SharePoint and Microsoft Teams Provisioning in 5 easy steps

Is there a better way?

We at Orchestry believe that Microsoft 365 tools don’t have to be difficult and require deep technical expertise. Our mission is to provide autonomy, freedom, and flexibility to the end users. This will help them work effectively without extensive training.

We have developed an intuitive, self-directed Teams and SharePoint Online Provisioning Wizard. It is a tool that allows end-users to create new Teams and SharePoint sites simply and easily. Every new workspace created through the Team of SharePoint site provisioning workflow is a carbon copy of one of many business-first workspace templates. Every new Team and SharePoint provisioned is already embedded with Microsoft 365 governance policies configured by the company admins.

By following the 5 easy steps in SharePoint or MS Teams Provisioning, the end-users can create new workspaces in less than 5 minutes. The new workspaces will either need to be reviewed or provisioned to end users to start using immediately.

So let’s take a closer look at the easy steps involved in requesting a workspace using Orchestry’s provisioning engine.

Step 1. Select a SharePoint or Microsoft Teams template

Orchestry comes with a library of workspace templates, filled with all the right tools and features to get the work done. IT administrators can customize the existing ones or create additional provisioning templates. They can embed them with the right tools, resources, governance, content lifecycle & guest management policies, pre-defined permissions, and other settings.

Every workspace template available to users in the Teams and SharePoint Online provisioning engine has the following indicators:

• Distinctive name
• Description
• The primary goal of the template
• The intended audience
• An information tab

All of this helps the users make the right decision on which template is the right one for their needs.

Step 2. Customize your Teams or SharePoint template

Once you select the template, you can customize it to uniquely meet your exact needs. This includes adding links to specific features:

• Asana project
• Calendar
• Charts
• Countdown timers
• Risk register
• Quick links to the wiki
• Product lists or description pages
• Photo galleries and more.

Next, you will be able to customize your workspace with the right documents. Your IT team may have already embedded the workspace template with suggested documents for this type of template. All you have to do is select the ones you would like to include as part of your new workspace.

Step 3. Generate details for your new Team or SharePoint site

Next, you will need to provide some additional details about your workspace to make it easy to find.

As part of Orchestry’s core Microsoft 365 Governance functionality, the IT administrators have the ability to create certain metadata fields. When they are filled, they will be automatically added to the name of the new workspace. For example, you can select your location, division, and even department.

The unparalleled feature of Orchestry is an automatic duplicate scanner. When you input the name of your new workspace, along with the metadata fields, Orchestry will scan all other workspaces. It will notify you of any potential duplicates, which you can assess and decide whether you need to continue with the Team or SharePoint Online site provisioning request.

Step 4. Configure Microsoft Teams channels and permissions

As part of the workspace template, you may already have a list of channels suggested, however, you can configure additional ones based on the specific communication needs.

Depending on the nature of the template, and its sensitivity level, the sharing permissions may have already been predetermined for your workspace by the IT team. The workspaces can either be private (only accessible by members of the workspace), public (open to all members of the organization to access), or have guest access enabled (so it can be shared with collaborators from outside of your organization).

To avoid ownerless and memberless workspaces, and to help you share the responsibility for managing the workspace, your IT team may have preconfigured the minimum required number of owners and members, so you will need to add additional owners and members to the new workspace.

Step 5. Do the final review and request Microsoft Teams or SharePoint provisioning

As the final step, Orchestry will compile all of the details of the workspace you are creating on one single page for a final once-over before submitting it for provisioning. Make sure that you are happy with the name, the document templates, and features, the channels, and sharing permissions.

If you want to make edits to any of the sections, you can simply hit the pencil button, instead of backtracking. When you are ready, click “Yes, I’m done”.

Want to see Orchestry in action?

Orchestry offers a free full-experience trial for 28 days. 

• Trusted by thousands of IT admins, and leading Microsoft 365 partners worldwide  
• Fully secure application attested by SOC2 Security certification 

• Full features, zero commitment  
• No credit card required 
• Orchestry apps installation takes less than 15 minutes 
• No obligation. If Orchestry is not your cup of tea, simply delete the apps at the end of the trial. All the content you created using Orchestry will remain 

Schedule your demo of Orchestry today!