Connect Leap Change to Microsoft 365 to sync users from Entra ID (Azure AD) as stakeholders and send messages via Microsoft Teams.
Features
Entra ID user sync
- Import users as stakeholders
- Sync profile information (name, email, department, job title)
- Keep data synchronized automatically
- Import organizational hierarchy
Microsoft Teams messaging
- Send direct messages to stakeholders
- Deliver survey invitations via Teams
- Channel monitoring for change discussions
- Interactive bot conversations
Connecting Microsoft 365
- Go to Settings > Integrations
- Click on Microsoft 365
- Click Connect
- Sign in with your Microsoft admin account
- Review and grant permissions
- Connection is established
Required permissions
The integration requests these Microsoft Graph permissions:
| Permission | Purpose |
|---|
| User.Read.All | Read user profiles |
| Group.Read.All | Read group memberships |
| Mail.Send | Send email notifications |
| Chat.ReadWrite | Send Teams messages |
Your Microsoft 365 admin may need to grant consent for the application depending on organizational policies.
Configuring user sync
Sync frequency
Choose how often to sync users:
| Option | Description |
|---|
| Manual | Sync only when you click the button |
| Daily | Automatic sync once per day |
| Twice daily | Sync morning and evening |
| Weekly | Sync once per week |
Merge strategy
When a synced user already exists as a stakeholder:
| Strategy | Behavior |
|---|
| Entra wins | Microsoft data overwrites Leap Change data |
| Leap wins | Keep existing Leap Change data |
| Skip conflicts | Don’t update conflicting records |
Group filtering
Limit sync to specific Entra ID groups:
- Click Configure Groups
- Select which groups to include
- Only members of selected groups will sync
This is useful when you don’t want to import all organization users.
Group sync
Optionally sync Entra groups as stakeholder groups:
- Creates matching groups in Leap Change
- Maintains membership automatically
- Updates on each sync
Using Teams messaging
Sending direct messages
Send a message to a stakeholder via Teams:
- Open the stakeholder profile
- Click Send Teams message
- Compose your message
- Click Send
The stakeholder must be synced from Entra ID and have a Teams account.
Channel monitoring
Monitor Teams channels for change-related discussions:
- Go to integration settings
- Click Configure channels
- Add channels to monitor
- Set keywords to watch for
When keywords are mentioned, you’ll receive notifications in Leap Change.
Viewing sync status
The integration page shows:
| Metric | Description |
|---|
| Last sync | When sync last ran |
| Records synced | Users imported or updated |
| Errors | Any sync failures |
| Sync history | Log of recent syncs |
Troubleshooting
Connection failed
- Verify you have Microsoft 365 admin rights
- Check if consent is blocked by policies
- Try disconnecting and reconnecting
Users not syncing
- Verify users are in the selected groups
- Check sync frequency settings
- Look for errors in sync history
Teams messages not delivered
- Confirm stakeholder has a Teams account
- Verify the stakeholder was synced from Entra
- Check if external messaging is allowed
Disconnecting
To remove the Microsoft 365 connection:
- Go to the integration settings
- Click Disconnect
- Confirm the action
Disconnecting stops all syncs. Previously synced stakeholders remain but won’t receive updates.
