This article is contributed. See the original author and article here.
Microsoft Edge for Business, the new, dedicated work experience currently in preview for the Microsoft Edge browser, is planned to be released with Microsoft Edge stable version 116 (scheduled for the week of August 17, 2023). All customers who sign into Edge using Microsoft Entra ID (formerly Azure Active Directory) will automatically be transitioned to Microsoft Edge for Business as part of the release.
What to expect with Microsoft Edge for Business:
Policies, settings, and configurations previously set by an organization and its Entra ID connected users will be automatically transitioned to Edge for Business.
IT maintains full control over policy and feature management and configuration with Edge for Business.
The icon will be updated to include a briefcase.
An optional personal browsing window, Microsoft Edge, is enabled so users with a personal profile can separate their work and personal browsing and take advantage of the full feature set of Edge for personal use. This will also enable automatic switching from the personal to work browser window when work sites are accessed. The personal browser window is lightly managed, with IT maintaining control over security, compliance, and update policies.
From the beginning, Microsoft Edge was designed with the specific needs of businesses and organizations in mind, with enterprise grade security, productivity, management, and now AI, built in. Microsoft Edge for Business is the next step in the journey to deliver the best browser for business across desktop and mobile, with enhanced separation of work and personal browsing, unmanaged device support, and more coming soon.
General
Is this a new browser?
No, this is not a new browser. This is a new, dedicated Microsoft Edge experience built for work that enables organizations to configure it to maximize productivity and security. It has the same functionality that you’re already familiar with in Microsoft Edge in addition to optional automatic switching built to help meet the evolving needs of users and businesses. Signing in with Microsoft Entra ID will automatically enable Microsoft Edge for Business.
How is Edge for Business differentiated from regular Microsoft Edge?
Microsoft Edge for Business is a dedicated work browsing experience. It’s distinguished through visual elements such as an adjusted icon and other minor visual cues.
IT maintains full control over policy and feature management and configuration with Edge for Business. Meanwhile, Microsoft Edge is lightly managed, with IT maintaining control over security and compliance policies of the personal browsing window. With users separating their work and personal browsing and content, personal data can be excluded from enterprise sync in the work browser window, giving users the privacy they want.
What benefit does Microsoft Edge for Business provide?
For IT, Microsoft Edge for Business can reduce the surface area for cyberattacks, heightening the organization’s security posture, since it offers the opportunity to streamline down to one browser for all use cases. For end users who are signed in with work and personal profiles, Edge for Business can provide a better browsing experience with automatic switching, which has security and privacy benefits.
Does Microsoft Edge for Business require a separate download?
No. Microsoft Edge for Business is automatically triggered by signing in with a Microsoft Entra ID.
User experience
What will the user experience be when Edge for Business becomes available?
After Edge stable version 116 release is deployed, and the browser is restarted:
The Microsoft Edge icon will be updated to the Edge for Business icon
When the user launches Edge for Business, Microsoft Entra ID users will automatically be signed in
A one-time banner will appear at the top of the browser after first launching Edge for Business informing the user of the change with a link to learn more
What impact will the change to Edge for Business have on users?
Users who are only signed in with Microsoft Entra ID
After Edge stable version 116 release is deployed, and the browser is restarted, all users who sign in with Microsoft Entra ID will be transitioned to Edge for Business. Edge for Business inherits all configurations and policies previously set for Microsoft Edge, so the main difference users will see at this time is the Microsoft Edge for Business icon and a new location for their profile photo.
Users who are signed in with both Microsoft Entra ID and Microsoft Account (MSA)
Users who are also signed in with a personal profile (using their Microsoft account (MSA)) can experience automatic switching between their work browser window (Microsoft Edge for Business) and their personal browser window (Microsoft Edge).
With the Edge stable version 116 release:
Switching from the personal browser window to the work browser window will be on by default with the option to turn off by the user
Switching from the work browser window to the personal browser window will be off by default with the option to turn on by the user. Switching from the work browser window to the personal browser window will be default on in future versions of Edge for Business.
To turn on/off automatic switching, visit Edge settings and toggle on/off “Automatic profile switching”.
Work-related sites, such as Microsoft 365 apps and services and sites requiring work login, automatically open in the work browser window. A growing set of popular sites open in the personal browser window once enabled by the user in Edge settings. Users can designate additional sites for work or personal use in settings. (Note: user site designation cannot be overwritten by IT administrators at this time.)
