SMB Masters Program in person series

Technical training
Name
Date
 Technical Training – Day 1
Time Session Description

8.00-8.30 Breakfast / Coffee

Agenda, roundtable introductions, setting the

8.30-9.00 Session introduction
expectations for the day
Module 1 : Intro to SMB Portfolio, Cover the SMB SKU’s, M365BP Playbook, MDB
9.00-9.45
Partner Tools & Resources Playbook, Workshops

9.45-10.00 Break

Microsoft Defender for Business, Advanced

Agenda Day 1 10.00-11.45 Module 2 : Security Security, Microsoft Lighthouse, Azure AD P1,
Zero Trust, etc.
Technical training 11.45-12.15 Module 2 : Hands-on Lab Lab Security

12.15-1.00 Lunch

1.00-2.30 Module 2 : Hands-on Lab Lab Security (Continued)

Windows 365 Value Proposition and

2.30-3.30 Module 3 : Windows 365 Management, Windows 365 Business vs
Enterprise, Azure Virtual Desktop

3.30-4.00 Module 3 : Hands-on Lab Labs (Windows 365)

Optional Q&A session. Ideally with guest

4.00-5.00 Ask the Expert / Finish Labs
speakers from Microsoft or Indirect Provider
 Technical Training – Day 2
Time Session Description

8.00-8.30 Breakfast / Coffee

8.30-9.30 Module 4 : Device Management Microsoft Intune and Windows Autopilot

9.30-10.30 Module 4 : Hands-on Labs Labs (Microsoft Intune, Windows Autopilot etc)

10.30-10.45 Break

Microsoft Teams, Teams Phone, Teams Rooms,

10.45-12.15 Module 5 : Productivity
Bookings, Shifts
Agenda Day 2 12.15-1.00 Lunch
Technical training 1.00-2.30 Module 5 : Hands-on Labs Labs (Microsoft Teams, Teams Phone)

2.30-2.45 Recap and Close

Technical training objectives
After this training, you as a participant will be able to….

Have ability to deploy and manage key SMB

productivity scenarios

Have ability to deploy and manage key Security and

Windows 365 scenarios Grow your partner
business through
customer acquisition
and upsell with
Have ability deploy Microsoft 365 and services
Microsoft 365
across multiple customers using Microsoft 365
Lighthouse
Technical training purpose
This technical training requires your active participation,
head to our digital learning path for more Microsoft 365
SMB sales and technical trainings.

Grow ability to deploy key components of the

Microsoft 365 Business portfolio across
Productivity, Security and Windows 365

Learn how to successfully manage Microsoft 365

with Microsoft 365 Lighthouse multitenant
capabilities

Ask questions and get inspiration from your

peers
Participate in the Digital Masters Program!
H1 H2

Foundational sales track Hybrid work

• • Teams Phone
Partner opportunity with M365 for SMB
• • Teams Rooms
Partner GTM best practices
• • Teams Platform & Apps
Lifecycle management with Microsoft tools
• Hybrid work, Next gen Windows Experiences and Security
sessions Next gen Windows

• W365 Business VS Enterprise

Foundational technical track • Azure Virtual Desktop VS W365
• Provisioning W365
• Microsoft 365 Productivity
Seamless Security
• Microsoft 365 Security
• Windows 365
• Building Security services with the broader MSP stack
• Management with Lighthouse
• Mapping M365 BP & MDB to Security frameworks
• Integration with the Microsoft Security stack
  Phone on silent mode

 Use phone and laptop during breaks and lunch

How to maximize
your impact  Active participation in discussions
Let’s get most out
of our time  Ask your questions and be open to share
together

 Keep timings
  Your name
Intro: Let’s go
around the room  Your role
Tell us in less than 30
seconds…  What you hope to learn today
Modern Work & productivity
Modern Work Summary
Teams policies
After being focused on making people
work remotely using Microsoft Teams, I
now want to apply a few controls to
lower risks for my organization

Name: JoAnna D
Role: CISO
Company: Customer
Manage Microsoft Teams
Simple for IT, secure for everyone

Simplicity Granularity Automation

Teams Admin Center

One place to do all your Teams management work
About policies & settings
Granular controls to enable secure communication and collaboration experiences in Teams

Settings – (guest, federation, audio Policies – (messaging policy, meeting

conferencing) policy, voice policy)

A collection of configuration elements. A collection of configuration elements for:

Generally grouped by modality. Teams and Channel, meetings, messaging,

callings and Apps
Per tenant only. Generally grouped by modality.

