Step-by-step walkthroughs for connecting each customer's environment and getting Dex resolving real user issues. Follow them in order — progress saves as you go.
Get from a fresh Dex login to a connected Microsoft 365 client tenant — convert to multi-tenant, add the tenant, and register Dex in Entra.
Replace Dex’s name, logo, and chat terminology with your own brand — across the admin center, the chat experience, and Microsoft Teams.
Install the tenant-agnostic MSI across your Windows fleet — manually, or at scale with Intune, Group Policy, or your RMM — and enroll each device with the tenant's token.
Install the signed, notarized pkg across your Macs — manually, via MDM (Jamf, Intune, Kandji, Mosyle), or your RMM — deliver the enrollment token, and pre-grant privacy permissions.
Deploy the Dex Device Agent as a domain-joined AD connector — run it under a least-privilege gMSA, delegate only the rights it needs, then enable the Local Active Directory app so Dex can manage users, groups, and OUs in on-prem AD.
