Please checkout Part I if you landed directly on this page.
This post is a continuation how to Forms and Power Automate can be used to create an approval workflow to automatically provision a Team. We will see the user’s experience here.
When user submits the Microsoft Form, the approver gets an email.
In my scenario, I’m using a service account called ‘Teams admin’ and I can see the email as below,
In the Outlook.office.com, the approver can directly click on ‘Approve’ or ‘Reject’ and also add comments if they wish to.
Once approved, the rest of the flow runs and at the end the user gets an email confirming the Team creation.
User can also launch Teams and check that he is part of the new Team that was created.
As you can see the ‘Teams admin’ service account is also a owner in the Team it created. This might become an issue during compliance audits and this can be fixed by adding a step in Power Automate with a HTTP request.
The HTTP request option is a premium feature and hence no screenshot here.
Teams has become more popular in the recent work from home era and the list of features it offers are great and no doubt about it. Microsoft keeps adding more appealing features for remote and users working from office locations. As more companies adopt Teams for its collaboration features which help increase productivity, no one wants to lose control of the M365 environment because of what is bein allowed to be created or provisioned by the users.
In this post, I’ll go over a on a high-level of what is a Team and what happens when Team is created. Also I’ll go over steps which I recently used to implement a Teams provisioning with an approval workflow process using Microsoft Forms and Power Automate.
What is a Team?
In Microsoft Teams, Teams are groups of people brought together for work, projects, or common interests. Teams are made up of two types of channels,
Standard
Is open for all members and anything posted is searchable by others
Private
Focused, private conversations with a specific audience. Example: Specific audience for a particular subject
Files shared are only viewable by the members of the channel and are stored in a separate SharePoint site from the rest of the team’s files
Shared channels
For collaborating with people inside and outside your team or organization
Only team owners can create shared channels
Only shared channel owners can add members or share the channel with a team
Can’t be changed to standard or private channel and vice versa
What happens when a Team is created?
When a Team is created, the following also gets provisioned,
A corresponding O365 group
Owner of the O365 Group is the Owner of the team
The members of the Group are the Members of the team, as added by the person who created the Team
An Exchange mailbox with a Group email address
Will appear in everyone’s Outlook client
A new SharePoint site is created
Sharing files via Teams leads to data being stored either in SharePoint or OneDrive
Files uploaded to a Teams channel are automatically saved to the Team’s SharePoint folder
Files uploaded in a 1:1 or group chat are stored in the OneDrive folder and shared only with colleagues in that conversation
A connection to OneNote
Team Creation Options
As I put together above, it is easy to see that adding a Team might seem like a simple task and it is but from a data security and governance point of view, it can easily get out of hands if controls are not put it place. When you role out Microsoft Teams, you get a few options on how to handle Team creation.
Allow all users to create Teams
This will allow users to create their own Teams without any restrictions. This is the easiest option but easy to lose control and will eventually add more burden on the IT admins
Block all users from creating Teams
This is the most restrictive option and users have to reach out to IT to create Teams. There is also a risk of users moving onto more accessible solutions that don’t take compliance and security policies seriously and ending up shadow IT in the process
Limit to a certain security group
With this option, we can limit a certain group of users to be able to create groups/Teams. I like this idea and to add to it, I’ll have someone from the compliance team in charge of this if that was an option. I’ve covered how to limit a certain group in an earlier post
That being said, IMO it is best to have an approval workflow and a controlled provisioning process for Teams creation. This will help any organization to prevent sprawl, uncontrollable growth, help IT admins reduce some unnecessary work and more importantly allow a controlled adoption of Microsoft Teams while helpdesk and IT admins catchup.
Teams Provisioning and Approval Workflow with Power Automate
I’ll detail the steps needed to create a provisioning workflow with the native capabilities in Forms and Power Automate.