Can include multiple instances (Bridges, Per user (including multiple) or per tenant.
Teams, Voice Apps).
.
Manage policy packages in Microsoft Teams Assign policies to your users in Microsoft Teams

A policy package in Microsoft Teams is a collection of predefined policies As an admin, you use policies to control
and policy settings that you can assign to users who have similar roles in the Teams features that are available to
your organization. We built policy packages to simplify, streamline, and users in your organization. For example,
help provide consistency when managing policies for groups of users across there are calling policies, meeting policies,
your organization. and messaging policies, to name just a few.

You can use the policy packages included in Teams or create your own Organizations have different types of users
custom policy packages. with unique needs. Custom policies that
you create and assign let you tailor policy
settings to different sets of users based on
those needs.

To easily manage policies in your

organization, Teams offers several ways to
assign policies to users.

Read the full article: Read the full article:

https://docs.microsoft.com/en-us/microsoftteams/mana https://docs.microsoft.com/en-us/mic
ge-policy-packages rosoftteams/assign-policies
External Access
External Access allows users to communicate
with people outside your organization
Was known in Skype for Business as
“Federation”
Allows users in different organizations to chat
and have audio/video calls
Can also be enabled with consumer users on
Skype and Teams
Guest Access
Guest access allows teams to collaborate
with people outside your organization [email protected]

Anchored by Azure B2B collaboration in

Azure Active Directory (AAD)
[email protected]
Can use any email account including a [email protected]
Microsoft Service Account Azure AD Group

Users add Guests to a Team. Guest will need Azure AD

to switch tenant to access Teams in other org Guest User

[email protected] Azure AD
Azure AD User Guest User

CONTOSO.onmicrosoft.com

[email protected]

FABRIKAM.onmicrosoft.co
m
Guest Users Management Tools

End User Admin Tools

Teams Owners can add / remove Microsoft 365 Admin
and control access of Guest Users Center
to their respective Teams if
Teams Admin Center
allowed by IT admin.
Azure AD Admin Portal

O365 Groups
Tenant Admin
Pull reports on Guest Users activity
Control who can invite Guests
Add Guest Users at the Tenant level
AAD External
Set Guest Users polices Collaboration Settings
Master permissions for Teams
Teams Admin Center
 Teams
Shared Channels
Standard Private Shared
Channel Channel Channels

Open collaboration Focused private Flexible

within the team collaboration within collaboration within
Shared channels allows teams to the team & across orgs
Inherits full membership
collaborate with people outside your list from the team Managed subset of Managed set of
organization members from team individuals within or
outside of team or
Requires Azure B2B Collaboration tenant

enabled
Invite people from other organizations Shared channel information Team owner can see Members can see
into a Teams shared channel Name and description All shared channels in the team Only when added to the Shared
channel
Solves for Tenant Switching Channel Owners All shared channels in the team Only when added to the Shared
channel

Channel Members

Conversations and tabs

Only when added to the Shared channel

Files and content

Shared Channels Management Tools

End User Admin Tools

Teams Owners can add shared Teams Admin Center
channels to their respective Teams
Azure AD Admin Portal
if allowed by IT admin and invite
external collaborators

Teams Admin Center

Tenant Admin
Can enable Shared Channels in Teams
Manages access policies via Azure AD
Cross-tenant access settings

AAD Cross-tenant access

settings
Shared Channels Screenshot Slide
Shared Channels Screenshot slide: create a shared channel
Shared Channels Screenshot slide: create a shared channel part 2
Shared Channels Screenshot slide: external perspective
Immersive Experience
Microsoft Teams Policies
Teams Apps
I need to understand better what Teams
apps are being used in my organization
and I want to review new apps before
they become available. I also want to
manage in-house developed apps.
Name: Bob D
Role: CISO
Company: Customer
 Microsoft Bot Framework

Web Technologies

Tabs, Personal
Apps Bots

SharePoint

Build custom Framework (SPFx)

apps on
Microsoft Teams
Your custom app or
service
Power Platform
to meet your Notifications Messaging
Extensions

unique needs Microsoft Teams

GitHub

Connectors & Task Modules

Webhooks Microsoft Graph

Visual Studio + Visual Studio Code

App templates speed creation of custom company apps for Teams
Plug-n-play experiences
Community-driven, pre-built Teams apps
for common line-of-business scenarios.
Minimal configuration needed and no
coding required.

One-click deployment
Automated experience to deploy the app to
your own instance of Azure. Bring the
experience to Teams seamlessly.

Secure, configurable, and extensible

Open source so you can own, brand, configure,
and extend to your needs.

Available: Company
Communicator
Expert Finder Icebreaker Quick Responses Scrums for
Group Chat
Full catalog: Incentives Remote Support SharePoint
Associate Insights Contact Group FAQ Plus
https://aka.ms/TeamsAppTemplate Lookup List Search
Attendance
s
Book-a-room CrowdSourcer Group Activities Incident Reporter Request-a-team Workplace
Awards
Celebrations Custom Stickers HR Support Open Badges Scrums for Channels
Manage apps with
trust and ease
Review, approve, and publish all apps from
within the Teams admin center
Review and grant consent to different types
of app permissions for your entire tenant
Add apps to specific teams to streamline
access and discoverability
Immersive Experience
Microsoft Teams App Management
Immersive Experience
Microsoft Teams Business Store
Teams Webinars
I want to organize a webinar with
registrations and get more control
during the meeting for our upcoming
hybrid meet and greet.

Name: Megan B
Role: Marketing Manager
Company: Customer
Spectrum of Communication Needs

1:1 Meetings and Calls Interactive Group Virtual Events

Meetings Town halls
Webinars
Media broadcasts
Conferences
Deliver more engaging webinars with Teams

New webinar management Personalize with a branded Custom layouts for optimal Attendee reporting provides
experience for easy webinar registration page and attendee engagement insights for event organizers
set up and scheduling webinar communications and presenters
Seamless scale supports
Add branding to your event, events up to 300 attendees
set registration limits, and for interactive webinars
add co-organizers
Immersive Experience
Microsoft Teams Webinars
 Teams Premium makes meetings more

Microsoft
Teams Personalized Intelligent Secure
Premium
Easily create Focus on what Help keep
meetings that matters with confidential
The better way meet your AI-powered meetings
needs meetings confidential
to meet

Meetings Virtual Appointments Webinars Large meetings

 Personalized
Easily create meetings that meet your needs and embody your brand

Easily schedule the Let your brand shine with Create custom
right type of custom branding backgrounds and
meeting with together modes,
meeting guides just for your
organization
 Intelligent
Focus on what matters with AI-powered meetings

Reduce language Discover AI- Get a “cheat sheet” Search intelligently

barriers using live generated tasks from for every meeting with suggested
translation for live meeting with automated speakers that are
captions transcriptions  chapters and personalized for you
important call outs in
recordings
 Secure
Help keep confidential meetings confidential with
advanced meeting protection

Help deter leaks with Lock down online meetings Automate meeting protection
watermarking and limiting with end-to-end encryption with sensitivity labels
who can record
Teams Essentials
I like Microsoft Teams, but my
company is using an existing e-mail
solution and I’m not ready to move my
e-mail into Microsoft 365

Name: Bob D
Role: CIO
Company: Customer
Teams
Essentials
(Azure AD)
Three common 01 Adding Teams Azure AD (AAD) with existing email &
calendar with business domain (Google Workspace)

use cases

02 Adding Teams AAD with existing email & calendar with

consumer email (with or without business domain)

03 Adding Teams AAD with existing email & calendar with

exchange on-prem

For more info, please check Teams

Essentials AAD Technical guide
 01
Adding Teams AAD
with existing email DNS: contoso.com

& calendar with 
MX: aspmx.l.google.com
SPF: “v=spf1 include:_spf.google.com include:spf.protection.outlook.com –all”
DKIM: Both Google & Microsoft signing
DMARC: p=quarantine

business domain 
(Google Workspace)  Gmail dual delivery to
EXO strip attachments

Assume the customer has an EXO dual delivery

existing email system with to Gmail

calendar, such as Google

Workspace, and does AAd tenant: contoso.com
EXO: contost.com (Internal Relay)
not currently intend to switch
to Microsoft 365. 
The customer wants to add
Teams for online meetings and
collaboration.

For more info, please check Teams Brian Johnson (Customer) Johanna Lorenz Megan Bowen
Essentials AAD Technical guide at [email protected] Gmail: [email protected] Gmail: [email protected]
Teams: [email protected] Teams: [email protected]

https://cloudpartners.transform.micros
oft.com/products/teams-essentials
 01
Adding Teams AAD with existing email & calendar with 
business domain (Google Workspace) 
How to do it?

Existing email Calendar

Leave the current email system intact, Forward all email generated in M365 to the 3rd party system
forwarding all email to Exchange Online, so that users get Teams reminders and notifications.
and then filtering everything except emails
of the calendaring type. The user identity, for example, the user’s primary email, can
be duplicated. Single sign-on of user identity is also possible,
Non-calendaring type emails are deleted, but not required. 
and calendaring emails are automatically
accepted as tentative, so they appear in the Users should be able to join Teams meetings from either the
Teams calendar.  3rd party calendar or Teams calendar. Other Teams features
such as Chat and Collaboration should work as expected. 

For more info, please check Teams Essentials AAD Technical guide at https://cloudpartners.transform.microsoft.com/products/teams-essentials
 02
Adding Teams AAD with existing email & calendar with
consumer email (with or without business domain) 
How to do it?

With consumer email Without consumer email

Assume the customer has a consumer or Configure a consumer Gmail Security defaults may need to
business email with calendar, such as account and primarily rely on be disabled to accomplish this,
Google, and does not currently intend to the Teams GSuite Add On. which makes using a strong
switch to Microsoft 365.  unique password. 
To ensure mail generated in
The customer wants to add Teams for M365 and Teams arrives A custom domain is not required
online meetings and collaboration. in Gmail, we will have Gmail pull for this scenario; however, if the
email from Exchange Online.  customer wants to use one, it
may be configured in M365 and
used in Gmail. 

For more info, please check Teams Essentials AAD Technical guide
 03
Adding Teams AAD
with existing
email & calendar with
exchange on-prem To make calendar access work for your on-prem
mailboxes, Teams needs access to Exchange on-prem
Teams Essentials – organization for both Autodiscover and EWS.
Common Use Cases
Autodiscover and EWS URLs should be available from the
Internet. Pre-Auth is not supported.

OAUTH authentication should be configured and working

between you O365 tenant and Exchange on-prem

For step-by-step guide, follow steps at:

Configuring Teams calendar access for Exchange on-premi
ses mailboxes - Microsoft Tech Community

For more info, please check Teams

Essentials AAD Technical guide
Teams Phone
We are using a cloud-based phone
system at work. I’m a mobile worker
and I struggle to manage my work
phone calls on-the-go.
Name: Adele V
Role: Mobile Worker
Company: Customer
Teams Phone Solution Overview
Partners &
integrations
Core call control Microsoft Teams Phone
& infrastructure Cloud-based enterprise-grade call control.

ISV integrations/APIs
Microsoft Teams Operator calling plans
Calling Plans
Microsoft is your Operator Connect Direct Routing Teams Phone
operator. Mobile
Seamless integration Bring your own
PSTN service & of qualified operator & Seamless integration System Integrators
phone numbers operators. on-prem of mobile identities
infrastructure. with Teams

Devices and endpoints Operators

Phones, peripherals, and softphone.

Hardware/
softphone calling
endpoints
OEMs
PSTN connectivity options
Direct Routing Operator Connect Microsoft Teams Calling Plans

Available in >180 markets Available in >60 markets Available in 33 markets

Highly customizable approach that allows Integrated managed service to bring operator Microsoft becomes operator, providing fast and
customers to maintain existing service PSTN calling to Teams with joint service simple way to setup calling without additional
provider agreements and use on agreements and support model technical configurations.
premises/hybrid hardware.