What happens to favorites, passwords, etc.?
Passwords, favorites, and data currently associated with the user’s work profile will be maintained in Edge for Business. Passwords, favorites, and data are not shared between the work browser window and the personal browser window.
What impact will this cause to my default browser settings?
There is no impact to users’ default browser settings.
Will users see both the Edge and Edge for Business icons on the taskbar?
Users that are only signed in with Entra ID will see the Edge for Business icon and not the Edge icon.
Are there materials I can share with my end users to prepare them?
Yes! A downloadable email draft is available and is linked at the bottom of this post.
IT management and controls
Will all policies and configurations previously set by IT be applied to Edge for Business?
Yes, all policies and configurations currently in place will be inherited by Edge for Business.
What controls will IT admins have?
IT maintains control over the security and compliance posture of both Microsoft Edge and Microsoft Edge for Business. Edge is lightly managed, with users able to access all features, while in Edge for Business, IT can control which features are available to users.
IT admins can disable the personal browser window so that their users can only access Edge for Business. Please note that in this case, users will not be able to use Microsoft account based personal profiles and will not experience automatic switching between work and personal browsing.
What policies will be enabled in the personal browser window?
The Microsoft Edge personal browser window is lightly managed, with all security, compliance, and Edge update policies applied, without the additional overhead of managing another browser. To learn more, please visit this site.
How does my organization turn off the personal browser window?
Yes, Edge for Business includes support for unmanaged devices, currently available in preview. Please use these steps to access this preview.
Is Edge for Business available on mobile?
Yes. Edge for Business on mobile is built with enterprise grade security, productivity, management, and now AI, built in. An updated icon, automatic switching, and management via Edge management service in the Microsoft 365 admin center will be available for Edge for Business on mobile the future.
Can anyone with a Microsoft Entra ID (formerly known as Azure Active Directory) can get Microsoft Edge for Business?
Microsoft Edge for Business will be the standard experience for all users with a Microsoft Entra ID.
Will my sites and apps that work in Microsoft Edge work in Microsoft Edge for Business?
Yes, sites and apps that currently work in Microsoft Edge will work in Microsoft Edge for Business.
Are there any functional changes to the Entra ID profile?
No. There are not any functional changes to the Entra ID profile.
Automatic Switching
How do I switch between the Microsoft Edge for Business browser window and the Microsoft Edge browser window?
With the Edge stable version 116 release, URLs entered into the personal browser window that are for work-related sites, such as Microsoft 365 apps and services and sites requiring work login, will automatically open in the work browser window.
Do I need to enable automatic switching?
With this release, switching from the personal browser window to the work browser window will be on by default with the option to turn off by the user. Switching from the work browser window to the personal browser window will be off by default with the option to turn on by the user. This will be enabled by default in a future release. To turn on/off automatic switching, visit Edge settings and toggle on/off “Automatic profile switching”.
Are the work and personal browser window connected?
The work browser window (Microsoft Edge for Business) and personal browser window (Microsoft Edge) will have their own separate caches and storage locations, so information stays separate. This feature does not create any link between the user’s Microsoft Entra ID account and their MSA account, and the organization settings related to linking work and personal accounts are unaffected. There are no functional changes to the Entra ID profile.
How does a user customize the work and personal URL list?
To designate sites to open automatically in the work and personal browser windows, go to edge://settings/profiles/multiProfileSettings and select “Choose preferred browser for sites” to turn off or select a preferred profile for the applicable site.
Is there a group policy to customize the work and personal URL list?
Not at this time.
Is there a group policy to turn on/off automatic switching?
At this time, only users will be able to turn switching between work and personal browser windows on and off.
For organizations that do not want automatic switching or personal profile usage, there is a group policy to turn off multiple profiles.
Is there a group policy to add sites to the site list?
Not at this time.
When the user switches between work and personal browser windows, are they logged out of sites and apps?
No, switching between the work and personal browser windows will not log the user out of sites and apps.
How do I adjust which browser window a site is opened in?
There are two ways to change which browser window is used to open a website:
Click the Switching icon, pictured below, to switch back to the preferred browser window. This action makes the browser remember your choice for that URL.
