Dynamics 365 CRM WordPress Single Sign-On Integration | Dynamics CRM SSO login
Dynamics 365 CRM WordPress Single Sign-On Integration | Dynamics CRM SSO login
Dynamics CRM WordPress SSO / Office 365 Wordpress SSO (SAML Single Sign-On) login [SAML SSO] can be achieved by using our WordPress SAML SP Single Sign-On (SSO) plugin. Our SSO solution will make WordPress SAML 2.0 compliant Service Provider establishing trust between the WordPress site and Dynamics CRM to securely authenticate and login users to the WordPress site. Our WordPress Single Sign-On (SSO) solution helps to secure WordPress sites behind the SSO login so that users are authenticated using their Dynamics CRM / Office 365 / Microsoft 365 login credentials. Seamless support for advanced SSO features like Attribute & Group Mapping, Synchronize WordPress user’s details with Dynamics CRM 365, Populate Employee information from Dynamics CRM to WordPress, Intranet SSO / Internet SSO, Mapping the profile picture from Dynamics CRM / Office 365 to your WordPress avatar, etc.
Here we will go through a guide to configure Dyanmics CRM WordPress SAML Single Sign-On SSO login between WordPress site and Dynamics CRM / Office 365 by considering Office 365 / Dynamics CRM as IdP (Identity Provider) and WordPress as SP (Service Provider). Our SSO plugin provides Unlimited user authentications from Dynamics CRM / Office 365 / Azure B2C.
You can visit our WordPress SSO plugin to know more about the other features we provide.
Pre-requisites : Download And Installation
- Log into your WordPress instance as an admin.
- Go to the WordPress Dashboard → Plugins and click on Add New.
- Search for WordPress Single Sign-On (SSO) plugin and click on Install Now.
- Once installed click on Activate.
To configure WordPress Dynamics CRM SSO (Single Sign-On) with Office 365 / Dynamics CRM as IdP and WordPress as SP, you need to install the WordPress SAML SSO plugin
WordPress Single Sign On SSO login with Azure, Azure B2C, Okta, ADFS, Keycloak, Salesforce, Ping, Onelogin, Gsuite, Shibboleth & many SAML IdPs [24/7 SUPPORT]
Download Free Plugin
Full Featured TrialWordPress Azure AD SSO along with seamless integrations for Microsoft Azure services
WordPress Azure AD Integration helps you connect your WordPress site with Azure AD and provides seamless integration with Microsoft Graph API, SharePoint, Power BI, etc and solutions for User sync, Azure Multitenancy.
Steps to configure Dynamics CRM Single Sign-On (SSO) Login into WordPress(WP)
1. Setup Dynamics CRM as IdP (Identity Provider) for WordPress SSO integration
Follow the steps below to configure Dynamics CRM as IdP for WordPress
Configure Dynamics CRM as IdP
- In the WordPress SAML SP SSO plugin, navigate to Service Provider Metadata tab. Here, you can find the SP metadata such as SP Entity ID and ACS (AssertionConsumerService) URL which are required to configure Dynamics CRM as the Identity Provider.
- Log in to Azure AD Portal as admin
- Select Azure Active Directory.
- Select App registrations.
- Click on New registration.
- Assign a Name and choose the account type.
- In the Redirect URL field, provide the ACS URL provided in Service Provider Metadata tab of the plugin and click on Register button.
- Navigate to Expose an API from left menu panel.
- Click the Set button and replace the APPLICATION ID URL with the plugin's SP Entity ID.
- Go back to Azure Active Directory ⇒ App Registrations window and click on Endpoints.
- This will navigate up to a window with multiple URLs.
- Copy the Federation Metadata document URL to get the Endpoints required for configuring your Service Provider.
- You have successfully configured Dynamics CRM as SAML IdP ( Identity Provider) for achieving Dynamics CRM SSO login into your WordPress (WP) Site.
NOTE: Please ensure that the SP Entity ID value from the Service Provider Metadata tab doesn't have a trailing slash('/'). If SP Entity ID has a trailing slash then update it by removing the trailing slash from the SP EntityID / Issuer field under the Service Provider Metadata tab of the plugin, enter the updated value at Azure and click on the Save button.
