Microsoft 365 Automation
Get more practical value from Microsoft 365.
Automate approvals, documents, notifications and routine handoffs using Microsoft tools your business may already license.
Fixed quote after workflow, licensing and tenant requirements are confirmed.
Where this service fits
A Microsoft-specific route from opportunity to ongoing support.
AI Workflow Opportunity Audit
Prioritise workflows, estimate potential value and identify likely Microsoft platform requirements.
Microsoft 365 Automation
Design, build, test and hand over an agreed workflow inside your Microsoft environment.
Automation Care
Monitor agreed workflows, investigate failures, make approved adjustments and report on operation.
Microsoft platform capabilities
Use the right Microsoft tool for each part of the workflow.
Capabilities depend on licensing, configuration, security policy and the systems that need to be connected.
Power Automate
- Approvals and notifications
- Task and record creation
- Scheduled workflows
- System updates
- Exception alerts
SharePoint and Lists
- Structured records
- Document routing
- Request registers
- Process status
- Controlled collaboration
Teams
- Approval notifications
- Task coordination
- Operational alerts
- Workflow interaction
- Shared visibility
Forms
- Request capture
- Staff submissions
- Customer enquiries
- Internal checklists
- Structured input
Outlook
- Approved notifications
- Follow-up reminders
- Mailbox triggers
- Escalation workflows
- Calendar actions
Copilot and AI
- Summarisation
- Classification
- Drafting assistance
- Information extraction
- Human-reviewed outputs
Solution patterns
Practical workflows built around common Microsoft 365 tasks.
Request and approval
Capture a Forms submission, record it in SharePoint, route approval and notify the requester.
Purchase request
Collect details, route the request to authorised approvers and record the outcome.
Customer enquiry
Create an assigned task, notify the owner and schedule a follow-up reminder.
New starter coordination
Coordinate approved onboarding requests, task assignments and notifications.
Document review
Route a document to nominated reviewers, record decisions and notify stakeholders.
Recurring report
Collect agreed information, prepare a report and distribute it on a schedule.
Expiry reminder
Track contract, licence or document dates and alert responsible people before expiry.
Failure escalation
Notify the appropriate owner when an agreed workflow fails or encounters an exception.
Licensing and architecture
Standard, premium and usage-based services affect the solution.
CyberCrunch confirms the proposed architecture and known licensing considerations before implementation.
| Capability | Typical consideration |
|---|---|
| Standard Microsoft 365 connectors | May be available through existing Power Automate entitlements, depending on your plan and use case. |
| Premium Power Automate connectors | May require additional per-user, per-flow or other Microsoft licensing. |
| Dataverse | Licensing, environment and capacity requirements depend on the solution. |
| AI Builder | May involve capacity, credits or usage considerations. |
| Microsoft Copilot | Requires suitable licences and supported configuration for the intended capability. |
| Third-party connectors | May require vendor licences, API access or premium Microsoft capabilities. |
| Azure services | May introduce separate subscriptions, configuration and consumption charges. |
| Usage-based services | Costs can vary according to workflow runs, data, AI use or connected services. |
Tenant readiness
Check the environment before building the workflow.
Licensing
Confirm the Microsoft products, entitlements and expected additional costs.
Environments
Identify existing development, testing and production arrangements where applicable.
Connectors
Check availability, classification, vendor requirements and technical limitations.
Data location
Understand where relevant information is stored and where the workflow sends it.
Account ownership
Avoid permanent dependence on a personal employee account where practical.
Access security
Review MFA, permissions, service accounts and relevant Conditional Access considerations.
Data governance
Consider Data Loss Prevention policies, retention and connector governance.
Monitoring
Confirm run history, audit visibility, failure alerts and maintenance ownership.
Implementation deliverables
A documented workflow with clear acceptance and ownership.
Workflow diagram
Document the trigger, steps, decisions, systems and exceptions.
Solution design
Define the Microsoft components, data movement, approvals and security considerations.
Connector and permission register
Record relevant connections, owners and required access.
Configured workflow
Build the agreed automation in the approved Microsoft environment.
Test scenarios
Validate expected inputs, decisions, exceptions and failure notifications.
User acceptance record
Confirm the nominated business owner accepts the agreed workflow behaviour.
Operating documentation
Provide practical guidance for use, ownership, known limitations and support.
Post-launch review
Review early operation during the period stated in the project scope.
Delivery process
From workflow definition to supported handover.
Confirm
Define the workflow, business owner, systems, outcome and acceptance criteria.
Review
Check Microsoft licensing, connectors, environments and tenant readiness.