Microsoft- Customer/Partner
managed managed Microsoft- Operator- Microsoft-managed
managed managed

SBC Voice Trunk Voice Trunk

Voice Trunk
Teams Phone PSTN Network Teams Phone SBCaaS
PSTN Network
Teams Phone PSTN Network

Teams Users Teams Users

Voice Legacy
Apps PBX
Teams Phone Mobile for Microsoft Teams
Seamlessly integrate your mobile identity with Microsoft
Teams. Never miss a call, online or on the go

Enable efficient calling and collaboration across your

mobile organization 
Assign a single business-provided mobile phone number

Enable secure and compliant mobile communications

Streamline support and eliminate redundant services

Keep your mobile workforce connected across devices

and networks

Calling that works

The power of Teams

True mobile integration

Immersive Experience
Microsoft Teams Phone – Calling Plans
Immersive Experience
Microsoft Teams Phone – Operator Connect
Devices & endpoints for any space and use case
Peripherals All-in-one displays Desk phones

Headsets & speakers Teams displays Teams Phones

Webcams
Teams phones

Audio Touch phones Non-touch phones

AudioCodes AudioCodes Crestron UC-P8-T/ Poly

C448HD C470HD Crestron UC-P10-T CCX400/500 AudioCodes C435HD Yealink MP52

Yealink Yealink AudioCodes Crestron Conference phones

MP54 MP58 C450HD/C455HD  UC-P8-T-C

Crestron UC-2 Poly Trio C60 Yealink CP965

Crestron Poly Yealink Yealink
UC-P10-T-C CCX600 MP56 VP59
Sign-In Modes for Teams phones

User mode Meeting Room Common Area Phone

Signs in with E3/E5 license Devices in meeting rooms which do Phones in common areas which do
not require end user login not require user login
Common Area Phone offering enhancements
More capabilities available at the same $8/device/month price

Security, endpoint management, cloud-based

voicemail features
Service Plans added to the Common Area Phone license:
• Azure Active Directory Premium Plan 1
• Microsoft Endpoint Manager
• Exchange Online Plan 2

Expanded calling functionality

Calling features added to the Common Area Phone license:
• Call Park and retrieve
• Cloud-based voicemail through Exchange Online Plan 2
• Call Queues
• Auto Attendants
• Group call pick-up
• Forwarding rules
SIP Gateway Compatible Devices
Desk Phones
Leverage your existing phones
Cisco IP Phones with MPP firmware (6821, 7800 series, 8800 series
for Microsoft Teams Phone Yealink (T20 series, T30 series, T40 series, T50 series)
Polycom SIP phones (VVX series 100, 200, 300, 400, 500, 600 etc.)
​SIP Gateway enables: AudioCodes 400 HD series
• User authentication
• Integration into Teams routing policies and DECT Phones
regulations
Spectralink (IP-DECT 200/400/6500/Virtual IP-DECT, handsets
• Device inventory management in Teams admin center 72xx/75xx/76xx/77xx)
• Static emergency calling and location support with Ascom (IP-DECT Access Points IPBSx, Gateway IPBL, Virtual
security desk notifications Appliance IPVM, TDM Base Station DB1, handsets
d43/d63/d81/d83/Myco3 DECT) (ETA end of October 2022)
Poly (base stations Rove B2/B4, handsets Rove 30/40, repeater
Rove R8)
Supported calling features:
• Inbound and outbound calls
• Call transfer Analog Adapters (Analog Phones, Early 2023)
• Audio conferencing AudioCodes (MP-112 FXS, MP-114 FXS, MP-114 FXS_FXO, MP-
118 FXS, MP-118 FXS_FXO, MP-124 FXS)
• Meeting dial-in
Cisco (ATA 191, ATA 192)
• Device-based “Do Not Disturb”
• Poly (OBI 300, OBI 302)
Voicemail with message waiting indicators
Teams Rooms
I’m often working from home and I
can’t keep up with a meeting when my
colleagues are meeting in the office

