Automate Provisioning

Manage the entire Microsoft Teams user lifecycle with rule-based automation driven by Entra ID attributes and group memberships.

Automatically assign, reassign and remove phone numbers, policies and licences as users join, move, or leave the organisation.

  • Automate User Lifecycle Management

  • Enforce Consistent Standards

  • Maintain Governance & Control

  • Eliminate Errors & Service Delays

Diagram showing ways to create automation rules With AND and IF logic.

Optimize Microsoft Teams User Lifecycle Management & Provisioning

Many organisations rely on PowerShell scripts, spreadsheets, service desk requests and manual administration to manage Microsoft Teams Phone users. As environments grow, these processes become harder to maintain, more prone to errors and increasingly difficult to scale.

Callroute automates user lifecycle management across Teams Phone, helping you standardise provisioning, streamline changes and maintain consistent configurations across your organisation.

By automating routine administration end-to-end, IT teams can spend less time on repetitive user management tasks, focus on higher-value initiatives, and improve productivity across the business.

Automate Moves, Adds, Changes and Deletes

Standardise Teams Configuration

Integrate With ITSM Approval Workflows

Cut Manual Administration & Operational Costs

Key features of Our User Management Platform

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.

Diagram showing Creation of Microsoft Teams user personas.

Standardize User Lifecycle Management

Define user’s Teams Phone experience and automatically apply the correct configuration throughout the user’s lifecycle.

  • Eliminate manual administration

  • Standardise policies and configuration

  • Automate joiner, mover and leaver experience

Organize & Manage Your Phone Numbers

Manage all phone numbers in one place and categorize using tags and locations. Automate allocation throughout the user lifecycle.

  • Categorize numbers for certain usages and locations

  • Reserve and quarantine numbers for future use

  • Automatically assign, reassign and recover numbers

Diagram showing phone number management and organization with different countries.
Diagram showing creation of license groups with licenses.

Upgrade Microsoft 365 License Assignments

Ensure users always have the licences required for Teams Phone services by automatically assigning the right licence packages based on user attributes, role or department.

  • Create license packages to meet deployment needs
  • Apply licenses during new user provisioning or upgrades

  • Continue workflows once licences become available

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 by business function

  • Individual, Distribution Group, or Voice Enabled Channels

  • Automatically add users as agents to all queues in a group

Diagram showing the ceation of Teams call queue groups.
Diagram showing the creation of a group of teams.

Organize Teams By Department, Project, Or Role

Speed up user access from day one. Ensure users have access to the collaboration teams they need without reliance on community sourced membership.

  • Group teams by location, role, or department

  • Add users as members or owners automatically

  • Update access automatically as users change roles

Create Rules Based On Entra ID Attributes

Create rules based on conditions matching your users’ Entra ID user object data to drive automated user lifecycle management. Automate every hour to set and forget.

  • Target user attributes, group memberships, or both

  • Create multi-targeted rules for least admin effort

  • Automatically apply the right Teams configuration

Diagram showing automation rule creation witn AND and OR logic.
Video cover image, Automate provisioning processes.

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.

Seamless integration with servicenow.
Seamless integration with Zendesk.
Seamless integration with workday.
Seamless integration power logos.

4 Benefits Of Automating Teams Provisioning With Orto

0%

Operational Cost Savings

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More time efficient vs manual processes

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More accurate at getting it right the first time

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Less stress in your IT admin team​

Pricing Calculator

Number of Changes Per Month
How many moves, adds, changes do you perform in a month?

500

50

1000

Estimated cost of changes per month:

£18,750.00

Estimated cost of changes per year:

£225,000.00

Savings with auto provisioning per month:

£13,312.50

Total Savings Per Year:

£159,750.00

Pricing Plans

Currency:

GBP
  • GBP
  • EUR
  • USA

Orto Standard

Simplify Microsoft Teams user management – numbers, policies, licenses, and call queues.

Orto Pro

For enterprises that want to fully automate Microsoft Teams user provisioning and user lifecycle management.

