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Contact usCompliance Tracker 365 (CT365) is a SharePoint Online and Microsoft Teams solution that connects important pages and documents with the people they apply to. It supports acknowledgement, quizzes, feedback and automatic tracking, then reports completed and outstanding requirements.
CT365 is for organisations that manage important information in SharePoint pages or document libraries. Employees get a personalised view of the content and requirements relevant to them. Content owners can target information using business terms, while managers and compliance teams can review completion and the evidence captured.
Important pages and documents are tagged for mandatory or optional reading using business-relevant terms. People are connected with the same terms through managed or personal profiles, so CT365 can show each person the content and requirements that apply to them.
Managed profiles can be created from Microsoft Entra ID security groups, distribution groups, Microsoft 365 groups, profile properties or individual assignments. A Power Automate solution can help maintain profiles as people change roles. Personal profiles can also be created from attributes such as name, department, office, email address or job title when a person first uses My Reads or a tracker.
Basic tracker types include Hidden, Automatic and Read. Advanced tracker types include Feedback and Quiz. Choose the type that matches the interaction and evidence required for the content.
A View is captured when a person visits targeted content. A Read is captured when a person acknowledges that they have read the content. Quiz and Feedback trackers capture their own interaction and outcome data, so reports can distinguish different kinds of evidence.
Yes. CT365 reports who viewed or completed targeted content and when the activity occurred. Unlike general SharePoint analytics, CT365 focuses on the people the requirement applies to and distinguishes views from completion evidence.
Yes, although broad targeting can produce large reports. For organisation-wide requirements, use a purposeful term such as “All Staff” and assign it through an appropriate group. Hidden tracking can be used where background view reporting is required without a visible completion interaction.
Yes. CT365 supports guest accounts as well as standard users, including targeted and tracked quizzes for guests.
Yes. CT365 can target and track both SharePoint pages and documents. Documents must be opened through the My Reads web part for their reads and views to be recorded.
The My Reads and Tracker web parts can be localised for different languages or business terminology. The app is installed into an English-language site collection, after which regional and locale settings can be changed.
Licensing depends on the number of active profiles, the tracker types used and the deployment scope. Because plans and pricing can change, review the current CT365 plans in Microsoft AppSource or contact us for a quote.
Licence requirements are based on active profiles. CT365 considers managed profiles with assigned terms and personal profiles that have accessed the site within the relevant calculation period. Review the current licensing documentation or contact us if you need help confirming your scope.
Yes. Book a CT365 demonstration to see the product in action.
Download Compliance Tracker 365 from Microsoft AppSource.
Purchase a licence through Microsoft AppSource, or contact us to discuss your requirements and request a quote.
Yes, although some deployment steps require tenant administrator permissions. The app is installed from Microsoft AppSource, and the CT365 Management Solution is available through the deployment documentation. The SharePoint API must also be configured for the target site. Contact us if you would like assistance.
The requirements documentation lists the current prerequisites. At a minimum, you need SharePoint Online with the pages or documents you want to target.
Yes. Product and deployment guidance is available on the CT365 documentation site.
No. Compliance Tracker 365 is designed for SharePoint Online.
Use the contact form to submit a support request.
No additional external application infrastructure is required. CT365 is designed to run with Microsoft 365 services.
CT365 product data is stored in the SharePoint site where the solution is deployed.
Yes. The PnP Modern Search integration can display targeting terms and read status in PnP Modern Search results.
Each person can have up to 75 terms for the PnP Modern Search extension. Because one term can apply to many pages or documents, purposeful business terms normally provide sufficient coverage.
The app can be deployed quickly once a tenant administrator is available. A trial can begin with the app installation, with API and Power Automate configuration completed as required for the chosen scenario.