How SharePoint Advanced Management Prepares Your Organization for Microsoft Copilot

Introduction

Microsoft Copilot is revolutionizing the way organizations interact with data, leveraging AI to deliver intelligent insights and automation. However, for Copilot to function effectively, it requires a well-structured and secure data environment. SharePoint Advanced Management (SAM) provides essential tools to optimize, secure, and manage SharePoint content, ensuring your organization is Copilot-ready.

This post explores how SAM enhances permissions management, content governance, data accuracy, privacy, and security to maximize the benefits of Microsoft Copilot.

Accidental Oversharing – Taming the Wild West of Permissions

One of the biggest risks in any SharePoint environment is accidental oversharing of sensitive information. SAM helps organizations identify and remediate these risks through features such as:

  • Access Reviews: Automated reports highlight excessive or outdated permissions, enabling administrators to take corrective action.
  • Sharing Controls: Policies can be enforced to restrict sharing of certain file types or limit external sharing.
  • Auditing and Reporting: Advanced logging provides visibility into sharing activities, ensuring compliance with security policies.

By leveraging these tools, organizations can mitigate security risks, ensuring that only the right users have access to the right content, an essential step before enabling Copilot.

Minimize Your Content Governance Footprint – Streamlining for Efficiency

Microsoft Copilot’s efficiency is directly tied to the quality and relevance of the data it processes. Organizations with cluttered SharePoint environments may experience degraded performance and unnecessary costs. SAM offers capabilities to reduce redundant, obsolete, and trivial (ROT) content through:

  • Data Lifecycle Management: Policies that automate archiving or deletion of outdated content.
  • Content Insights: Identifies and flags low-value content, enabling administrators to focus on high-priority data.
  • Retention Labels: Ensures only necessary content is retained, reducing Copilot’s processing burden.

A leaner, well-structured SharePoint environment not only improves Copilot’s efficiency but also enhances its ability to provide accurate and relevant responses.

Improve Copilot Response Quality – Feeding Copilot the Right Data

Copilot’s output quality depends on the integrity of the data it analyzes. SAM helps improve content relevance and accuracy through:

  • Metadata Enrichment: Standardizes data classification, making it easier for Copilot to extract meaningful insights.
  • Duplicate Content Detection: Reduces information overload by identifying and consolidating redundant documents.
  • Content Curation Tools: Helps teams maintain well-organized libraries, ensuring Copilot pulls from authoritative and up-to-date sources.

By cleaning up SharePoint content, organizations can ensure Copilot provides more precise, actionable responses to users.

Control Content Access by Copilot – Ensuring Data Privacy and Compliance

As organizations integrate Copilot into their workflows, maintaining control over which content Copilot can access is crucial for privacy and regulatory compliance. SAM provides several features to manage Copilot’s data access:

  • Sensitivity Labels: Prevents Copilot from analyzing or referencing classified documents.
  • Conditional Access Policies: Restricts Copilot’s access based on location, device, or role.
  • Permissions Management: Ensures that Copilot can only interact with approved datasets, reducing the risk of data leakage.

These tools help organizations align Copilot usage with internal and external compliance requirements, protecting sensitive business information.

Ensure Data Safety for Business-Critical Sites – Protecting Your Crown Jewels

Certain SharePoint sites contain mission-critical data that require enhanced security and governance. SAM enables organizations to fortify these high-value sites by:

  • Access Reviews for Critical Sites: Periodically verifies that only authorized users retain access.
  • Advanced Threat Protection: Detects and prevents unauthorized access attempts.
  • Lifecycle Management: Ensures outdated or irrelevant data is systematically archived or deleted.

By implementing these controls, organizations can protect their most valuable digital assets while maintaining Copilot readiness.

Conclusion

Preparing for Microsoft Copilot requires more than just enabling AI-powered tools, it demands a well-governed, secure, and optimized SharePoint environment. SharePoint Advanced Management provides the essential capabilities to streamline content, secure sensitive data, and enhance permissions management, ensuring Copilot delivers accurate and efficient insights. By leveraging SAM, organizations can maximize the value of Copilot while maintaining security and compliance.

