Automate team updates using a workflow and Ownership actions

Latest Dynatrace
Tutorial
4-min read
Published Apr 08, 2026

Setting up teams and groups with Ownership in Dynatrace lets teams be associated with Smartscape nodes, making responsibilities clear.

What will you learn?

Make responsibilities clear and automatically import your teams into Dynatrace.

In this tutorial, you'll learn how to:

Grant permissions to Workflows.
Create a workflow to import teams from ServiceNow Connector to integrate with Workflows, Microsoft Entra ID Connector or a predefined JSON schema.
Configure, save, and deploy the workflow to run either on demand or on schedule.
Map group outputs to the Ownership Import teams action.
Assign teams to Smartscape nodes using tags, for example, Kubernetes labels, custom host tags, or process group variables.
Define up to five Ownership keys.

Before you begin

Prerequisites

Set up ServiceNow Connector to integrate with Workflows or Microsoft Entra ID Connector depending on your environment.

Automate team updates with Workflows and Ownership actions

1. Setup: Grant permissions to Workflows

To fine-tune permissions granted to Workflows Workflows:

Go to Workflows > Settings > Authorization settings.
Select the following permissions besides the general Workflows permission.
- settings:objects:read
- settings:objects:write
- storage:smartscape:read

For more information, see Workflows Workflows user permissions.

2. Setup: Create a workflow to automate

To create a workflow to update team information automatically:

Go to Workflows.

Make sure you're on the All workflows tab, not the Executions tab.
Select Workflow in the upper-right corner of the page.

Draft workflow
A new workflow is, by default, a draft. You can work on a draft workflow and run it manually without being charged with workflow hours.
You need to deploy your draft changes to activate automatic triggers or update an existing live version of the workflow. Deploying a draft creates a new version of the live workflow.
You can also make changes to the live workflow via a draft to avoid an immediate impact on the live workflow. If necessary, you can also make changes to a live workflow directly.
The editor shows a draft or live workflow banner on the top. There is also a hint about who edited the draft last.
Select the workflow title and enter a custom name.
In the Select trigger section, select a trigger type from Schedule, or On demand, and configure it.
To add the task to get the teams/groups, select Add task on the trigger node.
In the Choose action section, select the Microsoft Azure Connector Get groups or ServiceNow Connector Get Groups action type. The task details pane on the right displays the task inputs based on your action selection. These actions get the list of team groups from either the ServiceNow or the Microsoft Entra ID environment.
Select Add task on the task node.
In the Choose action section, select the Import teams action to import Microsoft Azure Connector or ServiceNow Connector teams into Dynatrace.
In Source, select the appropriate group/team. Sources other than Microsoft Entra ID groups or ServiceNow groups must follow the predefined schema.
In the Data containing the teams to import field, use an expression to get the result of your previous workflow task, for example, result("get_groups").
Select Create draft. The workflow appears as Draft in the All workflows tab.

You can run the workflow manually or on a schedule. The execution of a draft workflow doesn't appear in the Execution list.
Select Deploy. A new version of the workflow is created. If the trigger is automatic, it will work from now on.
Select Run. The execution is recorded in the Executions tab list.

3. Verify your team is in Dynatrace

To verify that the import worked, go to Settings > Environment segmentation > Ownership > Teams and verify that the team is visible in the list.

Congratulations!

Congratulations on completing the tutorial.

You have learned how to:

Grant permissions to Workflows.
Create a workflow for importing teams and team metadata into Dynatrace.
Verify teams.

You can use this knowledge to manage teams and groups in Dynatrace to ensure clear responsibility.

Explore further learning opportunities: