Crates

Add functionality to select Monthly or Yearly NCE license if both exist when adding license to new user in Onboarding workflow

Currently the "Billing Count Report" and "ConnectWise PSA Agreement Mapping" Crates use the count of Licensed users as the O365 License quantity. This is OK if you are able to remove licenses from MS Subscriptions when a user is offboarded but if your Subscription is NCE then you are NOT able to reduce the number of licenses until the 12 month commitment is up with Microsoft. So, when REWST updates the PSA Agreement to be less than what MS are charging the MSP - the MSP is basically paying for the extra license for the client - even if the client is under contract and know that they have to pay for the full number of licenses.

It could take a few days to realize a specific webhook trigger wasn't firing for a specific tool though if there was an alert to say "your workflow hasn't fired in 2-3 days" type of thing could help with minimizing downtime and imrpove troubleshooting

I would like to see updates like on the Onboarding crate that when it creates the shared mailbox, it updates us on the internal side of the ticket. Basically, at the end of every option in the form that is selected it updates the ticket.

I’d love for OneDrive access delegation to be added to the offboarding workflow.

Currently the workflow is removing groups first, then licenses. However there are a few specific scenarios where it is failing: 1) Group based licenses are for add-on license types (e.g. Defender for Office Plan 2) and is using dynamic membership rules for users having the dependent licenses that are assigned directly (e.g. M365 Business Premium). In this case, direct licenses have to be removed first in the workflow, before groups are removed. 2) Direct licenses are add-on types and have dependent licenses assigned by M365 groups for hybrid-synced users*. When the workflow removes licenses, it doesn't know that there are a mix of group-based and direct licenses, and will just fail when it encounters a group-assigned license. *This is related to another issue with hybrid-synced users' M365 groups not being removed in the User Offboarding V2 workflow. Since I run the M365 group removal in a listener workflow, it will fail to properly remove licenses.

I'd like to have an option, particularly with the user onboarding/offboarding crates, to notify the requester via the ITSM/PSA Platform, instead of through the send_mail_as_user function. An example use case would be to notify the supervisor of the offboarding through the ticketing platform, that way email communication remains cohesive. I can see adding some ORG VARIABLES like "send_notices_from_itsm" as a boolean. If set to true, take the path of calling an email action from the PSA (in my case HaloPSA).

Pulling logs from O365, identifying and rectifying malicious mail flow rules. Grabbing forensic data from cloud & end-user devices

Add an on failure loop, you could cap that to maybe 5 attempts before it updates the ticket. Then have it update the ticket with the link to the actual WF or SWF failure for easy review.