Go to edge://settings/profiles/multiProfileSettings and select “Choose preferred browser for sites” to turn off or select a preferred profile for the applicable site.
This article is contributed. See the original author and article here.
The Microsoft 365 Commercial Support Team resolves customer support cases and provides support to help you be successful and realize the full potential and value of your purchase. Our support services extend across the entire lifecycle and include pre-sales, onboarding and deployment, usage and management, accounts and billing, and break-fix support. We also spend a considerable amount of time working to improve the supportability of Microsoft 365 services to reduce the number of issues you experience as well as minimize the effort and time it takes to resolve your issues if they do occur.
Today, we’re excited to share more about some of our supportability work with Microsoft Teams Live Events.
Microsoft Teams Live Events and the full capabilities of Microsoft 365 make it easy for you to deliver small, medium, or large-scale virtual events to connect with employees and customers. For the past few years, a small team within our Microsoft 365 Commercial Support organization has been helping customers prepare for, set up, and run webinars, events, and large virtual meetings as part of the Microsoft 365 Live Event Assistance Program. The team has helped deliver thousands of virtual events and engages regularly with a wide range of customers, including some of the largest enterprises.
Today, I’m excited to welcome three members of our support team who work on this program to share some of their guidance, insights, and best practices for delivering successful virtual meetings using Microsoft Teams.
Brian: Welcome Susheel, Saurabh, and Sylvie! Tell us a little bit about your roles and what you’ve been working on.
Susheel: I am a Microsoft live events assistance engineer, and, in my role, I help customers globally make their events successful. I support them from the initial stage through to the last minute.
Saurabh: I am a Microsoft virtual events assistance engineer, and, in my role, I can help you get more familiar with setting up and running an event, webinar, or large meeting and be available during the event to help if any questions or issues come up.
Sylvie: I am a Support Planner, and I focus on Microsoft Teams. In my role, I get to design and enable end to end support experiences for our customers.
Brian: Ok, so there are a few different meeting types with Microsoft Teams… how do you know which one is best suited to your needs?
Susheel: You’re right and it really depends on the meeting size and desired capabilities. Here’s a table we use to help guide our customers in the selection. Note that this table may change as new Teams features are released.
Option
Teams Meeting
Webinars
Live events
Registration feature
Not available
Included – Can be customized
Not available
Attendee count
1,000
(IfView only mode is enabled then up to 10,000 (1001-10000) users with view only permissions)
Fully interactive audience (can talk, answer polls, etc) – up to 1,000 users.
20,000 users in view only mode, with capabilities for Q&A
Max Participation
10,000
1,000
20,000 (Special request 100k)
Attendee microphone
Microphone can be disabled (which prevents attendees from enabling their microphone)
Microphone can be disabled (which prevents attendees from enabling their microphone)
Disabled for attendees
Attendee camera
All cameras can be disabled, or individual cameras can be enabled/disabled
All cameras can be disabled, or individual cameras can be enabled/disabled
Disabled for attendees
Audience participation
Interaction level can be customized by the organizer
Interaction level can be customized by the organizer
Limited interaction
Join by phone (attendee)
Yes
Yes
Yes
Breakout rooms
Can be done for only 300 attendees
Can be done for only 300 attendees
Not available
Recording
Available in Meeting Chat/ OneDrive
Available in Meeting Chat/ OneDrive
Stored in Azure Media Services(valid for 180 days)
Interaction with Attendees
Meeting Chat & Raise Hand
Meeting Chat & Raise Hand
Moderated Q&A
Multiple people on Screen
Spotlight Feature
Spotlight Feature
Using encoders
MS Polls
Yes
Yes
No
Live Captions
No
No
Yes
Attendance Report
Yes
Yes
Yes
Brian: Wow, this is great. So, you’ve helped customers prepare for and deliver thousands of online events, what’s the typical event size and format?
Saurabh: I am glad you asked, I have worked with customers where the size has been anything between 1k – 100k, and for simple live events the Teams Quick start events would be the first choice and for the customized events, we go for Teams encoder-based events. These are both part of the Live Events option in the table above.
Brian: What are some of the tips and tricks you’d recommend for putting on a successful event?
And here are a few things that have helped our customers and are considered good practices for any meeting that you run:
[1] Whenever presenters are sharing content or audio, they need to make sure their Microsoft Teams status is set to Do not disturb to avoid unwanted notifications and notification sounds from popping up and getting delivered to attendees.
