orchestry What's New

What’s New in Orchestry (February 2023)

Valerie Sergienko February 27, 2023


February was a very busy month for Orchestry’s development team. A massive release was pushed out in the middle of February that included over 100 enhancements to the Orchestry app – all of which was a compilation of feedback we’ve received from our Customers and Partners.

Latest release details


The Product team at Orchestry pays close attention to the feedback our valued Customers and Partners provide. In February we pushed out a release with over 100 improvements to the Orchestry app, including bug fixes, enhancements to the user interface and user experience, feature improvements, and more.


But, since an overview of all 100 improvements would take hours to read through, we will focus on covering just a couple.

Owner / Member User Cards

One of the truly noteworthy features of Orchestry is our library of pre-built business-first templates for Teams and SharePoint sites. All of our pre-built templates for Teams come with a Team Information tab, which not only looks beautiful but also offers a ton of useful high-level information about the Team to be viewed by Team members, Owners, Guests, and people who are looking to join the Team.



Apart from the basics, like the name of the Team, and the description (a rarity in Teams world, but with the help of Orchestry the description input is enforced at the Team creation stage), the Team Information tab shines a light on many other extremely useful pieces of information:


  1. Private vs public Team
  2. Whether Guest users are enabled in the Team
  3. Whether the Team is active (vs inactive, so not being actively used) and the latest activity date
  4. Additional metadata, for example, department, division, or location (all metadata can be customized and the collection of it can be enforced at the Team creation stage with the help of Orchestry)
  5. Date when the Team was originally created
  6. Quick links to all components of the Team, including the associated SharePoint site, Documents, Microsoft Group mailbox, Calendar, Planner plans, Notebooks, and more.
  7. Summary of all users within the Team, including the total number of Owners, Members, and Guests
  8. The ability to add new Guests directly from the Team Information tab (this is enabled by Orchestry’s advanced Guest management features).


While none of this is new and the users of Orchestry have been enjoying the benefits and the user-friendliness of the Team Information tab for some time, the updates released this February were to the Users section of the tab.



The Users part of the Information tab now displays users in their respective sections (Owners, Members, Guests) using custom condensed cards with all the necessary information, including the user’s image, full name, and now their job title and department (provided that information is available in Azure AD).


Although not a significant change to this feature, it goes to show how Orchestry as platform endeavors to make Teams ridiculously accessible, user-friendly, and enjoyable to interact with on a daily basis, even for the most non-technical users. Implementing custom tabs like this one is bound to improve company-wide adoption and the usability of Teams, however, would take hours to custom code. Orchestry’s templates come pre-configured with tabs like this (on top of many other web parts and customizable elements) and require zero coding or scripting to use.


Speaking of templates, our future product releases over the next couple of months will include the addition of a whole bunch of new templates, including employee onboarding and offboarding, product release, risk assessment and so much more. So make sure to join our newsletter list by subscribing below to stay in the know of what’s coming and what is being released.

Metadata editing within the Team Information tab

As we’ve covered, Orchestry’s Team Information tab displays the metadata of the Team. The metadata you request to be collected during the Team creation process is entirely up to the needs of the organization and can include the department, division, location, etc.

In one of our recent updates, we made the metadata about the Team editable by Owners of the Team, directly from the Team Information tab. Some Orchestry users (particularly those who are 100% committed to preserving their M365 governance standards and metadata integrity), suggested that they should have control of whether the editability of metadata is available in their tenant. Thanks to this incredibly valuable feedback from real-world usage of Orchestry, in the latest release, we have introduced a new global toggle that determines whether or not you wish to have this option available across your tenant.

The default setting for this in Orchestry is the editing of metadata is disabled, but if you wish to change that, you can easily do so through the Orchestry admin center.


Enhanced Guest user addition/request interface

As we’ve briefly mentioned above, Orchestry’s advanced Guest Management features allow Orchestry users to request the addition of new Guest users to a Team directly from the Team Information tab.

The process of adding new Guests to a Team using Orchestry is fully customizable and can require approval from the Team Owner, or another member(s), or require the collection of additional information about the Guest (apart from the email).

We have made improvements to the user interface associated with the addition of new Guests to support the addition of multiple Guests at a time. Previously it was not obvious in the UI if you’ve requested several Guests but have yet to click the “Done” button. As part of this release, we have added a new section that displays the Guest users that are part of the current request so that whoever is adding Guests has better visibility into what is going to happen next.



A simple, yet elegant solution, which makes adding new Guests to a Team, even more user-friendly.

