BetterCloud is the leading SaaS Operations Management platform. This means that you can now integrate multiple apps into your BetterCloud workspace, and use our tools to seamlessly manage users and data across your organization.
This article will detail the sections and tools in BetterCloud where you can find integrated Microsoft 365 functionality.
Integrating Microsoft 365 with BetterCloud
Before any functionality will be available for an app in BetterCloud, the app must first be connected and verified. You can find instructions for adding the Office 365 integration here.
Alerts in BetterCloud allow you customize notifications across your organization, helping you to stay up to date on priority items. There are a variety of alerts available for Microsoft 365 in BetterCloud, which you can survey by clicking on the Triggered or Manage Alerts options in the left navigation menu. Once you are in the Triggered or Manage Alerts view, you can filter by your Microsoft 365 Integration to explicitly view your Microsoft 365 Alerts:
Alerts in BetterCloud currently available for the Microsoft 365 Integration can be found here: Office 365 Alerts in BetterCloud
For more information and instructions for setting up a new alert, please see here: Alerts
Users from your domain's Microsoft 365 account are available in the BetterCloud directory. They will be marked with the Microsoft 365 logo in the Integration column on each Directory page:
Please note that users may have accounts in more than one service, which would cause them to appear with multiple Integration icons listed.
Read more about Users here: Users
The Files section of BetterCloud is home to file and folder data from your integrations, including Microsoft 365.
OneDrive and SharePoint Online files and folders in the Files section of the platform will be marked with the Microsoft 365 icon and have the Integration name listed in the "Integration" column. In order to differentiate between files stored in SharePoint Online and OneDrive, add the hidden “Location” column by clicking any of the column headers.
Please note: It can take up to 10 minutes for OneDrive and SharePoint files to start appearing in BetterCloud after initially adding the integration.
When entities are selected from primary grids, and sub-grids in flyout tabs, an "Action" menu of available options will appear. If applicable, Office 365 actions will be available to select from the Action menu.
Here is an example of the actions available from the Users List:
Microsoft 365 events and actions are available in the Workflow Builder, organized under the Microsoft 365 header in the WHEN and THEN sections, and marked with the Microsoft 365 logo. These can be combined with events, conditions and actions from other integrations, allowing you to build truly cross-platform automations.
- Files that are “Checked Out” can have their sharing settings modified but cannot be copied, moved, or trashed.
- Every SharePoint Online site will have a folder called “root” that will appear in the Files section.
- Creating a group or team will create a Sharepoint site with a document library. The Files in this library can be fully managed in BetterCloud.
- BetterCloud does not cascade down M365 Nested Groups to trigger Alerts/Workflows.
- Files/Folders that inherit sharing permissions from a parent folder cannot be removed. Please be sure to check the option “Remove Inherited Permissions” in the action to remove these permissions.
Note: This will also remove the permission from any other file/folder that also inherited this permission