The document provides an overview and introduction to the Office 365 Admin Center. It was created by Carter-McGowan Services, LLC and introduces Nikkia T. Carter, the CEO and owner of the company. Carter-McGowan Services provides consulting, setup, support and training for various Microsoft products including SharePoint, Office 365, and Skype for Business. The document outlines the key areas and functions of the Office 365 Admin Center for managing users, licenses, domains and settings for Office 365, Exchange, SharePoint and Skype for Business. It also provides instructions for adding new users and assigning licenses within the Admin Center.
2. About Me…
2
Created by Carter-McGowan Services, LLC,
www.cartermcgowanservices.com,
@CarterMcGServ
3. About Me
3
Nikkia T. Carter, CEO/Owner, Carter-McGowan Services, LLC (Industry
Experience since 2001)
CMS provides in business technology consulting, setup, migration,
development, support, training, training material, managed services, app
development, and website development. We specialize in SharePoint,
InfoPath, and Office 365. Also social media and email marketing.
Microsoft Partner/VAR (Value Added Reseller): Silver Small and MidMarket Cloud
Solutions, SMB Champion; Other Partnerships/VARs: Constant Contact,
Hootsuite, BrainStorm, SkyKick, BitTitan, ShareGate, TeamFusion,
ServicePoint365
Past Experience: Application, Intranet / Recent: SharePoint, InfoPath, Office 365
Past Clients: DoD (Navy, Army, AF), NSF / Recent Clients: Mostly commercial
organizations and entrepreneurs (many nonprofits, bail bondsman, insurance agent,
tech consultant, defense contractors, facilities management company, US Courts,
Center of Medicaid and Medicare, NIST, etc.).
Certifications: CompTIA Certified Technical Trainer (CTT), Microsoft Certified
Professional
Other Roles: IAMCP DC Philanthropy Chair, Board Member, and WIT Community
Leader, Microsoft VFI Board Member, SUGDC Lead, FEDSPUG Board Member,
Microsoft WPC Partner Engagement Board (PEB) Member, IAMCP WIT Board
Member, IT ProCamp DC co-organizer, Office 365 Ramp Up and Cloud One Day co
4. 4
Created by Carter-McGowan Services, LLC
@CarterMcGServ www.cartermcgowanservices.com
If you are interested in events I attend/speak at:
http://www.cartermcgowanservices.com/where-we-
will-be
http://www.cartermcgowanservices.com/news
User Group info
Public volunteer events
Places I am speaking
Etc.
About Me
5. Before we get started…
5
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6. DMVMUG (District of Columbia, Maryland and
Virginia Management User Group) Event
http://www.dmvmug.com/ (link doesn’t seem to be
active)
PASS DC (SQL Server User Group) Monthly
Meetings here in the Microsoft offices in Chevy
Chase, MD
http://passdc.sqlpass.org/
Reston SharePoint User Group
http://www.meetup.com/Reston-SharePoint-User-
Group/
Stay Connected -
7. FEDSPUG/WSPDC (Federal SharePoint User
Group/Women In SharePoint DC) Monthly
Meetings
http://www.meetup.com/FEDSPUG
SUGDC (SharePoint User Group DC) Monthly
Meetings
https://www.meetup.com/SUG-DC/
http://www.meetup.com/MFCF-DC
https://www.meetup.com/marSkypeUG/
Stay Connected -
8. IAMCP DC (International Association of Microsoft
Channel Partners DC) Monthly Meetings
About IAMCP: http://www.iamcp-
us.org/?page=About
Listing of chapters (look for DC): http://www.iamcp-
us.org/members/group_select.asp?type=4704
Let me know if interested in attending a meeting (3rd
Weds of month)
IAMCP DC WIT (Women in Technology)
You don’t have to be a Microsoft partner to join
Sign up for the IAMCP WIT newsletter:
http://www.iamcp-
us.org/?page=WomenInTechnology
Stay Connected -
9. IT Pro Camp DC - Check the MFCF Meetup to
find out event dates
Check out SharePoint Saturday Events -
http://www.spsevents.org/
Stay Connected -
11. Covered Topics
11
Background
Overview of Office 365 Admin Portal
Office 365 Settings
Handling Your Users
Adding a Custom Domain
Purchasing New Licenses and/or Add-Ons
Overview of Skype for Business Admin Center
Overview of Exchange Admin Center
Overview of SharePoint Admin Center
Useful Resources
Tips
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13. Disclaimer
13
Microsoft cloud technology is constantly being updated.
