IT Service Management AI agent collection Manage Microsoft 365 group members agentic workflow
Summarize
Summary of IT Service Management AI Agent Collection: Manage Microsoft 365 Group Members Agentic Workflow
The Manage Microsoft 365 group members agentic workflow enables users to add or remove members from a Microsoft 365 email distribution list. This functionality is accessible through the Microsoft 365 group membership AI agent, which requires the installation of the Microsoft Entra ID spoke.
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Key Features
- Approval Process: To implement an approval process for adding or removing users, set the
snitsmaia.office365groupmemberapproval.requiredproperty to true and specify the group ID for approvals. - Manual Invocation: The workflow does not have a trigger and must be manually invoked.
- Modification: Users can duplicate and modify the workflow settings as needed, ensuring to update all instructions accordingly.
- AI Agent Activation: Ensure the status field for the AI agent is enabled for it to function properly.
Key Outcomes
By utilizing this agentic workflow, customers can efficiently manage Microsoft 365 group memberships, streamline communication processes, and ensure that membership changes are tracked and approved as needed. Notifications are sent to human agents upon changes, allowing for timely task completion.
Use the Microsoft 365 group membership AI agent to manage users in the Microsoft 365 email distribution list.
Manage Microsoft 365 group members agentic workflow overview
Using the Manage Microsoft 365 group members agentic workflow, add or remove names and their email address from the Microsoft 365 email distribution list.
- To enable the Manage Microsoft 365 group members agentic workflow, you must install the Microsoft Entra ID spoke. For more information, see Microsoft Entra ID Spoke (formerly Microsoft Azure Active Directory spoke).
- After you add or remove users to the group using the Microsoft 365 agentic workflow, follow the instructions listed in the table.
If Do this You want the workflow output of adding or removing users to go through an approval process. - Add the sn_itsm_aia.office_365_group_member_approval.required system property.Note:This property is set to true by default.
- Add the sn_itsm_aia.office_365_group_member_approval.group_id system property.
- Add the sys_id of the group that you want to use for approvals as the value of the sn_itsm_aia.office_365_group_member_approval.group_id system property.
- Add users that you'd like to approve the output for this agentic workflow in the Office 365 Approval group.
You don’t want the workflow output of adding or removing users to go through an approval process. Set the sn_itsm_aia.office_365_group_member_approval.required system property to false. - Add the sn_itsm_aia.office_365_group_member_approval.required system property.
To modify the Manage Microsoft 365 group members agentic workflow, duplicate it, and adjust the settings according to your requirements.
Manage Microsoft 365 group members
Autonomously manage adding and removing users in a Microsoft 365 email distribution list.
- Navigate to .
- Select Manage Microsoft 365 group members.
AI agents used in the Manage Microsoft 365 group members agentic workflow
The Microsoft 365 group membership AI agent is used to look up Microsoft 365 groups and add or remove members from the email distribution list.
Add or remove group members in a Microsoft 365 group
- Review the information in the Describe and connect screen and in the Define trigger screen, make the necessary updates, and then select Save and Continue.
- In the Select display screen:
- Choose where you want the agentic workflow output to be displayed.
- Use the arrow next to it to add roles that can access the agentic workflow.Note:The itil role is added by default. You can change the role for the agent. If you change the role, you must also change the role in the following three flow and flow action ACLs:
- sn_itsm_aia.look_up_group
- sn_itsm_aia.look_up_user
- sn_itsm_aia.manage_office_365_group_member
- Select Save and test.
The agent executes the request for the agentic workflow.
In the AI Agent Studio, the human agent gets notified as soon as one or more users are added or removed so that they can follow the on-screen instructions and complete the task. For more information, see Request the generative AI capabilities in ITSM by using the Now Assist panel.