Microsoft Entra ID (Azure AD)

As a Capacity Admin user, you can configure SAML 2.0 single sign-on (SSO) using Microsoft Entra ID (formerly Azure Active Directory) as your identity provider. This article walks you through configuring Microsoft Entra ID as your identity provider (IdP), what to share with Capacity to complete setup, and what your users will see once SSO is enabled.


How it Works

In this configuration, Capacity is the service provider (SP) and Microsoft Entra ID is the identity provider (IdP). You'll create a new enterprise application in Microsoft Entra ID, configure it with the SAML values Capacity requires, and then share your IdP metadata with Capacity so we can complete the connection on our end.


Before You Begin

Before you can configure SAML 2.0 SSO in Microsoft Entra ID/Azure AD, you'll need:

  • An admin account within your CI environment.
  • A full admin user within Azure AD to create and configure SSO applications.

Configure Entra ID

Add Enterprise Application

  • Sign in to the Microsoft Entra admin center (entra.microsoft.com).
  • Go to Identity > Applications > Enterprise applications, then select New application.
  • Select Create your own application
  • Enter a name (we recommend Capacity Conversation Intelligence)
  • Select Integrate any other application you don't find in the gallery (Non-gallery), then select Create.

Complete Basic SAML Configuration

  • From the application's Overview page, select Single sign-on under Manage, then choose SAML as the method.
  • In the Basic SAML Configuration section, select the pencil icon to edit, and enter the values below.
FieldValue
Identifier (Entity ID)https://{your-environment-url}/AuthServices
Reply URL (Assertion Consumer Service URL)https://{your-environment-url}/AuthServices/Acs
Sign on URLhttps://{your-environment-url}/
  • Save your entries and close the configuration panel. 
    • If Microsoft Entra ID prompts you to test single sign-on, select No, I'll test later

Configure User Attributes

Staying on the set up page, edit the Attributes & Claims section and confirm the Unique User Identifier (Name ID) is set to user.userprincipalname

Download Metadata

Within the SAML Certificates section, select Download next to Federation Metadata XML. This file contains your Microsoft Entra ID SAML metadata and tells Capacity how to communicate with your tenant and request authentication.

Assign Users

From the application's Overview page, select Users and groups under Manage, then select Add user/group to assign everyone who should sign in to Capacity using SSO.


Account Activation and Sign-In Experience

When a Capacity user needs to be activated and they're using SSO, they should use the Sign in with...  button rather than the Activate account button. Once SSO is enabled for your organization, your users' login page will include this option alongside standard sign-in.


What to Share with Capacity

ItemDescription
IdP metadata (Federation Metadata XML)The metadata file downloaded in step Download Metadata
Sign-in button label preference (Optional)Defaults to "Sign in with Microsoft Entra ID" unless you request otherwise.



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