Connecting Microsoft License Management to the SysAid AI Agent Builder

The SysAid AI Agent Builder seamlessly integrates with Microsoft Office 365, giving you powerful new ways to manage user licenses.

Once connected, you can use AI Agents to retrieve, assign, and remove Office 365 licenses directly from within SysAid. You can get started with built-in capabilities or create custom AI Agents to automate and streamline your Office 365 license management.

In this article, we’ll walk you through the process of connecting the AI Agent Builder with Microsoft Office 365.

Setting up the connection

Follow these steps to set up and connect your SysAid AI Agent Builder with Microsoft Office 365.

Step 1: Open the Microsoft Entra ID Graph API AI Connection

1. In your SysAid account, go to Settings > SysAid AI Agents> AI Agents Builder.

2. Search and select the Microsoft License Management API in the menu to the left.

3. You’ll see 3 fields to fill in: Tenant ID, Client ID, and Client Secret.

We’ll walk you through finding these details and adding them to the AI Agent Builder to connect it to the Microsoft Graph API.

Keep your SysAid account open in one tab and open a new tab to connect to your Azure portal.

Step 2: Add the Tenant ID

1. Log in to Azure and navigate to Azure Services.

2. Select Microsoft Entra ID.

3. In the Overview section, copy the Tenant ID.

4. Back in SysAid, paste the copied ID into the Tenant ID field within the AI Connection.

Step 3: Generate the Client ID

1. In Azure, go to Manage > App Registrations.

2. Click + New Registration.

3. Enter a name for your application, for example, "SysAid AI Agent Builder - Office 365" 

4. Keep the default settings and click Register.

5. Scroll down to API Permissions and click + Add a permission > Microsoft Graph > Application permissions.

6. Add the Directory.ReadWrite.All, User.ReadWrite.All permission from the Application Permissions section.

   Please note:

   We recommend providing SysAid with the higher privileged permissions to create more comprehensive AI Agents, however, you can choose to use the least privileged LicenseAssignment.ReadWrite.All permissions.

7. Click Add Permission.

8. Select Grant admin consent for SysAid to finalize permissions.

9. Return to the App Registration section and select the newly created application.

10. Copy the Application (Client) ID from the Overview section.

11. In SysAid, paste this ID into the 'Client ID' field.

Step 4: Create a Secret Key

1. In Azure, go to Manage > App Registration and select the newly created application.

2. Go to Certificates & Secrets under the Manage menu.

3. Click + New Client Secret.

4. Add a description and select an expiration date for the secret.

5. Click Add to generate the key.

6. Copy the Secret Value (displayed only once).

7. Back in SysAid, paste the value into the "Client Secret" field.

Step 5: Test the Connection

Once the Tenant ID, Client ID, and Client secret are set:

1. Click on Test in the AI Agent Builder.

2. Wait for confirmation that the test was successful.

3. Click Publish.

You are now ready to leverage the SysAid AI Builder’s capabilities to automate workflows and enhance productivity.

Please note:

If the test fails, please recheck the details and try again. If the issue persists, contact support.

Next steps

You can now use the prebuilt AI Agents. To view all available prebuilt AI Agents, see Prebuilt AI Agents Overview.

You can also create your own AI Agent from scratch using the AI Agent Builder. To learn which API capabilities are available for License Management, go to Microsoft Learn.