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Overview - Applications - Deployment Guide - Standard

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This article provides a checklist for the continued steps to configure your Standard Microsoft 365 education tenant.

Required Microsoft products

  • Microsoft 365 A3

Deployment guide steps

OneDrive, SharePoint, Exchange Online, and Microsoft Teams

  Step
Microsoft Teams
☐ Power Virtual Agent for Teams - AI-driven chatbots to streamline communication.
☐ Dataverse for Teams - Build low-code apps, streamline workflows, and manage data securely.
☐ Teams Retention Policies - Manage data storage by automatically deleting or archiving old messages, files, and chats.
☐ Webinars - Provide an interactive platform for virtual learning, enabling educators to host engaging sessions.
☐ Townhall - Foster collaborative communication, enabling educators, students, and stakeholders to engage, share ideas, and address key issues in a seamless virtual environment.
Microsoft OneDrive/SharePoint
Microsoft SharePoint Plan 2
☐ Evaluate SharePoint storage requirements.
☐ Establish advanced sharing, co-authoring, and collaboration tools.
☐ Create advanced search capabilities.
☐ Establish basic and data security tools with eDiscovery, Legal Hold, and Data Loss Prevention (DLP).
☐ Customizations with web parts; PowerApps and Power Automate.
☐ Create additional workflow automation.
☐ Create granular access control and policy management.
☐ Integrate with external systems and databases.
☐ Build standard usage reports with advanced analytics and insights.
☐ Establish considerations for large scale sites and portals.
Microsoft Exchange
☐ Evaluate storage, archive mailbox, and large attachment procedures.
☐ Protect sensitive information, protect with malware and spam protections, and use In-Place Hold.
☐ Establish collaboration tools with eDiscovery and retention policies.
☐ Configure accessibility opportunities.
☐ Configure eDiscovery and retention policies along with audit logging.

Viva

  Step
Viva Insights
☐ Viva Insights for Teams - Empower educators and students with data-driven tools to enhance well-being, collaboration, and productivity.
☐ Personal Insights and Experience - Empower individuals with data-driven, personalized insights to enhance productivity, well-being, and collaboration.
☐ Premium Personal Insights and Experience - Empower individuals with tailored strategies, deep understanding, and meaningful connections.
Viva Learning
☐ Viva Learning for Teams - Integrate learning resources directly into Microsoft Teams.
☐ Create Learning Tabs in Teams channel - Integrate resources, tools, and learning materials directly within the channel for easy access and collaborative learning.
☐ Microsoft Learn and Microsoft 365 Training Libraries - Provide comprehensive, self-paced resources and guided learning paths.

Additional resources

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