group in the admin center
7/5/2019 • 3 minutes to read • Edit Online
While users can create an Office 365 group from Outlook or other apps, as an admin, you may need to create or
delete groups, add or remove members, and customize how they work. The Microsoft 365 admin center is the
place to do this.
TIP
Office 365 connected Yammer groups must be created in Yammer, but can be managed in the Microsoft 365 admin center
like other Office 365 groups. To learn more, see Yammer and Office 365 Groups.
Related topics
Manage guest access to Office 365 groups
Choose the domain to use when creating Office 365 Groups
Allow members to send as or send on behalf of an Office 365 Group
Upgrade distribution lists to Office 365 Groups
Manage Office 365 Groups with PowerShell
Plan for governance in Office 365 Groups
7/5/2019 • 20 minutes to read • Edit Online
Office 365 Groups has a rich set of tools to implement any governance capabilities your organization might
require. This article guides IT Pros to ask the right questions to determine their requirements for governance and
how to meet them based on their organizational profile.
We know that organizations today are using a diverse toolset. There’s the team of developers using team chat, the
executives sending email, and the entire organization connecting over enterprise social. Multiple collaboration tools
are in use because every group is unique and has their own functional needs and workstyle. Some will use only
email while others will live primarily in chat. If users feel the IT-provided tools do not fit their needs, they will likely
download their favorite consumer app which supports their scenarios. Although this process allows users to get
started quickly, it leads to a frustrating user experience across the organization with multiple logins, difficulty
sharing, and no single place to view content.
This concept is referred to as “Shadow IT” and poses a significant risk to organizations. It reduces the ability to
uniformly manage user access, ensure security, and service compliance needs. Office 365 Groups empowers users
and reduces the risk of shadow IT by providing in a single step many of the tools needed to collaborate.
Office 365 Groups lets you choose a set of people with which you wish to collaborate, and easily set up a collection
of resources for those people to share. Manually assigning permissions to resources is a thing of the past as adding
members to the Office 365 Group automatically grants the needed permissions to all assets provided by the group.
Technical Architecture
There are three main communication modalities supported by Office 365 Groups. Groups can be created within
these experiences and used across the Office 365 suite:
Outlook: collaboration through email with a shared group inbox and calendar
Microsoft Teams: a persistent chat-based workspace where you can have informal, real-time, conversations
around a variety of topics, organized by specific sub-groups
Yammer: enterprise social experience for collaboration
NOTE
Creating a new group via other teamwork applications - such as SharePoint, Planner or Stream - will create an Office 365
Group with an Outlook communication modality with the ability to connect to Microsoft Teams.
Depending on where an Office 365 Group is created, certain resources are provisioned automatically, such as:
Inbox - For email conversations between your members. This inbox has an email address and can be set to
accept messages from people outside the group and even outside your organization, much like a traditional
distribution list.
Calendar – For scheduling events related to the group
SharePoint Team Site – A central repository for information, links and content relating to your group
SharePoint Document Library – A central place for the group to store and share files
OneNote Notebook – For gathering ideas, research, and information
Planner – For assigning and managing project tasks among your group members
Yammer Group – A common place to have conversations and share information
Microsoft Teams – A chat-based workspace in Office 365
To learn more about which resources are created for each group, visit Learn about Office 365 Groups.
NOTE
When a new Office 365 Group is created via Yammer or Teams, the group isn't visible in Outlook or the address book because
the primary communication between those users happens in their respective clients.
IMPORTANT
When a new Yammer group is created, the Office 365 group does not create a group mailbox or calendar resource. Therefore,
a Yammer group cannot be connected to Microsoft Teams. See Yammer and Groups
There are three primary models of provisioning in Office 365 Groups: Open, IT-led or Controlled. The following
table describes the advantages of each model.
MODEL ADVANTAGES
Open (default) Users can create their own groups as needed without needing
to wait for, or bother IT.
IT-led Users request a group from IT. IT can guide them in selecting
the best collaboration tools for their needs.
Your organization might have specific requirements to implement strict controls on who can create groups. Use the
following table to help make the decision on which provisioning model fits your organization.
IMPORTANT
Limiting group and team creation can slow users productivity because many Office 365 services require that groups be
created for the service to function. To learn more, see Why control who creates Office 365 Groups?
Resources
Manage who can create Office 365 Groups
Populate groups dynamically based on object attributes
How to change the default setting of Office 365 Groups for Outlook, to public or private
Syncing Security Groups with team membership
Group soft delete and restore
If you've deleted an Office 365 group, by default it's retained for 30 days. This 30-day period is called "soft-delete"
because you can still restore the group. After 30 days, the group and associated content is permanently deleted and
cannot be restored.
TIP
Communicate the restore process to your users.
Train your helpdesk team.
Track upcoming groups that will be deleted using PowerShell script.
IMPORTANT
During the "soft-delete" period if a user tries to access the site they will get a 403 forbidden message. After this period if the
user tries to access the site they will get a 404 not found message.
Resources
Restore a deleted Office 365 Group
Restore a deleted Office 365 group in Azure Active Directory
Delete groups using the Remove-UnifiedGroup cmdlet
Group naming policy
A naming policy can help you and your users identify the function of the group, membership, geographic region, or
who created the group. The naming policy can also help categorize groups in the address book. You can use the
policy to block specific words from being used in group names and aliases.
TIP
Use short strings as suffix.
Use attributes with values.
Don’t be too creative, total name length has a maximum of 264 characters.
Upload your organization specific blocked words to restrict usage.
IMPORTANT
The naming policy is applied to groups that are created across all groups workloads (like Outlook, Microsoft Teams,
SharePoint, Planner, Yammer, etc). It gets applied to both the group name and group alias. It gets applied when a user creates
a group and when group name or alias is edited for an existing group.
Resources
Office 365 Groups naming policy
Enforce a naming policy for Office 365 groups in Azure Active Directory
Azure Active Directory cmdlets for configuring group settings
Preview Features for Group Naming
Group expiration policy
Administrators can specify an expiration period and any group that reaches the end of that period, and is not
renewed, will be deleted. The expiration period begins when the group is created, or on the date it was last renewed.
Group owners will automatically be sent an email before the expiration that allows them to renew the group for
another expiration interval.
Once you set a group to expire:
Owners of the group are notified to renew the group as the expiration nears
Any group that is not renewed is deleted
Any Office 365 group that is deleted can be restored within 30 days by the group owners or the administrator
TIP
Pilot with specific groups initially.
Choose inactive groups based on the activity report in Office Admin center.
Communicate renewal process to group owners.
Onboard your helpdesk team.
Ensure groups have multiple owners and configure email for orphan groups.
IMPORTANT
When you change the expiration policy, the service recalculates the expiration date for each group. It always starts counting
from the date when the group was created, and then applies the new expiration policy.
Resources
Office 365 Group Expiration Policy
Configure the expiration policy for Office 365 groups
Group guest access
Admins can control whether to allow guest access to Office 365 Groups for their whole organization or for
individual Office 365 groups. They can also control who can allow guests to be added to groups.
TIP
Enable guest access at the tenant level. If needed, block for specific groups.
Govern using allow/block guest domains, guest inviter role, access reviews, terms of use.
Track guest user activity via audit logs.
Resources
Manage guest access in Office 365 Groups
Guest access in Office 365 groups
Guest access in Office 365 groups – Admin Help
Azure AD access reviews
Azure Active Directory Terms of Use feature
Google Federation
Authorize guest access in Microsoft Teams
Group policies & information protection
Office 365 groups is built on the advanced security and compliance capabilities of Office 365 and supports
classifications, auditing and reporting, compliance content search, e-discovery, Legal Hold, and retention policies.
TIP
Configure classification, usage guidelines, and labels aligned with your organization's needs.
Retention policies can be defined independently of labels.
Audit groups activities: creation, deletion, etc.
Manage group privacy and guest access based on classification.
Resources
Link to your Office 365 Groups usage guidelines
Create classifications for Office groups in your organization
Configure Group settings
Overview of retention policies
Overview of sensitivity labels
Overview of labels
Search the audit log
Create or remove an in-place legal hold
Create a preservation policy
Run a Content Search in the Office 365 Security & Compliance Center
Bulk create and publish retention labels by using PowerShell
Upgrade traditional collaboration tools
For years organizations have relied on distribution groups to communicate and collaborate with groups of people
both inside and outside the company. Now, however, Office 365 Groups in Outlook offer a more powerful solution
for collaboration. In addition, being able to connect an Office 365 group to an existing SharePoint site is important
if you want to modernize that site.
TIP
Easily upgrade all your eligible distribution lists in seconds via the Exchange Admin center, or using PowerShell cmdlets.
Connect existing SharePoint team sites to new Office 365 Groups.
Resources
Upgrade Distribution Lists (DL ) to groups in Outlook:
Why you should upgrade your DL to groups in Outlook
Upgrade with one click via Exchange admin center or via PowerShell scripts
Migrate distribution lists to Office 365 Groups - Admin help
Connect existing SharePoint sites to Office 365 groups:
Analyze and use the scanner data
SharePoint Modernization Scanner (a tool located on GitHub)
Groups reporting
The Office 365 Reports dashboard shows you the activity overview across the Office 365 products in your
organization. It enables you to drill in to individual product level reports to give you more granular insight about
the activities within each product.
TIP
You can use the Groups activity reports to gain insights into the activity of Office 365 Groups in your organization and see
how many Office 365 Groups are being created and used. -The Office 365 groups report can be viewed for trends over
the last 7 days, 30 days, 90 days, or 180 days.
Monitor group activity across group mailbox conversations, group site/files activity, details around group membership
including external member counts.
Monitor regularly to reach out to group owners of active groups to learn uses cases and amplify them internally.
Leverage Power BI content packs for additional insights.
Resources
Office 365 Reports in the admin center
Office 365 Adoption content pack
Azure AD content pack
Microsoft Graph groups activity API
Office 365 Groups Report (Unified Groups)
Audit activity reports in the Azure Active Directory portal
Microsoft Graph - Use delta query to track changes
STAGE DESCRIPTION
Next Steps Consider using site designs and site scripts to define
the default design to controls using the actions defined
within the JSON schema reference.
Review groups reporting
Track total groups and inactive/active groups
Track both Exchange and SharePoint storage used
View group activity across group mailbox
conversations, group site/files activity, etc.
Medium-sized business
In addition to the above recommendations consider the following for medium-sized business who has deployed
Office 365 with at least an Enterprise E3/E5 with Azure Active Directory Premium P1 licenses.
STAGE DESCRIPTION
Regulated or Enterprise
In addition to the above recommendations consider the following for highly regulated or large enter-prises such as
government, financial services, or healthcare who has deployed Office 365 with at least an Enterprise E3/E5 with
Azure Active Directory Premium P1/P2 licences.
STAGE DESCRIPTION
STAGE DESCRIPTION
Next Steps Use site design and site scripts to define the default
actions that occur when a new site is created. For
example, configure external sharing setting or trigger a
Microsoft Flow to call an Azure function to apply
configurations that are not supported natively.
Document requirements to Protect SharePoint Online
files with Office 365 labels and DLP to sites associated
to Office 365 Groups.
Document organization requirements to Secure
SharePoint Online sites and files that are connected to
Office 365 groups.
Document organization requirements to publish
sensitivity labels to specific users or groups to protect
content.
Because it's so easy for users to create Office 365 Groups, you aren't inundated with requests to create them on
behalf of other people. Depending on your business, however, you might want to control who has the ability to
create groups.
This article explains how to disable the ability to create groups in all Office 365 services that use groups:
Outlook
SharePoint
Yammer
Microsoft Teams
StaffHub
Planner
PowerBI
Roadmap
You can restrict Office 365 Group creation to the members of a particular security group. To configure this, you
use Windows PowerShell. This article walks you through the needed steps.
The steps in this article doesn't prevent members of certain roles from creating Office 365 Groups. Office 365
Global admins may create Office 365 Groups via any means, such as the Microsoft 365 Admin center, Planner,
Teams, Exchange, and SharePoint Online. Other roles may create Office 365 Groups via limited means, listed
below.
