Want more features for 365 MSPs - Teams/SharePoint/Exchange/Purview/++

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Jakob Nøtseth

Nerdio already gives us the option to set configuration for Solutions Baselines targeting SharePoint and Teams settings. I also want to have features for template-rollout on the same platforms. So Microsoft has all kinds of extension points to have company specific templates for SharePoint sites, Teams templates etc. and it would be greatly beneficial to be able to use Nerdio for rolling this out across a MSPs customer base.

SharePoint: being able to create PnP Provisioning Packages - upload to Nerdio - assign customers - end result seeing our PnP Provisioning Packages as options in SharePoint under site templates “from your organization”
https://learn.microsoft.com/en-us/sharepoint/dev/declarative-customization/site-design-overview
https://support.microsoft.com/office/apply-and-customize-sharepoint-site-templates-39382463-0e45-4d1b-be27-0e96aeec8398?ui=en-US&rs=en-US&ad=US

Teams: being able to create the teams template json - upload to Nerdio - assign customers - end result seeing our custom Teams templates as options when users go to create a new Teams
https://learn.microsoft.com/en-us/microsoftteams/create-a-team-template

Exchange: being able to configure Places settings for equipment and room-mailboxes, office-locations etc. being able to have some standard rules for Exchange (for example many customers want the external warning in Outlook settings to be a div-entry in the mail itself since Microsoft has made a really poor UI investment on the different Outlook apps)

All over Purview: being able to create standards, templates etc. - upload to Nerdio - assign customers - end result seeing our custom templates rollout everything from standardized Information Protection labels and policies, DLP policies, Insider Risk policies, retention policies, auditing policies and more

In general - being able to automate a customer and give them our proposed or recommended templated configuration directly from our MSP tooling (Nerdio) - I would like to know what features is on the roadmap for now and a vague idea on the timelines and progress - I really like what you have done so far, but see so many more features could have made the cut for this kind of tooling

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Dave Stephenson

This sounds like another awesome idea.
Are you thinking of having this be another Solution Baseline setting or would you want this to exist at the Account Level like the Exchange Online blade currently works?

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Carl Long
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Jakob Nøtseth

I would like this to be pretty much like any other configuration policy - being able to have our “baseline” templates for a bunch of customers, but also being able to add a further customized version for a single customer.

For Exchange I want to add a use case - we as an MSP is also providing Security Awareness Training integration outside of M365 like KnowBe4 etc. - adding the advanced security and exclusion rules in Defender and flow rules in Exchange as a policy package for integrating the learning platform instead of configuring every customer manually would also be time saving.

For Defender - As part of the different SOC-services we are part of, we also receive live lists with known malicious urls/domains/apps etc. that we want to push to Defender service for all customers, today the process is a manual csv-file upload which makes maintaining these a hassle.

So to try and answer your question I think the answer would be “both” and “it depends” - on the account of streamlining and bulk updating - I would treat these as we do Solution baselines - maybe the templates for SharePoint is like configuration policies attached to the Solution baseline for SharePoint - but I would still want to be able to assign another template directly to customer in addition to the baseline.

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Dave Stephenson

“Both” and “it depends” 
I use those answers so many times that my kids even roll their eyes at me now when I do. 😆

However, you're completely right.
Somethings fit better in a Solution Baseline (MSP level) and others you want the flexibility for the Account level.

Just because I'm guessing our product team won't be able to implement all of these things at once, if you had to put them in order of priority, would it be Defender/Purview>Exchange>SharePoint or something different?

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Benjamin Gaudette

Just want to join the conversation about MS Purview. Our MSP have a standard that we implement to all our clients; Sensitive labels, retention labels. DLP Policies, sensitive info type. It's a big component of our standard that we really hope one day it will be covered by Nerdio

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