CoreView Release Notes

IN THE SPOTLIGHT

[COREY ACTIONS] Corey can execute license management actions: Corey can now complete the full license-management flow within a single session. Supported actions include:

• Setting or updating a user’s usage location
• Selecting a License Template
• Validating the target License Pool before applying changes
• Assigning or unassigning individual licenses
• Assigning or unassigning service plans within a license
• Removing licenses (previously available).

OTHER IMPROVEMENTS

[COREY REPORTING] Additional license reporting sources available in Corey: Corey can now retrieve data from these license reporting areas:

• License Pool Center: License Costs
• License Pool Center: Licenses by Tenant
• Optimization Center: Licenses
• Optimization Center: Duplicated Plans

This update expands Corey's license reporting coverage, adding visibility into license costs, tenant-level license distribution, and duplicated plan data.

[PERMISSIONS] Corey controls in Permissions: a new Corey section is available in the Permissions wizard. It contains two separate sections: “Reporting” and “Management”.

Reporting permissions are read-only. Management includes a tri-state control with “Off”, “Inherited”, and “Custom” options.

Tenant Admins can use this control to block Corey management actions, apply existing delegated permissions, or restrict the delegated actions Corey can run.

[RECONCILE] Custom alerts for configuration types: custom alerts can now be created at the configuration type level in Reconcile. In the configuration type row, select “More > Create custom alerts for all”. This creates a separate drift alert for each configuration in the selected category.

[REPORTS] Local-time sign-in columns added to Active users and Sign-in events: in the “Active users” report, the “Last Entra logon” column has been renamed to “Last interactive sign-in”. This data comes from Microsoft sign-in data and Microsoft Unified Audit Log data.

A new “Last interactive sign-in (local time)” column has been added. It shows the time in the operator’s local time zone. This column is updated as soon as a new event is received and processed. As a result, its value may differ from the corresponding value shown in Microsoft 365.

In the “Sign-in events” report, a new “Sign-in date time (local time)” column has been added. It shows the sign-in time in the operator’s local time zone.

[WORKFLOWS] Scheduled workflow executions now show scheduler identity: a new “Scheduled by” property has been added to the “Overview” section of the “Execution detail” panel. It shows the identity of the operator who scheduled the workflow execution. The existing “Executed by” property is unchanged. For scheduled executions, it continues to display “Platform”.

[UI] Organization logo upload for light and dark mode: in “Settings > My organization” , separate logos can now be uploaded for light and dark mode.

• The “Light theme logo” is displayed to operators using the platform in light mode.
• The “Dark theme logo” is displayed to operators using the platform in dark mode.

A preview is shown as soon as a logo is uploaded. If only one logo is uploaded, that logo is used in both light and dark mode. If no logo is uploaded, the default CoreView logotype is displayed.

[UI] Tag design consistency across the platform: tag padding and visual styling have been standardized across the platform to improve consistency.

ANNOUNCEMENTS

[COREVIEW APP] Per-user MFA property deprecation: the “Per-user MFA” property, and features based on this property, will be deprecated by the end of May 2026, following Microsoft guidance. Please review any existing automation that uses this property, such as workflows, custom actions, and Playbooks.

[RECONCILE] CIS Microsoft 365 Foundations baseline updated to v6.0.1: the CIS Microsoft 365 Foundations Benchmark v6.0.1 baseline is now available in Reconcile.This baseline reflects the latest CIS benchmark version, published on 2026-02-26.

BETA

[SHAREPOINT ITEM-LEVEL] Access and link counters in item-level reports: the “SharePoint item-level” and “Items with unique permissions” reports now include filterable, sortable, and, in some cases, clickable counters for each item’s access and sharing footprint.

The following counters are available:

• People with permissions
• Groups with permissions
• Shared link count
• Links shared with anyone
• Link shared with external members
• Guests with unique permissions

This feature is available only with the SharePoint item-level add-on.

[SHAREPOINT ITEM-LEVEL] SharePoint Site Drilldowns report: a new “SharePoint site drilldowns” report summarizes site-level unique permissions, external exposure, and storage indicators. It provides one-click drilldowns into the files and folders listed in the “Items with unique permissions” and “SharePoint item level” reports. All indicators can be filtered and sorted to identify higher-risk sites.

