Configuring Azure Active Directory

CFSWorX can optionally be used with Azure Active Directory. This makes it easy to import field worker contact information, schedules and groups. This information is important when determining the best worker to contact.

The following instructions will assist with getting CFSWorX connected to an existing Azure Active Directory account.

Note: The Azure Portal dialogs may change over time. Please consult Microsoft documentation if you have trouble finding any settings.

App Registration

  1. Sign into the Azure Portal.

  2. Follow the steps in the link below to set up your app in Azure. Note the Application (client) ID and Directory (tenant) ID for later use. https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app

  3. Click on Certificates and Secrets and follow the steps in the link below to create a client secret. Note the client secret for later use. https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-configure-app-access-web-apis#add-credentials-to-your-web-application

Important Note: Make sure to copy your client secret value before navigating away from the page. This cannot be retrieved after changing the page.

  1. Add application permissions to access Microsoft Graph. Your newly created application will need Microsoft Graph API Permissions for the following:

    • User.Read.All - For reading Users (Application type Permission)

    • Calendars.Read - For reading Calendars (Application type Permission)

    • Group.Read.All- For reading users from Groups(Application type permission)

More details on granting Application Permissions can be found here: https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-configure-app-access-web-apis#add-permissions-to-access-microsoft-graph

Creating Azure AD Source in Workbench

  1. Open Workbench.

  2. Expand Connected Field Service.

  3. Under Workers, add an Azure Active Directory source.

  4. Give the source a name.

  5. In the Azure Active Directory Settings section, fill in the Directory (tenant) ID,  Application (client) ID and Client secret fields with information about your Azure Active Directory application registered in the portal.

  6. Make other changes as desired (see Adding an Azure Active Directory Source for more information).

  7. Apply the changes.

See Also:

Adding an Azure Active Directory Source