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Microsoft (Office) 365 Setup

TIP

At a minimum, Microsoft 365 Enterprise E3 Edition is required. Editions below Microsoft 365 Enterprise E3 do not support the authentication mechanisms required by Xiid.

If your company uses Microsoft 365, you can enable access via Xiid's SSO Portals.

Xiid IM Configuration

WARNING

The user account required below must have Office 365 Global Adminstrator permissions.

  • Sign in to the Agent Management Portal and navigate to the Applications tab.
  • Click the purple Choose button in the Office 365 card on the Applications page.
  • On the Applications List for Office365 page, click the purple Add Application button in the top right corner.
  • In the Information section, select the SSO Portals you would like to add Microsoft 365 integration to, then enter a human-readable Description for your reference.
  • Click the Next button to advance to the Parameters section.
  • In the Username field, enter just the username (do not include the UPN, such as @domain_name) for your administrative account for office.com.
  • Below the Username, enter the Password associated with your Microsoft 365 administrative account.
  • Last, enter the name of the Domain associated with your Microsoft 365 account and click the Next button.

Don't close out of the Agent Management Portal yet – keep it open, and we'll return to it after some configuration on Microsoft's end.

Office 365 Admin Configuration

  • Sign in to your Administrative Account on office.com.
  • Once signed in, click the Applications button (the 9 dots, 3 per row, on the left side of the page) and click the Admin app.
  • Once you are in the Microsoft 365 Admin Center, open the navigation bar on the left side and click Show All (shown below in blue):

Admin Panel Showing Show All Option

  • On the navigation bar, find the Admin Centers section and click Azure Active Directory.
  • In the Azure Active Directory Admin Center, click Azure Active Directory on the left side (shown below in green).
  • In the second navigation bar from the left, select Properties (Shown below in red).
  • Locate the blue Manage Security defaults text at the bottom of the properties window (shown below in purple).
  • Click that text and a window will expand on the right side of the screen.
  • Click the No button under Enable Security defaults (shown below in blue).

Azure AD Panel with Highlighted Buttons

Xiid IM Configuration Part 2: Electric Boogaloo

The Xiid Application will take a few moments to save the configurations and finish integrating your Microsoft 365 Account with Xiid's system. After it completes, you will be redirected to the Application List for Office365 and you should see a new row for your Microsoft (Office) 365 Application.

TIP

Microsoft still requires initial sign-in to their identity service when you first click the Office365 card in the SSO portal. After entering your credentials once for Microsoft 365, Xiid will ensure that you do not need to input credentials in subsequent use.