[2] If you are presenting or producing an event, make sure that you close out of all your unused background applications to avoid the utilization of laptop memory/processor internet load.
[3] For the highest audio quality, we recommend that on-camera presenters avoid using Bluetooth audio devices as this can cause delays in audio and video sync. We suggest using hard-wired headsets and equipment.
[4] One of the ways to test that the tech is ready for a live event is to create a short welcome video with audio and check with a test attendee account to ensure that audio and video are working fine.
[6] If you are running a live event from home or a remote place, make sure that no other streaming services are being used in that location at the same time (for example – Netflix, YouTube).
[7] If possible, we recommend using a hardwired internet connection instead of a wireless connection to ensure high quality signal strength.
[8] Make sure none of your producers or presenters are forwarding the meeting links that they receive in the mailbox (email) from the event’s organizer. This is because the role of each event member needs to be defined and forwarding links may cause permissions issues. It’s best to share the list of producers and presenters with the event organizer so the organizer can accurately define everyone’s role.
[10] If you forget to include system audio while you’re already presenting, you can still navigate to the top center of the screenshare (Active Screenshare) and look for the below pop-up:
When including system audio, make sure no other audio programs are being played in the background. Otherwise, the audio system will include that as well.
[11] Once the live event starts, the producer should mute everyone and each presenter should un-mute themselves before they start speaking. This will help to minimize disruptions during the meeting.
[12] Avoid touching the END button during the live event. If you restart the live event, all the live event resources (recording, attendance report, Questions & Answers report) will be replaced with new ones.
[13] If you are in pre-live mode and encounter any technical issues, you can click the RESTART button to refresh the services on the backend (allow a couple minutes for this to happen) and then rejoin the event.
[14] All of the producers and presenters need to join the live event using the Microsoft Teams desktop application for Windows or MAC, not the web version or on a mobile device.
[15] If a producer or presenter joins the live event on a mobile device, they will get redirected to the attendee link because joining as a producer or presenter on a mobile device is not supported. Presenter roles are now supported on select IPad devices. Find more information in: Get started with Microsoft Teams live events – Microsoft Support
[16] Producer and presenter roles and views are not currently supported for Linux, including Chromebooks.
[17] Ensure attendees have installed the latest versions of Microsoft Teams and web browsers for highest quality results.
[18] Make sure Microsoft Teams is the only meeting application running during the live event. Close out of other meeting applications (Zoom, WebEx, etc.) to avoid echo issues and resources conflicts during the event.
Brian: Great list and super helpful – thank you for sharing! The Microsoft 365 Live Events Assistance Program seems like a valuable resource, can you tell us a bit more about it?
Sylvie: The Live Events Assistance Program is a unique support program. It is designed to assist customers in preparation for their large event. If you need assistance with setting up and running an event, webinar or large meeting, the team can help you configure and set up your event. They can also be available during the event if you have any questions. Check out the Microsoft 365 Live Event Assistance Program for more information.
Brian: Thank you Susheel, Saurabh, and Sylvie for sharing all these great insights and information!
Susheel Dogra is a Support Engineer in the CSS Modern Work Support Team focused on supporting live events using Microsoft Teams and Microsoft 365.
Saurabh D. Singh is a Support Engineer in the CSS Modern Work Support Team focused on supporting live events using Microsoft Teams and Microsoft 365.
Sylvie Bousquet-Kadackal is a Senior Support Planner in the CSS Modern Work Supportability Team working on end-to-end support experience design for Microsoft Teams releases and programs.
Brian Stoner is a Director in the CSS Modern Work Supportability Team where he leads a team of technical and business program managers.
The CSS Modern Work Supportability Team delivers innovative self-help solutions and diagnostics, in-service enhancements, and support programs to help customers get maximum value from their Microsoft 365 commercial subscriptions and create an easy-to-use, connected support experience.
This article is contributed. See the original author and article here.
Introduction
In today’s fast-paced business landscape, supply chain disruptions are a common occurrence, leading to rapid shifts in supply and demand. This poses challenges for procurement professionals and buyers, who must deal with a significant volume of purchase order change responses on a daily basis. To address these challenges and streamline the process, intelligent and agile tools are required. To meet this need, Microsoft has introduced Copilot support for procurement in Dynamics 365 Supply Chain Management.
