MS 365 Admin Console Explained: Features, Tips, and Tricks

MS 365 Admin Console Explained: Features, Tips, and Tricks

Table of Contents

Introduction

Managing Microsoft 365 services effectively is crucial for any organization leveraging the platform. From purchasing new products and managing users to configuring security policies, the MS 365 Admin Center offers a wealth of features designed to simplify administration. This guide walks you through the essential tasks and functions in the Admin Center, empowering you to maximize productivity while ensuring robust security and collaboration. Whether you’re setting up domains, creating groups, or implementing conditional access policies, this comprehensive overview will help you navigate the Microsoft 365 ecosystem like a pro.

How to purchase new products and services from Microsoft Admin Center:

  • From the left side bar, go to Billing >> Purchase Services

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  • In the Search box, enter the product you want

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  • Choose the product >> Click on Details

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You can either buy or start trial of the new product from here.

Users

Different types of users

In Microsoft 365 Admin, Active Users, Guest Users, and Contacts are distinct types of user entities, each serving different purposes within the organization. Here’s an overview:

1. Active Users

  • Who they are: Individuals with an account in your Microsoft 365 tenant who can sign in and access services like Outlook, Teams, SharePoint, etc.
  • Characteristics:
    • They have a username and password.
    • They are assigned licenses (e.g., Microsoft 365 Business Standard, E5).
    • They are typically employees or full-time users within the organization.
  • Usage:
    • Access organizational resources.
    • Participate in Teams meetings, collaborate on documents, etc.

2. Guest Users

  • Who they are: External users who are invited to access specific resources, such as files, folders, or Teams, without having a full account in the tenant.
  • Characteristics:
    • Often have an email address from a different domain (e.g., a partner company or personal email).
    • They don’t consume a license unless specifically assigned.
    • They can log in using their current credentials (Microsoft account, Google account, or another federated identity).
  • Usage:
    • Collaborate on projects.
    • Access shared documents, Teams, or SharePoint sites.

3. Contacts

  • Who they are: External entities (individuals or groups) added to the organization’s address book for communication purposes.
  • Characteristics:
    • Cannot sign in to your tenant.
    • Represent external users, such as vendors, clients, or partner organizations.
    • Used for routing emails and communication purposes.
  • Usage:
    • Appear in the organization’s Global Address List (GAL).
    • Serve as a reference for external communication.

Comparison Table

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These categories allow for better management of different types of users and relationships within and outside the organization.

Read more on creating new users

Groups

1. Microsoft 365 Groups

  • Purpose: Designed for collaboration among team members.
  • Key Features:
    • Provides shared resources like email, calendar, SharePoint site, OneNote notebook, and Planner.
    • Ideal for Teams, projects, or departments requiring collaboration.
    • Integrated with tools like Microsoft Teams and Outlook.
  • Membership:
    • Can include internal and external users.
    • Members have access to all shared resources.
  • Dynamic Membership: Can be set up with rules to automatically add or remove members based on criteria (requires Azure AD Premium).

In Microsoft 365 Admin, Microsoft 365 Groups, Distribution Lists, and Security Groups each have distinct roles in managing access, communication, and collaboration. Here’s a clear breakdown of each:

2. Distribution Lists (Distribution Groups)

  • Purpose: Primarily used for sending emails to multiple recipients simultaneously.
  • Key Features:
    • Primarily for communication via email.
    • Does not provide shared collaboration resources like a SharePoint site or Teams.
    • Members only receive emails sent to the group; they don’t collaborate on shared files.
  • Membership:
    • Can include internal and external email addresses.
    • No access permissions or security roles involved.
  • Limitations:
    • Not as feature-rich as Microsoft 365 Groups.
    • Cannot be used for managing permissions.

3. Security Groups

  • Purpose: Manage access to resources (e.g., files, applications, or SharePoint sites).
  • Key Features:
    • Used to assign permissions to resources securely.
    • Members inherit the permissions assigned to the group.
    • Does not include email or collaboration features.
  • Membership:
    • Typically includes internal users.
    • Can have dynamic membership rules with Azure AD Premium.
  • Usage Example:
    • Granting specific users access to sensitive files or folders.

Comparison Table

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How to create groups

  • Go to Groups >> select the type of group >> select New

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  • Give the Group a name and description

  • Add an Owner
  • Add the members. You can add more members whenever required
  • Add additional details

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  • Review and finish adding group and click Create Group

How to add a domain to MS 365 Admin Center

Adding a domain to Microsoft 365 allows you to use your custom domain (e.g., yourcompany.com) for email addresses and other Microsoft services. This can be found under settings.

  • Go to Settings >> Domains >> Add Domain and follow the steps on the screen

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    • Microsoft will need to confirm that you own the domain. You’ll see options to verify via:
      • TXT record: In the DNS configuration of your domain, add a TXT record.
      • MX record: Insert an MX record into your domain’s DNS.
    • Choose the TXT record method (recommended) and copy the provided value.
  • Update DNS Settings:
    • Log in to your domain registrar (e.g., GoDaddy, Namecheap, or any other provider).
    • Access your domain’s DNS management page.
    • Create a new TXT record with the provided values.
      • Host/Name: @
      • Type: TXT
      • Value: The string provided by Microsoft (e.g., MS=ms12345678).
      • TTL: 3600 (or use the registrar’s default).
    • Save the changes.
  • Confirm Verification:
    • Back in the Microsoft 365 Admin Center, click Verify.
    • Microsoft will check the DNS record, which might take a few minutes to propagate.
  • Set Up DNS Records for Microsoft 365:
    • After verification, you’ll need to configure DNS records to enable Microsoft 365 services:
      • MX records: For email routing.
      • CNAME records: For auto-discovery and Teams.
      • TXT records: For SPF (Sender Policy Framework).
      • SRV records: For Skype for Business and Teams.
    • Microsoft will provide the exact records to add. Update your domain registrar’s DNS settings with the required records.
  • Finalize the Setup:
    • Once all records are added, return to the Microsoft 365 Admin Center.
    • Click Verify to ensure the setup is complete.
  • Set as Default Domain (Optional):
    • If you want this new domain to be the default for new users, go to Settings > Domains.
    • Select the new domain and set it as the default.

Notes:

  • DNS Propagation: DNS changes might take up to 48 hours to propagate fully, though it’s usually much faster.
  • Domain Registrar Help: If you’re unsure how to add DNS records, check your domain registrar’s documentation or support.

By following these steps, your domain will be successfully added and integrated with Microsoft 365 services.

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