Building Nonprofit Culture with Microsoft Viva Engage: Architecture and Step‑by‑Step Setup
Nonprofits often operate with hybrid teams, part‑time staff, and volunteers spread across multiple locations. Creating a unified culture in this environment is challenging — but Microsoft Viva Engage, part of the Microsoft Viva suite and built on Microsoft 365, provides a secure, social, and integrated platform for connection and knowledge sharing. This guide explains how nonprofits can use Viva Engage to strengthen culture, improve communication, and drive engagement across distributed teams. Viva Engage Architecture (Accurate Technical Overview) 1. Communities Persistent, topic‑ or role‑based spaces for collaboration. Common nonprofit examples: Volunteers Program teams Leadership groups Staff affinity or DEI groups Communities support: Announcements File sharing (via SharePoint) Events (including virtual events in Teams) Moderation and admin controls Learn more: Getting started with Viva Engage Communities in Microsoft Teams - Microsoft Support 2. Storylines Personal, profile‑based feeds where individuals share: Updates Reflections Wins and impact stories Storylines appear in Viva Engage, Outlook, and Teams, increasing visibility across the organization. Learn more: Storylines in Viva Engage | Microsoft Support 3. Campaigns Hashtag‑driven initiatives that bundle posts across communities and storylines. Ideal for: Fundraising drives Awareness campaigns Staff challenges Volunteer appreciation weeks Campaigns include: Goals Featured posts Leaderboards Analytics Learn more: Campaigns in Viva Engage | Microsoft Support 4. Knowledge Sharing Viva Engage includes structured knowledge tools: Answers — crowdsourced Q&A with upvoting and expert validation Topics — AI‑powered tagging and knowledge organization Expertise Discovery — identifies subject‑matter experts across the organization These features help nonprofits capture institutional knowledge and reduce information silos. Learn more: Answers in Viva: Introduction | Microsoft Support Learn more: Use topics in Viva Engage | Microsoft Support 5. Analytics Admins and leaders can access: Community engagement metrics Campaign performance Participation trends Influencer and contributor insights These insights help measure cultural health and communication effectiveness. Learn more: View and manage analytics in Viva Engage | Microsoft Learn How to Set Up Viva Engage for a Nonprofit (Technical How‑To) How to Create a Community (Step by Step): 1. Open Viva Engage In Microsoft Teams, select Viva Engage from the left app bar or Go to the web version: https://engage.cloud.microsoft/ (your tenant URL) 2. Select “Create a Community” In the left navigation pane, choose Communities Click Create a community 3. Name Your Community Choose a clear, descriptive name such as: Volunteer Hub Youth Programs Team Leadership Updates 4. Set Privacy Level You’ll choose between: Public — anyone in the organization can join Private — membership requires approval 5. Add Community Admins Admins can: Manage members Pin posts Post announcements Moderate content You can add multiple admins to share responsibility. Learn more: Getting started with Viva Engage Communities in Microsoft Teams - Microsoft Support Build a Campaign (Step by Step): A community campaign in Viva Engage helps drive engagement around a shared goal using a campaign hashtag. The steps below reflect exactly what Microsoft documents for creating a campaign inside a community. 1. Open Viva Engage Open Viva Engage in Microsoft Teams or the web app. 2. Go to Your Community Navigate to the community where you want to create the campaign. 3. Select “Create a Campaign” On the right side of the community page, find the Campaigns section. Select + Create a campaign. 4. Define the Campaign Hashtag Enter a unique campaign hashtag (e.g., #ImpactWeek). This hashtag becomes the campaign’s name and is used to group all related posts. 5. Add Campaign Details Fill in the required fields: Description — explain the purpose of the campaign Goals — outline what you want to achieve Cover image — upload a visual to represent the campaign Theme color — choose a color to brand the campaign Default publisher — choose the default post type (discussion, question, poll, praise) 6. Add Co‑Organizers (Optional) You can assign additional people to help manage the campaign. 7. Publish the Campaign Save your work. Review the campaign in draft mode. When ready, select Publish to make it visible to the community. 8. Invite Participation Encourage staff, volunteers, and leaders to: Post using the campaign hashtag Share stories, updates, or photos Engage with others’ posts All posts using the hashtag will automatically appear on the campaign page. Learn more: Campaigns in Viva Engage | Microsoft Support Enable Storylines (Step by Step): 1. Open the Microsoft 365 admin center Go to the Microsoft 365 admin center and sign in with an admin account. 2. Go to Viva Engage settings In the left navigation, go to Settings → Org settings. Find and select Viva Engage (or Yammer/Viva Engage depending on your tenant). 3. Enable Storylines In the Viva Engage settings, locate the Storylines option. Make sure Storylines is turned On for your organization. Save your changes. 4. Communicate to staff Let staff know Storylines are available in Viva Engage. Encourage them to share updates, impact stories, and reflections, and to follow colleagues’ storylines. Learn more: Storylines in Viva Engage | Microsoft Support Automate Notifications (Step by Step): You can use Power Automate to trigger actions when new Viva Engage (Yammer) messages are posted. The connector supports triggers such as “When there is a new message in a group” or “When a new message is posted”. Here is the correct step‑by‑step process: 1. Open Power Automate Go to Power Automate (flow.microsoft.com) and sign in with your Microsoft 365 account. 2. Create a new automated flow Select Create → Automated cloud flow. Search for the Yammer connector (used for Viva Engage). Choose a trigger such as: “When there is a new message in a group” or “When a new message is posted” (depending on your scenario and connector availability). This aligns with the triggers listed in the connector documentation. 3. Add an action to send a Teams notification Add a new step. Choose Microsoft Teams. Select an action such as: Post a message in a chat or channel Send a message to a user Configure the message to include details from the Viva Engage post (e.g., message text, author, link). 