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Tutorial: Configure Dialpad for automatic user provisioning

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The objective of this tutorial is to demonstrate the steps to be performed in Dialpad and Microsoft Entra ID to configure Microsoft Entra ID to automatically provision and de-provision users and/or groups to Dialpad.

Note

This tutorial describes a connector built on top of the Microsoft Entra user provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.

This connector is currently in Preview. For more information about previews, see Universal License Terms For Online Services.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following prerequisites:

  • A Microsoft Entra tenant.
  • A Dialpad tenant.
  • A user account in Dialpad with Admin permissions.

Assign Users to Dialpad

Microsoft Entra ID 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 Microsoft Entra ID are synchronized.

Before configuring and enabling automatic user provisioning, you should decide which users and/or groups in Microsoft Entra ID need access to Dialpad. Once decided, you can assign these users and/or groups to Dialpad by following the instructions here:

Important tips for assigning users to Dialpad

  • It is recommended that a single Microsoft Entra user is assigned to Dialpad to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.

  • When assigning a user to Dialpad, you must select any valid application-specific role (if available) in the assignment dialog. Users with the Default Access role are excluded from provisioning.

Setup Dialpad for provisioning

Before configuring Dialpad for automatic user provisioning with Microsoft Entra ID, you will need to retrieve some provisioning information from Dialpad.

  1. Sign in to your Dialpad Admin Console and select Admin settings. Ensure that My Company is selected from the dropdown. Navigate to Authentication > API Keys.

    Screenshot of the Dialpad admin console, with the settings icon, My Company, Authentication, and A P I keys highlighted, and My Company selected.

  2. Generate a new key by clicking Add a key and configuring the properties of your secret token.

    Screenshot of the A P I keys page in the Dialpad admin console. Add a key is highlighted.

    Screenshot of the Edit A P I key page in the Dialpad admin console. The Save button is highlighted.

  3. Click the Click to show value button for your recently created API key and copy the value shown. This value will be entered in the Secret Token field in the Provisioning tab of your Dialpad application.

    Dialpad Create Token

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

To add Dialpad from the Microsoft Entra application gallery, perform the following steps:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > New application.

  3. In the Add from the gallery section, type Dialpad, select Dialpad in the results panel. Dialpad in the results list

  4. Navigate to the URL highlighted below in a separate browser.

    Screenshot of a page displaying information about the Dialpad app. Under U R L, an address is listed and is highlighted.

  5. In the top right-hand corner, select Log In > Use Dialpad online.

    Screenshot of the Dialpad website. Log in is highlighted, and the Log in tab is open. Use Dialpad online is also highlighted.

  6. As Dialpad is an OpenIDConnect app, choose to login to Dialpad using your Microsoft work account.

    Screenshot of the Start making calls page in the Dialpad website. The Log in with Office 365 button is highlighted.

  7. After a successful authentication, accept the consent prompt for the consent page. The application will then be automatically added to your tenant and you will be redirected to your Dialpad account.

Configure automatic user provisioning to Dialpad

This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in Dialpad based on user and/or group assignments in Microsoft Entra ID.

To configure automatic user provisioning for Dialpad in Microsoft Entra ID:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications

    Enterprise applications blade

  3. In the applications list, select Dialpad.

    The Dialpad link in the Applications list

  4. Select the Provisioning tab.

    Screenshot of the Manage options with the Provisioning option called out.

  5. Set the Provisioning Mode to Automatic.

    Screenshot of the Provisioning Mode dropdown list with the Automatic option called out.

  6. Under the Admin Credentials section, input https://dialpad.com/scim in Tenant URL. Input the value that you retrieved and saved earlier from Dialpad in Secret Token. Click Test Connection to ensure Microsoft Entra ID can connect to Dialpad. If the connection fails, ensure your Dialpad account has Admin permissions and try again.

    Tenant URL + Token

  7. In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and check the checkbox - Send an email notification when a failure occurs.

    Notification Email

  8. Click Save.

  9. Under the Mappings section, select Synchronize Microsoft Entra users to Dialpad.

  10. Review the user attributes that are synchronized from Microsoft Entra ID to Dialpad in the Attribute Mapping section. The attributes selected as Matching properties are used to match the user accounts in Dialpad for update operations. Select the Save button to commit any changes.

    Dialpad User Attributes

  11. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  12. To enable the Microsoft Entra provisioning service for Dialpad, change the Provisioning Status to On in the Settings section.

    Provisioning Status Toggled On

  13. Define the users and/or groups that you would like to provision to Dialpad by choosing the desired values in Scope in the Settings section.

    Provisioning Scope

  14. When you are ready to provision, click Save.

    Saving Provisioning Configuration

This operation starts the initial synchronization of all users and/or groups defined in Scope in the Settings section. The initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity report, which describes all actions performed by the Microsoft Entra provisioning service on Dialpad.

For more information on how to read the Microsoft Entra provisioning logs, see Reporting on automatic user account provisioning

Connector limitations

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

Additional resources

Next steps