2. Configuring WordPress as SP (Service Provider)
- Free
- Standard
- Premium
In the WordPress SAML SSO plugin, go to the Service Provider Setup tab of the plugin. There are two ways to configure the WordPress SSO plugin:
A. By uploading IDP metadata:
- Click on Upload IDP metadata button.
- Enter the Identity Provider Name
- You can either upload a metadata file and click on Upload button or use a metadata URL and click on Fetch Metadata.
B.Manual Configuration:
- Provide the required settings (i.e. Identity Provider Name, IdP Entity ID or Issuer, SAML Login URL, X.509 Certificate) as provided by your Identity Provider and click on the Save button.
- Click on Test configuration to check the attributes and values sent by IDP.
Step 3: Attribute Mapping
- In the free plugin, only NameID is supported for Email and Username attributes of the WordPress user.
- When a user performs SSO, the NameID value sent by the IDP will get mapped to the email and username of the WordPress user.
Step 4: Role Mapping
- In the free plugin, you can choose a Default Role which will be assigned to all the non-admin users when they perform SSO.
- Go to Attribute/Role mapping tab and navigate to Role Mapping section.
- Select the Default Role and click on the Update button.
Step 5: SSO settings
- In the free plugin you can add a Single Sign-On button by enabling Add a Single Sign-On button on the WordPress Login Page toggle in Option 1.
- If your WordPress theme supports login widget, you can add a login widget to enable SP-Initiated SSO on your site.
- Navigate to Redirection and SSO links tab and follow the given steps given under Option 2: Use a Widget to add a login widget on your site.
In the WordPress SAML SSO plugin, go to the Service Provider Setup tab of the plugin. There are two ways to configure the WordPress SSO plugin:
A. By uploading IDP metadata:
- Click on Upload IDP metadata button.
- Enter the Identity Provider Name
- You can either upload a metadata file and click on Upload button or use a metadata URL and click on Fetch Metadata.
B.Manual Configuration:
- Provide the required settings (i.e. Identity Provider Name, IdP Entity ID or Issuer, SAML Login URL, X.509 Certificate) as provided by your Identity Provider and click on the Save button.
- Click on Test configuration to check the attributes and values sent by IDP.
Step 3: Attribute Mapping
- Attribute Mapping feature allows you to map the user attributes sent by the IDP during SSO to the user attributes at WordPress.
- In WordPress SAML plugin, go to Attribute/Role Mapping tab and fill up the following fields in Attribute Mapping section.
NOTE: If you click on Test Configuration button in Service Provider Setup tab and authenticate with your IDP, you can see a list of attributes sent by the IDP in the Attribute/Role mapping tab. This information can be used to provide the above mapping.
Step 4: Role Mapping
- Go to Attribute/Role mapping tab and navigate to Role Mapping section.
- Select the Default Role and click on the Save button.
In the standard plugin, you can choose a default role which will be assigned to all the non-admin users when they perform SSO.
Step 5: SSO settings
- Auto-Redirection from site: If this option is enabled, any unauthenticated user trying to access your site will get redirected to the IDP login page and after successful authentication, they will be redirected back to the same page on your site which they were trying to access.
- Go to Redirection and SSO Links tab of the plugin and navigate to Option 1: Auto - Redirection from site.
- Enable Redirect to IdP if user not logged in [PROTECT COMPLETE SITE]option.
- Auto-Redirection from WordPress Login: If this option is enabled, any unauthenticated user trying to access the default WordPress login page will get redirected to the IDP login page for authentication. After successful authentication, they will be redirected back to the WordPress site.
- Go to Redirection and SSO Links tab of the plugin and navigate to Option 2: Auto- Redirection from WordPress Login.
- Enable Redirect to IdP from WordPress Login Page option.
- SSO Links: You can add SSO links anywhere on your site using the Shortcode and Widget provided in Redirection and SSO Links tab > Option 3: SSO Links section of the plugin
In the Standard plugin you can enable SP-initiated SSO using the following options.
Steps:
Steps:
NOTE: Please enable the Backdoor login and note down the backdoor URL. This will allow you to access the WordPress login page in case you get locked out of the IDP.
In the WordPress SAML SSO plugin, go to the Service Provider Setup tab of the plugin. There are two ways to configure the WordPress SSO plugin:
A. By uploading IDP metadata:
- Click on Upload IDP metadata button.
- Enter the Identity Provider Name
- You can either upload a metadata file and click on Upload button or use a metadata URL and click on Fetch Metadata.
