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Connect Leap Change to Microsoft 365 to sync users from Entra ID (Azure AD) as stakeholders and send messages via Microsoft Teams.

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Features

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Entra ID user sync

  • Import users as stakeholders
  • Sync profile information (name, email, department, job title)
  • Keep data synchronized automatically
  • Import organizational hierarchy

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Microsoft Teams messaging

  • Send direct messages to stakeholders
  • Deliver survey invitations via Teams
  • Channel monitoring for change discussions
  • Interactive bot conversations

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Connecting Microsoft 365

  1. Go to Settings > Integrations
  2. Click on Microsoft 365
  3. Click Connect
  4. Sign in with your Microsoft admin account
  5. Review and grant permissions
  6. Connection is established

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Required permissions

The integration requests these Microsoft Graph permissions:
Your Microsoft 365 admin may need to grant consent for the application depending on organizational policies.

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Configuring user sync

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Sync frequency

Choose how often to sync users:

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Merge strategy

When a synced user already exists as a stakeholder:

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Group filtering

Limit sync to specific Entra ID groups:
  1. Click Configure Groups
  2. Select which groups to include
  3. Only members of selected groups will sync
This is useful when you don’t want to import all organization users.

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Group sync

Optionally sync Entra groups as stakeholder groups:
  • Creates matching groups in Leap Change
  • Maintains membership automatically
  • Updates on each sync

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Using Teams messaging

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Sending direct messages

Send a message to a stakeholder via Teams:
  1. Open the stakeholder profile
  2. Click Send Teams message
  3. Compose your message
  4. Click Send
The stakeholder must be synced from Entra ID and have a Teams account.

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Channel monitoring

Monitor Teams channels for change-related discussions:
  1. Go to integration settings
  2. Click Configure channels
  3. Add channels to monitor
  4. Set keywords to watch for
When keywords are mentioned, you’ll receive notifications in Leap Change.

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Viewing sync status

The integration page shows:

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Troubleshooting

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Connection failed

  1. Verify you have Microsoft 365 admin rights
  2. Check if consent is blocked by policies
  3. Try disconnecting and reconnecting

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Users not syncing

  1. Verify users are in the selected groups
  2. Check sync frequency settings
  3. Look for errors in sync history

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Teams messages not delivered

  1. Confirm stakeholder has a Teams account
  2. Verify the stakeholder was synced from Entra
  3. Check if external messaging is allowed

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Disconnecting

To remove the Microsoft 365 connection:
  1. Go to the integration settings
  2. Click Disconnect
  3. Confirm the action
Disconnecting stops all syncs. Previously synced stakeholders remain but won’t receive updates.