As such, although we try to keep up to date slides, it is
extremely difficult.
Please excuse any inconsistencies between our slides and
the current portals.
In an effort to compensate for this constant eventuality, we
have included links to Microsoft’s Support Centers for each
Admin Center called out here.
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16. What is Office 365?
16
Office 365 is…
the successor to Microsoft's Business Online Productivity
Suite
a subscription-based service which offers access to various
services and software built around the Microsoft Office
platform.
Can be free for 501(c)3 non-profits and accredited educational
institutions or super low cost depending on subscription.
low cost for everyone else.
accessible anywhere you have a device and an internet
connection, is secure, and meets many compliance standards
like FedRamp, FISMA, HIPAA, etc.
Subscription are per user/month, can be mixed and
matched, and there is no minimum number of users.Created by Carter-McGowan Services, LLC
@CarterMcGServ www.cartermcgowanservices.com
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17. What do you get with Office 365?
17
The main Office 365 offering includes:
Exchange Online– Enterprise-grade email and shared calendars. 50
GB mailbox per user. Unlimited archiving available depending on
subscription.
Skype for Business Online– Presence plus online webconferencing
(screen sharing, HD video, audio). Similar to WebEx and GoToMeeting.
OneDrive for Business – Similar to Dropbox or Box. 1TB space per
user.
SharePoint Online– Collaborate with teammates, partners, and
customers with documents that are always up to date and accessible
from almost anywhere.
Website - Market your business with a website that's easy to set up and
update—with no hosting fees. SharePoint 2013 is behind it as well.
Only for accounts prior to 31 Jan 2015.
Office Web Apps - Create, store, edit, and share Word, PowerPoint,
Excel, and OneNote docs online.
Microsoft Office Professional Plus desktop applications (current and
previous) on certain plans. For Mac and PC. Also, works on Apple,
Android, and Windows devices.
Other features depending on subscription – Legal hold, eDiscovery,
self-serve BI, extended SharePoint features
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19. What is Skype for Business?
19
Skype for Business is a Microsoft product created to enable people
to collaborate in real time. Skype for Business enables Office 365
users to:
See the online status of other team members.
Connect with colleagues through instant messaging.
Make audio or video calls.
Host online meetings.
Share and transfer files.
Record your audio and video calls.
Set up dial-in conferencing.
Share your desktop.
Use a whiteboard.
Save notes to your OneNote notebook.
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21. What is Exchange?
21
Exchange is calendaring software, an email server and contact manager developed
by Microsoft. It is usually accessed via Outlook but can also be accessed via OWA
(Outlook Web App).
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23. What is SharePoint?
23
"SharePoint" is shorthand that some people use to refer to one or more
Microsoft SharePoint products or technologies. You can use SharePoint to
set up collaborative sites to share information with others, manage
documents from start to finish, and publish reports to help everyone make
better decisions.
The collaborative
site that you and
your team will
work in is called a
Team Site. This
is an example of
a team site.
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24. Office 365 Admin Portal
Overview
24
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25. What is the Admin Portal?
25
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The Office 365 Admin Portal is a central place to administer your
organization’s account.
Old Look
26. What is the Admin Portal?
26
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The Office 365 Admin Portal is a central place to administer your
organization’s account.
Newer Look
27. What is the Admin Portal?
27
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The Office 365 Admin Portal is a central place to administer your
organization’s account.
Newest
Look
28. What is the Admin Portal?
28
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This view of the Newer and Newest Look shows the App Switcher which is always
present and allows users to switch between the available apps.
Newer Look
29. What is Admin Portal?
29
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AREA PURPOSE
Getting started
pane
This pane is available for the first 30 days. It includes links and
wizards to get you started using Office 365, including links to
videos, a setup wizard, and software to download.
Dashboard
This is the landing page for Office 365 administrators. You can
see a quick overview of your service health and usage, and
access helpful resources for administering Office 365. For more
information, see Service Health.
Setup
This page provides step-by-step setup guidance, and includes
options for basic and custom setup.
Users & groups
This is the central place to do most tasks related to users and
groups. You can add, edit, or delete users, reset passwords,
assign licenses, set up security groups, and manage any
delegated administrators.