This feature is available only with the SharePoint item-level add-on.

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SETTINGS

Corey role delegation and scoped access: Tenant Admins can now delegate the Corey role to individual operators and operator groups. When assigned, Corey respects existing delegated permissions. Operator access to data and actions does not extend beyond current scopes. Corey applies the same restrictions already configured: permission-based access to reports, Virtual Tenant scope, and Virtual Tenant–specific roles and permissions.

Corey usage dashboard: a new “Corey usage” dashboard is available under Settings. It provides Tenant Admins with an overview of Corey role assignment and usage, including requests to Corey over time, management actions executed through Corey, and related operator activity. These insights help assess usage patterns and operational value.

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[REPORTS] New “Is active 120” license-usage property

A new property, “Is active 120”, is available in the “Active users”, “Optimization Center”, “Users without licenses” and “Disabled licenses for users” reports. It indicates whether a user has used their assigned licenses at least once within the past 120 days.

[SECURITY DASHBOARD] New “Compliance over time” widget and UI updates

A new “Compliance over time” widget in the Security dashboard shows trend data for “Security score”, “Tenant configuration alignment”, and “Resources” over the last 7/30/60/90 days. The “Recommended actions” widget is now split into two tabs, “Configurations” and “Resources”, to support faster filtering.

[V-TENANT RBAC] Prompt to set a default V-Tenant

When an operator has access to at least two Virtual Tenants, CoreView prompts them to select a default Virtual Tenant at sign-in if all of the following are true:

• at least one Virtual Tenant has privileges enabled
• and no default Virtual Tenant is currently set.

After selection, CoreView automatically applies the chosen default Virtual Tenant at each sign-in.

[MANAGEMENT ACTIONS] Restore group membership when restoring users

When a user is removed and later restored, their group memberships are now restored within a few minutes through delta import.

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[SETTINGS] Operator group privilege assignment in V-Tenant delegation

an "Is operator group” column has been added to the Virtual Tenant delegation wizard's “Group selection” step. Tenant Admins may select any groups for delegation. V-Tenant privileges are applied to operator groups. For non-operator groups, V-Tenant-specific permissions apply only to users who are operators or later become operators. Non-operator users are not affected. This feature is available for CoreView ONE and for SKUs released from 2025 onward.

[USER REWIND] User Card tracks calendar-sharing permission changes

the “Changes” tab in the User Card records each calendar-sharing event for both the mailbox owner and the mailbox granted access. Logged changes are informational and cannot be reverted. The User Rewind feature is available as an add-on.

[WORKFLOWS] Multi-column custom lists supported in API, CSV import, and reports

when launching a workflow with a multi-column custom list input from a report, CSV import, or API, select the reference-column value from the “Input” dropdown. The backend will retrieve the corresponding values for the remaining columns and populate those fields automatically.

[SYNC] Email notifications for sync completion

you can configure email alerts for sync completion under “Settings > Notification settings” in Configuration Manager. Each email confirms that the sync ran and summarizes the result, including whether any updates were detected, even when no updates are found.

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[SETTINGS] Tenant role inheritance toggle for Virtual Tenants

A new “Set V-Tenant specific roles and permissions” toggle is available during Operator creation and Virtual Tenant setup. When enabled, Tenant Admins can restrict the roles and permissions on a Virtual Tenant, choosing from those assigned at the tenant level. When disabled, all current and future tenant-level roles and permissions are inherited by the Virtual Tenant. This update supports the creation of read-only Virtual Tenants by enabling the toggle and deselecting all available roles and permissions.

[USER REWIND] User Card mailbox audit status tracking

The “Changes” tab in the User Card now logs each instance when mailbox audit is enabled or disabled for the mailbox owner. The most recent status change is shown and can be reverted if needed. The User Rewind feature is available as an add-on.

[SETTINGS] Graph Management renamed to App Management

The “Graph management” tab in “Settings > Organization settings” has been renamed to “App management”.

