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Microsoft 365 Operations

ZAI provides Microsoft 365 management capabilities through workflows and information queries via the chat interface.

How M365 Management Works

ZAI interacts with Microsoft 365 in two ways:

1. Information Queries (via Chat)

The chat interface can query M365 data:

Query What It Returns
List users User names, emails, job titles, status
Get user licenses Licenses assigned to a specific user
List all licenses All license SKUs with usage counts
Tenant details Tenant configuration information
SharePoint quota Storage usage information
Defender status Security configuration status
MFA status Multi-factor authentication methods for a user
Mailbox settings Forwarding, out-of-office, and mailbox type
OneDrive usage Storage consumption for a user
Sign-in activity Recent sign-in history and last sign-in date
Conditional access policies Active CA policies in the tenant
Deleted users Recently deleted user accounts
Distribution lists Distribution groups and membership
Exchange settings Exchange Online configuration
Mail-enabled security groups Security groups that can receive email
Security alerts Active security alerts from Microsoft 365
Shared mailboxes Shared mailboxes and their delegates
User devices Devices registered to a user

2. Integration Actions (via Chat)

ZAI can execute M365 management actions directly from the chat using inline action cards. The AI proposes actions and you approve them before execution. See Integration Actions for the full list.

Operation Action
Disable/enable user Inline action
Reset password Inline action
Reset MFA Inline action
Assign/remove license Inline action
Add/remove from group Inline action
Configure forwarding Inline action
Set out of office Inline action
Offboard user Inline action

3. Management Actions (via Workflows)

M365 operations can also be performed through workflows for more complex multi-step processes:

Operation Requires Workflow
Create user Yes
Custom onboarding sequences Yes
Multi-step provisioning Yes

Querying M365 Data

List Users

See users in a tenant:

List users

Returns up to 50 users with: - Display name - Email address - Job title - Department - Account status (enabled/disabled)

Check User Licenses

See what licenses a user has:

What licenses does john.doe@company.com have?

View Available Licenses

See all licenses in the tenant:

Show all licenses

Returns for each license SKU: - License name - Total units purchased - Units in use - Units available

Running M365 Workflows

To perform actions like creating users or resetting passwords, you run workflows.

Example: Run a User Creation Workflow

Run the new user workflow

The bot will: 1. Find matching workflows 2. Prompt you for required parameters 3. Execute the workflow 4. Return results

Common M365 Workflows

Depending on what workflows your organisation has configured, you might have:

  • New user onboarding
  • User offboarding
  • Password reset
  • License assignment
  • Group membership management

To see available workflows:

Search for workflows

Multi-Tenant Support

ZAI can manage multiple M365 tenants. When working from a ConnectWise ticket, the correct tenant is automatically selected based on the client.

Permissions

M365 operations require appropriate permissions configured via GDAP (Granular Delegated Admin Privileges). Contact your administrator if operations fail due to permission errors.

Next Steps