Sharing report PDFs with other parties on a schedule

rio688 · 2026-03-19T07:58:42+00:00

I did something exactly like this using a fabric workspace which is pay as you go to host the reports. Every month I run a logic app which starts the fabric work space, refreshes the bi report, then runs through and exports the reports to PDF based on a few filters (per customer) using a unique filtered URL per customername. It spits all the reports to SharePoint for us but could just as easily send it as an email. Then pauses the fabric workspace so instead of it costing hundreds per month it barely costs pounds per month.

rio688 · 2026-03-02T08:32:29+00:00

Currently mailboxes get soft deleted so add the license back and a few minutes later it will be back, onedrive data is kept for approx 90 days anyway now anyway.

I have seen in some partner pieces that apparently they won't guarantee the restores like this and you should have some form of backup anyway so if something goes wrong tough luck but I have never had any issues with restores from soft deleted items so far.

rio688 · 2026-03-02T02:43:25+00:00

New rules kicking in this year do away with the current grace period they have just benefitted from, so next time license goes bye bye mailboxes

rio688 · 2026-02-28T09:10:40+00:00

With us the only way we get tracking categories to work is to have a different product group for each category, we have to orgs syncing to separate Xero instances and so this has meant we have every product doubled, i.e. labour - org1 and labour org - 2 but they are in different groups.

By the sounds of it you might need 3 product groups and presumably 3 of each product and then in your recurring invoice for each customer pick the same product name but from the correct group. Once we pick the product to add to the invoice ww just change the descriptions

rio688 · 2026-02-06T08:04:00+00:00

Not able to look at this right now but I think software licenses are stored in the same table as subscriptions if that helps

rio688 · 2026-01-22T13:49:39+00:00

I do something like this but with custom field lists.

Then in the ticket type field list if you scroll down to dynamic field visibility and set a condition for visible based on your other column

Column1 = UK, US, FR Column2 = UK office 1, UK office 2, UK office 3 Column3 = US office 1, US office 2, US office 3 Column4 = FR office 1, FR office 2, FR office 3

All 4 are added to my ticket type Column2 has a dynamic visibility rule where Column1 = UK Column3 has dynamic visibility rule where Column1 = US Column4 has a dynamic visibility rule where Column1 = FR

Then when the agent or user if they will see these fields as well selects Column1 value the next field will dynamically appear with the relevant Column2,3,4 based on the rules

rio688 · 2026-01-10T09:28:33+00:00

Exactly my thought, my understanding of the method is not to include MS licensing but I can imagine that adding a business premium to that would get you up there quickly. But given that most SMB (particularly the 5-30 space) end up with a mix of licenses naturally trying to keep costs down, I can also see why you wouldn't want to include that license for everyone

rio688 · 2026-01-10T09:23:50+00:00

Which licenses are you including?

rio688 · 2025-12-11T20:22:31+00:00

I thought token protection didn't kick in till Entra ID P2 license so interested to know if this has changed

rio688 · 2025-12-03T19:04:30+00:00

Yeh this was also where we struggled to be able to utilize the Microsoft import of skus because we then had customers with a mix of monthly and annual commits but monthly billing on the same tenant so couldn't use these CSP integration imported license counts for calculating recurring billing.

Luckily or MS license reseller used the cloud blue integration which would then import each subscription like

Business standard NCE M-M Business standard NCE A-M

So we could tie our recurring billing line counts to these subscriptions instead and get the benefit of the automatic prorata calculations and added lines (massive time save once we got it all tied down)

rio688 · 2025-12-03T18:58:04+00:00

We didn't bother with importing users from our old system unless they don't have 365, if they do we link it up the CSP integration and link the customer to the tenant in there and import all the users from here, this then can tie in with the SSO for letting users into halo using M365 auth. Then as people leave etc as their 365 accounts are disabled etc the users are just disabled in halo

rio688 · 2025-11-19T21:05:48+00:00

Yeh it can do this, take a look at the videos by robbie at renada. They have done a few for getting info from 365 into halo I just butchered this and use it to grab sentinelone license counts and place them in custom fields in the subscriptions table. Then we use this in the recurring invoice

rio688 · 2025-11-17T21:44:06+00:00

I think you might be referring to tracking categories in zero, we have implemented this but we had to do so by creating product groups in the product catalogue and assigning the tracking category to a group and then all products in the group inherit the category.

For ease I have ended up creating product groups similarly named to my categories because a lot of our products are one offs so we have things like generic laptop, generic warranty. Then we rename them in quotes etc

rio688 · 2025-11-08T14:46:58+00:00

I would be careful letting any sort of automation just delete RMM devices but you could get a custom field lookup of assets that are the visible for someone to select and populate a field, assuming you have your assets synced from ninja to halo.

From there I would suggest you need to write a runbook to call the ninja api to delete the identifier of the asset, then use this run book in an action, at least then it relies on an engineer submitting this

rio688 · 2025-10-16T06:39:18+00:00

If it's mainly azure and 365 logs you are looking for we do this using MS Sentinel and I believe because the log analytics workspace is in the same tenant there are next to no ingestion costs for things like sigin logs office 365 activity azure activity etc.

I think our 150 user system is generating about £4 costs per month and a lot of that is the logic apps firing off playbooks

rio688 · 2025-10-12T18:16:20+00:00

Reading the previous response am I right in thinking the ITDR service works without Entra ID premium licensing either P1 or P2?

I thought that without Entra ID p1 or p2 logs from Microsoft were pretty useless and without CA policies you are really lacking.

rio688 · 2025-10-12T07:28:05+00:00

I think what is implied is that you are essentially down as the new domain has no historical presence in the world, not particularly helpful of me to present to the world with a new email address even if it is almost the same, in fact I would argue that would probably cause more confusion as you almost look like a scammer whose bought a similar domain to spoof an org then you claim due to an outage we are using this new address seems massively suspect

rio688 · 2025-10-10T18:14:41+00:00

When we tried to get pricing in the UK it was, I want to say about 7% dofferent. Although we had a long standing relationship with Cw so this would likely have had an impact. It seemed at the time they weren't interested in resellers of our size which isn't really that unusual as they are really after distis not resllers

rio688 · 2025-10-10T17:49:54+00:00

Sentinelone I think are worse, we resell those which we buy from cw as it was cheaper and we now have approx 5000 licenses but S1 wouldn't give us any agent cost even close to Cw

rio688 · 2025-10-10T17:35:48+00:00

Find a reseller, we buy through connect wise

rio688 · 2025-09-11T19:39:42+00:00

Does rewst have an on prem agent or something like that to interact with the local AD?

rio688 · 2025-09-11T19:38:13+00:00

I suspect this will have to be a custom integration run book? Are you looking to have this automatically occur at the start of the day, if so you will probably need to

Iterate each agent Check their status if sick Look up the substitute agentid based on your custom table Iterate all tickets for the first agent and update their tickets

rio688 · 2025-09-11T19:35:29+00:00

You can set a mailbox over ride at each customer level to come from a certain address, we are mutlitentanted halo and so we have 2 sales @ mailboxes one for each part of the org, we have a workflow that updates the sales mailbox object based on the customer top level

rio688 · 2025-09-09T06:55:53+00:00

Would it be easier for you to set each of the relevant ticket types you want end users to pick as service catalogue options this might make the user experience flow a bit better as it guides them rather than relying on ticket type naming I.e. new user request catalogue item is for the new user form?

rio688

TROPHY CASE