working with external partners in office 365

Working with External Partners in Office 365

Shaun WagnerSharePoint Director

• Career focused on Microsoft technologies and services

• 16 years of SharePoint experience• 3 years of Office 365

Introductions

Shaun Wagner SharePoint DirectorTaborda Solutions, Inc.

Microsoft VisionBringing People TogetherCollaborate in different ways both in-person and remotely

We believe the future of work will be centered around people

https://www.microsoft.com/enterprise/productivityvision/default.aspx

Partner Collaboration with

SharePoint On Premise

Can be costly to setup and maintain!

Challenges• Security• Partner identity solution• Additional configuration,

servers• Partner onboarding

Office 365

External partner sharing capabilities OOTB!

• Its free and you can have unlimited external users

• More than just SharePoint sites and documents

What services can we share?

Did I mention it’s included for free?

What can I share?

What can I share?• Site Collections, Sites• Documents, Lists• Just about all things

SharePoint!• Even use of Office Online!

What can I share?

What can I share?Can also share documents without requiring sign in via guest links...if enabled.

What can I share?

What can I share?You must be the Site Owner or have Full Control to share with new external partners!

DEMO

SharePoint Demo

Microsoft Account vs Work Accounts

What can I share?

What can’t a partner do?

• Personal sites and storage• Site collection admin• Access the Search Center• Access site mailboxes• Use eDiscovery

• Sensitive content?• Dedicated partner portal• Everyone except external

users group• Security trimming• Searching gotchyas

Governance and Design

• Limiting domains to share with• External sharing accept

requirement• Account must exist in directory

(preview)• Site level external sharing settings• “External Partners” in AAD

What can I share?

What can I share? • Files (View or Edit)• Folders (View or Edit)

DEMO

• Can enable/disabled globally• Cannot manage user specific sharing• Anonymous link sharing?

Governance and Design

What can I share?• Chat• Audio• Video conferencing• Share desktop

What can I share? Must be an existing Skype or Skype for Business user

What can I share?Both your organization and the partner must have external access enabled!

Skype for Business Admin CenterOrganization>External Communications

• Can enable/disabled globally• Block or allow domains• Can allow/deny individual users• Can allow/deny access to consumer Skype accounts

Governance and Design

What can I share? • Your calendar• Your availability

Office 365 Admin Center (Old)EXTERNAL SHARING>Calendar

• Can enable/disable calendar sharing globally• Can disable the use of anonymous sharing• Can specify only specific domains where sharing is

allowed• Can enable organizational sharing with Office 365

partners

Governance and Design

Governance

Click icon to add chart

What services can we share?

Did I mention it’s included for free?

Empower People

But keep IT Controls!

IT controls and audit options

• General Office 365 Admin Center• Security and Compliance Center• Azure Rights Management• PowerShell to report, CSOM, JSOM

Office 365 Admin Center (Preview)Resources>Sites

Office 365 Admin Center (Old)EXTERNAL SHARING>External Users

Security and Compliance CenterSearch & Investigation>Audit log search

Security and Compliance CenterSearch & Investigation>Audit log search

Audit log events for external sharingAccepted access request Removed an anonymous linkAccepted sharing invitation Shared file, folder, or siteCreated a company-wide link Updated an anonymous linkCreated access request Used an anonymous linkCreated an anonymous link Unshared file, folder, or siteCreated sharing invitation Used a company-wide linkDenied access request Withdrew sharing invitationRemoved a company-wide link Changed a sharing policyAdded a partner to the directory Removed a partner from the directory

Azure Active Directory B2B (in

preview)

What’s the difference?

• Partner access beyond just Office 365

• Designed for organizations, ensures they get their own AAD

Office 365 Roadmaphttps://fasttrack.microsoft.com/roadmap

What’s in the works?

Office 365 RoadmapRecently Released

• Set an expiry date for a guest share• Share OneDrive for Business folders externally• Unlimited external sharing in SharePoint Online• Add external collaborators to your internal

Yammer conversations

Office 365 RoadmapIn Development

• Office 365 Groups: guest access support• External user access in Office 365 Planner• Yammer External groups

Office 365 Admin Center (Preview)Resources>Sites

Questions?

Connect with Me

https://www.linkedin.com/in/shaunwagner

shaun.wagner@tabordasolutions.com

Any form of reproduction, dissemination, copying, disclosure, modification, distribution and or publication of this material is strictly prohibited.