OneDirectory

Welcome aboard! This guide takes you from purchase to a confident launch and strong adoption. Work through the phases in order — each links to the detail.

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<a href="https://onedirectory.com/help/en/articles/15645432-how-to-connect-microsoft-365-and-entra-id-in-your-trial" rel="nofollow noopener noreferrer" target="_blank">Connect Microsoft 365 and Entra ID</a>

<a href="https://onedirectory.com/help/en/articles/15645450-accessing-your-directory-and-the-directory-console" rel="nofollow noopener noreferrer" target="_blank">Accessing your directory and the Directory Console</a>

- <a href="https://onedirectory.com/help/en/articles/15645432-how-to-connect-microsoft-365-and-entra-id-in-your-trial" rel="nofollow noopener noreferrer" target="_blank">Connect Microsoft 365 and Entra ID</a>
- <a href="https://onedirectory.com/help/en/articles/15645450-accessing-your-directory-and-the-directory-console" rel="nofollow noopener noreferrer" target="_blank">Accessing your directory and the Directory Console</a>

<a href="https://onedirectory.com/help/en/articles/15648686-customize-before-you-launch-pre-launch-checklist" rel="nofollow noopener noreferrer" target="_blank">Customize before you launch (pre-launch checklist)</a>

- <a href="https://onedirectory.com/help/en/articles/15648686-customize-before-you-launch-pre-launch-checklist" rel="nofollow noopener noreferrer" target="_blank">Customize before you launch (pre-launch checklist)</a>

<a href="https://onedirectory.com/help/en/articles/15648412-can-i-sync-only-a-few-test-users-first" rel="nofollow noopener noreferrer" target="_blank">Can I sync only a few test users first?</a>

- <a href="https://onedirectory.com/help/en/articles/15648412-can-i-sync-only-a-few-test-users-first" rel="nofollow noopener noreferrer" target="_blank">Can I sync only a few test users first?</a>

<a href="https://onedirectory.com/help/en/articles/15648687-launching-onedirectory-to-your-team" rel="nofollow noopener noreferrer" target="_blank">Launching OneDirectory to your team</a>

<a href="https://onedirectory.com/help/en/articles/15648689-announcement-templates-email-and-teams" rel="nofollow noopener noreferrer" target="_blank">Announcement templates (email and Teams)</a>

- <a href="https://onedirectory.com/help/en/articles/15648687-launching-onedirectory-to-your-team" rel="nofollow noopener noreferrer" target="_blank">Launching OneDirectory to your team</a>
- <a href="https://onedirectory.com/help/en/articles/15648689-announcement-templates-email-and-teams" rel="nofollow noopener noreferrer" target="_blank">Announcement templates (email and Teams)</a>

<a href="https://onedirectory.com/help/en/articles/15648690-driving-adoption-and-measuring-success" rel="nofollow noopener noreferrer" target="_blank">Driving adoption and measuring success</a>

- <a href="https://onedirectory.com/help/en/articles/15648690-driving-adoption-and-measuring-success" rel="nofollow noopener noreferrer" target="_blank">Driving adoption and measuring success</a>

Consider <a href="https://onedirectory.com/help/en/articles/15648691-guided-deployment-expert-led-setup" rel="nofollow noopener noreferrer" target="_blank">Guided Deployment</a> — our expert-led setup service that takes you from kickoff to go-live.

A step-by-step path from purchase to a successful launch and strong adoption, with links for each phase.

Your path to go-live (onboarding overview)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Your path to go-live (onboarding overview)

1. Set up

2. Customize

3. Pilot

4. Launch

5. Drive adoption

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