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[CUSTOM ACTIONS] Action required: configure Certificate-Based Authentication for PnP SharePoint custom actions

Microsoft is retiring legacy IDCRL authentication for SharePoint. To continue executing custom actions with SharePoint Online via the PnP PowerShell channel in CoreView, you must configure Certificate-Based Authentication (CBA). Update your authentication method to avoid disruption in functionality.

[SETTINGS] Service account password change

Tenant Admins can now update custom service account passwords in CoreView. After resetting the password in the Microsoft 365 admin center, go to “Settings > My organization > Admin read only” and enter the new password for validation. This enhancement was inspired by a customer’s request.

[USER REWIND] Mailbox forwarding change tracking

the “Changes” tab in the User Card now records mailbox forwarding additions and removals. Operators can review forwarding changes on both the initiating user's and the destination mailbox’s User Card. The latest change for each item can be reverted as needed. The User Rewind feature is available as an add-on.

[WORKFLOWS] Stopped Workflow action status displayed in Execution History

when a workflow is terminated using the “Stop” action, the Workflow “Execution detail” tab will now show the execution status as “Stopped”.

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DASHBOARDS

Security dashboard home page: Tenant Admins who haven’t set a custom home page will now be directed to the Security dashboard when logging in. The Security dashboard delivers a focused, business-level summary of your Microsoft 365 tenant’s security posture, risk, and compliance status. To set a different home page, follow the Default homepage guide. This feature is exclusively available within the CoreView ONE bundle.

OPERATORS

“Set default V-Tenant” placement updated in operator wizard: the option to set a default Virtual Tenant during operator or operator group creation now appears in the “Virtual Tenant privileges” step. After assigning at least one V-Tenant-specific role or permission, the wizard displays a “Default virtual tenant” radio button, enabling selection of a single default V-Tenant for the operator.

RECONCILE

Custom alert creation for configuration changes: you can now create and manage custom email alerts for specific configuration changes. In Reconcile, use the “Create custom alert” action next to any configuration to define the alert name and select recipients. When the configuration is modified, recipients receive an email notification summarizing the change. All custom alerts are accessible for review, editing, or deletion in the new “Custom alerts” section under Sync settings. This feature is exclusively available within the Configuration Manager SaaS solution.

REPORTS

Support all SMTP recipient types in scheduled and emailed reports: you can now select any SMTP address as a recipient for scheduled and emailed reports, including distribution groups, mail-enabled security groups, and Microsoft 365 groups. Note: groups must permit senders from outside their organization to receive these emails. This enhancement was inspired by a CoreVoice idea.

Filtering by UPN in “Authorized users” column: the “Authorized users” column in both “Auto attendants” and “Call queues” reports now supports direct filtering by User Principal Name. This enhancement was inspired by a CoreVoice idea.

RECONCILE, DASHBOARDS

Support for CIS M365 Foundations 6.0.0 baseline: the “CIS M365 Foundations 6.0.0” baseline is now available for tenant comparison on the Reconcile page in Configuration Manager, allowing you to directly assess your tenant’s configuration against the latest CIS Microsoft 365 security standards. The Tenant configuration alignment report in the CoreView Security dashboard now evaluates compliance with the “CIS M365 Foundations 6.0.0” baseline. This feature is available within both the self-hosted and SaaS Configuration Manager solutions.

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November 25 enhancements

IN THE SPOTLIGHT

• [DASHBOARDS] Security dashboard: the Security dashboard, available to Tenant Admins, provides a focused, business-level summary of your Microsoft 365 tenant’s security posture, risk, and compliance status. The dashboard is designed to support leadership in assessing security and delegating actions, without requiring them to perform technical tasks. This feature is exclusively available within the CoreView ONE bundle.

• [DASHBOARDS] Identity Risk dashboard: the Identity Risk dashboard provides a daily snapshot of user risk within your Microsoft 365 tenant, with historical trend tracking. By evaluating both attack surface exposure and breach probability, the dashboard identifies users categorized as critical or warning risks, presenting a detailed breakdown of the factors influencing each user’s risk score. This feature is exclusively available within the CoreView ONE bundle.

