In today’s fast-paced digital world, businesses are always looking for ways to streamline their processes and simplify their work. One such solution is connecting EspoCRM to Microsoft Office 365. By connecting EspoCRM to Office 365, businesses can leverage the robust features of both platforms to boost their productivity, increase collaboration, and simplify their work.

In this article, we’ll explain the steps for connecting EspoCRM login to Microsoft Office 365, so you can enjoy the benefits of both platforms.

Connecting EspoCRM to Microsoft Office 365

The first step to connecting EspoCRM to Office 365 is to configure the connection between the two platforms. To do this, you’ll need to have an Office 365 account and access to the Microsoft Azure portal.

Once you have access to the Azure portal, follow these steps to connect EspoCRM to Office 365:

1. Log in to the Azure portal
2. Select the “Azure Active Directory” option from the left-hand menu
3. Select the “App registrations” option
4. Click on the “New registration” button
5. Enter a name for the app (e.g. EspoCRM)
6. Select the “Accounts in this organizational directory only” option if you only want to allow for access from your organization or “Accounts in any organizational directory” option if you want to allow for logging from external accounts
7. Click on the “Register” button to create the app and get the “Application (client) ID”.

Configuring EspoCRM for Microsoft Office 365 Integration

Now that you have the necessary information from the Azure portal, you can configure EspoCRM for Office 365 integration. To do this, follow these steps:

1. In your EspoCRM instance, go to Administration -> Authentication and change the Authentication Method to “OIDC”.
2. Scroll down to the “OIDC” section and enter the “Application (client) ID” that you copied from the Azure Portal into the “Client ID” field.
3. In the Azure Portal, go to the “Certificates & secrets” tab on the left-hand side and click on the “New client secret” button to create a new secret key for your app.
4. Copy the value of the newly created secret key and paste it into the “Client Secret” field in the “OIDC” section of EspoCRM.
5. In the Azure Portal, go to the “Authentication” tab on the left-hand side and paste the “Authorization Redirect URI” that you copied from EspoCRM into the “Web Redirect URIs” section.
6. In EspoCRM, copy the “OAuth 2.0 authorization endpoint (v2)” value from the “Endpoints” section of your Azure app and paste it into the “Authorization Endpoint” field in the “OIDC” section.
7. Copy the “OAuth 2.0 authorization endpoint (v2)” value from the “Endpoints” section of your Azure app and paste it into the “Authorization Endpoint” field in the “OIDC” section, inside EspoCRM.
8. Similarly, copy the “OAuth 2.0 token endpoint (v2)” value and paste it into the “Token Endpoint” field.
9. Open the “OpenID Connect metadata document endpoint” in your browser, copy the value of the “jwks_uri” parameter, and paste it into the “JSON Web Key Set Endpoint” field in EspoCRM. Also, copy the value of the “end_session_endpoint” parameter and paste it into the “Logout URL” field in EspoCRM.
10. Change content of Username Claim in EspoCRM to email. Thanks to that username will be matched by email address from Microsoft.
11. Check checkbox under Create User. Thanks to that if user will not be find based on username, account will be created.
12. If you want to allow admins to login through OIDC, check checkbox under Allow OIDC login for admin users.
13. Finally click on the “Save” button in EspoCRM.

Testing the EspoCRM to Microsoft Office 365 Integration

Once you’ve completed the configuration, it’s time to test the integration. To do this, follow these steps:

1. Open incognito mode or different browser
2. Open login page of your EspoCRM and click on Sign In button and fill Microsoft login form
3. If the integration is successful, you should be able to access EspoCRM without having to enter your EspoCRM credentials

Conclusion

By connecting EspoCRM login to Microsoft Office 365, businesses can enjoy the benefits of both platforms, streamline their processes, and simplify their work. By following the steps outlined in this article, you can easily connect EspoCRM to Office 365 and start taking advantage of the integration.