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Microsoft Directory Integration

Available on: Legacy Plans (Basic, Plus, Enterprise), Current Plans (Basic, Grow, Platform, Enterprise)

To use WiseStamp with Microsoft, you must connect your Microsoft Entra ID directory to WiseStamp. This article explains the Microsoft integration process for WiseStamp Teams users.

Only the domain's Global Admin can complete the integration. If you are not the Global Admin, select Send instructions to another person in the popup and enter their email address. Before starting, the Global Admin must be signed in to their Microsoft account in a separate tab and signed out of any other Microsoft accounts in the same browser.


Why integrate your Microsoft directory?

WiseStamp automatically identifies email domains and offers the option to integrate during set up or later from the Integrations page. Once integrated, you can:

  • Sync employees with WiseStamp.

  • Automatically add new employees or remove those who are no longer part of your organization.

Since the Microsoft integration mechanism does not allow automatic signature push, once integration is complete, you can automatically populate your employee signatures into Outlook by installing the WiseStamp Outlook Add-In or the WiseStamp App for Outlook Desktop.


How to integrate your Microsoft directory

From Integrations:

  1. On the main navigation panel, click Integrations.

  2. On the Integrations page, select Microsoft Entra ID.

  3. Click Connect in the upper-right corner.

  4. In the popup, select I'm the Global Admin, then click Connect. (If you are not the Global Admin, select Send instructions to another person, enter the Global Admin's email address, and click Send request.)

  5. In the popup, log into your Microsoft account.

  6. In the Permissions requested window, review the permissions requested and click Accept.

  7. After your integration is successful, a confirmation that your domain is now integrated with WiseStamp will appear.

  8. Click Sync all employees or Sync specific to start syncing.

    • When you click Sync specific, the Select the category you wish to sync window opens. Choose the categories you want to sync. Use the Search box to find a specific category (department), and turn on the Selected toggle to view only the category you have chosen.

    • To scope the sync by organizational unit (OU) instead of department, contact the WiseStamp support team to have OU scoping enabled on your account. Once it is enabled, an Organization Unit option appears alongside Department in this window. See the FAQs below for details.

    • Click Save & sync. During syncing, a notification appears in the lower-left corner to show its progress.

  9. To deploy signatures to your employees, proceed with the WiseStamp Outlook Add-In Installation.

If the administrator email on WiseStamp and the domain you are trying to connect are different (for example, the administrator email is [email protected] and the domain you are trying to connect is domain2.com), you will be asked to send an invitation email with the integration instructions to the domain's Global Admin.

From Employees:

  1. On the Employees page, click Connect with Microsoft Entra ID if it is displayed. If it is not, click Add employees, open the Connect dropdown, and select Microsoft Entra ID.

  2. The connection popup opens directly on the Employees page.

  3. Follow the popup steps described in the "From Integrations" section above (steps 4 onward).

From Settings:

  1. On the main navigation panel, click Settings, then click Organization.

  2. In the Email service section, click Connect to Microsoft Entra.

  3. Follow the popup steps described in the "From Integrations" section above (steps 4 onward).

If you add more employees to your Microsoft Entra ID directory, you can update your employee list at any time. On the Employees page, click the three-dot icon next to Add Employees and select Sync.

On the Employees page, you can see the time of your last sync in the upper-right corner.


FAQs

I've integrated my Microsoft directory, but I don't see my signature in Outlook. Why?

Even after integrating your Microsoft directory, you need to connect the Outlook Add-In for signatures to appear in your emails.

  1. Go to the Integrations page in WiseStamp.

  2. Click Add-in for Outlook.

  3. Click Connect in the top-right corner.

Once connected, your signatures should start appearing automatically in Outlook.

What is an organizational unit (OU), and how is it different from a department?

An organizational unit (OU) and a department are two different ways of grouping your users, and WiseStamp can scope the employee sync by either one.

An OU is a position in the folder structure of your on-premises Active Directory, set by your directory administrator, and OUs can be nested. OUs are not an Entra ID concept, so they exist only if your organization runs on-premises Active Directory alongside Entra ID. In WiseStamp, OUs appear as folder-style paths, for example The Organization/Departments/Moked/Users.

A department is a text field on the user's Microsoft Entra ID profile, such as Sales or Marketing, shown under Job Information on the user's Overview page. Scoping by OU follows your on-premises directory structure, while scoping by department follows the value typed into each user's profile, so inconsistent values such as "Sales" and "sales" appear as separate entries.

How do I scope the sync by organizational unit (OU)?

To scope the sync by OU, contact the WiseStamp support team and ask to have OU scoping enabled on your account. It is not available by default and cannot be turned on from your WiseStamp settings.

Once it is enabled, an Organization Unit option appears alongside Department in the Select the category you wish to sync window, and you can select the OUs you want to sync. Department and Organization Unit are separate scoping methods, so switching between them clears your previous selections and WiseStamp asks you to confirm before changing.

Your directory also needs to supply the OU information. WiseStamp reads the On-premises distinguished name attribute, which is the full path to the user object in your on-premises Active Directory, and builds the OU paths from the OU= parts of it. This attribute is filled in only for organizations running a hybrid setup (Entra ID plus on-premises Active Directory). To check, open a user in the Microsoft Entra admin center and look at the On-premises section of their Overview page. If On-premises sync enabled is No and On-premises distinguished name is empty, your organization is cloud-only and the Organization Unit list will be empty. Department scoping is always available regardless of your setup.

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