Exchange Administrator: Exchange Admin center, Azure AD
Partner Tier1 Support: Microsoft 365 Admin center, Exchange Admin center, Azure AD
Partner Tier2 Support: Microsoft 365 Admin center, Exchange Admin center, Azure AD
Directory Writers: Azure AD
SharePoint Administrator: SharePoint Admin center, Azure AD
Teams Service Administrator: Teams Admin center, Azure AD
User Management Administrator: Microsoft 365 Admin center, Azure AD
If you're a member of one of these roles, you can create Office 365 Groups for restricted users, and then assign the
user as the owner of the group.
Licensing requirements
To manage who creates Office 365 Groups, the following people need Azure AD Premium licenses or Azure AD
Basic EDU licenses assigned to them:
The admin who configures these group creation settings
The members of the security group who are allowed to create Office 365 Groups
The following people don't need Azure AD Premium or Azure AD Basic EDU licenses assigned to them:
People who are members of Office 365 groups and who don't have the ability to create other Office 365
groups.
Step 1: Create a security group for users who need to create Office 365
Groups
Only one security group in your organization can be used to control who is able to create Office 365 Groups. But,
you can nest other security groups as members of this group. For example, the group named Allow Group
Creation is the designated security group, and the groups named Microsoft Planner Users and Exchange Online
Users are members of that group.
Admins in the roles listed above do not need to be members of this group: they retain thier ability to create
groups.
IMPORTANT
Be sure to use a security group to restrict who can create Office 365 groups. If you try to use an Office 365 Group,
members won't be able to create a group from SharePoint because it checks for a security group.
1. In the Microsoft 365 admin center, create a group of type Security group. Remember the name of the
group! You'll need it later.
2. Add people or other security groups who you want to be able to create Office 365 Groups groups in your
org.
For detailed instructions, see Create, edit, or delete a security group in the Microsoft 365 admin center.
IMPORTANT
You cannot install both the preview and GA versions on the same computer at the same time. You can install the module on
Windows 10, Windows Server 2016.
As a best practice, we recommend always staying current: uninstall the old AzureADPreview or old AzureAD
version and get the latest one.
1. In your search bar, type Windows PowerShell.
2. Right-click on Windows PowerShell and select Run as Administrator.
Uninstall-Module AzureADPreview
or
Uninstall-Module AzureAD
Install-Module AzureADPreview
At the message about an untrusted repository, type Y. It will take a minute or so for the new module to
install.
Leave the PowerShell window open for Step 3, below.
Connect-AzureAD
if($GroupName)
{
$settingsCopy["GroupCreationAllowedGroupId"] = (Get-AzureADGroup -SearchString $GroupName).objectid
}
The last line of the script will display the updated settings:
If in the future you want to change which security group is used, you can rerun the script with the name of the new
security group.
If you want to turn off the group creation restriction and again allow all users to create groups, set $GroupName to
"" and $AllowGroupCreation to "True" and rerun the script.
Try the same procedure again with a member of the security group.
NOTE
If members of the security group aren't able to create groups, check that they aren't being blocked through their OWA
mailbox policy.
Related articles
Getting started with Office 365 PowerShell
Set up self-service group management in Azure Active Directory
Set-ExecutionPolicy
Azure Active Directory cmdlets for configuring group settings
Choose the domain to use when creating Office 365
Groups
7/5/2019 • 3 minutes to read • Edit Online
Some organizations use separate email domains to segment different parts of their businesses. You can specify
which domain should be used when your users create Office 365 groups.
If your organization needs users to create their groups in domains other than the default accepted domain of your
business, you can allow this by configuring email address policies (EAPs) using PowerShell.
Before you can run the PowerShell cmdlets, download and install a module that will let you talk to your Office 365
organization. Check out Connect to Exchange Online using remote PowerShell.
Example scenarios
Let's say your business's main domain is Contoso.com. But your organization's default accepted domain is
service.contoso.com. This means Office 365 groups will be created in service.contoso.com (for example,
[email protected]).
Let's say you also have sub-domains configured in your organization. You want Office 365 groups to be created in
these domains, too:
students.contoso.com for students
faculty.contoso.com for faculty members
The following two scenarios explain how you would accomplish this.
NOTE
When you have mulitple EAPs, they are evaluated in the order of priority. A value of 1 means the highest priority. Once an
EAP matches, no further EAP is evaluated and addresses that gets stamped on the Office 365 group are as per the matched
EAP. > If no EAPs match the specified criteria, then the Office 365 group gets provisioned in the organization's default
accepted domain. Check out Manage accepted domains in Exchange Online for details on how to add an accepted domain.
Scenario 1
The following example shows you how to provision all Office 365 groups in your organization in the
groups.contoso.com domain.
Scenario 2
Let's say you want to control what sub-domains Office 365 groups are created in. You want:
Office 365 groups created by students (users which have Department set to Students) in the
students.groups.contoso.com domain. Use this command:
New-EmailAddressPolicy -Name StudentsGroups -IncludeUnifiedGroupRecipients -
EnabledEmailAddressTemplates "SMTP:@students.groups.contoso.com","smtp:@groups.contoso.com" -
ManagedByFilter {Department -eq 'Students'} -Priority 1
Office 365 groups created by faculty members (users which have Department set to Faculty or email
address contains faculty.contoso.com )) in the faculty.groups.contoso.com domain. Use this command:
Changing an EAP has no impact on the groups that have already been provisioned.
Changing an EAP has no impact on the groups that have already been provisioned.
Hybrid requirements
If your organization is configured in a hybrid scenario, check out Configure Office 365 Groups with on-premises
Exchange hybrid to make sure your organization meets the requirements for creating Office 365 groups.
Additional info about using email address policies for Office 365
groups:
There are a few more things to know:
How fast groups are created depends on the number of EAPs configured in your organization.
Admins and users can also modify domains when they create Office 365 groups.
Group of users is determined using the standard queries (User properties) that are already available. Check
out Filterable properties for the -RecipientFilter parameter for supported filterable pproperties.
If you don't configure any EAPs for groups, then the default accepted domain is selected for group creation.
If you remove an accepted domain, you should update the EAPs first, otherwise, group provisioning will be
impacted.
A maximum limit of 100 email address policies can be configured for an organization.
See Also
Create an Office 365 group in the admin center
Office 365 Groups naming policy
7/23/2019 • 12 minutes to read • Edit Online
You use a group naming policy to enforce a consistent naming strategy for Office 365 groups created by users in
your organization. A naming policy can help you and your users identify the function of the group, membership,
geographic region, or who created the group. The naming policy can also help categorize groups in the address
book. You can use the policy to block specific words from being used in group names and aliases.
The naming policy is applied to groups that are created across all groups workloads (like Outlook, Microsoft
Teams, SharePoint, Planner, Yammer, etc). It gets applied to both the group name and group alias. It gets applied
when a user creates a group and when group name or alias is edited for an existing group.
TIP
An Office 365 group naming policy only applies to Office 365 Groups. It doesn't apply to distribution groups created in
Exchange Online. To create a naming policy for distribution groups, see Create a distribution group naming policy.
Licensing requirements
To use the Groups naming policy feature, the following people need an Azure Active Directory Premium P1 license
or Azure AD Basic EDU license:
Everyone who is a member of the group.
The person who creates the group.
The admin who creates the Groups naming policy
Supported Azure Active Directory (Azure AD ) attributes are [Department], [Company], [Office], [StateOrProvince],
[CountryOrRegion], [Title]
Unsupported user attributes are considered as fixed strings. E.g. "[postalCode]"
Extension attributes and custom attributes aren't supported.
It's recommended that you use attributes that have values filled in for all users in your organization and don't use
attributes that have longer values.
Things to look out for:
During policy creation, the total prefixes and suffixes string length is restricted to 53 characters.
Prefixes and suffixes can contain special characters supported in group name and group alias. When the
prefixes and suffixes contain special characters that are not allowed in the group alias, they are removed and
applied to the group alias. So in this case, the prefixes and suffixes applied to group name would be different
from the ones applied to the group alias.
If you are using Yammer Office 365 connected groups, avoid using the following characters in your naming
policy: @, #, [, ], <, and >. If these characters are in the naming policy, regular Yammer users will not be able
to create groups.
Admin override
Selective administrators are exempted from these policies, across all group workloads and endpoints, so that they
can create groups with these blocked words and with their desired naming conventions. The following are the list
of administrator roles exempted from the group naming policy.
Global admin
Partner Tier 1 Support
Partner Tier 2 Support
User account admin
Directory writers
IMPORTANT
You cannot install both the preview and GA versions on the same computer at the same time.
As a best practice, we recommend always staying current: uninstall the old AzureADPreview or old AzureAD
version and get the latest one.
1. In your search bar, type Windows PowerShell.
2. Right-click on Windows PowerShell and select Run as Administrator.
Uninstall-Module AzureADPreview
or
Uninstall-Module AzureAD
Install-Module AzureADPreview
At the message about an untrusted repository, type Y. It will take a minute or so for the new module to
install.
Leave the PowerShell window open for Step 2, below.
Import-Module AzureADPreview
Connect-AzureAD
In the Sign in to your Account screen that opens, enter your Office 365 admin account and password to connect
you to your service, and click Sign in.
Follow the steps in Azure Active Directory cmdlets for configuring group settings to configure group settings.
View the current settings
You can view the current naming policy settings by typing the following at the PowerShell prompt:
Replace <PrefixSuffixNaming> with the prefix and suffix information that you want to require. For example:
$PrefixSuffix = "Grp_[Department]_[GroupName]_[CountryOrRegion]"
$BlockedWords = "<WordList>"
$PrefixSuffix = "<PrefixSuffixNaming>"
Connect-AzureAD
try
{
$template = Get-AzureADDirectorySettingTemplate | ? {$_.displayname -eq "group.unified"}
$settingsCopy = $template.CreateDirectorySetting()
New-AzureADDirectorySetting -DirectorySetting $settingsCopy
$settingsObjectID = (Get-AzureADDirectorySetting | Where-object -Property Displayname -Value
"Group.Unified" -EQ).id
}
catch
{
$settingsObjectID = (Get-AzureADDirectorySetting | Where-object -Property Displayname -Value
"Group.Unified" -EQ).id
}
$SettingsCopy["PrefixSuffixNamingRequirement"] = $PrefixSuffix
$SettingsCopy["CustomBlockedWordsList"] = $BlockedWords
The last line of the script will display the updated settings:
If in the future you want to change these settings, you can rerun the script with the new information.
If you want to turn off either of the policies, set $BlockedWords or $PrefixSuffix to "" and rerun the script.
Microsoft Teams
Microsoft Teams shows the naming policy decorated name when the user types a team name. When a user enters
a custom blocked word, an error message is shown along with the blocked word so that the user can remove it.
SharePoint
SharePoint shows the naming policy name when the user types a site name or group email address. When an user
enters a custom blocked word, an error message is shown, along with the blocked word so that the user can
remove it.
Microsoft Stream
Microsoft Stream shows the naming policy decorated name when the user types a group name or group email
alias. When an user enters a custom blocked word, an error message is shown with the blocked word so the user
can remove it.
Planner
Planner is compliant with naming policy. Planner shows the naming policy preview when entering the Plan name.
When a user enters a custom blocked word, an error message is shown on creating the plan, so the user can
remove the blocked word.
Dynamics 365 for Customer Engagement
Dynamics 365 for Customer Engagement is compliant with naming policy. Dynamics 365 shows the naming policy
decorated name when the user types a group name or group email alias. When the user enters a custom blocked
word, an error message is shown with the blocked word so the user can remove it.
Classroom App
Groups created in classroom app comply with naming policy, but the naming policy isn't applied automatically, and
the naming policy preview isn't shown to the users while entering a classroom group name. So users would have
to enter the decorated classroom group name with prefixes and suffixes. Otherwise the classroom group create or
edit will fail with errors.
Power BI
Groups created in Power BI workspaces comply with the naming policy, but the naming policy isn't applied
automatically. And, the naming policy preview isn't shown to users when they enter a Power BI workspace name.
