This article pertains to Microsoft Office 365 Azure customers who have the "Integrated Apps" setting in Microsoft Azure Portal turned off and need to connect users to Chili Piper.
To complete the initial installation, you must be an Admin in the Microsoft Azure Portal.
The Azure Admin (O365 admin) must have a valid Salesforce or HubSpot license for this to work. This can include a "Free" chatter license for this purpose.
Initial Admin Connection
If you have already / previously connected your CRM and Office 365, proceed to Step 2.
Step 1: Connect Salesforce or HubSpot CRM
Log into Chili Piper using Salesforce or HubSpot CRM credentials using this link.
Step 2: Connect with Office 365
After connecting your CRM, use your Admin credentials to connect to Office 365. If you followed step 1, it will ask you automatically to login with your preferred calendar.
Otherwise, have your Azure / O365 admin click this link to provide admin consent.
Step 3: Authorize Chili Piper as a Registered App via Admin Consent
Once the CRM and Office 365 are successfully connected, you will need to grant access to allow your users to connect.
There are two settings we expect will be enabled under your Azure Portal:
- Enterprise Apps -> Chili Piper -> Properties
1. "Enabled for users to sign-in?" - set to "Yes"
2. "Assignment required?" - If this is set to "Yes", the user must be added as a user within the Azure app to have sign-in access.
The easiest way to do this is to have a user login through Microsoft, and when presented the option to consent, as an admin, you should grant this.
Once granted, the user should be able to log in as normal. See the following page linked at the bottom of this article for the correct login URL to provide your users.