Managing Microsoft 365 Messaging
Describe Exchange Online and explain how it compares to Microsoft Exchange Server.
Create and manage Exchange Online recipient objects and policies.
Manage administrator and user roles in Exchange Online.
Manage authentication and security in Microsoft Entra ID.
Manage domains, connectors, and mail flow in Exchange Online.
Plan and manage message security and encryption in Exchange Online.
Implement data loss prevention (DLP), retention and archive policies, and auditing in Exchange Online.
Configure and troubleshoot client access in Exchange Online
Basic understanding of cloud services
Basic knowledge of Microsoft cloud services and Microsoft 365 applications
Basic experience with Active Directory Domain Services (AD DS) and Microsoft Entra ID
Basic understanding of authentication types and cloud licensing
Basic experience with business email systems such as Microsoft Exchange
Course outline
Lab description
The labs in this three-day course
begin with an overview of the Exchange Online and Microsoft 365 admin portals,
followed by creating and managing accounts related to users, resources, and
contacts. You’ll manage address lists, address book policies, and role-based
access control (RBAC) in Exchange Online, and then implement security features
in Microsoft Entra ID. You’ll troubleshoot mail flow and implement message
security and threat policies by using Microsoft Defender. Next, you’ll
implement message compliance and lifecycle management by using Microsoft
Purview. In the final lab, you’ll configure clients for Exchange Online.
Module 1 Overview of Exchange
Online
In this module, you’ll explore the
various services that Microsoft 365 provides. You’ll learn the basics of
Exchange Online and the administration tools you can use to manage this
service.
Lesson 1 Introduction to
Microsoft 365 services
What is Microsoft 365?
Overview of Microsoft 365
workloads
Overview of Microsoft 365
subscriptions
Provisioning a Microsoft 365
tenant
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Microsoft 365.
Describe key workloads running
within Microsoft 365.
Describe Microsoft 365
subscriptions.
Explain how to provision a
Microsoft 365 tenant.
Lesson 2 Introduction to
Exchange Online
Overview of Exchange Online
How does Exchange Online compare
to Exchange Server?
Key reasons to use Exchange Online
What is Exchange hybrid
deployment?
Organization relationships in
Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Exchange Online.
Explain how Exchange Online
compares to Exchange Server.
Describe key reasons to use
Exchange Online.
Describe an Exchange hybrid
deployment.
Describe organization
relationships in Exchange Online.
Lesson 3 Overview of Exchange
Online administration tools
Microsoft 365 admin center
Exchange admin center
Managing Microsoft 365 and
Exchange Online with PowerShell
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe the Microsoft 365 admin
center.
Describe the Exchange admin
center.
Describe the Exchange Management
Shell.
Lab Exploring Microsoft 365 and
Exchange Online admin portals
Exercise 1: Provisioning a
Microsoft 365 tenant
Exercise 2: Adding products and
licenses to a Microsoft 365 tenant
Exercise 3: Reviewing Microsoft
365 and Exchange admin centers
Exercise 4: Managing Exchange
Online with PowerShell
Exercise 5: Assigning product
licenses to users
By completing this lab, you’ll
achieve the knowledge and skills to:
Create an Office 365 E5 trial
subscription.
Add licenses and products for
additional features and cloud services.
Review the Microsoft 365 and
Exchange admin centers.
Install Exchange Online PowerShell
and run scripts.
Assign licenses to the users in
your tenant.
Module 2 Managing Exchange
Online recipient objects
Microsoft Exchange Online the
cloud version of the on-premises Microsoft Exchange Server provides similar
features and benefits as the on-premises messaging platform. Exchange Online
supports numerous recipient object types, including mailboxes for users and
resources, both shared and linked mailboxes, and public folders. To provide
users with a seamless messaging experience, it’s important that you know how to
create and manage the settings for these recipient objects. Additionally,
because address lists are an important part of an organization’s messaging
systems, you should learn how to create and manage address lists and related
policies.
Lesson 1 Exchange Online
recipient objects
Overview of recipient object types
in Exchange Online
Overview of user mailboxes
Overview of resource mailboxes
Overview of shared mailboxes
Overview of link mailboxes
Overview of mail contacts and mail
users
Managing groups in Exchange Online
Overview of public folders
By completing this lesson,
you’ll achieve the knowledge and skills to:
Identify the various recipient
types in Exchange Online.
Describe user mailboxes.