Start preparing your SharePoint environment today to unlock the full potential of Microsoft Copilot!

Thanks for stopping by. ✌

Understanding billing account for Microsoft Customer Agreement (MCA)

Let’s be honest, cloud billing isn’t exactly the most exciting topic. But do you know what’s worse? Opening your Azure bill and feeling like you need a detective’s magnifying glass to figure out what’s going on.

If you’ve got a Microsoft Customer Agreement (MCA), understanding your billing account is key to keeping your cloud costs in check and avoiding any surprise charges. So, grab a coffee, and let’s break it down in a way that actually makes sense.

What is an MCA Billing Account (And Why Should You Care)?

Think of your MCA billing account as the command center for all your Azure charges. It’s where you manage invoices, payments, and who gets to see (or mess with) your billing details. If Azure billing were a Netflix account, your billing account would be the primary profile, the one that controls everything.

Key Things Your MCA Billing Account Lets You Do:

  • View and manage invoices and payment methods
  • Set up multiple billing profiles for different teams or departments
  • Assign roles and permissions (so not everyone can max out the budget!)
  • Track spending across subscriptions

If you’re managing an MCA billing account, congrats! You’ve got the keys to the financial kingdom, use them wisely.

Azure Billing Account: The Big Picture

Your Azure Billing Account is the home base for all things billing-related in your MCA. It’s where invoices, payments, and spending details live. If you think of Azure like a streaming service, your billing account is your main subscription, everything starts from here.

What You Can Do with an Azure Billing Account:

  • View and manage invoices
  • Set up and control billing profiles
  • Assign billing roles to different users
  • Track spending across all subscriptions

This is your financial cockpit, control it wisely!

Billing Profiles: Keeping Budgets Organized

A Billing Profile is like a separate tab on your credit card statement for different teams, projects, or departments. Instead of one giant invoice that makes your head spin, you can split up costs for better organization.

Why Billing Profiles Matter:

  • They generate separate invoices for different teams.
  • You can set up different payment methods for each profile.
  • They help track spending more effectively.

So, if your company has an AI research team and a DevOps team, they can each have their own billing profile, no messy financial mix-ups!

Invoice Sections: Breaking Down Costs Clearly

Under each Billing Profile, you have Invoice Sections. Think of these as subfolders inside your billing profiles, perfect for breaking down costs by project, department, or even specific environments (like Dev vs. Production).

How Invoice Sections Help:

  • You can group charges logically (e.g., marketing vs. engineering).
  • It makes cost tracking super clear.
  • Helps with financial reporting—no more guessing where money went!

If Billing Profiles are the different tabs on your statement, Invoice Sections are like itemized charges, they give you a clearer breakdown.

Subscriptions: Where the Magic Happens

Your Azure Subscriptions are where your actual cloud services live, virtual machines, databases, AI services, you name it. But each subscription needs to be linked to a Billing Profile to be paid for.

Key Things to Know About Subscriptions:

  • They inherit billing settings from their assigned billing profile.
  • You can have multiple subscriptions under one billing account.
  • Each subscription can be assigned to an Invoice Section for better tracking.

Think of it like multiple mobile lines on a family plan. Each line (subscription) has its own usage, but they all roll up into the main bill (billing profile).

Optimizing and Tracking Azure Costs

To effectively manage and optimize your Azure expenditures, consider the following practices:

