What is Azure?
Azure is a set of cloud services built by Microsoft
to help organisations meet various business challenges.
It allows businesses to build, manage and deploy applications on the Azure network using different tools and frameworks.
Azure Integration Overview
The Azure integration is only available with the Enterprise plan.
Using Microsoft Azure, it is possible to unite your applications with a Single Sign-on if the apps are able to integrate with the Azure Active Directory. Once enabled, your users will have a Single Sign-on (SSO) on Azure which will provide full access to your Really Simple Systems account.
Note: Once completed, users can only sign and access Really Simple Systems CRM by logging into the Azure Portal.
Really Simple Systems Azure Integration
To integrate Really Simple Systems CRM with Azure, you’ll first need to sign in or create an account in the Azure Portal.
Once logged in, look to the menu on the left side of your screen and click on “Azure Active Directory” and then “Enterprise applications”.
In the Enterprise applications overview, click “+ New application”.
This will give you three application options. Select the “Non-gallery application” option and name your new application “Really Simple Systems”
You will now have a menu for your new Really Simple Systems Azure application. Click on “Single Sign-on” and then select your sign in method as “SAML”.
You will now see a 5-stage process. Scroll to Stages 3 (SAML Signing Certificate) and 4 (Set up Really Simple Systems).
Keep this browser window open while you log into Really Simple Systems CRM. Once logged in, go to Settings, then Integrations, then Single Sign On and click on “SETUP” for Azure.
You will now see 3 fields that need to be filled in plus a requirement to upload a Base64 Certificate.
Fill the Really Simple Systems fields by copying and pasting the URL information from the matching fields in stage 4 of the Azure window. In order to upload the Base64 certification, you must first download it from Stage 3 in the Azure window.
Once the Azure information has been copied, press “Next”.
The next stage in the Really Simple Systems window will display two URLs to copy back into Azure.
In the Azure window go to Stage 1 and click edit. You will now have a menu on the right-hand side of your screen named “Basic SAML Configuration”.
Copy the first URL from Really Simple Systems into the Azure fields “Reply URL” and “Sign on URL”, and then copy the second URL into the Azure field “Identifier (Entry ID)” and press Save.
Press ‘”Done” in the Really Simple Systems window and then in the Azure window, scroll to Stage 5 and click “Test”.
If the test is successful, the Really Simple Systems Microsoft Azure integration is now enabled.
N.B Once Azure is enabled, none of your users will be able to log into the CRM except via Azure.
To disable Azure, in Really Simple Systems go to Settings, then Integrations and open Single Sign-on. Click the red Disable button. Logins for all users will revert to the standard login page.
- The email address that users use to log into Azure must be the same as the user’s email in the CRM, otherwise you’ll get a login error.
- If a user tries to log into Really Simple Systems using the standard login page, they will be redirected back to Azure.
- Make sure to add your Azure users into your Azure Really Simple Systems Application in “Users and groups”. Without this, users will not be granted permission to use the Application.
- In Azure, you can find your new Really Simple Systems App in myapps.microsoft.com
- Azure Base64 certificates, expires after 2 years, set yourself a renewal reminder.
For any technical difficulties in Azure, please contact their Support Team.