Describe resource mailboxes.
Describe shared mailboxes.
Describe linked mailboxes.
Describe contacts and mail users.
Explain how to manage groups in
Exchange Online.
Describe public folders.
Lesson 2 Creating and managing
Exchange Online recipient objects
Creating and managing user
mailboxes and mailbox settings
Creating and managing resource
mailboxes
Creating and managing shared
mailboxes
Creating and managing contacts
Creating and managing groups
Creating and managing public
folders
By completing this lesson,
you’ll achieve the knowledge and skills to:
Create and manage user mailboxes
and mailbox settings.
Create and manage resource
mailboxes.
Create and manage shared
mailboxes.
Create and manage contacts.
Create and manage groups.
Create and manage public folders.
Lab A Creating and managing
Exchange Online recipients
Exercise 1: Creating a new user
mailbox
Exercise 2: Managing user mailbox
settings
Exercise 3: Creating and managing
groups by using the Exchange admin center
Exercise 4: Creating Exchange
Resources and Contacts
Exercise 5: Validating Email
Functionality
By completing this lab, you’ll
achieve the knowledge and skills to:
Add new users to your Microsoft
365 tenant.
Modify mailbox settings.
Create a Microsoft 365 group, a
distribution list, a dynamic distribution list, and a Mail- enabled security
group.
Add additional Exchange recipients
in your Microsoft 365 tenant.
Validate that email messages can
be delivered successfully, and room resources work as expected.
Lesson 3 Creating and managing
email address lists and policies
Overview of address lists in
Exchange Online
Creating and managing address
lists
Creating and managing address
books and address book policies
Configuring offline address books
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe address lists in Exchange
Online.
Create and manage address lists.
Create and manage address books
and address book policies.
Configure offline address books.
Lab B Managing address lists
and address book policies in Exchange Online
Exercise 1: Creating address lists
Exercise 2: Creating and assigning
Address book policies
By completing this lab, you’ll
achieve the knowledge and skills to:
Create address lists.
Create a custom address book
policy.
Module 3 Managing
administration in Exchange Online
In on-premises Active Directory
environments, administrators use security groups to implement delegated
management. They add a user to a security group and specify a level of
administrative permissions on an organizational unit (OU) by using the Delegate
Control Wizard in Active Directory Domain Services (AD DS). Microsoft 365, and
thereby Exchange Online, uses a slightly different process known as role- based
access control (RBAC). In this module, you’ll learn about RBAC for Applications
in Exchange Online, the Exchange Online permission model, and how to manage
administrator roles and user roles in Exchange Online.
Lesson 1 Overview of Exchange
Online administration
Overview of the Exchange Online
permission model
Microsoft 365 or Office 365
permissions in Exchange Online
What is RBAC?
Implementing RBAC for Applications
in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe the Exchange Online
permission model.
Describe Microsoft 365 or Office
365 permissions in Exchange Online.
Describe RBAC.
Implement RBAC for Applications in
Exchange Online.
Lesson 2 Managing administrator
roles in Exchange Online
What are role groups and
management role groups?
Built-in role groups in Exchange
Online
Creating and managing role groups
in Exchange Online
Feature permissions in Exchange
Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe role groups and
management role groups.
Describe built-in role groups in
Exchange Online.
Create and manage role groups in
Exchange Online.
Implement feature permissions in
Exchange Online.
Lesson 3 Managing user roles in
Exchange Online
Overview of Exchange Online user
roles
Implementing user roles with role
assignment policies
Managing roles and role assignment
policies
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Exchange Online user
roles.
Implement user roles with role
assignment policies.
Implement management role
assignment policies.
Lab Managing role-based access
control for administration in Exchange Online
Exercise 1: Reviewing and
assigning Admin Roles in Microsoft 365
Exercise 2: Creating and managing
role groups in Exchange Online
Exercise 3: Managing user roles
with role assignment policies
By completing this lab, you’ll
achieve the knowledge and skills to:
Review the built-in admin roles in
Microsoft 365 and simplify role management.
Review role groups that are
available specifically in Exchange Online and create a custom role group.
Create a custom role assignment
policy and assign it to users.
Module 4 Managing
authentication and security in Microsoft Entra ID
In this module, you’ll learn how
to manage authentication and security options in Microsoft Entra ID. You’ll
also learn how Exchange Online and Exchange Server use Microsoft Entra ID for
authentication.
