🗺 Domain Overview
mindmap
root((Domain 1 40–45%))
Network Settings
Network Planner
Bandwidth Calculation
Ports & Protocols
Assessment Tool
Connectivity Test
Security & Compliance
Threat Policies
Retention Policies
Sensitivity Labels
DLP Policies
Conditional Access
Information Barriers
Communication Compliance
Governance
Lifecycle Management
Update Policies
Policy Packages
M365 Group Settings
Expiration & Naming
Archive / Delete / Restore
Access Reviews
PowerShell & Graph
External Collaboration
External Access
Guest Access
SharePoint Sharing
Shared Channels
B2B Direct Connect
Multitenant Org
Devices
Teams Rooms
Device Profiles
Device Tags
Remote Sign-in
VDI
🌐 1.1 Plan Network Settings for Teams
Network Planner
The Network Planner in the Teams admin center helps calculate bandwidth requirements based on the number of users, locations, and expected usage scenarios.
Step
Action
1
Add network sites (office locations) with user counts
2
Define a network plan linking sites
3
Select personas — profiles describing usage patterns (audio, video, screen sharing)
4
Run the report to see bandwidth impact per site
A downloadable tool that tests network connectivity from a client machine to the Teams service:
Tests UDP connectivity to Microsoft relay servers
Measures packet loss , jitter , and latency
Reports whether the connection meets Teams quality thresholds
An online tool at connectivity.office.com that evaluates:
Network path to the nearest Microsoft service front door
DNS resolution quality
TCP and UDP connectivity
Exchange, SharePoint, and Teams-specific tests
Key Ports and Protocols
Protocol
Port
Purpose
HTTPS
TCP 443
Signaling, authentication, API calls
STUN/TURN
UDP 3478
Media relay — NAT traversal
Media
UDP 3479–3481
Audio, video, screen sharing
HTTP
TCP 80
Certificate revocation, CDN
⚠️ Exam Caveat:
UDP 3478–3481 must be open for optimal media quality — if blocked, Teams falls back to TCP 443 with degraded quality
Network Planner = capacity planning (how much bandwidth do I need?)
Network Assessment Tool = connectivity testing (can I reach Microsoft’s servers with acceptable quality?)
Know the quality thresholds : latency < 50 ms, jitter < 30 ms, packet loss < 1%
🔒 1.2 Manage Security and Compliance Settings for Teams
Licensing for Security & Compliance
Feature
Required License
DLP for Teams chat/channels
M365 E5 or E5 Compliance add-on
Sensitivity labels
M365 E3+ (basic), E5 for auto-labeling
Retention policies
M365 E3+
Information barriers
M365 E5 or E5 Compliance add-on
Communication compliance
M365 E5 or E5 Compliance add-on
Insider risk management
M365 E5 or E5 Compliance add-on
eDiscovery (Premium)
M365 E5 or E5 eDiscovery add-on
Microsoft Defender for Office 365
M365 E5 or Defender for Office 365 Plan 1/2
Threat Policies in Microsoft Defender XDR
Policy
Purpose
Safe Links
Scans URLs in Teams messages — rewrites and checks at click time
Safe Attachments
Scans files shared in Teams for malware
Anti-phishing
Protects against impersonation and spoofing in Teams
Retention Policies
Setting
Description
Retain
Keep messages for a specified duration
Delete
Remove messages after a specified period
Retain then delete
Keep for X days, then auto-delete
Scope
Can target Teams channel messages, Teams chats, or both
flowchart LR
CREATE["Create Retention\nPolicy"]
SCOPE["Choose Scope\n(Channels, Chats,\nor Both)"]
ACTION["Set Action\n(Retain / Delete /\nRetain then Delete)"]
DURATION["Set Duration\n(Days / Years)"]
APPLY["Apply to\nAll or Specific\nUsers/Groups"]
CREATE --> SCOPE --> ACTION --> DURATION --> APPLY
Sensitivity Labels
Sensitivity labels can be applied to Teams , M365 Groups , and Sites to control:
Privacy — Public vs. Private
External access — Whether guests can be added
Unmanaged device access — Block or limit access from non-compliant devices
Meeting settings — Watermarks, end-to-end encryption, lobby controls
Data Loss Prevention (DLP)
DLP policies for Teams can monitor and block sharing of sensitive information in:
Chat messages (1:1 and group chats)
Channel messages (standard, private, and shared channels)
DLP Action
Behavior
Block
Message is blocked; sender sees a policy tip
Notify
Message is sent; sender/admin receives a notification
Override
Sender can provide business justification to send
Conditional Access Policies
Configured in Microsoft Entra admin center — can target the Office 365 cloud app (which includes Teams):
Condition
Example
User/group
Apply to all users except break-glass accounts
Location
Block from untrusted locations
Device platform
Require compliant device for iOS/Android
Client app
Target browser, mobile, or desktop
Grant
Require MFA, compliant device, or Entra hybrid join
Session
App-enforced restrictions, sign-in frequency
Prevent specific groups of users from communicating with each other in Teams:
Scenario
Example
Financial services
Chinese wall between investment banking and research
Education
Separate student groups
Government
Compartmentalize departments
IB policies are defined in Microsoft Purview and use user segment definitions based on Entra ID attributes.
