How to Prepare Your Organization for a Microsoft Stream Migration | Quisitive

If you’ve come across this blog post, it’s likely that you and your team are in the process of migrating from Microsoft Stream (Classic) to Stream (on SharePoint) or preparing for it. Microsoft will be ending support for Stream (Classic) in 2024. Today, we’ll share the history of Microsoft Stream, updates to the platform, information about the Microsoft Stream Migration Tool and tips to help fix common issues.

Read the full blog to make sure you’re ready for your Microsoft Stream migration.

History of Microsoft Stream

If you’re not yet aware of this unexpected migration, let’s take a moment to catch you up.


In 2017, Microsoft released Microsoft Stream (Classic), replacing Office 365 Video. It offered features like speech-to-text transcribed audio, face detection, linked time codes, and M365 interoperability. Although it was part of the M365 suite, it wasn’t well understood or heavily adopted by the community. During the 6 years since its release, several enhancements were made to improve the app’s experience, but it became clear over time that the architecture wasn’t as scalable as it needed to be. The community still hadn’t fully accepted it as a video streaming service, beyond automatically recorded meetings and the occasional town hall. Accessibility features were lacking and more importantly, Teams development was rapidly accelerating, and increased interoperability was a key focus. 


Microsoft went back to the drawing board and in September of 2020 they announced their plans to transition away from the current Stream architecture to a new one, with SharePoint at the center of it versus unique containers to Stream. 


In October of 2022, Microsoft Stream (on SharePoint) was released.

In that announcement, Microsoft shared details about new features to expect in addition to the efforts that would go into the migration. Every M365 team around the world realized they had an unscheduled migration project on their hands as a result of this evolution.

The good news is Microsoft did a lot of preparation to help the community make it through this process. That said, there’s no longer a wide gap between the development lifecycle for Stream and the latest releases. This means the Microsoft community is now contributing to the evolution of Stream a bit more by reporting issues and sharing experiences. A similar process occurred when Teams was released in 2017. Microsoft started small and deployed enhancements, many of which were a direct result of community feedback. 


After Microsoft released Stream (on SharePoint) last year, they began the enhancements phase for the migration tool, inventory report, and the Power BI dashboard that comes with it. Along the way, there have been many “gotchas” we’ve observed and are ready to share with you to save you headache and time. No, you’re not crazy. That “one button” is actually missing! But first, let’s cover the basics. 

Microsoft Stream Today: What you should know right now 


Now that the migration is in full swing, standard and government tenants (GCC) have access to the tools offered by Microsoft for the migration. For a brief time, GCC tenants didn’t yet have access. That’s usually the case with enhancements and updates due to diligence and security requirements for government tenants. 

Timeline Milestones 

Firstly, we strongly recommend you bookmark the retirement timeline, migration tool release notes, and web part transition timeline to understand where we’ve been and where we’re going. Those pages include details for standard and GCC tenants. Microsoft’s technical guide for Stream is now very extensive so we also recommend familiarizing yourself with the structure of their guide to make your life a bit easier. 

Standard Tenants Timeline

February 15, 2023 

On this day, the migration tool was made available for standard tenants. Since then, a few notable enhancements were made that are exclusive to standard tenants, and we’ll review those later in this blog post.  

May 15, 2023 

This was the first major milestone date, when no new videos could be uploaded to Stream (Classic) unless an admin took action to push that date back.  

October 15, 2023 

Now that May 15 has passed, the next milestone date to keep your eye on is this coming October 15, when users will no longer be able to access or use Stream (Classic) unless an admin takes action to push that date back. This change can be delayed until April 15, 2024. 

April 15, 2024 

At this time, Stream (Classic) will be fully retired & automatically disabled, users & admins will no longer be able to access or use Stream (Classic), and any remaining content in Stream (Classic) that wasn’t migrated will be deleted. 

GCC Tenants Timeline

July 30, 2023 

On this day, the Microsoft Stream migration tool was made available to GCC tenants. 

October 30, 2023 

After this day, no new videos will be allowed to be uploaded to Stream (Classic) unless an admin takes action to push the date back. This can be delayed until January 30, 2024. 

January 30, 2024 

After this day, no new videos can be uploaded to Stream (Classic) for any customers and this date cannot be deferred.  

March 30, 2024 

Users will no longer be able to access or use Stream (Classic) unless an admin takes action to push this date back. This change can be delayed until July 30, 2024. 