You can also use this page to set up single sign-on and directory
synchronization. For more information, see User Account
Management.
Domains
This is the central place to manage your Office 365 domains. You
can add or remove domains, view DNS settings, and
troubleshoot domain-related issues. For more information, see
30. What is Admin Portal?
30
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Licensing
You can view the details of your subscriptions and their term end
dates, view the number of assigned licenses, and renew
subscriptions.
Service settings
The Office 365 admin center contains links to commonly used
Exchange Online service settings, as well as password, community
participation, and mobile settings. Additional service settings are
managed in the Exchange admin center, Skype for Business admin
center, and SharePoint admin center.
Service health
You can view service health for all your services, a historical view
of incidents that affected your service, and upcoming planned
maintenance. You can also sign up for an RSS feed for service
incidents.
Reports
You can view reports for all your services. The reports are grouped
by the services included in your subscription.
Support
You can search for answers, view solutions to common issues, and
access troubleshooting tools. You can create a new service request
online or review existing service requests. If you prefer to call
Support, this page includes contact information.
Purchase
31. What is Admin Portal?
31
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Service settings
The following Exchange Online settings can be managed
from the Office 365 portal:
• Places
• Facebook and LinkedIn contact sync
• Calendar settings
• Email on phones using Exchange ActiveSync
• External contacts
• Shared mailboxes
• Distribution groups
The following SharePoint Online settings can be managed
from the Office 365 portal:
• Manage public website
• Manage team site
• Delegate site administrators
Admins can configure basic settings for all Office 365 services from one location.
32. What is Admin Portal?
32
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Service settings
The following Skype for Business Online settings can be
managed from the Office 365 portal:
• Instant messaging notifications on mobile devices
• Dial-in conferencing
• Online presence
• External communications
• Recording
The following additional settings can be managed from the
Office 365 portal:
• Password expiration policy
• Email on phones using Exchange ActiveSync
• Instant messaging notifications on mobile devices
34. Handling Your Users
34
As the Office 365 admin, you need to create a user account for everyone in your
organization who uses Office 365 services. When you create or edit a user account,
you can also assign licenses to the user and set a user’s administrative
permissions. You can also delete an account if it is no longer needed.
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35. Handling Your Users
35
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Add New Users
36. Add New Users
36
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To create a single user account by doing the following:
1. Go to Admin > Office 365 > Users and groups > Add+.
2. On the Details page, complete the user information. To
add optional user information, click the arrow next to
Additional details. When you’re finished, click Next.
37. Add New Users
37
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3. On the Settings page, click Yes if you want to assign the user admin
permissions.
If you clicked Yes, select an admin role. If
you have chosen to give the user an admin
role, you also need to provide an Alternate
email address.
4. Under Set user location, select the user’s work
location, and then click Next.
38. Add New Users
38
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5. On the Assign licenses page, select the licenses that you want to assign to
the user, and then click Next.
If you have no licenses available, you can remove licenses from existing users
who no longer need them, delete user accounts that are no longer needed to
free up licenses, or Buy more licenses.
39. Add New Users
39
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6. On the Send results in email page, select Send email, type your email
address, and then click Create.
You can enter a total of five email addresses.
7. Review the information on the Results page, and then click Finish or click
Create another user to repeat the process.
Some changes may take time to apply across multiple services.
40. Add New Users
40
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If your organization uses more than one domain, here are some things to be
aware of when you create a user account:
You can create user accounts with the same user principal name (UPN)
across domains if the first account you create is, for example,
geoff@contoso.onmicrosoft.com. That account must use the “onmicrosoft”
portion of the domain name. You could then also create the account
geoff@contoso.com.
You cannot create geoff@contoso.com followed by
geoff@contoso.onmicrosoft.com.
Notes
If you want to add several users all at once, you can add multiple users with a
CSV file.
If your organization has established email coexistence, you must create and
edit all user accounts in your local Active Directory directory service.
41. Add New Users
41
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If your organization uses more than one domain, here are some things to be
aware of when you create a user account:
You can create user accounts with the same user principal name (UPN)
across domains if the first account you create is, for example,
geoff@contoso.onmicrosoft.com. That account must use the “onmicrosoft”
portion of the domain name. You could then also create the account
geoff@contoso.com.
