Why We Use Terms

SharePoint provides the ability to target content using Audiences. While useful, Audiences present several challenges:

• ❌ Not always easy to configure
• 💰 May require premium Entra ID licenses
• 🔒 Can be inflexible
• 📉 Do not support tracking
• ⏱️ Membership cannot be quickly queried
• ⚠️ Content cannot be designated as mandatory or optional for reading

✅ How Compliance Tracker 365 Improves Targeting

Compliance Tracker 365 addresses these limitations by using Terms to target content to people.

• When a person’s profile terms match the terms assigned to content, that content is flagged for their attention.
• This approach is both flexible and scalable, allowing content managers to update terms and profile memberships as needed.

👥 Flexible Targeting Options

Individuals can be associated with profile terms:

• Directly
• Through groups
• Via profile properties

This makes targeting more precise and adaptable, ensuring the right content reaches the right audience.