Microsoft Dynamics CRM Single Sign On Integration

The Microsoft Dynamics CRM Single Sign On (SSO) Integration lets your users log in to Microsoft Dynamics CRM with Auth0 identity providers, and provides SSO to configured clients.

Create a New SSO Integration

Navigate to Dashboard > SSO Integrations and click + Create New SSO Integration.

Select the Microsoft Dynamics CRM option.

Set the name for your SSO Integration. Click Create.

You will be brought to the Microsoft Dynamics CRM Configuration Instructions page. We'll perform these steps in a later section.

Next, click on the Settings tab to configure the integration's settings.

Configure Settings

On the Settings page, configure the following values:

Setting Description
Name The name for your SSO integration (if you would like to change the value you provided when you first set up the integration).
Server URL The URL for your Microsoft Dynamics CRM server.
X.509 Encryption Certificate The certificate (DER encoded binary X.509) used to encrypt tokens sent to Microsoft Dynamics CRM by Auth0.
Use Auth0 instead of the IdP to do single sign on If enabled, Auth0 will handle Single Sign On instead of Microsoft Dynamics CRM.

Click Save.

Configure Microsoft Dynamics CRM

When you configure Microsoft Dynamics CRM, refer to the Microsoft Dynamics CRM Configuration Instructions page on Dashboard > SSO Integrations > Microsoft Dynamics CRM and follow each of the steps as shown.

Enable Connections

Click the Connections tab for the integration to select which connections you want to enable for this integration.

Setup Complete

That's it! You've set up a Single Sign On integration with Microsoft Dynamics CRM and Auth0. Your users can now choose this as a way to authenticate.