Employees work in AIM. Owners can connect Microsoft for identity, reporting, collaboration, and optional exports.
Microsoft connects for identity, reporting, collaboration, and optional exports. This preview does not sign anyone in, publish a report, or send a message.
Microsoft proves who is signing in. AIM separately decides which organization, store, role, and actions that verified identity may use.
Sign in with Microsoft →No browser-provided identity, email, role, or store is accepted as authorization. AIM access remains closed until server-side profile and membership checks are connected.Filter Inventory, then download exactly that visible view as a labeled CSV file.
Open Inventory →The export contains representative or local-session bin records only. It does not change Excel, Baseline, or hosted AIM.AIM can deliver approved reports to a familiar Microsoft location without asking employees to maintain another list.
Governed AIM measures can feed Power BI and later appear inside AIM after the metric definitions are validated.
Pickup and exception tasks can notify the assigned person and deep-link back to the exact AIM workflow.
Begin with Frisco’s employee setup and bin workflow, then move into owner reporting using the same representative operating model.