Provision users to Office 365

You can create, update, and deprovision users in Office 365 from your Okta org. You can import users from different source directories into Okta and provision them in Office 365 using profile mappings.

Before you begin

• Complete Configure Single Sign-on for Office 365.
• Disable the Microsoft MFA for the Office 365 admin account you’re using for WS-Federation. If the MFA is enabled, it can break provisioning and single sign on set-ups in Okta.

• Bring users into Okta: You can import users from a directory such as Active Directory (AD) or an app such as Salesforce. Currently, Okta doesn't support imports that take longer than two hours to complete. Contact Support if you have this type of import. You can also create users directly in Okta. See the following for more information:

  • Manage Active Directory users and groups
  • Import users
  • Add users manually

• Decide the type of provisioning, depending on your provisioning needs. See Provisioning options for Office 365.

Start this procedure

To provision users in Office 365, you need to:

1. Set up Okta to Office 365 provisioning

2. Map profile attributes Okta to Office 365

3. Test provisioning

1. Set up Okta to Office 365 provisioning

You can automate provisioning tasks by enabling API integration and configuring settings for different user life cycle stages.

1.1. Enable API integration

Office 365 requires a token to authenticate against the Microsoft API. This allows Okta to implement provisioning in Office 365.

1. Go to Office 365 > Provisioning > API Integration > Configure API Integration.
2. Check Enable API Integration.

3. Click Authenticate with Microsoft Office 365. You are redirected to the Microsoft Azure login page.

   1. Log into your Microsoft Azure account.

   2. Read and accept the requested permissions.

   3. Upon accepting the scopes in the Microsoft Azure portal, you will be redirected back to Okta.

4. Enter your Office 365 Global Administrator credentials.

5. To import groups now, check Import Groups.

   You can import groups later after finishing provisioning. See Skip importing groups during Office 365 user provisioning.

6. Click Test API Credentials.
7. Save the credentials once they are verified successfully.

1.2. Select provisioning type and settings

You can select provisioning and deprovisioning settings depending on the provisioning type you select.

1. Go to Office 365 > Provisioning > To App > Edit.

2. Select Office 365 Provisioning Type. See Provisioning options for Office 365.

   For Universal Sync only: Check Send full profile, contacts, and conference rooms from these AD instances if you want to sync AD groups and resources.

3. Enable or Disable other provisioning settings. See Get started with Office 365 provisioning and deprovisioning.
4. Click Save.

2. Map profile attributes Okta to Office 365

Depending on where your users are sourced from, the username format can vary. For users to successfully sign into Office 365, their username for Office 365 must be in an email address format for the domain you are federating (username@yourfederated.domain).

Map username as-is

If your users already have their username in an email address format for the domain you are federating (username@yourfederated.domain) format, you can map the email as-is.

1. Go to Office 365 > Sign on > Edit.
2. In Credentials Details > Application username format, select Email.
3. Click Save.

Map custom username

If your users are sourced from different directories or apps, their username format may vary. You can use Okta expression language to customize the username that will be passed on to Office 365.

Map email address

If your users’ email addresses do not reside in the domain you are federating, you can use Okta expression language to customize the email address that will be passed on to Office 365.

Prerequisite

Provisioning type should be selected to User Sync or Universal Sync. See Provisioning options for Office 365.

3. Test provisioning

Ensure you have correctly configured provisioning by assigning Office 365 to test users in Okta and verifying they appear in your Microsoft tenant.

Prerequisite: The Create Users option in Provisioning must be checked.

In Okta:

1. Open Assignment tab of the Microsoft Office 365 app.
2. Click Assign.
3. Assign appropriate Office 365 licenses to test users.
4. Click Done.

In Microsoft Admin Center:

1. Open the list of Active Users.
2. Ensure all test users appear in the list with appropriate licenses.

In Okta:

1. Log into Okta as a test user.
2. Ensure all Office 365 apps appear on the user dashboard.

Next step

Assign Office 365 to users and groups