M365 Playbooks

Topics

Each topic follows the same lifecycle: plan, prepare, deploy, maintain, refine. Programs use the stages they need; feature deployments are a single playbook.

Programs

Several playbooks across the lifecycle

  • Purview

    Program

    Data loss prevention

    Decide what counts as sensitive, roll out DLP without breaking work, and keep it accurate enough to be worth the alerts.

    1. Plan
    2. Deploy
    3. Maintain
    4. Refine

  • Teams · SharePoint

    Program

    Microsoft Teams workspaces

    Decide when a Team is the right tool, set one up that works, and keep it healthy without sprawl.

    1. Plan
    2. Deploy
    3. Maintain

  • Purview · SharePoint · Teams · Exchange

    Program

    Sensitivity labels and label policies

    Design labels and the policies that publish them, test them against how people really work, roll them out in phases, keep them accurate, and automate them.

    1. Plan
    2. Prepare
    3. Deploy
    4. Maintain
    5. Refine

  • Microsoft 365 apps · Teams · SharePoint

    ProgramComing soon

    Accessible Microsoft 365

    Make accessibility part of how documents, meetings and sites are created, and keep content accessible over time.

    1. Plan
    2. Deploy
    3. Maintain

  • Purview

    ProgramComing soon

    Audit and eDiscovery readiness

    Get ready for audit and legal requests before they arrive: roles, retention of logs, and a tested eDiscovery process.

    1. Plan
    2. Deploy

  • Entra ID

    ProgramComing soon

    Conditional Access and MFA

    Design Conditional Access policies, roll out MFA in rings, keep policies working, and move to phishing-resistant, risk-based access.

    1. Plan
    2. Deploy
    3. Maintain
    4. Refine

  • Entra ID · SharePoint · Teams

    ProgramComing soon

    External collaboration

    Decide how people work with guests and partners, roll out sharing safely, and review external access before it piles up.

    1. Plan
    2. Deploy
    3. Maintain

  • SharePoint · OneDrive

    ProgramComing soon

    File share migration

    Decide what moves, what stays and what goes, then move file shares into SharePoint and OneDrive without losing work.

    1. Plan
    2. Deploy

  • Purview

    ProgramComing soon

    Insider risk management

    Plan insider risk management with HR, legal and privacy, pilot policies, and run triage sustainably.

    1. Plan
    2. Deploy
    3. Maintain

  • Copilot · SharePoint

    ProgramComing soon

    Microsoft 365 Copilot

    Get ready for Copilot, pilot it with evidence, keep it safe and useful, and grow the value it delivers.

    1. Plan
    2. Deploy
    3. Maintain
    4. Refine

  • Entra ID · Exchange · Purview · SharePoint · Teams

    ProgramComing soon

    Microsoft 365 security baseline

    Choose a security baseline for the tenant, apply it without breaking services, and catch configuration drift.

    1. Plan
    2. Deploy
    3. Maintain

  • SharePoint · Purview

    ProgramComing soon

    Oversharing and permissions hygiene

    Find where content is overshared, fix it without stopping collaboration, and keep permissions from drifting.

    1. Plan
    2. Deploy
    3. Maintain

  • Entra ID

    ProgramComing soon

    Privileged access

    Decide who holds admin roles, move to just-in-time access, and review admin access on a schedule.

    1. Plan
    2. Deploy
    3. Maintain

  • Purview

    ProgramComing soon

    Retention and records

    Decide what to keep and for how long, roll out retention without losing work, and run disposition you can defend.

    1. Plan
    2. Deploy
    3. Maintain
    4. Refine

  • SharePoint

    ProgramComing soon

    SharePoint intranet

    Plan, launch and run a SharePoint intranet with a home site, hubs and owners who keep it current.

    1. Plan
    2. Deploy
    3. Maintain
    4. Refine

Feature deployments

One playbook to switch on a feature well

  • SharePoint · OneDrive

    Feature deployment

    SharePoint version history limits

    Switch on automatic (intelligent) version history limits so storage stops growing with old versions, while people keep the versions they actually restore.

  • Loop · SharePoint

    Feature deploymentComing soon

    Loop workspace governance

    Turn on Loop with the controls you need: who can create workspaces, where content lives, and how it is retained.

  • SharePoint

    Feature deploymentComing soon

    Microsoft 365 Archive

    Archive inactive SharePoint sites to cut storage costs while keeping them searchable for admins.

  • OneDrive

    Feature deploymentComing soon

    OneDrive known folder move

    Move Desktop, Documents and Pictures into OneDrive so work is backed up and follows people between devices.

  • Entra ID

    Feature deploymentComing soon

    Self-service password reset

    Let people reset their own passwords securely so the service desk stops handling routine resets.

  • Teams · OneDrive

    Feature deploymentComing soon

    Teams meeting recording expiration

    Set how long meeting recordings are kept so they stop piling up in OneDrive and SharePoint.

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