Map
Document the current process, data, approvals, exceptions and fallback steps.
Design
Specify the workflow, security controls, ownership and test approach.
Build
Configure the solution in the agreed environment and document dependencies.
Test
Run agreed scenarios and obtain user acceptance from the nominated owner.
Hand over
Provide documentation, ownership details and agreed user guidance.
Review
Assess early operation and choose the ongoing maintenance approach.
Microsoft security and governance
Protect access, data and workflow ownership.
Least privilege
Use the minimum practical permissions for connections and workflow actions.
Account resilience
Define owner, service and backup ownership arrangements that support staff changes.
MFA and access policy
Use suitable authentication and consider relevant Conditional Access controls.
SharePoint permissions
Review access to lists, libraries and sites used by the workflow.
Connector governance
Consider approved connectors and Data Loss Prevention policy classifications.
Audit and run history
Use available logs and alerts to support troubleshooting and oversight.
Environment management
Separate development, testing and production where complexity and licensing justify it.
Offboarding
Plan ownership transfer and connection changes when staff or providers leave.
Change control
Document who can approve, test and deploy future workflow changes.
Ownership
A workflow should not depend on one person indefinitely.
| Role | Responsibility |
|---|---|
| Business-process owner | Approves process decisions, exceptions and the desired business outcome. |
| Technical owner | Maintains platform oversight, environments, configuration and support arrangements. |
| Connection owner | Maintains authorised workflow connections and responds to credential or access changes. |
| Service-account owner | Maintains approved service-account security and lifecycle responsibilities, where used. |
| Test approver | Validates agreed scenarios and accepts workflow behaviour before release. |
| Maintenance owner | Monitors operation, investigates failures and coordinates approved changes after handover. |
Commercial approach
A fixed quote after discovery.
Pricing depends on workflow complexity, Microsoft licensing, connectors, data, security controls, environments, testing and exception handling.
Your proposal confirms:
- Workflow and Microsoft components included
- Tenant, environment and licensing assumptions
- Required connections and client inputs
- Security and approval requirements
- Test cases and acceptance criteria
- Documentation and post-launch review
- The fixed price for the agreed scope
Automation Care
Keep important Microsoft workflows visible and supported.
After handover, Automation Care can provide agreed run monitoring, failure investigation, connector-change reviews, minor fixes, optimisation time, ownership checks and usage reporting.
Monitor
Review agreed workflow operation, failures and exceptions.
Maintain
Investigate failures and complete approved minor changes within the service scope.
Improve
Use reporting and optimisation time to refine workflow value and reliability.
Frequently asked questions
What to know before building in Microsoft 365.
Is Power Automate included in our licence?
Some capabilities may be included, but entitlements vary by Microsoft plan, connector and use case. Licensing is reviewed during discovery.
Do we need premium connectors?
It depends on the systems and actions involved. Premium or third-party connectors can require additional licences or vendor access.
Do we need Microsoft Copilot?
No. Many valuable workflows are rules-based and do not require Copilot. AI capabilities are considered only where they suit the business need.
Can you automate employee onboarding?
We can automate request capture, approvals, tasks and notifications. Account creation and permission changes require separately approved administrative scope and controls.
Can Power Automate connect to our CRM?
Potentially. Feasibility depends on the CRM, connector or API availability, licensing, permissions and vendor restrictions.
Where is workflow data stored?
Storage depends on the architecture, connectors and Microsoft services used. Data locations and movements are documented during design.
What happens if the workflow owner leaves?
The handover should define ownership-transfer steps, backup responsibilities and connection arrangements. Automation Care can include periodic ownership checks.
How are failures detected?
The design defines available run history, notifications, owners and fallback procedures for agreed failure conditions.
Can you work in our existing tenant?
Yes, subject to authorised access, suitable licensing, tenant configuration and an agreed working environment.
Are licences and usage charges included?
No, unless explicitly stated. Microsoft, Azure, AI and third-party charges remain separate from the implementation fee.
Who maintains the workflow?
Your organisation can nominate an internal owner, use an existing provider or arrange Automation Care with CyberCrunch.
Are savings guaranteed?
No. Expected value uses agreed assumptions. Actual results depend on adoption, process volume, data quality, system availability and ongoing maintenance.
Related resources
Plan the workflow before choosing the Microsoft components.
Start with one Microsoft workflow
Request a Microsoft 365 workflow assessment.
Tell us about the current process, Microsoft tools, other systems and desired outcome. We will confirm discovery requirements, licensing considerations and the next fixed-scope step.