Drift - Microsoft Admin Guide to Drift

Created Date

10/13/2026, 11:57 AM

Last Published Date

10/6/2026, 7:03 PM

Article

In this doc, we will describe the steps to properly enable a new instance of Drift to provision users via Microsoft SSO and connect O365 Calendars to book meetings through chat. This also covers the steps necessary for initial enablement for Drift Chat users, and provide resources in a centralized place, arranged in a logical flow. Lastly, here are some best-practices for maintaining a healthy implementation of Drift with Microsoft SSO and Calendaring tools through O365.
MICROSOFT ADMIN - INITIAL IMPLEMENTATION DURING ONBOARDING

Install and configure the Drift Enterprise Application for SSO (SAML)
- Alternatively, you can also use the Sign In with Microsoft feature versus SAML-SSO
Verify ownership of your SSO domain with a DNS or HTML record
- Enable SAML within Drift and ensure the Drift Account Owner can access the platform for subsequent steps
Connect the Account Owner (or another Admin) in Drift's calendar [Enterprise Chat Plan Only]
- Login to Drift and follow the steps to connect the Admin Calendar with O365.
- This will surface the "Drift Calendar App" within Entra; the app requires the following permissions from the Microsoft Graph API:
  - Note: This feature is for Drift Enterprise Chat Plans and will allow organization-wide calendar management by Drift Admins once they have been granted appropriate permission from the Microsoft Global Admin
  - For a lower-permission way to connect Drift Admins and Drift Users to O365, please follow this help document
Create a new Active Directory Group for Drift Users
- Add this new Drift Group to the Drift SSO Application as well as the Drift Calendaring Application that was connected in the previous step so users can inherit delegated permissions for both features
Configure verified sending domains using DKIM to send emails from Drift; increases inboxing % of guest-meeting-invites

Log in to Drift using the myapps.microsoft.com menu to access Drift via SSO
- Optionally, you can type in start.drift.com in your browser and use your email to log in to Drift if you are not able to access Drift via your application-launcher tile
- Note: Drift Admins must re-assign users from the Default user-role to any custom RBAC role which suits their purposes; also ensure that Workspaces and Teams are appropriately assigned to each user at this step
Navigate to Meetings in the far-left Drift menu once signed in and follow steps to connect to O365 to book meetings in chat
Connect Teams or Zoom to enable teleconferencing links to be added to guest meeting invites
Configure custom meeting-types, availability hours, and input Drift Profile details (including picture, if available)
Test booking meetings via Drift Profiles to see user experience and verify guest/host notifications via Drift are received in email

Periodically check that all users who need to book meetings have their calendars connected; prompt users whose calendars have been disconnected to follow the O365 help doc to sign back in with their Microsoft credentials within Drift
Work with an Entra Admin to ensure the Drift User Group in the Entra ID reflects the correct list of current and active users
Review the active Drift Users and verify they have the appropriate level of RBAC role for their function, and access to the correct Workspaces and are correctly enrolled by Team to ensure routing is accurate
Work with Entra Admins when a user's account is retired; initiate user deletion from Entra ID Group and then verify deletion within Drift

Title

Drift - Microsoft Admin Guide to Drift

URL Name

Microsoft-Admin-Guide-to-Drift