Orchestry does a deep dive into Lifecycle Management in M365


In February, we focused on putting together and sharing with you many useful resources that will help you better manage the full Microsoft 365 lifecycle – from creation to archival and deletion of documents, SharePoint sites, and Teams. Here is a summary of all the great articles we shared with you this month:


  • Lost and found: The Ultimate guide to recovering deleted files in Microsoft Teams – this ultimate guide shines a light on how to recover content that has been deleted from Microsoft Teams.

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  • Bringing Order to Chaos: A Blueprint for Dealing with Orphaned Microsoft Teams and Groups – in this blog, we take you through the steps for finding, assessing, and dealing with orphaned and ownerless Microsoft Teams and Groups, what makes them occur, and how to avoid them in the future.

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  • How to create Microsoft Teams, Groups & SharePoint archiving policies using Orchestry – this blog will show you how with the help of Orchestry you can create and enforce as many different archiving, renewal, and deletion policies to clean up your tenant, increase satisfaction with and adoption of the platform, and save time and money in the process.

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  • M365 Lifecycle Management Made Easy with Orchestry – this blog demonstrates how Orchestry can help you automate every part of full Microsoft 365 lifecycle management, from the creation of new Teams, SharePoint sites, and Groups to sunsetting. Follow along to see how Orchestry can help you automate day-to-day tasks and save tens of thousands of dollars.

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Orchestry team comes together in person for our first Orchestration


Orchestry is a remote organization, which means our team members work from every part of the US and Canada and we get to see each other primarily on the screen of our computers (which actually makes us THAT much better at mastering the ins and outs of collaboration tools like Microsoft Teams, hence makes us better at what we do!). This February we spent 3 coffee-fueled days together in Vancouver, Canada, bonding over great food, bowling, and our deep passion for our work. We planned what 2023 will look like for Orchestry, brainstormed incredible features we will be presenting to all of you throughout this year and into the next one, and came up with ways to support our ever-growing numbers of Customers & Partners even better than before.

It was incredible to meet Orchestry team members in person, validate our hypotheses on our heights (you REALLY can’t tell how tall someone is by seeing them on Teams calls!), and come to love the many great personalities and hidden talents our Team members possess. Did you know that our CTO Sarah Wilson is a VERY accomplished bowler?!

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About the Author

Valerie Sergienko Image

Valerie Sergienko

Director, Product Marketing

An accomplished marketing strategist, Valerie brings over a decade of experience in digital marketing and has a profound love and appreciation for agile, purpose-driven, and results-oriented growth.

In her free time, you can find Valerie exploring local amusement parks, playgrounds, cafes, and movie theatres with her daughter, reading a new science book, or working up a sweat at the gym.


This Privacy Policy explains what information Orchestry Software Inc. and its associated entities (collectively “Orchestry”) collect about you, why, what we do with that information, how we share it and how we handle the content you place in our products and services. It also explains the choices available to you regarding our use of your personal information and how you can access and update this information.

Privacy Policy Scope

Our Privacy Policy applies to the information we collect when you use one of our services, or when you otherwise engage with Orchestry Software, including, but not limited to:
when you visit our websites (“Websites“);
when you contact us for assistance;
when we connect with you as a prospective customer or as a customer;
when you attend customer or prospective customer events;
when you meet us at third party events, gatherings or meetups.
Orchestry is committed to protecting your privacy. This Privacy Policy applies to our websites (Websites), including www.orchestry.com, www.success.orchestry.com and www.app-dev.orchestry.com, owned and controlled by Orchestry.

This Privacy Policy governs our data collection, processing and usage practices. It also describes your choices regarding use, access and correction of your personal information. By using the Websites, you consent to the data practices described in this Privacy Policy. If you do not agree with the data practices described in this Privacy Policy, you should not use the Websites.

Information We Collect

We collect personal data that you submit to us via our website or third-party tools including, for example, when applying for a job via our website or requesting support in relation to one of our services.
You are free to explore the Websites without providing any Personal Information about yourself. When you visit the Websites, we request that you provide Personal Information about yourself, and we collect Navigational Information.

Information Collection & Access

Orchestry acknowledges that you have the right to access your Personal Information. If requested to remove data we will respond within a reasonable timeframe.

We may transfer Personal Information to companies that help us provide our service, such as those organizations as part of our Global Partner Alliance. Transfers to subsequent third parties for the sole purpose of responding to requests from Websites in the appropriate geography service territory.

“Personal Information”
This refers to any information that you voluntarily submit to us and that identifies you personally, including contact information, such as your name, e-mail address, company name, address, phone number, and other information about yourself or your business. Personal Information can also include information that you enter into on the Websites, and information about you that is available on the internet, such as from Facebook, LinkedIn, Twitter and Google, or publicly available information that we acquire from service providers.