  • Strategic Structuring: Align your billing profiles and invoice sections with your organization’s hierarchy or project structure. This alignment ensures that invoices reflect your internal financial organization, simplifying reconciliation and reporting.
  • Role-Based Access Control: Assign appropriate roles to team members based on their responsibilities. Azure offers various billing roles, such as Billing Account Owner, Billing Profile Owner, and Invoice Section Owner, each with specific permissions. Implementing role-based access ensures that individuals have the necessary access to perform their tasks without compromising security.
    • Billing Account Owner – The supreme leader of the billing universe. Full access.
    • Billing Profile Owner – Controls billing for one profile (but not the entire account).
    • Billing Profile Contributor – Can manage invoices and payments but not assign roles.
    • Billing Reader – Can see invoices but can’t touch them (great for finance teams!).
  • Regular Monitoring: Utilize Azure’s cost management tools to monitor spending across different billing profiles, invoice sections, and subscriptions. Regular analysis helps in identifying trends, detecting anomalies, and making data-driven decisions to optimize costs.
  • Budgeting and Alerts: Set up budgets and configure alerts for your billing profiles and invoice sections. Proactive notifications enable you to address potential overspending promptly, ensuring adherence to financial plans.

Pro Tips to Avoid Billing Headaches

  1. Assign Roles Wisely – Not everyone needs full access! Keep spending power in the right hands.
  2. Use Billing Profiles for Better Organization – Split billing by department or project to track spending easily.
  3. Enable Cost Management Tools – Azure has built-in cost tracking to help you avoid end-of-month surprises.
  4. Regularly Review Invoices – Set up a habit of checking your invoices to catch any unexpected charges.

Final Thoughts: Take Control of Your Azure Billing

Understanding your MCA Billing Account isn’t just about paying bills, it’s about controlling costs, organizing expenses, and making sure your finance team doesn’t hunt you down.

So next time you log into Azure, don’t panic at your invoice. Instead, think:

  • Is my billing organized?
  • Am I using Billing Profiles and Invoice Sections properly?
  • Do I need to adjust roles to keep spending in check?

Thanks for stopping by. ✌

Avoid the Oops: Proactively Monitor Entra Application Secret Expirations with Automation

In the fast-paced world of enterprise IT, even small oversights can lead to major disruptions. One of those easily overlooked, yet critically important tasks is, monitoring Microsoft Entra (formerly Azure AD) application secret expirations.

Imagine this: everything is running smoothly in production until — bam! — an app suddenly fails because its secret expired. No alerts, no heads-up, just user complaints and a flurry of incident reports. Sound familiar?

Why Monitoring Application Secrets Matters

At its core, application secrets are credentials that apps use to authenticate themselves with Microsoft Entra ID. But unlike passwords, secrets come with an expiration date. If they aren’t renewed in time, the app’s authentication fails and with it, the business processes it supports.

For organizations running dozens (or hundreds) of app registrations, staying ahead of these expirations is not optional, it’s essential. Secrets that silently expire can grind systems to a halt, disrupt integrations, and worst of all, trigger security incidents or SLA breaches.

A Common Problem in the Real World

When I first set out to automate monitoring for app secret expirations, I assumed it’d be simple. A few PowerShell lines here, an API call there, maybe some Logic App magic… problem solved, right?

Well, not quite.

Most of the tutorials and blog posts I found focused solely on fetching the expiration date of secrets — they showed how to query the data, but not how to operationalize it. I wanted something that would proactively notify the right people before things went south.

Eventually, I came across a helpful post on Microsoft Tech Community:
Use Azure Logic Apps to Notify of Pending AAD Application Client Secrets and Certificate Expirations

It was a solid foundation. The Logic App would periodically check secrets and send an email notification if one was nearing expiration.

But then… I hit a snag.

If an application had multiple owners which, in the enterprise world, is very common the Logic App would only notify the first listed owner. Everyone else? Left in the dark.

Not ideal. Especially when that one person is on PTO, has left the company, or, let’s be honest, just ignores emails from IT.