July 30, 2024 

Microsoft Stream (Classic) will be fully retired & automatically disabled, users & admins will no longer be able to access or use Stream (Classic), and any remaining content in Stream (Classic) that wasn’t migrated will be deleted. 

Now that we’ve covered the bigger milestone dates, let’s cover some of the finer details. 

What’s changing in Microsoft Stream? 

It can be a challenge to summarize every single upcoming change in Stream so our goal is to bring your attention to the bullet points that will save you time and thought energy, especially if you’re struggling to understand it or explain what’s happening to your team and leaders. There are three main points to understand. 

1. Storage 

Stream’s storage wasn’t very tangible compared to files in SharePoint Online or OneDrive, for example. So, Microsoft decided to use SharePoint Online to store Stream videos. It makes sense, right? Why continue investing in a separate storage architecture that’s not easily accessible or understood when you’ve got one already?

The main thing to know about this is that storage capacity for Stream videos wasn’t as much of a concern until now. Now that SharePoint Online is the platform for video storage, you’ll need to keep an eye on your storage utilization in the SharePoint Admin center to make sure you don’t exceed your licensed capacity.

Not all videos will migrate into SharePoint. Some videos may go into OneDrive, as well. This will be a decision you may have to make multiple times during the Microsoft Stream migration process. The default destination for Teams meeting recordings is the video owner’s OneDrive storage. (Reminder: every user in OneDrive is allotted 1TB of personal storage space.) You have the option to change this destination during the migration.

2. Stream (Classic) Web Part

The classic Stream web part is being deprecated during this transition. If you’re using the classic Stream web part on any of your SharePoint pages, you may want to start gaining a deeper understanding of how frequently it’s being used so you can estimate your workload to replace it. What is replacing the classic web part? There are actually multiple web parts that can now interact with videos because they are stored in SharePoint Online. The main candidates include the File and Media, Highlighted Content, and Hero web parts.

3. Stream Playlists 

This is a relatively new concept because now you can store Stream playlists as standard SharePoint lists in any site. It takes some adjusting, but you may find yourself feeling a bit freer to display videos anywhere in SharePoint with this new concept. Microsoft intends to release their own version of this type of page in the future, but Quisitive wants to help you now. Don’t hesitate to reach out to us if you need help with customizations like this. 

Now that you have these high-level details, let’s dive into the mechanics of the migration. 

Microsoft Stream Migration Tool 

With the recent enhancements Microsoft added to the tool, there are some options we didn’t have just a month ago. Your strategy options changed for the better, as a result.  

Where is the Microsoft Stream migration tool? 

You can access to the tool in your tenant by going to the following URL: 

You can navigate there as well by going to your M365 admin center > Settings > Migrations > Microsoft Stream. 

How do I use the migration tool? 

Since Microsoft has done an outstanding job of documenting the process and features of the tool, I’m going to point you straight to their Microsoft Stream migration tool knowledge base. They cover every detail and have an FAQ page for it, as well. 

How do I know which videos to migrate? 

You have two options for collecting video data to determine which videos should be migrated and which should be left behind. A lot of your choices may be unique to your business based on how Stream has been adopted so far.  

You might find that you have only 5 video containers and a total of only 20 videos. I’ve personally seen some tenants with upwards of 300 containers and 3500 videos. Even then, the video count isn’t your main focus.  

You’ll likely find meeting recordings more than anything else. Most of those will automatically be mapped for you to the owner’s OneDrive storage account. But there will be others that aren’t as easy to determine.  

Option 1 

We recommend you first run the scan on your Stream containers to get a high-level estimate of the work ahead. You’ll know almost instantly if your Stream service was adopted heavily or not just by the number of containers in your Stream service. If you see very few containers, you’re one of the lucky ones! You may not need to do much digging to determine the most appropriate destination, and you could skip straight to the migration phase. But you can still go with the second, more detailed option if you prefer. 

Option 2 

If Stream is heavily adopted in your organization and you see thousands of videos inside hundreds of containers after running your high-level scan inside the tool, we recommend you run the Stream inventory report. That report comes with a dashboard that will help you understand your videos in greater detail. 

Which approach is best?

The answer to this question depends on what you find when you scan your videos. Microsoft has outlined 3 different approaches and a checklist that might best meet your needs.  

