Halo In-App Dashboard

In this guide we will cover: – Creating an In-App Dashboard – Widget Types – Adding Widgets – Customising Widgets with Custom CSS – Setting a Dashboard on the Home Screen – Money Widgets – Configure Charts within Dashboards – Tracking Changes to Dashboards and Syncing Between Instances – Reporting on Report Views from a […]

Azure Mail Integration (Webhook Method Included)

This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information.  This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent).                           In this guide we […]

Microsoft CSP Integration

In this guide we will cover: – What is the Microsoft CSP integration? – Configuring CSP – Partner Centre Connection (Single Tenant App Registration) – Authorizing Connection in Halo – GDAP Connection (Multi-Tenanted App Registration) – Tenants – Licenses & Subscriptions – Users   – Assets – Halo Integrator – Subscription Management – Single Sign-On (SSO) […]

Microsoft Entra ID Integration (Formerly: Azure Active Directory)

In this guide we will cover: – What is the Entra integration used for? – Who Can set the integration up – Connecting Entra to your Halo – App Registration Setup – Single Sign-On (SSO) Configuration – Agent/User Import Configuration – Advanced Configuration – Licence Management  – Imports – Halo Integrator – Microsoft Entra ID […]