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Microsoft 365 Documentation

repository·public·Indexed 22 days ago

https://github.com/microsoftdocs/microsoft-365-docs

Source documentation for Microsoft 365 hosted on Microsoft Learn. Content includes guides on deploying and managing Microsoft 365 Copilot agents, using Copilot Studio, Agent Builder, and the Microsoft 365 Agents Toolkit. It covers administrative roles, Application Lifecycle Management (ALM), data security, compliance, and pay-as-you-go billing for Copilot services.

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What's inside Microsoft 365 Docs

  1. Overview of Document Processing for Microsoft 365

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    Document processing for Microsoft 365 is a suite of AI-powered cloud services designed to automate content processing and extract knowledge from unstructured data. It transforms files into structured, actionable information that can be searched, analyzed, and reused.

    Key capabilities include:

    • Document Organization: Automatically extract, summarize, or generate content from SharePoint document libraries.
    • Translation: Create translated copies of files in supported languages.
    • Document Generation: Use content assembly to automate the creation of routine or bulk documents (e.g., contracts, reports, onboarding packets).
    • Data Extraction: Process incoming business documents (e.g., insurance forms, rental agreements) to extract key details.
    • Compliance: Apply sensitivity and retention labels to content automatically.
    • Discoverability: Use OCR to extract text from images/scanned documents and use metadata-based queries to find content more precisely.

  2. Overview of the Teams EHR connector for Epic integration

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    The Microsoft Teams Electronic Health Record (EHR) connector allows clinicians to launch virtual patient appointments or consultations directly from the Epic EHR system using Microsoft Teams.

    Key capabilities include:

    • Integrated Workflow: Launch Teams Virtual Appointments from within Epic.
    • Patient Access: Patients can join appointments via a patient portal or through SMS.
    • Advanced Scenarios: Supports multi-participant visits, group visits, and interpreter services.
    • EHR Metadata Sync: Automatically writes metadata (connect/disconnect times) back to the EHR for auditing and record-keeping.
    • Reporting: Access consumption data reports and customizable Call Quality information for EHR-connected appointments.

  3. Overview of Microsoft 365 for frontline workers

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    Microsoft 365 for frontline workers is an AI-powered platform designed to optimize workforce and customer interactions. It focuses on four primary pillars:

    1. Enhance communications and collaboration: Uses Microsoft Teams (chats, notifications, Walkie Talkie), Viva Connections, and AI-powered translation to connect workers.
    2. Transform employee experiences: Uses SharePoint, Viva Connections, and Viva Learning to foster inclusion, wellbeing, and continuous training/onboarding.
    3. Increase frontline operational efficiency: Digitizes paper-based processes using Microsoft Lists, Planner, and Approvals. It also leverages the Power Platform (Power Automate, Power Apps, Power BI) for automation and uses Shifts in Teams for schedule management and WFM (Workforce Management) integration.
    4. Simplify work with an AI Agent: Utilizes Frontline Agent (rolling out in Microsoft 365 Copilot and available in Teams) to reduce information search time, summarize shift updates, and draft handovers.

  4. Overview of Microsoft 365 Copilot Search

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    Microsoft 365 Copilot Search is an AI-powered universal search experience designed to help users find relevant information across an organization's data. It functions as an organizing layer for AI, allowing users to find information via search and then transition to Copilot Chat for deeper exploration or task execution.

    Key capabilities include:

    • Unified Search: Interprets content across Microsoft 365 applications and third-party data sources via over 100 connectors in the Microsoft Catalog and support for custom connectors.
    • Semantic Understanding: Uses AI to interpret context, relationships, and meaning rather than relying solely on keyword matching.
    • Natural Language Queries: Supports everyday language requests (e.g., "show me emails from John about Q4 forecasting sent last week").
    • Copilot Answers: Provides concise, AI-generated responses at the top of search results for specific natural language queries.

  5. Overview of Microsoft 365 support integration for ServiceNow

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    The Microsoft 365 support integration app (minimum version 2.0.0) allows you to connect Microsoft 365 help, support, and service health data directly into your ServiceNow instances.

    Key Features:

    • Service Health Incidents: Automatically matches ServiceNow incidents to Microsoft service health incidents using machine learning based on the incident's short description.
    • Recommended Solutions: Uses machine learning to suggest targeted Microsoft articles and solutions based on task and incident descriptions.
    • Microsoft Service Requests: Enables users to escalate issues to Microsoft support agents and track request status directly within ServiceNow using a workflow similar to the Microsoft 365 admin portal.

    Limitations:

    • Not supported in regulated or restricted environments.
    • Supported in English only.

  6. Overview of ServiceNow integration for Employee Self-Service

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    The Employee Self-Service agent uses the Microsoft 365 Copilot Connector to integrate with ServiceNow Knowledge. This allows employees to use semantic search within the agent to find relevant IT/HR workflows and knowledge base articles (e.g., 'How do I apply for leave?').