• [USER TEMPLATES] Assign template to user: the “Assign template to user” management action enables the assignment of one or more user templates to an individual user, or a single template to multiple users who do not yet have a template assigned. During the assignment process, you can review each relevant user property and choose to retain the user's existing value and/or apply the value from the selected template. This feature is exclusively available within the CoreView ONE solution.

• [REPORTS] Tenant Configuration Alignment report: the “Tenant configuration alignment” CoreView report allows you to compare tenant settings against the CIS v5.0.0 security baseline. This report provides a clear assessment of configuration status, highlighting configurations that are aligned, deviating, or missing relative to best practices. Marking a conflicting configuration as accepted in Reconcile will categorize it as an “Accepted deviation” in the report’s insight widget. This feature is exclusively available within the CoreView ONE bundle.

OTHER IMPROVEMENTS

• [OPERATORS] V-Tenant role assignment in operator wizard: Tenant Admins can now define roles and permissions at the Virtual Tenant level when creating or editing individual operators and operator groups.

• [PERMISSIONS] Delegation of Configuration Manager workloads to operators: Tenant Admins can now delegate access to specific Configuration Manager workloads when creating or editing Permission Sets. The “Configuration Manager” section in the Permission Set wizard enables assignment of operator access by workload. Once assigned, the operator can access these workloads across all their assigned tenants. This feature is exclusively available within the CoreView ONE bundle.

• [USER REWIND] Mailbox change tracking: the “Changes” tab in the User Card now displays changes related to personal mailbox settings. Operators can review change details and revert the most recent update for each item as needed. The User Rewind feature is available as an add-on.

ANNOUNCEMENTS

• [EXCHANGE] Improved performance of Exchange mailbox actions: average execution time of Exchange mailbox actions has been reduced from 1 minute 20 seconds to 20 seconds. Ongoing optimizations are in place to further reduce processing times in future updates.

November 11 enhancements

IN THE SPOTLIGHT

• [COREVIEW APP] Redesign of “Privileges” section: the Privileges area, previously known as Global Filter, has been redesigned for improved clarity and usability. It now displays distinct subsections such as roles, permissions, Number Pools, License Pools, and Virtual Tenants, enabling operators to access their assigned segments and narrow their operational scope through direct selection.

• [SETTINGS] V-Tenant-level role and permission assignment: Tenant Admins can now assign specific roles and permissions at the Virtual Tenant level, choosing from any subset of an operator’s tenant-level rights. This capability is available under Settings via the management actions to Create/Edit Virtual Tenants.

OTHER IMPROVEMENTS

• [MY PROFILE] Revamp of “My Profile”: the operator profile now features four clear sections: Personal Info: update details and language/regional settings. Roles: view all assigned and inherited roles. Default settings: select the default homepage and Virtual Tenant, based on allowed permissions (if included in your solution). Privileges: see a grouped summary of your access rights. This redesign simplifies account management and improves visibility into your permissions.

• [MY PROFILE] UK English regional setting: a new "English – UK" regional setting is available in “My profile”. Selecting this option configures the application’s date-picker and all relevant areas to display dates in the UK format (DD/MM/YYYY). Additional regional settings are also supported, with date formatting automatically adjusting based on the selected region.

• [SETTINGS] “Create operator” wizard redesign: the processes for creating and editing individual operators and operator groups are now unified under a single “Create new” button in Settings > Operators. The updated wizard guides users through sequential steps for entering personal information, assigning roles and permissions, and configuring Virtual Tenants, License Pools, and Number Pools as applicable. Tenant Admins will be able to access the same wizard from their “My profile” section.

• [SETTINGS] Configuration Manager consents: a new "Configuration management" section has been added to CoreView’s Organization Settings. This section provides a dedicated interface to view and update permissions for the Configuration Manager app. When new permissions are required, a banner will appear at the top of the CoreView platform, directing you to this section to review and grant consent. This feature is exclusively available within the Configuration Manager SaaS solution.

• [ACCESS REVIEW] V-Tenant scope for Manual reviews: Tenant Admins and Access Review Admins can now assign Manual Access Review tasks with reviewer scope limited to a designated Virtual Tenant. Previously, reviewer scoping by Virtual Tenant was available only for Dynamic Access Reviews.

