CoreView Release Notes July 2023
Modified on Wed, 19 Jul 2023 at 12:15 PM
Categories
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What's New
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Release Information
- CoreView Release Notes September 2023
- CoreView Release Notes August 2023
- CoreView Release Notes July 2023
- CoreView Release Notes June 2023
- CoreView Release Notes May 2023
- CoreView Release Notes April 2023
- CoreView Release Notes March 2023
- CoreView Release Notes February 2023
- CoreView Release Notes January 2023
- CoreView December 2022 Release Notes
- CoreView November 2022 Release Notes
- CoreView October 2022 Release Notes
- September 2022 Release Notes
- August 2022 Release Notes
- Release 22.06 Key Features
- Release 22.05 Key Features
- Release 22.04 Key Features
- Release 22.03 Key Features
- Release 22.01 Key Features
- Release 21.12 Key Features
- Release 21.11 Key Features
- Release 21.10 Key Features
- Release 21.09 Key Features
- Release 21.08 Key Features
- Release 21.07 Key Features
- Release 21.05 Key Features
- Release 21.04 Key Features
- Release 21.03 Key Features
- Release 21.02 Key Features
- Release 21.01 Key Features
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Release Information
- Getting Started with Customer Care
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Getting Started with CoreView
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Configuring
- Configuration Overview
- Creating CoreView Tenant Administrators
- CoreView Operator Uses Cases & Dependencies
- Creating a License Pool
- Understanding Virtual Tenants
- "Send As" DNS Requirements for CoreAdoption Campaigns (Optional)
- How to enforce MFA on CoreView service accounts
- Creating a License Pool
- How to ensure security for CoreView service accounts
- Disabling MFA for CoreView service accounts
- Set Conditional Access to grant access only inside the CoreView data center
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Configuring
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How to
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Exchange Online
- How to check and analyze the Message Trace
- How To Configure Email Forwarding
- How to convert a Shared Mailbox to a User Mailbox
- How to convert a user mailbox to a shared mailbox in Exchange Online
- How to Create Microsoft 365 Groups for Improved Collaboration
- How To Create Shared Mailbox
- How To Create User Mailbox
- How To Grant Access To Mailbox
- How to List all the Mailboxes a User has access to in Microsoft 365
- How to remove delegates from Mailbox
- How to remove user access to Mailbox
- How to review and manage Exchange online mailbox permissions
- How to verify if a user has updated the Password
- Read Permission for Mailbox
- What are security groups and How to create it
- What is a Distribution Group and How to create it
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Exchange Online
- Custom Actions Library
- Getting Started with CoreHybrid
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Knowledge Resources
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Understanding CoreView - Quick Start Guides.
- CoreView Quick Start Guide Overview and Index - Tenant Admins
- CoreView Quick Start Guide Overview and Index - Operators
- Understanding CoreView Tenant Configuration – Management
- Understanding the CoreView Operator Profile
- Understanding CoreView Operator Roles (New UX)
- Understanding CoreView Operator Roles
- Understanding CoreView Operator Delegation
- Understanding CoreView - Report Column Filtering
- Understanding CoreView Tenant Configuration - V-Tenant User Filters
- Understanding CoreView Tenant Configuration - Portal Information
- Understanding CoreView Tenant Configuration Options
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Troubleshooting Common Issues
- Unable to see OneDrive, SharePoint and Exchange Data
- Remote Office 365 PowerShell session can Conflict CoreView Management Actions
- Why I cannot save the changes on existing License pool?
- Error when attempting to perform a Management Action
- Unable to modify the Assigned Licenses in my License Pool Report
- Enabling Permission for Endpoint Manager Actions
- How to enable permission for BitLocker keys report
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Tenant Administration
- How to recreate Admins Read-only
- How to add an operator to the portal?
- How to enable and configure CoreView management session
- How to provide a consent to activate Azure AD Reports Feature and activate Partial Import?
- Tips & Tricks: Leverage Pivot Reports to Prototype License Pool Criteria Filter
- Tips & Tricks - How to manage email notifications for newly added Operators.
- Disable MFA from Read Only Service Accounts
- How To: Report on "Consumed Portal Licenses"
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- Tips & Tricks: How to merge License Pools
- How to Use CoreView's Global Report Filters
- How to use the What If tool to check Azure AD conditional access policies
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- How to Archive a Teams Group
- How to Restore a Teams Group
- On-demand Import for a Single Device in Endpoint Manager (Intune)
- Custom Actions using the Microsoft Graph API
- How to set up your tenant for the switch to Microsoft Graph API
- GraphAPI configuration: How to get Client ID and Client Secret
- How to provide consent to import exchange information
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Reporting and Analytics
- How do I Check and Manage Calendar Permissions for a User?
- How CoreView can help you with your Microsoft 365 Chargeback Goals.
- New UX: Understanding the new License Centers
- Understanding the Savings Opportunities Dashboard
- Understanding the License Optimization center
- Understanding License Pool Snapshots report
- Understanding Call quality dashboard
- Understanding Call quality report
- Understanding User call quality report
- Understanding Teams groups activity report
- Understanding Teams Adoption Growth Report
- Understanding Endpoint Manager reports
- Understanding Teams dashboard
- Understanding Risky Users report
- Understanding Storage Dashboard
- Troubleshoot Active Users (License Usage) data
- Legacy Protocol Management
- Report Columns: Is active 30/60/90
- Quarantined Messages Report - Understanding The Reports
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Managing and Administration
- Teams Voice: Direct Routing Support
- How to enable management function?
- Forward SMTP Address vs Forward Address management actions
- How to add the users in bulk while executing Users management actions?
- How to Create & Manage Custom Actions
- How to schedule a report to be sent automatically, and how to modify its scheduling options?
