Automate Your Microsoft Teams Provisioning Tasks
Use our rule-based user provisioning to automatically configure your users’ Teams experience using their Entra ID attributes or group memberships.
- No PowerShell scripts
- Cut manual provisioning
- Save valuable admin time
- Eliminate provisioning errors
Why Your Enterprise Teams Management Needs Automation
If you’re managing Microsoft Teams at scale, you’re likely juggling PowerShell scripts, manual spreadsheets, and custom workflows to keep up with provisioning demands. But these workarounds weren’t designed for speed, scale, or security.
Manual Processes
Time-intensive tasks like assigning numbers, & policies for each starter or mover drain time & cause errors.
Complex Scripting
Custom PowerShell & scripts are hard to maintain, & usually owned by a few key individuals, creating bottlenecks.
Inconsistent Experiences
No enforced templates means configuration varies, causing errors, access gaps, & frustrated users.
No Approval Integration
Disconnected systems leave processes misaligned with HR & ITSM approval platforms, creating delays.
Optimize Microsoft Teams User Management & Provisioning
Release your IT admins from time-consuming tedious tasks and unlock company-wide productivity.
Automating Teams administration end to end allows you to concentrate on more important tasks-making you and your team more effective and increasing overall business productivity.
Reduce Errors
Automating common provisioning tasks eliminates manual error and follow-up support tickets.
Enforce Standards
Create user profiles to match user job roles & functions. Deploy the right experience first time.
Integrate With ITSM
Use our API to integrate with ITSM approval systems such as ServiceNow that triggers provisioning tasks.
Cost Savings
Save around 77% on operational costs through automating provisioning & freeing up admin time.
How To Automate Microsoft Teams Provisioning With Orto
Enable your IT team to work smarter (not harder) by embracing the power of automation for Microsoft Teams Phone to enrich your support capabilities, not to replace them.
Standardize User Provisioning
Define the Teams experience that users in different departments and locations should receive.
Build your Teams user policy combinations to match these experiences into personas that can be applied to each user.
- Eliminate human error
- Speed up policy assignment
- Set up new starters immediately
- Apply consistent experiences across user groups
Organize & Manage Your Phone Numbers
Arrange your phone numbers in one place. Categorize and divide them using tags and locations so you can select the right number for a user.
- Categorize numbers for certain usages
- Reserve and quarantine numbers for future use
- Create ranges for each of your business locations
- Automatically assign a number as part of a user persona
Upgrade Microsoft 365 License Assignments
If a user needs to be activated for Teams Phone, they probably don’t have the license already assigned.
- Create license packages to meet deployment needs
- Apply licenses during new user provisioning or upgrades
- Waits for licenses to be active and continues provisioning
Add Users To Call Queues As Agents
Tired of adding the same user to multiple call queues because their department has 9 IVR options?
- Group queues together to match business function
- Individual, Distribution Group, or Voice Enabled Channels
- Automatically add users as agents to all queues in a group
Organize Teams By Department, Project, Or Role
Speed up user access from day one. Users need access to several collaboration teams to work effectively. Remove reliance on community sourced membership.
- Group common teams by location, role, department
- Add users as members or owners automatically
- As users move roles, update their teams access
Create Rules Based On
Entra ID Attributes
Create rules based on conditions matching your users’ Entra ID user object data. Automate them to run every hour so you can set and forget.
- Use user attributes or group memberships, or both!
- Create multi-targeted rules for least admin effort
- Configure the Teams experience each user needs
Cascade Automation Rules
Configure the order rules should execute to enable you to cascade configuration.
- Deploy baseline experiences by default
- Granular targeting based on custom parameters
- Full audit trail of changes made
Seamlessly Integrate with ITSM Tools Like ServiceNow
Orto integrates with ServiceNow, Zendesk, WorkDay, Jira, and other ITSM platforms via its secure API. This lets you automate Microsoft Teams provisioning directly from tickets and workflows.
Using the Orto API, you can trigger automated license, number, and policy assignment based on Entra ID user information. No scripts or manual steps required.
Every action is tracked, auditable, and aligned with your change processes, helping you reduce errors, accelerate onboarding, and stay in control.
What If My Entra ID Data Isn't Compatible?
