Microsoft 365 plugin

Click the following link for additional content such as blogs, videos, use cases, and more:

Analyze and report on your Microsoft 365 usage.

Adding a data source

To add a data source click on the + next to Data Sources on the left-hand menu in SquaredUp. Search for the data source and click on it to open the Configure data source page.

Before you start

The Microsoft 365 plugin is a "hybrid" plugin, meaning it is available in SquaredUp as both a cloud and an on-prem plugin.

Use the cloud plugin if your API is available on the internet. You do not need to configure a relay agent.
Use the on-prem plugin to access an API on your internal network. You will need to configure a relay agent before you configure the Microsoft 365 on-prem plugin.
An on-prem data source uses a relay agent to connect SquaredUp to a data source running on your internal network.
A relay agent is installed on a server on your internal network, and has access to your data source.
Using a relay agent means that you don't need to open your firewall to allow access.

If you are adding a plugin marked as On-Prem, you will need a relay agent that can access the server hosting your on-prem data source. You do not need a relay agent for cloud plugins.

If you have already created a relay agent in SquaredUp that can access this data source, then you can skip this step and choose the agent group you want to use while Configuring the data source.

You can install an agent on either Windows or Linux:

When configuring the data source, the plugin's connection to Microsoft 365 can be authenticated by either manually entering the client credentials of your Microsoft account or by via Microsoft Entra ID and logging in with your Microsoft account.

While authentication via Microsoft Entra ID is encouraged, if you must authenticate using client credentials, first follow the steps in Configuring App Registration for the Microsoft 365 Plugin.

Configuring the data source

Display name:
Enter a name for your data source. This helps you to identify this data source in the list of your data sources.
Agent group :
Select the Agent Group that contains the agent(s) you want to use.
Add Intune Support:
Select to enable the Microsoft Intune extension for this plugin, allowing you to monitor device compliance managed by Intune.
If you select this option, you can optionally select the Import User Objects check box to import additional user data.
Authentication Type:
Select how the plugin authenticates with Microsoft 365. Choose from:
- Microsoft Entra ID: Click the Sign in with Microsoft button that appears. You are redirected to the Microsoft authentication client. After signing in with your Microsoft account you are redirected back to the plugin configuration page in SquaredUp.
- Client Credentials: Manually specify your client credentials. You must complete the following fields using the credentials you noted when Configuring App Registration for the Microsoft 365 Plugin:
  - Directory (Tenant) ID
  - Application (Client) ID
  - Client Secret
Restrict access to this data source:
Optionally, enable this toggle if you only want certain users/groups to have access to the data source, or those with the permission to link it to new workspaces. See data source access control for more information.
Click Test and add to validate the data source configuration. SquaredUp will now attempt to connect to SquaredUp using the provided authentication method.
- Testing passed – a success message will be displayed and then the configuration will be saved.
- Testing passed with warnings – warnings will be listed and potential fixes suggested. You can still use the data source with warnings. Select Save with warnings if you believe that you can still use the data source as required with the warnings listed. Alternatively, address the issues listed and then select Rerun tests to validate the data source configuration again. If the validation now passes, click Save.
- Testing Failed – errors will be listed and potential fixes suggested. You cannot use the data source with errors. You are able to select Save with errors if you believe that a system outside of SquaredUp is causing the error that you need to fix. Alternatively, address the issues listed and then select Rerun tests to validate the data source configuration again. If the validation now passes, click Save.
You can edit data source configurations at any time from Settings > Data Sources.

Next Steps

Once you have successfully connected to data source, you can start exploring your imported objects and using your data streams to create data tiles on your dashboards.

If you chose to install pre-built dashboards when configuring the data source, now is a great time to take a look at those and how you can visualize your data.

Dashboards

Currently all the available pre-built dashboards require Microsoft Intune support to function. Installing dashboards without adding Intune support will still add them, however they will not display any data.

The following pre-built dashboards are available with this plugin:

Intune:
- Managed device compliance overview
- Perspectives:
  - Compliance Policy Status
  - Configuration Policy Status
  - Device Compliance and Configuration Status
M365 Usage:
- Licence Usage
- Activations
- Groups
- Outlook Usage
- OneDrive Usage
- SharePoint Usage
- Copilot Usage
- Teams Usage

Graph imported objects

Microsoft Intune imported objects

The following objects are imported if you have selected to Add Intune Support during plugin configuration.

Object	Description
Compliance Policies	Contains data about each of the compliance policies returned from the connected MS Intune instance.
Configuration Policies	Contains data about each of the configuration policies returned from the connected MS Intune instance.
Managed Devices	Contains data about each of the devices managed by the connected MS Intune instance.

Data streams

You can use these data streams to create new tiles to show data, or if there are preconfigured dashboards installed you can copy or edit those.

Data streams standardize data from all the different shapes and formats your tools use into a straightforward tabular format.

While creating a tile you can tweak data streams by grouping or aggregating specific columns.

Depending on the kind of data, SquaredUp will automatically suggest how to visualize the result, for example as a table or line graph.