4. Add an action to log the post in SharePoint Add another step. Choose SharePoint. Select an action such as: Create item (to log each post in a list) Update item (if you maintain a running log) Map fields from the Viva Engage trigger (e.g., message ID, message text, sender, timestamp). 5. Save and test the flow Save the flow. Post a message in the selected Viva Engage community or group. Confirm that Teams receives the notification and SharePoint logs the entry. Learn more: Viva Engage - Connectors | Microsoft Learn Learn more: Explore the Power Automate home page - Power Automate | Microsoft Learn Conclusion For nonprofits working across hybrid teams, volunteers, and multiple locations, Viva Engage offers a simple way to build connection and culture. By setting up communities, launching campaigns, enabling Storylines, and automating key updates, organizations create a digital space where people stay informed, share impact, and feel part of the mission. With these tools in place, Viva Engage becomes a hub for communication, collaboration, and storytelling—helping your nonprofit stay aligned and engaged as it grows.Building a Secure Hybrid Workplace with OneDrive: Architecture, Security, and Best Practices
Hybrid work requires a zero‑trust, identity-driven architecture where users, devices, and data are continuously validated. Microsoft 365 — specifically OneDrive for Business backed by SharePoint Online — provides a distributed content services platform designed for secure collaboration at scale. This blog breaks down the core architecture, data protection mechanisms, and administrative controls that enable secure hybrid collaboration with OneDrive and Microsoft 365. 1. Storage Architecture (SharePoint Embedded Model) OneDrive is not a standalone storage system; it is built on SharePoint Online multi-tenant architecture: Each OneDrive account is a user-specific SharePoint Online personal site OneDrive is provisioned as a personal SharePoint site for each user when first accessed Link: Pre-provision OneDrive for users in your organization - SharePoint in Microsoft 365 | Microsoft Learn} Files are stored within SharePoint document libraries Document libraries provide a central location to store, organize, and collaborate on files, including support for folders and shared access Link: Manage sharing settings for SharePoint and OneDrive in Microsoft 365 - SharePoint in Microsoft 365 | Microsoft Learn Document libraries support permissions, versioning, and collaboration features Users can control access, track changes, and maintain version history directly within document libraries Link: Manage sharing settings for SharePoint and OneDrive in Microsoft 365 - SharePoint in Microsoft 365 | Microsoft Learn Data Protection Mechanisms Encryption at rest using AES-256 across distributed storage Encryption in transit via TLS/HTTPS 👉Data encryption in OneDrive and SharePoint | Microsoft Learn Ransomware Resilience Built-in ransomware detection and recovery capabilities Version history (≥500 versions) enables recovery of previously unencrypted files Recycle bin (93-day retention) allows restoration of deleted files File Restore provides point-in-time rollback of OneDrive content 👉 Ransomware protection in Microsoft 365 2. Sync Engine & Client Architecture The OneDrive sync client (Next Generation Sync Client) provides synchronization between endpoints and Microsoft 365 cloud storage: Core Components Local cache + placeholder system The OneDrive sync client synchronizes files between the device and Microsoft 365, processing uploads and downloads as changes occur Link: How sync works - SharePoint in Microsoft 365 | Microsoft Learn Files On-Demand virtualization layer With Files On‑Demand enabled, files appear as online-only files in File Explorer and are downloaded only when accessed Link: Save disk space with OneDrive Files On-Demand for Windows - Microsoft Support Sync Control Capabilities Admins can enforce: Domain-joined device restrictions Restrict sync to managed or compliant devices Link: Allow syncing only on computers joined to specific domains - SharePoint in Microsoft 365 | Microsoft Learn Known Folder Move Redirect Desktop, Documents, and Pictures to OneDrive Link: Redirect and move Windows known folders to OneDrive - SharePoint in Microsoft 365 | Microsoft Learn Bandwidth throttling policies Control sync throughput and limit upload/download rates Link: Network utilization planning for the OneDrive sync app - SharePoint in Microsoft 365 | Microsoft Learn 3. Identity, Access, and Sharing Model Identity Plane (Microsoft Entra ID) Access to OneDrive is governed through: Microsoft Entra ID authentication Provides identity and access management for Microsoft 365 services Link: Understanding Microsoft Entra ID and OAuth 2.0 in the context of SharePoint Online modern development | Microsoft Learn Modern authentication protocols (OAuth 2.0) Used to authorize access to services and APIs in Microsoft 365 Link: Understanding Microsoft Entra ID and OAuth 2.0 in the context of SharePoint Online modern development | Microsoft Learn Conditional Access policies Enforce access controls such as requiring compliant devices or MFA Link: Enable conditional access support in the OneDrive sync app - SharePoint in Microsoft 365 | Microsoft Learn Technical Best Practices Security Enforce Multi-Factor Authentication Require compliant devices via Conditional Access Apply sensitivity labels for data classification Governance & Compliance Configure sharing restrictions Apply retention and DLP policies via Microsoft Purview Enable audit logging and eDiscovery Performance Optimization Enable Files On-Demand Limit sync scope to required libraries Avoid syncing large or high-change datasets Final Thought OneDrive is a cloud-native content platform built on SharePoint Online, secured through Microsoft Entra ID and governed by Microsoft 365 compliance capabilities. This architecture enables nonprofits to: Collaborate securely across distributed teams Enforce identity-driven access controls Protect data from loss, ransomware, and unauthorized access When aligned with Zero Trust principles, it delivers enterprise-grade security in a scalable, cloud-first model.Driving Engagement in Nonprofits with Viva Engage
