What is Azure?microsoft azure logo

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 available with the Really Simple Systems 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”.

Azure active directory

 

In the Enterprise applications overview, click “+ New application”.

 

Create a new azure application

 

This will take you through to ‘Browse Azure AD Gallery’. Select the ‘Create your own application’ option.

 

Enter ‘Really Simple Systems’ as the name of your app and make sure you have the ‘Integrate any other application you don’t find in the gallery (Non-gallery)’ option selected.

 

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”.

Azure single sign on SAML

 

You will next see a 5-Stage process.

In Stage 1, there are 2 required fields that need to be completed, the Identifier (Entity ID) and the Reply URL (Assertion Consumer Service URL). These can both be found in your CRM when setting up your Azure integration.

 

Keep this browser window open while you log into your Really Simple Systems CRM. Once logged in, go to Settings, then Integrations, and then Single Sign-on, and click on “SETUP” for Azure.

Set up Azure in Really Simple Systems CRM

You will next see the 2 URLs you need for Stage 1 in the Azure window, in a blue alert box. Copy these and add them to Azure, then click save.

In Stage 2 in the Azure window, you will need to add a claim. Click “Add claim” on the Stage 2 screen.

add claim

Fill in the Manage Claim form with the information below and click “Save”.

claim information

 

Back in the Really Simple Systems window, the 2 URLs copied for stage 1 are followed by 3 fields that also need to be completed, 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 will first need to download it from Stage 3 in the Azure window.

Transfer Azure stage 3 and 4 data

 

Once the Azure information has been copied, press “Next”.

Really Simple Systems with filled out Azure info

 

The next stage in the Really Simple Systems window will display the two URLs added in Stage 1 of the Azure window, in case you need them again, though you shouldn’t need to.

 

 

Click ‘”Done” in the Really Simple Systems window and then in the Azure window, scroll to Stage 5 and click “Test”.

Stage 5 test the Really Simple Systems Azure integration

 

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.

 

Disabling 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.

Notes

  • 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.