Quisitive recommends focusing your attention on videos that aren’t automatically mapped to users’ OneDrive storage accounts. Those automatically mapped videos are the “low hanging fruit” you might find easiest to migrate without much discussion. But other videos that belong to teams or groups need some extra care to make sure they go to the right place.  

What do the recent enhancements do? 

The two most impactful enhancements made to the migration tool allow you to filter videos based on certain meta data and discover orphaned videos. An orphaned video has no owner. Without an owner, the tool doesn’t know where to send them. So, now it’s up to you to decide where those videos go. 

Note: these enhancements may not yet be available to GCC tenants by the time this blog is published. 

1. Filter videos in the Microsoft Stream migration tool 

You can now filter videos by content type, publish date, last view date, and view count. There are three content types to choose from. They include Video on demand, Teams meeting recording, and live event.

2. Discover and migrate orphaned videos 

When the author of a video leaves an organization, there video doesn’t leave with them. That video remains where it is but now has no owner. This enhancement allows you to find the orphaned videos and migrate them. Because they have no owner, the decisions for these might be more complex than the rest.

What are the available destinations? 

There are only two destinations available during the migration – SharePoint Online or OneDrive.  

What do I do when I’m done migrating my videos? 

Make sure to close the loop on your migration efforts by selecting the options in the Stream Admin center to switch over to Stream (on SharePoint). You must be a designated Stream admin to perform this task. Once you’re at the Stream Admin settings page, select the radio buttons to save videos on Stream and disable Stream (Classic) for users.   

Now that we’ve covered the basics with the tool, let’s go over the “gotchas” Quisitive has discovered along the way.  

Common Issues and How to Address Them

As with any new tool, there are bound to be bugs and issues encountered along the learning curve. Here are some “gotchas” to keep in mind when moving around inside the Microsoft Stream migration tool and working with your videos. 

1. Settings button is missing 

It was reported by one of our clients that the new “Settings” button that appears in the Microsoft Stream migration tool doesn’t appear. After thoroughly testing, Quisitive found that the migration “Settings” button doesn’t appear in Microsoft Edge, but it does appear in Google Chrome.  

Setting button in Microsoft Stream migration tool on Google Chrome

This is important because these settings are directly related to the new filtering enhancement. If you don’t see this button in Edge, try out Google Chrome and it should appear for you. We’ve reported this to Microsoft but there is likely not enough data to support any fixes for it yet. So, if you experience it, let Microsoft know! 

2. Stream doesn’t connect inside the migration tool 

When you visit the Stream migration tool for the first time, there will be a small graphic in the upper right indicating that you are connected to the Stream service and database. 

We’ve gotten reports from some clients that it takes a while for this page to finally load. Up to 20 minutes for one of them. Our recommendation is to leave this page open for an extended period of time to see if it connects successfully. If not, make sure you’ve configured your network firewall to allow the following URLs: 

This Microsoft support page explains this symptom in more detail. If you’ve taken this step already, opening a case with Microsoft is the best next step. 

3. The tool showed failed migrations temporarily 

We’ve observed some margin of error when it comes to the reporting during a migration. On the migration page, you will see a status bar that looks like this: 

We’ve gotten reports that the count of failed videos or containers disappears as soon as the job is finished. We can only infer this is related to the error checking process in the background. It’s possible the output to the screen is delayed, as well. We consider those false positives. 

Focus on the count of failures once all videos in the migration job are finished moving. If there are no jobs running in the tool, and you still see failed videos, it’s accurate and you should address those failures as you observe them. 

4. Users are reporting that videos aren’t playing after the migration 

If you move a video to a new location after it’s been migrated, it will not play correctly. This is due to the fact that each migrated video has a redirect URL that will break if moved. That URL is set during the migration as metadata in the video file and when the file is moved, that redirect URL becomes invalid. Not all is lost if that happens, however. You can remigrate a video to the desired destination, if needed. But for your own peace of mind, we recommend being certain that the destination you’ve chosen is the final one. The official note from Microsoft: 


Without a comprehensive understanding of the choices ahead about your Stream migration, you might struggle more than you need to on your own. And the rapid evolution of Stream and the migration tool presents a unique challenge. But it’s also a unique opportunity to be on the ground floor of Microsoft’s plans for Stream. Afterall, Teams didn’t start strong, but look at it now. Teams has become Microsoft’s flagship suite for productivity and conferencing. It’s exciting to think about where Stream will be in a few years. Will it look like YouTube? Who knows, but Quisitive will be here for it. 

