Hi all

I've recently added the SaaS module, primarily to manage Microsoft 365. After integrating it, I noticed that all my guest accounts were automatically listed as requesters. I was able to clean this up manually once, but it’s not ideal.

The bigger challenge for me is the workflow. I’d love to hear how you’re handling this.

Under "Software," the Saas Module created a new entry called Microsoft 365, which includes all the licenses we have in our tenant. However, I’m unsure how to assign these licenses to individual users. I need to distribute specific licenses—not just the general Microsoft 365 bundle. For example, one user might have Visio, while another doesn’t. All licenses are grouped under the Microsoft 365 entry, which makes it hard to manage. I hope that makes sense.

Additionally, the SaaS module automatically created separate software entries for some Office 365 applications like SharePoint, OneDrive, and Outlook—but not for all. I’m not sure why only certain apps were added or how that selection was made.

Now here’s the situation: we receive a single invoice from our vendor that includes all Microsoft licenses we’ve purchased. I record these under "Contracts" by creating individual contract entries—so if the invoice includes 20 licenses, I create 20 separate contracts in Freshservice.

My question is: Would you assign these contracts to the general Microsoft 365 SaaS object (which contains all licenses), or would you manually create separate software entries for each Microsoft product that has its own contract?

Here’s an example of what our vendor’s invoice looks like: one document listing all licenses with varying quantities.

A invoice from my vendor with all licenses on one invoice

Thanks in advance for your insights!