Document M365 Environment Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the Document M365 Environment Crate do?

The Document M365 Environment Crate fetches user details from the Microsoft 365 API and documents this information in your documentation tool. It records details such as licenses, total users, and disabled, enabled, synced uses, as well as all members of privileged groups. The Crate ensures that all changes are recorded as part of the version history. Improve reporting accuracy, save time through automated documentation, and aid troubleshooting with readily available group information.

Crate prerequisites

Before using this automation:

• Ensure that you have an existing Microsoft 365 account

• Your IT Glue, SyncMonkey, or Hudu integration must be set up

Unpack the Document M365 Environment Crate

1. Navigate to Crates > Crate Marketplace in the Rewst platform.

2. Search for Document M365 Environment.

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Note that you have the option under the Cron Job accordion menu to activate the Crate for all future organizations in addition to the current one. Current org-only is the default. You may also set activation to certain tags, trigger criteria, or for integration overrides.

7. Click Unpack.

Test the Crate

To test this Crate, you'll need to adjust the cron trigger's schedule to a few minutes in the future, then adjust it back to your regular schedule after the test. Alternatively, you could wait until the regularly scheduled run occurs and check your result, which would not require you to update the cron trigger schedule. The cron trigger for this Crate is set to trigger daily at 8:20 PM (UTC).

1. Navigate to Automations > Workflows.

2. Search for [REWST - CRATE] Docs: Document M365 Environment .

3. Click on the workflow to open it in the workflow builder.

4. Click to Edit Trigger.

5. Adjust the cron trigger's schedule to five minutes from your current time. The workflow will run on its own then. A fresh documentation record will appear in your documentation tool if the workflow is successful.

6. Re-adjust the time of the cron trigger to when you would like it to routinely run.

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