What should be done before federating your Office 365 account?

Before federating your Office 365 account, confirming that your Okta provisioning is functioning correctly is essential. This step ensures that the integration between Okta and Office 365 will operate smoothly, particularly regarding user provisioning and management. Proper provisioning means that user information is correctly synchronized, allowing for seamless access and authentication processes.

When you have verified that Okta's provisioning functionalities are working as intended, you minimize the risk of encountering issues after federation, such as user account mismatches or failed provisioning. This step is crucial because without a functioning provisioning system, you might face significant challenges in user management once the federation is established.

Setting up a federated domain is a necessary step in the federation process, but it comes after you've confirmed that provisioning is in place. Similarly, changing usernames or deleting the existing Okta app could complicate the federation process rather than facilitating it, potentially leading to issues with user identity and access.