“Navigational Information”
This refers to information about your computer and your visits to this website such as your IP address, geographical location, browser type, referral source, length of visit and pages viewed.

We use Navigational Information to operate and improve the Websites. We may also use Navigational Information alone or in combination with Personal Information to provide you with personalized information about Orchestry.

Information About Children

The Websites are not intended for or targeted at children under 13, and we do not knowingly or intentionally collect information about children under 13. If you believe that we have collected information about a child under 13, please contact us at hello@orchestry.com, so that we may delete the information.

Information Usage

We use the information we collect only in compliance with this Privacy Policy.

In addition to the uses identified elsewhere in this Privacy Policy, we may use your Personal Information to: (a) improve your browsing experience by personalizing the Websites; (b) send information to you which we think may be of interest to you by post, email, or other means; (c) send you marketing communications relating to our business.

We will never sell your Personal Information to any third party. However, we may share or disclose your Personal Information as follows:
we may provide your information to our business partners, vendors or service providers who perform functions on our behalf;
in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company;
as required by law, government officials, or other third parties pursuant to a subpoena, court order, or other legal process or requirement applicable to our Company;
when we believe, in our sole discretion, that the disclosure of personal information is necessary to prevent physical harm or financial loss;
to report suspected illegal activity or to investigate violations of our agreements.

Reviewing, Correcting and Removing Your Personal Information
Upon request, Orchestry will provide you with information about whether we hold any of your Personal Information. If you provide us with your Personal Information, you have the following rights with respect to that information:
To review the user information that you have supplied to us.
To request that we correct any errors, outdated information, or omissions in user information that you have supplied to us.
To request that your user information not be used to contact you.
To request that your user information be removed from any solicitation list that we use.
To request that your user information be deleted from our records.
To opt out of being solicited by Orchestry or third parties.

To exercise any of these rights, please contact us at hello@orchestry.com or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy. We will respond to your request to change, correct, or delete your information within a reasonable timeframe and notify you of the action we have taken.

Retention of Personal Information

We retain Personal Information that you provide us as long as we consider it potentially useful in contacting you our services, or as needed to comply with our legal obligations, resolve disputes and enforce our agreements, and then we securely delete the information. We will delete this information from the servers at an earlier date if you so request, as described in “Unsubscribe from Communication” below.

Customer Testimonials and Comments

We post customer testimonials and comments on our Websites, which may contain Personal Information. We obtain each customer’s consent via email prior to posting the customer’s name and testimonial.

Security of your Personal Information

We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use or disclosure. We secure the Personal Information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure.

Social Media Features

Our Websites include Social Media Features, such as the Facebook Like button and Widgets, such as the Share This button or interactive mini-programs that run on our sites. These features may collect your IP address, which page you are visiting on our sites, and may set a cookie to enable the feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Websites. This Privacy Policy does not apply to these features.  Your interactions with these features are governed by the privacy policy and other policies of the companies providing them.

External Websites

Our Websites provide links to other websites. We do not control, and are not responsible for, the content or practices of these other websites. Our provision of such links does not constitute our endorsement of these other websites, their content, their owners, or their practices. This Privacy Policy does not apply to these other websites, which are subject to any privacy and other policies they may have.

Public Forums

We offer publicly accessible blogs, message boards and community forums. Please keep in mind that if you directly disclose any information through our public message boards, blogs, or forums, this information may be collected and used by others. We will correct or delete any information you have posted on the Websites if you so request, as described in “Opting Out and Unsubscribing” below.

International Transfer of Information

To facilitate our global operations, we may transfer and access Personal Information from around the world, including the United States. This Privacy Policy shall apply even if we transfer Personal Information to other countries.

Corporate Events

If we (or our assets) are acquired by another company, whether by merger, acquisition, bankruptcy or otherwise, that company would receive all information gathered by Orchestry on the Websites. In this event, you will be notified via email and/or a prominent notice on our website, of any change in ownership, uses of your Personal Information, and choices you may have regarding your Personal Information.

Cookies & Similar Technologies

Orchestry uses cookies or similar technologies to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole.