You cannot create geoff@contoso.com followed by
geoff@contoso.onmicrosoft.com.
Notes
If you want to add several users all at once, you can add multiple users with a
CSV file.
If your organization has established email coexistence, you must create and
edit all user accounts in your local Active Directory directory service.
42. Handling Your Users
42
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Edit Users
43. Edit Users
43
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Important If the user that you are trying to edit is synchronized with your Active
Directory service, an error message appears. You’ll be unable to edit the user
using this procedure. To edit the user, use your local Active Directory
management tools.
Use this procedure to edit a single user’s information:
1. Go to Admin > Office 365 > Users and groups.
44. Edit Users
44
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1. On the Active users page, click the user that you want to edit, and then click
Edit Edit.
2. Click the Details, Settings, Licenses, or More tabs, depending on the changes
that you want to make.
Important If you block a user from having sign-in access to Office 365, it will
take about an hour to take effect on all that user’s devices and clients. Also,
make sure that you remove or disable the user from your on-premises
Blackberry Enterprise Service, or BlackBerry Business Cloud Services. You
should also disable any Blackberry devices for the user. Refer to the Blackberry
Business Cloud Services Administration Guide if you need specific steps on how
to disable the user.
4. Complete your changes, and then click Save.
To learn more about assigning admin permissions, see http://office.microsoft.com/en-
us/office365-suite-help/redir/HA102816050.aspx?CTT=5&origin=HA103567261.
To learn more about assigning and removing licenses, see http://office.microsoft.com/en-
us/office365-suite-help/redir/HA102816053.aspx?CTT=5&origin=HA103567261.
45. Handling Your Users
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Edit Multiple Users
46. Edit Multiple Users
46
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Important If the users that you want to edit are synchronized with your Active Directory service, you won’t be able to
complete this procedure; the changes won’t be applied on the Results page. To edit multiple users, use your local Active
Directory management tools.
Use this procedure to edit user information or assign licenses for multiple users:
1. Go to Admin > Office 365 > Users and groups.
2. On the Active users page, click the users that you want to edit, and then click Edit.
3. On the Details and Settings pages, edit the information as needed, and then click Next. Or, just click Next if you have
no changes to make on those pages.
Important If you block a user from having sign-in access to Office 365, it will take about an hour to take effect on all that
user’s devices and clients. Also, make sure that you also remove or disable the user from your on-premises Blackberry
Enterprise Service, or BlackBerry Business Cloud Services. You should also disable any Blackberry devices for the user.
Refer to the Blackberry Business Cloud Services Administration Guide if you need specific steps on how to disable the
user.
4. On the Assign licenses page, do one of the following, and then click Submit:
If you’re not making any changes to the existing license assignments, click Retain current license assignments.
To replace existing license assignments, click Replace existing license assignments, and then choose one or more
licenses from the list.
To add licenses to the existing license assignments, click Add to existing license assignments, and then choose one or
more licenses from the list.
5. Review the information on the Results page, and then click Finish.
47. Handling Your Users
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Delete Users
48. Delete Users
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To delete one or more users:
1. Go to Admin > Office 365 > Users and groups.
2. On the Active users page, click the user or users that you want to delete, and
then click Delete Delete.
3. In the confirmation message, click Yes.
49. Handling Your Users
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Restore Users
50. Restoring Users
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When you restore a user account within 30 days after deleting it, the user account
and all associated data are restored. The user can sign in to Office 365 with the same
user ID, their mailbox is fully restored, and they have access to all services they
previously accessed.
Before you restore a user account, make sure there are Office 365 licenses available
that you can assign to the account. Also, when you restore an account, you may
encounter conflicts with user names or proxy addresses, which you can resolve.
To restore one or more users:
1. Go to Admin > Office 365 > Users and groups > Deleted users.
2. On the Deleted users page, choose the names of the users that you want to
restore, and then click Restore users.
3. In the confirmation box, click Close.
For more information about deleted user accounts and how to restore them if a
conflict arises, see http://office.microsoft.com/en-us/office365-suite-help/delete-or-
restore-users-HA102816052.aspx?CTT=5&origin=HA103567261.
51. How to Add a Custom Domain
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52. Add Your Domain
52
1. Purchase your domain is you don’t already have one. Go Daddy is best
and you can purchase it inside of your portal in the Domains section of the
Office 365 Admin Center. You don’t need to buy hosting because Office
365 will be your host.