So, I decided to roll up my sleeves and build a PowerShell-based solution that:

  • Queries all app registrations
  • Checks for secrets or certificates nearing expiration
  • Looks up all owners (not just the first one)
  • Sends clear, actionable email notifications to each owner

Why Automate This? Let’s Talk Benefits

Here’s why every enterprise IT team should care about automating secret expiration alerts:

  • Proactive Security – Timely notifications help you spot secrets that are about to expire, before they become a security risk or business disruption. It’s the difference between being reactive and being prepared.
  • Reduced Downtime – Missed secret expirations lead to failed authentications, which means broken apps. Proactive alerts buy you time to renew secrets and avoid outages.
  • No More Manual Tracking – Maintaining a spreadsheet of app secrets? Been there. Done that. Automation means less grunt work and fewer mistakes.
  • Smart Notifications – By targeting all app owners, not just the first in line: you’re covering your bases. Even if someone’s on vacation, someone else sees the alert and can take action.

What This Script Does

  • Authenticates to Microsoft Graph with the required permissions
  • Queries all Entra app registrations
  • Identifies app secrets and certificates that are expiring within a defined threshold (e.g., 30 days)
  • Pulls all assigned owners for each app
  • Sends an email notification to each owner with details about the impending expiration
  • Sends an email notification to an administrator email, a distribution group or a shared mailbox containing a list of all secrets that are expiring

Use task scheduler to run this script from your on-premise environment. You can securely store the credentials to be used in the PowerShell script using the SecretManagement module. I’ve covered this in detail in an earlier post here. The ideal and preferred method is to use Azure automation account which is much more easier and secure, which I will cover in a future post.

# Connect to Microsoft Graph
Connect-MgGraph -Scopes "Application.Read.All","User.Read.All","AppRoleAssignment.Read.All"

# Set default value for the number of days until expiration
$DaysUntilExpiration = 30

# Email configuration
$SmtpServer = "smtp.yourdomain.com"
$From = "alerts@yourdomain.com"
$DefaultEmail = "entra_app_cert_notif@yourdomain.com"

# Function to send email
function Send-ExpirationAlert {
    param (
        [string]$To,
        [string]$FirstName,
        [string]$AppName,
        [string]$SecretOrCertName,
        [string]$SecretOrCertId,
        [datetime]$EndDate
    )

    $Subject = "Alert: Secret or Certificate Expiration Notice for $AppName"
    $Body = @"
<html>
<body>
<p>Hello $FirstName,</p>
<p>This is a notification that the secret or certificate named '$SecretOrCertName' for the application '$AppName' will expire on $($EndDate.ToShortDateString()).</p>
<p>Please contact Progressrail's Entra (previously known as Azure AD) Administrators and take the necessary actions to renew or replace the secret or certificate before it expires.</p>
<p>Details to provide the administrators:</p>
<ul>
<li>Application Name: $AppName</li>
<li>Secret or Certificate Name: $SecretOrCertName</li>
<li>Secret or Certificate ID: $SecretOrCertId</li>
<li>Expiration Date: $($EndDate.ToShortDateString())</li>
</ul>
<p><span style="color: red;">Please do not reply to this email, this mailbox is not monitored.</span></p>
<p>Thank you,<br>Your IT Team</p>
</body>
</html>
"@

    Send-MailMessage -SmtpServer $SmtpServer -From $From -To $To -Subject $Subject -Body $Body -BodyAsHtml
}

# Function to send summary email
function Send-SummaryEmail {
    param (
        [string]$To,
        [string]$Body
    )

    $Subject = "Summary: Secrets and Certificates Expiring in the Next 30 Days"
    Send-MailMessage -SmtpServer $SmtpServer -From $From -To $To -Subject $Subject -Body $Body -BodyAsHtml
}

# Get the current date
$Now = Get-Date

# Query all applications
$Applications = Get-MgApplication -All

# Initialize a variable to store the summary of expiring secrets and certificates
$SummaryBody = @"
<html>
<body>
<p>Hello,</p>
<p>The following secrets and certificates are expiring in the next 30 days:</p>
<table border="1">
<tr>
<th>Application Name</th>
<th>Secret or Certificate Name</th>
<th>Secret or Certificate ID</th>
<th>Expiration Date</th>
</tr>
"@

# Process each application
foreach ($App in $Applications) {
    $AppName = $App.DisplayName
    $AppID   = $App.Id
    $ApplID  = $App.AppId

