Applies to:
Atria Version 12.13.15 or Newer.
Steps in Creating a new Microsoft 365 Group via Atria
- Go to Customer Main Menu in the left pane > Click Customers > Search for the Customer.

- Click the Customer > and Click the Services menu in the left pane as shown below.

- Expand Microsoft Online > Group Management

- Click the + Add button and select which type of Group from the provided list. These also contain a description of what the group does.

- Microsoft 365 - Allows teams to collaborate by giving them a group email and a shared workspace for conversations, files, and calendars. In Outlook, these are called Groups.
- Distribution List - Creates an email address for a group of people
- Security Group - Controls access to OneDrive and SharePoint and can be used for Mobile Device Management for Microsoft 365
- Mail Enabled Security Group - Sends messages to all members of the group and gives access to resources like OneDrive, SharePoint and admin roles
For each of these groups, they have different configuration options and requirements.
The overall user interface is similar, where you fill out the required properties and then add Owners and Members

Then, select "Save".
This will then create and add the relevant properties to the group directly in Microsoft 365.