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[REPORTS] Additional user attributes in Active User report

CoreView now supports the following Microsoft 365 user attributes:

• Cost center
• Employee hire date
• Employee leave date time
• Employee type

These attributes are available in the Active Users report and update every 5-10 minutes.
This update was driven by CoreVoice feedback.

[OPERATORS] Read-only role visibility update

the "Read-only" role, assigned by default to all users, including those created without a specified role, is now displayed on the operator's "Personal info" and "My profile" pages. Users with the "Read-only" role can access reports and utilize the “Save,” “Export,” “Schedule,” and “Save to favorites” functions within reports.

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IN THE SPOTLIGHT

[ACCESS REVIEW] Access Review Admin role and V-Tenant scope: a new “Access Review Admin” role enables Tenant Admins to delegate the creation and management of access reviews to delegated operators. Additionally, Tenant Admins may restrict each reviewer's responsibilities to a specific Virtual Tenant when assigning periodic review tasks. This enables controlled delegation and enforces targeted access review management.

OTHER IMPROVEMENTS

[WORKFLOWS] “Stopped” workflow status option: when configuring a workflow, operators can now specify the final status—“Succeeded” or “Stopped”—if the workflow ends with a “Stop” action. Workflows marked as “Stopped” cannot be restarted.

Inspired by a CoreVoice idea.

[SETTINGS] Policy ID visibility in workflow execution logs: workflows triggered by a policy now include an “Execution Source” parameter in the Audit logs under Settings. This parameter displays the PolicyID that identifies the policy responsible for triggering the workflow.

Inspired by a CoreVoice idea.

[USER REWIND] “Notes” field added to Revert action modal: a “Notes” field is now available when performing a revert action from the “Changes” tab in the User Card, regardless of whether admin approval is required. Operators can enter custom notes to record the reason for the revert, supporting detailed tracking and reference to related support tickets.

ANNOUNCEMENTS

[REPORTS] Partial sync now tracks App Registration changes: CoreView’s partial import process now identifies and logs creation, deletion, and modification events for App Registrations. This functionality enables security teams to promptly detect and respond to changes that may introduce security risks.

Original source

IN THE SPOTLIGHT

[WORKFLOWS] Create user from template workflow action: two new “Create User from Template” workflow actions have been added: one for onboarding cloud-only users and another for onboarding synced users. This feature enables Tenant Admins to create a single-action onboarding workflow and allows delegated operators to onboard users in bulk using properties defined in user templates. Tenant admins can enforce the use of a specific template or allow delegated operators to choose from templates assigned to them before running the workflow.

Inspired by a CoreVoice idea.

How does this impact you?

Previously, onboarding workflows required more than 20 actions and took an experienced CoreView administrator 1.5 hours to build, and up to 4 hours for less experienced users. With this new action, onboarding workflows can be created with as little as one action, reducing build time to approximately 15 minutes.

This feature is exclusively available within the CoreView ONE solution.

[PLAYBOOKS] V-Tenant-based scope for custom policies: custom policies are now associated with the V-Tenant scope of the policy owner, rather than the owner account itself. The updated policy wizard includes a required “Select Virtual Tenant” field to specify the V-Tenant for policy remediation. This change affects how Tenant Admins and Playbook Admins configure and manage policies. Detailed guidance on the impact of this update is available in the documentation.

OTHER IMPROVEMENTS

[REPORTS] Multi-selection available in “Recipient Type Details” column: The “Recipient Type Details” column now supports multi-selection, allowing users to filter reports using multiple criteria in this field. This update applies to all reports where the “Recipient Type Details” property is available.

This feature was implemented in response to a request from Mike DiVergilio.

[SETTINGS] Additional app consents in Organization Settings: three applications have been added to the “Consent management” section to optimize performance and traffic distribution. These act as replicas of the existing Integration app.

Recommendation: if you are experiencing issues with the identity and access report service limits related to sign-ins or authentication methods, grant consent to these new applications to improve reliability and functionality.

