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Export business-to-business (B2B) users to Microsoft Entra ID

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

You can automatically export business-to-business (B2B) users to Microsoft Entra ID.

Previously, you had to manually export B2B users to a .csv file. Then, the Microsoft Entra tenant administrator used this file to manually add the users to Microsoft Entra through the Azure portal.

To enable the automatic export feature, complete a one-time setup and configuration process. After you complete the process, you can use the Provision Microsoft Entra B2B user workflow task to automatically export B2B users to Microsoft Entra ID.

The one-time setup and configuration requires that you:

  1. Set up a B2B invitation service application in Microsoft Entra ID.
  2. Configure the B2B invitation service settings in finance and operations.

Set up a B2B invitation service application in Microsoft Entra ID

The tenant administrator of your Microsoft Entra tenant needs to complete the following steps.

  1. Sign in to the Azure portal as the tenant administrator.

  2. Select Microsoft Entra ID > Properties.

  3. Copy the Directory ID (this is the tenant ID) and save it. You need this value later.

  4. Select App registrations > New application registration.

  5. Enter the following information, and then select Create.

    1. In the Name field, enter the name of the application. For example: B2B admin application.
    2. In the Application type field, select Web app /API.
    3. In the Sign-on URL field, enter the URL for finance and operations.
  6. Select the App registrations tab, select the newly created application, copy the Application ID, and save it. You need this value later.

  7. Select All settings > Required permissions > Add.

  8. In the Add API access pane, complete the following steps:

    1. Select the Select an API tab. Select Microsoft Graph, and then select Select.
    2. In the Select permissions tab, select the following application permissions and set them to Yes:
      • Invite guest users to the organization
      • Read and write directory data
      • Read and write all users' full profiles
    3. Select the following delegated permissions and set them to Yes:
      • Invite guest users to the organization
      • Read and write directory data
      • Read and write all users' full profiles
      • Sign in and read user profile
    4. Select Select and Done.
  9. In the Required permissions blade, select Grant Permissions, and then select Yes to assign the permissions.

  10. Select All settings > Keys, and then complete the following steps:

    1. Enter a name of the key in the Description field.
    2. Set the expiration duration in the Expires field.
  11. Select Save. When you save the key, the Value is displayed.

    Warning

    Be sure to copy the key Value after saving the key. You can't access this value when you leave the blade.

Configure the B2B invitation service settings

  1. Sign in to finance and operations as administrator.
  2. Go to the B2B Invitation Configuration page, and select Edit.
  3. Select Enabled.
  4. Verify that the Tenant ID matches the Directory ID (which you noted in step 3 of the previous procedure).
  5. In the Client ID field, enter the Application ID (which you noted in step 6 of the previous procedure).
  6. Enter the key Value, copied from the previous procedure, into the Application Key field.
  7. Save the settings.

Now you can start using the Provision Microsoft Entra B2B user workflow task in your workflows to automatically export B2B users to Microsoft Entra ID.