Use the following checklist to ensure that you perform all steps required for successfully configuring the Avaya Workspaces for CRM integration with Salesforce:
No. |
Task |
Description |
Notes |

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1. |
Add the Azure Active Directory SAML Toolkit. |
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2. |
Open the Azure Active Directory SAML Toolkit and configure several URLs. |
You must ensure that you use the correct format for the URLs. |
Relay State is optional. Avaya recommends configuring Logout URL to ensure that users have a better logout experience. |
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3. |
If your deployment uses uppercase domain names, you must ensure that the format converts to lowercase for Avaya Experience Platform™ Public Cloud. |
This is an optional step. If your domain name already uses lowercase, you do not require this step. |
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4. |
You must add each SSO user to Dynamics 365. |
You must also add each SSO user to Avaya Experience Platform™ Public Cloud. This procedure is listed below. |
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5. |
Add the Dynamics 365 domain name to the Avaya Experience Platform™ Public Cloud allowlist. |
You must ensure that messages coming from Dynamics 365 are not blocked by Avaya Experience Platform™ Public Cloud. |
You must add the Dynamics 365 domain as an allowlisted domain in Avaya Experience Platform™ Public Cloud. This is necessary in order to be able to create users. |
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6. |
Download a metadata file from Dynamics 365. |
This file is called Federation Metadata XML. |
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7. |
Upload the metadata file to Avaya Experience Platform™ Public Cloud. |
You must add the metadata file from Dynamics 365 to the Avaya Experience Platform™ Public Cloud element inventory. |
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8. |
Creating SSO users in Avaya Experience Platform™ Public Cloud. |
You must create users with a login ID that exactly matches their Dynamics 365 login ID. |
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