Nonprofits commonly operate within resource-constrained, distributed environments, relying on a mix of full-time staff, part-time employees, volunteers, and partner organizations across regions. This creates challenges around: Maintaining mission alignment Scaling knowledge sharing across programs Sustaining culture and engagement without centralized offices Microsoft Viva Engage, part of the Microsoft Viva suite, provides a cloud-based, enterprise social layer within Microsoft 365 that enables nonprofits to build community, share knowledge, and foster engagement across geographic and organizational boundaries. [learn.microsoft.com] Unlike traditional communication tools, Viva Engage leverages: Microsoft Entra ID (Azure AD) for secure identity and access management Microsoft 365 Groups + SharePoint for community structure and content storage Microsoft Graph for personalized content discovery and feed relevance This architecture allows nonprofits to operationalize culture as an ongoing system, rather than relying on one-way communication or manual coordination. Viva Engage Architecture (Nonprofit-Focused) 1. Communities (Mission-Aligned Collaboration Hubs) Communities act as structured collaboration environments for conversation, coordination, and knowledge sharing. They can be public or private depending on program sensitivity. Typical nonprofit segmentation: Volunteer networks (by region, campaign, or cohort) Program delivery teams (case management, outreach, education programs) Leadership and board communications Cross-functional initiatives (fundraising, advocacy, DEI) Technical capabilities: Integrated conversations, file sharing, and events Support for announcements, polls, Q&A, and recognition posts Backed by Microsoft 365 infrastructure for compliance and scalability Accessible via web, Teams, and mobile for field-based staff and volunteers 2. Storylines (Organization-Wide Visibility Layer) Storylines provide a personalized, organization-wide feed that enables individuals to share updates, experiences, and impact stories. Aggregate posts from followed users and trending organizational content Accessible across Teams, Outlook, and Viva Connections Extend visibility beyond individual communities through follower networks and discovery feeds 👉 Learn more: Storylines in Viva Engage Nonprofit value: Share impact stories from the field Highlight volunteer experiences Amplify mission-driven narratives across regions 3. Campaigns (Structured Engagement Programs) Campaigns enable nonprofits to run coordinated, measurable engagement initiatives using hashtags and centralized tracking. Aggregate participation through campaign hashtags Provide engagement analytics dashboards Support organization-wide or community-level campaigns 👉 Setup guide: Create campaigns in Viva Engage Example nonprofit campaigns: #GivingWeek → fundraising drives #VolunteerImpact → recognition campaigns #CommunityOutreach → awareness initiatives 4. Knowledge Sharing Layer (Answers, Topics, Q&A) Viva Engage supports crowdsourced knowledge exchange, which is critical for nonprofits with high staff and volunteer turnover. Q&A with Best Answer functionality to surface validated knowledge Answers in Viva for expert discovery and response routing Topic tagging to organize institutional knowledge 👉 To learn more visit: Answers in Viva: Ask a question - Microsoft Support and Answers in Viva: Introduction - Microsoft Support Nonprofit impact: Reduces dependency on tribal knowledge Accelerates onboarding of volunteers and new staff Preserves program expertise across regions 5. Analytics & Engagement Signals Viva Engage provides built-in insights to measure engagement and adoption: Community engagement metrics (posts, reactions, participation) Campaign performance tracking Leadership engagement visibility 👉 To learn more visit: View and manage analytics in Viva Engage | Microsoft Learn Nonprofit relevance: Track volunteer engagement trends Measure campaign participation (fundraising, awareness) Identify under-engaged programs or regions Integration Architecture Microsoft Teams Access Viva Engage directly within Microsoft Teams Embed Viva Engage communities or topics as tabs within Teams channels to enable in-context collaboration Allow team members to view, react to, and participate in Engage conversations without leaving Teams 👉 Integration details: Add a Viva Engage page to a Teams channel - Microsoft Support SharePoint (Nonprofit Intranet) Embed Engage conversations into intranet pages Turn static program pages into interactive discussion hubs 👉 Integration details: Use a Viva Engage web part in SharePoint - Microsoft Support and Include a Viva Engage feed in a SharePoint page | Microsoft Learn Power Platform (Automation) Use Power Automate with the Viva Engage connector to enable event-driven automation and cross-system integration: Trigger workflows when new messages are posted in a community or followed feed Retrieve and process messages, groups (communities), and conversation data for downstream systems Automatically post messages to Viva Engage communities from other systems or workflow 👉 Connector reference: Viva Engage connector Technical Implementation Guide Create a Community: Create a community in Viva Engage - Microsoft Support Create a Campaign: Set up official campaigns in Viva Engage | Microsoft Learn Conclusion Viva Engage enables nonprofits to move from fragmented communication to a structured, scalable engagement model. By combining communities, storylines, campaigns, and analytics—integrated across Teams, SharePoint, and Power Platform—organizations can strengthen culture, improve knowledge sharing, and expand mission impact across distributed teams.Simplify Your Scheduling with Microsoft Bookings
Introduction to Microsoft Bookings Microsoft Bookings is an online tool designed to help you schedule appointments with ease. Whether you are a small business owner, a nonprofit organization, or part of a larger enterprise, Microsoft Bookings can streamline your scheduling process, allowing clients to book appointments for the services you provide. This blog post will guide you through the key features of Microsoft Bookings and how to get started. What is Microsoft Bookings? Microsoft Bookings is an online scheduling tool that allows you to create booking calendars for specific purposes or departments. Clients can schedule appointments for listed services, and you can share the booking calendar link or embed it on your website. This tool is particularly useful for managing appointments, reducing no-shows, and improving customer satisfaction. Key Features of Microsoft Bookings Easy Access: Navigate to www.office.com, sign in with your credentials, and find Bookings in the App Launcher or Microsoft Teams. Customizable Booking Pages: Create and customize booking pages with your business details, logo, and color theme. Customer Management: Add customers manually or import contact lists to