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M365 Integration Actions

ZAI can execute Microsoft 365 management actions directly from the chat interface. Instead of switching to a separate admin portal, technicians can approve and run actions inline while working on a ticket.

How It Works

  1. You describe what you need in the chat (e.g. "reset this user's password")
  2. ZAI proposes the appropriate action as an inline action card
  3. You review the parameters and click Approve or Reject
  4. The action executes and the result is shown in the chat

Inline action card Screenshot: An inline action card proposing a password reset

Tip

Actions are always proposed — never executed automatically. You always have the chance to review before anything runs.

Available Actions

Account Management

Action Description
Disable User Disables a user's sign-in, blocking access to all M365 services
Enable User Re-enables a previously disabled user account
Reset Password Generates a new temporary password for the user
Reset MFA Clears multi-factor authentication methods, requiring the user to re-register
Revoke Sessions Immediately invalidates all active sessions and refresh tokens

License Management

Action Description
Assign License Assigns a license SKU to a user
Remove License Removes a license SKU from a user

Group Management

Action Description
Add to Group Adds a user to a security or distribution group
Remove from Group Removes a user from a group

Mail Management

Action Description
Configure Forwarding Sets up email forwarding to another address
Remove All Forwarding Clears all forwarding rules from a mailbox
Set Out of Office Configures an automatic reply message
Convert to Shared Mailbox Converts a user mailbox to a shared mailbox
Add Mailbox Permission Grants Full Access or Send on Behalf permission
Remove Mailbox Permission Removes mailbox permissions
Add Send As Permission Grants Send As permission on a mailbox
Remove Send As Permission Removes Send As permission

Composite Actions

Action Description
Offboard User Runs a full offboarding sequence: disable account, revoke sessions, reset MFA, remove all licenses, remove from all groups, remove forwarding, and set out-of-office message

Warning

The Offboard User action is irreversible in aggregate. While individual steps can be undone manually, the action runs all steps in sequence. Review the parameters carefully before approving.

Using Actions in Chat

You can request actions naturally in conversation:

Reset the password for john.doe@company.com
Disable this user's account and set an out of office message
Offboard this user

ZAI will identify the correct action(s) and present them as inline cards with the relevant parameters pre-filled from the conversation context.

Action Card Controls

Each action card shows:

  • Action name and description
  • Parameters that will be used (e.g. target user, new password)
  • Approve button to execute the action
  • Reject button to cancel

After execution, the card updates to show the result — success or failure with details.

Permissions

Integration actions require the appropriate GDAP permissions to be configured for the target tenant. If an action fails due to insufficient permissions, the error message will indicate which permission is missing.

Next Steps