2. To add a custom domain name to Office 365, use the Add domain wizard
as follows:
• On the Admin page, in the left pane, click Domains, and then click
Add a domain.
• On the Add a domain page, under Specify domain, click start step
1 button.
• Type in the domain then click the Next button.
• Choose the domain host or choose General Instructions, if your host
is not listed.
• You will be given a MX and a TXT record which you need to add to
your DNS record under the host. Log in to your domain’s host site and
place the record (do this is another window or tab).
• Once the record is added, go back to the portal and click the done,
verify now button.
• A window will popup, notifying you that your domain is verified or not.
If not, it usually takes 15 minutes. If it takes more than 4 hours, you
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53. Add Your Domain
53
4. Once you verify your domain, you can complete the rest of the steps
• Add users and assign licenses
• Set domain purpose and configure DNS by adding more DNS
records.
TIP: Use, for example, domain.com for Exchange and Skype for Business
and, for example, www.domain.com for SharePoint (website). Also, you
should implement them in that order (Skype for Business and Exchange first
then SharePoint).
NOTE: Public facing website via Office 365 SharePoint Online is no longer
available for subscriptions not grandfathered in before 31 January of 2015.
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54. Overview of Office 365 Admin Center
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For More Information,
Visit the Office 365 Support Center
https://support.office.com/en-us/article/Office-
365-for-business-–-Admin-help-17d3ff3f-3601-
466e-b5a1-482b31cfb791
56. Overview of Skype for Business
Admin Center
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Admin Settings
57. Overview of Skype for Business
Admin Center
57
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Skype for Business Online provides a single unified management console that is
optimized for management of on-premises, online, or hybrid deployments. The
Skype for Business admin center (LAC) is where administrators manage Skype for
Business-specific settings.
58. Overview of Skype for Business
Admin Center
58
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In the Users section, you can manage each users Skype for Business settings.
59. Overview of Skype for Business
Admin Center
59
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In the Organization section, you can manage organization’s General settings and
External Communications.
60. Overview of Skype for Business
Admin Center
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In the Organization section, you can manage organization’s General settings and
External Communications. NOTE: External Communications is where you can
open you Skype for Business communication to other outside of your organization.
61. Overview of Skype for Business
Admin Center
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In the Dial-In Conferencing section, you can manage your provider, if you have
one, or find a provider. If you have one, you can also manage which users use
which providers and what there number and passcode is.
62. Overview of Skype for Business
Admin Center
62
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In the Meeting Invitation section, you can customize your Skype for Business
meeting invite.
63. Overview of Skype for Business
Admin Center
63
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For More Information,
Visit the Skype for Business Support Center
https://support.office.com/en-
us/article/Discover-Skype-for-Business-
8a3491a3-c095-4718-80cf-
cbbe4afe4eba?ui=en-US&rs=en-US&ad=US
64. Overview of Exchange Admin
Center
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Admin Settings
65. Overview of Exchange Admin
Center
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The Exchange admin center (EAC) is the web-based management console you
use to manage the items related to email that you can’t manage by using the
Office 365 admin center. The EAC replaces the Exchange Control Panel (ECP),
which was the interface used to manage your Exchange organization in the earlier
releases of Exchange Online.
66. Overview of Exchange Admin
Center
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In the Recipients section, you can manage Mailboxes, Groups, Resources,
Contact, Shared, and Migration.
67. Overview of Exchange Admin
Center
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In the Permissions section, you can manage Admin Roles, User Roles, and
Outlook Web App Policies.
68. Overview of Exchange Admin
Center
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In the Compliance Management section, you can manage In-Place eDiscovery &
Hold, Auditing, Data Loss Prevention, Retention Policies, Retention Tags, and
Journal Rules.
69. Overview of Exchange Admin
Center
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In the Organization section, you can manage Sharing and Apps.
70. Overview of Exchange Admin
Center
70
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In the Protection section, you can manage Malware Filter, Connection Filter,
Content Filter, Outbound Spam, and Quarantine.
71. Overview of Exchange Admin
Center
71
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In the Mail Flow section, you can manage Rules, Delivery Reports, Message
Trace, Accepted Domains, and Connectors.
72. Overview of Exchange Admin
Center
72
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In the Mobile section, you can manage Mobile Device Access and Mobile Device
Mailbox Policies.