The recommended name - with the naming policy applied - is shown in the error details on create or edit
workspaces. This means users have to enter the decorated workspace name with prefixes and suffixes. Otherwise
the workspace create or edit will fail with errors.
Yammer
When a user signed in to Yammer with their Azure Active Directory account creates a group or edits a group name,
the group name will comply with naming policy. This applies both to Office 365 connected groups and all other
Yammer groups.
If an Office 365 connected group was created before the naming policy is in place, the group name will not
automatically follow the naming policies. When a user edits the group name, they will be prompted to add the
prefix and suffix.
If the naming policy includes characters that can't be in Yammer group names, only Office 365 admins will be able
to create a connected group in Yammer.
StaffHub
StaffHub teams do not follow the naming policy, but the underlying Office 365 group does. StaffHub team name
does not apply the prefixes and suffixes and does not check for custom blocked words. But StaffHub does apply the
prefixes and suffixes and removes blocked words from the underlying Office 365 group.
Exchange PowerShell
Exchange PowerShell cmdlets are compliant with naming policy. Users will get appropriate error messages with
suggested prefixes and suffixes and for custom blocked words if naming convention isn't used in the group names
and group alias.
A member of an Office 365 Group who has been granted Send as or Send on behalf permissions can now send
email as the group, or on behalf of the group. This topic explains how an admin can set these permissions.
For example, if Megan Bowen is part of the Training Office 365 Group, and has Send as permissions on the
group, if she sends an email as the Office 365 Group, it will look like the Training group sent the email.
The Send on Behalf permission lets a user send email on behalf of an Office 365 Group. For example, if Alex
Wilber is a part of the Marketing Office 365 Group, and has Send on Behalf permissions and sends an email as
the group, the email looks like it was sent by Alex Wilber on behalf of Marketing.
IMPORTANT
You can configure Send as or Send on behalf for a given user, but not both. If you configure both, it will default to Send
as.
TIP
Check out the steps in Send email from or on behalf of an Office 365 group to learn how to use Outlook and Outlook on the
Web to send email from an Office 365 Group.
Related topics
Learn more about Office 365 Groups
Add-RecipientPermission
Set-UnifiedGroup
Add or remove members from Office 365 groups
using the admin center
7/5/2019 • 2 minutes to read • Edit Online
In Office 365, Group members typically create their own Groups, add themselves to Groups they want to join, or
are invited by Group owners. If Group ownership changes, or if you determine that a member should be added or
removed, as the admin you can also make that change. What is an Office 365 Group?
Tip: You can also add or remove members using Outlook.
5. Search for or select the name of the member you want to add.
6. Click Save.
With the increase in usage of Office 365 Groups, administrators and users need a way to clean up unused groups.
Expiration policies can help remove inactive groups from the system and make things cleaner.
When a group expires, all of its associated services (the mailbox, Planner, SharePoint site, etc.) are also deleted.
When a group expires it is "soft-deleted" which means it can still be recovered for up to 30 days.
Administrators can specify an expiration period and any group that reaches the end of that period, and is not
renewed, will be deleted. The expiration period begins when the group is created, or on the date it was last
renewed. Group owners will automatically be sent an email before the expiration that allows them to renew the
group for another expiration interval.
IMPORTANT
When you change the expiration policy, the service recalculates the expiration date for each group. It always starts counting
from the date when the group was created, and then applies the new expiration policy.
It's important to know that expiration is turned off by default. Administrators will have to enable it for their tenant
if they want to use it.
NOTE
Group expiration is an Azure Active Directory (Azure AD) Premium feature. You must have a subscription to Azure AD
Premium in order to have this feature available. The administrator who configures the settings, and the members of the
affected groups, need to have Azure AD Premium licenses assigned to them. For more information see Getting started with
Azure Active Directory Premium.
Who can configure and use the Office 365 Groups expiration policy?
ROLE WHAT THEY CAN DO
Office 365 global admin (in Azure, the Company Create, read, update, or delete the Office 365 groups
administrator), User administrator expiration policy settings.
How and when a Group owner learns if their Groups are going to
expire
Group owners will only be notified via email, except for groups created via Teams. If the group was created via
Planner, SharePoint, or any other app, the expiration notifications will always come via email. If the group was
created via Teams, the group owner will receive a notification to renew through the activity section. It's not
recommended that you enable expiration on a group if your group owner doesn't have a valid email address.
30 days before the group expires, the group owners (or the email addresses that you specified for groups that
don't have an owner) will receive an email allowing them to easily renew the group. If they don't renew it, they'll
receive another renewal email 15 days before expiration. If they still haven't renewed it, they will receive one more
email notification the day before expiration.
If for some reason none of the owners or admins renew the group before it expires, the Office 365 administrator
can still restore the group for up to 30 days after expiration. For details see: Restore a deleted Office 365 Group.
Related topics
Overview of retention policies
Assign a new owner to an orphaned group
Configure Office 365 groups expiration
Restore a deleted Office 365 Group
7/5/2019 • 5 minutes to read • Edit Online
If you're a user who wants to restore an Office 365 group, ask the person in your business who has admin
permissions to do these steps for you. In a large business, this is the internal help desk / technical support.
If you've deleted an Office 365 group, by default it's retained for 30 days. This 30-day period is called "soft-delete"
because you can still restore the group. After 30 days, the group and associated content is permanently deleted
and cannot be restored.
During the "soft-delete" period if a user tries to access the site they will get a 404 forbidden message. After this
period if the user tries to access the site they will get a 404 not found message.
When a group is restored, the following content is restored:
Azure Active Directory (AD ) Office 365 Groups object, properties and members
Group SMTP address
Exchange Online shared inbox and calendar
SharePoint Online team site and files
OneNote notebook
Planner
Teams
Yammer group and group content (If the Office 365 group was created from Yammer)
You can also Permanently delete an Office 365 group if you can't wait the 30 days for the retention period to expire
for the content to be permanently deleted.
NOTE
The owner of the deleted Office 365 group is also able to restore the group. To restore an office 365 group using owner
permission without administrator permission, see Restore an Office 365 Group using PowerShell.
5. Select the Office 365 group you want to restore, and then choose the restore icon.
6. Choose refresh to update the information on the page. Your group will show as Active. Any forms and
form data associated with your group will also be restored.
IMPORTANT
If you use Remove-MsolGroup in PowerShell to delete a group, this will delete the group permanently. When using
PowerShell to delete groups, it's best practice to use Remove-AzureADMSGroup to soft-delete the Office 365 group. That
way you can restore it if needed.
Install the preview version of the Azure Active Directory PowerShell for Graph
IMPORTANT
You cannot install both the preview and GA versions on the same computer at the same time .
As a best practice, we recommend always staying current: uninstall the old AzureADPreview or old AzureAD
version and get the latest one.
1. Open Windows PowerShell as an administrator:
The Windows PowerShell window will pop open. The prompt C:\Windows\system32 means you opened it
as an administrator.
Uninstall-Module AzureADPreview
or
Uninstall-Module AzureAD
Install-Module AzureADPreview
At the message about an untrusted repository, type Y. It will take a minute or so for the new module to install.
Restore the deleted group
1. Did you install the AzureADPreview module, as instructed in the above section "Install the preview version
of the Azure Active Directory Module for Windows PowerShell"? Not having the most current preview
version is the #1 reason these steps don't work for people.
2. If you haven't already, open a Windows PowerShell window on your computer (it doesn't matter if it's a
normal Windows PowerShell window, or one you opened by selecting Run as administrator).
3. Run the following commands. Press Enter after each command.
Import-Module AzureADPreview
Connect-AzureAD
In the Sign in to your Account screen that opens, enter your Office 365 admin account and password to connect
you to your service, and click Sign in.
4. Run this command to display all soft-deleted Office 365 groups in your organization that are still within the 30
day retention period:
Get-AzureADMSDeletedGroup
5. Take note of the object ID of the group, or groups, you want to restore. If you don't see the group you're
looking for on this list then it has likely been purged permanently.
Cau t i on
If a new group has been created with the same alias or SMTP address as your deleted group, you will have
to delete that new group before you'll be able to restore your deleted group.
6. To restore that group run this command:
7. This process usually takes just a few minutes but in a few rare cases it can take as long as 24 hours to
completely restore. To verify that the group has been successfully restored, run this command in PowerShell:
Once the restore has successfully completed, the group should reappear on the navigation pane in Outlook and
Outlook on the web. All restored content, including SharePoint and Planner, should be available to the group
members again.
Permanently delete an Office 365 group
Sometimes you may want to permanently purge a group without waiting the 30 days for the soft-delete to expire.
To do that, start PowerShell and run this command to get the object ID of the group:
Get-AzureADMSDeletedGroup
Take note of the object ID of the group, or groups, you want to permanently delete.
Cau t i on
Purging the group removes the group and its data forever.
To purge the group run this command in PowerShell:
To confirm that the group has been successfully purged, run the Get-AzureADMSDeletedGroup cmdlet again to
confirm that the group no longer appears on the list of soft-deleted groups. In some cases it may take as long as
24 hours for the group and all of its data to be permanently deleted.
Related articles
Manage Office 365 Groups with PowerShell
Delete groups using the Remove-UnifiedGroup cmdlet
Manage your group-connected team site settings
Delete a group in Outlook
Manage guest access in Office 365 Groups
7/17/2019 • 9 minutes to read • Edit Online
By default, guest access is turned on for your organization. When it's turned on, everyone in your organization can
add guest users to an Office 365 Group. The guests will have access to all Office 365 Group features.
Admins can control whether to allow guest access to Office 365 Groups for their whole organization or for
individual Office 365 groups. They can also control who can allow guests to be added to groups.
4. On the Office 365 Groups page, set the toggle to On or Off, depending on whether you want to let people
outside your organization access Office 365 group resources.
If you turn this toggle on, you'll see another option to control whether you want to let group owners add
people outside your organization to Office 365 groups. Set this toggle to On if you want to let group
owners add guest users.
Use PowerShell to control guest access
Install the preview version of the Azure Active Directory PowerShell for
Graph
These procedures require the preview version of the Azure Active Directory PowerShell for Graph. The GA
version will not work.
IMPORTANT
You cannot install both the preview and GA versions on the same computer at the same time.
As a best practice, we recommend always staying current: uninstall the old AzureADPreview or old AzureAD
version and get the latest one.
1. In your search bar, type Windows PowerShell.
2. Right-click on Windows PowerShell and select Run as Administrator.
Uninstall-Module AzureADPreview
or
Uninstall-Module AzureAD
Install-Module AzureADPreview
At the message about an untrusted repository, type Y. It will take a minute or so for the new module to
install.
Leave the PowerShell window open for Step 3, below.
Configure guest Access
Copy the script below into a text editor, such as Notepad, or the Windows PowerShell ISE.
Update the script as follows:
To let group members outside the organization access group content, set $AllowGuestsToAccessGroups = "True" ,
otherwise set $AllowGuestsToAccessGroups = "False" .
To let group owners add people outside the organization to groups, set $AllowToAddGuests = "True" , otherwise, set
$AllowToAddGuests = "False" .
$AllowGuestsToAccessGroups = "True"
$AllowToAddGuests = "True"
Connect-AzureAD
try
{
$template = Get-AzureADDirectorySettingTemplate | ? {$_.displayname -eq "group.unified"}
$settingsCopy = $template.CreateDirectorySetting()
New-AzureADDirectorySetting -DirectorySetting $settingsCopy
$settingsObjectID = (Get-AzureADDirectorySetting | Where-object -Property Displayname -Value
"Group.Unified" -EQ).id
}
catch
{
$settingsObjectID = (Get-AzureADDirectorySetting | Where-object -Property Displayname -Value
"Group.Unified" -EQ).id
}
$settingsCopy["AllowGuestsToAccessGroups"] = $AllowGuestsToAccessGroups
$settingsCopy["AllowToAddGuests"] = $AllowToAddGuests
The last line of the script will display the updated settings:
Allow or block guest users from a specific group
NOTE
You must have global admin rights to run these commands.
