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Introduction

Introduction

Welcome to SharePortals! SharePortals is a CRM and Case-Management suite built as an app within SharePoint Online. It connects in to the fabric of your organisations own Office 365 tenant services. You retain complete control over your data, documents and security…

Architecture

Introduction » Architecture

SharePortals is a web application which interfaces with your Office 365 SharePoint to provide a highly-customisable CRM, underpinned by the security and standardisation offered by Microsoft. There are three architecture options to choose from: Your Office 365…

SharePortals App Launcher

Installation » SharePortals App Launcher

If many users in your organisation will be using the app, you can optionally add direct app launcher to your Office 365 app launcher portal located at https://portal.office.com. This will avoid the need to load the SharePoint site to then launch your app: Sign…

Install SharePortals app on SharePoint Tenant

Installation » Install SharePortals app on SharePoint Tenant

!To perform this step your Office 365 account must have Global Admin or SharePoint Admin roles Open the Microsoft 365 admin center. Click Show all on the left hand pane: This will display further administration options. Click SharePoint under Admin…

Add Users

Getting Started » Add Users

As time goes on, new employees who join your organisation will require access to SharePortals. This section explains how to add these new users to SharePortals. Browse to the Microsoft 365 admin center. Click Groups, then Active Groups. This will show a list of…

Sorting List Columns

Getting Started » Entity List » Sorting List Columns

SharePortals provides the user with the ability to sort entity records by any of the currently displayed list columns. Ascending (e.g. A, B, C or 1, 2, 3) or descending order (e.g. C, B, A or 3, 2, 1) can be picked for one displayed column to enact the sort. The arrow…

Send Documents to Customer

Getting Started » Example Scenario: Product Demo for New Customer » Send Documents to Customer

Almost every interaction you make with a customer involves documents of some kind. Some of these will be sent by the customer and some will be sent by you to the customer. These can be anything from product details and support information to contracts that need to be…

Installation

Installation

!Total expected installation time: 10 minutes. Installing SharePortals requires configuration changes to both your SharePoint tenancy itself, and the specific SharePoint site within the tenancy which will store SharePortals data. The following steps detail the…