Communication Compliance & Insider Risk Management
Feature
Purpose
Communication compliance
Detects policy violations in Teams messages (harassment, sensitive data, regulatory)
Insider risk management
Identifies risky user activities — data leaks, security violations
⚠️ Exam Caveat:
Conditional Access targets the Office 365 cloud app, not a “Teams” app specifically
DLP policies for Teams require E5 or the E5 Compliance add-on
Information barriers work on a segment model — users in different segments cannot communicate
Sensitivity labels applied to a team control the team’s privacy and guest access, not individual messages
🏛️ 1.3 Plan and Implement Governance for Teams
Lifecycle Management
flowchart LR
CREATE["🆕 Create Team"]
ACTIVE["✅ Active Use"]
ARCHIVE["📦 Archive"]
DELETE["🗑️ Delete"]
RESTORE["♻️ Restore\n(within 30 days)"]
CREATE --> ACTIVE
ACTIVE --> ARCHIVE
ACTIVE --> DELETE
ARCHIVE --> DELETE
ARCHIVE --> ACTIVE
DELETE --> RESTORE
Operation
Effect
Archive
Team becomes read-only — content preserved, no new messages
Delete
Soft-delete for 30 days — can be restored by admin
Restore
Recovers deleted M365 group (and its team) within 30-day window
Unarchive
Re-activates an archived team
Update Policies
Control how Teams client updates are deployed:
Public preview — Enable users to access preview features
Office preview — Use the Office Current Channel (Preview) for Teams updates
Policy Packages
Pre-defined bundles of policies designed for specific roles:
Package
Target Users
Education (Teacher)
Messaging, meeting, and app policies for teachers
Education (Student)
Restrictive messaging and meeting policies
Frontline Worker
Shift-based policies, limited app access
Healthcare (Clinical Worker)
Messaging policies with patient safety features
Small/Medium Business
Standard policies for SMB environments
Microsoft 365 Group Settings
Since every team has an underlying M365 group , group-level settings affect Teams:
Setting
Configured In
Who can create M365 groups
Entra ID (PowerShell — Set-AzureADDirectorySetting)
Expiration policy
Entra admin center — groups expire after 90/180/365 days if not renewed
Naming policy
Entra admin center — prefix/suffix rules and blocked words
Default classification
Entra admin center — label for sensitivity
Expiration Policy
Setting
Options
Lifetime
90, 180, or 365 days
Notification
Owners notified 30 days, 15 days, and 1 day before expiration
Auto-renew
Groups with activity auto-renew (Teams message, SharePoint file access, etc.)
Scope
All groups or selected groups
Naming Policy
Type
Example
Prefix
GRP_ + group name → GRP_Marketing
Suffix
group name + _US → Marketing_US
Blocked words
Prevents words like CEO, Payroll in group names
Access Reviews
Microsoft Entra Access Reviews for teams and groups:
Review membership of teams periodically
Reviewers: team owners, specific users, or self-review
Auto-remove users who don’t confirm access
Requires Entra ID P2 license
⚠️ Exam Caveat:
Restricting M365 group creation requires PowerShell — you cannot do this in the M365 admin center UI
Archived teams are read-only but the content (files, messages) is still accessible
Soft-deleted groups can be restored within 30 days — after that, deletion is permanent
Expiration policies only apply to M365 groups — the exam may test whether a group was auto-renewed due to activity
External Access vs. Guest Access
Feature
External Access
Guest Access
What it is
Federation — chat/call with users in other M365 tenants
Users from outside your org added as members of a team
Identity
User stays in their home tenant
User is added as a guest in your Entra ID
Access scope
1:1 chat and calling only (no team membership)
Full team membership — channels, files, apps
File sharing
No
Yes (SharePoint/OneDrive)
Control granularity
Domain allow/deny lists
Per-team or tenant-wide
Configured in
Teams admin center → External access
Multiple portals (see below)
flowchart TD
EXT["External Access\n(Federation)"]
GUEST["Guest Access\n(B2B)"]
EXT --> |"1:1 chat & calls"| EXTSCOPE["Other M365 tenants\nSkype for Business\nTeams users"]
GUEST --> |"Full team membership"| GUESTSCOPE["Gmail, Outlook.com,\nother M365 tenants,\nany email address"]
style EXT fill:#1e3a5f,stroke:#6264a7,color:#fff
style GUEST fill:#1e3a5f,stroke:#6264a7,color:#fff
Guest Access Configuration Portals
Portal
Setting
Microsoft Entra ID → External Identities
B2B collaboration settings — who can invite guests, which domains
Teams Admin Center → Guest access
Enable/disable guest access, permissions (messaging, calling, meetings)