The cookies we use on this website are broadly grouped into the following categories:

Essential: Some of the cookies on our website are essential for us to be able to provide you with a service you have requested. You may not be able to use our website effectively without these cookies.
Analytics: We use analytics cookies to help us understand how users engage with our website. An example of this is for counting the number of different people coming to our website, visiting a particular page or using a particular feature. Without this cookie, if you visited the website once each week for three weeks, we would count you as three separate users and this wouldn’t be a true representation. These cookies do not let us identify specific users as the information is aggregated.
Social sharing: We use cookies to allow you to share content directly to your social networking sites for example Facebook, Twitter and Google+ i.e. clicking Like on Facebook and Share on Twitter.
Interest-based advertising: You may have noticed that when you visit websites, you will be shown advertisements for products and services you may be interested in. Cookie information about certain pages you have visited on our website helps us be more relevant in our advertising. Having these cookies does not increase the number of adverts you will be shown on these specific sites. These ‘persistent’ cookies last no longer than 90 days, or until you clear them. These and the other cookies we use do NOT allow us to see what other sites you have been visiting, they simply act as a record of our web pages and advertisements that you may see.
Opt Out of Cookies
When you first visited the websites you will have been shown a status bar notifying you that this website uses cookies and inviting you to review this cookie policy. Once you have clicked to go further into our website, the cookie prompt will disappear, this confirms that you consent to us using the cookies detailed in this policy.
Please note that we can’t always control third party cookies (such as from social networks) stored on your machine from our website and where this is the case you will need to visit the relevant third party’s website directly to understand their cookies stored on your machine by them. Please see our ‘third party cookies’ section below.
If you want to reject cookies we use from this website you will need to:
Delete the cookies from your browser. Most browsers also allow you to prevent all or some cookies being stored on your machine in the future. For more information on how to delete or disable cookies from your browser please use the ‘help’ function within your browser, or alternatively visit www.allaboutcookies.org. By deleting our cookie preference cookie, the next time you visit our website the cookie status bar will appear again inviting you to again reconsider your preferences.
AND/OR: If you only want to reject the Internet Based Advertising cookies we store on your machine, you can opt-out of receiving these cookies at any time by going to the Internet Advertising Bureau website at http://www.youronlinechoices.com and following the opt-out instructions.
Please do be aware that disabling cookies may impact the functionality of this website.
Third Party Cookies
Some of the cookies described above are stored on your machine by third parties when you use our website. We have no control over these cookies of how the third party uses them. They are used to allow that third party to provide a service to us, for example website analytics. For more information on these cookies and how to disable them, please see:
Internet Advertising Bureau website at http://www.youronlinechoices.com/ where you will be able to opt-out of receiving Internet Based Advertising cookies from some of the third parties, such as Google, LinkedIn, Facebook and Twitter.
The use of cookies and web beacons by any tracking utility company is not covered by our Privacy Policy.

Log Files

We may collect demographic information, such as your region, preferences, interests and favorites using log files that are not associated with your name or other personal information. There is also information about your computer hardware and software that is automatically collected by us. This information can include: your IP address, browser type, domain names, internet service provider (ISP), the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, clickstream data, access times and referring website addresses. This information is used by Orchestry to provide general statistics regarding use of the Websites. For these purposes, we do link this automatically-collected data to Personal Information such as name, email address, address, and phone number.

Clear Gifs (Web Beacons/Web Bugs)

We employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), that help us better manage the Website by informing us what content is effective. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of Web users.  In contrast to cookies, which are stored on a user’s computer hard drive, clear gifs are embedded invisibly on Web pages or in emails and are about the size of the period at the end of this sentence. We use clear gifs in our HTML-based emails to let us know which emails have been opened by recipients.  This allows us to gauge the effectiveness of certain communications and the effectiveness of our marketing campaigns. We tie the information gathered by clear gifs in emails to our customers’ Personal Information. If you would like to opt-out of these emails, please see “Opting Out and Unsubscribing”.


We partner with a third-party ad network to either display advertising on our Web site or to manage our advertising on other sites. Our ad network partner uses cookies and Web beacons to collect non-personal information about your activities on this and other Web sites to provide you targeted advertising based upon your interests.  If you wish to not have this information used for the purpose of serving you targeted ads, you may opt-out by clicking here: http://preferences.truste.com/ (or if located in the European Union, by clicking here: http://www.youronlinechoices.eu/). Please note this does not opt you out of being served advertising.  You will continue to receive generic ads.

Unsubscribe from Communications

You may unsubscribe from our marketing communications by clicking on the “unsubscribe” link located on the bottom of our e-mails, or by sending us email us at hello@orchestry.com or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy.

Contact Us

If you have any questions about this Privacy Policy or our treatment of the information you provide us, please write to us by email at hello@orchestry.com or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy.


We may amend this Privacy Policy from time to time. When there are changes to this Privacy Policy, we will update this page. The date on the bottom will always indicate when we last made changes.
Last Updated: July 28, 2020

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