An Overview of Customer Lockbox
An Overview of Customer Lockbox

In this course, you will gain an understanding of what Customer Lockbox is, what it offers, and how it’s used.  

Learning Objectives

  • What Customer Lockbox is and what it’s used for as well as what licensing is required for using Lockbox
  • How to enable Customer Lockbox, how to create Customer Lockbox requests, and how to manage those requests
  • What goes into auditing Customer Lockbox requests

Intended Audience

This course is intended for those who wish to learn about Customer Lockbox. 


A general familiarity with the Microsoft 365 Admin Portal.



Hello and welcome to Customer Lockbox. 

As you would expect, Microsoft engineers are often called upon to troubleshoot and fix issues with various Microsoft 365 services and offerings. While they can usually fix such issues using their telemetry and debugging tools, there are times where a Microsoft engineer needs to access your content to troubleshoot an issue. This is where Customer Lockbox fits in.

Customer Lockbox requires the engineer to request access to your content as a step in the troubleshooting workflow. In other words, Customer Lockbox allows you to approve or deny any request to access your organization’s content. This ensures that Microsoft can't access your content to perform troubleshooting operations unless you’ve provided explicit approval. 

I should mention that Customer Lockbox supports requests to access data in Exchange Online, SharePoint Online, and OneDrive for Business. To use Customer Lockbox, you need one of the licenses that you see on your screen.

In the next lesson, I’ll explain the process for creating a Customer Lockbox request.

About the Author
Learning Paths

Tom is a 25+ year veteran of the IT industry, having worked in environments as large as 40k seats and as small as 50 seats. Throughout the course of a long an interesting career, he has built an in-depth skillset that spans numerous IT disciplines. Tom has designed and architected small, large, and global IT solutions.

In addition to the Cloud Platform and Infrastructure MCSE certification, Tom also carries several other Microsoft certifications. His ability to see things from a strategic perspective allows Tom to architect solutions that closely align with business needs.

In his spare time, Tom enjoys camping, fishing, and playing poker.