Knowledge Base

Find answers to common questions and learn more about our services

Conditional Access: require MFA for all users

## Overview Enforcing MFA via Conditional Access (CA) is the highest ROI identity control for most tenants. Plan exclusions carefully. ## Policy patt...
identity-access-management msp seed-library
Feb 10, 2024 Read more →

Microsoft 365 service health comms to clients

## Overview Outages erode trust unless you communicate proactively with facts, not speculation. ## Process 1. Subscribe internally to **service healt...
microsoft-365-collaboration msp seed-library
Feb 9, 2024 Read more →

Addressing throttling during large migrations

## Overview Cross-tenant and large mailbox moves hit Microsoft **throttles**. Planning beats firefighting. ## Strategies - Use vendor **migration** t...
microsoft-365-collaboration msp seed-library
Feb 8, 2024 Read more →

SMTP AUTH deprecation: scanning and printers

## Overview Microsoft disables basic auth for SMTP AUTH broadly. Legacy scanners need modern alternatives. ## Remediation plan 1. Inventory devices w...
microsoft-365-collaboration msp seed-library
Feb 7, 2024 Read more →

Dynamic distribution groups maintenance

## Overview DDGs automate membership via filters—great until attributes drift and mail goes to wrong people. ## Hygiene tasks 1. Document filter LDAP...
microsoft-365-collaboration msp seed-library
Feb 6, 2024 Read more →

Retaining Teams meeting recordings policy

## Overview Teams recordings may contain PII and trade secrets. Align **retention**, **sharing**, and **transcription** controls. ## Policy elements...
microsoft-365-collaboration msp seed-library
Feb 5, 2024 Read more →

Microsoft 365 backup: what native tools do not cover

## Overview Microsoft operates shared responsibility: **availability** is strong; **accidental deletion, ransomware, and long-term legal holds** often...
microsoft-365-collaboration msp seed-library
Feb 4, 2024 Read more →

Mailbox delegation vs Send As: when to use which

## Overview Delegation lets User A open/manage User B’s mailbox; Send As sends **as** another identity. Confusion causes compliance violations. ## De...
microsoft-365-collaboration msp seed-library
Feb 3, 2024 Read more →

Migrating public folders to shared mailboxes

## Overview Legacy public folders are costly to maintain. Migration batches reduce mailbox risk. ## Assessment Inventory folder size, item count, cli...
microsoft-365-collaboration msp seed-library
Feb 2, 2024 Read more →

Teams Phone resource account setup reminders

## Overview Auto attendants and call queues use **resource accounts** with special licensing. Mis-licensing breaks voice routing. ## Checklist 1. Cre...
microsoft-365-collaboration msp seed-library
Feb 1, 2024 Read more →

Copilot licensing and data boundaries overview

## Overview Copilot for Microsoft 365 processes tenant content under specific terms. Clients need plain-English reassurance and technical truth. ## S...
microsoft-365-collaboration msp seed-library
Jan 31, 2024 Read more →

Power Platform environment strategy for SMB

## Overview Default environment sprawl creates data leakage. Use dedicated environments per risk tier. ## Recommended - **Production** default locked...
microsoft-365-collaboration msp seed-library
Jan 30, 2024 Read more →