your booking page. Staff Management: Add staff members, assign roles, and set their availability. Service Management: Create and manage services, set availability, and customize fields for customer information. Notifications: Set up email and text message notifications for appointments. How to Get Started with Microsoft Bookings Accessing the Bookings App Navigate to www.office.com and sign in with your credentials. Click on the App Launcher at the top left side. Choose “More apps” and find Bookings. Alternatively, you can find Bookings in Microsoft Teams by selecting the ellipses on the left side to reveal applications and choosing Bookings. Setting Up Your Booking Calendar Once you are in the Bookings app, select “create” next to Shared booking pages. Choose “create from scratch” to create a shared booking page from scratch or clone one from an existing bookings calendar. Fill in the details of your calendar, including your business name, type, and business hours. Invite your staff to the calendar. These individuals will be able to view and manage bookings for the team based on the roles assigned on this page. Set up and edit your first initial service by selecting “Change.” You can add more services after the calendar has been created. Choose who can book appointments: “no self-service,” “People in my organization,” or “Anyone.” Configuring and Publishing Your Shared Booking Page Within the Shared Booking Page window, select “Booking page” from the left-hand menu. Configure who can book an appointment: No Self-service, Available to people in your organization, or Available to anyone. The booking page you created will have a link. Customize your page with a template, color theme, and logo. Under Regions and Time Zone Settings, set your language and time zones. Save your settings and your booking page is ready to use. Adding Customers and Staff Members When setting up your booking page for the first time, manually adding your existing customer base can help you get started quickly and ensure that your regular clients are already in the system. Adding staff will give only those individuals access to the specific shared booking link and page. Adding Customers: Navigate to the left-hand menu, select customers, and click the add new customer button. Fill out the customer information and save changes. You can also import customer lists in CSV format. Ensure that the CSV file is in the UTF-8 encoding for best results. See Import or export contacts in Outlook Adding Staff Members: Navigate to the left-hand menu, select staff, and click the add new staff button. Complete the information, including name, email, and phone number. Assign roles and set availability. Adding New Services The ability to add typical services offered to the community you support is also available on the booking page settings! This will allow specific calendar bookings that gives your team insight on the purpose of each meeting booked. Navigate to the left-hand menu and select services. Click “add new service” and fill out the form, including service name, description, location, duration, and price. Set availability options and assign staff to the service. Customize fields for customer information and set up notifications. Conclusion Microsoft Bookings is a powerful tool that can help you manage appointments efficiently. By following the steps outlined in this blog post, you can set up and customize your booking page, add customers and staff members, and create services tailored to your needs. Start using Microsoft Bookings today to streamline your scheduling process and enhance customer satisfaction.Comprehensive Security in the Era of AI: What Nonprofits Need to Know Now
Artificial intelligence is transforming the nonprofit landscape, opening new doors for impact while also introducing new responsibilities. As organizations work tirelessly to support communities, protect vulnerable populations, and steward limited resources, it’s more important than ever to ensure AI is used safely, ethically, and securely. Microsoft’s guide, Comprehensive Security in the Era of AI, offers nonprofits a clear, compassionate roadmap for navigating this moment of change. Below is a mission‑focused summary of the guide’s key insights and how they apply directly to the nonprofit sector. AI Is Accelerating Change—And Expanding Risk AI is introducing powerful new capabilities for nonprofits: automating manual tasks, enhancing team collaboration, analyzing data more quickly, and enabling more personalized engagement with communities. But the guide highlights a critical truth: AI also expands the attack surface. Patterns such as identity compromise, prompt manipulation, model poisoning, shadow AI, or unsecured integrations can introduce risk if organizations don’t have the right controls in place. Nonprofits must therefore take a proactive approach to securing AI-powered workflows. Pivoting to a Proactive Security Strategy To keep pace with emerging AI‑driven threats, the guide encourages nonprofits to adopt a forward‑looking, preventive approach to security. This includes: Strengthening identity protections (MFA, Conditional Access, least privilege) Securing data sources that feed AI systems Building policies around responsible AI use Creating guardrails for staff interacting with new AI tools Monitoring threats continuously instead of relying on periodic reviews This shift helps nonprofits stay ahead of evolving risks—rather than responding only after harm occurs. Three Essentials for Safe and Responsible AI Adoption Microsoft highlights three foundational requirements for nonprofits seeking to build trust, uphold their mission, and maintain resilience in an AI‑driven future: Comprehensive Security Controls - Security must encompass the entire AI lifecycle—from the data you collect to the insights AI tools generate. Microsoft Defender, Microsoft Entra, and Microsoft Purview bring together controls that protect identities, devices, apps, and data across your organization. Strong Compliance & Governance - Nonprofits steward some of the most sensitive data in the world. Maintaining privacy, compliance, and responsible AI governance is crucial. Purview’s data classification, labeling, and lifecycle management help ensure sensitive information stays protected. Clear Risk Mitigation Strategies - To use AI confidently, nonprofits need safeguards such as secure deployment practices, proper access management, incident response planning, and defenses against adversarial manipulation or misuse. Together, these pillars create a safe environment for