Automation actions for Microsoft 365
AI summary
Lists the steps an automation can run against Microsoft 365, sorted into six groups: changing owners and members, adding or removing owners and members, changing settings and properties, restoring, deleting, and provisioning. Actions cover users, groups, teams, Viva Engage communities, Power Platform items, and SharePoint sites, lists, folders and files. You pick them when building a custom automation or changing a template.
These are the steps an automation can run against Microsoft 365Microsoft 365Microsoft 365 is the Microsoft cloud suite of Teams, SharePoint, OneDrive, Exchange and the Office apps.Read more, grouped by what they do. You pick them when you build a custom automation or change a template.
Change owners and members 19
Replace who owns or belongs to an object.
| Action | Description |
|---|---|
| Add or remove License for a User | This action adds a or removes licenses for a user account. |
| Add or remove a Group from a FlowFlowA flow is a Power Automate workflow, made of a trigger and actions, that runs a task automatically across apps and services.Read more | Add or remove a group from a Power Automate flow. |
| Add or remove a Group from a Group | Add or remove a group from a security groupSecurity groupA security group is a Microsoft Entra group that gives a set of users access to resources.Read more. |
| Add or remove a Group from a Power App | Add or remove a group from a Power App. |
| Add or remove a Group from a WorkspaceWorkspaceA Workspace is the top-level container in Rencore Governance. It holds the settings, users, roles and connected apps for exactly one Environment, the connected Microsoft 365 tenant.Read more | Add or remove a group from a PowerBIPower BIPower BI is the Microsoft service for reports and dashboards over business data.Read more workspace. |
| Add or remove a User from a Community | Add or remove a user from a Viva Engage CommunityViva Engage communityA Viva Engage community is a group in Viva Engage where people share posts, files and events around a team, project or interest.Read more. |
Show 13 more actions
| Action | Description |
|---|---|
| Add or remove a User from a Flow | Add or remove a user from a Power Automate flow. |
| Add or remove a User from a Group | Add or remove a user from a Microsoft Entra IDMicrosoft Entra IDMicrosoft Entra ID, formerly Azure Active Directory, is the Microsoft identity service behind every Microsoft 365 tenant.Read more group. |
| Add or remove a User from a Power App | Add or remove a user from a Power App. |
| Add or remove a User from a SharePoint group | Add or remove a User from a SharePoint group. |
| Add or remove a User from a Team | Add or remove a user from a Microsoft TeamsMicrosoft TeamsMicrosoft Teams is the Microsoft 365 app for chat, meetings and team collaboration.Read more team. |
| Add or remove a User from a Team Channel | Add or remove a user from a Microsoft Teams team channel. |
| Add or remove a User from a Workspace | Add or remove a user from a PowerBI workspace. |
| Remove a User from a SharePoint Site CollectionSite collectionA site collection is the top-level SharePoint container that holds a root site, its subsites, lists, libraries and files.Read more | Remove all direct access of a user to a site collection. |
| Remove a User from a Team | Remove a user from a Microsoft Teams team. |
| Update SharePoint site member role | Change the role of an existing site member to owner or member. |
| Update community member role | Change the role of an existing community member to admin or member. |
| Update group member role | Change the role of an existing Microsoft 365 groupMicrosoft 365 groupA Microsoft 365 Group is the membership object behind many Microsoft 365 workspaces.Read more member to owner or member. |
| Update team member role | Change the role of an existing team member to owner or member. |
Add or remove owners and members 17
Add people or groups to an object, or take them off it.
