What automations are included with the ChangePilot App?
The ChangePilot App is provided alongside pre-configured flows and automations that support the recommended workflow and item management.
The reference below describes the included flow codes, purpose, connections and documented default state. Check the installed solution and each flow’s configuration before changing it; customer settings and release behaviour may differ.
CP001 - MSP - MCID tenant Lookup
Supports Item assignment to tenant ID
Connections: Dataverse. Documented default: On.
Operating guidance: Must be On – supports basic functionality
CP002 - Set Change Label
Assigns friendly name to change value
Connections: Dataverse. Documented default: On.
Operating guidance: Must be On – supports basic functionality
CP003 - Auto-close by service category (check installed label)
Closes items within service category
Connections: Dataverse. Documented default: Off.
Operating guidance: Turn ON if required. Create custom copies for alternative services
CP004 - Write lookup to item changes table
Assigns connection for new item changes
Connections: Dataverse. Documented default: On.
Operating guidance: Must be On – supports basic functionality
CP005 - Write status change
Writes status changes to alternative table
Connections: Dataverse. Documented default: On.
Operating guidance: Must be On – supports reporting
CP006 - Auto-close 30 days after Deploy End
Closes items 30 days after deploy window
Connections: Dataverse. Documented default: On.
Operating guidance: Can be turned off if not required.
CP007 - Calculate Health Score
Hourly calculation of change score
Connections: Dataverse. Documented default: On.
Operating guidance: Must be On – supports reporting
CP008 - Escalation Email
Escalation email; verify the installed trigger, schedule and recipients
Connections: Dataverse Outlook. Documented default: On.
Operating guidance: Can be turned off if not required.
CP009 - My M365 Change Items
Weekly workflow email - Friday 08:00 UTC
Connections: Dataverse Outlook. Documented default: On.
Operating guidance: Can be turned off if not required.
CP010 - M365 Change Status Overview
Weekly workflow email - Friday 10:00 UTC
Connections: Dataverse Outlook. Documented default: On.
Operating guidance: Can be turned off if not required.
CP011 - Executive M365 Change Health Report
Monthly workflow email - last day of the month 10:00 UTC
Connections: Dataverse Outlook. Documented default: On.
Operating guidance: Can be turned off if not required.
CP012 - Category Change Health Report
Weekly workflow email - Wednesday 10:00 UTC
Connections: Dataverse Outlook. Documented default: On.
Operating guidance: Can be turned off if not required.
CP013 - M365 User Impact Report
Weekly workflow email - Friday 11:00 UTC
Connections: Dataverse Outlook. Documented default: On.
Operating guidance: Can be turned off if not required.
CP014 - Auto-assign All Items to Service Owner or Team
Assigns all items
Connections: Dataverse. Documented default: Off.
Operating guidance: Can be turned on if required. If so, CP015 must be turned off.
CP015 - Auto-assign EAI Items to Service Owner or Team
Assigns on essential or actionable items.
Connections: Dataverse. Documented default: On.
Operating guidance: Yes, if no item assignment required.
CP016 - Notify of new actions
Weekly workflow email - Monday 09:00 UTC
Connections: Dataverse Outlook. Documented default: On.
Operating guidance: Can be turned off if not required.
Check the installed configuration
Record the solution version and actual on/off state before an update. Keep CP014 and CP015 from applying conflicting assignment policies. EAI means essential/actionable items; inspect CP015’s installed conditions for its exact eligibility rule instead of assuming it is identical to the Health Score rule.
Before disabling CP006 or shortening audit retention, confirm the effect on expiry-based reporting and missed-item calculations. For CP008, confirm the trigger, cadence and recipients in the installed flow: earlier documentation gave inconsistent schedule information.
Documentation reviewed: 12 November 2026.