    $AppCreds = Get-MgApplication -ApplicationId $AppID
    $Secrets = $AppCreds.PasswordCredentials
    $Certs   = $AppCreds.KeyCredentials

    foreach ($Secret in $Secrets) {
        $StartDate  = $Secret.StartDateTime
        $EndDate    = $Secret.EndDateTime
        $SecretName = $Secret.DisplayName
        $SecretId   = $Secret.KeyId

        $Owners = Get-MgApplicationOwner -ApplicationId $App.Id

        if ($Owners.Count -eq 0) {
            # No owner information, send to default email
            $FirstName = "Admin"
            Send-ExpirationAlert -To $DefaultEmail -FirstName $FirstName -AppName $AppName -SecretOrCertName $SecretName -SecretOrCertId $SecretId -EndDate $EndDate
        } else {
            foreach ($Owner in $Owners) {
                $Username = $Owner.AdditionalProperties.userPrincipalName
                $OwnerID  = $Owner.Id

                if ($null -eq $Username) {
                    $Username = $Owner.AdditionalProperties.displayName
                    if ($null -eq $Username) {
                        $Username = '**<This is an Application>**'
                    }
                }

                # Extract first name from givenName or user principal name
                $FirstName = $Owner.AdditionalProperties.givenName
                if ($null -eq $FirstName -or $FirstName -eq '') {
                    $FirstName = $Username.Split('@')[0].Split('.')[0]
                }

                $RemainingDaysCount = ($EndDate - $Now).Days

                if ($RemainingDaysCount -le $DaysUntilExpiration -and $RemainingDaysCount -ge 0) {
                    if ($Username -ne '<<No Owner>>') {
                        Send-ExpirationAlert -To $Username -FirstName $FirstName -AppName $AppName -SecretOrCertName $SecretName -SecretOrCertId $SecretId -EndDate $EndDate
                    }
                }
            }
        }

        # Add to summary if expiring in the next 30 days
        if ($RemainingDaysCount -le $DaysUntilExpiration -and $RemainingDaysCount -ge 0) {
            $SummaryBody += @"
<tr>
<td>$AppName</td>
<td>$SecretName</td>
<td>$SecretId</td>
<td>$($EndDate.ToShortDateString())</td>
</tr>
"@
        }
    }

    foreach ($Cert in $Certs) {
        $StartDate  = $Cert.StartDateTime
        $EndDate    = $Cert.EndDateTime
        $CertName   = $Cert.DisplayName
        $CertId     = $Cert.KeyId

        $Owners = Get-MgApplicationOwner -ApplicationId $App.Id

        if ($Owners.Count -eq 0) {
            # No owner information, send to default email
            $FirstName = "Admin"
            Send-ExpirationAlert -To $DefaultEmail -FirstName $FirstName -AppName $AppName -SecretOrCertName $CertName -SecretOrCertId $CertId -EndDate $EndDate
        } else {
            foreach ($Owner in $Owners) {
                $Username = $Owner.AdditionalProperties.userPrincipalName
                $OwnerID  = $Owner.Id

                if ($null -eq $Username) {
                    $Username = $Owner.AdditionalProperties.displayName
                    if ($null -eq $Username) {
                        $Username = '**<This is an Application>**'
                    }
                }

                # Extract first name from givenName or user principal name
                $FirstName = $Owner.AdditionalProperties.givenName
                if ($null -eq $FirstName -or $FirstName -eq '') {
                    $FirstName = $Username.Split('@')[0].Split('.')[0]
                }

                $RemainingDaysCount = ($EndDate - $Now).Days

                if ($RemainingDaysCount -le $DaysUntilExpiration -and $RemainingDaysCount -ge 0) {
                    if ($Username -ne '<<No Owner>>') {
                        Send-ExpirationAlert -To $Username -FirstName $FirstName -AppName $AppName -SecretOrCertName $CertName -SecretOrCertId $CertId -EndDate $EndDate
                    }
                }
            }
        }

