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M365 Automation & Delegation

Scale governance with less manual work

Delegate routine governance to workspace owners so IT spends less time chasing sprawl. Use smart automation to handle repetitive tasks at scale, keep collaboration secure, and prevent shadow IT.

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Automation & Delegation

Workflows that work for you

Automate routine tasks and approvals so recurring governance work is handled consistently. Give workspace owners the tools to manage responsibly while IT maintains visibility and control.
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Automation & Delegation Features

Workspace Review

Automates workspace governance by prompting owners to review membership, sensitivity, sharing, and versioning on a schedule, helping keep workspaces compliant and storage under control.

Auto and Deleg - WSR

Proactive
Archival

Automates workspace lifecycle management by archiving or deleting inactive workspaces using configurable policies, methods, and inactivity thresholds.

Auto and Deleg - Archivals

Self-Service Workspace Creation

Let business users create or request workspaces on their own while governance runs in the background and workspace options, features, and permissions stay aligned with your policies.

Auto and Deleg - Self-Service Workspace Creation 01

Sharing Links
Review

Identify and manage active sharing links with smart bulk clean-up actions, and give team owners a single view of all links in the team Information tab so they can review and fix access issues quickly.

Auto and Deleg - Smart Actions 04

Controlled Guest
Onboarding

Bring order to guest invitations by routing requests for approval, validating identities, and guiding proper onboarding so every guest is visible and easier to manage.

Auto and Deleg - Controlled Guest Onboarding 01

Additional Capabilities

  • My tasks

    My tasks

    Centralizes notifications and reminders for all users, enabling efficient management of tasks like reviews and approvals that require their attention. 
    Additional Features - My Tasks 01

  • Team information tab

    Team information tab

    Displays key details about a team, including links, owners, members, and custom metadata, directly within the Microsoft Teams interface. 
    Additional Features - Team Information 01

  • SharePoint web parts

    SharePoint web parts

    Deploy standard web parts tenant-wide to surface workspace information, requests, and task management directly in SharePoint.
    Additional Features - SharePoint Web Parts 01
My tasks

Centralizes notifications and reminders for all users, enabling efficient management of tasks like reviews and approvals that require their attention. 
Additional Features - My Tasks 01
Team information tab

Displays key details about a team, including links, owners, members, and custom metadata, directly within the Microsoft Teams interface. 
Additional Features - Team Information 01
SharePoint web parts

Deploy standard web parts tenant-wide to surface workspace information, requests, and task management directly in SharePoint.
Additional Features - SharePoint Web Parts 01

Frequently Asked Questions

Can I automate recurring membership reviews of my teams and sites?

Yes. Orchestry helps IT admins automate recurring reviews of guest users, M365 group membership, archival of inactive workspaces, and more.

Do Orchestry approval workflows require additional Microsoft licensing?

Orchestry requires an Entra ID P1 license for guest management, and end users should have Microsoft 365 licenses. No additional workflow or automation licenses are required.

Can Orchestry integrate with my existing automation or ticketing systems?

Yes. Orchestry provides APIs that allow you to integrate with existing automation platforms and ticketing systems, such as ServiceNow.

How does Orchestry compare to out-of-the-box tools like SharePoint Advanced Management?

SharePoint Advanced Management provides foundational controls and reporting, while Orchestry extends these capabilities to enable governance, lifecycle management, and insights at scale across Microsoft 365. Orchestry brings together automation, reporting, and policy enforcement across Teams, SharePoint, and other workloads in a single, centralized experience.