How do I use groups in Compliance Suite?

Groups are created in the associated systems, Active Directory Domain Services (AD DS) and Entra ID or alternatively other customer-specific systems.

Security groups, Exchange Online distribution lists, and Office 365 groups are handled in the same way in Compliance Suite.

Groups can be assigned to one or more roles, which means that all people in the role become members of the group in the associated system.

CCS automatically imports new groups and group memberships from AD DS and Entra ID. These are continuously updated in Compliance Suite from AD DS and Entra ID.

On the individual group in Compliance Suite you can select the option Keep Access or Remove Access.

Options	Description
Keep Access	If you add users directly to the remote system, the membership to the group is imported. The group now has the members from the role as well as the manually added members.
Remove Access	If you add users directly to the external system outside of the role, they will be removed again by CCS. The Remove Access setting thus ensures that the group only has members who have the associated role.

Options

Description

Keep Access

If you add users directly to the remote system, the membership to the group is imported. The group now has the members from the role as well as the manually added members.

Remove Access

If you add users directly to the external system outside of the role, they will be removed again by CCS. The Remove Access setting thus ensures that the group only has members who have the associated role.

For Office 365 groups, you can select Compliance Suite roles for both Owner and Member.

You can find the groups via Dynamics 365’s Main Menu:

Connectors -> Shared mailboxes
Connectors -> User Groups
Connectors -> Distributions Lists
Connectors -> Office 365 Groups