Data streams can be either global or scoped:

Global data streams are unscoped and return information of a general nature (e.g. "Get the current number of unused hosts").
A scoped data stream gets information relevant to the specific set objects supplied in the tile scope (e.g. "Get the current session count for these hosts").

See Data Streams for more information.

The following data streams are installed with this plugin.

Copilot: Active Users

Get the most recent activity dates for enabled users of Microsoft 365 Copilot apps.

Copilot: Enabled vs Active Users Trend

Get the trend in the daily number of active and enabled users of Microsoft 365 Copilot for a specified time period.

Entra ID: App Credential Sign-In Activities

Get details about application credential usage and sign-in activities, including certificates and secrets.

Entra ID: Application Sign-In Summary

Get sign-in statistics for Azure AD applications, including successful and failed sign-in counts.

Entra ID: Credential Usage Details

Get detailed information about user credential usage events including authentication methods, success/failure status, and failure reasons.

Entra ID: Credential Usage Summary

Get summary statistics for authentication methods, including successful and failed credential usage counts.

Entra ID: Credential User Registration Summary

Get summary statistics for user registration of authentication methods.

Entra ID: Detailed Application Sign-In Summary

Get detailed sign-in statistics for Azure AD applications, including sign-in counts and status details.

Entra ID: Service Principal Sign-In Activities

Get detailed sign-in statistics for service principals, including client and resource authentication activities.

Exchange: Active Users Opening Outlook Web

Get all the active usage based on the number of users who successfully opened Outlook on the web.

Exchange: Active Users Reading Emails on Desktop

Get all the active usage based on the number of users who successfully read emails using desktop mail apps.

Exchange: Active Users Reading Emails on iOS/Android

Get all the active usage based on the number of users who successfully read emails using native iOS or Android mail apps.

Exchange: Active Users Reading Emails on Mac

Get all the active usage based on the number of users who successfully read emails using Outlook for Mac.

Exchange: Active Users Reading Emails on Mobile

Get all the active usage based on the number of users who successfully read emails using Outlook mobile apps.

Exchange: Active Users Reading Emails on Web

Get all the active usage based on the number of users who successfully read emails using Outlook on the web.

Exchange: Active Users Using Modern Authentication

Get all the active usage based on the number of users accessing email using modern authentication methods.

Exchange: Connectivity Metrics

Get metrics for connection health and performance for Exchange services.

Exchange: Message Volume Metrics

Get metrics for the volume of email messages delivered in your organization.

Intune: Compliance Policy Device Status

Returns device status records pertinent to the selected Compliance Policy

Parameters

Intune: Compliance Policy Overview

For a given Compliance Policy, returns summary counts of devices in various states

Intune: Compliance Policy Status by Device

Returns device status records for Compliance Policies pertinent to the selected Managed Device object(s)

Intune: Compliance Policy Summary

Gives a summary of non-compliant devices

Intune: Configuration Policy Device Status

Returns device status records pertinent to the selected Configuration Policy

Parameters

Intune: Configuration Policy Overview

For a given Configuration Policy, returns summary counts of devices in various states

Intune: Configuration Policy Status by Device

Returns device status records for Configuration Policies pertinent to the selected Managed Device object(s)

Intune: Configuration Policy Summary

Gives a summary of configuration policy failures

Intune: Managed Device Properties

Returns current property values for the selected Managed Device object(s)

Intune: Managed Devices by Compliance State

Gets managed devices in the required compliance state(s)

Parameters

M365 Groups: Active Files

Get the total number of files and how many of them were active across all group sites associated with a Microsoft 365 group.

M365: Activated Users Details

Get details about users who have activated Microsoft 365 subscription.

M365: Activations

Get the count of Microsoft 365 activations on desktops and devices.

M365: Active Groups

Get the daily total number of groups and how many of them were active based on email conversations, Yammer posts, and SharePoint file activities.

M365: Active Users by Platform

Get the number of active users across all apps for each platform (Windows, Mac, web, and mobile) in your organization.

M365: Active Users Per App

Get the number of active users for each app (Outlook, Word, Excel, PowerPoint, OneNote, and Teams) in your organization.

M365: Active/Inactive Users by Service

Get the count of users by activity type and service.

M365: Activities Across Group Workloads

Get the number of Emails Received across group workloads.

M365: Apps Usage by Users

Get the details about which M365 apps and platforms users have used.

M365: Browser User Detail

Get a report that provides the browser (Microsoft Edge) used by users when they access the Microsoft 365 services over a selected period.

M365: Daily Active Users by Service

Get the count of daily active users in the reporting period by service.

M365: Edge Browser Distribution User Counts

Get a report that provides the total number of users using Microsoft Edge when used to access the Microsoft 365 services over a selected period.

M365: Edge Browser User Counts

Get a report that provides the trend in usage for the number of active users using Microsoft Edge when used to access the Microsoft 365 services over a selected period.