- How to schedule an alert report for the License Count
- Tips & Tricks – How to read and modify license pool report?
- Overview of CoreView Workflow
- How to delegate Workflow management using roles
- How to configure CoreView and ServiceNow integration
- How to Enable Multi Factor Authentication for Operators and Admins who Access the CoreView Portal
- How Can I Migrate from Group-Based Licenses to Direct Licenses Managed by CoreView?
- Naming convention rules
- Custom Actions: Forbidden and Warning Values
- How to add users to Distribution Group in bulk using via CSV
- Not able to manage licenses error
- Using custom action json output as an input in the workflow
- Setting the Sensitivity Label on SharePoint as a Mandatory Field
- DistinguishedName vs OnPremisesDistinguishedName
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Understanding CoreView - Quick Start Guides.
- CoreView Product Manual
- Health Check
- Actions
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Playbooks
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Out-of-the-Box playbooks
- Introduction
- Overview
- Configuring predefined policies
- Edit policy settings: Set and monitor thresholds
- Edit remediation settings: Manual and automatic remediation
- Edit remediation settings: Configure attestation
- Remediation settings: Security & Identity policies
- Remediation settings: Teams Management policies
- Remediation settings: License Management policies
- Remediation settings: SharePoint & OneDrive Management policies
- Remediation settings: Exchange Management policies
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Out-of-the-Box playbooks
- Workflows
- Learning Platform
- Internal Customer Care Resources
- Archive
- PowerShell
- Webinars and Events
- CoreVoice
- Internal Support
July 19th Enhancements
- [WORKFLOWS] No More Permission Requests for Workflow Owners –We've restored full access rights to operators for the workflows they create, mirroring our LegacyUX. This eliminates permission requests to tenant admins, fostering a more efficient workflow process.
Learn more about Workflow roles and duties.
[WORKFLOWS] New “Approval Rejected” Status – We've introduced the “Approval Rejected” status for workflows containing an operator approval action. Now, you can easily differentiate between rejected and failed workflows!
Learn more about Workflow actions with operator approval.
[PLAYBOOKS] Enhanced Playbook Strategic Dashboard – We've introduced weekly data snapshots in the Playbooks’ “Strategic dashboard”. Now, tenant admins can fine-tune a few widgets for a more tailored data experience.
Learn more about Playbooks’ Strategic Dashboard.
[MANAGE MFA] Streamlined Authentication Management – Access and configure various phone authentication methods like SMS sign-in on the Manage MFA page, even with MFA disabled. The new reset option also provides added flexibility for deleting unwanted numbers.
Learn more about how to manage MFA in CoreView.This enhancement was inspired by a UserVoice Idea.
[USER CARD] SharePoint, OneDrive, and Yammer Tabs Update – When reviewing a User Card, you can now find new columns for "Site type" and "Is Teams site" in the “SharePoint site owners” tab. Plus, you can perform all related actions directly from the management panel.
[CUSTOM ACTIONS] Simplified Custom Actions Lookup – We've upgraded error tracking for custom actions. Now you can conveniently search for custom actions using their ID from the error logs, making troubleshooting a breeze.
This enhancement was inspired by a UserVoice Idea.[MANAGEMENT ACTIONS] New Quick “Submit” Button in Action Wizard – We've added a quick “Submit” button to every page within the management action wizard. Now, you can swiftly perform specific actions or updates without having to navigate through all sections.
[INBOX RULES] Expanded Inbox Rules Monitoring – We've broadened InboxRules tracking to include "RedirectTo" and "ForwardAsAttachmentTo", storing all related recipients in the Users report's "ForwardingTo Rules" properties.
Learn more about Forwarding inbox rules.
July 11th Enhancements
- [HEALTH CHECK] Customizable Health Check Data Export – You can now automatically export Health Check data! Share the widget overview, including policies, and brand the report with your logo. Learn more about the Health Check export functionality.
July 5th Enhancements
- [PLAYBOOKS] New SharePoint and OneDrive policies are out! – We're excited to announce the launch of three new SharePoint and OneDrive management playbook policies. For more information, please refer to the article in our Knowledge Base.
- [PLAYBOOKS] Playbook Approval Email Redesign for Enhanced Clarity – We've updated the playbook approval email structure to provide a more user-friendly experience. The new format features policy-specific content and a "Choose Your Option" button, replacing the confusing "tick" icons and ensuring a more efficient approval process.
Discover how to configure an attestation.
- [PLAYBOOKS] No More Exceptions in “Send Report” Remediation Action – We've resolved the issue of exceptions being included in scheduled reports when a policy is configured with the "Send Report" remediation action and the "Send When" field is marked as "Is Not Empty". Enjoy receiving relevant reports without any unwanted exceptions!
Learn more about Playbook remediation actions.
- [PLAYBOOKS] New Policy for Segregating M365 Admins with Exchange Plans – To assist you in separating admin accounts from regular user accounts, we've created the "M365 Administrators with Exchange Plans" policy in the Security & Identity section. Now, you can configure this policy to generate insightful reports on users who are both admins and have Exchange plans. Plus, you can even set it up to send these reports straight to a mailbox.
- [WORKFLOWS] Faster Task Progress Review with Visible Parameters – We've made reviewing Task Progress more efficient for operators by displaying parameters as column tags. Spot issues and identify patterns without the need for those pesky extra clicks!
- [PARTNER PORTAL] Quick Access to Customer Tenants from Partner Portal – Good news, partners! We've simplified the process for accessing your customers' tenants on CoreView. You'll now find a convenient link icon next to each customer on the "Customers" page in the Partner Portal. One click, and you'll be directed to CoreView in a new tab with the customer's tenant pre-selected in the "Tenant Selector". Enjoy the enhanced experience!