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Multi-Company Entra ID / Microsoft 365 Tenant

Some MSPs manage an Entra ID / Microsoft 365 Tenant containing multiple companies.  This topic will discuss how to sync the individuals companies to their ConnectWise Manage contacts.

You can easily sync a single company with ConnectWise Manage from a multiple-company Entra ID / Microsoft 365 Tenant using Group filtering.

Step 1

From the ConnectActive landing page, you must add each company separately that you wish to sync between the single Azure AD / 365 Tenant and ConnectWise Manage.

 

Step 2

If this is the first company to connect to this multi-tenant environment, follow the instructions for Microsoft 365 integration.

If you have already connected another company to this multi-tenant environment, select the other company under the "Use Other Company for Sync (For Multi-Tenant)" drop-down.

 

Step 3

Follow the Group Filtering instructions below to limit the contacts synced from the Entra ID / Microsoft 365 Tenant to a single company in ConnectWise Manage.

Microsoft 365 / Entra ID Group / License Filtering