Name: Bob D
Role: Information Worker
Company: Customer
Considerations for space configurations: Primary meeting behaviors

Meet and Present Meet and Co-create

More formal Less formal

Audio/Video is a priority Co-creation, inking and whiteboarding is a priority
Focus on presenting content Access to personal files
Device is typically fixed, allowing users to remain Device can be mobile, encouraging users to
seated while interacting with the device from a stand up, gather and interact with the device
center of table console
Space archetypes

Small Room Medium Room Large Room

Space archetypes

Extra Large Open | Flex Collab

Devices to meet the needs of any size or type of room
Microsoft Teams Rooms

Integrated

Brings the speakers, mics, camera and computer

together into a single device

Can be deployed within minutes, reducing installation

time and simplifying device management

Designed for smaller spaces like focus rooms or small

meeting spaces

Combined audio and video functions

with separate displays

Modular
Maximum flexibility to scale up or down to meet
any room with individual A/V peripherals such as
mics, speakers and cameras

Manage the meeting without leaving your seat

with a center of room touch panel

Individual connected devices

Integrated : set up in minutes
power
switch
Power
Easy deployment that
helps you scale fast

HDMI Ethernet
Integrated form factors means less POE
equipment to install and troubleshoot
display console

Minimal cabling

G Install device above or below display

Enable users to get started fast using

familiar sign-in with wired content sharing
Modular: Microsoft Teams Rooms components

Touchscreen
Compute Camera Audio Display
console

Peripherals

Partnerships with leading device manufacturers

Modular: Teams Rooms connectivity – small room
Microphone, speaker, Monitor
Compute
camera
USB
touch screen

USB

HDMI

USB

Console
Speaker(s)
Modular: Teams Rooms connectivity large room
Analog Dual monitor
Camera

Display USB USB

touch
extension screen

Cat 6
USB HDMI

Compute
Table
extension Content
USB
camera
USB

USB

HDMI
Table
microphone(s)
Console
The big picture
Plan Deploy Manage

Room
Device Site Service Configuration Maintenance
inventory Procurement Adoption
selection readiness readiness & deployment & operations
& plan
capabilities

Facilities AV team IT project team

• Room inventory • Plan • Network readiness
• Hang/drill/power • Configure • Provision/configure
• Room offline • Install • Scale
• Signs • Support • Monitor/maintain

Reference: Plan for Microsoft Teams Rooms - Microsoft Teams | Microsoft Learn
Resource account
Every Teams Rooms device requires its own unique account.

Create the account in advance of hardware installation

You can create them via:

• Microsoft 365 Admin Center
• PowerShell
• Active Directory Users and Computers

Skype for Business Control Panel

Use naming standards

Teams Rooms Resource account setup workflow

Configure
Resource Set password Skype for
Identify room Calendar Auto
exists to not expire Business
Accept

Create Exchange Enable Account

Resource for Skype

Assign Teams
Teams License

Configure
Teams Rooms
Licensing solutions Microsoft Teams Rooms Basic Microsoft Teams Rooms Pro

for Microsoft Microsoft Teams

Teams Rooms
Audio Conferencing1

Whiteboard

Teams Phone

Microsoft Intune
Note: These are the only supported
Azure Active Directory
licenses for Teams Rooms.
Premium Plan 1

Skype for Business Plan 22

1
To verify service availability, refer to
Geographic availability Worldwide Worldwide
Country and region availability for Audio Conferencing and
Calling Plans
. Communication Credits may apply for additional services, Commercial, WW Public Sector, Education, Commercial, WW Public Sector, Education, Charity,
such as toll-free, international minutes for domestic plans, Segment availability Charity, GCC GCC, GCC-High
etc. Customers can disable these features to avoid additional
billing.
2
Included to enable certain legacy authentication methods. EA, EAS, EES, CSP, Web Direct, New commerce
3
You need to add and assign a free Teams Rooms Basic Web Direct, New commerce experience
license for each device via the Microsoft 365 admin center. Channel availability experience (NCE) – Customer led, NCE – Partner
(NCE) – Customer led3 led
Immersive Experience
Microsoft Teams Rooms Setup
Bookings
I lose a lot of time taking customer calls
and booking service visits

Name: Bob D
Role: Service Department Manager
Company: Customer
Microsoft Bookings
A simple, yet powerful tool to ease the hassle of scheduling

Bookings incudes a web-based booking

calendar and integrates with Outlook to
optimize your staff’s calendar and give your
customers flexibility to book a time that works
best for them.