If your AD is out of date or user attribute targeting might be a challenge, choose from these built-in options:
- Target users by AzureAD Group membership
- Supply the condition data in an API call
4 Benefits Of Automating Teams Provisioning With Orto
Savings
Automation FAQs
What is Microsoft Teams provisioning automation?
Automated Microsoft Teams provisioning refers to using tools or workflows to automatically create, update, and manage user accounts, licenses, policies, and Teams Phone configurations without manual IT intervention.
With Orto by Callroute, you can automate Microsoft Teams user management at scale with no-code, reducing errors and accelerating onboarding.
Do I need to automate Microsoft Teams provisioning?
If you’re manually setting up users, licenses, and Teams Phone settings, automation can save you time, reduce errors, and streamline onboarding. This is particularly beneficial if you are in a large enterprise with 500+ users, with a high volume of user moves, adds, changes, and deletes that cause significant provisioning tickets, with repeated provisioning tasks. That’s where errors, delays, high costs, and impacts to user experience creep in.
Automation with Orto is suitable for growing teams, busy IT departments, and MSPs managing multiple tenants. You can automate common provisioning tasks, integrate with ITSM tools, and use it to set up granular roles-based access control.
With a tool like Orto, provisioning becomes fast, accurate, and removes manual and error-prone processes.
How much can I save by automating Microsoft Teams provisioning?
The savings of automated user provisioning depends on the number of adds, moves, and changes your organisation makes around managing Microsoft Teams users.
If you assume that an average ticket costs $50 to process end-to-end and you have 1000 tickets a year, then it’s simple math! So do your research on your ticket volumes! Explore our automated provisioning cost calculator above.
Read more about cost savings here.
Is Microsoft Teams provisioning included in my Microsoft 365 license?
No, Microsoft 365 does not include automated Teams provisioning by default. While you can manually configure users or build flows with Power Automate, these options require significant admin effort or custom scripting. Orto offers no-code end-to-end provisioning automation purpose-built for Teams and Teams Phone.
What’s the difference between Orto and Power Automate for Microsoft Teams provisioning?
While Power Automate is a general-purpose workflow tool, Orto is purpose-built to automate Microsoft Teams provisioning for Teams Phone.
Unlike Power Automate, which requires complex flows, custom Graph API scripting, and manual maintenance, Orto delivers no-code automation tailored specifically to user onboarding, number assignment, license management, and policy configuration.
It integrates directly with HR and IT systems, supports multiple teams tenants in one interface, and offers advanced granular RBAC and audit logging out of the box.
For IT admins and service providers looking to scale Teams provisioning without scripting or flow failures, Orto is a faster, more reliable alternative to Power Automate.
Can I customize provisioning workflows with Orto?
Yes. You can build automation rules from scratch that you can tailor to your organization’s needs.
You can create automation rules based on user attributes (e.g. job title, department, region) and define actions like license assignment, Teams group membership, and telephony enablement.
Is Teams user provisioning automation secure?
Admin access to Callroute is secured via your corporate 365 SSO login, along with fine-grained RBAC controls to ensure only authorised admin users can set up and run automations.
All automation activities are logged for auditing and compliance.
What systems can I integrate with for automated provisioning?
Callroute supports integrations with Microsoft Entra ID, HR platforms, and other ITSM tools such as ServiceNow using the Callroute API. These integrations can trigger automation workflows accordingly once set up with the Callroute API.
Does Orto support bulk provisioning for Microsoft Teams?
Orto supports bulk provisioning. Whether you’re onboarding a handful of users or thousands, Callroute enables bulk user provisioning in Microsoft Teams with consistent policies and zero manual effort. This is ideal for seasonal hiring, mergers and acquisitions, or IT transitions. You can also bulk provision users via an old-fashioned CSV file if you like. We make it easy.
Can MSPs use Callroute to automate Teams provisioning for their clients?
Yes. Callroute is used by many Managed Service Providers (MSPs), allowing them to automate Microsoft Teams user provisioning across multiple tenants. This includes policies, phone numbers and licenses for common roles, locations or departments, and can be tailored to each customer’s setup.
Start Automating Your Teams Provisioning Today
Join other large enterprises automating their Microsoft Teams Phone provisioning processes.
Book a demo with our experts at a time that suits you.