Get help with your Microsoft Stream migration

If you find yourself or your team struggling to understand this migration process or you don’t have the time to invest, Quisitive can help so you can focus on the projects you planned for. Don’t hesitate to reach out to us. We understand that this migration effort was a surprise for a lot of IT teams, but we’ve got you covered. 

Google Analytics in SharePoint Online Feature Image - Is it right for your organization? Image shows the logos for both technologies overlaid on an image of graphs and charts.

Who should read this article?

If you’re a business owner, leader, or decision-maker looking to mature your business with Microsoft’s M365 cloud services and SharePoint Online, you might be thinking about analyzing how your employees use these tools to maximize their value and boost adoption and engagement. This article is for you. 

What are analytics?

Web analytics about user behavior can be interpreted to drive adoption and engagement in a front-facing system like a public website or a company intranet like SharePoint Online. The data collected often includes information about search results, page views, unique viewers, click-through rate, most popular pages, peak usage hours, and much more. 

Analytics create potential for a deeper understanding of employee adoption. Without knowing how your employees use SharePoint Online and M365, you may be missing opportunities for engagement and increased adoption of new tools. The best analytics solution for your organization depends on your business needs. Some analytics tools are more generic in nature and are applicable to wider audience. Oftentimes, free options like Google Analytics are attractive because your budget is limited, or the procurement process takes too long. But there is more to consider that could shift your focus to a hidden cost that isn’t always immediately observed. 

So, let’s review all options before discussing one of the more popular free options, Google Analytics. 

What are my analytics options for SharePoint Online?

There are several options to collect analytics, but if you do a quick search you might find results like Google Analytics, tyGraph (AvePoint), CardioLog, Netwrix, Microsoft Adoption Content Pack, Syskit Point, and ShareGate Desktop.

The audience differs for each solution. For example, Syskit, Netwrix, and ShareGate are aimed at administrators and are usually used for auditing and governance. But others are more geared toward employee focused groups like Marketing, Human Resources, or Communications for the purpose of employee engagement. tyGraph, for example, has focused their attention on a smoother experience of interpreting the data, making it more user friendly. Quisitive is a tyGraph (AvePoint) partner because it integrates with more than just SharePoint Online and we support all aspects of the M365 suite including OneDrive, Teams, and the Viva Suite. 

Of course, Microsoft offers their own analytics engine inside of the M365 admin center and a separate Power BI dashboard kit. Without question, both add tremendous value in lieu of a third-party tool. Microsoft has made great strides in the last few years with their analytics, but the scope of the data collected is limited. If you’re not in a position to fund the purchase of a third-party tool, the M365 Usage report is an excellent choice and requires little effort to understand and use.

Usage graph example

Factors to consider when choosing an analytics tool may include: 

Google Analytics in SharePoint Online

Google Analytics Logo

One of the most popular free alternatives is Google Analytics. Let’s review the pros and cons. 

Pros of Google Analytics in SharePoint Online

Cons of Google Analytics in SharePoint Online

Which tool is best for my organization? 

Now that you are aware of the pros and cons, let’s put it all into context.  

One of the most common reactions to a paid solution is aversion due to the perception of excessive cost. But just because a tool is free doesn’t mean it won’t cost you anything and may simply be the wrong tool for your business. Security is also concern that might be ignored in favor of a free tool. What good is a free tool if it doesn’t truly meet your needs? 

Your organization may in fact already be using Google Analytics and wondering whether to stay with it or move to a new solution. But the decision remains the same because your business is going to change, and your solutions should be agile enough to change with it. Is Google Analytics agile enough to keep up with M365? Google is focused on a wider audience, mostly public websites, and especially online retail. Metrics meant for retail and public websites simply can’t be used in SharePoint Online because the data point isn’t available. 

With that in mind, it’s safe to say that the cost of an analytics solution is relative. Not just compared to other solutions, free or paid, but relative to the potential consequences of using the wrong solution, costing you time and energy when you likely revisit this decision in the future as your business matures beyond the free solution’s limitations. 

You might think ROI isn’t a factor while implementing Google Analytics because the solution is free. The reality is that if you choose an analytics solution that isn’t right for your business, you could find yourself collecting irrelevant data or more likely end up in an information deficit – behavioral information that could help you motivate your employees to use the tools that organically boost efficiency and output and shift your company culture in a positive direction. 

