Recommendations Overview

Last updated: April 1, 2026

The recommendations engine in Orchestry is designed to provide you insights into the health of your Microsoft 365 tenant. You can use recommendations to help plan and prioritize the work required to implement better security, guest management, reclaim cloud storage and more.

Click here to read the announcement on our blog.

Orchestry Recommendations and Custom Recommendations

You can leverage Orchestry-provided recommendations and your own custom recommendations to ensure your M365 tenant is operating at it's very best.

The Source column will tell you whether a given recommendation is provided by Orchestry or custom:

Orchestry Recommendations

These are recommendations powered by Orchestry, and include information such as recommended actions, why you should care, and links to resources to learn more.

These are dynamic recommendations that can be opened and closed based on recent changes to your tenant detected during our overnight ETL scan.

See the full of list of Orchestry-provided recommendations, check out this article.

Custom Recommendations

Custom recommendations can be created by Orchestry admins and Health Check Reviewers. These are static recommendations, which means they are not affected by changes to your tenant and must be managed manually.

Orchestry Recommendations Vs. Custom Recommendations

The table below highlights the key differences between Orchestry-powered recommendations and your own custom recommendations.

	Orchestry Recommendations	Custom Recommendations
Association with Insights reports	Yes, some	No
Included in Health Check reports	Yes	Yes; can be added
Can be edited	No	Yes
Can be deleted	No	Yes
Can be resolved	Yes	Yes
Can be snoozed temporarily or permanently	Yes	Yes
Automatically opened or resolved based on recent scan of tenant	Yes	No

Other Recommendations Articles

Learn more about Recommendations from the articles listed below:

Available Recommendations	A list of all recommendations in Orchestry to date, organized by 'priority' status.
Reviewing Open Recommendations	Learn about the 'Open' recommendations tab, such as the user interface and workflow
Reviewing Snoozed Recommendations	Learn about the 'Snoozed' recommendations tab, such as the user interface and workflow
Reviewing Resolved Recommendations	Learn about the 'Resolved' recommendations tab, such as the user interface and workflow
How to Resolve a Recommendation	Learn how to resolve a recommendation, and what happens.
How to Snooze and Un-Snooze a Recommendation	Learn how to snooze a recommendation and what happens.
How to Create Custom Recommendations	Learn how to create custom recommendations
Recommendation Settings	Learn about the setting page for Recommendations, such as adding a company logo to custom recommendations.