Who can use this feature?
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.
Step 1: Log in to your account here
Step 2: Under Admin integrations, have Azure (Entra) Admin login to the calendar
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.