M365: Group Details

Get details about Microsoft 365 groups activity by group such as the number of members, external members, and storage used.

M365: License Usage (Beta)

Lists all Microsoft 365 licenses in your organization, with details on usage and availability

M365: Service License Allocation

Get details about Microsoft 365 license allocation and last user activity.

M365: Storage Used by Groups

Get the total storage used across all group mailboxes and group sites.

M365: Subscriptions Assigned vs Activated

Get the count of users that are enabled and those that have activated the Office subscription on desktop or devices or shared computers.

OneDrive: Account Details

Get details about OneDrive usage by account.

OneDrive: Active Files

Get the total number of files across all sites and how many are active files. A file is considered active if it has been saved, synced, modified, or shared within the specified time period.

OneDrive: Active Sites

Get the trend in the number of active OneDrive for Business sites. Any site on which users viewed, modified, uploaded, downloaded, shared, or synced files is considered an active site.

OneDrive: Active Users

Get the trend in the number of active OneDrive users.

OneDrive: File Interactions by Users

Get the number of unique, licensed users that performed file interactions against any OneDrive account.

OneDrive: Storage Used

Get the trend on the amount of storage you're using in OneDrive for Business.

OneDrive: User Activities

Get details about OneDrive activity by user such as the number of files viewed or edited, synced, shared internally or externally.

Outlook: Active Mailboxes

Get the total number of user mailboxes in your organization and how many are active each day of the reporting period. A mailbox is considered active if the user sent or read any email.

Outlook: App Usage by User Count

Get the count of unique users per email app.

Outlook: Email Activities

Get the trends of overall email activities (like how many were sent, read, and received) in your organization.

Outlook: Exchange Online App Usage by User Count

Get the count of unique users that connected to Exchange Online using any email app.

Outlook: Mailbox Storage Used

Get the amount of storage used in your organization.

Outlook: Mailbox Usage Details

Get details about mailbox usage such as the number of items, storage used, deleted items, and quotas.

Outlook: Mailboxes by Quota

Get the count of user mailboxes in each quota category.

Outlook: Outlook Versions by User Count

Get the count of unique users by Outlook desktop version.

Outlook: User Activities

Get the trends on the number of unique users who are performing email activities like send, read, and receive.

Outlook: User Activity Details

Get details about email activities users have performed.

Outlook: User App Usage Details

Get details about which variants of Outlook apps are used by which users

SharePoint: Active Files

Get the total number of files across all sites and the number of active files. A file (user or system) is considered active if it has been saved, synced, modified, or shared within the specified time period.

SharePoint: Active Sites

Get the trend of total and active site count during the reporting period.

SharePoint: All Pages Viewed

Get the number of pages viewed across all sites.

SharePoint: File Interactions by Users

Get the number of unique, licensed users who interacted with files stored on SharePoint sites.

SharePoint: Site Usage

SharePoint site usage, such as file counts, storage, and activity.

SharePoint: Storage Used

Get the trend of storage allocated and consumed during the reporting period.

SharePoint: Unique Pages Viewed

Get the number of unique pages visited by users.

SharePoint: User Activities

Get the trend in the number of active users. A user is considered active if they have executed a file activity (save, sync, modify, or share) or visited a page within the specified time period.

SharePoint: User Activity Details

Get details about SharePoint activity by user such as the number of files viewed or edited, synced, shared internally or externally.

Teams: Device Monitoring

Retrieve health status, activity state, and hardware/software conditions of Microsoft Teams devices.

Teams: Device Usage

Get the details about which device types users have used.

Teams: Device Usage Distribution

Get the number of unique Microsoft Teams licensed users by device type over the selected time period.

Teams: Device Usage User Counts

Get the number of daily unique Microsoft Teams licensed users by device type.

Teams: Team Activities

Get the number of all team activities such as meetings and messages across Microsoft Teams over a selected period.

Teams: Team Activity Details

Get details about activities by teams containing both licensed and unlicensed users.

Teams: Teams by Type

Get the number of teams of a particular type (public or private).

Teams: User Activities

Get the total number users who had chats, calls, meetings, etc. over the selected period.

Teams: User Activity Counts

Get the number of Microsoft Teams activities by activity type. The activities are performed by Microsoft Teams licensed users.

Teams: User Activity Details

Get details about all activities, such as assigned products, calls, meetings, screen share duration, etc. by all users.

Teams: User Activity Distribution

Get the number of Microsoft Teams licensed users by activity type over the selected period. The activity types are number of teams chat messages, private chat messages, calls, and meetings.

Teams: User Activity Total Counts

Get the count of all Teams user activities including team chat messages, private chat messages, calls, and meetings.

Teams: User Activity Total User Counts

Get the total number of users performing each type of Teams activity including team chat messages, private chat messages, calls, and meetings.

Teams: User Activity Types

Get the total number of chats, calls, meetings, etc. over the selected period.

Teams: User Activity User Counts

Get the number of Microsoft Teams licensed users by activity type. The activity types are number of teams chat messages, private chat messages, calls, and meetings.