innovation. Building an AI‑Ready Foundation With Microsoft 365 The guide emphasizes that secure AI adoption begins with strong digital fundamentals. Microsoft 365 supports nonprofits by enabling them to: Manage identities and access Automate device and patch management Classify and protect sensitive data Detect threats early Build a resilient security posture By hardening the basics, nonprofits create a strong foundation for safe AI adoption. Securing AI-Powered Productivity With Copilot Microsoft 365 Copilot introduces enormous efficiency potential—but nonprofits must ensure: Only trained staff use it Data shared with Copilot is properly classified Outputs are reviewed for accuracy AI usage aligns with safety, privacy, and beneficiary‑protection principles In short: AI should support your mission, never compromise it. Why This Matters for Nonprofits Nonprofits hold the trust of donors, partners, and—most importantly—the communities they serve. At the same time, the sector’s limited budgets and growing digital footprints make organizations especially vulnerable to attack. A secure AI strategy allows organizations to: Increase productivity Protect donor and beneficiary trust Reduce operational risk Innovate safely Maintain compliance with regulatory and ethical standards Security is not just an IT function—it’s core to protecting your mission. Learn More This blog only scratches the surface of the insights in Microsoft’s e‑book. To dive deeper into securing your AI journey, register for the free full guide here: Comprehensive Security in the Era of AI. It includes practical frameworks, best practices, and Microsoft tools designed specifically to help nonprofits operate securely in the age of AI.Transitioning from Microsoft 365 Business Premium to Business Basic: What Nonprofits Need to Know
As Microsoft begins transitioning out the Business Premium grant for nonprofits, many organizations are reassessing their licensing needs therefore this is an opportunity to streamline operations and continue leveraging powerful tools with Microsoft 365 Business Basic. _____________________________________________________________________________________________________ What Is Microsoft 365 Business Basic? Microsoft 365 Business Basic is a cloud-first productivity suite designed for organizations that don’t need desktop Office apps but still want access to essential collaboration and communication tools. It includes: ✅Web and mobile versions of Word, Excel, PowerPoint, and Outlook ✅Microsoft Teams for meetings, chat, and collaboration ✅Exchange Online with a 50 GB mailbox per user ✅OneDrive for Business with 1 TB of cloud storage ✅SharePoint Online for document management and team sites It’s a cost-effective solution for nonprofits looking to maintain productivity while reducing licensing expenses. __________________________________________________________________________________________________ The Change Microsoft has announced the retirement of the Business Premium grant, which previously provided eligible nonprofits with free access to premium features like desktop Office apps, Intune, and advanced security tools. As a result, many organizations are now exploring Business Basic as a cost-effective alternative. Note: If your organization decides to continue using Microsoft 365 Business Premium, you may be eligible for a discount of up to 75% through Microsoft’s nonprofit pricing. This can be a great option if you still need access to advanced features. ______________________________________________________________________________________________________ How to Transition from Business Premium to Business Basic Here’s a step-by-step guide to help you make the switch smoothly: Step 1: Evaluate Your Current Usage Identify users who don’t need desktop apps or advanced security features. Use the Microsoft 365 admin center to review license assignments and usage patterns. Step 2: Purchase Business Basic Licenses Go to Microsoft 365 admin center > Billing > Purchase services. Select “Details” next to Microsoft 365 Business Basic and buy the number of licenses you need. Important: Although the process says “purchase,” eligible nonprofits receive the first 300 Business Basic licenses for free. You will not be charged for these licenses, even though they are added through the purchase flow. Step 3: Reassign Licenses Navigate to Users > Active users. For each user, go to Licenses and Apps, uncheck Business Premium, and check Business Basic. Save your changes. Step 4: Remove Unused Premium Licenses Once all users are reassigned, reduce or cancel your Business Premium licenses to avoid unnecessary charges. Go to Billing > Your Products Click on Microsoft 365 Business Premium, then click remove licenses Ensure that users have been unassigned licenses or that may cause an error Step 5: Communicate the Transition Let your team know what’s changing and what tools they’ll still have access to. Offer training or resources to help them adapt to web-based tools. ______________________________________________________________________________________________________ Business Premium vs Business Basic Comparison Feature Business Premium Business Basic Desktop versions of Office apps (Word, Excel, PowerPoint, Outlook, etc.) ✅ ❌ Advanced security features (Microsoft Defender for Business, Microsoft Purview) ✅ ❌ Device management (via Microsoft Intune) ✅ ❌ Access and Publisher (PC only) ✅ ❌ Webinar hosting and attendee tools in Teams ✅ ❌ ______________________________________________________________________________________________________ What You’ll Still Have with Business Basic Despite the changes, you’ll retain access to essential tools that support collaboration and productivity: Web and mobile versions of Office apps Microsoft Teams (chat, call, meet with up to 300 attendees) Business-class email with Exchange 1 TB of OneDrive cloud storage SharePoint Standard security and support ______________________________________________________________________________________________________ Making the Most of Microsoft 365 Business Basic Even without desktop apps, Business Basic offers a robust suite of tools to keep your team connected and productive: ✅ Web-Based Office Apps Use Word, Excel, PowerPoint, and Outlook directly in your browser. Collaborate in real-time with colleagues on shared documents. ✅ Microsoft Teams Host virtual meetings, chat, and collaborate on files. Create channels for departments or projects to streamline communication. ✅ OneDrive and SharePoint Store and share files securely in the cloud. Use version history and co-authoring to improve productivity. ✅ Email and Calendar Access professional email with a 50 GB mailbox via Outlook on the web. Manage calendars and schedule meetings with ease. ___________________________________________________________________________________________________ Final Thoughts While the retirement of the Business Premium grant may require some adjustments, Microsoft 365 Business Basic still provides essential tools to help your nonprofit thrive. With thoughtful planning and a focus on cloud-based collaboration, you can continue to operate efficiently and make a meaningful impact—without breaking your budget.How to Re-Register MFA
