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Tutorial: Microsoft Entra SSO integration with Anyone Home CRM

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

  • Control in Microsoft Entra ID who has access to Anyone Home CRM.
  • Enable your users to be automatically signed-in to Anyone Home 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.
  • Anyone Home CRM single sign-on (SSO) enabled subscription.
  • Along with Cloud Application Administrator, Application Administrator can also add or manage applications in Microsoft Entra ID. For more information, see Azure built-in roles.

Scenario description

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

  • Anyone Home CRM supports IDP initiated SSO.

To configure the integration of Anyone Home CRM into Microsoft Entra ID, you need to add Anyone Home 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 Anyone Home CRM in the search box.
  4. 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 Microsoft Entra SSO for Anyone Home CRM

Configure and test Microsoft Entra SSO with Anyone Home 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 Anyone Home CRM.

To configure and test Microsoft Entra SSO with Anyone Home 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 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 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 > Anyone Home 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.

    Screenshot shows to edit Basic S A M L Configuration.

  5. On the Basic SAML Configuration section, perform the following steps:

    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.

  6. 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.

    Screenshot shows the Certificate download link.

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 Anyone Home CRM.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Anyone Home CRM.
  3. In the app's overview page, find the Manage section and select Users and groups.
  4. Select Add user, then select Users and groups in the Add Assignment dialog.
  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 Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, 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, see Microsoft Entra My Apps.

Next steps

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.