M365 PlaybooksFind yours
Start from the situation you are in. Each one leads to the playbook that handles it.
Operations
- Our Team has been running for a year, and nobody is sure who still needs access or which channels are still used. Maintain: Keep a Team healthy
- Someone has asked for a new Team, and nobody has checked whether a Team is what they actually need. Govern: Decide if a Team is the right tool
- We're setting up a new Team and every department wants private channels. Deploy: Set up a Team that works
Security Management
- The sensitive data categories are agreed, and now DLP has to go live without blocking people who are doing legitimate work. Deploy: Roll out DLP without breaking work
- We need data loss prevention, but nobody has agreed which data actually matters or how much friction people will accept. Govern: Decide what counts as sensitive