The Copilot support for procurement is an advanced tool that empowers users to efficiently manage and assess changes to purchase orders on a large scale. By providing insights into the impact and risk associated with these changes, it greatly enhances procurement decision-making. With this tool, users can swiftly identify high-impact or low-impact alterations, enabling prompt actions to mitigate potential risks.
The technology behind Copilot support for procurement offers a concise overview of purchase order modifications, including adjustments in quantities and delivery dates. It also highlights any potential downstream effects that may arise from these changes. Leveraging the powerful Text-davinci-003 generative AI model, Copilot generates natural-language summaries of these modifications, making it easier to understand and communicate their implications through emails and Teams conversations.
Supply Chain Management Copilot in action:
Procurement: Confirmed Purchase Orders with Changes
The latest addition to the Copilot support for procurement set of AI-powered tools is the “Confirmed Purchase Orders with Changes” workspace. This feature is particularly valuable as it simplifies the identification and reconfirmation of changes that have minimal downstream impact. Procurement managers can efficiently focus their attention on high-impact changes, thoroughly assessing their effects on downstream orders, and directly communicating with vendors to address any potential issues. Overall, this comprehensive set of features helps optimize the entire procurement process and improves collaboration between stakeholders.
Procurement and sourcing > Workspaces > Confirmed purchase orders with changes.
The workspace lists all previously confirmed purchase orders that have been changed since confirmation. It helps the review process by identifying potential impacts on production work, service work orders, and sales orders.
At the top of the workspace, the three tiles summarize groups of changes to confirmed purchase orders and the related downstream impacts.
In preview, the grouping is predefined and limited to pegged orders that have been created by planning.
Low impact changes – This tile highlights changes to purchase orders that have no known impact on downstream orders that have been created by planning, also called pegged orders. A summary of changes is generated to help you review and validate the purchase orders.
High impact changes – This tile highlights purchase orders that have known downstream impacts on pegged orders. These high-risk changes are summarized together with the detected impacts, to help you investigate further and decide what action to take.
Impacted downstream orders – This tile summarizes impacts on pegged orders by the number and type of orders, and it shows the purchase order changes that cause each impact. This information helps you review potential downstream impacts based on the latest master planning run.
Each tile provides a “Show” link, which lets you filter the list of purchase orders and purchase order lines. The list includes columns for the original and new quantities, original and new confirmed delivery dates, and so on.
Review changes to confirmed purchase orders
Purchasers use the workspace to review and accept changes to confirmed purchase orders. They typically follow these steps.
Study all changes to confirmed purchase orders and their downstream impact.
Focus on changes that have a low risk of downstream impact.
Review changes that have a high risk of downstream impact.
Review the remaining downstream impact.
The following subsections describe these steps in more detail.
Step 1: Study all changes to confirmed purchase orders and their downstream impact
The purchaser first opens the Confirmed purchase orders with changes workspace and studies all the changes that have been submitted through the purchase order change management process. Vendors can submit these changes through several channels.
When a purchase order that was previously confirmed is changed, it’s moved back to the Approved state. The workspace shows all purchase orders that have been changed after confirmation.
The workspace shows two lists: one for the purchase orders and one for the purchase order lines.
The purchase order list shows the purchase order number, the vendor, and the requested receipt date from the purchase order header. To view the related records, select the purchase order or vendor link in the list.
The purchase order lines list shows information about each line that has proposed changes. This information includes the item number, product name, original quantity, new quantity, original confirmed delivery date, and new confirmed delivery date. The workspace also provides a hierarchical view of any downstream impact. The Reference field indicates the type of downstream impact, such as a planned kanban for a production order, a sales order, or a maintenance work order.
Step 2: Focus on changes that have a low risk of downstream impact
To take action effectively and efficiently, you typically start by focusing on low-impact changes. These changes have no known downstream impact according to the current plan.
The Low impact changes tile at the top of the workspace provides an AI-generated, natural-language summary of the changes that have a low risk of impact. Select the Show link to open the corresponding filtered view.
The purchaser reviews the changes and can then accept them by selecting individual or multiple purchase orders and then selecting Confirm purchase orders on the toolbar above the list. The procedure for confirming the changes is the same as the procedure for confirming a purchase order for the first time, and it supports batch processing. Any extension that’s registered for purchase order confirmation will also be run.
After the selected purchase orders are reconfirmed, they’re moved back to the Confirmed state.
Step 3: Review changes that have a high risk of downstream impact
The purchaser will spend more time on changes that have a high risk of downstream impact. These changes have downstream orders allocated to them, and the downstream impact has been identified.
The High impact changes tile provides an AI-generated, natural-language summary of the changes that have a high risk of impact. Select the Show link to open a filtered view where you can focus on those impacts and take action.
Note: Only direct downstream impacts are considered. Indirect downstream impacts, such as product work that depends on other production work, aren’t yet considered.
From this view, you can reach out to a vendor using email or Microsoft Teams. Using the contact details of the vendor contact person, the system generates a proposed message text and adds it to a new email message or Microsoft Teams chat. You can then review, update, and send the message.
After you’ve communicated with the vendor, you can update the order further and then send it back to the vendor for confirmation. Alternatively, you might cancel the order and plan for alternative supply.
Step 4: Review the remaining downstream impact
After most of the order changes have been addressed, the purchaser can review the overall downstream impact of the remaining open order changes.
The Impacted downstream orders tile provides a summary of the downstream impact. Select the Show link to open a filtered view where you can focus on those impacts and take action.
In this view, you can analyze the changes from the perspective of downstream impact and identify the purchase order changes that are causing the impact. You can then take action on those purchase orders.
A good way to focus on the most pressing downstream impact is to sort and filter the list by the date of impact (the requested date in the downstream order). You can then take action by communicating with downstream stakeholders. Those stakeholders might, in turn, contact affected customers and replan the downstream orders.
Conclusion:
In conclusion, Microsoft’s Copilot support for procurement in Dynamics 365 Supply Chain Management offers a powerful and intelligent solution to address the challenges of managing purchase order changes in today’s fast-paced business landscape. The tool empowers procurement professionals to efficiently assess and manage changes, identifying high-impact alterations and streamlining collaboration with vendors. With its AI-driven capabilities, Copilot optimizes the procurement process, improves decision-making, and enhances communication between stakeholders, ultimately leading to a more agile and responsive supply chain.
We’re excited to launch Free Trial | Microsoft Supply Chain Center Preview , which harnesses generative AI to assist Supply Chain managers in real-time communication with suppliers regarding specific news
Learn more about the latest AI breakthroughs with Microsoft Dynamics 365 Copilot:
This article is contributed. See the original author and article here.
Customer service agents in a digital contact center interact with a high volume of customers. Often, they handle multiple conversations simultaneously. For example, they might be interacting with three or more customers over chat at the same time.
During customer interactions, they want to capture critical information in quick notes. After wrapping up the conversation, while creating a case, they need to rewrite the information they took already in the note on the customer timeline. Or, after taking notes on the customer’s timeline during the conversation, they need to copy them to the case. Agents must perform this manual process, just to transfer the notes they took onto an existing or a new case.
Now, agents can relate a note on a customer’s timeline to an existing case or create a new case from the note, thus helping them avoid reentering notes during case creation. This expedites conversation wrap-up time and enables agents to create cases quickly.
By linking the note to a case, agents spend less time creating cases and more time helping customers. As a result, agents can have more customer conversations with improved productivity and drive better customer satisfaction.
To ensure agents can create cases quickly, Dynamics 365 Customer Service enables agents to create a new case or associate an existing case with notes they write on the customer timeline during a conversation. This feature is available for the account, contact, and case entities, which means agents can create or associate a note with a new or existing account, contact, or case.
Configure forms to create table records from timeline notes
Administrators can enable this feature from Power Apps by navigating to the form where the timeline is added. They can select one or all the tables (account, contact, or case). Then they can configure the form type and the form to be displayed when an agent creates a new record.
They can also map the notes title and notes description fields to the appropriate table field. For example, they can the map notes title to Case Title. Then they can map the notes description to the case Description. That way, these fields are auto populated when an agent creates a case from the note.
Associate notes from the customer timeline
During the conversation with the customer, the agent might capture a quick note on the customer timeline. Also, while using digital channels, the agent’s notes appear on the customer timeline on the conversation form. The agent can select the note and either search for an existing case (if case table is enabled by the administrator) to associate with it or create a new case.
When they create a new case from the note, the form opens with Case Title and Description fields auto populated with the administrator’s mapping configuration. Upon case creation or case selection, the agent can unlink the note from the current table record. For example, while associating a new or existing case to the note taken on contact timeline, the note will get transferred to case and will be dissociated with the contact. Hence, note will appear on the case timeline and disappear from the contact timeline.
Link the note shown on Conversation form Link a note shown on Contact formCreate a new case from the note and transfer note from the contact to the new case
Based on administrator configuration, agents can associate a note with an existing or a new case, account or contact.
This article is contributed. See the original author and article here.
As an IT pro, you know that staying ahead of the curve in today’s rapidly changing tech environment is critical. Your skills are key to your success—and the success of your team. Microsoft Learn has the tools, resources, and opportunities to help you build those skills and get the most value from Microsoft products and services. To keep pace with in-demand job roles and skills and to help ensure a close alignment with current workplace needs, we regularly review our training and certification portfolio. In today’s blog post, check out the latest updates.
Changing the name of the updated Microsoft Certified: Information Protection Administrator Associate certification and its associated exam
Security teams understand that compliance tools and features are essential for addressing the regional and industry-specific requirements that govern the collection and use of data. In a recent job-task analysis of the Microsoft Certified: Information Protection Administrator Associate certification and its associated Exam SC-400: Microsoft Information Protection Administrator, we recognized the need to expand this certification and exam to include compliance features. This resulted in the addition of two new functional groups (“Monitor and investigate data and activities by using Microsoft Purview” and “Manage insider and privacy risk in Microsoft 365”), which we’ve documented in the study guide for Exam SC-400. The updated exam that includes questions to support these groups was released on June 1, 2023.
Since the original titles don’t include the concept of compliance, we’re updating the certification name to the Microsoft Certified: Information Protection and Compliance Administrator Associate certification and the exam name to ExamSC-400: Administering Information Protection and Compliance in Microsoft 365. These changes are effective August 22, 2023.
If you’re preparing for Exam SC-400, you’ll be interested to know that on June 2, 2023, we added two new learning paths to help you get ready to earn certification:
The corresponding four-day instructor-led training, Course SC-400, was also updated on June 2, 2023, to support the new functional groups.
How might these updates impact you?
The following question and answer set can help you determine how this news impacts your learning journey:
Q. I’ve already earned the Microsoft Certified: Information Protection Administrator Associate certification. What happens now?
A.If you’ve already earned the Microsoft Certified: Information Protection Administrator Associate certification, the name will automatically update to Microsoft Certified: Information Protection and Compliance Administrator Associate on August 22, 2023, on the transcript in your profile on Microsoft Learn.
Retiring the Microsoft 365 Certified: Messaging Administrator Associate certification and its corresponding exam
Learners and organizations have shared their feedback that this certification should better align to current needs and the evolving business landscape. To focus on developing the right experience, we’ll retire the Microsoft 365 Certified: Messaging Administrator Associate certification and its associated Exam MS-203: Microsoft 365 Messaging, at the end of December 2023. And we’ll invest in building new exams, certifications, and training to meet the needs of today’s workplace.
Updates to Microsoft 365 Certified: Messaging Administrator Associate certification.
How might these updates impact you?
The following questions and answers can help you determine how this news impacts your learning journey:
Q. I’ve been preparing for Exam MS-203: Microsoft 365 Messaging. What are my options?
A. If you’ve been preparing for Exam MS-203, be sure to pass it before the end of December 2023. If you pass Exam MS-203 before the end of December 2023, you’ll earn the Microsoft Certified: Messaging Administrator Associate certification, and it will be active for one year.
Q. I’ve already earned the Microsoft 365 Certified: Messaging Administrator Associate certification. What happens now?
A. If you’ve already earned the Microsoft 365 Certified: Messaging Administrator Associate certification, it will stay on the transcript in your profile on Microsoft Learn.
Q. What about renewal for the Microsoft 365 Certified: Messaging Administrator Associate certification?
A. Learners with an active Microsoft 365 Certified: Messaging Administrator Associate certification can renew it for one year (one final time) up to six months after its retirement at the end of December 2023. The renewal window closes at the end of June 2024.
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