        # Add to summary if expiring in the next 30 days
        if ($RemainingDaysCount -le $DaysUntilExpiration -and $RemainingDaysCount -ge 0) {
            $SummaryBody += @"
<tr>
<td>$AppName</td>
<td>$CertName</td>
<td>$CertId</td>
<td>$($EndDate.ToShortDateString())</td>
</tr>
"@
        }
    }
}

# Close the HTML table and body
$SummaryBody += @"
</table>
<p>Thank you,<br>Your IT Team</p>
</body>
</html>
"@

# Send the summary email
Send-SummaryEmail -To $DefaultEmail -Body $SummaryBody

Monitoring Entra application secret expirations may not be the flashiest part of your security strategy, but it’s one of the most crucial. It’s also one of those tasks that’s easy to automate, but costly to ignore.

If you’re currently relying on manual processes or using a Logic App that only pings one owner, consider leveling up your approach. A bit of PowerShell and planning can save you hours of downtime, reduce late-night incident calls, and help keep your environment secure.

Thank you for stopping by. ✌️

Guide to Azure Private Endpoint vs Service Endpoint

In the realm of Azure networking, two pivotal features enhance the security and accessibility of your resources: Azure Private Endpoints and Azure Service Endpoints. Understanding their functionalities and differences is crucial for architecting secure and efficient cloud solutions.

Azure Service Endpoints

Azure Service Endpoints extend your virtual network’s identity to Azure services over the Azure backbone network. When a service endpoint is enabled on a subnet, traffic from that subnet to the Azure service remains within Microsoft’s network, reducing exposure to the public internet.

Key Features:

  • Simplified Security: Service endpoints allow you to secure Azure resources to specific virtual networks, enhancing control over which subnets can access particular services.
  • Optimized Routing: Traffic is routed directly through the Azure backbone, potentially reducing latency compared to routes over the public internet.
  • Integration with Network Security Groups (NSGs): You can leverage NSGs to control access, ensuring that only designated subnets or virtual networks can communicate with specific services.

Considerations:

  • Public Endpoint Usage: Despite routing over the Azure backbone, service endpoints connect to the service’s public endpoint, which may not meet stringent security requirements.
  • Azure-Only Access: Service endpoints are designed for traffic originating within Azure. On-premises resources cannot utilize service endpoints and must access services over the public internet.

Azure Private Endpoints

Azure Private Endpoints assign a private IP address from your virtual network to an Azure service, effectively bringing the service into your private address space. This setup ensures that traffic between your virtual network and the service remains entirely within the Azure network, eliminating exposure to the public internet.

Key Features:

  • Private IP Connectivity: Services are accessible via a private IP address within your virtual network, ensuring that all traffic stays within the private network.
  • Enhanced Security: By eliminating public internet exposure, private endpoints are ideal for sensitive data and applications requiring stringent security measures.
  • DNS Integration: Private endpoints require proper DNS configuration to resolve the service’s private IP address. Azure provides automatic DNS resolution, but custom configurations are also supported.

Considerations:

  • Complexity and Cost: Implementing private endpoints can be more complex and may incur additional costs due to the need for DNS configuration and management of private IP addresses.
  • Broader Access: Private endpoints allow access from on-premises networks and other virtual networks, provided they are connected, facilitating hybrid cloud architectures.

Comparison of Azure Service Endpoints and Private Endpoints

FeatureService EndpointsPrivate Endpoints
Connection TypeExtends VNet identity to the service’s public endpoint over Azure backboneAssigns a private IP from your VNet to the service
Security LevelEnhanced security by restricting access to specific VNets; still uses public endpointHighest security with no exposure to public internet
DNS ConfigurationNo changes required; uses public DNSRequires DNS updates to resolve private IPs
Access ScopeOnly from within Azure VNetsAccessible from on-premises and other VNets via private IP
Supported ServicesLimited to specific Azure servicesSupported by a broader range of Azure and third-party services
Use CaseSuitable for scenarios where enhanced security is needed without complex setupIdeal for sensitive data and applications requiring complete isolation

Choosing Between Service Endpoints and Private Endpoints

  • Opt for Service Endpoints if:
    • You need a straightforward way to enhance security for Azure services accessed from within Azure.
    • Your applications do not require complete isolation from the public internet.
    • You prefer minimal configuration without the need for DNS management.
  • Opt for Private Endpoints if:
    • Your applications handle sensitive data necessitating complete isolation from the public internet.
    • You require secure access from on-premises networks or other virtual networks.
    • You are prepared to manage the additional complexity and costs associated with private IP configurations and DNS management.

