Quick install guide for iGlobe CRM

Install iGlobe CRM with a few steps.

  1. 1. CREATE A SITE COLLECTION FOR IGLOBE CRM APP

iGlobe advise to use a Team Site template for the site collection. Set up the regional settings of your region and the language settings. iGlobe CRM is currently available in English, Danish, German, Spanish and Dutch.

Note: [Using best practice from Microsoft, we advise you follow the below step logged in as a global administrator]

(For instructions to create a new site collection use the following http://technet.microsoft.com/enus/library/cc263094.aspx)

  1. 2. ADD IGLOBE CRM APP TO YOUR NEW SITE COLLETION

Open the iGlobe CRM site collection. From you site open, go to Settings > Add an app from the top navigation bar.  Select iGlobe CRM and add it. Click on Trust IT from the prompt window to proceed.

(For detail instructions http://iglobecrm.com/content/53-deploy-iglobe-crm-app-site)

  1. 3. CONFIGUE THE APP

After successfully completing the app installation on your new CRM site, you are ready to configure the app. All you have to do is launch the app and a wizard will guide you through a few simple step.

  1. 1. Add the Office 365 username and password of the CRM administrator.
  2. 2. Select a language
  3. 3. Set the regional settings and time zone
  4. 4. Add users.
  5. 5. Add Company/Customer/lead settings
  6. 6. Add Contact settings
  7. 7. Add Pipeline settings
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  2. 4. SET UP SECURITY

iGlobe operate iGlobe CRM Office 365 with a commitment to security, privacy and compliance. We are using the security and authentication flow required by Microsoft for Office 365. iGlobe CRM Office 365 uses Azure Active Directory (Azure AD) to provide secure sign in, authorization and consent. iGlobe CRM Office 365 is a multi-tenant Cloud SharePoint Add-in that is tightly integrated to Office 365, for example the Planner, Groups and Outlook Office Add-ins. This integration requires admin consent before the app can be fully used across users in the organization.

The process of approving the application for the whole organization by the administrator is referred to as admin consent and is a part of the Azure AD OAuth implementation.

After you have run the set-up wizard in step 4, you will see the iGlobe homepage. When you access the application for the first time you will see a window on the top left corner explaning you what you will need to do to get admin consent for iGlobe CRM. It is very simple. Login as an Office 365 Global admin and press on the link “Authorize”. First you will be asked to log in to Office 365. Second you will be presented to a new pop-up asking for you censent. Press “Accept”.

The admin consent flow has been completed and your organization is signed up for using the application.

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  2. 5. SET UP INTERNET EXPLORER

iGlobe CRM is compatible with IE11 and upper version, Chrome and Mozilla Firefox. In order to leverage the capabilities found in modern browsers, we will no longer support versions of Internet Explorer older than IE11.   While there is no set time for this change, it will gradually happen over time as features are updated to use advanced browser capabilities. Your users that use earlier versions of Internet Explorer will start to see more "diminished experiences", and sometimes functionality will be completely broken. 
 
If you have users who are accessing SharePoint Online using IE9 or IE10 we recommend that you upgrade to IE11, or Microsoft Edge to continue to have access to critical iGlobe CRM Office 365 and SharePoint Online functionality.
 
IGlobe CRM application requires some custom setting in IE browser to make it fully functional. We will need to add the iGlobe CRM site to your trusted sites to ensure that you’re not bothered with ActiveX or other types of warnings, for websites you trust. Follow these steps in Internet Explorer:
  1. Open  the IGlobe CRM App in your Internet Explorer browser.
  2. From the Tools menu button, choose Internet Options.
  3. In the Internet Options dialog box, click the Security tab.
  4. Click the big, green check mark: Trusted Sites.
  5. Click the Sites button.

You discover the Trusted Sites dialog box. The website you’re visiting is shown next to the Add button.

  1. Click the Add button.
  2. The website is added to the list.
  3. Click Close.
  4. Click OK to send off the Internet Options dialog box.
 

IMOPORTANT! Please notice the first time a new user start the CRM Add-in a pop-up will open and close. This is for security reason making sure the current user have propper access to the SharePoint site and the CRM Add-in. PLEASE MAKE SURE THERE IS NO POP-UP BLOCKER!

  1. 6. REGISTER THE APP

We strongly advise you to register the app. This is the only way we can provide you with support and send you notification when new releases are available. IMPORTANT! This information will not be used for marketing purpose and we will not be used to spam you. 

  1. 7. DOWNLOAD IGLOBE OUTLOOK APP

iGlobe CRM is integrated with outlook letting you save e-mail into iGlobe CRM. Mails you have sent or received and have chosen to save into iGlobe CRM can be seen on the contact person. The key to make the relation is the e-mail address. This means that a valid e-mail address in the CRM is an important requirement to get this part working properly. 

iGlobe Outlook app can be downloaded from here. Use the following instruction to set-up the app. 

CONGRATULATION YOU ARE NOW READY TO USE IGLOBE CRM.

 

Check out our "Get started with iGlobe CRM" YouTube channel 

 

For customization or set-up to meet your organisation specific needs please study the documentation or contact iGlobe support, support@iglobecrm.com . You can also contact one of our partners