SSO for Dynamics CRM allows your team to quickly login with a single password
Get The Full Spectrum Of CRM Through The Seamless Dynamics 365 Applications. Manage Topline Revenue. Enhance Customer Service. Drive Business Sales. Easy To Manage. Types: Cloud Based CRM, Customer Support, Automate Sales.
CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
Before you begin:
- Sign up for a Dynamics CRM account.
- Set up a connection, which is a source of users. Connections can be databases, social identity providers, or enterprise identity providers, and can be shared among different applications. You may set up more than one connection for use with SSO integrations.
Configure Auth0 SSO Integration
Enter a name for your SSO Integration, and click Save.
Configure integration with Dynamics CRM
To configure the integration with Dynamics CRM, follow the instructions listed in the Tutorial view (which will appear when you save the initial configuration settings).
Dynamics CRM SSO integration
Before you continue, make sure you have your SSO integration Client ID. You will use the Client ID to replace the
Provide the following SAML protocol configuration parameters:
Identity Provider Certificate:
Identity Provider SHA1 fingerprint:
Identity Provider Login URL (be sure to replace the SSO_CLIENT_ID placeholder with the Client ID of your SSO Integration):
Identity Provider Metadata (be sure to replace the SSO_CLIENT_ID placeholder with the Client ID of your SSO Integration):
Alternatively, to log in with a specific identity provider, you can add a
connection parameter (be sure to replace the SSO_CLIENT_ID placeholder with the Client ID of your SSO Integration):
https://YOUR_DOMAIN/samlp/SSO_CLIENT_ID?connection=email https://YOUR_DOMAIN/samlp/SSO_CLIENT_ID?connection=google-oauth2 https://YOUR_DOMAIN/samlp/SSO_CLIENT_ID?connection=Username-Password-Authentication
In this case, Auth0 will redirect users to the specified connection and will not display the Login widget. Make sure you send the SAMLRequest using
Choose the connections to use with your SSO integration. Users in enabled connections will be allowed to log in to Dynamics CRM. By default, all configured connections are enabled.
Select the Connections view.
Toggle the sliders next to connection names to enable or disable them.