Integrating DX with Microsoft provides two core features:
Delivery of feedback requests via Microsoft Teams direct messages.
Microsoft Entra Single Sign-on (SSO) for the DX Web App.
To set up an account with DX using Microsoft Teams, four steps are required:
Have a Microsoft admin consent to allow users to SSO into DX.
Sign into DX using Entra SSO to provision a DX account.
Install the DX Microsoft Teams app, which is listed in Microsoft AppSource and Teams App Store.
Verify App Permission policies to ensure delivery of messages to users.
Setup instructions
Admin consent
To install the DX App, an Azure AD Admin must first consent to User-delegated permissions using the URL below:
http://app.getdx.com/microsoft/consent
The above URL is an admin consent URL, meaning once an admin has consented individuals in the tenant will not need an admin's consent to sign in to DX.
Sign in to DX
To verify that the the consent worked, go to https://app.getdx.com/signin and sign in using Entra SSO, which will allow DX to read your profile and authenticate you.
If successful, you will be signed in to DX and likely be prompted to provide an activation code, which your DX sales representative can provide.
Install the DX Teams app
Search for DX in the Microsoft store or open it directly using this link. Click on the dropdown and select "Add to a team". When the DX Teams app is installed to a team, members of the team will be provisioned in DX as users and be able to sign in to DX using Microsoft SSO.
Scroll down to "Teams app installation" below for more detailed instructions.
Verify App Permission policies
In addition to be installed unto a team, the DX Teams app must be installed for users in order to send messages and notifications. To ensure this, it's important to verify your App Permission policies as outlined below. Please note that settings updates can take up to five days to propagate, so be sure to work with your DX account representative to ensure full propagation prior to roll-out.
To verify your App Permission policies, visit the "App permission policies" admin page within Microsoft Teams and ensure that any policies applied to your users for Third-party apps are set to either:
"Allow all apps"
"Allow Specific Apps and block all others" with DX allow-listed
"Block specific apps and allow all others" with DX not blocked
The first screenshot below lists the options available in Microsoft Teams, and the second screenshow displays an example of selecting the option "Allow Specific Apps and block all others".
Appendix
DX App Permissions
User-delegated permissions
Permission | Description |
This permission allows read access to users’ email addresses. DX uses this permission for user authentication. | |
This permission allows read access to users’ profiles without a user reauthorizing. DX uses this permission to keep user information up-to-date. | |
This permission allows users to sign into DX using their Microsoft account. DX uses this permission for user authentication. | |
This permission allows read access to a user’s basic profile. DX uses this permission to display user names and photos. | |
This permission allows read access to a user’s basic profile. DX uses this permission to display user names and photos. |
Resource-specific permissions
Permission | Description |
This permission allows read access to member IDs for a Team. DX uses this permission to provision users that are members of a Team for which the DX App is installed. |
Entra Single Sign-on (SSO)
The DX App enables SSO for the DX Web App using Entra's OpenID Connect (OAuth 2.0) protocol. The configuration document URI is:
https://login.microsoftonline.com/organizations/v2.0/.well-known/openid-configuration
SSO is restricted to users who have installed the DX App individually or are members of a Team for which the DX App is installed.
Processing of PII
For users that are part of a Team for which the app is installed, or for whom the App is installed for individually, DX processes the following fields:
Name
Email
For users that sign in to the Web App through OpenID Connect, DX processes the following fields:
Avatar
For more information on user privacy, please refer to the DX Privacy Policy. For security information please refer to DX’s Security Policies.
Teams app installation
To install the DX MS Teams app, search for DX in the Microsoft store or open it directly using this link. Then, click on the dropdown beside the installation button and select "Add to a team":
Select the team that you would like to install the app to and select "Set up a bot"
This message indicates that the app has been successfully installed:
If you receive an error that an IT admin needs to provide permission or install it, please have an admin follow the process above. Alternatively, an admin can go to the App Management console to find and install the DX app to a team by searching for DX and then selecting "Add to team".
Search for your team and after selecting the team, click Apply.
App Centric Management
If you have migrated to use App Centric Management in Microsoft, you'll need to have the app available either to Everyone or Specific users and groups. You'll be able to select the users or groups (including teams) you plan to install the app to.