Lesson 1 Managing
authentication and objects in
Microsoft Entra ID
Overview of Microsoft Entra ID
Authentication types with
Microsoft Entra ID
Authentication methods in
Microsoft Entra ID
Managing user objects and user
settings in Microsoft Entra ID
Managing group objects and group
settings in Microsoft Entra ID
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Microsoft Entra ID.
Describe the supported
authentication types in Microsoft Entra ID.
Describe the authentication
methods in Microsoft Entra ID.
Manage user objects and user
settings in Microsoft Entra ID.
Manage group objects and group
settings in Microsoft Entra ID.
Lesson 2 Implementing security
in Microsoft Entra ID
What is MFA?
What is conditional access?
Creating conditional access
policies
Overview of Privileged Identity
Management
Implementing password protection
Implementing self-service password
reset
Microsoft Entra ID security
defaults
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe MFA.
Describe conditional access and
conditional access policies.
Create conditional access
policies.
Describe PIM.
Implement password protection.
Implement SSPR.
Describe Microsoft Entra ID
security defaults.
Lesson 3 Implementing
authentication for Exchange Online clients
Authentication in Exchange Online
Authentication in Exchange hybrid
deployments
Enabling hybrid modern
authentication
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe authentication in
Exchange Online.
Describe authentication in
Exchange hybrid deployments.
Describe how to enable hybrid
modern authentication.
Lab Implementing authentication
and security features in Microsoft Entra ID
Exercise 1: Managing objects and
reviewing authentication methods in Microsoft Entra ID
Exercise 2: Configuring SSPR
Exercise 3: Enforcing multifactor
authentication by using a conditional access policy
By completing this lab, you’ll
achieve the knowledge and skills to:
Create new user and group accounts
and review authentication methods and security defaults.
Configure and perform password
resets.
Configure and validate MFA by
using a conditional access policy.
Module 5 Managing mail flow in
Exchange Online
It’s important that you understand
how Exchange Online manages mail flow. This starts with configuring domains and
connectors, including custom domain names. You’ll also need to know how to
manage mail flow in hybrid contexts and create and manage mail flow rules. To
be able to remediate problems with mail delivery, you must be familiar with
monitoring and message tracing. In this module, you’ll learn how to manage and
troubleshoot mail flow. You’ll also learn how to use Microsoft Service Health
to monitor Exchange Online.
Lesson 1 Managing domains and
connectors in Exchange Online
Configuring and managing SMTP
domains for Exchange Online
Overview of remote domains
Overview of connectors
Configuring and managing
connectors in Exchange Online
By completing this lesson, you’ll
achieve the knowledge and skills to:
Configure and manage SMTP domains
for Exchange Online.
Describe remote domains.
Describe connectors.
Configure and manage connectors in
Exchange Online.
Lesson 2 Managing mail flow in
Exchange Online
Overview of mail flow in Exchange
Online
Managing mail flow in hybrid
scenarios
Overview of mail flow rules
Configuring and managing mail flow
rules
Using mail flow rules for specific
scenarios
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe mail flow in Exchange
Online.
Manage mail flow in hybrid
scenarios.
Describe mail flow rules.
Configure and manage mail flow
rules.
Use mail flow rules for specific
scenarios.
Lab A Managing mail flow for
Exchange Online
Exercise 1: Configuring Connectors
to manage mail flow
Exercise 2: Configuring Mail flow
rules
Exercise 3: Validating mail flow
rules
By completing this lab, you’ll
achieve the knowledge and skills to:
Create new connectors to send and
receive email.
Configure rules to redirect email,
add email disclaimers, and configure rule application based on email
details.
Validate mail flow rules.
Lesson 3 Monitoring and
troubleshooting mail flow in Exchange Online
Troubleshooting mail flow
Message tracing in Exchange Online
Exchange Online reporting
Monitoring Exchange Online with
Microsoft Service Health
Alert policies and alerts in
Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Troubleshoot mail flow.
Implement message tracing.
Use reports in Exchange Online.
Monitor Exchange Online with
Microsoft Service Health.
Describe alerts and alert
policies.
Lab B Monitoring and
troubleshooting mail flow
Exercise 1: Monitoring Exchange
Health and mail flow
Exercise 2: Troubleshooting
Exchange Online mail flow
By completing this lab, you’ll
achieve the knowledge and skills to:
Review features used to monitor
Exchange Online health and mail flow, and create an alert policy.
