How to Create and Manage Policy Packages in Microsoft Teams

Title: How to Create and Manage Policy Packages in Microsoft Teams

Policy packages in Microsoft Teams make it easy to apply consistent settings to groups of users. Whether you’re managing frontline workers, educators, or executives, these packages let you assign bundled Teams policies for messaging, meetings, apps, and calling — all at once. Here’s a simple, step-by-step guide to help you create, deploy, and manage policy packages effectively.


1. Understanding Policy Packages

A policy package is a collection of predefined Teams policies designed for a specific role or group.
Instead of assigning multiple policies manually, you can assign one package that applies all the right policies automatically.

Microsoft includes built-in policy packages such as:

  • Frontline worker
  • Education (Teacher, Student)
  • Government

You can also create custom packages tailored to your organization’s roles.


2. Prerequisites

Before you begin:

  • You must be a Teams Administrator or have equivalent permissions.
  • Install and connect the MicrosoftTeams PowerShell module if you plan to assign policies in bulk.
  • Plan which personas (e.g., HR, IT Support, Sales) need unique configurations.

3. Creating a Policy Package

Option 1: Use a Predefined Package

  1. Go to the Microsoft Teams Admin Center.
  2. Select TeamsPolicy Packages.
  3. Review available packages and click on one to view its details.
  4. Choose Assign to apply it to users or groups.

Option 2: Create a Custom Package

  1. In the Teams admin center, go to TeamsPolicy PackagesAdd.
  2. Enter a name and description.
  3. Choose the policies to include (Meetings, Messaging, App Setup, Calling).
  4. Save the package.

PowerShell Example:

New-CsCustomPolicyPackage -Identity "Pkg-Execs" -PolicyList @(
  "TeamsMeetingPolicy:Execs-Meeting",
  "TeamsMessagingPolicy:Execs-Messaging",
  "TeamsAppSetupPolicy:Execs-AppSetup",
  "TeamsCallingPolicy:Execs-Calling"
) -Description "Executive Experience"

4. Assigning Policy Packages

A. Assign to a Group (Recommended)

  1. In the Teams Admin Center, go to TeamsPolicy Packages.
  2. Choose your package and select Assign to Group.
  3. Pick a Microsoft 365 or Security group.
  4. Confirm and save.

PowerShell Example:

Grant-CsGroupPolicyPackageAssignment `
  -GroupId "marketing@contoso.com" `
  -PackageName "Pkg-Marketing"

Group assignment auto-updates when users join or leave the group.


B. Assign in Bulk

For up to 5,000 users per batch:

$users = (Import-Csv .\users.csv).UserPrincipalName
New-CsBatchPolicyPackageAssignmentOperation `
  -PackageName "Pkg-Frontline" `
  -Identity $users `
  -OperationName "FrontlineWave1"

C. Assign to Individual Users

  1. In the Teams Admin Center, go to Users.
  2. Select a user → PoliciesAssign Policy Package.
    Use this method for exceptions only.

5. Updating Policy Packages

When you modify a policy inside a package:

  • The update automatically applies to all users assigned that package.

Recommended Workflow:

  1. Clone existing policies before editing.
  2. Test new settings with a pilot group.
  3. If results are stable, roll out the update to production groups.

6. Best Practices for Policy Deployment

Start with a pilot group
Use a small sample of users to validate new settings.

Prefer group assignments
They scale automatically as users join or leave.

Avoid conflicting assignments
Remember: Per-user > Group > Org-wide precedence.

Use clear naming conventions
Example: Pkg-Execs-v2, Pkg-Frontline-v1.

Document all exceptions
Track who has direct user-level assignments and why.

Keep a rollback plan
Have a “Standard” package ready in case you need to revert:

Grant-CsGroupPolicyPackageAssignment -GroupId "sales@contoso.com" -PackageName "Pkg-Standard"

7. Monitoring and Compliance

  • Use the Microsoft 365 Audit Logs to track who changed what and when.
  • Review and revalidate policy assignments quarterly.
  • Apply least privilege — enable only the features users need.
  • Maintain documentation of approved packages, policy mappings, and assigned groups.

8. Troubleshooting Tips

IssueCauseFix
User didn’t receive the policyPer-user assignment overrides groupRemove direct assignment or check group sync
Slow propagationPolicy updates can take a few hoursWait and verify using PowerShell
Missing custom package optionSome tenants may not support it yetCheck Teams admin center for availability

9. Quick Summary

StepAction
1Identify roles (personas)
2Create or use predefined policy packages
3Assign packages to groups (preferred)
4Test with a pilot group
5Deploy organization-wide
6Monitor and review regularly

Example Use Case

  • Scenario: Assign stricter meeting and messaging settings for executives.
  • Action: Create a custom package (Pkg-Execs) that disables external chat and restricts anonymous meeting joins.
  • Assignment: Apply to the “Executives” security group.
  • Result: Consistent, compliant communication experience across leadership teams.

Final Thoughts

Policy packages simplify Teams management, reduce human error, and align user experience with company standards.
By grouping related settings and automating deployment through groups, admins can enforce compliance while keeping operations efficient.



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