Working closely with nonprofits every day, I often come across a common challenge faced by MFA users. Recently, I worked with a nonprofit leader who faced an issue after getting a new phone. She was unable to authenticate into her Microsoft 365 environment because her MFA setup was tied to her old device. This experience highlighted how important it is to have a process in place for MFA re-registration. Without it, even routine changes like upgrading a phone can disrupt access to your everyday tools and technologies, delaying important work such as submitting a grant proposal. Why MFA is Essential for Nonprofits Before we discuss how to reset MFA, let’s take a step back and discuss why MFA is a necessity for nonprofits the way it is important for any organization. In the nonprofit world, protecting sensitive or confidential data—like donor information, financial records, and program details—is a top priority. One of the best ways to step up your security game is by using Multi-Factor Authentication (MFA). MFA adds an extra layer of protection on top of passwords by requiring something you have (like a mobile app or text message) or something you are (like a fingerprint). This makes it a lot harder for cybercriminals to get unauthorized access. If your nonprofit uses Azure Active Directory (AAD), or Microsoft Entra (as it is now called), with Microsoft 365, MFA can make a big difference in keeping your work safe. Since Microsoft Entra is built to work together with other Microsoft tools, it’s easy to set up and enforce secure sign-in methods across your whole organization. To make sure this added protection stays effective, it’s a good idea to occasionally ask users to update how they verify their identity. What Does MFA Re-Registration Mean for Nonprofits? MFA re-registration is just a fancy way of saying users need to update or reset how they authenticate, or verify, themselves. This might mean setting up MFA on a new phone (like the woman in the scenario above), adding an extra security option (like a hardware token), or simply confirming their existing setup. It’s all about making sure the methods and devices your users rely on for MFA are secure and under their control. When and Why Should Nonprofits Require MFA Re-Registration? Outside of getting a new phone, there may be other situations that raise cause for reason to re-register your MFA. A few scenarios include: Lost or Stolen Devices: Similar to the scenario above, if someone loses their phone or it gets stolen, you will have to re-register the new device. Role Changes: If someone’s responsibilities change, their MFA setup can be adjusted to match their new access needs. Security Enhancements: Organizations may require users to re-register for MFA to adopt more secure authentication methods, such as moving from SMS-based MFA to an app-based MFA like Microsoft Authenticator Policy Updates: When an organization updates its security policies, it might require all users to re-register for MFA to comply with new standards Account Compromise: If there is a suspicion that an account has been compromised, re-registering for MFA can help secure the account by ensuring that only the legitimate user has access With Microsoft Entra, managing MFA re-registration is straightforward and can be done with an administrator to the organization’s tenant. How to require re-registration of MFA To reset or require re-registration of MFA in Microsoft Entra, please follow the steps below. Navigate to portal.azure.com with your nonprofit admin account. Select Microsoft Entra ID Select the drop-down for Manage In the left-hand menu bar select Users > Select the user's name that you want to reregister to MFA (not shown). Once in their profile, select Manage MFA authentication methods Select Require re-register multifactor authentication Congratulations! The user will now be required to re-register the account in the Microsoft Authentication app.Create an Internal Support Ticket Hub with Microsoft Lists, Forms & Power Automate
Setting Up the Support Ticket Portal First, we will set up the support ticket portal. This is where ticket requests will populate, be triaged, assigned and managed. It's a central location where the support team members can keep track of their tasks as well as keep the client informed through automated notifications upon status changes. Let's get started! 1. Create the Microsoft List: Navigate to Microsoft Lists from the Microsoft365.com App launcher in the upper left. Select the “+ New list” and choose the “Issue Tracker" template. Fill out the list information (name, description*, color*, icon*, and associate it with a team or save to your lists) and select create to make your form (*optional). In this case, associating the list with a team is required as it is needed for notification purposes later on in the tutorial. Review the list items from the template and customize the list to what your organization needs. Include columns that capture essential details such as issue description, priority level, assigned to, and status. Ensure the list is set up to store all necessary information for managing support tickets. There will be items you need captured from the person submitting the form as well as items to triage, assign, and track the status of the case. 2. Creating the Support Ticket Form In the list menu, select the "Forms" tab to create a new form. Customize the form by removing or unchecking questions that are designed for the support team, leaving only the questions needed from the person submitting the ticket. For example, you’d remove the Priority, Status and Assigned To fields from the form because those items are not determined by the submitter, but by the internal staff triaging the case. Ensure the form captures essential details such as the issue description, associated files, and contact information. 