CoreView October 2022 Release Notes

  • Last update on September 19th, 2023

October 25 Enhancements

Note: The enhancements below are accessible within CoreView’s new user interface.

Clone Hybrid User 

Quite often, when new users are being created in Microsoft 365, the most convenient thing for operators to do is to mirror or clone the attributes of an existing user. For example, if I’m hiring a new Sales rep in London, they should probably get the same permissions, licenses, groups, etc. as another Sales rep in London. This release provides that ability for synchronized users by adding a new “Clone synchronized user” management action. The user can select the “template” user, and then select which information will be copied, including security groups, distribution groups, M365 groups, Teams, mailbox access, portal attributes, etc. This management action also allows the user to enter unique data such as identifying information, contact information and others. This should greatly simplify the process of creating new synchronized users for customers in Hybrid environments.


KPIs and Custom dashboards from the legacy UX have now been converted to custom policies and custom playbooks. KPIs now display as read-only legacy policies within playbooks. You can click to view the report detail behind the policy, and you can manage your exceptions within the playbooks; however, you cannot edit legacy policies. If you edit the KPI in the legacy UX or add a new KPI, those changes are reflected immediately in the new UX. Custom dashboards have been converted to custom playbooks.

It is also now possible to delete custom playbooks. Deleting a playbook also deletes the policies within the playbook.

Teams Usage beta report 

A new Teams Usage beta report provides access to information about Teams usage (chats, calls, etc) from the beta version of the Microsoft API. The beta version provides much richer data, however, since the API is in beta, it is subject to change. For customers who want access to this beta report, reach out to customer success.

License Pools Enhancements 

This release provides a number of enhancements to the new License Pools Center 

  • Reporting-only license pools – A new setting allows you to configure license pools to be used for reporting only. When enabled, all SKUs will be visible in license pools, but you will not have the ability to allocate licenses to pools, only to see where licenses are currently allocated. This setting will be automatically enabled for all the customers with no managed SKU selected in their license pool configuration.
  • Global license admins can now set a license allocation to be lower than the licenses already consumed. This forces license pool managers to reclaim licenses from their pool before assigning new ones and serves as a target that license pools managers can be requested to hit.
  • It is now possible to expand all license pools or SKUs with a single click. A new "Select all" checkbox now provides that ability. 
  • The License pool center now displays the number of purchased licenses per SKU. That information was visible in the legacy UX.

License Audit capabilities 

Central license admins and tenant administrators didn't have a way to report on atomic changes on licenses assigned to license pools and licenses' costs. As a result, it was impossible to easily understand the history behind those changes (and effectively re-construct who applied the changes)

The following new audit events have been added to the CoreView Audit log: 

Change in licenses assigned to a license pool: "LicensePoolAssignedLicenseChange" 

  • Cost related to a license: "LicensePriceUpdate" 

Teams Voice Workflow 

The Teams Voice Auto Attendant report now provides the ability to execute a workflow.

New UX Improvements 

Changes to management actions 

The following management actions have been renamed:

  • Grant access to users ---> Add user as delegate 
  • Grant access to mailboxes ---> Add delegates to mailbox 
  • Grant full access to manager ---> Grant 'full access' permission to manager 
  • Remove access rights from mailbox ---> Remove delegates from mailbox 
  • Remove mailbox permission rights ---> Remove user access to mailboxes 
  • Grant send on behalf of to mailbox ---> Grant 'send on behalf' permission 
  • Manage send as permissions ---> Manage 'send as' permissions 

For those actions the UI has been tweaked so managing mailbox permission and mailbox delegates is simpler, and easier to understand the impact of the change. 

Audit Reports 

The following audit reports have been migrated from the legacy to the new UX.

  • Threat intelligence 
  • Teams 
  • Power BI 
  • Security compliance 
  • CRM 
  • Azure AD 

October 11 Enhancements

Teams Voice Direct Routing support 

The CoreView Teams Voice connector (formerly, Teams Advanced) now provides greater support for Direct Routing numbers. Please note that the features below are only available in CoreView’s new user interface.

Customers who have purchased "traditional" numbers (i.e., from a telco company) are limited in their ability to integrate them into Teams in any scalable, efficient way. Many organizations are left managing this on spreadsheets, tracking the assignment of numbers to employees, and trying to keep it updated as employees and onboarded and offboarded. By uploading these numbers to CoreView, customers get the benefit of managing this “number inventory” much more effectively:

  • reporting features on who is using their numbers 
  • management actions that greatly reduce the risk of errors and increase speed 
  • workflows for onboarding and offboarding procedures 
  • Bulk actions to assign/unassign numbers

Once numbers are uploaded, they can be edited and deleted and otherwise generally treated as inventory to be managed, including distributing to virtual tenants for delegated administration. (UserVoice

You can read more about this in the article Teams Voice: Direct Routing Support


Playbooks, which were launched in late September, receive a number of additional enhancements 

  • The Teams playbook has an additional policy -- Inactive Teams users with Audio conferencing. This identifies those users who have been given an Audio Conferencing license but who have not been using it. The remediation action is to remove the license.
  • Workflows now show in which playbooks a given workflow is being used. 

Updated Management action 

Create Sync User

The Create Synchronized User management action has been updated to include: 

  • License Tab: to assign or reclaim licenses to the user 
  • Group Tab: to view and edit the user's group memberships (for Distribution, Security, MS356 and Teams groups) 
  • Mailbox Tab: to edit mailbox rights and forwarding addresses 
  • Other properties Tab: to view and edit CoreView Attributes and Portal Attributes 

Report improvements 

  • The Exchange Mailbox Usage report will now include the same information for Shared Mailboxes as it displays for users.
  • The Inactive guest users report now includes the Last Azure AD Logon date in the filters 

Service account password rotation

For those organizations that want to force password rotation for service accounts, we now provide the ability to configure that via Organization Setting. There is a new toggle -- "Password rotation for service accounts". 

When turning on the toggle, you can choose the interval between password changes (1, 3, 6, and 12 months) with an option to trigger the password rotation immediately after the next import.

Note: This feature requires Advanced management to be enabled. (UserVoice

New UX Improvements 

  • Organization Settings - New settings allow you to choose whether the toggle for the New UX is shown to all operators and also whether the New UX is the default interface. If the New UX is set as the default interface. as users log into the application, they will be redirected to the new UX. 
  • License Pool Center - From the new License pool center it wasn't possible to drill down to the detailed list of uses belonging to a certain license pool, or that have a certain license assigned. This has now been enabled.
  • Message Trace - The Message Trace report has been redesigned and included in the New UX. Check out the new filtering functions as well as the ability to save custom versions of the report. 
  • Create and Edit Workflows- Finally workflows can be created and edited in the New UX. The experience has been redesigned to match the new UI, and we also included a lot of quality-of-life improvements, including:
    • Description fields for execution inputs - so the operators running the workflow can be instructed on how to populate the field (UserVoice
    • Action descriptions - so workflows editors can better understand the flow of the actions (UserVoice)
    • Actions to be executed in case of workflow failure are now unified - catch actions, sequences and failure notifications are now in the same place