Enable Sync with Insights for Education Leaders

Important

If you are currently using School Data Sync (Classic) you need to plan for your transition to the new SDS experience to utilize the feature.

Set up SDS for Microsoft 365 Education Tenant

  • Microsoft 365 Education tenant
  • Need Global Administrator Permissions
  1. Set up your Inbound data flow in SDS:
  1. Review the results of your Inbound flow run in SDS to determine data health:
  • Health and Monitoring

  • If needed, fix any errors and warnings identified in the source system and wait for the next run to complete.

Step 3: Enable Sync with Insights for Education Leaders (see following steps)

Enabling Sync with Insights for Education Leaders

  1. On the Home page, under Top actions, select Enable Sync with Insights for Education Leaders. You'll see a fly-out window.

    Screenshots shows top action for Sync to Insights for Education Leaders.

    Screenshots shows fly-out panel for Sync to Insights for Education Leaders.

  2. Toggle the Turn on Sync with Insights for Education Leaders to ‘On’.

    Screenshot that shows toggle on.

  3. Select Save preferences.

    Screenshot that shows processing message to turn on.

  4. Once Sync with Insights for Education Leaders request is acknowledged, you'll see a confirmation.

    Note

    Wait for the next run complete before you'll be able to see your data available in Insights for Education Leaders experiences.

    Screenshot that shows processing complete to turn on.

  5. Select the ‘X’ on the top of the fly-out to close and return to the Home page.

    Screenshot that shows home page.

You'll notice a new card under the Microsoft 365 Services section titled ‘Insights for Education Leaders'.

Disabling Sync with Insights for Education Leaders

  1. On the Home page, under Microsoft 365 Services section, on the card titled ‘Microsoft 365 Services Management actions’ select the'Insights for Education Leaders' button. You'll see a fly-out window.

    Screenshot that shows Insights for Education Leaders button.

    Screenshot that shows fly-out panel to disable Insights for Education Leaders.

  2. Toggle the Turn off Sync with Insights for Education Leaders to ‘Off’.

    Screenshot that shows toggle off.

  3. Select Delete preferences.

    Screenshot that shows processing complete to turn off.

  4. Once Sync to Insights for Education Leaders request is acknowledged, you'll see a confirmation.

    Screenshot that shows processing is complete to turn off.

  5. Select the ‘X’ on the top of the fly-out to close and return to the Home page.

You'll notice the card under the Microsoft 365 Services section titled ‘Insights for Education Leaders’ is no longer shown.

Note

You'll see the Top action card appear again once the services are no longer enabled.

Screenshot that shows top action card available again.