Automate365
Provision Microsoft 365 resources (sites, teams, planners, more) at scale using templates and automations.
By Isabel and 1 other2 authors63 articles
- Understanding templates in Automate365
- Create a blank template
- Create a template from an existing workspace
- Create a template by duplicating another template
- Define template structure and content
- Configuring Hub Site Association in templates
- Using Dynamic Content in your templates
- Understanding template catalogs
- Manage templates
- Edit a template
- Copy a template to another workspace
- Delete a template
- Provisioning a BindTuning Template: A comprehensive guide
- How "Overwrite" affects existing workspaces during Template installation
- Overcome Microsoft 365 Learning Pathways challenges with the Learning Portal Template
- Required permissions for using BindTuning Intranet products in Automate365 Templates
- Understanding Policies in Automate365
- Create a reusable policy
- Create a template-specific Policy
- Naming Convention Policies
- Blocked Words Policies
- External Sharing Policies
- Group Policies
- Teams Policies
- Set Sensitivity Labels in a template
- Set Retention Labels in a template
- Set Privacy in a template
- Set Membership and Ownership in a template
- Manage reusable Policies
- Manage template-specific Policies
- Understanding Automations in Automate365
- Automation types
- Understanding Connections
- List of connection types
- Connect with API
- Connect to Jira
- Connect to ServiceNow
- Connect to SharePoint
- Manage connections
- Configure API Key authentication in ServiceNow
- Set up OAuth with inbound REST in ServiceNow
- Set trigger conditions
- Supported field types for trigger conditions
- Configure an automation's target workspace
- Communicate automation results with Callbacks
- Manage Automations
- Monitor automation execution (run history)
- Understanding Approvals in Automate365
- Create a reusable Approval Flow
- Create a template-specific Approval Flow
- Manage reusable Approval Flows
- Manage template-specific Approval Flows
- Requesting a workspace with approvals (end-user)
- Approving a workspace request (approver)
- Managing pending approvals (admin)