Page created: 24 Jul 2019
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Page updated: 8 Feb 2022
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Microsoft Dynamics CRM Other Documents Integrations Language English Integration Content Type Product documentation Audience Administrator
- On the Connection Type screen, select the Browser SSO Profiles check box and select WS-Federation as the Protocol. If you are configuring the connection for active federation (for native client cases such as the Dynamics CRM plug-in for Outlook), select the WS-Trust STS check box. You must select SAML 1.1 as the Default Token Type.
-
On the General Info screen, enter the CRM Web site in
the Partner’s Realm field.
For example,
https://ping.crm.com/default.aspx
- Enter a value in the Connection Name field.
- On the Browser SSO screen, click Configure Browser SSO.
- On the Assertion Lifetime screen, update the lifetime of the assertion as needed. Note that Dynamics CRM uses the SAML token to determine the session lifetime; you may increase the Minutes After value to extend the CRM session lifetime beyond 5 minutes (the default value).
- On the Assertion Creation screen, click Configure Assertion Creation.
- On the Identity Mapping screen, select User Principal Name.
-
On the Attribute Contract screen, extend the contract by
adding
upn
and selecting http://schemas.xmlsoap.org/ws/2005/05/identity/claims as the attribute name format.