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Tutorial: Microsoft Entra single sign-on (SSO) integration with Sugar CRM

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In this tutorial, you'll learn how to integrate Sugar CRM with Microsoft Entra ID. When you integrate Sugar CRM with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Sugar CRM.
  • Enable your users to be automatically signed-in to Sugar CRM with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • Sugar CRM single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

  • Sugar CRM supports SP initiated SSO

Note

Identifier of this application is a fixed string value so only one instance can be configured in one tenant.

To configure the integration of Sugar CRM into Microsoft Entra ID, you need to add Sugar CRM from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type Sugar CRM in the search box.
  4. Select Sugar CRM from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Sugar CRM

Configure and test Microsoft Entra SSO with Sugar CRM using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Sugar CRM.

To configure and test Microsoft Entra SSO with Sugar CRM, perform the following steps:

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

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Sugar CRM > Single sign-on.

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

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

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, enter the values for the following fields:

    a. In the Sign-on URL text box, type a URL using the following pattern:

    • https://<companyname>.sugarondemand.com
    • https://<companyname>.trial.sugarcrm

    b. In the Reply URL text box, type a URL using the following pattern:

    • https://<companyname>.sugarondemand.com/<companyname>
    • https://<companyname>.trial.sugarcrm.com/<companyname>
    • https://<companyname>.trial.sugarcrm.eu/<companyname>

    Note

    These values are not real. Update these values with the actual Sign-On URL and Reply URL. Contact Sugar CRM Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section.

  6. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  7. On the Set up Sugar CRM section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal 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. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

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

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Sugar CRM.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Sugar CRM SSO

  1. In a different web browser window, sign in to your Sugar CRM company site as an administrator.

  2. Go to Admin.

    Admin

  3. In the Administration section, click Password Management.

    Screenshot shows the Administration section where you can select Password Management.

  4. Select Enable SAML Authentication.

    Screenshot shows the option to select SAML Authentication.

  5. In the SAML Authentication section, perform the following steps:

    SAML Authentication

    a. In the Login URL textbox, paste the value of Login URL.

    b. In the SLO URL textbox, paste the value of Logout URL.

    c. Open your base-64 encoded certificate in notepad, copy the content of it into your clipboard, and then paste the entire Certificate into X.509 Certificate textbox.

    d. Click Save.

Create Sugar CRM test user

In order to enable Microsoft Entra users to sign in to Sugar CRM, they must be provisioned to Sugar CRM. In the case of Sugar CRM, provisioning is a manual task.

To provision a user account, perform the following steps:

  1. Sign in to your Sugar CRM company site as administrator.

  2. Go to Admin.

    Admin

  3. In the Administration section, click User Management.

    Screenshot shows the Administration section where you can select User Management.

  4. Go to Users > Create New User.

    Create New User

  5. On the User Profile tab, perform the following steps:

    Screenshot shows the User Profile tab where you can where you can enter the values described.

    • Type the user name, last name, and email address of a valid Microsoft Entra user into the related textboxes.

  6. As Status, select Active.

  7. On the Password tab, perform the following steps:

    Screenshot shows the Password tab where you can where you can enter the values described.

    a. Type the password into the related textbox.

    b. Click Save.

Note

You can use any other Sugar CRM user account creation tools or APIs provided by Sugar CRM to provision Microsoft Entra user accounts.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, this will redirect to Sugar CRM Sign-on URL where you can initiate the login flow.

  • Go to Sugar CRM Sign-on URL directly and initiate the login flow from there.

  • You can use Microsoft My Apps. When you click the Sugar CRM tile in the My Apps, this will redirect to Sugar CRM Sign-on URL. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Sugar CRM you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.