3. Enabling Notifications and Assigning Tickets In the form settings, select the toggle next to "Notify me" so that whenever a new item (support ticket) is submitted, you are immediately notified. This ensures that you don't miss an urgent request. Preview your form Check for changes or adjustments you’d like to make. If everything is good, congratulations! You’ve made your support ticket form! 4. The Workflow Process: Now that your form and list are created you can test out your new form and ticket portal. Grab the link to your new form by selecting the forms button again in the menu. Select the link sign to copy the link. Let's test things out. Fill out the form with information as if you are an employee submitting a ticket about an issue. Refresh and check your Microsoft List to make sure the form responses were automatically added. Triage the case. In the Microsoft List, double click on the form submission list item. Here, the support admin will triage the case by assigning it to a member of the support team, updating the status of the ticket to "In Progress" and assigning it a priority status. When a ticket is assigned, the assigned staff member receives a notification, ensuring they are aware of their new task. If they need to get in contact with the employee that submitted the case, they are able to come to the list item, and check for contact/email details in the email column. Team members can update the status of the ticket to "In Progress" when they start working on it and then to "Completed" once the issue is resolved. These status updates help track the progress of each ticket and ensure timely resolution. Congratulations! You have an internal support ticket portal and form. To further enhance the transparency and efficiency of your internal support ticket system, you can implement additional notifications to keep the requester informed about the status of their ticket. By setting up automated notifications in Power Automate for when a ticket is marked as "In Progress" and "Completed," you ensure that the requester is always aware of the current status of their issue. This not only improves communication but also boosts confidence in the support process, as employees feel assured that their concerns are being actively addressed and resolved. 5. Automating Notifications with Power Automate Create a Flow: From the Microsoft365.com app launcher, open Power Automate. Click "+ Create" and select "Automated Cloud Flow". Choose a flow name and set the trigger to "When an item or file is modified". Configure the Flow: On the canvas, select the trigger to enter the required data. The site address your Microsoft List is attached to and the list or library name. Next, we must add a trigger condition in order for the flow to only trigger when the status column has been changed. In the settings tab add the following trigger condition NOt(equals(triggerOutputs()?['body/Status'], triggerOutputs()?['body/PreviousStatus'])) Return to the canvas to create a new action. Select the + sign under your trigger. In the search menu, search for the condition action. For the value of the condition, we want to choose the Status Value from the dynamic field (the lightning bolt). We want to make sure the condition states “Status Value is equal to In progress”. (Capitalization matters here so make sure the capitalization of “In progress” matches the way it is spelled on your Microsoft List”. In the "True" column of your condition we will add a new action. Select “Send an email (V2) Inside of your action select, “Switch to Advanced Mode” to be able to enter dynamic fields or fields directly associated with your form submission. In the "To" field, select the lightning bolt for a dynamic entry. And select the “Issue logged by Email”. This will add the email address of the form sender to the “To” field and who the notifications will be sent to. In the Subject field type and appropriate title such as “Support Ticket Status Update”. In the Body field type a message to the requester. For example, "Hello, you are receiving this message to notify you that your support ticket for" (dynamically insert the name of the issue) “has been changed to “In Progress”. At this point, the flow now sends notifications for when the status column has been modified to “In Progress. Now, let's do the same and send a notification for when the status has been changed to “Completed”. In the False column, we are going to add another condition. The values for the condition will be the same except where it once said, “In Progress” it will say “Completed”. You want the statement to read “Status value is equal to Completed”. In the true column add the same action for sending an email and fill out the details accordingly. Save and test your flow. Test and Deploy: Test the flow to ensure it works as expected. Select Test and choose Manually. This specific flow is triggered when the status column has been modified to “In Progress” or “Completed”. Test both separately to make sure both works. You will see green check marks and receive a notification to the email you provided earlier when filling out the form with sample data. In this example, I tested the flow by updating the status to “In Progress” so in this case I have green check marks along the left side because that follows the first conditions. The green check marks will follow the right-side path if I choose to test the “Completed” status. Here is a copy of the email that was sent to the inbox. Once satisfied, deploy the flow to automate the notification process, enhancing communication and satisfaction. Conclusion By leveraging Microsoft Lists and Forms, you can create a robust internal support ticket system that streamlines the process of submitting, triaging, and resolving support requests. The integration with Power Automate further enhances this system by automating notifications, ensuring that all parties are kept informed throughout the process. This setup not only improves efficiency but also boosts employee satisfaction by providing a transparent and responsive support system.10 Nonprofit Technology Myths Debunked: What Cloud + AI Really Mean for Your Mission
