How playbooks work

  • Last update on February 8th, 2024

Playbooks let you detect, identify and remediate misconfiguration and permissions issues automatically and continuously over time.

The benefits of these policies are not limited to security; in fact, they can also impact employee productivity and cost.

How do policies work?

The policy process is organized into three key steps:

  1. Detection: the system automatically runs a large number of checks to identify any anomalies.
  2. Validation: all detected anomalies are evaluated and marked as either exceptions or something that must be managed.  
    This lets you easily address the settings that fall outside of your organization’s standard policies. Exceptions can be set at a granular level, down to individual users.
  3. Remediation: anomalies are resolved quickly and consistently.  
    For each anomaly, you have two options:
    1. have the anomaly resolved automatically;
    2. handle the anomaly manually. 

Other stakeholders, such as managers, can be involved to help address the problem.

Learn more about remediation settings and actions.

Watch the video below to get a clear understanding of the policy process in action:

Out-of-the-Box policies

They are pre-configured collections of policies that are beneficial to any organization. They are flexible, best-practice templates that automatically detect and resolve issues in your Microsoft 365 environment. With these Playbooks, you can easily stay ahead of policy violations and compliance issues, ultimately enhancing your security, cost-effectiveness, and productivity without the need for lengthy implementation processes.