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IN THE SPOTLIGHT

Release day update

We’re moving our release day to Tuesdays. The next release will be available on Tuesday, September 30. All future releases will continue every 15 days as usual.

[GOVERNANCE CENTER] Tenant Grading recommended actions and Score Refresh: the Tenant Grading report now displays recommended actions specific to the operator viewing the page, showing the projected overall score improvement for each non-compliant policy remediation. Tenant Admins and Playbook Admins can recalculate the score immediately after applying remediations using the “Refresh score” button.

OTHER IMPROVEMENTS

[ACCESS REVIEWS] Automatic rerouting of Access Reviews for Invalid Owners: access reviews assigned to invalid owners (e.g., users with blocked accounts, shared mailboxes, or unlicensed) are now rerouted to the specified backup address. This update ensures continued monitoring and management of Teams groups, Security groups, Distribution groups, Microsoft 365 groups, SharePoint Online site members, and OneDrive owners.

[REPORTS] Addition of “Account Enabled” status column to Devices report: the “Devices” report now contains an “Account Enabled” column that displays the enabled or disabled status of each device account. This enables delegated operators to identify inactive devices and take appropriate actions to support security and compliance.

This enhancement was inspired by a CoreVoice idea.

Original source

IN THE SPOTLIGHT

[ACCESS REVIEW] Periodic Access Review scheduling: Tenant Admins can now schedule recurring access reviews using the “Dynamic” review type. When selected, this option automatically includes all current resources in the review and updates them in future cycles based on the defined schedule. Review cycles can be configured to run automatically at set intervals, with recurring reminder notifications sent to reviewers.

OTHER IMPROVEMENTS

[ACTIONS/WORKFLOWS] SharePoint Site management actions: the CoreView app now includes additional SharePoint management capabilities: “Manage Primary Administrator”: change the primary administrator assigned to a SharePoint site. “Register as Hub Site”: register a SharePoint site as a hub site and grant selected operators permission to associate other sites with it. “Edit Site”: update a site’s name, description, and URL, with built-in validation to ensure the URL format is correct. These enhancements were inspired by the following CoreVoice ideas: CoreVoice1, CoreVoice2, CoreVoice3, CoreVoice4

[COREVIEW APP] Custom Action notifications sent to Profile email: Tenant Admins will now receive custom action notifications at the email address defined in “My profile > Personal info”. Admin profiles cannot be saved if the email field is missing or contains an invalid address.

[TEAMS VOICE] Auto Attendant destinations aligned with Teams Admin Center: CoreView now aligns its Auto Attendant destinations with the Teams Admin Center. Delegated operators can configure call routing by selecting one of the following destinations: No operator Person in the organization Voice application External phone number Resource account

ANNOUNCEMENTS

[REPORTS] Deprecation of Service Usage and Office Installations reporting: the following reporting features have been deprecated:

• “Service usage” dashboard (Reports > Licenses > Service usage)
• “Microsoft 365 installations” tab in the “Microsoft 365 Apps center” (Reports > Licenses > Microsoft 365 Apps center)
  • Additionally, the “Microsoft 365 installations” counter and details were removed from the User Card.

These changes result from Microsoft 365 disabling the O365PortalOfficeInstallationsReportStep data source.

Original source

ACTIONS

Replacing “Reset MFA” with “Reset auth methods”: with Microsoft's planned deprecation of the cmdlet powering “Reset MFA”, we've introduced the “Reset authentication methods” action. Both actions will coexist until March 2025. Please update all workflows and permissions using "Reset MFA” to the new action before this deadline to maintain uninterrupted service.

Preview

New languages for Teams Voice management actions: CoreView “Auto Attendant” and “Teams Call Queue” management actions now support more languages, aligning with Microsoft 365 language options.

Preview

AUDIT

Introducing audit logs for ServiceNow config changes: all actions related to enabling or disabling the ServiceNow configuration under “Organization settings” are now recorded in CoreView audit logs.

Preview

COREVIEW APP

Enhanced breadcrumb navigation: the breadcrumb elements are now fully clickable. If an element does not have a dedicated page, clicking on it will open the menu panel to display more options. This enhancement reduces the number of clicks needed to navigate between reports.

