Document M365 Environment Setup


The "Document M365 Environment" crate is a handy automation tool designed to streamline the documentation of all related information to the Microsoft 365 environment. It records details such as total users, disabled, enabled, synced, licenced etc as well as all members of priveleged groups - ensuring that all changes are recorded as part of the version history.

The purpose of this crate is to automate the process of the M365 environment, auditing, reporting, and overall IT administration. The automation benefits include improved reporting accuracy, time-saving through automated documentation, and easy troubleshooting with readily available group information. Out of date documentation provided little benefit, so this ensures that automated documentation is constantly dynamically updated.

Before using this automation, ensure you have an existing Microsoft 365 account and your ITGlue or Hudu integration is set up.

What Does the Automation Do?

The automation fetches user details from the Microsoft 365 API and documents this information on your ITGlue platform.

The benefits include:

  • Automated documentation saving you considerable time.

  • Enhanced internal reporting and auditing with systematically documented user information.

  • Easy troubleshooting due to readily available user data.


This automation is compatible with ITGlue at the moment, and we are actively working on integrating it with Hudu.

If your system or platform is not on this list, please let us know. We'll explore whether it can integrate with our crate.

Automation Steps

  1. The automation fetches various details from integrations such as MS Graph.

  2. The information is then updated, or creates a new flexible asset and uses a HTML table to insert the information in a nice-to-look-at way.

Getting Started

Step 1: Ensure that you have the Microsoft Graph, Exchange Online and ITG integrations set up and configured, which you can get to via the below links

Microsoft Graph


Step 2: Unpack the crate in the marketplace. Find the crate titled "Document M365 Groups V2". You can also find the crate by clicking here


Genuinely, if you like this crate and have followed these instructions to get it up and running, we'd love to hear from you! We're always looking for feedback on how we can improve our crates, so please click me and let us know what you think! If you'd like to only say thanks, that's cool too! You can click me instead and we'll send an awesome gif to our internal slack channel! 😁

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