Microsoft 365 administration: Configure your admin portal

That is the primary in a collection of articles on the right way to carry out Microsoft 365 administration with recommendations on configuration, insurance policies, and settings.

For this collection on Microsoft 365 administration, our base license might be Microsoft 365 E5, however any of the Microsoft 365 licenses or others within the Workplace Enterprise licensing construction can even discover it helpful with sufficient similarities that the step-by-step directions will nonetheless be useful. On this collection, we’re going to start out on the level after you’ve carried out your preliminary migration, have your domains and customers in place, and doubtless have migrated and are a minimum of utilizing e-mail. From right here we start our admin adventures. As we go alongside, we’ll deep-dive into every of the portals and display configuration, coverage, and settings. Since Microsoft 365 is large and complicated, a few of these will be fairly buried. However we’ll be digging in deep.

Most admin generalists proceed to make use of the portal as they advance their abilities, maybe including a small quantity of PowerShell right here and there. Directors who’re targeted on particular topic issues inside Microsoft 365 tend to use more PowerShell. The place applicable, I’ll level out the GitHub places the place you could find accompanying PowerShell scripts to discover. I discover it helpful to start out from the admin portals and for a deeper understanding of the function set then transfer into PowerShell for routine or repetitive actions.

Customise the Microsoft 365 administration portal

The very very first thing I’m going to let you know is that you should save the URLs for the varied consoles in Microsoft 365. There are too lots of them to be wading by way of the menu construction to search out. All through this tutorial, I’ll point out the URL. Save these, pin them, make them simple to get again into later.

Once you first log into the admin portal, you might be confronted with a fairly boring display that accommodates stuff you don’t must see and is lacking issues which may make your expertise a bit higher. So, the primary process is to arrange our portal. We’re going to click on on the configuration elements subsequent to every crimson dot I’ve positioned within the determine under.

Microsoft 365 admin console

First, let’s clear up what’s on this display. To eliminate the large banner that wishes us to put in Workplace click on on the … subsequent to the phrases Go to setup and select Don’t remind me once more.

Microsoft 365 Administration

That instantly removes the large banner! As an administrator we don’t should be reminded to put in Workplace. Now let’s do the identical for the playing cards titled “Office 365 software and billing.” Once more, click on the … and this time choose Take away. If retaining monitor of billing is a part of your job, then go forward and hold it.

Microsoft 365 Administration

Now we need to add some playing cards that can comprise helpful info or shortcuts for us. Click on the Add card choice on the high proper of the window. There are fairly a couple of playing cards to select from. Select those that symbolize your position greatest. I like to recommend including the Message Middle and Service Standing on the very least. These two playing cards will hold you knowledgeable of what’s arising and what’s taking place now.

Now drag them to rearrange them to your liking. When you’ve executed that, you now have a customized configured admin console that represents your job position. What a distinction just some clicks could make!

Microsoft 365 Administration

Choose new admin middle?

The most typical query I get concerning the admin portal is whether or not or not you must choose new admin middle. I all the time do as a result of the newest updates are coming to the admin middle whether or not you suppose you need it to vary or not. I determine that I could as properly have essentially the most time potential to get used to the modifications so I hold it on. I hate surprises that simply present up. If a change isn’t working for you or you possibly can’t discover the place one thing went to, you possibly can flip that forwards and backwards with out harming something.

There’s one final crimson dot from the primary determine that we haven’t clicked on but — the gear icon. Click on that one now and choose notification settings. Oddly, we aren’t going to get an choice to cope with notification settings however we’re going to discover the PIN code that we’ll want ought to we determine to name help sooner or later. I discover that it’s not apparent the place to search out this. So maybe add this to your documentation so that you aren’t struggling to search out it throughout your hour of want.

support PIN code

Get service well being notifications

Above, we’ve added the cardboard for service well being. Microsoft sends out alerts from the datacenter to let you realize if something is going on relating to their means to supply any of the functions or providers. These notifications will now present up on the entrance web page of your admin console. However let’s face it, we’re not observing that web page too typically. We could be doing our job in PowerShell or working in a distinct portal. So, we’d like these notifications to be delivered to us not simply right here but additionally the place we usually tend to see them.

Within the service well being card, click on on one of many notifications. This can take you into the service well being portion of the admin console. (We may have additionally clicked on the service well being menu merchandise within the left column to get to this similar place.)

health preferences

Right here we’re going to click on on Preferences, which is able to open the choice blade. That is the place you possibly can select to ship well being notifications to your e-mail deal with. By default, each sort of well being notification is checked. If there are areas that aren’t beneath your accountability, you would possibly need to uncheck these. Save your preferences if you find yourself completed making your choices.

Microsoft 365 Administration

The opposite means that we are able to obtain notifications is by way of Twitter. Microsoft has a Twitter account known as @MSFT365Status. This account tweets out these similar notifications. Twitter has an important function that lets you choose to be notified when a brand new tweet happens on the account. You possibly can have this tweet despatched to your telephone by way of textual content or your laptop by way of a toast notification and even e-mail. The toast discover requires that you just set up the twitter app in your laptop first.

For those who haven’t used the alert function earlier than in Twitter, it’s the bell icon pictured under the place I’ve positioned the crimson dot. Choose that and all new tweets on this account might be despatched to your communication preferences in your Twitter account.

microsoft 365 twitter

Customise navigation

Down on the backside of the left-column navigation pane, you’ll discover the customise navigation choice. Click on that to edit what’s proven on this menu. We need to do that once more for a similar causes we custom-made the principle part. We need to see what we’d like typically and conceal the issues that we don’t typically want. Under I’ve chosen the areas that I discover myself working in essentially the most typically. Choose yours or begin with mine.

Microsoft 365 Administration

As a substitute of an enormous lengthy menu, I now have a brief targeted one. I discover it a lot simpler to handle. You possibly can all the time click on Present extra if you should see the hidden objects for a selected process.

show all menu

Now our portal is custom-made and we might be saved updated on new issues which might be coming down from Microsoft in addition to be alerted by way of e-mail or Twitter push when there’s an issue. As well as, we’ve acquired at-a-glance playing cards positioned in order that we are able to leap proper into our most necessary work areas. We’ve additionally pinned an important URL — the one of many foremost portal itself. There’s quite a lot of info and quite a lot of configuration that may be executed in these portals so getting off to a well-organized begin is crucial.

Microsoft 365 Administration

With our workspace now created, we’re prepared to start performing Microsoft 365 administration.

Microsoft 365 administration collection: Extra to come back

Every month on this Microsoft 365 administration how-to collection, there might be a brand new entry masking using the completely different elements of the Microsoft 365 portals.

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