Microsoft: User Onboarding Crate
What does the Microsoft: User Onboarding Crate do?
The Microsoft: User Onboarding Crate automates the user onboarding process by streamlining account creation, group assignments, licensing, and additional configurations across Microsoft Entra ID, formerly known as Azure AD, and on-premises Active Directory.
Ensure that new employees or contractors are provisioned accurately and consistently based on predefined policies, integrating seamlessly with PSA, RMM, documentation, and licensing systems.
Why use the Microsoft: User Onboarding Crate?
This Crate is ideal for MSPs and IT teams managing Microsoft environments.
Standardized onboarding: Automates user creation, group assignments, and licensing
Multi-environment support: Configures On-Prem AD, Azure AD, or Hybrid environments
License and group management: Assigns Microsoft 365 licenses, security groups, and shared mailboxes
Security and compliance: enforces password policies, role-based access, and MFA registration
Automated documentation: logs user details in PSA (Professional Services Automation) and external documentation platforms
Automated ticketing: creates or updates tickets or sends emails
Approval workflow: Requires manual approval before provisioning users
Supported configurations
Crate prerequisites
Before unpacking the Microsoft: User Onboarding Crate, make sure that the following requirements are met.
Required integrations
The Microsoft Cloud integration bundle must be set up first. This enables Microsoft Graph API access for Azure AD and M365 provisioning.
For Active Directory setup, you’ll need to first set up your RMM integration, or Agent Smith. This is optional.
PSA Integration must be setup. This is required for automated ticket creation and ticket updates. This is optional.
Documentation Integrations must be set up if you wish to create documentation in your knowledge base. This is optional.
Licensing integrations should be completed if you wish to set up automated license purchases. Configure Pax8, Ingram Micro, Sherweb, or Synnex. This is optional.
Recommended organizational variable configuration
If not set, your organization's default settings will be applied.
primary_identity_provider
Specifies whether users are created in On-Prem AD, Azure AD, or Hybrid mode.
microsoft_licensing_distributor
Determines the license distributor for M365 purchases or whether to use the manual process.
To update organizational variables, follow this guide.
For a complete list of required variables, refer to the Context & Organizational Variables Reference.
Unpack the Crate
Navigate to Crates > Marketplace in the left side menu of the Rewst platform.
Search for
Microsoft: User Onboarding.
Click on the Crate to open the details page.
Click Unpack Crate, then Continue.
If you wish, update the workflow name.
Add time saved.
Click Unpack to install the workflows, triggers, and forms. A dialog will appear with the in-progress Crate unpacking. Note that this is a large Crate, and the process may take a few minutes.
Access the form
Once the Crate is unpacked, use the onboarding form to create users.
Navigate to Automations > Forms.
Search for
[Crate] Microsoft: User Onboarding.Click ⋮ > Usages.
Click View Direct URLs to open the form link for a specific organization.
Onboarding Workflows, triggers, forms, scripts, and templates
This section provides a detailed list of all workflows, triggers, forms, scripts, and templates included in the Microsoft: User Onboarding Crate.
Migration guide: Moving from a previous onboarding Crate
☝️If you’re using a previous version of the onboarding workflow, follow these migration steps below. If this is your first time using this Crate, this information isn't relevant to you.
🚀 Got an idea for a new Crate? Rewst is constantly adding new Crates to our Crate Marketplace. Submit your idea or upvote existing ideas here in our Canny feedback collector.
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