1. Did you install the AzureADPreview module, as instructed in the above section "Install the preview
version of the Azure Active Directory Module for Windows PowerShell"? Not having the most current
preview version is the #1 reason these steps don't work for people.
2. If you haven't already, open a Windows PowerShell window on your computer (it doesn't matter if it's a
normal Windows PowerShell window, or one you opened by selecting Run as administrator).
3. Run the following commands. Press Enter after each command.
Import-Module AzureADPreview
Connect-AzureAD
In the **Sign in to your Account** screen that opens, enter your Office 365 admin account and password to
connect you to your service, and click **Sign in**.
6. Run this command. Set to False to block guest access to a specific group. Set to True to allow guest access
to a specific group.
$settingsCopy["AllowToAddGuests"]=$False
Where you would replace YourGroupName with something like Human Resources.
8. Run this command.
New-AzureADObjectSetting -TargetType Groups -TargetObjectId $groupID -DirectorySetting $settingsCopy
See Also
Manage Group membership in the Microsoft 365 admin center
Allow/Deny guest access to Office 365 groups based on their domain
Azure Active Directory access reviews
Troubleshoot issues for Office 365 admins
7/5/2019 • 9 minutes to read • Edit Online
Sometimes, things just aren't working. Here's some help for fixing administrative problems with Office 365.
If you need immediate help, contact support to help resolve your technical issues.
NOTE
If you're unable to sign in with your work or school account, you may be signing in to the wrong Office 365 service,
see Where to sign in to Office 365 for business.
2. From the browser header, go to Settings > My app settings > Office 365.
3. On the My account page, select Subscriptions.
You'll see the services that you're licensed to use, such as the latest desktop version of Office, Project, Visio,
SharePoint Online or OneDrive for Business, and Exchange Online. If you don't see The latest desktop
version of Office in the list (or Project or Visio if you bought plans with those applications), see Assign
licenses to users in Office 365 for business.
Not all Office 365 plans come with Office. If your organization has an Office 365 plan that doesn't include the latest
desktop version of Office, as the admin, you can switch to a different Office 365 plan or subscription.
If you're not sure what plan you have, follow the steps in What subscription do I have? For a comparison of plans,
see the small business plans comparison or enterprise plans comparison.
I recently switched Office 365 plans and now get messages I can't use Office
When you install Office it's automatically linked to your Office 365 plan. This means if you recently switched plans
you'll need to uninstall and then reinstall Office to associate it with your updated subscription. Use this easy fix tool
and then follow the steps to reinstall Office.
1. Click this easy fix button to uninstall Office.
2. For the remaining steps showing how to save and use the easy fix, follow the steps for your browser:
Edge or Internet Explorer
a. At the bottom of the browser window, select Open to open the O15CTRRemove.diagcab file.
If the file doesn't open automatically, choose Save > Open Folder, and then double-click the file (it
should start with "O15CTRRemove") to run the easy fix tool.
b. The Uninstall Microsoft Office wizard launches. Select Next and follow the prompts.
c. When you see the Uninstallation successful screen, follow the prompt to restart your computer for
the changes to take effect. Select Next.
d. Restart your computer and then try installing Office again.
Chrome
a. In the lower-lower left corner select the o15CTRRemove file and from the drop down, select Show
in folder.
Can't find the app you're looking for? From the app launcher, selectAll apps to see an alphabetical list of the
Office 365 apps available to you. From there, you can search for a specific app.
3. Go to Exchange.
4. Under mail flow, go to message trace.
If you're an Office 365 Small Business admin, do the following to find message trace:
1. Go to Admin > Service settings > Email, calendar, and contacts.
2. Under Email troubleshooting, click Troubleshoot message delivery.
Find missing email from the past week
The mail flow troubleshooter is a simplified version of message trace that also checks for problems with your
organization's domain settings. The tool can search for messages sent to or from your organization in the past
week.
1. Go to the mail flow troubleshooter
2. Sign in with a global admin account for your organization.
3. Choose Next.
7. Choose Next.
8. The mail flow troubleshooter runs a series of tests and returns a result. If the troubleshooter found the
missing message, the results page explains what happened and how you can fix the issue.
If the mail flow troubleshooter wasn't able to find your missing message, use message trace for more powerful
search options.
Get help when email messages will send but can't be delivered
When Office 365 can't deliver email you sent, you'll receive an email notification called a non-delivery report. Find
your error code for specific help with getting your email delivered:
During sign-in, a dialog box appears that contains the Verify that the domain name in the dialog box is a trusted
following phrase: Lync cannot verify that the server is server in your organization—for example,
trusted for your sign-in address. Connect anyway? domainName.contoso.com. Ask the user to select the
Always trust this server check box, and then click Connect.
Mistyped sign-in address, user name, or password 1. Confirm that the user's sign-in name and password are
correct.
2. Verify that the user's sign-in name is formatted as follows:
**[email protected]**. This may be different from the format
you use to sign in to your organization's network.
Forgotten password Reset the user's password and notify him or her of the new
temporary password.
Not licensed to use Lync Online Confirm that the user is registered as a Lync user. If not,
register the user, and then ask him or her to sign in to Lync
again.
Wrong version of Lync installed This issue is usually associated with an error message that
contains the following phrase: the authentication service
may be incompatible with this version of the program.
Ask the user to uninstall and reinstall Lync from the Office 365
Portal.
POSSIBLE CAUSE RESOLUTION
Problem acquiring a personal certificate that is required to If the user's sign address has recently changed, they may need
sign in to delete cached sign-in data. Ask users to sign out, click the
Delete my sign-in info link on the sign-in screen, and then try
again.
You set up a custom domain name, and the changes may not First, ensure that you have modified the Domain Name Service
have finished propagating through the system. (DNS) records to reflect the change. For details, see Update
DNS Service (SRV) Records.
System clock out of sync with server clock Ensure that your network domain controller is synchronizing
with a reliable external time source. For details, see the
Microsoft Knowledge Base article 816042, How to configure
an authoritative time server in Windows Server.
2. Click Delete my sign-in info, select Yes, and then click Sign In.
3. Under Password, enter your password, and click Sign In.
NOTE
If you're using Office 365 operated by 21Vianet in China, please contact the 21Vianet support team.
Fix Outlook and Office 365 issues with Support and
Recovery Assistant for Office 365
7/5/2019 • 2 minutes to read • Edit Online
The Support and Recovery Assistant app can help you identify and fix several issues for the following apps and
services.
Office setup
Outlook
Outlook for Mac 2016 or Outlook for Mac 2011
Mobile devices
Outlook on the web for business
Microsoft Dynamics CRM Online
Exchange Online
OneDrive for Business
The following video shows how to use Support and Recovery Assistant to run diagnostic tests.
By default, Support and Recovery Assistant for Office 365 collects diagnostic logs to help troubleshoot problems in
the following scenarios.
Support and Recovery Assistant sometimes collects diagnostic logs when the tool fails to solve a user's
problem.
Support and Recovery Assistant collects diagnostic logs when a user chooses to run advanced diagnostics.
Typically this happens at the request of an admin or Microsoft support engineer.
Office 365 uses diagnostic logs to improve the tool to provide better troubleshooting in the future. Microsoft
support engineers can also use these logs to analyze your user's specific issue more throughly. As an admin, you
can make a registry edit to prevent users from collecting diagnostic logs if your organization wants to limit data
sharing.
Cau t i on
Registry Editor is a tool intended for advanced users. Follow the steps in this article carefully to make sure you only
make changes to data collection for Support and Recovery Assistant. Before making changes to the registry, create
a backup in case something goes wrong. For more information about creating a backup, see How to back up and
restore the registry in Windows.
Related articles
Fix Outlook and Office 365 issues with Microsoft Support and Recovery Assistant for Office 365
Download Microsoft Support and Recovery Assistant
Troubleshoot email issues
7/5/2019 • 2 minutes to read • Edit Online
When you run into problems with email, these resources can help you solve email connection and delivery
problems.
First, check out these Outlook troubleshooters.
There you'll find top solutions to email issues, frequently asked questions answered by the Office team, the US
support number, and a section where you can email us about your specific problem.
Code 5.7.1
NOTE
If you're using Office 365 operated by 21Vianet in China, please contact the 21Vianet support team.
Troubleshooting distribution list issues
7/5/2019 • 2 minutes to read • Edit Online
This topic discusses how to solve distribution list issues that you may run into when using Office 365.
External members don't receive email messages that are sent to a distribution list they're a member of, and
the senders don't receive non-delivery message about the email. Read External members don't receive
email... for steps on how to fix this issue.
I'm an admin and I can't edit a distribution list in the admin center
Make sure you have an Office 365 license. You need an Office 365 for business license before you can edit
distribution lists in the admin center. Read Assign licenses to users in Office 365 for business for the steps.
Troubleshoot: User not seeing add-ins
7/5/2019 • 2 minutes to read • Edit Online
Now that you've deployed the add-in, your end users can start using it in their Office applications. The add-in will
appear on all platforms that the add-in supports.
If the deployed add-in doesn't support add-in commands or if you want to view all deployed add-ins, you can view
them via My Add-ins from the Insert tab.
Then select the Admin Managed tab along the top in the Office Add-ins window. If add-in is not there, choose
Refresh in the top right corner.
See also
Manage deployment of Office 365 add-ins in the Microsoft 365 admin center
Troubleshoot: Remove an email alias from a user
7/16/2019 • 2 minutes to read • Edit Online
Did you get this error when you were creating a new user? "This email address is already being used as an alias for
user <user name>." This article will show you how to remove the email alias from the user.
TIP
Email addresses are how the internet knows where to send your email and all email addresses must be unique - across the
entire internet no two email addresses can be the same.
NOTE
You can't remove the primary email address. If you need to remove the primary email address, create a second email
address for this user and click Set as primary. Then you can remove the user's email address.
Did you get this error when you were creating a new user? "This email address is already being used as an alias for
the shared mailbox <mailbox name>." This article will show you how to remove the email address from the shared
mailbox so you can re-use it.
TIP
Email addresses are how the internet knows where to send your email and all email addresses must be unique - across the
entire internet no two email addresses can be the same.
NOTE
You can't remove the primary email address. If you need to remove the primary email address, add a second email
address for this shared mailbox and click Set as primary. Then you can remove the email alias.
Did you get this error when you were creating a new user? "This email address is already being used as an alias for
the group <group name>." This article will show you how to remove the email alias from the group.
Cau t i on
It is unusual for a group to have an alias because it has to be added using Exchange Online PowerShell. You'll have
to remove it using Exchange Online PowerShell.
If you're new to PowerShell, you can do this! The Exchange Online PowerShell commands used in this article will
only remove an alias from an Office 365 group.
Remove the email alias from the group using Exchange Online
PowerShell
Before you can do this procedure, you need the following:
Connect to Exchange Online PowerShell
The name of the group
The email address that you want to remove
1. In Exchange Online PowerShell, replace the group name and email address with your values, and run the
following command:
2. It may take a few minutes, but when the command has completed, the command prompt will return. You'll
only get a message if there was an error.
3. Close the connection to Exchange Online PowerShell by running the following command:
Remove-PSSession $Session
Troubleshoot: Remove an alias from a contact
7/16/2019 • 2 minutes to read • Edit Online
Did you get this error when you were creating a new user? "This email address is already being used as an alias for
the contact <contact name>." This article will show you how to remove the email alias from the contact.
Cau t i on
It is unusual for a contact to have an alias because it has to be added using Exchange Online PowerShell. You'll
have to remove it using Exchange Online PowerShell.
If you're new to PowerShell, you can do this! The Exchange Online PowerShell commands used in this article will
only remove an alias from a contact.
Remove the email alias from the contact using Exchange Online
PowerShell
Before you can do this procedure, you need the following:
Connect to Exchange Online PowerShell
The display name of the contact
The email address that you want to remove
1. In Exchange Online PowerShell, replace the contact name and email address with your values, and run the
following command:
2. It may take a few minutes, but when the command has completed, the command prompt will return. You'll
only get a message if there was an error.
