New Microsoft 365 integration solves the hybrid challenge

Note:This feature is available with SaaS Management.

SaaS Management’s new Microsoft 365 integration creates a single connection to your Microsoft 365 subscription that includes Office 365, Dynamics 365, Power BI, Project, Visio, and any future applications added by Microsoft.

Best Practice:Flexera recommends creating the new Microsoft 365 integration to view your organization’s Office 365, Dynamics 365, Power BI, Project, and Visio license usage data. Any existing Office 365, Dynamics 365, Power BI, Project, and Visio integrations in SaaS Management will be superseded by this new Microsoft 365 integration. To deactivate an existing integration, refer to the Integrating Microsoft 365 Licenses from SaaS Management to IT Asset Management section of the Microsoft 365 and Microsoft 365 Client Credentials integration instructions.

Tip:The Microsoft 365 Client Credentials integration uses the more secure authentication method OAuth2 with Client Credentials.

Microsoft 365 integration features

As with the existing Office 365 integration with SaaS Management, this new Microsoft 365 integration includes information relating to users, activity, license information, and license differentiation. The following new features help you further manage your organization’s Microsoft 365 subscription.

Filtering Microsoft 365 users by UPN (User Principal Name)

The Microsoft 365 Users tab includes a UPN column for filtering users.

Viewing your organization’s hybrid Microsoft 365 position

The top of the Microsoft 365 Overview tab includes the View the hybrid Microsoft 365 position link to open Flexera’s IT Asset Management License Summary page. Then filter the Publisher name by Microsoft. Together, Flexera’s SaaS Management and IT Asset Management applications provide a complete view of your organization’s hybrid (online and traditional desktop) Microsoft product usage.

Integrating Microsoft 365 Licenses from SaaS Management to IT Asset Management

To import the Microsoft 365 licenses from [ProductName] to Flexera’s IT Asset Management All Licenses page, which feeds to the License Summary page, ensure the Flexera SaaS Manager integration is enabled in the IT Asset Management Integrations tab. For details, refer to the IT Asset Management Settings: Integrations Tab section of the IT Asset Management documentation.

Follow the steps below to integrate Microsoft 365 licenses from Flexera’s SaaS Management to IT Asset Management.

To integrate Microsoft 365 Licenses from [ProductName] to IT Asset Management

1. In [ProductName], disable the existing separate Office 365, Project, Visio, or Dynamics 365 integrations to delete the license information. To disable the integration, navigate to the managed SaaS application’s Overview tab. On the upper-right side of the Overview tab, click the Application Details link to open the Application Details window. In the Application Details window, click Deactivate.
2. When the Flexera SaaS Manager integration is enabled in the IT Asset Management settings, the Import Inventory job is executed overnight.
3. After the Import Inventory job is executed the next day, delete the Microsoft licenses now marked as “Retired” in IT Asset Management.

Note:Any purchases managed in IT Asset Management and associated to the now retired/deleted licenses will return back to an “Unprocessed purchase”.

Best Practice:To avoid confusion and potential license duplication, Flexera recommends that any licenses created in IT Asset Management for Project / Visio / Dynamics 365 be deleted as the new [ProductName] Microsoft 365 integration also creates these licenses with imported entitlement and consumption.

4. Set up the Microsoft 365 integration in SaaS Management per Integrating Microsoft 365 with SaaS Management.
5. After the Import Inventory job is executed in IT Asset Management the next day, the Flexera SaaS Manager integration creates all the Microsoft 365 licenses with purchase counts and consumption counts.

Managing available Microsoft 365 licenses

Once the License Information integration task for Auto-Populated Microsoft License Information is enabled within SaaS Management, you can add or remove the Microsoft 365 product licenses you wish to manage from your Microsoft portal. The Microsoft 365 Licenses tab includes a Manage Available Licenses slideout for selecting licenses.

Additional resources

To learn how to set up the new Microsoft 365 integration, see the Microsoft 365 and Microsoft 365 Client Credentials integration instructions.

See the Application Task Tracking chart for the available integration tasks for Microsoft 365 and Microsoft 365 Client Credentials.