The financial cost of an incomplete understanding how your employees work is difficult to quantify but it’s easily observed in common day-to-day pain points and high turnover. Both could be addressed by leadership who are armed with the added context the behavioral data offers. 

The ultimate goal of an analytics solution is to boost productivity but like any business goal, the underlying objective is financial. Increased productivity usually equates to greater cost savings and ideally leads to increased revenue, covering the cost of the solution that enabled your business to mature and succeed. In theory, a paid tool could pay for itself eventually. 


If your goal is to mature your business by using an analytics solution for M365 and SharePoint Online, the question you might ask yourself when choosing a product is: 

“Can we afford the cost associated with the risk of an information deficit?”

If you’ve exhausted your options for funding and have no alternative outside of the native M365 analytics, Google Analytics will suffice, especially with a tight timeline. 

But if you have any wiggle room in your budget and timeline to obtain a paid solution that integrates with M365, you may end up covering the cost with the boost in productivity from increased adoption down the road. It’s a win-win scenario, if done right. You should still take your time to do your diligence and make a confident decision. 

Whether your goal is to simply go paperless or to implement complex solutions for big ideas inside SharePoint Online and M365, Google Analytics is a fine starting point and may suffice long-term. However, if you’re expecting ongoing organizational change alongside adoption of new M365 tools, you may better serve your organization by choosing a solution that fully integrates with M365 applications, in anticipation of the future business needs. 

Remember, you likely won’t stop adopting M365 at SharePoint Online and might eventually introduce Teams, OneDrive, and the Viva Suite to your employees. You may need a more comprehensive report of usage across them all to make sure your business is headed in the right direction.

Looking for additional assistance with SharePoint Online?

Quisitive offers a team of experts that can help you create a strategy for implementation, manage adoption, build your SharePoint instance, or optimize your current instance.

M365 group lifecycle ideation Feature Image - a lightbulb made of paper with the m365 logo overlaid

In the first blog in this series, I noted that there are five stages to the lifecycle of each M365 Group: Ideation, Request, Creation, Monitoring, and Archival.

Today, I’ll expand on the first stage, Ideation. This is the point at which someone has an idea for a place to accomplish some kind of work. We need to fully understand several issues that may come up during phase, so let us review them.  

Does an M365 Group Already Exist?

One major issue that organizations face is that when they allow M365 Groups to be created, there is an explosion of groups that are duplicates of each other. We saw this in Yammer, where it was so easy to create a new community that users would often create one before determining if one already existed.

Ensuring that users check to see if an M365 Group already exists for their proposed use is step one in controlling your M365 Group environment. The question is, how do we accomplish this? 

The first step should be to train our users to always look for an existing group before they create one. Unfortunately, this is more challenging than you think. When a user has an idea for a Group, they want to get working on it right away, and any delay in our process is likely to drive them into using another tool that offers them immediate gratification.

For example, a user wants to chat and collaborate with their team on a project. This is a quintessential ad hoc collaboration example that Microsoft designed M365 Groups to address. However, if we force users to enter a request and it takes hours or days to create their workspace, they might just create a Group Chat in Teams with everyone on the project team and use the Files tab in the chat to collaborate in their various OneDrive accounts.

This is not the best practice for using Microsoft Teams. We should provide guidance for users on the proper behavior. It underscores how important it is to not place roadblocks to creating M365 Groups. 

If we want our users to see if an M365 Group already exists, then we are going to have to help them as the out-of-the-box experience is lacking. Let us take as an example a user who wants to create a Microsoft Team workspace for a demo. For this example, I have created three Teams workspaces. Demo Public Team, Public Demo Team, and Demo Private Team.  

Demo Public T 

For our purposes, either would be a duplicate of our example user’s new proposed Team. They go to the “Join or create a team” link and click it. They are presented with a list of public teams that they might want to join.  

You can see the first problem here. Where is the Demo Public Team? It is not suggested to the user for some reason that only Microsoft truly knows. We can search for it, so our example user will type in Demo and see if they find anything. 

In this case, the user sees the public team that starts with Demo, but not the private team, or the team Public Demo Team because it only looks for Teams that start with your search term. We can see that if we search for “public” we get these results. 

As for private teams, that is even harder to locate. So, how do we solve this problem?  

