Microsoft Education Solution Guide Standard section delivery sequence

The sequence that you follow is Baseline -> Standard -> Advanced phases, depending on your tenant license configuration.

Each phase includes the appropriate or required sections; Tenant Setup, Identity, Applications, Security & Compliance, and Devices.

	Setup
Step 1	Evaluate Remote Access operations
Step 2	Establish tools for improvement of writing skills with real-time feedback
	Identity
	Microsoft Entra ID - P1
Step 1	Review Microsoft Entra ID
Step 2	Configure access with Microsoft Entra ID access controls
Step 3	Control passwords with Microsoft Entra ID Plan 1
Step 4	Manage apps with Microsoft Entra ID Plan 1
Step 5	Manage entitlements
Step 6	Review security considerations, threat management, and Defender Cloud Security
	Applications
	Microsoft Teams
Step 1	Power Virtual Agent for Teams and Dataverse for Teams - Improve collaboration and simplify data management without extensive coding expertise.
Step 2	Teams retention policies - Ensure compliance with data regulations by managing the lifecycle of messages and files.
Step 3	Townhall - Facilitate large-scale, interactive events in Microsoft Teams for students, teachers, faculty, and staff in a Virtual setting.
Step 4	Webinars - Deliver engaging, interactive virtual events for lectures, workshops, and professional development, enhancing communication and learning at scale.
	Microsoft SharePoint
Step 1	SharePoint Plan 2 - Enable advanced collaboration, document management, and content governance for educational institutions, supporting secure and efficient sharing of resources among students, faculty, and staff.
	Microsoft Exchange
Step 1	Exchange Plan 2 (100 GB mailbox + up to 1.5 TB archive1) - Enable advanced email capabilities, including larger mailboxes, eDiscovery tools, and archiving features.
Step 2	Auto-expanding email archive - Provide scalable, secure, and automated email storage, ensuring faculty and staff can retain and access critical communications without worrying about mailbox size limits.
	Viva Insights
Step 1	Viva Insights app in Teams - Provide data-driven insights, personal recommendations, and actionable tools to balance work and prioritize focus.
Step 2	Personal insights and experiences - Improve well-being, productivity, and engagement by providing data-driven insights and personalized recommendations for balancing work, learning, and collaboration.
Step 3	Premium personal insights and experiences - Provide personalized recommendations that enhance well-being, productivity, and engagement in both teaching and learning environments.
	Viva Learning
Step 1	Viva Learning in Teams - Centralize and enhance learning experiences by providing easy access to curated training, resources.
Step 2	Create learning tabs in Teams channels - Centralize access to training resources, courses, and personalized learning paths.
Step 3	Search, share, and chat about learning content - Enable educators and students to search, share, and engage with learning content seamlessly within Microsoft Teams.
Step 4	Microsoft Learn and Microsoft 365 Training libraries + 125 top LinkedIn Learning courses - Provide accessible, comprehensive, and skill-focused training resources that empower educators and students to effectively utilize Microsoft tools and technologies.
Step 5	Organization-generated content with SharePoint and Viva Learning - Centralize, customize, and seamlessly deliver curated learning resources and training materials.
	Other Applications
Step 1	Shared computer activation for M365 Apps - Enable multiple users to access Office apps on shared devices
Step 2	Microsoft Bookings - Streamline scheduling and manage appointments for parent-teacher meetings, student advising, tutoring sessions, and administrative consultations efficiently.
	Security and compliance
Step 1	Cloud access Security Broker (CASB)- Enhance data security, compliance, and visibility by monitoring and managing access to cloud-based applications and services for students, faculty, and administrators.
Step 2	eDiscovery and auditing - Ensure compliance with legal and regulatory requirements, protect institutional data, and maintain transparency.
Step 3	Information protection - Safeguard sensitive student, faculty, and institutional data, ensuring compliance with regulations like FERPA and GDPR while maintaining a secure and trustworthy learning environment.
Step 4	Threat protection - Safeguard sensitive student and staff data, prevent cyberattacks, and ensure a secure learning environment across digital platforms.
Step 5	Identity and access management - Ensure secure, seamless, and role-based access to digital resources, safeguarding sensitive data.
	Devices
Step 1	Microsoft Intune Remote Help - Enable IT administrators to securely assist students and staff with troubleshooting and support on managed devices
Step 2	Universal Print - Simplify and streamlines printing processes by providing a cloud-based solution that integrates seamlessly with devices, enabling secure, efficient, and environmentally friendly printing for students and educators.
Step 3	Take a Test App - Provides a secure and focused environment for students to complete online assessments.
Step 4	Set up School PCs App - Simplify the configuration of Windows devices for educational environments.
Step 5	Virtual Desktop Access - Enable students and educators to securely access institutional resources, applications, and files from any device.

Standard products, applications, and features

Licensed products

Applications

Features