Automate User Onboarding with HaloPSA and Microsoft 365 | Full Tutorial

In this video, I’ll show you how to take the hassle out of user onboarding with a powerful integration between HaloPSA and Microsoft 365. Say goodbye to manual processes and hello to automation that gets the job done faster and more efficiently!

🎬 What You'll Learn:

How to set up HaloPSA to handle user onboarding requests automatically.
Step-by-step guide to integrating Microsoft 365 with HaloPSA using Power Automate.
Best practices for creating seamless workflows that save time and reduce errors.

💡 Why Watch?

Onboarding new users doesn’t have to be a repetitive headache. I break down the entire process, combining HaloPSA and Microsoft 365 into a streamlined solution that will make you look like an IT rockstar. Whether you’re managing a growing team or just want to get back to more important tasks, this tutorial is for you.

⚙️ Key Integrations Covered:

HaloPSA Automation Workflows
Microsoft 365 User Provisioning
Power Automate Flows for Efficiency

👍 Engage with Me:

Enjoying the content? Hit ‘Like’, subscribe to the channel, and share this video with others who could use a little automation magic in their lives. Have questions or want to share your own automation wins? Drop a comment below—I’d love to hear your thoughts!

🔗 Check Out More:

Table of Contents:
00:00 -Intro
01:00 -Architecture
04:05 -Prerequisites
06:67 -Halo Form Setup
10:23 -Creating a Webhook
13:39 -Power Automate Flow
26:12 -Demo
29:06 -Power Automate Template
29:33 -Enhancement Considerations
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#microsoft #automation #business #halopsa

Thanks for watching the video Automate User Onboarding with HaloPSA and Microsoft 365 | Full Tutorial

[schneiderbw]

This is a great starting point for someone getting started. I think there might be some operational efficiencies that you could add to make this more streamlined on the HaloPSA side... For instance, instead of creating a new custom integration for each customer, you might be able to piggyback on something like Microsoft Partner Center or CIPP to API in and create the new users through your partner API. I get wanting to use Power Automate, but having to create the same (or similar enough) processes in each customer tenant seems crazy. We could use Power Automate or Azure Logic Apps (or even a Powershell automation account runbook) to standardize the process across customers.

[lostmatt]

Nick - what is the app you use for the diagram in the beginning?