Creating a Directory of M365 Groups 

We will need to create our directory of M365 Groups. This is not necessarily difficult but keeping it up to date is tedious and requires us to automate a process that runs on some schedule. We can use PowerShell to accomplish this. There is a PowerShell cmdlet called Get-AzureAdGroup that returns every AzureAD Group. It is part of the AzureAD module, and it will return the following: 

This could be used to create a directory, but it does not tell us much about the M365 Group. We could use Get-SPOSite instead which gives us much more information, including Site Collections that are not M365 Groups, which might be valuable to us. We could also go to the SharePoint Admin center and export the list of Active Sites to a CSV file: 

Here you will get a list of all the sites with everything that you might need. 

If you want the list up to date, then you will either need to re-run the PowerShell or the export and then save the data someplace like a SharePoint list that you can use for your directory. Keeping that directory up to date either requires a job to run daily or forcing every new site to be created through a process that updates this directory as part of its process. We will talk about that in Part 3 where we discuss Requesting a new M365 Group. 

Is an M365 Group the Best Way to Solve this Problem? 

This is a tricky question to address technologically, but from a Governance perspective, it is one that we need to address. There are reasons that an organization might want users to work in specific ways. For example, there might be a process to create a project workspace when D365 reaches a specific point in the opportunity lifecycle. Thus, we do not want users to request or create a site for a project since it will happen as part of an ERP workflow.

This training and communications issue should be part of our Governance process even though there is not a technological solution for it. We might prevent users from seeing the project workspace template, but that will not stop them from requesting say a generic M365 Group and customizing it. We need to monitor that, as well as educate our users on how to create these groups. 

Select the Right Template for the M365 Group 

Like the directory that we will need to create, each M365 Group should be based on a template. These should be designed to guide users to which template they would request based on the problem they are trying to solve. For example, if a user is looking for a place to collaborate and communicate around a set of documents for a presentation, creating a Teams workspace makes sense. If they are working on a process like loan origination, then it might make more sense to create a channel in an existing Teams workspace or add a folder to a SharePoint site.  

Another advantage of templates is that they can be used to customize the content, the features, the look and feel, and more of an M365 Group when it is created. Take as an example a new project workspace. We might want to include the template for the project charter, as well as a risk register, and the templates for requirements and design documents. That way we can ensure that the correct documents are used without the users having to search for them. 

Putting It All Together 

Our goal here is to allow our end users to easily create sites when they need them with minimal disruption or delay. To accomplish this, we need to ensure that they can quickly and easily find M365 Groups that already exist, even if they do not have access to them to prevent duplication. If we do not do this now, then during the approval or creation step someone else will need to validate that a group does not already exist, or we will have duplicate groups that will require merging.

This is the time to prevent that, but to do so we must have a searchable list of all the groups. Yes, you can still hide some groups that might be secure in nature. We call those hidden groups that do not appear in the directory. 

Next Steps 

The Ideation phase of M365 Group Lifecycle is focused on aligning users with the best options using M365 Groups to address their issues.  We also need to ensure that they don’t duplicate existing sites.  This means that we need a directory of sites that users can search prior to creating a site.  The Out of the Box tools for this aren’t great, but with some PowerShell and time you can enable this searchable list for your users.  This is the point that we should expose users to the potential list of group templates that exist so that they can select what works for them.  This means we need to identify and create these templates that are linked to use cases that we have identified. 

In the next article in this series, we will talk about the Request phase of M365 Group lifecycle. 

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Microsoft Editor: What is it and how does it work? February 22, 2023 What is Microsoft Editor?  Microsoft Editor is an AI-powered service that checks for grammar and spelling mistakes in more than twenty languages while making recommendations to improve your writing through more formal and concise language. Additionally, Editor can be configured to use three writing style formats: Formal, Casual, and Professional. Microsoft Editor is accessible at […] Get in touch

What is Microsoft Editor? 

Microsoft Editor is an AI-powered service that checks for grammar and spelling mistakes in more than twenty languages while making recommendations to improve your writing through more formal and concise language. Additionally, Editor can be configured to use three writing style formats: Formal, Casual, and Professional. Microsoft Editor is accessible at the application level (Word and Outlook) or from the browser as an extension in Edge and Chrome.  

It is free for checking basic spelling, and when linked to a Microsoft 365 account, authors get refinements beyond the basics with advanced grammar and style refinements like clarity, conciseness, formality, vocabulary suggestions, and more. This removes the need for a third-party application such as Grammarly, WhiteSmoke, or Ginger.  

