Microsoft 365 Assessment tool – detailed steps for assessing 2013 Workflows in a tenant

Hi All,

Greetings for the day!

As 2013 Workflows are retiring, we want to know how many 2013 workflows are in our tenant. We also want to know their status.

We had this major update last year. Major Update : Reminder – Microsoft 365 – SharePoint 2013 workflow retirement – time to take action – need to migrate our existing workflows to Power Automate – https://knowledge-junction.in/2024/04/14/majorupdatem365sp2013workflowretirement/

We are using Microsoft 365 Assessment tool to carry out assessment of 2013 workflows in our tenant.

In this article we will discuss – Take Away from this article

• What is Microsoft 365 Assessment tool?
• Prerequisites for executing Microsoft 365 Assessment tool?
• Demo – How to conduct assessment for 2013 Workflows in our tenant
• Next actions

What is Microsoft 365 Assessment tool?

• The Microsoft 365 Assessment tool is an open source tool.
• This tool provides us reports to help with various retirement and adoption scenarios.
• Now the tool supports a
  • Microsoft Syntex adoption,
  • Workflow 2013 module
  • InfoPath Forms Services
  • and SharePoint Add-Ins and Azure ACS

Module	Type	Mode parameter	Description
Microsoft Syntex	Adoption	Syntex	Helps to assess our tenant to understand where using Microsoft Syntex will bring value to our organization
Workflow 2013	Retirement	Workflow	Helps us to assess our tenant to understand where we are using Workflow 2013. How upgradable those workflows are to Power Automate.
InfoPath Forms Services	Retirement	InfoPath	Helps us to assess our tenant to understand where we re using InfoPath Forms Services. How upgradable those to alternative solutions.
SharePoint Add-Ins and Azure ACS	Retirement	AddInsACS	Helps us to assess our tenant to understand where we are using SharePoint Add-Ins and Azure ACS principals.

Prerequisites for executing Microsoft 365 Assessment tool?

• The Microsoft 365 Assessment tool uses Entra (Azure AD) based authentication Microsoft requires a configured Entra application to run
• Following are the Graph and SharePoint permissions are required to the Entra application

Authentication	Minimal
Application	Graph: Sites.Read.All SharePoint: Sites.Manage.All
Delegated	Graph: Sites.Read.All, User.Read SharePoint: AllSites.Manage

Details

• Download the Microsoft 365 assessment tool – https://github.com/pnp/pnpassessment/releases

• Once we download, we can start using the tool.
• We have choice to do the assessment at tenant level or at site collection level.
• Below is the commands to start the assessment.

Start a new Workflow 2013 assessment (application permissions) for a given site collection – https://knowledgejunction1.sharepoint.com/sites/TestLogoFromSiteDesign/

PS D:\Prasham\microsoft365-assessment> .\microsoft365-assessment.exe start --mode Workflow --authmode interactive --tenant knowledgejunction1.sharepoint.com --applicationid 768437d9-957a-4a5e-b91a-f68213bf6d33 --siteslist "https://knowledgejunction1.sharepoint.com/sites/TestLogoFromSiteDesign/"

• As we are running tool with “interactive” attribute, we will get prompted to login details as in below snap

• As we get successfully logged in, we can close the browser

• As we get successfully logged in, we get the respective messages as

• For every execution, one unique id is assigned, which is used to get the reports.
• We have “list” attribute to see the status of each execution of tool as shown in below snap.

.\microsoft365-assessment.exe list

• We can pull the report with “report” attribute.
• There are two types of reports are generated
  • Power BI report – This report is opened in Power BI Desktop (see https://aka.ms/pbidesktopstore to install Power BI Desktop).
  • CSV files

PS D:\Prasham\microsoft365-assessment> microsoft365-assessment.exe report --id d061b7ff-5012-4cd1-a8d4-945cc18a3fd8

• Various CSV files are generated

• “workflows.csv” file holds all the details. Next are the details which this file includes.

Next actions

• Based on report, we need to plan migration activity. Migrating these workflows to PowerAutomate.
• We need to inform our workflow development team
• Need to start training on Power Automate
• We need to update our training document if any available

REFERENCES

• Microsoft 365 Assessment tool – https://pnp.github.io/pnpassessment/index.html
• Microsoft 365 Assessment tool download documentation – https://pnp.github.io/pnpassessment/using-the-assessment-tool/download.html
• Major Update : Reminder – Microsoft 365 – SharePoint 2013 workflow retirement – time to take action – need to migrate our existing workflows to Power Automate – https://knowledge-junction.in/2024/04/14/majorupdatem365sp2013workflowretirement/