Knowledge Base
Find answers to common questions and learn more about our services
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
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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
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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
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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
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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
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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
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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
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SharePoint external sharing policy tiers
## Overview
External sharing enables collaboration but is a common auditor focus. Layer **site**, **tenant**, and **conditional access**.
## Tiers ex...
microsoft-365-collaboration
msp
seed-library
Jan 29, 2024
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Planner vs Tasks vs Loop for client task tracking
## Overview
Microsoft offers overlapping task tools. Pick per workflow to reduce shadow Asana/Trello.
## Planner
Team buckets, visual boards; good fo...
microsoft-365-collaboration
msp
seed-library
Jan 28, 2024
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Defender for Office 365 Safe Links and Attachments
## Overview
Safe Attachments detonates files; Safe Links rewrites URLs. Together they sharply reduce phishing impact.
## Policy tiers
Build **at leas...
microsoft-365-collaboration
msp
seed-library
Jan 27, 2024
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Purview sensitivity labels: starter rollout
## Overview
Labels classify and protect documents and emails. Start small to avoid user fatigue.
## Phase 1
1. Define **3–5 labels** max (Public, Int...
microsoft-365-collaboration
msp
seed-library
Jan 26, 2024
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Exchange Online archive and litigation hold basics
## Overview
Archiving and holds protect data for legal and regulatory needs—but increase storage cost and complexity.
## Concepts
- **Archive mailbox...
microsoft-365-collaboration
msp
seed-library
Jan 25, 2024
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