3. Close the connection to Exchange Online PowerShell by running the following command:
Remove-PSSession $Session
Troubleshoot: Remove an alias from a mail-enabled
security group
7/16/2019 • 2 minutes to read • Edit Online
Did you get this error when you were creating a new user? "This email address is already being used as an alias for
the mail-enabled security group <group name>." This article will show you how to remove the email alias from the
mail-enabled security group.
Cau t i on
It is unusual for a mail-enabled security group to have an alias because it has to be added using Exchange Online
PowerShell. You'll have to remove it using Exchange Online PowerShell.
If you're new to PowerShell, you can do this! The Exchange Online PowerShell commands used in this article will
only remove an alias from an mail-enabled security group.
Remove the email alias from the group using Exchange Online
PowerShell
Before you can do this procedure, you need the following:
Connect to Exchange Online PowerShell
The name of the group
The email address that you want to remove
1. In Exchange Online PowerShell, replace the group name and the email address with your values, and run
the following command:
2. It may take a few minutes, but when the command has completed, the command prompt will return. You'll
only get a message if there was an error.
3. Close the connection to Exchange Online PowerShell by running the following command:
Remove-PSSession $Session
Troubleshoot: Remove an alias from a distribution list
7/16/2019 • 2 minutes to read • Edit Online
Did you get this error when you were creating a new user? "This email address is already being used as an alias for
the distribution list <list name>." This article will show you how to remove the email alias from the distribution list.
Cau t i on
It is unusual for a distribution list to have an alias because it has to be added using Exchange Online PowerShell.
You'll have to remove it using Exchange Online PowerShell.
If you're new to PowerShell, you can do this! The Exchange Online PowerShell commands used in this article will
only remove an alias from a distribution list.
Remove the email alias from the distribution list using Exchange Online
PowerShell
Before you can do this procedure, you need the following:
Connect to Exchange Online PowerShell
The name of the distribution list
The email address that you want to remove
1. In Exchange Online PowerShell, replace the distribution list name and the email address with your values,
and run the following command:
2. It may take a few minutes, but when the command has completed, the command prompt will return. You'll
only get a message if there was an error.
3. Close the connection to Exchange Online PowerShell by running the following command:
Remove-PSSession $Session
Office 365 operated by 21Vianet
7/5/2019 • 13 minutes to read • Edit Online
Office 365 operated by 21Vianet is designed to meet the needs for secure, reliable and scalable cloud services in
China. This service is powered by technology that Microsoft has licensed to 21Vianet.
Microsoft does not operate the service itself. 21Vianet operates, provides and manages delivery of the service.
21Vianet is the largest carrier-neutral Internet data center services provider in China, providing hosting, managed
network services, and cloud computing infrastructure services. By licensing Microsoft technologies, 21Vianet
operates local Office 365 datacenters to provide you the ability to use Office 365 services while keeping your data
within China. 21Vianet also provides your subscription and billing services, as well as support.
NOTE
These services are subject to Chinese laws.
Follow us on WeChat
Scan this QR code to follow us on WeChat and get the latest updates for Office 365 operated by 21Vianet.
Subscriptions, billing, and technical support Provided by 21Vianet. For information on how to contact
support, see Contact Office 365 for business support.
Self-service password reset Available for admins only. For more information, see Change
or reset your password in Office 365 operated by 21Vianet.
Office Desktop Setup Office desktop setup is not available for Office 2010 and Office
2007. However, administrators can Configure current Office
desktop applications to work with Office 365.
Mobile and device support* Coming soon are the following mobile features:
Mobile Device Management (MDM)
Blackberry Business Cloud Services (BBCS) is not available, but
you can use Exchange ActiveSync devices or an offering from
Research in Motion (RIM, the BlackBerry wireless email
solution) to run Blackberry Enterprise Server (BES).
For more information on mobile support, see Set up and
manage mobile access for your users.
Help in multiple languages Help is available in Simplified Chinese and English only.
Community-provided help Community-provided help is not available yet, but you can
click the Help button ( ? ) in the upper right corner of your
portal to see help articles.
*Optional services provided directly by Microsoft, and subject to Microsoft's Terms of Service and privacy
statements.
SharePoint Online
Sharing a document, library, or site by email with someone This feature is available, but off by default as using it could
outside of your organization make files shared accessible outside of your country.
Administrators do have the ability to turn it on, but will get a
warning message indicating that it could make files shared
accessible outside of your country. Users who attempt to
share with someone outside of the organization will also
receive a warning. For more information, see Share SharePoint
files or folders in Office 365.
Access Services Access 2013 is supported, but adding new Access apps may
not be available as this feature will be retired from Office 365
and SharePoint Online. Creation of new Access-based web
apps and Access web databases in Office 365 and SharePoint
Online will stop starting in June 2017 and any remaining web
apps and web databases by April 2018. Additionally, Access
2010 functionality is not supported, and attempting to use an
Access 2010 database will result in errors and possible data
loss.
Information Rights Management (IRM) The ability to set IRM capabilities to SharePoint for your
organization is coming soon.
Ability to translate text or pages Available, but off by default. Tenant admins can turn this
ability on, but the translation cloud service may be located
outside your country. If you do not want users to send
content to a translation cloud service, you may keep these
features disabled.
Public website ICP registration China Internet compliance policy requires that you get an
Internet Content Provider (ICP) number for your public
website.
Public website features Public websites are available only if you purchased Office 365
before March 9, 2015. However, Bing maps, external sharing,
and comments are not available in a public web site as these
features may send data outside of your country.
Newsfeed and Yammer (enterprise social networks) Newsfeed (the social hub where you'll see updates from the
people, documents, sites, and tags you're following) is
available. Yammer is unavailable.
Autohosted apps You can deploy a provider-hosted app that uses SharePoint
and SQL Azure. For more information, see Create a basic
provider hosted app for SharePoint. Coming soon is the ability
for developers to deploy an app that uses an autohosted web
site.
O365 Developer Site: Publish to SharePoint Store using the Learn about the requirements for submitting apps for
Seller Dashboard* SharePoint for distribution to users of Office 365 operated by
21Vianet.
*Optional services provided directly by Microsoft, and subject to Microsoft's Terms of Service and privacy
statements.
Blackberry Business Cloud Services (BBCS) Not available, but you can use Exchange ActiveSync devices or
an offering from Research in Motion (RIM, the BlackBerry
wireless email solution) to run Blackberry Enterprise Server
(BES).
Sharing your calendar Calendar sharing between on-premises and Exchange Online
mailboxes is available.
Places feature This feature shows maps of addresses in email; because it may
allow data outside of your country, it is not available.
Exchange
New with Exchange 2013 Cumulative Update 5 (CU5), full-featured hybrid deployments between on-premises
Exchange 2013 organizations and Office 365 services are now supported. Leveraging new improvements in the
Hybrid Configuration wizard, Exchange 2013 CU5 supports the following hybrid features between your on-
premises and Exchange Online organizations:
Secure mail routing between on-premises and Exchange Online organizations.
Mail routing with a shared domain namespace. For example, both on-premises and Exchange Online
organizations use the @contoso.com SMTP domain.
A unified global address list (GAL ), also called a "shared address book."
Free/busy and calendar sharing between on-premises and Exchange Online organizations.
Centralized control of inbound and outbound mail flow. You can configure all inbound and outbound Exchange
Online messages to be routed through the on-premises Exchange organization.
A single Office Outlook Web App URL for both the on-premises and Exchange Online organizations.
The ability to move existing on-premises mailboxes to the Exchange Online organization. Exchange Online
mailboxes can also be moved back to the on-premises organization if needed.
Centralized mailbox management using the on-premises Exchange admin center (EAC ).
MailTips, HD photo support for Outlook contacts, and multi-mailbox search between on-premises and
Exchange Online organizations.
Cloud-based message archiving for on-premises Exchange mailboxes.
For organizations running older or mixed versions of Exchange Server, some hybrid features aren't fully supported
for Office 365 tenants hosted by 21Vianet. Use the following table to learn more about hybrid feature support in
different Exchange deployment scenarios:
Mixed 2013 SP1/2010 SP3 2013 CU5 Yes All, except In-place
eDiscovery/Archiving, OWA
access (see table below)
Mixed 2013 SP1/2010 SP3 2013 SP1 Yes Only manually configured
free/busy
IMPORTANT
Delegate calendar access, when a user or set of users is provided access to another user's calendar, isn't supported in hybrid
deployments with Office 365 tenants hosted by 21Vianet.
Additionally, some Exchange messaging policy and compliance features aren't fully supported in hybrid
deployments with Office 365 tenants hosted by 21Vianet. These features include:
Messaging Records Management (MRM )
In-Place eDiscovery
In-Place Hold
In-Place Archiving
Mailbox auditing
Accessing online archives with Outlook Web App (OWA)
Use the following table to learn more about feature support in different Exchange deployment scenarios:
ON-PREMISES
EXCHANGE MRM (SPLIT OWA ACCESS IN-PLACE MAILBOX IN-PLACE
VERSION ARCHIVE) (SPLIT ARCHIVE) EDISCOVERY AUDITING HOLD/ARCHIVING
All 2010 SP3 Not supported Not supported Supported1 Supported Supported
At least one pre- Supported2 Not supported Not supported Supported Supported
2013 CU5 server
IMPORTANT
The Exchange Server Deployment Assistant is a free web-based tool that helps you configure a hybrid deployment between
your on-premises organization and Office 365, or to migrate completely to Office 365. The tool asks you a small set of simple
questions and then, based on your answers, creates a customized checklist with instructions to configure your hybrid
deployment. We strongly recommend using the Deployment Assistant to configure a hybrid deployment. > For organizations
not wishing to upgrade to or add Exchange 2013 CU5 servers, Exchange 2013 SP1 organizations can configure shared
calendar free/busy sharing between their on-premises and Exchange Online organizations. To configure this hybrid
deployment feature, see Configuring Exchange hybrid deployment features with Office 365 operated by 21Vianet.
Coexistence and Free/Busy Sharing Sharing calendar free/busy information between two or more
on-premises Exchange organizations or sharing between two
21Vianet Office 365 tenants isn't supported. This feature is
coming soon!
Calendar sharing Exchange 2013 SP1 and greater supports manually
configuring Internet calendar sharing with other on-premises
Exchange or Exchange Online organizations. For more details
about configuring this feature manually, see Enable Internet
Calendar Publishing.
Sharing Exchange contact data on Apple mobile devices to the This setting/feature is enabled by default. Administrators
Apple iCloud. should turn this feature off to help prevent users from sharing
Exchange data outside of your organization.
Office
Open an Office application from the File > Open in… button Available. The ability to do so while roaming is coming soon.
Save to OneDrive for Business while signed in with a Microsoft To keep your data within your country, you cannot save a
account document to your organization site (OneDrive for Business)
when you are signed in to Office with a Microsoft account.
Ability to translate text or pages This feature is available, but off by default. Administrators do
have the ability to turn it on, but will get a warning message
indicating that it could make data accessible outside of your
country.
Office client
Manage account (from within the Office client) This feature, and others like it that are intended to go to your
Office 365 portal, currently point to the worldwide Office 365
portal, and you cannot sign in with your Office 365 operated
by 21Vianet account. This is a known issue that is being fixed.
In the meantime, you can use the URL
https://portal.partner.microsoftonline.cn/ to sign into your
account and manage settings from there. For more
information, see Manage your Office 365 Pro Plus account for
Office 365 operated by 21Vianet.
OneNote
Live Search (ability to search in online notebooks that are not Not available.
opened in the client)
Integration with Mac and iOS platform smart look up service Not available.
Domain providers to support Skype for Business You will need to register your domain with a Chinese-specific
domain provider that supports SRV records. For more
information on how to register domains, see Find your domain
registrar or DNS hosting provider.
Dial-in conferencing (the ability to add telephone access to You may see options in Skype for Business and in the Skype
meetings for users who can't get to a computer) for Business Admin Center for Dial-in conferencing and
providers, but these features are not yet available. They are
coming soon.