- In the Premium plugin, you can enable auto-sync for the metadata URL which will auto-update the plugin configuration as per the IDP metadata after a set interval of time
B.Manual Configuration:
- Provide the required settings (i.e. Identity Provider Name, IdP Entity ID or Issuer, SAML Login URL, X.509 Certificate) as provided by your Identity Provider and click on the Save button.
- Click on Test configuration to check the attributes and values sent by IDP.
- In the Premium Plugin, you can provide the SAML Logout URL to achieve Single Logout on your WordPress site.
Step 3: Attribute Mapping
- Attribute Mapping feature allows you to map the user attributes sent by the IDP during SSO to the user attributes at WordPress.
- In WordPress SAML plugin, go to Attribute/Role Mapping tab and fill up the following fields in Attribute Mapping section.
- Custom Attribute Mapping: This feature allows you to map any attribute sent by the IDP to the usermeta table of WordPress.
Step 4: Role Mapping
- From the Attribute Mapping section of the plugin, provide a mapping for the field named Group/Role. This attribute will contain the role related information sent by the IDP and will be used for Role Mapping.
- Navigate to role mapping section and provide the mappings for the highlighted roles.
- For example, If you want a user whose Group/Role attribute value is wp-editor to be assigned as an Editor in WordPress, just provide the mapping as wp-editor in the Editor field of Role Mapping section.
This feature allows you to assign and manage roles of the users when they perform SSO. Along with the default WordPress roles, this is compatible with any custom roles as well.
Step 5: SSO Settings
- Auto-Redirection from site: If this option is enabled, any unauthenticated user trying to access your site will get redirected to the IDP login page and after successful authentication they will be redirected back to the same page on your site which they were trying to access.
- Go to Redirection and SSO Links tab of the plugin and navigate to Option 1 : Auto-Redirection from site.
- Enable Redirect to IdP if user not logged in [PROTECT COMPLETE SITE] option.
- Auto-Redirection from WordPress Login: If this option is enabled, any unauthenticated user trying to access the default WordPress login page will get redirected to the IDP login page for authentication. After successful authentication, they will be redirected back to the WordPress site.
- Go to Redirection and SSO Links tab of the plugin and navigate to Option 2: Auto- Redirection from WordPress Login.
- Enable Redirect to IdP from WordPress Login Page option.
- Login Button: You can add a customized login button anywhere on your site or WordPress login page by navigating to Option 3: Login Button section of Redirection and SSO Links tab.
- SSO Links: You can add SSO links anywhere on your site using the Shortcode and Widget provided in Option 4: SSO Links section of Redirection and SSO Links tab.
In the Premium plugin you can enable SP-initiated SSO using the following options.
Steps:
Steps:
NOTE: Please enable the Backdoor login and note down the backdoor URL. This will allow you to access the WordPress login page in case you get locked out of the IDP login.
In this Guide, you have successfully configured Dynamics CRM SAML Single Sign-On (Dynamics CRM WP SSO Login) choosing Dynamics CRM as IdP and WordPress as SP using WordPress SAML Single Sign-On (SSO) Login plugin .This solution ensures that you are ready to roll out secure access to your WordPress(WP) site using Dynamics CRM login credentials within minutes.
Recommended Add-Ons
SCIM User Provisioning
Allows syncing user's creation, updation and deletion from your IDP to WordPress site
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Page and Post Restriction
Restricts WordPress pages and posts based on User Roles and User's Login Status
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Learndash Integrator
Maps SSO users to LearnDash groups as per the group attributes sent by your IDP
Know more →Additional Resources
- What is Single Sign-On (SSO) Login?
- Azure AD SSO | Azure Single Sign-On (SSO) Login
- Azure / Office 365 integration
- Azure AD - Overview
- WordPress SSO - Azure | miniOrange Integration
- Configure Azure AD as Identity Provider (IdP) for SSO Login
- Azure AD - What is Azure Active Directory?
- Does the WordPress SAML SSO plugin support IDP (Azure AD) initiated SSO?
- How to configure Single Logout (SLO) in Azure AD with WP SAML SSO Plugin?
- How to assign WordPress roles to users according to the groups in Azure AD?
- Frequently Asked Questions (FAQs)
If you are looking for anything which you cannot find, please drop us an email on samlsupport@xecurify.com
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