In summary, both Azure Service Endpoints and Private Endpoints serve to secure access to Azure services, but they cater to different security requirements and use cases. Assess your application’s specific needs to determine the most appropriate solution.

Simplifying Cloud Management with Azure Automation Accounts

Managing cloud resources can feel like juggling too many balls at once: updates, monitoring, compliance, and resource optimization. That’s where Azure Automation Accounts come in, a powerful tool that automates time-consuming and repetitive tasks so IT pros can focus on what truly matters.

In this post, we’ll break down what Azure Automation Accounts are, how they work, their key features, real-world use cases, and how you can get started quickly.

What is an Azure Automation Account?

An Azure Automation Account is a centralized hub in Microsoft Azure where you can manage automation resources. It acts as a container for all the components you need to automate cloud tasks, such as:

  • Runbooks (scripts for tasks)
  • Schedules (timing your scripts)
  • Modules (PowerShell or Python libraries)
  • Hybrid workers (agents that run automation tasks on-prem or in other clouds)

In short, it’s your automation command center.

Key Features

Here are some standout features that make Azure Automation Accounts a must-have:

Runbooks

These are scripts that perform tasks like restarting VMs, rotating keys, or cleaning up unused resources. You can write them in PowerShell, Python, or use the Graphical Runbook Designer for drag-and-drop simplicity.

Scheduling

Automate tasks to run on a set schedule, like checking VM health every morning or scaling services during off-peak hours.

Hybrid Runbook Workers

Need to automate tasks on your on-prem servers? Hybrid Runbook Workers extend your automation capabilities beyond Azure.

Update Management

Keep your Windows and Linux VMs compliant with automated patching and update assessments.

Credential and Certificate Management

Securely store credentials, certificates, and other secrets directly in the automation account, keeping sensitive info safe.

Benefits for IT Professionals

  • Reduce Manual Effort: Save time by automating routine tasks.
  • Improve Consistency: Eliminate human error with repeatable scripts.
  • Boost Efficiency: Focus on strategic projects instead of repetitive admin.
  • Hybrid Flexibility: Automate tasks across on-prem, multi-cloud, and Azure environments.

PowerShell Script to create Azure Automation Account

I put together this PowerShell script to create Azure automation account.

Login to Azure using Connect-AzAccount

This script will,

  • Check and validate the name entered
  • Query Azure to ensure the location value entered is valid
  • Query logged in Azure subscription to validate the resource group name entered
  • Asks for the plan – Basic or Free
  • Asks if you want to generate and assign a new System Identity for this automation account
do {
    $AzAutomationAccountname = Read-Host -Prompt "Enter the name of the Automation Account"
    if ($AzAutomationAccountname -notmatch '^[a-zA-Z][-a-zA-Z0-9]{4,48}[a-zA-Z0-9]$') {
        Write-Host "Invalid name! Please follow these rules:" -ForegroundColor Red
        Write-Host "- Must be 6-50 characters long"
        Write-Host "- Must start with a letter"
        Write-Host "- Must end with a letter or number"
        Write-Host "- Can contain letters, numbers, and hyphens"
        Write-Host "Please try again." -ForegroundColor Yellow
    }
} while ($AzAutomationAccountname -notmatch '^[a-zA-Z][-a-zA-Z0-9]{4,48}[a-zA-Z0-9]$')