Automated notification emails reduce no-

shows and enhance customer satisfaction, and
organizations save time with a reduction in
repetitive scheduling tasks.

Bookings helps you easily conduct virtual

appointments via Skype/Teams and manage
day-to-day scheduling via the Bookings app in
Teams.

With built in flexibility and ability to

customize, Bookings can be designed to fit the
situation and needs of many different parts of an
organization.

88
Bookings scenarios

Financial Services HR Health care Government & Public Sector

consultations, banking and candidate interviews, onboarding, patient visits, provider-to-provider court hearings and trials, public
insurance services, tax filings benefits assistance, training/seminars collaboration, insurance consults services, department appointments

Education | K-12 Education | Higher Ed Retail General Enterprise/SMB

parent-teacher conferences, school office hours, tutoring, student assisted shopping, contractor customer and client meetings, tech
town hall, student-counselor visits services, exam sign-up scheduling, design services support, legal reviews, facilities
Immersive Experience
Microsoft Bookings
Shifts
My biggest challenge is managing my
team’s schedule and holidays. Making
sure our store is staffed and my people
are informed is a struggle

Name: Angela A
Role: Store Manager
Company: Customer
Manage shifts seamlessly

Create team schedules with ease

Save manager time with a mobile staffing tool

Empower frontline workers to own their

schedules with self-service tools

Track time and attendance

Manage and secure your frontline experience

Immersive Experience
Teams Shifts App – Frontline Manager
Immersive Experience
Teams Shifts App – Frontline Worker
Microsoft 365 Apps (Microsoft Office)
I spend a lot of time deploying and
managing office client versions and
deploying feature and security updates
for my customers
Name: Marc D
Role: Desktop Engineer
Company: Partner
Legacy software’s challenges
Older client versions can result in increasingly poor user experience

End user experience Security and reliability

Reduced functionality due to Slower response to modern

legacy client dependency cyber threats
Inconsistent experience across Greater IT liability for
web, mobile, and desktop compliance and security
Fewer legacy scenarios in Greater IT responsibility to
adoption resources monitor client health
Outdated protocols not
optimized for cloud services
Microsoft 365 Apps vs Office Professional Plus
CLOUD-MANAGED CLIENT ON-PREMISES CLIENT
Microsoft 365 Apps Office Professional Plus 2021

Familiar & full Office applications (online / desktop / mobile) Familiar & full Office applications (online / desktop)

Licensed per User, (5 PC / Mac + 5 Tablet + 5 Mobile) Licensed by Device, (+ Software Assurance)

Subscription (USL) (+ transition benefits) Perpetual License

Regular feature updates with subscription New features every 3-4 years with each major release

Use Office while update packages install in the background Use Office only after all base files and patches fully installed

Cloud-powered, intelligent features in the Office apps

Streamed to your deployment infrastructure or direct to PC

OneDrive for Business file storage (1 TB)

Microsoft 365 Apps deployment lifecycle

First install Update management

Identity Configure Download Validate Distribute Install Activate Download Validate Distribute Update

Second install
 Best practices for deployment channels

Plan and develop Broad deployment Testing option

Get new features when they The latest productivity features Delayed update schedule
Purpose become available on a predictable schedule
deployment
Plan and
develop

Testing
option
Broad

Release cadence Monthly 2nd Tuesday of every month January and July

Semi-Annual Enterprise
Channel Current Channel Monthly Enterprise Channel
Channel

All audiences Customers who need the Select devices requiring

Audience latest features on a extensive testing
predictable monthly cadence
Insights and alerting
Tenant health overview and trends

Regressions of performance or reliability

Diagnostics data coverage

Activity in recommended channels

Immersive Experience
Microsoft 365 Apps – Management and Health
Lab: Microsoft Teams Phone