Skype for Business desktop help You can find help for Skype for Business desktop here.
However, desktop help is not available from the product
unless you are using Office Click-To-Run.
Ability to join a meeting from your calendar when you're using Coming soon. In the meantime, you can open Skype for
a Samsung-based device with Google Chrome Business, go to the Meetings view, and join the meeting from
there.
Desk Phone Devices like Polycom, Ares, and Tanjay Not available.
Voice features, such as voice mail, ability to make and receive Not available. These features require syndication partners.
calls from PSTN numbers, call transferring, call forwarding
Archiving, or ability to tag a user and archive that user's emails Not available.
and IMs in Exchange
Skype for Business Web client (LWA) browser support for Not available, but you can use an older version of Firefox.
Firefox 29
Unified Contact Store (UCS) The ability for users to keep all of their Skype for Business
contact information in Microsoft Exchange Server 2013 is
disabled.
NOTE
This article applies to Office 365 operated by 21Vianet in China.
3. At the top right-hand corner of the page, under the navigation bar, select Purchase.
4. On the Purchase subscriptions page, you'll see the different plans that you can buy. The plan that you've
been trying is identified by the In Trial banner.
IMPORTANT
If you purchase a different plan from your trial plan, you have to reassign your licenses from your trial plan to your
new plan (before your 90-day grace period ends after your trial plan expires) in order to retain your data, accounts,
and configuration. Otherwise, you will lose your data, accounts, and configuration.
5. Select the subscription that you want to purchase and then select Buy now.
6. Follow the steps to check out.
Add subscriptions or add-ons to an existing Office 365 account
1. Go to Admin > Purchase services.
2. Click Buy now next to each service that you'd like to purchase, and then click Check out.
3. Follow the instructions to complete your purchase.
Payment options
You can pay for your subscription by:
Invoice
Online payment using Alipay or China UnionPay
Proof of payment will be provided in the form of Fapiaos. You can submit your Fapiao request to our Fapiao
system about three (3) days after you have paid. For more information, see Apply for a Fapiao for Office 365
operated by 21Vianet.
NOTE
International credit cards are not accepted.
View your bill or get a Fapiao in Office 365 operated
by 21Vianet
7/5/2019 • 2 minutes to read • Edit Online
You can view your billing statement or invoice for information about your Office 365 operated by 21Vianet
subscription charges. You can also obtain a Fapiao (your final proof of purchase). You can submit your Fapiao
request to our Fapiao management system about three days after you have paid.
To view, print, or save a PDF copy of the invoice, choose View Invoice (.pdf ).
To request a Fapiao, choose Get Fapiaos.
NOTE
You need a registered account to access the fapiao management system. If you haven't already set up an account,
see Apply for a Fapiao for Office 365 operated by 21Vianet.
Apply for a Fapiao for Office 365 operated by
21Vianet
7/5/2019 • 3 minutes to read • Edit Online
You can submit your Fapiao request to the 21Vianet Fapiao management system about three days after you have
paid. After you submit your Fapiao request, it will be processed in two days.
3. After your registration is complete, the system will send an activation email message to your email address.
Open the email message and click the link to activate your account.
NOTE
The payment system is on a third-party platform and takes three days to synchronize the order and payment record.
3. Select the Fapiao type, enter the required information, then choose Next.
NOTE
For a normal VAT Fapiao, you only need to enter the buyer's name.
If necessary, you can apply for a Fapiao with different a title. However, you can only apply one Fapiao title for one
bill in the system. If you want to split the Fapiao into different amounts or titles, please submit your request in the
Admin center.
The next time you apply for a Fapiao, the system automatically presents the previous Fapiao information.
If you need a purchase certificate or a refund, the payer name and the Fapiao title must match.
4. Select a shipping method and enter the mailing information. You can choose Yunda or SF (freight collect).
You can also go to the 21Vianet Shanghai branch to get the Fapiao. Choose Next.
When Fapiao is out of use, the system will display a notice, and will indicate the expected time to issue the Fapiao.
FAQs
What services can I get from online support?
You can check the progress of your Fapiao request, and find out why you haven't received the Fapiao.
If you want to change the Fapiao title, please send the Fapiao back to us and we will reissue the Fapiao. You can
submit the request through the Admin center.
3. If you forgot your login email address, please contact 21Vianet customer service at (86) 400-089-0365.
How do I find my order ID?
1. Log in to https://portal.partner.microsoftonline.cn.
2. Choose Billing > Bills.
3. Choose the month of the invoice you want, then choose View. The order ID is displayed.
While our goal is to deliver all commercial features and functionality to customers in China with our Azure
Information Protection for Office 365 operated by 21Vianet offer, there is some missing functionality that we'd like
to highlight.
These are the existing gaps between Azure Information Protection for Office 365 operated by 21Vianet and our
commercial offerings as of July 2019:
Information Rights Management (IRM ) is supported only for Office 365 ProPlus (build 11731.10000 or
higher). Office 2010, Office 2013, and other Office 2016 versions are not supported.
Migration from Active Directory Rights Management Services (AD RMS ) to Azure Information Protection is
currently not available.
Sharing of protected emails to users in the commercial cloud is supported.
Sharing of documents and email attachments to users in the commercial cloud is currently not available.
This includes Office 365 operated by 21Vianet users in the commercial cloud, non-Office 365 operated by
21Vianet users in the commercial cloud, and users with an RMS for Individuals license.
IRM with SharePoint (IRM -protected sites and libraries) is currently not available.
The Rights Management Connector is currently not available.
The Mobile Device Extension for AD RMS is currently not available.
The new Microsoft 365 admin center is built for IT teams as a simplified way to manage your Microsoft
365 and Office 365 services. The admin center provides a tailored experience based on the unique needs
of your role or organization, improves efficiency for everyday tasks, and provides actionable insights that
help you make data-driven decisions to deliver a better experience for your users.
The Microsoft 365 admin center is the common entry point for all Microsoft 365 and Office 365 admins
and can be accessed at https://admin.microsoft.com. Specialist workspaces, like Security or Device
management, allow for more granular control. For more information about how the admin centers will
work together, see What about the specific types of IT roles and other workspaces like Security, Device
Management, or Exchange? later in this article.
As new features become available in the Microsoft 365 admin center, you'll be able to opt in to the
preview and share your feedback with Microsoft so that we can continue to improve the admin
experience. If you opt in to the preview, there will be no impact to your users, and you can switch back to
the classic admin center at any time. What's new in the NEW Microsoft 365 admin center
NOTE
Targeted release admins will have first access to new features in preview. New features in preview will then roll out
to all admins. This means that you may not see the preview or it may look different than what is described in help
articles. To be among the first to see new features, see Participate in the preview, below.
While in preview, you can give Microsoft feedback about your experience by selecting Give feedback
right next to the Need help? button at the bottom of every page. Tell us what you like and what we could
do better. In addition, you may get pop-up surveys from time-to-time asking about your overall
impressions or a particular experience that's newly released. You can also give feedback at the end of this
article by clicking Was this information helpful?
If you want to be an early adopter in the preview, you'll need to turn on Targeted release, and then when
the preview is available you can switch to the preview to check it out and provide feedback.
NOTE
Access to the preview will be rolled out to all Microsoft 365 admins. Admins who are in the Targeted release group
in their organization will get the preview first. Being in Targeted release does not guarantee you will see the toggle
immediately, but you will get it sooner than those in Standard release.
We're continuously adding new features to the Microsoft 365 admin center, fixing issues we learn about, and
making changes based on your feedback. Take a look below to see what's available for you today.
TIP
Interested in what we're currently working on and plan to release soon? Check out What's next for the Microsoft 365 admin
center.
June 2019
Featured feedback request - Dark mode
Viewing the admin center in dark mode is in preview! You can test it out on the Home page only right now. On the
Home page, the Dark mode button is in the command bar next to the What's new link.
Roles management
At the end of June we started rolling out new way to manage admin roles. When it's available for you, go to Roles
> Roles. Until then, take a look - it's awesome!
This new experience makes it easier to see who has admin permissions and to assign roles that grant the right
level of access to your admins. And we also added more roles from Azure AD so that you don't waste time going
to multiple admin centers. What else can you do here?
Export a list of all admins in your org who are assigned Azure Active Directory roles in Microsoft 365.
View all admins assigned to a specific role, add or remove admins from a specific role, search for roles by name
and keyword, and learn more about what each role allows a user to do.
Quickly search for a specific role and create filters.
Payment method
We've updated how you pay for your subscriptions. Go to Billing > Bills & payments > Payment methods.
You can see your payment methods in a list view. Select any item in the list to remove it, edit it, and easily see
which subscription that payment method is associated with.
Setup page
There's a new way to setup your org, turn on features, and see your dismissed recommendations. It's only
available to organizations that have these subscriptions: Microsoft 365 for Campaigns or Microsoft 365
Business. In the menu pane, go to Setup to check it out.
May 2019
May's featured fix - Case sensitivity
Now when you search for shared mailboxes, contacts, resources, and mailbox permissions, your search terms don't
have to be case-sensitive.
User and group management This month, we updated Block user, Reset password, Contacts list view,
Groups list view, and the Groups details pages to the new admin center style.
With the new Groups list view, you get richer data about your groups, and you can customize the way you see
your data -- and the groups list remembers how you want to see your data. For example, you can now filter on
Groups with Teams to see if your groups are part of a Team and you can add the Teams status column.
The groups list also brings with it all the improvements we made to the list experience in user management,
including quick actions and the contextual command bar.
Recommendations
You might see a new recommendation pop-up in your admin center - we just added 4 new ones. Of course, you'll
only see recommendations if we think it will benefit your organization. But don't wait until we show you the
recommendation - you can add it from the card library.
Password expiry - We recommend that passwords get set to Never expire. And if your org has a different
setting, you might just see this recommendation.
Too many global admins - Because having too many global admins is a security threat, if you have more than
4 global admins, you'll see this recommendation. We suggest giving users only the access they need to get their
job done.
Intune device protection - If your licenses include Intune and we detect that you either haven't finished
setting up Intune or enrolled your devices, we'll recommend that you create an Intune policy to protect your
organization's files when users access them from their mobile devices.
Get monthly Office feature updates - We've gotten feedback from our very small customers that when they
get monthly Office feature updates, their users are happier. So, if you're a very small business and you're
currently get your Office feature updates every six months, you'll see this recommendation.
Settings
As for settings, there have been quite a few changes. Mostly, just updating the existing settings to the new admin
center style. As we're moving forward and add new settings that you've never seen before, we'll start mentioning
them here. And we've got one-whole setting to announce: Modern authentication. Yes, there is a new setting to
turn on Modern authentication! To check it out, go to Settings > Services & add-ins > Modern
authentication.
April 2019
Things are looking great for the admin center. We've been reading your feedback and suggestions, answering
most of them, and really taking all you have to say to heart. Of course, we're still doing the work to make sure
everything is up to parity with the old admin center. And please remember - as we roll out new features, you might
not get it right away.
Featured feature - Add users
For April, we're featuring the Add user wizard that walks you through...wait for it...adding users. It's a step-by-step
to add the user's basic info like email and display name, assigning a license and a role, adding their contact
information, and then reviewing the user's account before you commit. Why did we make this change? We
heard your feedback that you didn't like the nearly infinite scroll to add users in the previous experience.
We've made a few more changes to user management, here's a quick list:
The Manage roles pane has been updated to the new style and is accessible. We've also updated the Block
user and Delete user panes to the new style.
Manage product licenses changed position in the command bar.
Changing a user's photo is now easier. In Active users select a user, and then Change photo under their
picture.
But wait! There's more...
There's a new setup banner on the Home page that you'll see if you haven't finished the set up steps, like
adding a domain, adding users, and downloading the Office apps.
The Group list and details pane have been updated to the new style. Go to Groups > Groups to view the
changes.
Speaking of groups, we've also added a Microsoft Teams tab to the groups details pane where you can
turn any Office 365 group into a Team. To "teamify" a group select any Office 365 group from the list,
select the Microsoft Teams tab, and then Create Team. If the group is already a Team, you'll get a link
to manage it from the Teams admin center.
