Tutorial: Azure AD 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 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.
- Along with Cloud Application Administrator, Application Administrator can also add or manage applications in Azure AD. For more information, see Azure built-in roles.
In this tutorial, you configure and test Azure AD SSO in a test environment.
- Anyone Home CRM supports IDP initiated SSO.
Add Anyone Home CRM from the gallery
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.
- Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
- On the left navigation pane, select the Azure Active Directory service.
- Navigate to Enterprise Applications and then select All Applications.
- To add new application, select New application.
- In the Add from the gallery section, type Anyone Home CRM in the search box.
- Select Anyone Home 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 Azure AD SSO 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, perform the following steps:
- Configure Azure AD SSO - to enable your users to use this feature.
- Configure Anyone Home CRM SSO - to configure the single sign-on settings on application side.
- 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.
- Test SSO - to verify whether the configuration works.
Configure Azure AD SSO
Follow these steps to enable Azure AD SSO in the Azure portal.
In the Azure portal, on the Anyone Home CRM application integration page, find the Manage section and select single sign-on.
On the Select a single sign-on method page, select SAML.
On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.
On the Basic SAML Configuration section, perform the following steps:
a. In the Identifier text box, type a URL using the following pattern:
b. In the Reply URL text box, type a URL using the following pattern:
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.
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.
Create an Azure AD test user
In this section, you'll create a test user in the Azure portal called B.Simon.
- From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
- Select New user at the top of the screen.
- In the User properties, follow these steps:
- In the Name field, enter
- In the User name field, enter the email@example.com. For example,
- Select the Show password check box, and then write down the value that's displayed in the Password box.
- Click Create.
- In the Name field, enter
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.
- In the Azure portal, select Enterprise Applications, and then select All applications.
- In the applications list, select Anyone Home CRM.
- In the app's overview page, find the Manage section and select Users and groups.
- Select Add user, then select Users and groups in the Add Assignment dialog.
- In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
- 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.
- 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.
In this section, you test your Azure AD single sign-on configuration with following options.
Click on Test this application in Azure portal and you should be automatically signed in to the Anyone Home CRM for which you set up the SSO.
You can use Microsoft My Apps. When you click the Anyone Home CRM tile in the My Apps, you should be automatically signed in to the Anyone Home CRM for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.
Once you configure Anyone Home 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 Cloud App Security.