Components involved in creating this workflow,
Microsoft Forms
Power Automate
SharePoint (optional)
I’ve put together a flowchart of the thought process,
Some considerations to keep in mind,
It is better to create the Microsoft Forms and Power Automate Flow using a service account which has a mailbox enabled and permissions within Teams to create Team. This is usually a good idea because, if this was created under a specific Teams administrator account and if he or she wins a lottery and figures not to show up for work anymore, this process can go on without disruption and is one less thing for you to worry while disabling the administrator’s account.😊
In my scenario, I’m using a service account to setup the components needed.
Microsoft Forms
Microsoft Forms is a great product and I love the simplicity. With enough time and effort, I think organizations can leverage Forms to get rid of most of what their users are doing on paper forms.
I’ve created a simple form titled ‘New Team Creation Request Form’ to collect the information needed to create a Team. You can also use SharePoint instead of Forms but this approach is much easier.
I’ve added branching to the 6th question.
Logic behind 6th question: If private Team, provide justification. If not, go to question 8
If you’d like to get fancy, there is PowerApps which will require more effort and depends on your knowledge into it.
Power Automate
Open Power Automate
Click My Flows
Click on New Flow and Select Automated cloud flow
Click Skip on the Build an automated cloud flow pop-up window
Search for ‘forms’ and select Microsoft Forms and then When a new response is submitted
Note: It is good practice to rename every step while you create it with the purpose of what that step does.
As I created the Form with the same account, it shows up in the drop-down
Click New Step, Microsoft Forms –> Get response details
This action retrieves a form response
Select the Form in Form Id and in Response Id, click Add dynamic content and select Response Id
Add step, search for Azure AD and in actions select Get user
The next two steps are to get information about the requestor and the owner from Azure AD
This is useful while sending email to the approver, these values can be used
User Id or Principal Name –> Add dynamic content and select Responder’s Email from the form
Similarly in the second step, User Id or Principal Name –> Add dynamic content and select ‘Please enter email address of who will be this Team’s owner’ in under ‘Get response details’
In the next step, I’m initializing a variable called varCoOwners. And in the step after, I’m using the compose action to do a split based on comma
The reason why we need these two steps is, in the Form we have an entry to input co-owners and if more than one co-owner email address is entered by the user comma-separated, the entire value is considered a string
Power Automate is looking for an array
The split function breaks down a string into an array of strings using a delimiter we define
We are going to use comma
split(variables('varCoOwners'),',')
Next step, add Start and wait for an approval
This starts an automated approval process and then waits for it to complete. The approval is cancelable
I’m choosing the Approval type as Approve/Reject – First to respond
Optional Step. Updating a SharePoint list for tracking.
We add a condition to see if the request was approved
We add condition control which performs one or more tasks only if a condition is true or false
Outcome = Approve
Continuing from the previous condition step,
If yes –> We create a Team, add Team owner, add Team co-owner(s) and send an email to the requestor
Create a Team based on submitted Form
Add Team Owner
Team = New Team ID
A user AAD ID for the user to add to a team = UPN from ‘Get Team owner’s info’ Azure AD step
Should the newly added user be an owner of the team = Yes
Add Team Co-owners
Search Control -> Apply to each -> In Select an output from previous steps, select Output of compose step
Azure AD -> Get User ->In User Id or Principal Name, select Current item
Teams -> Add a member to a team
Team = New Team ID
A user AAD ID for the user to add to a team = UPN from ‘Get Co-Owners’ Azure AD step
Should the newly added user be an owner of the team = Yes
If no –> We send an email to the requestor with comments from the approver
See below on how the steps are done,
Continuation on ‘If yes’ after ‘Add co-owners to team’ step,
Final Automated Flow
This is how the final automated flow looks,
I added a step to remove a member from group. This is for removing the service account which created the Team from being a member. As Teams are in turn Azure AD security groups, I used a remove member from group action to remove the service account. I noticed that this step failing often and the reason was the Azure AD group was not found and hence I added a delay of a 3 minutes and then run the action.
This might seem a little too overwhelming at first glance but once you understand the power of Microsoft Forms, Power Automate, SharePoint and the potential it brings to organizations, you’ll be complaining about what more features you’d like to have in this in no time.
I’ll cover the user experience of this process in a following post.