Automations for Microsoft 365
AI summary
Microsoft 365 automation templates are grouped into clean-up, reviews and adoption. They run when a policy finds a violation, on a schedule or when you start them, so nobody has to handle each item by hand. Examples include disabling inactive external user accounts, deleting a group with or without approval, and emailing Loop component creators about where components are stored.
These are the automation templatesAutomationAn automation is a workflow Rencore Governance runs on inventory objects when a trigger fires.Read more for Microsoft 365Microsoft 365Microsoft 365 is the Microsoft cloud suite of Teams, SharePoint, OneDrive, Exchange and the Office apps.Read more, grouped by what they help with. An automation runsAutomation batchAn automation batch is the group of automation runs that started from the same trigger at the same time.Read more when a policy finds a violation, on a schedule or when you start it, and carries out its steps without anyone clicking through each item.
See the Microsoft 365 inventory reference for the objects these templates work on.
Clean-up 1
Inactive, empty, ownerless or outdated objects you can archive or delete.
| Automation | Description | Applies to |
|---|---|---|
| Disable inactive external userExternal userAn external user is an account whose home tenant belongs to another organization, invited into your tenant to work with you.Read more accounts | Automatically disables external user accounts for users that have not signed in for more than 6 month. | — |
Reviews 2
Steps that run during or after an owner review.
| Automation | Description | Applies to |
|---|---|---|
| Delete Group | Permanently deletes a Microsoft 365 GroupMicrosoft 365 groupA Microsoft 365 Group is the membership object behind many Microsoft 365 workspaces.Read more. | — |
| Delete Group (with Approval) | Permanently deletes a Microsoft 365 Group, but only after an explicit approval has been granted. | — |
Adoption 1
How well people use the tools you have rolled out.
| Automation | Description | Applies to |
|---|---|---|
| Notify users using Microsoft Loop Teams components about the technical implications | With this automation, users who create Microsoft Loop components will receive an email informing them about where the… Full descriptionWith this automation, users who create Microsoft Loop components will receive an email informing them about where the components are stored and what happens if someone deletes them. | — |
Frequently asked questions
How many automation templates does Rencore Governance provide for Microsoft 365?
How many automation templates does Rencore Governance provide for Microsoft 365?4 automation templates, such as Disable inactive external user accounts, Notify users using Microsoft Loop Teams components about the technical implications and 2 more.
How are the Microsoft 365 automations grouped?
How are the Microsoft 365 automations grouped?By category: Clean-up, Reviews and Adoption.
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.