Start-Onboarding -WithHarmony

Automating User Onboarding with Power Automate: A Symphony of Efficiency
Introduction
In the realm of IT administration, onboarding new users can often feel like orchestrating a complex symphony. Each instrument—forms, approvals, licenses—must play in harmony to create a seamless experience. What if we could automate this symphony, ensuring each note is played flawlessly? Enter Power Automate.
The Challenge
Manually onboarding users is time-consuming and prone to errors. From collecting user information to obtaining approvals and assigning licenses, the process can be cumbersome. We needed a solution that:
Collects user data efficiently.
Automates approval workflows.
Assigns licenses without manual intervention.
Handles exceptions gracefully.
The Solution: Power Automate Flow
We designed a Power Automate flow that:
Triggers when a new Microsoft Form is submitted.
Initiates an approval process.
Waits for the approval decision.
Assigns the user to a license group upon approval.
Handles scenarios where licenses are unavailable.
Flow Breakdown
Trigger: Microsoft Forms Submission
The flow begins when a new response is submitted via Microsoft Forms. We use the "When a new response is submitted" trigger to capture this event.
Get Response Details
Using the "Get response details" action, we retrieve the user's information, such as first name, last name, and email address.
Initialize Variables
We initialize variables to store user details and construct the User Principal Name (UPN).
Approval Process
Create an Approval: We use the "Create an approval" action to send an approval request to the designated approver.
Wait for an Approval: The flow then waits for the approver's response using the "Wait for an approval" action.
Condition: Approval Outcome
We add a condition to check if the approval outcome is "Approve". If approved, the flow proceeds to assign the user to the license group.
Assign License
The user is added to the appropriate Azure AD group that has the necessary licenses assigned.
Handle License Unavailability
If licenses are unavailable, the flow sends a notification to the administrator, indicating that manual intervention is required.
Delay and Notifications
To ensure timely communication:
We add a delay of 30 minutes before sending a welcome email to the new user.
Notifications are enabled to inform approvers of pending requests.
Reassignment is allowed to delegate approval tasks if necessary.
Lessons Learned
Dynamic Content: Utilizing dynamic content in expressions allows for flexible and personalized messages.
Error Handling: Implementing conditions and error handling ensures the flow can manage exceptions gracefully.
Licensing Constraints: Understanding that Microsoft 365 does not automatically purchase additional licenses is crucial for planning.
Conclusion
Automating user onboarding with Power Automate transforms a manual, error-prone process into a streamlined, efficient workflow. By orchestrating each component—forms, approvals, and license assignments—we create a harmonious experience for both administrators and users.