No. Users:

£0.50 monthly per user

N/A for selected user count

Minimum users

50+

200+

Number inventory management

Policy & persona management

Granular Roles-Based Access Control

Delegate user management by region

Microsoft license administration

Call queue administration

Automated provisioning

Provisioning API

Use Cases

Joiners, Movers & Leavers Lifecycle
Automation

Automate the full Microsoft Teams user lifecycle. As users join, move departments, change locations or leave the organisation, policies, licences and phone numbers are assigned, reassigned or removed automatically. Numbers can be quarantined, recovered and reallocated when required, ensuring consistent governance and end-to-end lifecycle control.

ITSM-Driven Provisioning via API

Integrate Callroute with ITSM platforms such as ServiceNow via API to trigger automated provisioning workflows. Changes approved in your service desk can automatically apply number assignments and policy updates, reducing manual effort and enforcing governance.

Consistency Across Regions & Tenants

In multi-region or multi-tenant environments, configuration drift is common. Automation ensures users in similar roles automatically receive identical number and policy configurations, maintaining governance, consistency and operational control across locations

What Our Customers Say

“Overall very good. Its a simple product, easy to use. Company good to deal with, quick to respond to issues and knowledgeable support team.

Quick to assign numbers to users. Very easy to find either free unused number or those that are allocated and who to. Tagging system is useful for reporting.”

Toby

Head of Service Management in UK

Publishing, 1,001–5,000 Employees

“Overall, my experience with Callroute was solid. The platform offered strong integration capabilities and simplified several aspects of voice routing and number management. While there were areas that could be more intuitive, the core functionality was dependable and added value operationally.
What I liked most about Callroute was how seamlessly it integrates with existing communication platforms. It removes a lot of the complexity around voice routing and number management, which makes day‑to‑day operations much smoother.”

Verified Reviewer

Verified User

Insurance, 11–50 Employees

“Our partnership with Callroute has always been outstanding. Communication is seamless, and they consistently demonstrate exceptional customer focus. They are not just a partner; they are a true enabler of global telephony uptime. Their support is exceptionally responsive and a pleasure to work with, even on the rare occasions it’s needed.”

Dave

Health, Wellness & Fitness, 1,001–5,000 Employees

Telephony Engineer in UK

Used the Software for: More than 2 years

“Happy user. Has been great. This makes it much easier to manage numbers. Ease of use and quick support when I have had any issues.”

James

Technical Specialist - Collaboration in US

Packaging & Containers, 10,000+ Employees

Used the Software for: Less than 6 months

“Makes Teams Phone Managers lives easier! Callroute lets you manage Microsoft Teams Phone configuration by an easily and user friendly portal. Callroute separate the Teams telephony settings from the Teams Admin center so that the telephony administrator can only configure that what is neccesary for Teams Phone functionality and call routing… makes Teams Phone management clear and easy!”

Arnold

Product Manager Cloud in Netherlands

Telecommunications, 11–50 Employees

Used the Software for: Less than 6 months

“Works with Microsoft Teams and a better management platform – easier to use than older ‘clunkier’ platforms. Callroute is value for money in one platform. Easy to use and a great experience, with simple management for all changes.”

Ronald

Managing Director in UK

Information Technology & Services, 2–10 Employees

Used the Software for: More than 2 years

“The Orto product has allowed us to completely streamline the Teams Phone System provisioning process for around 3500 users, saving myself and my colleagues a lot of time. Callroute as a company have a great support response and are also very open with sharing upcoming features and taking in feature requests. Overall, I couldn’t fault them…the product itself has taken a weight off my teams shoulders in a very busy project.”

Elliott

ICT Network Support Officer in UK

Government Administration, 1,001–5,000 Employees

Used the Software for: Less than 12 months

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Frequently Asked Questions

Yes, you can try Callroute free with a 14-day trial. No credit card and no commitment required. Your trial includes:

  • 1x UK 0330 number
  • 1x single concurrent call limit
  • Connect up to 4 Microsoft Teams tenants
  • Explore all Callroute Teams Calling features
  • Explore all Orto Teams User Management features

To get started, book a guided setup session so we can tailor the trial to your requirements. All you need is an email address, which you’ll verify during setup.

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.

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.

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.

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.
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.

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.

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.

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.
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.
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.