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Microsoft Education Solution Guide Standard section delivery sequence
The sequence that you follow is Baseline -> Standard -> Advanced phases, depending on your tenant license configuration.
Each phase includes the appropriate or required sections; Tenant Setup, Identity, Applications, Security & Compliance, and Devices.
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Setup | |
| Step 1 | Evaluate Remote Access operations | |
| Step 2 | Establish tools for improvement of writing skills with real-time feedback | |
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Identity | |
| Microsoft Entra ID - P1 | ||
| Step 1 | Review Microsoft Entra ID | |
| Step 2 | Configure access with Microsoft Entra ID access controls | |
| Step 3 | Control passwords with Microsoft Entra ID Plan 1 | |
| Step 4 | Manage apps with Microsoft Entra ID Plan 1 | |
| Step 5 | Manage entitlements | |
| Step 6 | Review security considerations, threat management, and Defender Cloud Security | |
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Applications | |
| Microsoft Teams | ||
| Step 1 | Power Virtual Agent for Teams and Dataverse for Teams - Improve collaboration and simplify data management without extensive coding expertise. | |
| Step 2 | Teams retention policies - Ensure compliance with data regulations by managing the lifecycle of messages and files. | |
| Step 3 | Townhall - Facilitate large-scale, interactive events in Microsoft Teams for students, teachers, faculty, and staff in a Virtual setting. | |
| Step 4 | Webinars - Deliver engaging, interactive virtual events for lectures, workshops, and professional development, enhancing communication and learning at scale. | |
| Microsoft SharePoint | ||
| Step 1 | SharePoint Plan 2 - Enable advanced collaboration, document management, and content governance for educational institutions, supporting secure and efficient sharing of resources among students, faculty, and staff. | |
| Microsoft Exchange | ||
| Step 1 | Exchange Plan 2 (100 GB mailbox + up to 1.5 TB archive1) - Enable advanced email capabilities, including larger mailboxes, eDiscovery tools, and archiving features. | |
| Step 2 | Auto-expanding email archive - Provide scalable, secure, and automated email storage, ensuring faculty and staff can retain and access critical communications without worrying about mailbox size limits. | |
| Viva Insights | ||
| Step 1 | Viva Insights app in Teams - Provide data-driven insights, personal recommendations, and actionable tools to balance work and prioritize focus. | |
| Step 2 | Personal insights and experiences - Improve well-being, productivity, and engagement by providing data-driven insights and personalized recommendations for balancing work, learning, and collaboration. | |
| Step 3 | Premium personal insights and experiences - Provide personalized recommendations that enhance well-being, productivity, and engagement in both teaching and learning environments. | |
| Viva Learning | ||
| Step 1 | Viva Learning in Teams - Centralize and enhance learning experiences by providing easy access to curated training, resources. | |
| Step 2 | Create learning tabs in Teams channels - Centralize access to training resources, courses, and personalized learning paths. | |
| Step 3 | Search, share, and chat about learning content - Enable educators and students to search, share, and engage with learning content seamlessly within Microsoft Teams. | |
| Step 4 | Microsoft Learn and Microsoft 365 Training libraries + 125 top LinkedIn Learning courses - Provide accessible, comprehensive, and skill-focused training resources that empower educators and students to effectively utilize Microsoft tools and technologies. | |
| Step 5 | Organization-generated content with SharePoint and Viva Learning - Centralize, customize, and seamlessly deliver curated learning resources and training materials. | |
| Other Applications | ||
| Step 1 | Shared computer activation for M365 Apps - Enable multiple users to access Office apps on shared devices | |
| Step 2 | Microsoft Bookings - Streamline scheduling and manage appointments for parent-teacher meetings, student advising, tutoring sessions, and administrative consultations efficiently. | |
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Security and compliance | |
| Step 1 | Cloud access Security Broker (CASB)- Enhance data security, compliance, and visibility by monitoring and managing access to cloud-based applications and services for students, faculty, and administrators. | |
| Step 2 | eDiscovery and auditing - Ensure compliance with legal and regulatory requirements, protect institutional data, and maintain transparency. | |
| Step 3 | Information protection - Safeguard sensitive student, faculty, and institutional data, ensuring compliance with regulations like FERPA and GDPR while maintaining a secure and trustworthy learning environment. | |
| Step 4 | Threat protection - Safeguard sensitive student and staff data, prevent cyberattacks, and ensure a secure learning environment across digital platforms. | |
| Step 5 | Identity and access management - Ensure secure, seamless, and role-based access to digital resources, safeguarding sensitive data. | |
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Devices | |
| Step 1 | Microsoft Intune Remote Help - Enable IT administrators to securely assist students and staff with troubleshooting and support on managed devices | |
| Step 2 | Universal Print - Simplify and streamlines printing processes by providing a cloud-based solution that integrates seamlessly with devices, enabling secure, efficient, and environmentally friendly printing for students and educators. | |
| Step 3 | Take a Test App - Provides a secure and focused environment for students to complete online assessments. | |
| Step 4 | Set up School PCs App - Simplify the configuration of Windows devices for educational environments. | |
| Step 5 | Virtual Desktop Access - Enable students and educators to securely access institutional resources, applications, and files from any device. |
Standard products, applications, and features
Licensed products
| Microsoft 365 A3 | |
| Microsoft Entra ID Basic (P1) |
Applications
| Services | OneDrive | |
| Sharepoint | ||
| Exchange Online | ||
| Microsoft Teams | ||
| Microsoft Bookings | ||
| Microsoft Clipchamp | ||
| Microsoft Defender Firewall | ||
| Microsoft Defender Exploit Guard | ||
| Identity and access Management | Microsoft Advanced Threat Analytics | |
| Microsoft Defender for Cloud App Discovery | ||
| Office365 Cloud App Security | ||
| Microsoft Intune Plan 1 for Education | ||
| Information protection | Azure Information Protection Plan 1 | |
| Security and Compliance | Microsoft Defender for Cloud Apps | |
| Microsoft Purview DLP for (email and files) | ||
| Threat Protection | Microsoft Defender anti-malware | |
| Microsoft Defender Application Guard for Microsoft Edge | ||
| Microsoft Defender Credential Guard | ||
| Microsoft Defender for Endpoint Plan 1 | ||
| Windows Information Protection | ||
| Viva Insights | Viva Insights | |
| Viva Insights app in Teams | ||
| Viva Learning | Viva Learning | |
| Viva Learning in Teams | ||
| Windows | Virtual Desktop Access |
Features
| Data lifecycle management | Basic org-wide or location-wide retention policies | |
| Teams retention policies | ||
| eDiscovery and Auditing | Litigation Hold | |
| Endpoint and app management | Endpoint Analytics** | |
| Shared computer activation for Microsoft 365 apps | ||
| Identity and access management | Advanced security reports | |
| Cloud user self-service password reset | ||
| Direct Access Support | ||
| Hybrid user self-service password change/reset on-premises | ||
| Information Protections | Manual default, mandatory sensitivity labels in Microsoft 365 | |
| Personal Data Encryption | ||
| Sensitivity labels for containers in Microsoft 365 | ||
| Threat Protection | BitLocker and BitLocker to Go | |
| Meeting, Calling, and chat | Microsoft Teams - Townhall | |
| Microsoft Teams - Webinars | ||
| Viva Insights | Personal insights and experience | |
| Premium personal insights and experience | ||
| Viva Learning | Create Learning Tabs in Teams channels | |
| Microsoft Learn and Microsoft 365 Training libraries + 125 top LinkedIn Learning courses | ||
| Organization-generated content with SharePoint and Viva Learning | ||
| Search, share, and chat about learning content |
