Microsoft Loop is an innovative platform that takes team communication and collaboration to the next level, but the activation can be tricky.

Loop enables efficient real-time work, regardless of time and location. Featuring user-friendly functions and customization options, Microsoft Loop is the ideal solution for teams of any size looking to enhance their productivity and collaboration. It is a new app that combines a powerful and flexible canvas with portable components that remain in sync and move freely across Microsoft 365 apps.

*Note: To activate Microsoft Loop, you need a Microsoft 365 licence. A ‘simple’ Office 365 licence is not sufficient.

Why enable Loop?

Loop enables your team to work together seamlessly, even in remote and hybrid work environments. Create and share Loop components – portable content that is synchronised and available in Microsoft Teams, Outlook, Word for the web, Whiteboard and the Loop app. These components are always up to date, regardless of where they are shared, and can be edited directly in the respective applications. The Loop app itself allows your teams to bundle all the resources needed for a project in one place to think, plan and create together.

Microsoft Loop Activation for Your Organization

  • Create an Azure Active Directory (Azure AD) security group that contains all users in your organisation that you want to grant access to the Loop app during the public preview.

  • To enable the Loop app, sign in to the Microsoft 365 Apps admin centre and create a cloud policy configuration that is restricted to the AAD security group you created above.

  • Wait about an hour for the policy to propagate, and sign in to Loop!

  • Make sure your firewall rules allow all the relevant services.

Step 1: Creating a Security Group

There are two ways to create the group. You can create a dynamic security group that can be populated with user accounts via queries, or you can create a static security group that you, the IT administrator, manually populate. You can find more information in this Microsoft article.

Create a Static Security Group:
  1. In the Microsoft 365 Admin Center, go to Groups.
  2. On the groups page, select add a group.
  3. On the choose group type page, select security.
  4. Follow the steps to complete the group creation.
Add members to the static security group:
  1. On the Groups page, select the name of the security group.
  2. On the Members tab, choose View all and manage members.
  3. In the group area, select Add members and select the person from the list or start typing the person’s name.

Step 2: Creating a Policy Configuration

1. Sign in to https://config.office.com with your administrator account and select Customisation > Policy Management > Create to create a new policy configuration in your tenant. You can name the policy anything you like. In the following example, we have named it ‘Loop Policy’:

2. Define Scope: Select the policy configuration you just created in the specified group. Now assign a security group to the user for whom you want to enable the Loop app. In the following example, we used the Loop app security group we created earlier.
Note: Each policy configuration can only be assigned to one group, and each group can only be assigned one policy configuration.

Microsoft Loop scope selection, group can be assigned to a scope

3. Configure the policies for the Loop app. The following entries should be activated to ensure that the Loop app works smoothly in the tenant.

Microsoft Loop policy settings, the 4th column shows whether the policy is configured

The following table lists the required policies that need to be configured/activated. Depending on how Loop will be used in your workflow, it can integrate with various platforms such as Figma, Jira, GitHub, Azure, and Trello. It is important to note that specific policies should be enabled for effective collaboration between these tools. This ensures that all processes run smoothly and efficiently, ultimately leading to improved productivity.

Loop Policies
Create and display loop workspaces in Loop
Import, view and edit items from apps that are integrated with Loop
Import, view and edit Azure DevOps items from Loop
Import, view and edit GitHub items from Loop
Import, view and edit Jira issues from Loop
Set up and execute automation rules in Loop via the Power Automate integration
Import, view and edit Trello boards from a Loop
Removing Figma file and prototype links as embeds in Loop pages
View and edit surveys with the survey loop component
Create and view whiteboard files in Microsoft apps that support Loop
Enable the preview features for Loop
Allow users to send feedback to Microsoft

Once you have configured the guidelines, this rule should be saved. It can then take up to an hour for the settings to take effect, after which you can access the page: https://loop.microsoft.com/

When loop is activated, you see the Loop app!

Should you require assistance with the implementation, please do not hesitate to contact us. Our team of experts is happy to support you with your concerns and find a customised solution for your needs.

netx consult goes Microsoft Loop