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

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. Enter your Office 365 Global Administrator credentials.
  4. To import groups now, check Import Groups.

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

  5. Click Test API Credentials.
  6. 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.

  1. Go to Office 365 > Sign on > Edit.
  2. In Credentials Details > Application username format, select Custom.
  3. Enter this expression in the provided text box.

    String.substringBefore(user.email, "@") + "@yourfederated.domain"

  4. Replace yourfederated.domain with the domain you are federating.
  5. Enter an Okta user in the Preview box to check the result of the mapping.
  6. The resulting username should match the Office 365 username for the user.
  7. Click Save.

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.

  1. Go to Directory > Profile Editor > Microsoft Office 365 Mappings > Okta to Microsoft Office 365.
  2. In source.email field, enter the expression:

    String.substringBefore(user.email, "@") + "@yourfederated.domain"

  3. Replace yourfederated.domain with the domain you are federating.
  4. Enter an Okta user in the Preview box to check the result of the mapping.
  5. The resultant email address should match the Office 365 email address for the user.
  6. Exit Preview and save mappings.
  7. Click Apply Updates Now.

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

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.
Info

Note

If you have selected User Sync or Universal Sync provisioning type, all users irrespective of where their profile is sourced from, appear as Synced with Active Directory in the Office 365 tenant. However, the user is still sourced from the source directory.

Next step

Assign Office 365 to users and groups