All posts in Office365

Microsoft 365 – Apply Sensitivity Labels for Automated Processes

When creating a policy for a sensitivity label you have the option to set a default label for the user the policy is pointed at.  You can get more information on this process at the “Apply a default label” item on Microsoft’s Learn About Sensitivity Labels page.  This method, however, has a limitation.  It only works within a mail client that can connect to the Microsoft 365 Security/Compliance endpoints.  Doesn’t seem like a huge issue right?  Well, what about automated notifications that are sent via Power Automate or another custom solution that doesn’t utilize the Outlook (or other) client?  I’ve tested this.  It doesn’t work.  If I send it from Outlook or OWA I get the default label.  If I have an automated process within Power Automate it doesn’t.  In this post, I will show you how you can apply sensitivity labels for automated processes so all of your emails can contain a sensitivity label.

Read more

Create a Sensitive Info Type in Microsoft 365

When dealing with sensitive information within Microsoft 365 you often need to utilize a sensitive info type.  This is an entity within the security console that groups data by the sensitive information it contains.  For example, a credit card is a sensitive info type and is configured to look within content for credit card number formats.  Luckily, Microsoft provides 100 pre-configured sensitivity types and they really cover a large number of possibilities.  Well, what if you have a type of sensitive data that isn’t in the provided templates.  Well, that’s where this blog post comes in handy.  In this post, I will show you how to create a sensitive info type in Microsoft 365’s security console.

Read more

Project Cortex – Topic Cards and Topic Pages

In my previous post, I provided a brief overview of what Project Cortex is and how it can benefit an organization.  In this post, I would like to focus on topic cards and topic pages.  I’ll discuss what they are and what goes into creating them.

Topic Cards

A Topic card is an overlay that sits within the Office 365 tool you are using (Word, Outlook, etc).  A topic card is going to give you an overview of a knowledge topic (hence the name) within your organization.  It contains a description/definition, any acronyms it may exist under, People who may be experts in the topic, any files that may contain any information pertaining to the topic and any other topics that may be related.

For the most part the different components of the card are self-explanatory, but related topics might need a bit of an explanation.  Quite often if a topic is found to be related to other similar items people may want to know about these.  If these items are also a topic in Project Cortex a link to that topic will also be listed here.  For example, say your company is going through a massive records management overall and has a subproject within it related to configuring Microsoft 365 to organize and retain the information you are storing.  If that project is also a topic within Cortex the link to it will be displayed in the “related topics” section of a topic card.

Project Cortex - Topic Card

Topic Pages

Think of a topic page as a full-page view of a topic card.  The information is going to be very similar, but it also will likely be more extensive because more information can be fit on a page than a card.

Project Cortex - Topic Page

Something that Project Cortex allows with a Topic Page that will be extremely beneficial to a communications team within any org is the ability to edit Topic Pages.  While Cortex will build out the initial page for you, the actual page can be edited for both content and format.  So if the information pulled and built by the AI isn’t quite right or you want to elaborate a bit more you have that ability.

Before I complete this post I want to ensure everyone is aware that everything that Cortex builds is completely security trimmed.  In fact, if Cortex pulls data from a document to build a page or topic card out and you as the user viewing the card or topic card does NOT have access to the document (in a location you don’t have access to) then our experience will actually be a little different.  Cortex will actually build the information on your card or topic page from documents that you do have access to.  So users that shouldn’t have access to a particular component of data for a topic (whether a project or even general information on something within the company) won’t be able to get it via Cortex.

In a future post, I will discuss the next level in a Cortex topic card or page.. the knowledge center.


Thanks for reading!!

Project Cortex Could Be a Game-Changer – Overview

This fall Microsoft made the largest product announcement (in my opinion) since Microsoft Teams a few years ago (2017).  It was large enough that it received a good chunk of Satya Nadella’s Ignite Keynote.  It’s hard to nail down a single definition of the product.  With SharePoint, you have a tool focused on document organization, storage, collaboration, and information management.  With Microsoft Teams you have a similar purpose (it runs on SharePoint after all) but it focuses even more on small team collaboration.  Exchange is a no brainer.  But Cortex is something different.  I feel Project Cortex could be a game-changer for organizations.

Read more

Information and Records Management in Office 365 – Publish a Retention Label

With the new modern experience being pushed out more and more to the O365/M365 Admin consoles things are changing at a daily rate it feels like.  The other day I was setting up some retention label policies and found things weren’t where they used to be.  In order to help others, I thought it wouldn’t be a bad idea to publish the steps to publish a retention label in the new modern experience.  This post assumes you already have a label created.  If you need assistance with that please view my previous post on the steps for creating a retention or record-retention label.

Read more