73. Overview of Exchange Admin
Center
73
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In the Public Folders section, you can manage Public Folders and Public Folder
Mailboxes.
74. Overview of Exchange Admin
Center
74
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In the Unified Messaging section, you can manage UM Dial Plans and UM IP
Gateways.
75. Overview of Exchange Admin Center
75
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For More Information,
Visit the Exchange Support Center
https://support.office.com/en-us/article/Email-
in-Office-365-for-business-%e2%80%93-
Admin-Help-5ff63bc1-308b-46de-a39b-
cdc43ac117de?ui=en-US&rs=en-US&ad=US
76. Overview of SharePoint Admin
Center
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@CarterMcGServ
Admin Settings
77. Overview of SharePoint Admin Center
77
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SharePoint Online provides a collection of web-based tools and technologies that
help you store, share, and manage digital information within your organization
when you use Office 365. This hosted service is ideal for working on projects,
storing data and documents in a central location, and sharing information with
others. SharePoint sites can help members of your organization work more
efficiently and productively.
78. Overview of SharePoint Admin Center
78
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In the Site Collections section, you can manage your site collections as well as
make new one, buy more space, set site collection administrators, and so on.
79. Overview of SharePoint Admin Center
79
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In the One Drive for Business section, you can manage One Drive storage limits.
80. Overview of SharePoint Admin Center
80
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In the InfoPath section, you can manage settings for InfoPath such as allowing
the forms to be browser enabled.
81. Overview of SharePoint Admin Center
81
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In the User Profiles section, you can manage People, Organization, and My Site
settings.
82. Overview of SharePoint Admin Center
82
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In the BCS section, you can manage BCS and Connection Settings for Apps
settings.
83. Overview of SharePoint Admin Center
83
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In the Term Store section, you can manage setting such as Term Store
Administrators and Working Languages.
84. Overview of SharePoint Admin Center
84
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In the Records Management section, you can manage Send to Connections and
Connection Settings.
85. Overview of SharePoint Admin Center
85
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In the Search section, you can administer search settings such as schemas
queries, and the crawl log.
86. Overview of SharePoint Admin Center
86
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In the Secure Store section, you can manage your secure store target
applications.
87. Overview of SharePoint Admin
Center
87
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For More Information,
Visit the SharePoint Support Center
https://support.office.com/en-us/article/Sites-
in-Office-365-for-business-%e2%80%93-
Admin-Help-79eb0420-8cbd-4bcb-a90b-
ddc7d3ab4b3a?ui=en-US&rs=en-US&ad=US
89. Useful References
89
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Here is a list of reference that you may find useful for yourself and you
people:
• Office 365 Success Center - https://success.office.com/
• Office 365 Support Center - https://support.office.com/
• Office 365 Trust Center - https://products.office.com/en-
us/business/office-365-trust-center-cloud-computing-security
• Office 365 Admin Help - https://support.office.com/en-us/article/Office-
365-for-business-–-Admin-help-17d3ff3f-3601-466e-b5a1-
482b31cfb791
• Office 365 Learning Center Spreadsheet -
https://view.officeapps.live.com/op/view.aspx?src=https%3A%2F%2Fsu
ccesscenter.blob.core.windows.net%3A443%2Fmedia%2FDefault%2F
Resources%2FAdoption%2FOffice_365_Learning_Center_BoM.xlsx
• Microsoft Virtual Academy for Office 365 -
http://www.microsoftvirtualacademy.com/product-training/office-365
• Solving Office 365 Client Deployment Scenarios (MVA)
https://www.microsoftvirtualacademy.com/en-US/training-
courses/solving-office-365-client-deployment-scenarios-9086
91. Other Tips
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Layer your experience. Learn from an end user then a
power user side so that you know what things look like
from a user prospective.
Stay in the Know. Technology changes are rapid and
speeding up. Try to read and learn as much as you can.
Learn to roll with the punches or be knocked out by
them.
Understand the business side. Know the processes and
the reasons why they are done. Makes you more
valuable and you will be able to suggest changes that
make sense for your organization.
Understand your users. You will know why people are
doing what they are doing. Try to develop things that will
make their lives easier.
Training is key. Whether it be lunch and learns, guides,
videos, quick start cards, etc, or all of the above, make
sure your people are trained at all levels. Training =