Integrating Microsoft Azure Entra ID

Margaret
Updated

Microsoft Entra ID (previously Azure Active Directory) uses a concept called assignments to determine which users should receive access to selected apps. In the context of automatic user provisioning, only the users and/or groups that have been assigned to an application in Entra ID are synchronized.

In this article, we'll demonstrate the steps in Dialpad and Microsoft Entra ID to configure Entra ID to automatically provision and deprovision users and/or groups to Dialpad.

Let's dive into the details.

Who can use this

To configure Microsoft Azure SCIM, you'll need the following:

  • An Entra ID tenant

  • A Dialpad tenant

  • Dialpad Admin permission

Get Dialpad API Key

First things first, you'll need to get a Dialpad API key.

Go to your Dialpad Admin Portal.

  1. Select Company Settings

  2. Navigate to Authentication

  3. Select API Keys > Select Add key

    Screenshot of the Dialpad Admin Portal's API Keys page with orange highlights around the 'My Company' dropdown, the left navigation path ('Authentication' > 'API Keys'), and the blue 'Add key' button in the top right.

  4. Name the key and set an expiration date

    Screenshot of the 'Create new key' pop-up modal in Dialpad, showing input fields for Name (filled with 'Entra ID') and Expiry date (set to 'Never'), along with options for Default scopes, Additional scopes, and a Save button.

  5. Select Save

  6. Copy the API key

    • Don't skip this step! The API key will not be visible again and will be used to authenticate with Entra ID.

To configure Dialpad for automatic user provisioning with Entra ID, you need to add Dialpad from the Entra ID application gallery to your list of managed SaaS applications.

To add Dialpad from the Entra ID application gallery, head to the Azure portal:

  1. Select Microsoft Entra ID
    Screenshot of the Azure portal homepage featuring an orange box and arrow highlighting the 'Microsoft Entra ID' icon under Azure services.

  2. Select Enterprise applications

  3. Navigate to Manage

  4. Select All applications

  5. Select New application

    Screenshot of the Microsoft Azure 'Enterprise applications | All applications' page with orange highlights around 'All applications' in the left menu and the top '+ New application' button.

  6. Search for Dialpad
    Screenshot of the 'Browse Microsoft Entra Gallery' search page featuring an orange box highlighting 'Dialpad' in the search bar, alongside an overlay panel with an orange box highlighting the blue 'Sign up for Dialpad' button.

  7. In the new browser, select Sign up with Microsoft
    Screenshot of the Dialpad sign-up landing page, featuring an orange box and arrow highlighting the 'Sign up with Microsoft' button located below the 'Sign up with Google' option.

  8. Accept the permissions and consent prompts

    Screenshot of a Microsoft 'Permissions requested' consent dialog for Dialpad, displaying listed permissions, a checked 'Consent on behalf of your organization' box, and 'Cancel' and 'Accept' buttons at the bottom.

That's it! The application will then be automatically added to your tenant, and you'll be redirected to your Dialpad account.

Screenshot of the Microsoft Azure 'Enterprise applications | All applications' page, featuring an orange box and arrow highlighting Dialpad in the tenant applications list with its associated Object ID, Application ID, and Homepage URL.

Configure automatic user provisioning in Dialpad

Next, its time to configure the Entra ID provisioning service. This is where you'll create, update, and disable users and/or groups in Dialpad based on user and/or group assignments in Entra ID.

  1. Sign in to the Azure portal

  2. Select Enterprise Applications

  3. Navigate to All Applications, then select Dialpad

    Screenshot of the Microsoft Azure 'Enterprise applications | All applications' page, featuring an orange box and arrow highlighting Dialpad in the applications list.

     

  4. Select Provisioning

    Screenshot of the Dialpad application overview page in Microsoft Azure, featuring an orange box highlighting the 'Provisioning' option in the left navigation menu under Manage.

  5. Set the Provisioning Mode to Automatic

    Screenshot of the Dialpad Provisioning configuration page in Microsoft Azure, featuring an orange box and arrow highlighting the 'Provisioning Mode' dropdown menu set to 'Automatic'.

  6. Navigate to Admin Credentials

  7. Enter https://dialpad.com/scim in Tenant URL

  8. Enter your Dialpad API key in Secret Token

  9. Select Test Connection to ensure Entra ID can connect to Dialpad.

    • If the connection fails, ensure your Dialpad account has Admin permissions, then try again.

      Screenshot of the Admin Credentials section under Dialpad Provisioning in Microsoft Azure, featuring an orange box around the Tenant URL and Secret Token fields with an arrow pointing to the 'Test Connection' button, alongside a notification confirming the test connection succeeded.

  10. In the Notification Email field, enter the email address who you'd like to receive the provisioning error notifications

  11. Check the box beside Send an email notification when a failure occurs
    Screenshot of the Notification Email settings interface, featuring an empty 'Notification Email' text input field and an unchecked checkbox labeled 'Send an email notification when a failure occurs'.

  12. Select Save

  13. Navigate to Mappings

  14. Select Provision Microsoft Entra ID Users

    Screenshot of the Dialpad Provisioning page in Microsoft Azure, featuring an orange box around the 'Mappings' section with an arrow pointing to the highlighted 'Provision Microsoft Entra ID Users' link.

  15. In the Attribute Mapping section, review the user attributes synchronized from Entra ID to Dialpad.

    • The attributes selected as Matching properties are used to match the user accounts in Dialpad for update operations. Screenshot of the 'Attribute Mappings' table in Microsoft Azure, listing mappings between DialPad Attributes and Microsoft Entra ID Attributes with corresponding 'Matching precedence', 'Edit', and 'Delete' options.

  16. Select Save

    Tip

    To configure scoping filters, have a look at our Scoping filter tutorial.

  17. Navigate to Settings

  18. Navigate to Provisioning Status and slide the toggle to On

    • This enables the Entra ID provisioning service for Dialpad Screenshot of the Settings section under Dialpad Provisioning in Microsoft Azure, featuring an orange box and arrow highlighting the 'Provisioning Status' toggle switched to 'On'.

  19. Navigate to Scope

  20. Define the users and/or groups you would like to provision to Dialpad by choosing the desired sync values
    Screenshot of the Provisioning Settings section in Microsoft Azure, featuring an orange box highlighting the 'Scope' dropdown field set to 'Sync only assigned users and groups'.

  21. Select Save

This operation starts the initial synchronization of all users and/or groups defined in Scope in the Settings section.

The initial sync takes longer than subsequent syncs, which occur approximately every 40 minutes as long as the Entra ID provisioning service runs. You can use the Synchronization Details section to monitor progress and follow links to the provisioning activity report, which describes all actions performed by the Entra ID provisioning service on Dialpad.

Connector limitations

Dialpad does not support group renames — this means that any changes to the displayName of a group in Entra ID will not be updated and reflected in Dialpad.

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