Today’s Microsoft 365 environments are complex, but delivering exceptional governance services to your clients doesn’t have to be.
Whether you're helping a customer streamline approval, manage guest access, or ensure lifecycle policies are in place, Orchestry gives you the tools to deliver those services quickly, consistently, and without the need for deep custom development. It’s about working smarter and scaling your services without scaling your overhead.
Here’s how partners can turn insight into action, leveraging no-code automation and packaging it all into powerful, repeatable offerings.
Before you automate anything, you need a clear view of where the real opportunities lie.
Orchestry’s Health Checks & Recommendations make this easy. They surface exactly what you and your customers should focus on, without digging through endless admin reports.
Health Checks are time-based snapshots that are perfect for monthly or quarterly business reviews. They highlight critical details like stale workspaces, guest access growth, and potential compliance gaps.
This is where partner extensibility starts to shine. Partners can easily add their own notes or custom annotations directly to Health Check reports, explaining why an issue matters, recommending next steps, or pointing out trends you’ve noticed over time. A standard report becomes a personalized conversation starter, tailored to each client’s environment and priorities.
Health Checks Report
Adding Annotations
Pro Tip for Partners: Take over the review of the health checks for your customers using Orchestry’s Partner Tools and layer the report with your expert annotations.
Recommendations are live, always-on insights. They work like alerts or a to-do list, that instantly lets you know when a workspace breaks a policy, misses metadata, or violates a naming rule. They also direct you to what needs fixing, based on the priorities you’ve set.
Think of Recommendations as your always on governance feed. Create custom Recommendations for your customers to spot risks early, shape new service opportunities, and to deliver quick wins for your clients that show immediate value.
Recommendations Tool
Think of them as your built-in governance assistant and dashboard, scanning your tenant’s Microsoft 365 environment every day and giving you a prioritized view of what needs attention.
Custom Recommendations
What’s more, partners can also create custom Recommendations that reflect the unique governance policies or risk concerns of each client. These can even include your partner branding. Whether it’s flagging third-party tools, highlighting data tagging issues, or noting workspace policy exceptions, these insights help you bring even more value to the table. Over time, they can evolve into your own signature set of governance insights, making your services even more distinctive and impactful.
Once you’ve seen the Recommendations engine in action, highlighting areas like storage waste, inactive workspaces, and risky guest access, the natural next step is to turn those insights into real, visible impact for your clients. This is exactly where Orchestry helps you shine as a partner.
Orchestry doesn’t stop at identifying problems. It gives you the tools to fix them fast and clearly demonstrate the value you’re delivering to your customers.
This is your go-to for workspace cleanup and optimization. It gives you a single, unified view of all workspaces across Teams, SharePoint, and Viva Engage.
You can instantly:
As a partner, this is gold because now you're not just talking about governance anymore. You’re putting it into action. With every policy you apply or cleanup you execute, you’re delivering measurable ROI your customers can see and appreciate.
Life Cycle Management Dashboard
External access is one of the biggest blind spots in M365 environments. Orchestry’s Guest Dashboard helps you turn that risk into a win:
For partners, this is a powerful way to enhance your security posture offering, show tangible outcomes, and open the door to important conversations.
Guest Management Dashboard
Once you know what to fix or optimize, Orchestry makes it easy to act, using some of the tools you already know. In fact, getting started is easier than you think.
One of the most powerful ways Orchestry unlocks value for partners is through its seamless integration with Power Automate.
With a few clicks, you can connect Orchestry actions like provisioning new workspaces, applying archival policies, or managing approvals directly into automated flows. No code, no complexity, just results.
Want to auto approve specific workspace requests? Done.
Need to trigger archiving based on inactivity? Easy.
Looking to streamline guest user reviews? You’re covered.
With built-in APIs, Webhooks and support for Power Automate, you can extend Orchestry functionality for:
Orchestry supports and enhances automation through a robust API.
This ensures IT teams can maintain efficiency and governance without abandoning the tools they already use. Orchestry ships with a powerful API that can be used for more advanced integration and extensibility scenarios.
Archivals
Provisioning
Templates
Webhooks
Many customers utilize webhooks or the API, or a combination of both to achieve powerful additional integrations with external systems like ServiceNow, SAP, and others. With Microsoft-based Azure Logic Apps or Power Automate, it is possible to build advanced approval scenarios, complex archival scenarios, or the ability to integrate other systems as part of an Orchestry process.
Here are a few ways partners are already customizing Orchestry to add value:
Example of Orchestry + PowerAutomate Workflow
Use case: Legal site requests must go through the legal team, not just a generic approver.
Solution: Use Power Automate to route approvals dynamically based on custom business logic.
Example of Orchestry + ServiceNow Integration
Use case: Every new workspace request needs to be tracked and approved in ServiceNow.
Solution: Orchestry integrates with ServiceNow, so requests start in ServiceNow, approvals are captured there, and once approved, Orchestry provisions the workspace. When provisioning is complete, Orchestry updates the original ServiceNow ticket automatically, delivering a seamless, fully auditable process.
Additional scenarios:
These custom flows don’t just solve problems, they create opportunities.
You can package them into consulting or managed services offerings like:
Each one drives immediate client value and recurring revenue for our partners. Pair them with Orchestry’s Health Checks and Recommendations, and you have a full service governance solution that runs smoothly, scales easily, and stands out in the market.
Orchestry empowers partners to simplify operations, extend capabilities, and scale their Microsoft 365 services without complexity.
From surfacing valuable insights with Health Checks and Recommendations to building impactful no-code workflows with webhooks and Power Automate, everything is designed with partners in mind.
Whether you're helping clients automate approvals, manage guest access, or enforce governance at scale, Orchestry enables you to package and deliver high-value, repeatable services that drive real outcomes.
Need support? The Orchestry partner team is ready to help co-design, test, and launch these solutions with you. Get in touch and let’s unlock your potential together.