do {
    $AzAutomationAccountLocation = Read-Host -Prompt "Enter the location of the Automation Account"
    $validLocations = (Get-AzLocation).Location
    if ($AzAutomationAccountLocation -notin $validLocations) {
        Write-Host "Invalid location! Please enter one of these Azure locations:" -ForegroundColor Red
        $validLocations | Sort-Object | ForEach-Object { Write-Host "- $_" }
        Write-Host "Please try again." -ForegroundColor Yellow
    }
} while ($AzAutomationAccountLocation -notin $validLocations)


do {
    $AzAutomationAccountResourceGroupName = Read-Host -Prompt "Enter the name of the Resource Group for the Automation Account"
    $validResourceGroups = (Get-AzResourceGroup).ResourceGroupName
    if ($AzAutomationAccountResourceGroupName -notin $validResourceGroups) {
        Write-Host "Invalid Resource Group! Please enter one of these existing Resource Groups:" -ForegroundColor Red
        $validResourceGroups | Sort-Object | ForEach-Object { Write-Host "- $_" }
        Write-Host "Please try again." -ForegroundColor Yellow
    }
} while ($AzAutomationAccountResourceGroupName -notin $validResourceGroups)


do {
    Write-Host "Choose the Automation Account plan:"
    Write-Host "1. Basic"
    Write-Host "2. Free"
    $choice = Read-Host -Prompt "Enter your choice (1 or 2)"
    
    switch ($choice) {
        "1" { $AzAutomationAccountplan = "Basic" }
        "2" { $AzAutomationAccountplan = "Free" }
        default {
            Write-Host "Invalid choice! Please enter either 1 or 2" -ForegroundColor Red
            Write-Host "Please try again." -ForegroundColor Yellow
        }
    }
} while ($choice -notin "1","2")


$AzAutomationAccountAssignSystemIdentity = Read-Host -Prompt "Do you want to assign a system identity to the Automation Account? (Y/N)"
if ($AzAutomationAccountAssignSystemIdentity -eq "Y" -or $AzAutomationAccountAssignSystemIdentity -eq "y") {
    $AzAutomationAccountAssignSystemIdentity = $true
} elseif ($AzAutomationAccountAssignSystemIdentity -eq "N" -or $AzAutomationAccountAssignSystemIdentity -eq "n") {
    $AzAutomationAccountAssignSystemIdentity = $false
} else {
    Write-Host "Invalid input! Defaulting to No." -ForegroundColor Red
    $AzAutomationAccountAssignSystemIdentity = $false
}

Write-Host "`nReview your selections:" -ForegroundColor Cyan
Write-Host "Automation Account Name: $AzAutomationAccountname"
Write-Host "Location: $AzAutomationAccountLocation"
Write-Host "Resource Group: $AzAutomationAccountResourceGroupName"
Write-Host "Plan: $AzAutomationAccountplan"
Write-Host "System Identity: $(if ($AzAutomationAccountAssignSystemIdentity) { 'Yes' } else { 'No' })"

$confirm = Read-Host -Prompt "`nDo you want to proceed with these settings? (Y/N)"
if ($confirm -ne 'Y' -and $confirm -ne 'y') {
    Write-Host "Operation cancelled by user." -ForegroundColor Yellow
    exit
}


if ($AzAutomationAccountAssignSystemIdentity) {
    New-AzAutomationAccount -Name $AzAutomationAccountname -Location $AzAutomationAccountLocation -ResourceGroupName $AzAutomationAccountResourceGroupName -Plan $AzAutomationAccountplan -AssignSystemIdentity
} else {
    New-AzAutomationAccount -Name $AzAutomationAccountname -Location $AzAutomationAccountLocation -ResourceGroupName $AzAutomationAccountResourceGroupName -Plan $AzAutomationAccountplan
}

Azure Automation Accounts are an essential part of a smart cloud strategy. By leveraging them, IT professionals can reduce overhead, improve reliability, and maintain control over sprawling environments.

Whether you’re managing a handful of VMs or an enterprise-grade hybrid infrastructure, automation is your silent workhorse and Azure makes it incredibly approachable.

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