How does it work? 

Microsoft Editor in Your Web Browser

Microsoft Editor can easily be added as a browser extension for Microsoft Edge or Google Chrome. However, it requires signing in with a Microsoft account. When active, Editor helps authors achieve their best writing on web platforms such as Twitter, Facebook, Gmail, and LinkedIn.  

Once the extension is added to either browser, the Editor icon will appear in the extension section of the browser. If the Editor icon grayed out, this means that you need to sign in to your Microsoft 365 account. It is important to note that browser extensions are disabled by default in a private browsing session. This can be changed in your browser settings if desired.  

Microsoft Editor Browser Extension in Chrome 
Microsoft Editor Browser Extension in Chrome. Screenshot of icon in browser tool bar
Microsoft Editor Browser Extension in Edge
Microsoft Editor Browser Extension in Edge Screenshot of icon in browser tool bar

Editor settings let you adjust what it will check for, including the language, and can be deactivated for specific websites. 

Screenshot of the settings screen in Microsoft Editor

Microsoft Editor for browsers runs in textboxes where spellcheck may not be supported by websites. 

When authoring content on a web page, the extension will recognize a potential correction and will underline it to suggest adjusting the spelling, grammar, or style suggestions. You can then select the underlined word or phrase to accept or ignore the suggestion. 

Microsoft Editor in Microsoft Apps

Editor is also accessible in the Windows version of Word for Microsoft 365, Outlook on the web, and when an author is signed in with their Microsoft 365 Account. 

Microsoft Editor in In and Outlook on the Web 

You can use the Editor Settings panel to customize your Editor preferences, including the proofreading language. Editor is accessible when drafting an email. From the ribbon, select the (…) menu, and then select Editor > Editor Settings.

The number of editing suggestions appears below the email composition section when clicking on the icon will bring up the Editor panel. Learn more. 

Microsoft Editor in Word for Microsoft 365 

You can access Editor from the ribbon Home > Editor. This will bring up the Editor panel, where the user can get an understanding of the areas that need to be corrected for the document. Learn more 

What does it do?

The following list outlines the capabilities of Microsoft Editor.

1. Add to Dictionary

When Editor identifies a potential issue with spelling it provides the choice of adding the word to the custom dictionary that is built into your Microsoft 365 apps via “Add to dictionary”.  

2. Check for Similarity

This function checks for originality by checking content that matches text that is found online, it then points at the sections of the document that can be revised to either insert a citation or rephrase the paragraph. Learn more. 

3. Document Stats

In Word on the web, Editor provides statistics about your document including word count, time to read, to speak, and the total of Editor suggestions. 

4. Suggestions

Editor can help authors with clarity, formality, inclusiveness, punctuation, and sensitive geopolitical references.

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A limited-time preview of Microsoft Syntex’s document processing models is now available in Commercial tenants where you can take advantage of the unstructured document processing models available at no cost. This will be useful to assess usage and estimate costs for a future pay-as-you-go license. 

With this preview, any users will be able to apply an unstructured document processing or prebuilt document processing model to a SharePoint library.  

Use cases include the automatic classification of documents and extraction of information, while an example of an unstructured document could be a contract renewal letter or a contract. 

Microsoft Syntex Pay-As-You-Go

What do you have to do?  

To activate the preview, navigate to your Microsoft 365 admin center > Setup > Files and content > Use content AI with Microsoft Syntex. 

Prerequisites include an Azure subscription, an Azure resource group in that subscription, and an Azure Storage Account in the same subscription to create usage reports. 

When will this happen?  

This preview will expire in February 2023. After this, the new Microsoft Syntex license will be required. 

Why would you want this? 

This is a great opportunity to “try before you buy” Microsoft Syntex.  Take advantage of this preview to understand how Syntex can improve search, automation, and compliance in your organization. 

Get expert guidance on your Modern Workplace Journey.

Learn more about how we support our clients on their modern workplace journey by exploring our Digital Workplace Managed Services program.

In this blog, we will share all updates to Microsoft 365 over the last month. For any questions, we encourage you to reach out to your Quisitive account manager or fill out a contact form on our website.


Internet Explorer 11 Hard Block

Microsoft has been talking about the end of support for Internet Explorer in their Web apps and services since December 2020. Beginning mid-January 2023, access to SharePoint Online and OneDrive from Internet Explorer 11 and Edge IE will be hard-blocked.