This enhancement was inspired by a CoreVoice idea.

Preview

GOVERNANCE CENTER

Enhanced Tenant Grade information: we’ve improved clarity in the “Scoring details” tab for the Overall Tenant Grade widget in the Governance Center. This update introduces text labels for compliance and adds icons to the severity information.

Preview

Introducing Playbook widget sorting: in the Overview dashboard, Playbook widgets are now sorted by priority to streamline the review process. Low-compliance Playbooks are displayed at the top, while compliant and informational Playbooks are positioned at the bottom.

Preview

PLAYBOOKS

New Visio and Project policies: we've introduced more CoreView policies to automatically monitor the usage of Visio and Project & Planner. These enhancements allow for the reclamation of licenses from inactive users, and with this release, all license plans are supported.

Note: these policies are subject to a 2-day delay due to Microsoft's import schedule.

Manage panel in policy reports: we’ve reintroduced access to the Manage panel directly within each policy's full report page. The panel is positioned on the right and remains collapsed to preserve full report visibility.

Preview

Update to Entra Apps policies: all Entra App policies will now be available exclusively within the Entra Apps Playbook. This change is designed to ensure streamlined access and improved organization.

REPORTS

Update to Microsoft 365 group & Security group reports: we've revised the default properties shown in both the Microsoft 365 and Security group reports. This adjustment enhances the focus on the most important details.

Enhanced report capabilities: custom attributes have now been integrated into a wide range of CoreView reports, along with the ability to create Pivot tables

SETTINGS

Introducing local time zone settings: a “Time zone” option has been added to the “My profile” page, enabling operators to select their preferred time zone. Once applied, the operator's time zone will be updated across multiple portal sections, enhancing the user experience.

This enhancement was inspired by a CoreVoice idea.

Preview

WORKFLOWS

Dynamic operator information in workflows: we've added the capability for operators to include dynamic internal inputs, such as “ExecutedBy”, “Execution ID”, and “Starting Time” in both predefined and custom workflows. This enhancement supports compliance with specific organizational policies and was inspired by a couple of CoreVoice ideas: CoreVoice1, CoreVoice2.

Preview

Enhanced “Send email” workflow action editor: we've introduced a default view for execution inputs added to the email body, where they appear as plain text. This upgrade allows for text transformations via editor commands, streamlining the email writing process. Switching back to edit mode retains these changes.

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GOVERNANCE CENTER

New export functionality: we've revamped our Governance Center export functionality to include all the latest enhancements. The new Export button in the Overview dashboard automatically downloads Playbook overviews with policy breakdowns by severity and detailed scoring, and it allows you to generate a report of governance trends over time. You can also schedule automated health check exports, making monitoring tenant governance compliance easier than ever!

Note: The legacy export button in My Dashboard will remain available for a few more weeks to ensure a smooth transition.

Preview

PLAYBOOKS

Entra app exceptions renamed to “Trusted items”: items matched by Entra Apps policies that have been reviewed and validated will now be labeled as "Trusted items” to enhance status clarity.

Preview

New Visio and Project policies: we've launched new CoreView policies that automatically monitor the usage of Visio and Project & Planner, reclaiming licenses from inactive users.

Note: these policies are subject to a 2-day delay due to Microsoft's import schedule.

Preview

SETTINGS

Extra grant needed for managing MFA: as part of our transition to modern architecture, we've updated all user MFA management actions to operate via the Graph API. To ensure these actions run smoothly, you'll need to grant the “Policy.ReadWrite.AuthenticationMethod” permission to the Graph management app.

VIRTUAL TENANTS

Add assigned numbers to Number Pools: a new checkbox, “Allow to show numbers already assigned to users”, enables the inclusion of numbers previously assigned to operators into Number Pools, enhancing flexibility in number management.

This enhancement was inspired by a CoreVoice idea.

Preview

PARTNER APP

Self-service subscription management: MSPs can now independently manage their subscription cancellations through the Partner App. And if they cancel before their trial period expires, they'll retain access until the trial ends.

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