16 iGLOBE CRM CALENDER APP

 
iGlobe Meeting helper makes it easy for you to create a meeting with your customer. Find the company and select the contact you are inviting for a meeting. With a single click the customer information will be added to the meeting entry. All you have to do now is select the meeting time. You can even add additional participants and invite them to the meeting.
 

IMPORTANT! This app is only valid with iGlobe CRM Office 365App for SharePoint Online. Apps are mini applications that extend what you can do with the new version of Office and SharePoint. Office Store FAQ - http://office.microsoft.com/en-us/support/office-store-faq-HA102900784.a...

Use the following guidelines to get and install iGlobe Excel Add-in - https://support.office.com/en-US/article/Get-an-Office-Add-in-for-Outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8

To get started using iGlobe Meeting Helper you need to enter the URL for iGlobe CRM. Go to your iGlobe CRM Site and copy the URL from “https” until “Pages”. Remember to remove the unique app id. (all the numbers) Use a URL like the following example. https://iglobe.sharepoint.com/sites/IGLOBECRMR2DEOMO/IGlobeCRM

Create a new meeting entry in Outlook. You will see an iGlobe meeting icon. Press the icon.

Follow the below instaructions to configure and autheticate the meeting app to iGlobe CRM and Office 365:

After saving an Office 365 authetication window will open. Accept the app and the below window wil confirm the authentication.

Press Close. You are now ready to use iGlobe Meeting helper: