How SharePoint Advanced Management Prepares Your Organization for Microsoft Copilot

Introduction

Microsoft Copilot is revolutionizing the way organizations interact with data, leveraging AI to deliver intelligent insights and automation. However, for Copilot to function effectively, it requires a well-structured and secure data environment. SharePoint Advanced Management (SAM) provides essential tools to optimize, secure, and manage SharePoint content, ensuring your organization is Copilot-ready. This blog explores how SAM enhances permissions management, content governance, data accuracy, privacy, and security to maximize the benefits of Microsoft Copilot.

Accidental Oversharing – Taming the Wild West of Permissions

One of the biggest risks in any SharePoint environment is accidental oversharing of sensitive information. SAM helps organizations identify and remediate these risks through features such as:

  • Access Reviews: Automated reports highlight excessive or outdated permissions, enabling administrators to take corrective action.
  • Sharing Controls: Policies can be enforced to restrict sharing of certain file types or limit external sharing.
  • Auditing and Reporting: Advanced logging provides visibility into sharing activities, ensuring compliance with security policies.

By leveraging these tools, organizations can mitigate security risks, ensuring that only the right users have access to the right content—an essential step before enabling Copilot.

Minimize Your Content Governance Footprint – Streamlining for Efficiency

Microsoft Copilot’s efficiency is directly tied to the quality and relevance of the data it processes. Organizations with cluttered SharePoint environments may experience degraded performance and unnecessary costs. SAM offers capabilities to reduce redundant, obsolete, and trivial (ROT) content through:

  • Data Lifecycle Management: Policies that automate archiving or deletion of outdated content.
  • Content Insights: Identifies and flags low-value content, enabling administrators to focus on high-priority data.
  • Retention Labels: Ensures only necessary content is retained, reducing Copilot’s processing burden.

A leaner, well-structured SharePoint environment not only improves Copilot’s efficiency but also enhances its ability to provide accurate and relevant responses.

Improve Copilot Response Quality – Feeding Copilot the Right Data

Copilot’s output quality depends on the integrity of the data it analyzes. SAM helps improve content relevance and accuracy through:

  • Metadata Enrichment: Standardizes data classification, making it easier for Copilot to extract meaningful insights.
  • Duplicate Content Detection: Reduces information overload by identifying and consolidating redundant documents.
  • Content Curation Tools: Helps teams maintain well-organized libraries, ensuring Copilot pulls from authoritative and up-to-date sources.

By cleaning up SharePoint content, organizations can ensure Copilot provides more precise, actionable responses to users.

Control Content Access by Copilot – Ensuring Data Privacy and Compliance

As organizations integrate Copilot into their workflows, maintaining control over which content Copilot can access is crucial for privacy and regulatory compliance. SAM provides several features to manage Copilot’s data access:

  • Sensitivity Labels: Prevents Copilot from analyzing or referencing classified documents.
  • Conditional Access Policies: Restricts Copilot’s access based on location, device, or role.
  • Permissions Management: Ensures that Copilot can only interact with approved datasets, reducing the risk of data leakage.

These tools help organizations align Copilot usage with internal and external compliance requirements, protecting sensitive business information.

Ensure Data Safety for Business-Critical Sites – Protecting Your Crown Jewels

Certain SharePoint sites contain mission-critical data that require enhanced security and governance. SAM enables organizations to fortify these high-value sites by:

  • Access Reviews for Critical Sites: Periodically verifies that only authorized users retain access.
  • Advanced Threat Protection: Detects and prevents unauthorized access attempts.
  • Lifecycle Management: Ensures outdated or irrelevant data is systematically archived or deleted.

By implementing these controls, organizations can protect their most valuable digital assets while maintaining Copilot readiness.

Conclusion

Preparing for Microsoft Copilot requires more than just enabling AI-powered tools—it demands a well-governed, secure, and optimized SharePoint environment. SharePoint Advanced Management provides the essential capabilities to streamline content, secure sensitive data, and enhance permissions management, ensuring Copilot delivers accurate and efficient insights. By leveraging SAM, organizations can maximize the value of Copilot while maintaining security and compliance.

Start preparing your SharePoint environment today to unlock the full potential of Microsoft Copilot!

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Office 365 – Export Email Addresses and UPN of O365 users with PowerShell

I will go over steps on how to export the list of users with their UPN, Object ID, primary SMTP address and Alias email address.

The Get-AzureADUser cmdlet comes in handy to pull all the user details in this scenario. The Mail attribute contains the Primary SMTP address of the user and the Primary SMTP address and Alias email address are stored in the ProxyAddresses attribute in Azure AD. The ProxyAddresses attribute is a multi-value property. The Primary SMTP address can be easily identified as it is in this format, SMTP:user@emaple.com The upper-case SMTP denotes that it the primary email address.

When an object is synced from on-premise Active Directory to Azure AD, the values in the proxyAddresses attribute in AD are compared with Azure AD rules and then populated in Azure AD. So, the values of the proxyAddresses attribute in AD may not match the ProxyAddresses attribute in AzureAD.

Export all users to csv file

The below script will pull all Azure AD users,

Connect-AzureAD

$Output = @() #create an empty array

$AzureADUsers = Get-AzureADUser -All $true | Select DisplayName,UserprincipalName,ObjectId,Mail,ProxyAddresses #Get all Azure AD users

ForEach ($User in $AzureADUsers)
{
	$Output += New-Object PSObject -property $([ordered]@{ #fetch user detail and add to $output
		UserName = $User.DisplayName
		UserprincipalName = $User.UserprincipalName
		UserId = $User.objectId
		SMTPAddress = $User.Mail
		AliasSMTPAddresses = ($User.ProxyAddresses | Where-object {$_ -clike 'smtp:*'} | ForEach-Object {$_ -replace 'smtp:',''}) -join ','
		
	})
}
$Output | Export-csv "C:\tmp\O365Users_$((Get-Date).ToString("MMddyyyy_HHmmss")).csv" -NoTypeInformation -Encoding UTF8 #Export users to csv file

Output file,

csv output

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Office 365 – Block Basic Authentication

Microsoft recently announced they will disable basic authentication for all M365 tenants. This deadline has been pushed postponed due to the impact of COVID-19 across the globe.

Latest update: The latest from Microsoft is, effective October 1, 2022 Basic authentication will be disabled in all tenants.

The following components of Exchange Online will be affected,

  • Exchange Web Services(EWS)
  • POP
  • IMAP
  • Exchange ActiveSync
  • Remote PowerShell

Why is this a big deal?

Basic authentication uses username and password for client access requests. This used to be the industry standard during the time which organizations didn’t understand the cost of security breaches. It poses a significant security risk as Business Email Compromise (BEC) scams have exposed organizations to billions of dollars in potential losses. Check out this 2019 report from ProofPoint that goes into details.

Disabling Basic Authentication will help protect Exchange Online from brute force or password spray attacks. As the above mentioned report goes into, IMAP-based password-spraying campaigns are very effective in particular.

Beyond all this, Basic Authentication doesn’t enforce MFA and this should be the biggest driver for organizations to move away from it.

Is Basic Authentication enabled in your tenant?

Here is how to check if Basic Authentication is enabled in your tenant,

Screenshot above shows how to check if ‘Basic Auth’ is enabled in tenant

Determine who is using Basic Authentication in your tenant

Before you turn off basic authentication for protocols, view your sign-in reports in the ‎Azure AD‎ portal to determine who is using it in your organization.

This can be determined using sign-in logs in Azure AD.

In your Azure AD admin center, Click the ‘Sign-in logs’ blade.,

  • Select ‘Last 1 month‘ in the Date
  • Add a ‘Client app‘ as a second filter, choose all options under the ‘Legacy Authentication Clients‘ and click ‘Apply
Azure AD sign-ins | Basic Auth filter

With this report information, you can contact the application and account owners to determine why Basic Authentication is still in use. This information will also come in handy later if you are planning to allow exceptions to these accounts/applications. I’ve covered it later in this post.

Disable Basic Authentication

Before you begin,

  • Verify Modern Authentication is enabled
  • Verify your email clients are Modern Authentication capable

In this post, I’ve elaborated how to block Basic Authentication using Azure AD conditional access.

IMO, the easiest method to disable Basic Authentication is to use authentication policies.

With Authentication policies you can,

  • Apply a default organization level policy that blocks Basic Authentication
  • Apply a per user policy to allow certain protocols. Example: ActiveSync

Create Authentication Policy

This creates an authentication policy named ‘Block Basic Auth’

New-AuthenticationPolicy -Name "Block Basic Auth"

When you create a new authentication policy without specifying any protocols, Basic Authentication is blocked for all client protocols in Exchange Online.

The default value of the AllowBasicAuth* parameters (switches) is False for all protocols.

Set Default Authentication Policy

The default policy is assigned to all users in the tenant who don’t have a specific policy assigned to them. To configure the default authentication policy for the organization, use this:

Set-OrganizationConfig -DefaultAuthenticationPolicy "Block Basic Auth"

To verify that a default authentication policy is configured,

Get-OrganizationConfig | Format-Table DefaultAuthenticationPolicy

Create user specific authentication policies

Authentication policies assigned to users take precedence over the default organization policy.

  • To enable Basic authentication for a specific protocol that’s disabled, specify the switch without a value
  • To disable Basic authentication for a specific protocol that’s enabled, use the value :$false

In this scenario, I’m creating an authentication policy to allow ActiveSync. This is sometimes typical in organizations where users will have Intune managed devices but would like to add second O365 email from a different tenant. The Outlook app prevents this but the built-in mail app can be used with ActiveSync to fetch email.

New-AuthenticationPolicy -Name "Allow ActiveSync" -AllowBasicAuthActiveSync
New policy to allow ActiveSync

This example assigns the policy named ‘Allow ActiveSync’ to the user account ‘JoniS’

$Id = Read-Host "Enter user's email address"
Set-User -Identity $Id -AuthenticationPolicy "Allow ActiveSync"

To confirm the policy is assigned,

Get-User -Identity $Id | fl AuthenticationPolicy
Assign policy to user and confirm assignment

To assign a policy to a list of users, fill text file with the user’s UPN one per line.,

$LM = Get-Content "C:\Scripts\AllowAuthActiveSync.txt"
$LM | foreach {Set-User -Identity $_ -AuthenticationPolicy "Allow ActiveSync"}

To get all users assigned to a policy you need to get the policy’s DN using the cmdlet Get-AuthenticationPolicy,

$PolicyId = Read-Host "Enter policy ID in distinguished name format"
Get-User -Filter "AuthenticationPolicy -eq '$PolicyId'"
Assign policy to user, confirm and get all users assigned to a policy
Determine policy DN using ‘Get-AuthenticationPolicy’

By default, when you create or change the authentication policy assignment on users or update the policy, the changes take effect within 24 hours. If you want the policy to take effect within 30 minutes, use the following syntax:

$Id = Read-Host "Enter user's email address"
Set-User -Identity $Id -STSRefreshTokensValidFrom $([System.DateTime]::UtcNow)

This example below immediately applies the authentication policy to multiple users. As I’m in the same PowerShell session and haven’t changed the variables you used to identify the users,

$LM | foreach {Set-User -Identity $_ -STSRefreshTokensValidFrom $([System.DateTime]::UtcNow)}

Depending on your organizational requirement, you can create additional authentication policies allowing other protocols and assigning it to users.

And it’s highly recommended to keep track of these users and eventually remove these exceptions.

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Power Automate – Provision Teams with an Approval Workflow – Part II

Please checkout Part I if you landed directly on this page.

This post is a continuation how to Forms and Power Automate can be used to create an approval workflow to automatically provision a Team. We will see the user’s experience here.

When user submits the Microsoft Form, the approver gets an email.

User’s responses

In my scenario, I’m using a service account called ‘Teams admin’ and I can see the email as below,

Email received by approver

In the Outlook.office.com, the approver can directly click on ‘Approve’ or ‘Reject’ and also add comments if they wish to.

Approver submitting approval in email

Once approved, the rest of the flow runs and at the end the user gets an email confirming the Team creation.

User receiving confirmation email

User can also launch Teams and check that he is part of the new Team that was created.

Created Team shows up in user’s Teams
Requested owners

As you can see the ‘Teams admin’ service account is also a owner in the Team it created. This might become an issue during compliance audits and this can be fixed by adding a step in Power Automate with a HTTP request.

The HTTP request option is a premium feature and hence no screenshot here.

DELETE https://graph.microsoft.com/v1.0/groups/{id}/owners/{id}/$ref

This is a short post as most of the inner workings of this process was covered in the earlier one.

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Teams – Enable/Apply Sensitivity Labels

In a O365 tenant I manage, I had rolled out the Azure Information Protection labels from earlier. The recent requirement was to make sure the sensitivity labels will apply to group across services like Outlook, Microsoft Teams and SharePoint online.

When I checked the sensitivity label, I noticed the ‘Groups and sites’ option greyed out and which lead me to research a bit into this and write my findings below,

Groups & sites greyed out

Enable sensitivity labels for containers in Azure AD

Sensitivity labeling for containers i.e., groups and sites, should enabled before we can configure the settings in the sensitivity labeling wizard. Else, it will be greyed out as in screenshot above.

To determine current group settings for your Azure AD organization, use the below cmdlet. If no group settings are defined, this cmdlet won’t return any output value.

Get-AzureADDirectorySetting | fl

In my scenario, I have only one setting and it was easier to see it. But your organization might have more than one setting and in that case, you can use this below cmdlet to search and determine the setting.

Get-AzureADDirectorySetting -Id (Get-AzureADDirectorySetting | where -Property DisplayName -Value "Group.Unified" -EQ).id
EnableMIPLabels = false

Below, I’m storing the value of the cmdlet’s output into the $Setting variable. And once stored, I’m setting ‘True’ as the value for ‘EnableMIPLabels’. I’m listing out both methods, what I used and what you can potentially use. The second method is much easier.

$Setting = Get-AzureADDirectorySetting -Id <Group.Unified policy's Id from your tenant>
$Setting["EnableMIPLabels"] = "True"
Set-AzureADDirectorySetting -Id $Setting.Id -DirectorySetting $Setting

or you can use this,

$Setting = Get-AzureADDirectorySetting -Id (Get-AzureADDirectorySetting | where -Property DisplayName -Value "Group.Unified" -EQ).id
$Setting["EnableMIPLabels"] = "True"
Set-AzureADDirectorySetting -Id $Setting.Id -DirectorySetting $Setting
EnableMIPLabels = true

Synchronize sensitivity labels to Azure AD

  1. Connect to Security & Compliance PowerShell using the Exchange Online PowerShell V2 module
  2. Run Connect-IPPSSession -UserPrincipalName username@tenantdomain.com
  3. Run the following cmdlet to use sensitivity labels in M365 groups,

Note: This is a one-time procedure.

Execute-AzureAdLabelSync

Once enabled, you can configure protection settings for “Groups & sites” and “Files & emails” within a single sensitivity label.

Groups & sites not greyed out

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