Troubleshoot Exchange Online mail
flow by using the Microsoft Remote Connectivity Analyzer and Message trace.
Module 6 Managing message
security in Exchange Online
In this module, you’ll learn about
email protection, threat protection, and message encryption. You’ll learn how
to use tools such as Exchange Online Protection, Microsoft Defender, and
Microsoft Purview to manage message security and encryption.
Lesson 1 Planning message
security for Exchange Online
Overview of Exchange Online
Protection
Planning mail flow for Exchange
Online Protection
How does email protection work?
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Exchange Online
Protection.
Plan mail flow for Exchange Online
Protection.
Explain how email protection
works.
Lesson 2 Overview of the
Microsoft Defender platform
What is Microsoft Defender?
Overview of Microsoft Defender for
Office 365
How threat protection works in
Microsoft Defender for Office 365
What is Microsoft Defender for
Identity?
Attack simulation in Microsoft
Defender for Office 365
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Microsoft Defender.
Describe Microsoft Defender for
Office 365.
Explain how threat protection
works in Microsoft Defender for Office 365.
Describe Microsoft Defender for
Identity.
Describe attack simulation in
Microsoft Defender for Office 365.
Lesson 3 Using Microsoft
Defender for message security
Preset security policies in
Exchange Online Protection and Microsoft Defender for Office 365
Managing and configuring anti-spam
protection
Managing and configuring
anti-malware protection
Managing and configuring spoofing
protection
Managing and configuring phishing
protection
Configuring Safe Attachments
Configuring Safe Links
Configuring connection filtering
Configuring outbound spam
protection
Configuring quarantine and
quarantine policies
By completing this lesson,
you’ll achieve the knowledge and skills to:
Explain the preset security
policies in Exchange Online Protection and Microsoft Defender for Office 365.
Manage and configure anti-spam
protection.
Manage and configure anti-malware
protection.
Manage and configure spoofing
protection.
Manage and configure phishing
protection.
Configure Safe Attachments.
Configure Safe Links.
Configure connection filtering.
Configure outbound spam
protection.
Configure quarantine and
quarantine policies.
Lab A Implementing message
security with preset security policies
Exercise 1: Running an email
attack simulation
Exercise 2: Configuring preset
security policies
Exercise 3: Removing preset
security policies
By completing this lab, you’ll
achieve the knowledge and skills to:
Run email attack simulations and
ensure the assignment of required Microsoft recommended training to users.
Review and configure preset
security policies.
Turn off and disable preset
security policies.
Lesson 4 Implementing message
encryption in Exchange Online
How does message encryption work
in Exchange Online?
Implementing message encryption in
Exchange Online with Microsoft Purview
Managing message encryption
Managing advanced message
encryption in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Explain how message encryption
works in Exchange Online.
Implementing Microsoft Purview
Message Encryption.
Manage message encryption.
Manage advanced message encryption
in Exchange Online.
Lab B Configuring threat
policies and Purview Message Encryption
Exercise 1: Creating a custom
quarantine policy
Exercise 2: Configuring threat
policies
Exercise 3: Configuring Microsoft
Purview Message Encryption
By completing this lab, you’ll
achieve the knowledge and skills to:
Create and configure custom
quarantine policies and review quarantined messages.
Create policies for Anti-phishing,
Anti-spam, Anti-malware, Safe Attachments, and Safe Links. Validate that
Purview message encryption is enabled and create a mail flow rule configured to
apply encryption to senders.
Module 7 Implementing
compliance in Exchange Online
Organizations that have compliance
regulations must follow specific standards to protect their data and to manage
the data lifecycle. Microsoft 365 includes a product named Microsoft Purview,
which provides multiple functionalities that organizations can use to implement
their compliance regulations. Microsoft datacenters are also compliant with
many international industry standards that organizations are required to
follow. This module explains how messaging administrators can help ensure that
their organization’s data in Microsoft Exchange Online will be managed
according to the compliance regulations.
Lesson 1 Implementing DLP in
Exchange Online
Overview of DLP
How do DLP rules work?
DLP policy templates in Exchange
Online
Creating DLP policies
Configuring and managing policy
tips
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe data loss prevention
(DLP).
Describe how DLP works.
Manage DLP policy templates in
Exchange Online.
Create DLP policies.
Configure and manage DLP policy
tips.
