Microsoft 365 user onboarding

SECURITY  Refer to Microsoft 365 in Permissions.

NAVIGATION  Microsoft 365 > All Users > Create User

To learn about the Microsoft 365 Integration in Datto RMM, which this feature is part of, refer to Microsoft 365 Integration.

Overview

If you are looking for an alternative to user onboarding in Microsoft 365, this streamlined user onboarding flow offered directly through Datto RMM can facilitate technician efficiency, faster ticket resolution, and reduction in human error.

Key functionality

Microsoft 365 user onboarding in Datto RMM allows you to do the following:

  • Populate standard Microsoft 365 user information.
  • Assign roles and licenses.
  • View your license count and determine when licenses have run out.
  • Assign groups and view which teams and applications are associated with those groups.

Creating a new Microsoft 365 user in Datto RMM

Once the Microsoft 365 Integration is enabled in Datto RMM and tenants are synced, the All Tenants page and All Users page can be used to view Microsoft 365 data. Refer to Enable the Microsoft 365 Integration and Sync Microsoft 365 client tenants to Datto RMM.

You can easily access these pages from the Microsoft 365 menu in the left navigation menu.

Complete the following steps to create a new Microsoft 365 user from within Datto RMM:

  1. From the left navigation menu, navigate to Microsoft 365 > All Users.
  2. In the upper-right corner of the page, click Create User.
  3. In the User Details tab, fill in the standard user information. Refer to User Details. When finished, click one of the following options:

    • Create User and Close: Immediately create the user in Microsoft with a generated user ID, and return to the All Users page.

      • IMPORTANT  At this time, if you click this option, you will not be able to return to this form in Datto RMM to assign roles, licenses, and groups to this user.

    • Create User and Continue: Immediately create the user in Microsoft with a generated user ID, and proceed to the Roles & Licenses tab in the user creation process.

      • NOTE  If you click this option, you will be able to return to the User Details tab and make user data changes at any time during the user creation process.

    • Cancel: Return to the All Users page without saving any entered data or creating a new user.
  4. In the Roles & Licenses tab, add user roles and licenses as necessary. Refer to Roles & Licenses. When finished, click one of the following options:

    • Save and Close: Save any configured roles and licenses, and return to the All Users page.

      • IMPORTANT  At this time, if you click this option, you will not be able to return to this form in Datto RMM to assign groups to this user.

    • Save and Continue: Save any configured roles and licenses, and proceed to the Groups tab in the user creation process.

      • NOTE  Because license information is dynamically retrieved, any selected licenses will be added to the user account even if you close out of this page without saving.

  5. In the Groups tab, assign groups to the user as necessary. Refer to Groups. When finished, click one of the following options:

    • Save and Close or Save: Save any configured groups, complete the user creation process, and return to the All Users page. You will not be able to return to the user creation form after saving this page.

      • IMPORTANT  If you close out of this page without saving, any manually added groups will not be saved.

Create User tabs

The following fields are available to populate in this tab:

Field Description
Tenant
Tenant From the drop-down menu, select the synced client tenant you wish to add this new user to.
To learn how to manage client tenants in Datto RMM, refer to Sync Microsoft 365 client tenants to Datto RMM and All Tenants.
Identity
User Principal Name Enter the username you wish to create for this user, and select their domain from the drop-down menu. The username must be different from any existing username.
Click the Copy to clipboard icon to copy the full user principal name to your clipboard.
Mail Nickname If the Derive from user Principal Name toggle is turned on, this value is automatically populated by the entered user principal name. If the toggle is turned off, enter any mail nickname for this user.
Password Create a password for this user, which can be configured as temporary. Turn on the Require password change at next login toggle to prompt the user to change their password when they log in for the first time.

NOTE  The web interface will display password requirements and will not allow you to create the new user until the password is sufficient. The password cannot contain the user principal name.

You can use the icons to show/hide the entered password, automatically generate a password, or copy the password to your clipboard.
Display Name Enter a display name for this user.

NOTE  This field is searchable via global search. Refer to Global search.
First Name Enter this user's first name.
Last Name Enter this user's last name.
User Type From the drop-down menu, select Member or Guest as the type of Microsoft user.
Usage Location From the drop-down menu, select this user's location.
Mobile Phone Optionally, enter this user's mobile phone number.
Job Information
Optionally, enter and select this user's job details: title, company name, department, employee type, hire date, office location, and manager (who may already exist as a synced user).

Add Additional Information

Optionally, in this section, you can fill in the contact information of the new user.

To assign any number of roles and licenses to this user, click Add User Role and Add License, respectively. The panes to add roles and licenses open on the right side of the page. Click Add or Remove to add or remove roles and licenses as necessary.

NOTE  License information is retrieved live to ensure no conflicts are encountered during user creation. Upon adding a license, the license will be applied instantaneously to the user account.

To learn how to view license details for existing users or after new user creation, refer to Licenses in User details.

Dynamic groups may be assigned automatically based on rules configured in Microsoft. They are denoted by the Dynamic icon and cannot be removed via Datto RMM.

You can assign any number of groups manually by clicking Add Group. The pane to add groups opens on the right side of the page. Click Add or Remove to add or remove groups as necessary.

Once a group is added, you can click Show Details to view the group creation date, members, applications, team channels, and SharePoint sites.

To learn how to view group details for existing users or after new user creation, refer to Groups in User details.