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Empowering Your Employees to Learn with Viva Learning

Microsoft Viva Learning makes it easier to empower your employees to find relevant training and gain access to it via Microsoft Teams.

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Microsoft 365 Group Lifecycle

Understand Microsoft 365 Groups and establish proper governance in your organization by exploring the five lifecycle stages of a Group.

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Microsoft Digital Whiteboard to the Rescue for Digital Collaboration

Learn all about the features of Microsoft Whiteboard, a digital whiteboard that facilitates remote or hybrid collaboration for teams.

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Microsoft Whiteboard App: A Whiteboard in Your Pocket

Microsoft’s digital whiteboard app goes mobile. Learn how you can access your whiteboards from anywhere with this blog.

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SharePoint App Bar: Temporary Window to Disable Has Been Extended

The SharePoint app bar cannot be disabled permanently. However, it can be suppressed with PowerShell until March 31, 2023.

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New SharePoint Site Templates

In November, Microsoft began rolling out three new Sharepoint site templates targeted for HR (Human Resources), Events, and Contract Management.

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How to Delete Chats in Microsoft Teams

In December 2022, Microsoft rolled out functionality to all tenants that allows users to delete chats in Microsoft Teams.

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How to Add Microsoft Stream Videos to SharePoint Hero Web Part

Learn how to add Microsoft Stream videos to a SharePoint Hero web part so users can view the video inline within the web part.

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Video + Blog: How to Change Your SharePoint Domain Name and More in Microsoft 365

Microsoft has now made it possible to change your SharePoint domain name. Based on the lessons learned, Microsoft has made this capability public for specific tenant types that meet certain criteria. Read about a few things to consider before

Read More

Looking for help with your digital workplace?

Quisitive’s team of digital workplace experts can help you manage your Microsoft 365 environment and ensure you’re getting the most out of your technology stack.

Learn more about Fuse, Quisitive’s Digital Workplace Managed Services offering.


The Whiteboard app will run on either iOS or Android and on multiple form factors. You have access to all the same Whiteboards that are available to you on your computer when you log in using your M365 account. All the features that were present in the desktop and web versions of the software are still there. 

Microsoft’s Mobile Whiteboard App

In a recent article, I talked about some of the cool features of Microsoft Whiteboard, but I also wanted to ensure that I point out that Microsoft has delivered a mobile version of Whiteboard in addition to the web-based and desktop versions of the software. So, let us break down the mobile app and see what is available to us. 

First off, the Whiteboard app will run on either iOS or Android and on multiple form factors. I am using a Samsung Galaxy Fold 4 and can use it equally on the small side screen, or the larger folding screen and with my finger or with the S-Pen on the folding screen. You have access to all the same Whiteboards that are available to you on your computer when you log in using your M365 account. 

The list of things that you can do in the Whiteboard is at the bottom (at least in the tablet layout), but all the features that were present in the desktop and web versions are still there.  For example, you can create a note and select its color.   

The interface is a bit different because of the smaller form factor.  Once you have it finished, you click on the “check”, and it is added to the canvas. 

Note that I can also add reactions to the note, and it still displays who entered the note.  We can still write on the canvas using various customizable pens that allow you to control the size and color.  You don’t have as many displayed as presets, but that is chiefly due to limited-screen real estate. 

I was able to easily use my fingers, but also the S-Pen on my phone.  Figures can be added with an array of predefined shapes available that you can set the color of and enter text into.  And text can be added as well in assorted colors if that is easier than reading someone’s handwriting. 

You can add images either from your gallery or from your camera directly. 

You can see that I can still add reactions directly to the canvas. You can still access the full array of templates that are available on the desktop and web versions. I will admit that it is harder to see and you will end up pinching and scrolling when using a large canvas or template, but the fidelity to the desktop version is impressive.   

Next, you can still embed documents onto the canvas.  This works for PowerPoint and PDF (Portable Document Files) files where you open the file (either on your device or in a cloud location) and then select the slides or pages that you want to be dropped onto the canvas to be viewed by all and then marked up. 

So, whether you are at your desk, or on the go, you can still fully participate in Microsoft Whiteboard sessions and collaborate with your co-workers in a rich environment that will enhance your productivity. Take the Whiteboard App for Android or iOS out for a test drive today and be ready to work on the go.