| Action | Description |
|---|---|
| Add or remove a SharePoint File Group with certain permission | Adds or removes a SharePoint File Group with certain permission. |
| Add or remove a SharePoint File User with certain permission | Adds or removes a SharePoint File User with certain permission. |
| Add or remove a SharePoint Folder Group with certain permission | Adds or removes a SharePoint Folder Group with certain permission. |
| Add or remove a SharePoint Folder User with certain permission | Adds or removes a SharePoint Folder User with certain permission. |
| Add or remove a SharePoint List Group with certain permission | Adds or removes a SharePoint List Group with certain permission. |
| Add or remove a SharePoint List User with certain permission | Adds or removes a SharePoint List User with certain permission. |
Show 11 more actions
| Action | Description |
|---|---|
| Add or remove a SharePoint Site Collection Administrator | Adds or removes a SharePoint Site Collection Administrator. |
| Add or remove a SharePoint Site Collection Group with certain permission | Adds or removes a SharePoint Site Collection Group with certain permission. |
| Add or remove a SharePoint Site Collection User with certain permission | Adds or removes a SharePoint Site Collection User with certain permission. |
| Add or remove a SharePoint Site Group with certain permission | Adds or removes a SharePoint Site Group with certain permission. |
| Add or remove a SharePoint Site User with certain permission | Adds or removes a SharePoint Site User with certain permission. |
| Add or remove group from/to a SharePoint File sharingSharing linkA sharing link is a link in SharePoint or OneDrive that grants access to a file or folder, sometimes to people outside your organization.Read more | Adds or removes groups from/to a SharePoint File sharing. |
| Add or remove user from/to a SharePoint File sharing | Adds or removes users from/to SharePoint File sharing. |
| Restore SharePoint File broken inheritancePermission inheritanceSharePoint sites, lists, folders and files inherit their permissions from their parent by default.Read more | Restores a SharePoint File broken inheritance. |
| Restore SharePoint Folder broken inheritance | Restores a SharePoint Folder broken inheritance. |
| Restore SharePoint List broken inheritance | Restores a SharePoint List broken inheritance. |
| Restore SharePoint Site broken inheritance | Restores a SharePoint Site broken inheritance. |
Change settings and properties 5
Update a property of an object, such as a label, a name or a setting.
| Action | Description |
|---|---|
| Change property of a Group | Change a property of a group. |
| Change property of a User | Change a property of a user. |
| Enable or disable a User account | Enable or disable a user account that is selected in this action. |
| Set Sensitivity LabelSensitivity labelA sensitivity label is a Microsoft Purview classification, such as Confidential or Internal, that an organization applies to content and to containers such as Teams and SharePoint sites.Read more for a M365 Group | Assign a sensitivity label to a M365 Group connected to a SharePoint Site. |
| Set visibility of a Group | Set the visibility of an M365 group to private or public. |
Restore 3
Bring back deleted objectsDeleted objectWhen you delete a user or a Microsoft 365 group, Microsoft Entra ID keeps it soft-deleted for 30 days.Read more or broken permission inheritance.
| Action | Description |
|---|---|
| Restore deleted Group | Restores deleted group. |
| Restore deleted Team | Restores deleted team. |
| Restore deleted User | Restores a recently deleted user object from deleted items. |
Delete 5
Delete objects, versions or accounts.
| Action | Description |
|---|---|
| Delete Community | Deletes a Viva Engage community along with its connected Microsoft 365 group and connected contents. |
| Delete Group | Deletes group. |
| Delete SharePoint Site Collection | Moves a SharePoint Site Collection to Site collection recycle bin. |
| Delete Team | Deletes teams. |
| Delete User | Deletes a Microsoft 365 user. |
Provisioning 1
Create new workspaces and objects.
| Action | Description |
|---|---|
| Provision Group | Create a Microsoft Group based on a template. |
Frequently asked questions
Which actions can automations run on Microsoft 365?
Which actions can automations run on Microsoft 365?50 actions, such as Add or remove License for a User, Add or remove a Group from a Flow, Add or remove a Group from a Group and 47 more.
How are the Microsoft 365 automation actions grouped?
How are the Microsoft 365 automation actions grouped?By category: Change owners and members, Add or remove owners and members, Change settings and properties, Restore, Delete and Provisioning.
What is an automation action?
One step an automation runs. An automation chains actions to act on the objects it finds.
Are there automation actions that work with every connector?
Yes. 7 general actions are not tied to one connector, such as Delay, Message and 5 more.
Which module includes the Microsoft 365 connector?
Which module includes the Microsoft 365 connector?The Microsoft 365 connector is part of the Digital Workplace module of Rencore Governance, which every Plan includes. The connector is generally available.