    Key Capabilities:

    • Semantic search based on keywords, personal preferences, and social connections.
    • Access to knowledge base articles that are either visible to all users or restricted via user criteria permissions.

    Important Note: You must complete the deployment of the Employee Self-Service agent before configuring this ServiceNow extension pack.

  7. Overview of the Employee Self-Service Agent

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    The Employee Self-Service (ESS) agent is an AI-powered, customizable interface built on Copilot Studio and Power Platform. It is designed to automate routine HR, IT, and operational tasks by integrating with enterprise data sources via APIs and connectors.

    Key architectural details:

    • Modular Design: Supports integration with enterprise data using APIs, connectors, and secure authentication.
    • Deployment Flexibility: Supports multitenant deployments and can be used in on-premises, hybrid, or fully cloud-based environments.
    • Security: Enforces data security through Role-Based Access Control (RBAC) and encrypted data transmission.

  8. Overview of Microsoft 365 Copilot reporting options

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    Microsoft 365 Copilot provides four primary reporting sources to monitor usage, performance, and compliance:

    • Microsoft 365 admin center: Focuses on readiness (license eligibility, technical blockers) and basic usage metrics (adoption, user activity).
    • Viva Insights Copilot Analytics: Provides deep analytics via the Copilot Dashboard (adoption, productivity impact, ROI) and Advanced Insights Analyst tools (custom queries, Power BI templates).
    • Microsoft Purview audit logs: Used for compliance tracking and security auditing by reviewing all Copilot activities.
    • Power Platform & Copilot Studio Analytics: Tracks consumption metrics for Copilot agents and agent performance.

  9. Overview of autofill columns in SharePoint

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    Autofill columns is a Microsoft Syntex service that uses large language models (LLMs) to automatically extract, summarize, or generate content from files uploaded to a SharePoint document library.

    Users can provide a prompt (a natural language question) to a document, and the system saves the response directly into a designated SharePoint library column. This allows for automated metadata management, which can then be used for indexing, triggering workflows, or defining information protection labels.

    Key capabilities include:

    • Extractive prompts: Pulling specific existing data from a file.
    • Generative prompts: Creating new content, such as summaries, based on the file content.
    • Complementary use: Working alongside other document models to capture metadata that standard models might miss.

  10. Manage Loop in your organization

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    To fully control Loop components and workspaces in your organization, you must configure both Cloud Policy and SharePoint PowerShell. Cloud Policy manages Loop workspaces and integration in Microsoft apps (Outlook, OneNote, Whiteboard, etc.), while SharePoint PowerShell is required to control Loop experiences specifically within Microsoft Teams.

    Core Concepts

    • Loop Files: Powered by .loop files (formerly .fluid) stored in OneDrive, SharePoint, or SharePoint Embedded.
    • Storage: Loop content counts against your organization's SharePoint quota.
    • Scope: Cloud Policy can be scoped to specific users via Microsoft 365 groups, security groups, or dynamic groups. SharePoint PowerShell settings apply tenant-wide and cannot be scoped to specific groups.

  11. Configure Microsoft 365 Enterprise services and applications

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    This guide provides a centralized directory of resources for configuring core Microsoft 365 Enterprise services. While basic setup instructions are available for rapid deployment, advanced configuration is required for specific requirements such as mail routing, file storage, or sharing policies.

    Key service areas include:

    • Microsoft 365 Suite: Branding the sign-in page, customizing help desk info, integrating with Microsoft Entra ID, mobile device management, and connectivity monitoring.
    • Email (Exchange Online): Migration guidance and Microsoft Defender for Office 365 deployment.
    • Sites (SharePoint): Hybrid functionality and deployment planning.
    • IM and online meetings (Teams): Deployment overviews, conferencing, and voice solutions.
    • File storage & sharing (OneDrive and SharePoint): Guidance on choosing between OneDrive and SharePoint team sites.
    • Microsoft 365 applications: Deployment of Apps for enterprise, Power BI, Project for the web, and Microsoft Intune.
    • Enterprise Social (Viva Engage): Overview and enterprise setup.

  12. Configure ServiceNow authentication methods

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    ServiceNow integration supports several authentication types. For all security-related tasks in ServiceNow, the logged-in user must have the admin or security_admin role and must elevate their access using the Elevate role option from the profile menu in the top right of the navigation bar. If the New button is missing in the configuration pane, ensure the role is elevated to security_admin.

    Supported authentication methods:

    • Basic authentication: Uses a ServiceNow username and password. Recommended for testing only due to lower security.
    • Microsoft Entra ID OAuth using certificates: Uses app tokens via a registered Microsoft Entra ID application.
    • Microsoft Entra ID User sign in: Allows end users to sign into Microsoft Entra ID using the ServiceNow connector.
    • User OAuth2: Standard OAuth2 authentication flow.