Customize the user entity to configure Single sign-on (SSO) with MS CRM. It allows a configured CRM user to be logged in as a contact center agent upon login to MS CRM.
Follow these steps to customize the user entity.
For MS Online (CIF), first, you need to go to Setting→ Advanced Settings. After that follow the rest of the steps mentioned below. For an On-Premise environment, you can ignore this step.
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Go to setting→ security→ users
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Load customize entity page as shown below
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Select fields and click on new to create new field
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In display name enter “Agent Id” and click on save & close
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Repeat the same process to add “Password,Extension” and “SSO Agent” fields.
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For SSO Agent chose Data Type as "Two Options".
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Now open main form window.
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Add the fields in the user information area from the field explorer, click on save to save the form and then publish it.
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Go to settings→ users→ New.
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The form should contain all the new fields as shown below.