Finally, you can add the Teams status to the groups list. On the column header, select Choose
columns > Teams status > Save.
New limited admin roles - We've release some new admin roles so that you can give users only the access
they need.
Kaizala admin: Users in this role have permission to perform all management tasks within Microsoft
Kaizala, including create and manage users in Kaizala directory, manage Kaizala groups, manage action
cards and connectors, and create service requests.
Search admin: Users in this role have full access to all Microsoft Search management features in the
Microsoft 365 admin center. Search admins can delegate the Search admin and Search editor roles to
users, and create and manage content, like bookmarks, Q&A items, and locations. Additionally, these
users can view the message center, monitor service health, and create service requests.
Search editor: Users in this role can create, manage, and delete content for Microsoft Search in the
Microsoft 365 admin center, including bookmarks, Q&A items, and locations.
There's a bonanza of Billing changes this month...
You can now update the CVV for existing credit cards without having to delete it and add it again. You
can update the CVV by going to Bills > Payment methods.
We've made it easier to locate your Invoices and understand any billing issues your account may be
having. And now you can see your Bills in the web browser instead of having to download the PDF. Go
to Bills > Invoices.
On the Products & services page, we now aggregate your subscription information if you've got
multiple subscriptions of the same type.
We do have one change to the Billing & subscriptions area that we'd like to mention. I mean, y'all didn't think we
were done with improving it, did you? Because we're not! In fact, this month we added added the ability to manage
your partner relationships to Billing > Billing accounts. From here you can review your partner relationships
across Advisor, CSP, and Indirect resellers. You can also accept new partner relationship requests, including
delegated admin permissions.
As always, your feedback is important to us, so keep it coming! On any page in the admin center, you can give
feedback by selecting Give feedback in the bottom-right, next to Need help?
December 2018
Services & add-ins - In October we updated Settings > Services & add-ins with our new design style, but
all of the settings pages were still in the classic style. This month, we've started updating the actual settings to
the new design. Check out Bookings to see the new look.
User management - Manage username, alias, primary email address.
We've added two Home cards to the library. You can read their full descriptions in the library.
Intune Device enrollment
Domains
Recommendations - You might see a new recommendation pop-up in your admin center. Of course, you'll
only see recommendations if we think it will benefit your organization. But don't wait until we show you the
recommendation - you can add it from the card library.
Protect sensitive info - We recommend creating a data loss prevention (DLP ) policy to detect when
items containing sensitive info are shared with people outside your organization.
November 2018
The Search box is back! And we moved it slightly. It's still at the top of the Home page, but it's now on the
right-side of the page near the Add card button.
We've added cards for the dashboard. Just go to the admin center and select Add card to see the new
cards:
Office 365 Active users report - Monitor the usage of the Office 365 services you've purchased.
Office 365 software - Install or deploy Office 365 ProPlus software and see how many licensed users
have activated it.
Azure Active Directory - Gives you quick access to common Azure AD tasks like self-serve password
resets, customizing sign-in, and adding apps.
The Export users quick task has been added to command bar on the Active users page.
Purchase services has additional enhancements for November. And they are ALL good! To get there, go to
Billing > Purchase services.
1. At the top of the page, you can pivot between Business and Education plans. That will help you find
what you're looking for.
2. We added a search box so you don't have to scroll endlessly to find what you're looking for.
3. Finally, we logically sorted the plans you can purchase into sections that you can expand and
collapse. Don't need purchase any of the Office apps and services? Collapse that section and focus
on Microsoft 365 plans.
October 2018
There's a new way to buy subscriptions in the Microsoft 365 admin center. Go to Purchase services to see
the completely redesigned shopping experience that makes it easy to search, compare plans, and other
great new features that helps make purchasing a subscription easier.
The Services and add-ins page has been updated to the new look and feel, but everything else works
exactly the same. Of course, you should check out the command bar to see what new things you can do, like
filtering and changing the list to compact view. In the navigation pane, go to Settings > Services & add-
ins to check it out.
September 2018
Home improvements The Home page has been completely re-done and we can't wait for you to try it out
and see what you think. This is your personal Home page and you won't affect the Home pages of other
admins in your organization.
You can add, remove, and move home page cards around the Home page. Click + Add card in the
top right corner to see which cards are available in the card library, and then drag them anywhere on
the Home page. Don't like where it landed? Click and drag it to where you want it. You don't even
have to save any more.
Take organization to the next level by grouping cards into sections. We've created two default
sections for you: Basics and Devices and updates. Very soon, you'll be able to add, remove, and
rename sections to design a Home page that works for you.
Most of the cards are informative and actionable, which means that you'll be provided with just-in-
time information to help you do your daily tasks faster and smarter.
The navigation pane has been re-organized and you can customize it for your quick tasks. Just select
Edit from the bottom of the navigation pane to start customizing.
Billing You'll probably notice some of the biggest changes to the Microsoft 365 admin center in the Billing
section. You can manage subscriptions and apps you've bought from Microsoft or another vendor, including
new experiences for inventory management, order history, payment methods, and invoicing.
Subscription management has been redesigned to give you a new inventory management
experience for more product types including apps, software, and add-ins. It's now called Products &
services to better reflect the support for new product types being added. You can now choose to
have a card or table view of the products and services, and you can search and filter to quickly find
what you're looking for.
It's now easier than ever to assign a product license to your users. Select your purchased product
and then you can assign the product. You can also see which users have already been assigned a
particular product.
Switch plans is now called ** Upgrades ** and finally the subscription upgrades happen behind the
scenes so you don't have to watch the upgrade complete. Lastly, there is no longer a license
limitation on upgrades.
User management We've made a lot of changes to user management to help you get your work done
faster. We've updated the ** Active users ** page and the user's details pane. Here's some of the more
awesome changes:
There's a new design and new layout to the Active users page. Don't like the way the list looks?
Select Change view (next to Filter) and you can change the list from Normal list to Compact list.
Compact list is especially helpful if you've got a lot of users in your organization.
The command bar (where Search lives) is dynamic and the list of actions will change depending on
the number of users you've selected: no users, one user, or multiple users. You'll also see how many
users you have selected next to Search.
You can perform quick tasks like resetting passwords for single or multiple users directly from the list
view.
The User's details and settings are now organized by the following tabs: Account, Devices,
Licenses, Apps, Mail, and OneDrive. Previously, many of these settings were located across
multiple screens.
Stay on top of Office 365 changes
7/10/2019 • 2 minutes to read • Edit Online
With Office 365, you receive new product updates and features as they become available instead of scheduled
updates that are months or years apart. As a result, you and your users will routinely experience new and
improved ways to do your job rather than a costly and time-consuming company-wide upgrade. The challenge
with such a model is keeping up with the changes and updates. Here are a few ways that you can stay on top of the
Office 365 updates in your organization.
Message center Learn about official service Sign in to the admin center or admin
announcements and feature changes. mobile app. Choose Health > Message
You can read these messages in the center. Select a message to read or
Microsoft 365 admin center, the admin share.
mobile app, or receive a weekly digest Change the services you see messages
in email. Share these messages with about or opt-in to the weekly digest by
others in your organization when you choosing Edit Message center
see a message someone else should act preferences. This is also where you can
on. You can also use the Service opt-out of the weekly digest.
Communications API to retrieve Overview of the Office 365 Message
messages. Center
Targeted release Sign up for Targeted release for yourself Sign in to the admin center or admin
and a select group of individuals at your mobile app. Choose Settings >
organization. Get the latest Office 365 Organization profile > Release
updates before everyone else and then preferences. Learn more about
inform or train your users on the new Targeted release.
experience.
Roadmap Visit the Microsoft 365 Roadmap to Visit the Microsoft 365 Roadmap
learn about features that have been frequently and learn about planned
launched, are rolling out, are in updates and releases.
development, have been cancelled, or
previously released. The roadmap is the
official site for Office 365 updates and
changes.
Blogs and Community Visit Office Blogs, Microsoft Visit Office Blogs. Visit Microsoft
Community, and Microsoft Tech Community. Visit Microsoft Tech
Community to learn more details about Community.
changes in Office 365 and share
experiences with other users.
NOTE
You need to be a global administrator to make changes to release preferences.
Set up the Standard or Targeted release options in
Office 365
7/5/2019 • 4 minutes to read • Edit Online
With Office 365, you receive new product updates and features as they become available instead of doing costly
updates every few years. You can manage how your organization receives these updates. For example, you can
sign up for an early release so that your organization receives updates first. You can designate that only certain
individuals receive the updates. Or, you can remain on the default release schedule and receive the updates later.
This article explain the different release options and how you can use them for your organization.
IMPORTANT
The Office 365 updates described in this article apply to Office 365, SharePoint Online, and Exchange Online. They do not
apply to Skype for Business and related services. These release options are targeted, best effort ways to release changes to
Office 365 but cannot be guaranteed at all times or for all updates.
For significant updates, Office customers are initially notified by the Microsoft 365 Roadmap. As an update gets
closer to rolling out, it is communicated through your Office 365 Message Center.
NOTE
You need an Office 365 or Azure AD account to access your Message Center through the Microsoft 365 admin center. Office
365 home plan users do not have an admin center.
Standard release
This is the default option where you and your users receive the latest updates when they're released broadly to all
Office 365 customers.
A good practice is to leave the majority of users in Standard release and IT Pros and power users in Targeted
release to evaluate new features and prepare teams to support business users and executives.
NOTE
If you switch from targeted release back to standard release track, your users may lose access to features that haven't
reached standard release yet.
Targeted release
With this option, you and your users can be the first to see the latest updates and help shape the product by
providing early feedback. You can choose to have individuals or the entire organization receive updates early.
IMPORTANT
Large or complex updates may take longer than others so that no users are adversely affected. There is no guarantee on the
exact timeline of a release.
IMPORTANT
It can take up to 24 hours for the below changes to take effect in Office 365. If you opt out of targeted release after enabling
it, your users may lose access to features that haven't reached the scheduled release yet.
Learn more
Discover how to manage messages in your Office 365 Message Center to get notifications about upcoming Office
365 updates and releases.
Message center in Office 365
7/5/2019 • 9 minutes to read • Edit Online
To keep track of upcoming feature releases or issues, go to Message center. That's where we post official
announcements about new and changed features to enable you to take a proactive approach to change
management. Each post gives you a high-level overview of a planned change and how it may affect your users,
and links out to more detailed information to help you prepare.
To open the Message center:
In the admin center, go to Health > Message center.
The dashboard card always displays the last three messages that we posted and links to the full Message center
page.
You can also use the Office 365 Admin app on your mobile device to view Message center, which is a great way to
stay current with push notifications.
Frequently asked questions
QUESTION ANSWER
Who can view posts in Message center? Most users who have been assigned any admin role in Office
365 can view Message center posts. Here's a list of which
admin roles don't have access the Message center. You can
also assign the Message center reader role to users who
should be able to read and share Message center posts
without having any other admin privileges.
Is this the only way Microsoft will communicate changes No, there are many ways that we communicate changes in
about Office 365? Office 365. Message center is the primary way that we
communicate the timing of individual changes. See Stay on
top of Office 365 changes for information about additional
resources.
QUESTION ANSWER
How can I see posts in my language? Message center posts are written in English-only due to the
timeliness of the information we are posting, but you can
control whether, by default, posts are shown in English or are
automatically machine-translated to your preferred language.
And, no matter which default view you choose, you can select
to machine-translate posts to any language we support. See
Language translation for Message center posts for more
details.
Can I preview changes or features before they are rolled-out Sometimes. Some changes and new features can be previewed
to my organization? by opting in to the Targeted release program. To opt-in, in the
admin center, go to Settings > Organization profile >
Release preferences. You can choose Targeted release for
your entire organization, or just for selected users. See
Standard or Targeted release options in Office 365 for more
information about the program.
Can I find out the exact date a change will be available to my Unfortunately, we can't tell you the exact date a change will be
organization? made to your organization. In our Message center post, we
will give as much information as we can on the timing of the
release, based on our confidence level. We understand you
want us to be more specific on timing of releases, and we're
working on improvements to get better with that level of
detail.