Nonprofits are being asked to do more than ever—serve more people, manage more data, communicate across more channels, and respond to rising community needs. But with limited staff and tight budgets, many organizations feel stretched thin. Cloud technology and AI can help. They reduce busywork, strengthen security, and free your team to focus on what matters. Yet persistent myths often stop nonprofits from taking the next step. Let’s clear the fog. Here are the 10 biggest nonprofit technology myths debunked. Myth #1: “Tech is just an IT problem.” Reality: Tech powers every part of your mission. From fundraising to fieldwork, tools like Microsoft Teams, Defender, and Copilot help your whole organization collaborate, protect data, and work smarter. Myth #2: “AI will replace nonprofit jobs.” Reality: AI replaces busywork—not people. Drafting emails, summarizing meetings, automating reports—AI handles the repetitive tasks so your team can focus on human-centered impact. Myth #3: “The cloud is too expensive.” Reality: Microsoft offers deep nonprofit discounts. Think: • 75% off Microsoft 365 Business Premium • Azure credits • Free Power Apps for 10 users • Copilot discounts Cloud tech is now more affordable than maintaining aging servers. Myth #4: “Cloud migration is too complicated.” Reality: You can start small—and you don’t have to do it alone. There are several programs and partner to support helping nonprofits move at their own pace without disrupting operations. Myth #5: “Cloud tools only work online.” Reality: Microsoft 365 apps work offline, too. Staff can draft, edit, and respond anywhere perfect for field teams and rural programs. Myth #6: “Updates will break our systems.” Reality: Cloud updates reduce IT headaches. Microsoft handles compatibility, security, and maintenance so your team doesn’t have to. Myth #7: “On‑premises data is safer.” Reality: The Microsoft Cloud delivers enterprise‑grade security. With tools like Defender, Sentinel, and 24/7 monitoring, nonprofits get protection that’s nearly impossible to replicate on local servers. Myth #8: “Security isn’t my job.” Reality: Everyone plays a role. Since 60% of breaches involve human error, training + built‑in protections like MFA and conditional access make a huge difference. Myth #9: “Training is too expensive.” Reality: Microsoft offers robust nonprofit training—often free. Live events, self-paced learning, AI workshops, and product tutorials help every staff member build confidence. Myth #10: “IT must control all data.” Reality: Cloud governance enables secure, shared access. With proper permissions, staff can get the information they need—without bottlenecks. The Bottom Line Cloud + AI aren’t barriers—they’re accelerators. They give nonprofits more time, more security, more collaboration, and more impact. If your organization is ready to cut through the myths and move forward with confidence…sign up for the free eBook: 10 Nonprofit Technology Myths DebunkedHow Nonprofits Can Strengthen Cybersecurity with Small Steps (That Make a Big Difference)
Nonprofits are often stretched thin—limited budgets, diverse users, and critical missions. But that doesn’t mean cybersecurity has to be overwhelming. In fact, some of the most effective protections are simple, affordable, and accessible to organizations of any size. Below are practical steps every nonprofit can take to strengthen its security posture, along with upcoming nonprofit‑focused events designed to help your team build skills, stay informed, and protect your mission. Start with MFA (Multifactor Authentication) Turning on MFA is the single most impactful step any nonprofit can take to secure accounts. It protects your organization from: Password theft Account compromise Phishing attacks Phishing‑resistant MFA methods—such as Microsoft Authenticator or passkeys—offer the strongest protection. Secure Your Cloud Environment With many nonprofits using shared drives, third‑party tools, or cloud‑based CRMs, securing cloud configurations is essential. This includes: Using least‑privilege access Regularly reviewing permissions Enabling encryption Avoiding shared passwords Most breaches start with simple misconfigurations. A quick audit can dramatically reduce risk. Train Your Staff and Volunteers Cybersecurity is everyone’s responsibility. Short, simple training sessions can help your team recognize: Suspicious emails Unexpected login prompts Unsafe links Requests for personal or financial information Consistent training builds a culture of awareness and reduces the likelihood of human‑error‑based incidents. Use Security Tools to Safeguard Your Mission Many nonprofit discounts and grants make enterprise‑level protections more accessible. Solutions like Microsoft Defender and Microsoft 365 Business Premium include built‑in security features such as: Antivirus Threat detection Cloud app security Endpoint protection These tools help nonprofits stay secure—without adding complexity. And if your team is looking to deepen its understanding of how to use these solutions effectively, there are plenty of learning opportunities available. Nonprofit Events Discover tailored events and training opportunities designed to help you maximize your impact and strengthen your organization’s security posture. Gain expert insights, connect with industry leaders, and explore solutions built for nonprofit scenarios. See events below related specifically to security. Featured Events Below are upcoming and on‑demand security‑focused sessions especially relevant for nonprofits working to improve cybersecurity: Mastering Threat Detection and Response with Microsoft Defender XDR A deep dive into how Microsoft Defender XDR delivers extended detection and response across your digital estate. February 11, 2026 – 7:30 PM ET (Asia/ANZ) – Virtual February 12, 2026 – 11:00 AM ET (Americas) – Virtual Register: Microsoft Virtual Events Powered by Teams (Asia/ANZ) and Microsoft Virtual Events Powered by Teams (Americas) Mastering SIEM & SOAR with Microsoft Sentinel: From Setup to Automation Learn how to configure SIEM and SOAR capabilities in Microsoft Sentinel to strengthen your security operations. February 25, 2026 – 7:30 PM ET (Asia/ANZ) – Virtual February 26, 2026 – 11:00 AM ET (Americas) – Virtual Register: Microsoft Virtual Events Powered by Teams (Asia/ANZ) and Microsoft Virtual Events Powered by Teams (Americas) Unlocking AI‑Powered Security: A Deep Dive into Microsoft Security Copilot Explore how Microsoft Security Copilot combines generative AI with Microsoft’s security tools to help analysts investigate incidents and automate tasks. March 4, 2026 – 7:30 PM ET (Asia/ANZ) – Virtual March 5, 2026 – 11:00 AM ET (Americas) – Virtual Register: Microsoft Virtual Events Powered by Teams (Asia/ANZ) and Microsoft Virtual Events Powered by Teams (Americas) Strengthening Your Cybersecurity Strategy (On‑demand) This on‑demand session covers how to simplify security operations, enhance compliance, and empower your mission with confidence. On‑demand Register: Strengthening your Cybersecurity Strategy On-demand