M365 Admin Center → Settings → Org settings → M365 Groups
Allow group owners to add guests
SharePoint Admin Center → Sharing
External sharing level (affects files in Teams channels)
SharePoint External Sharing Levels
Level
Description
Anyone
Anonymous links allowed
New and existing guests
Guests must authenticate
Existing guests
Only guests already in directory
Only people in your organization
No external sharing
Shared Channels
Allow collaboration with external users without adding them as guests :
External users stay in their home tenant (no guest account created)
Uses B2B direct connect in Entra ID
Both tenants must configure cross-tenant access settings
External users see the shared channel in their own Teams client
B2B Direct Connect
Configured in Entra admin center → Cross-tenant access settings:
Setting
Description
Inbound
Which external orgs can access your shared channels
Outbound
Which of your users can access external shared channels
Trust settings
Whether to trust MFA and device compliance from the external tenant
Multitenant Organization (MTO)
For organizations with multiple Entra ID tenants (e.g., after mergers):
Users across tenants appear as internal in Teams
Enables seamless chat, calling, and presence across tenants
Configured via cross-tenant synchronization in Entra ID
⚠️ Exam Caveat:
External access = federation (chat/call only); Guest access = B2B (full team membership)
Shared channels use B2B direct connect , NOT traditional guest access
SharePoint sharing settings can block file sharing in Teams even if Teams guest access is enabled
Guest access must be enabled in multiple portals — disabling in any one can block it
Domain allow/deny lists for external access can now be scoped to specific users and groups , not just tenant-wide
📱 1.5 Manage Teams Clients and Devices
Teams Phone Licensing
License
Includes
Microsoft 365 E5
Phone System built in
Teams Phone Standard
Add-on for E1/E3 — provides Phone System
Calling Plan
Add-on — PSTN connectivity via Microsoft
Operator Connect
PSTN via a certified operator
Direct Routing
PSTN via your own SBC
Audio Conferencing
Dial-in for meetings (included in E5)
Teams Rooms
Component
Description
Resource account
Entra ID account with a room mailbox — requires a Teams Rooms license
Teams Rooms Pro
Full-featured — intelligent audio, front row, management in Teams admin center
Teams Rooms Basic
Limited to 25 rooms — basic join, share, management
Configuration profiles
Apply settings to groups of devices (volume, display, proximity join)
Device Management
Feature
Description
Configuration profiles
Group settings applied to Teams devices (phones, displays, panels)
Device tags
Organize and filter devices in the Teams admin center
Firmware updates
Managed through Teams admin center — auto-update or manual
Remote sign-in
Provision and sign in to devices remotely — no user interaction needed
Device health
Monitor device status, connectivity, and peripherals
Teams for VDI
VDI Platform
Support Level
Azure Virtual Desktop
Optimized — media offloading to local endpoint
Citrix Virtual Apps and Desktops
Optimized with Citrix HDX
VMware Horizon
Optimized with media optimization pack
Windows 365
Native Teams integration
⚠️ Exam Caveat:
Resource accounts for auto-attendants and call queues need a Teams Phone Resource Account license (free)
Teams Rooms devices need their own dedicated resource account — not a user account
VDI optimization redirects media processing to the local endpoint — without it, media runs in the virtual session (poor quality)
Remote sign-in uses a verification code displayed on the device that the admin enters in Teams admin center
📝 Domain 1 — Quick-Reference Scenarios
Scenario
Answer
Need to assess bandwidth for a new office
Network Planner in Teams admin center
Test UDP connectivity to Microsoft relays
Microsoft Teams Network Assessment Tool
Block specific sensitive info in Teams chats
DLP policy in Microsoft Purview
Prevent two departments from chatting
Information barrier policies
Control who can create new teams
Restrict M365 group creation via PowerShell in Entra ID
Allow external users in a shared channel
B2B direct connect cross-tenant access settings
Set teams to expire if inactive
M365 group expiration policy in Entra admin center
Let an external partner join a team as a member
Guest access (B2B)
Let a user chat with someone in another org
External access (federation)
Deploy settings to 50 Teams phones at once
Configuration profiles in Teams admin center
← Previous: Teams Fundamentals
Next → 02 — Teams, Channels, Chats & Apps
🏠 Home