Are these messages specific to my organization? We do our best to make sure that you only see Message
center posts that affect your organization. The Microsoft 365
Roadmap includes all of the features we are currently working
on and rolling out, but not all of these features apply to every
Office 365 organization. For example, if a feature is rolling out
only to educational institutions, we will target the Message
center post ONLY to those organizations.
Can I get message center posts emailed instead? Yes! You can select to have a weekly digest emailed to you
and up to two email addresses. If you need to have the digest
go to more than two more people, you can send to an Office
365 group or distribution list. The emailed weekly digest is
turned on by default. If you aren't getting your weekly digests,
check your spam folder. See the Set preferences section of
this article for more information on how to set up the weekly
digest.
How do I stop getting the Message center digest? Go to Message center in the admin center and select Edit
Message center preferences. Set the toggle next to Send a
weekly email digest of my messages to Off. If you also no
longer want to receive email about major updates, set the
toggle next to Send me emails for major updates to Off.
How can I ensure Data Privacy notifications are received by As a global admin you will receive data privacy messages for
the right contacts in my organization? your organization. Additionally, you can assign the Message
Center Privacy reader role to people who should see data
privacy messages. Other admin roles with access to Message
Center cannot view data privacy messages.
COLUMN DESCRIPTION
Checkbox Clicking on the checkbox in the title row will select all
messages currently displayed. Selecting the checkbox next to a
single message will open that message for reading. Holding
CTRL while you select multiple boxes lets you perform bulk
operations on those messages, such as dismissing the
messages or marking them as read or unread.
(No label) Clicking on the X in this column will dismiss the message and
remove it from view. Don't worry, you can get it back by
viewing dismissed messages. In that view, clicking Refresh (
) will restore the message to the active messages view.
Head over to Manage messages in Message center to get more information on the things you can do with
messages.
Major updates
Because Major updates are most impactful to your organization, they are highlighted at the top of the Message
center as shown in this graphic:
Major updates are communicated at least 30 days in advance when an action is required.
Major updates are defined as:
Changes to daily productivity such as inbox, meetings, delegations, sharing and access
Changes to the themes, web parts, and other components that may affect customized features
Increases or decreases to visible capacity such as storage, number of rules, items or durations
Changes to product branding that may:
Cause end user confusion,
Result in changes to help desk processes and reference material, or
Change a URL
A new service or application
Changes requiring an admin action (exclusive of prevent or fix issues)
Changes to where your data is stored
When you open a major update post to read it, you'll see a new gray header that has information specific to this
major update, including the current roll-out status. In the following image, the major update has started Targeted
release, it applies to targeted release customers only, and there are at least 40 days remaining before the feature
moves into general availability.
Set preferences
If administration is distributed across your organization, you may not want or need to see posts about all Office
365 services. Each admin can:
Set preferences that control which messages are displayed in Message center.
Filter messages
Opt-in to receive a weekly digest of messages in email, to make sure you never miss an important post.
To set your Message center preferences:
1. Select Edit Message center preferences at the top of Message center.
2. Make sure that the toggle is set to On for each service that you want to monitor. Click the toggle to change
the setting to Off for the services you want to filter out of your Message center view.
3. Digest emails are turned on by default and are sent to your primary email address. To specify other email
addresses to which the weekly email summary is sent, verify that Send a weekly email digest of my
messages, is On. To stop receiving the weekly digest, change the setting to Off.
Email notification for major updates is a separate control. If you want to receive email notices about major
updates, verify that Send me emails for major updates is On. Change the setting to Off to stop getting
email about major updates.
You can select or deselect your primary email address, but you can't change it. You can enter other email
addresses where you want to have the digest sent. Enter the email address for an Office 365 group or a
distribution list if more than two people should get the digest email.
4. Click Save to keep your changes.
We use machine translation to automatically display messages in your preferred language. Read Language
translation for Message center posts for more information on how to set your language.
NOTE
The weekly digest and any posts that are emailed are sent in English-only. Recipients can use Translator for Outlook to read
the message in their preferred language.
Microsoft 365 is a complete solution that combines Office 365 and Windows 10 with advanced security and device
management. If you already have a subscription and you want to trial or buy a Microsoft 365 subscription, the best
way to do it is through the admin center. The following Microsoft 365 subscriptions are available in the admin
center for you to try or buy now:
Microsoft 365 Business
Microsoft 365 Enterprise E3
Microsoft 365 Enterprise E5
When you add a subscription through the admin center, the new subscription is associated with the same
organization (domain namespace) as your existing subscription. This makes it easier to move users in your
organization between subscriptions, or to assign them a license for the additional subscription they need.
NOTE
If you start a free trial, skip to step 8.
4. If you buy, enter the number of user licenses you need and choose whether to pay each month or for the
whole year, then choose Check out now.
5. Your cart opens. Review the pricing information and choose Next.
6. Provide your payment information, then choose Place order.
7. On the confirmation page, choose Go to admin home. You're all set!
8. Choose to receive a text or a call, enter your phone number, then choose Text me or Call me.
9. Enter the verification code, then choose Start your free trial.
10. On the Check out page, choose Try now.
11. On the order receipt page, choose continue.
Welcome to What's next for the Microsoft 365 admin center! This article will tell you about new and improved
features we're planning and developing so that you can prepare for change.
Because this article is a new experiment in the type of information that Microsoft is making available, here's the
legal disclaimer:
WARNING
The information contained in this article pertains only to the Microsoft 365 admin center and is not a promise of future
functionality nor do we promise that the feature will be released in the time frame we've indicated. In addition, this
information is not a complete list of all features being released. This article might be discontinued or deleted at any time.
Released
For the list of features we've released for the Microsoft 365 admin center, see What's new in the Microsoft 365
admin center.
In the works
Here's a list of features that will most-likely be released soon.
Settings redesign
Settings is being reorganized to have the Services & add-ins, Security & privacy, and Organization profile
settings on a single list page and these settings will be searchable from the list view. Give feedback for settings
redesign
Add user template
You always add a user with the same defaults like assigning licenses and user roles. Create a template to add users
with your org's defaults with just one click.
Give feedback for automated tasks
Simplify multi-factor authentication (MFA )
Ensure you protect your admin accounts by enabling MFA for admins with just one-click.
Give feedback for simple MFA
Bulk management of groups
Adding the ability to manage multiple groups at once.
Give feedback for groups bulk management
Microsoft Teams management
Moving the some of the administrative features for Microsoft Teams management into the Microsoft 365 admin
center.
Give feedback for Teams management
Simplify billing experience
Designing ways to simplify the billing experience, including reducing the number of pages under the billing node.
Give feedback for simple billing
Navigation pane intelligence
The navigation pane will remember and show you the pane in the last state that you left it in. It will also make
frequently used items visible by default.
Give feedback for menu intelligence
Password writeback support
Hybrid customers will have the ability to reset their on-premises user passwords in the cloud. These passwords will
sync back down the the on-premises accounts.
Give feedback for password writeback
Register admin account recovery information
Make sure you don’t get locked out of your account by providing a recovery email and phone number.
Give feedback for account recovery
Phone support
Online support
In-store support
Billing support is provided in English from 9 AM -5 PM (9 AM -6 PM in Australia), Monday-Friday.
Technical support is provided in English 24 hours a day, 7 days a week.
Admins, have your account details ready when you call.
In the United States, call 1 800 865 9408.
In Australia, call 1 800 197 503.
In Canada, call 1 800 865 9408.
In the United Kingdom, call 0800 032 6417.
If your Office 365 or Microsoft 365 Business support phone number isn't listed above, use the
dropdown menu below to choose your country or region.
With every subscription of Office 365 operated by 21Vianet, 21Vianet support provides technical, pre-
sales, billing and subscription support. Support is available both online through the Office 365 operated
by 21Vianet portal, and by telephone for both paid and trial subscriptions.
Authorized administrators can use the Office 365 operated by 21Vianet portal to submit service
requests online and access support telephone numbers. For instructions, see Contact support.
The 21Vianet Office 365 technical support team troubleshoots only those issues that are related to
Office 365 operated by 21Vianet. Issues that originate in customer networks fall outside of the Office
365 support boundaries, and in these cases, customers must work with their networking team for
assistance.
Community and self-service support options
Self-service support is available for all Office 365 operated by 21Vianet users, and includes
troubleshooting tools and videos, help articles and videos, as well as forums and wikis in the Office 365
community. For more self-help resources, see Learn about Office 365 operated by 21Vianet.
Pre -sales support
Pre-sales support for Office 365 operated by 21Vianet provides assistance on subscription features and
benefits, plan comparisons, pricing and licensing, and helps to identify the right solution to meet your
business needs. In addition, pre-sales support can help you find a Partner, and purchase and sign up for
a trial. You can call during local business hours, Monday through Friday. Pre-sales support can be
accessed using the same phone number as with technical support. For instructions, see Contact support.
Billing and subscription management support
Assistance for billing and subscription management issues is available online or by telephone during
China business hours (Beijing Time), Monday through Friday. Billing and subscription management
support can be accessed using the same phone number and online service request process as with
technical support. The support telephone number can be found on the Office 365 operated by 21Vianet
portal. For instructions, see Contact support.
Here are some examples of billing and subscription management issues:
Signing up for a trial or purchasing a subscription
Converting from a trial subscription to a paid subscription
Understanding the bill
Renewing a subscription
Adding or removing licenses
Canceling a paid subscription
Technical support
Technical support for Office 365 operated by 21Vianet subscriptions provides assistance with basic
installation, setup, and general technical usage. Some examples of these issues are listed in the following
table.
NOTE
You can learn how to contact technical support here: Contact support. Technical support does not include
troubleshooting third-party services or add-ins. Learn about finding answers from other customers in the
Community.
Sev C (Non-critical) The situation has minimal business How to set user password
impact. The issue is important but that never expires.
does not have a significant current User can't delete contact
service or productivity impact for information in Exchange
the customer. A single user is Online.
experiencing partial disruption, but
an acceptable workaround exists.
Sev A 2 (Critical) Initial Response: 1 hour or less; Provide solid business impact
Follow up: continues effort until statement (see the severity A
problem resolution. description and examples above);
Allocate resource to ensure
continues collaboration with
21Vianet customer support agent
for the joint investigation and
necessary communication; Provide
accurate contact information and
ensure reliable communication
throughout the service request
lifecycle.
1
1 If the customer cannot provide required resource or make response for collaboration with 21Vianet
customer support agent investigation in reasonable time, 21Vianet support team may lower down the
severity level of a service request.
2 SeverityA is only available to customers who had signed an advanced online service agreement with
21Vianet through a sales account manager. Severity A is available only for technical support. For billing
and subscription management support, the highest severity level is B.
Technical support working hours
Severity A: 24*7 continuous service
Severity B/C: 9:00 ~24:00 (Beijing Time) a day, 365 days.
Contact support
NOTE
Assisted support options are for admins of Office 365 subscribed organizations only. If you use Office 365 but
you're not an admin, you can still get support in the community forums, or by contacting your admin.
This article applies to customers of Office 365 Germany, which has domains ending onmicrosoft.de. For
more information, see Learn about Office 365 Germany.
As an admin for Office 365 Germany, you get free access to our knowledgeable support agents for help
resolving technical issues, as well as for pre-sales, account, and billing support. You can also contact us
on behalf of Office 365 Germany users in your organization.
NOTE
All of the support options below are for Microsoft Cloud Germany. For more information about how Microsoft
uses the data that you provide when you contact Microsoft Office 365 support, please see the privacy statement.
All other markets within the +49 69 380 789 305 Billing Support: German: Mon-Fri 9-
European Economic Area 5 Berlin(UTC+1) English: Mon-Fri 9-
5 Berlin (UTC +1) Technical Support:
German: 24 hours a day, 7 days a
week English: 24 hours a day, 7
days a week Telephone support is
available via international call to
Germany. International call charges
apply. Call charges can be avoided
by submitting a support ticket
through the Microsoft 365 admin
center.