Note: Customers are in the process of being renamed to Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

Prerequisites

• You must have previously Integrated with Microsoft as a single Tenant or as a Cloud Solution Provider (CSP).
• You must be an Administrator in the Syncro account.

Overview

Microsoft Tenants are mapped to Syncro Tenants. Organizations are then assigned to those Syncro Tenants. In many cases, there's a 1:1 relationship between an Organization and a Syncro Tenant. This 1:1 relationship is the default:

However, you might have situations where you would assign multiple Organizations to a single Syncro Tenant. 

For example, let's say you support a client with three office locations that are on the same Microsoft Tenant. However, each of those locations is billed and pays for IT services separately, so there is one Organization for each location in Syncro. You would want to assign all three Organizations to the one Syncro Tenant, then map that Syncro Tenant to the single Microsoft Tenant. See Move Existing Organizations to a Single Syncro Tenant for more information.

Note: Whenever you create a new Organization or edit an existing one, you'll have the option to select a mapped Syncro Tenant to act as its parent in the ORGANIZATION SETTINGS section. If you create a new Organization without having done the Microsoft integration and this mapping, Syncro automatically creates a Syncro Tenant with the same name as the Organization to provide an infrastructure for future scalability.

Map Your Syncro Tenants

Follow these steps to map your Syncro Tenants:

1. Navigate to Admin > RMM Settings - Microsoft Tenant Management. Syncro displays the Microsoft Tenant Management Page.
2. Click the vertical ellipsis ()  in the appropriate row, then select “Map Syncro Tenant.” Syncro displays the Start Tenant Mapping pop-up window.
3. Select an existing Organization from the Syncro Tenant dropdown menu.
4. Click Start Tenant Mapping. Syncro redisplays the Microsoft Tenant Management Page with the Syncro Tenant column filled in.
   Note: If your Syncro Tenant should have child Organizations, you may want to set that up. Edit each child Organization and select your Syncro Tenant from the dropdown menu in the ORGANIZATION SETTINGS section:
   
5. Click a hyperlinked Syncro Tenant name to view its Details Page, where you can now set up Microsoft Entra ID User Sync to take full advantage of this integration.

About the Syncro Tenant Details Page

The Syncro Tenant Details page contains a left side panel and a Customer Organizations table in the main page area:

1. The name in the upper left corner is the name of your Syncro Tenant. You can click on the name to edit it.
2. In the Microsoft Details section header, there's a “Manage” link, which navigates you to the Microsoft Tenant Management page/table.  
3. In the Microsoft Details section itself, you'll see the following information:
   • Last Tenant Sync: The last time this Microsoft and Syncro Tenant were synced (e.g., 34m ago). Click Sync Now to attempt a resync.
   • Microsoft Tenant: The name of the Microsoft Tenant this Syncro Tenant is mapped to.
   • Microsoft Secure Score: A percentage measurement of an organization's security posture, with a higher number indicating more recommended actions taken. (See Microsoft Secure Score for more information.)
   • Microsoft Active Users: The number of active user accounts in the Microsoft Tenant.
   • Microsoft Licensed Users: The number of licensed user accounts in the Microsoft Tenant. See Microsoft's documentation for more information.
4. In the Customer Organizations table, you'll see:
   • The hyperlinked names of any child Organizations that have this Syncro Tenant selected as its parent. If there are no child Organizations, the only Customer Organization that appears has the same name as the Syncro Tenant:
   • Any Email addresses and Phone numbers associated with the listed Organizations. (See also: Best Practices.) 
   • The status of and/or ability to set up MS Entra ID User Sync.

Move Existing Organizations to a Single Syncro Tenant

Let's say you support a client called “Grateful Dentists,” which has three locations that you bill separately. Therefore, you have three Organizations in Syncro: 

1. Grateful Dentists - Boston
2. Grateful Dentists - Waltham
3. Grateful Dentists - Burlington

You likely have one Microsoft Tenant for all of the Grateful Dentists locations, and it makes sense to put these multiple Organizations under a single Syncro Tenant. 

However with this new feature, Syncro will automatically create three Syncro Tenants, one for each Organization.

To change this to a single Syncro Tenant named “Grateful Dentists,” follow these steps:

1. Rename one of the automatically-created Syncro Tenants. E.g., rename “Grateful Dentists - Boston” to “Grateful Dentists.”
2. Re-assign the Grateful Dentists - Waltham and Grateful Dentists - Burlington Organizations to the "Grateful Dentists" Syncro Tenant from step 1.
3. Map the Microsoft Tenant for Grateful Dentists to the Syncro Tenant for Grateful Dentists.

When you're finished, you'll have multiple Customer Organizations in your table.

The following Syncro Tenant—"Foggy IT"—is mapped to a Microsoft Tenant with the same name, which you see on the left: 

On the right, you can see that the “Foggy IT” Syncro Tenant is associated with two Organizations: Foggy IT itself, and Dunder Mifflin.