Lesson 2 Implementing data
lifecycle management in Exchange Online
Overview of data lifecycle
management
Overview of Microsoft 365
retention policies
Creating and managing retention
policies in Microsoft 365
Overview of retention policies in
Exchange Online
Overview of Exchange Online
journaling
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe data lifecycle
management.
Describe retention policies in
Microsoft 365.
Create and manage retention
policies in Microsoft 365.
Describe retention policies in
Exchange Online.
Describe journaling in Exchange
Online.
Lesson 3 Implementing
information protection in Exchange Online
Overview of sensitive information
types
What are sensitivity labels?
Creating and publishing
sensitivity labels
Using sensitivity labels to apply
encryption.
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe sensitive information
types.
Describe sensitivity labels.
Create and publish
sensitivity label.
Use sensitivity labels to apply
encryption.
Lesson 4 Implementing and
managing eDiscovery for Exchange resources
Overview of Microsoft Purview
eDiscovery
Overview of content search
Creating and running a content
search
Previewing and exporting search
results
Creating and managing eDiscovery
holds for Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Microsoft Purview
eDiscovery.
Describe Content Search.
Create and run Content Search.
Preview and export search results.
Create and manage eDiscovery holds
for Exchange Online.
Lab A Implementing messaging compliance
Exercise 1: Protecting and
classifying Exchange messages by using sensitivity labels
Exercise 2: Configuring Data Loss
Prevention policies
Exercise 3: Creating and managing
an eDiscovery case
By completing this lab, you’ll
achieve the knowledge and skills to:
Create and publish sensitivity
labels.
Create sensitive info types and
Data loss prevention (DLP) policies.
Perform eDiscovery holds and
searches.
Lesson 5 Auditing in Exchange
Online
Overview of auditing reports in
Exchange Online
Exporting mailbox audit logs
Running litigation hold reports
Running role group change reports
Managing administrator audit logs
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Auditing reports in
Exchange Online.
Export mailbox audit logs.
Run litigation hold reports.
Run role group changes reports.
Manage administrator audit logs.
Lab B Message lifecycle
management using archiving and retention.
Exercise 1: Enabling In-place
archive for user mailboxes
Exercise 2: Configuring and
publishing Microsoft 365 retention labels
By completing this lab, you’ll
achieve the knowledge and skills to:
Enable in-place archive and
validate the default messaging records management (MRM) retention policy
setting.
Create and publish Microsoft 365
retention labels.
Module 8 Configuring clients
for Exchange Online
Typically, users use both desktop
and mobile devices, and platform-appropriate apps for
operating systems such as Windows,
iOS, Android, and macOS. Users might also access their email from a web browser
such as Microsoft Edge. In this module, you’ll learn how to configure Exchange
Online to support the various client apps used by your users.
Lesson 1 Outlook clients for
Exchange Online
Overview of Outlook for PC and
Outlook for Mac
Outlook for iOS and Android
clients
Overview of Exchange ActiveSync,
POP3, and IMAP4 clients
Modern authentication with mobile
clients
Securing Outlook for iOS and
Android in Exchange Online
S/MIME for Outlook for iOS and
Android in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Outlook for PC and
Outlook for Mac.
Describe Outlook for iOS and
Android clients.
Describe Exchange ActiveSync,
POP3, and IMAP4 clients.
Implement modern authentication
with mobile clients.
Secure Outlook for iOS and Android
in Exchange Online.
Describe S/MIME for Outlook for
iOS and Android in Exchange Online.
Lesson 2 Configuring and using
Outlook on the web
Outlook on the web in Exchange
Online
Creating and managing Outlook web
app policies in Exchange Online
Public attachment handling in
Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Describe Outlook on the web in
Exchange Online.
Create and manage Outlook on the
web policies in Exchange Online.
Manage public attachment handling
in Exchange Online.
Lesson 3 Configuring and
troubleshooting client access in Exchange Online
Overview of Remote Connectivity
Analyzer
Client Access Rules in Exchange
Online
Modern authentication for Outlook
in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
Use the Microsoft Remote
Connectivity Analyzer.
Implement Client Access Rules in
Exchange Online.
Describe modern authentication for
Outlook in Exchange Online.
Lab Configuring clients for
Exchange Online
Exercise 1: Configuring Outlook
Web App Policies
Exercise 2: Managing Microsoft 365
app installations
By completing this lab, you’ll
achieve the knowledge and skills to:
Create and configure Outlook Web
App Policies.
Configure Microsoft 365 app installation options.