Tutorial: Azure Active Directory single sign-on (SSO) integration with Anyone Home CRM

In this tutorial, you'll learn how to integrate Anyone Home CRM with Azure Active Directory (Azure AD). When you integrate Anyone Home CRM with Azure AD, you can:

  • Control in Azure AD who has access to Anyone Home CRM.
  • Enable your users to be automatically signed-in to Anyone Home CRM with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

To learn more about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory.

Prerequisites

To get started, you need the following items:

  • An Azure AD subscription. If you don't have a subscription, you can get a free account.
  • Anyone Home CRM single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment.

To configure the integration of Anyone Home CRM into Azure AD, you need to add Anyone Home CRM from the gallery to your list of managed SaaS apps.

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type Anyone Home CRM in the search box.
  6. Select Anyone Home CRM from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Azure AD single sign-on for Anyone Home CRM

Configure and test Azure AD SSO with Anyone Home CRM using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Anyone Home CRM.

To configure and test Azure AD SSO with Anyone Home CRM, complete the following building blocks:

  1. Configure Azure AD SSO - to enable your users to use this feature.
    1. Create an Azure AD test user - to test Azure AD single sign-on with B.Simon.
    2. Assign the Azure AD test user - to enable B.Simon to use Azure AD single sign-on.
  2. Configure Anyone Home CRM SSO - to configure the single sign-on settings on application side.
    1. Create Anyone Home CRM test user - to have a counterpart of B.Simon in Anyone Home CRM that is linked to the Azure AD representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the Anyone Home CRM application integration page, find the Manage section and select single sign-on.

  2. On the Select a single sign-on method page, select SAML.

  3. On the Set up single sign-on with SAML page, click the edit/pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. On the Set up single sign-on with SAML page, enter the values for the following fields:

    a. In the Identifier text box, type a URL using the following pattern: https://app.anyonehome.com/webroot/files/simplesamlphp/www/module.php/saml/sp/metadata.php/<Anyone_Home_Provided_Unique_Value>

    b. In the Reply URL text box, type a URL using the following pattern: https://app.anyonehome.com/webroot/files/simplesamlphp/www/module.php/saml/sp/saml2-acs.php/<Anyone_Home_Provided_Unique_Value>

    Note

    These values are not real. Update these values with the actual Identifier and Reply URL. Contact Anyone Home CRM Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.

  5. On the Set up single sign-on with SAML page, In the SAML Signing Certificate section, click copy button to copy App Federation Metadata Url and save it on your computer.

    The Certificate download link

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called B.Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Click Create.

Assign the Azure AD test user

In this section, you'll enable B.Simon to use Azure single sign-on by granting access to Anyone Home CRM.

  1. In the Azure portal, select Enterprise Applications, and then select All applications.

  2. In the applications list, select Anyone Home CRM.

  3. In the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

  4. Select Add user, then select Users and groups in the Add Assignment dialog.

    The Add User link

  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.

  6. If you're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog, click the Assign button.

Configure Anyone Home CRM SSO

To configure single sign-on on Anyone Home CRM side, you need to send the App Federation Metadata Url to Anyone Home CRM support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create Anyone Home CRM test user

In this section, you create a user called Britta Simon in Anyone Home CRM. Work with Anyone Home CRM support team to add the users in the Anyone Home CRM platform. Users must be created and activated before you use single sign-on.

Test SSO

In this section, you test your Azure AD single sign-on configuration using the Access Panel.

When you click the Anyone Home CRM tile in the Access Panel, you should be automatically signed in to the Anyone Home CRM for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources