Integrations

Azure Active Directory

Customer service and support teams use Azure Active Directory (Azure AD) for its robust identity and access management features, ensuring secure and streamlined user authentication and authorization. By connecting their customer service tool to Azure AD, teams can leverage single sign-on (SSO) capabilities, enhancing security and simplifying access for support agents. This integration also allows for centralized management of user roles and permissions, ensuring that only authorized personnel have access to sensitive customer data and service tools.

Delivery: Vivantio Core Flexbridge Integration

Categories: IntegrationsTags: Azure, Identity, Microsoft, Security

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Azure Active Directory

Why Use Azure Active Directory

Vivantio can connect directly to Active Directory and create contacts in the Vivantio CRM area and automatically synchronise user data from active directory straight into Vivantio for automations and enhanced contact details.

Increase Efficency

Increase Efficiency and Streamline operations to reduce the burden on your teams while increasing productivity.

Solve Faster

Solve Issues Faster with a 360 Degree view of the end user.

Elevate Service

Elevate Service by providing all the information to your service and support teams that is relevant to the end user.

Improve Collaboration

Improve Collaboration between teams across Customer Service and Support, Information Security, compliance and infrastructure.

Azure Active Directory

Functionality

Log in to Vivantio as a User with Admin access
Check that you have FLEXBridge enabled by navigating to the Admin area > Integrations & API > FLEXBridge. If you do not see the FLEXBridge menu then please contact Vivantio Support who will help you.
Navigate to the Admin area > Integrations & API > FLEXBridge and select ‘Azure Active Directory bridge’ in your ‘Browse Bridges’ list
Fill in the Task Name and External source name, then using the credentials manager set up your Microsoft tenant.
If required you can set up any filter expressions to define the records that will be created
You can then map the Microsoft fields to the relevant fields in Vivantio.
You can set the synchronisation schedule
Save the input details
Navigate to the Admin area > Integrations & API > FLEXBridge and check that you see the Azure AD bridge in your ‘My Bridges’ list
Click on the name of the FLEXBridge task (next to the ‘Not Run’ label) to view and check the details have migrated as you expect.
When you are happy with the details, you can go to the ‘Status’ panel at the bottom of the page and click ‘Run Now’ to perform an import.
A dialogue will show the progress of the import. Please wait until the status is ‘Complete’. When you are happy that the import has been successful, then you can disable the Windows Azure Directory Sync.