Install and Setup

Install the app

For the moment, you can only install SalesTim Automation to your own Microsoft Teams Tenant Apps Catalog. In a future release, you'll be able to install it directly from the Microsoft Teams Store.

Get the SalesTim Automation app package

Download the latest release from the Release Page.

Go to the Tenant Apps Catalog

Launch the Microsoft Teams client and sign-in using your global admin credentials. From the Microsoft Teams Store, select the new section named for your specific organization (in this example, SalesTim). Users in your organization can view apps in the catalog and install them to teams of which they are a member.

Tenant Apps Catalog

Add the app to the Tenant Apps Catalog

From the Store, select Upload a custom app > Upload for SalesTim.

Add the app Tenant Apps Catalog

You can also choose Upload for me or my teams, which is called sideloading, that makes the app available only to your or your selected teams.

Navigate to the app package and select it.

Upload the app Tenant Apps Catalog

When you go back to your Tenant Apps Catalog, SalesTim Automation app will be there.

Remember

Only you and members of your organization have access to this app catalog.

Choose deployment options

From your tenant apps catalog, select the SalesTim Automation app.

Deploy the app

As you can use SalesTim Automation app for your own use or use on a Microsoft Teams channel to collaborate with others, you're presented with two options:

  • "Add for you"
  • "Add to a team"

If you have an existing Microsoft Teams channel that you want to use with SalesTim Automation, select both options. Otherwise, you can start installing for your personal use and install the app for your Teams later.

Deploy as a personal app

If you choosed the "Add for you" option, SalesTim Automation is now available from your personal apps menu:

Personal app

Deploy to a team channel

If you choosed the "Add to a team" option, choose a team and then select Install.

If you choosed the "Add to a team", the "Install" button is enabled only if you choosed a team to deploy the app

You can now choose the channel where you want to deploy SalesTim Automation

Choose channel

Then select "Save"

Create tab

SalesTim Automation is now available from the "Automation" tab.

Tab

N.B: As a team owner, you can rename the tab using the "Rename" contextual menu

Rename tab

Then choosing a new tab name

Rename tab

Log into SalesTim Automation by using the "SIGN IN" button to start the login process

Login

Select your Office 365 account and enter your password

Login

SalesTim Automation doesn't support personal Microsoft Accounts (for instance @outlook.com, @hotmail.com...). You must use a valid Office 365 account from your organization.

The first time you log into SalesTim Automation, an additional step is required just after logging in.
Before any user can use the app, an administrator must approve it through admin consent process.

Login

Read through the permissions, check the "Consent on behalf of your organization" and click "Accept"

You should then be redirected to your dashboard

Login

Minimal post-install configuration

Security Best Practice

By default, SalesTim Automation will use the account you've used during the "Admin Consent" step as its main service account for background processing.
THIS IS NOT A BEST PRACTICE AND YOU SHOULD NOT USE THIS DEFAULT CONFIGURATION IN PRODUCTION ENVIRONMENTS.

To create and configure a secure service account with the required minimal permissions, please refer to the Service Account Configuration from the Administrator Guide

Service Account

For troubleshooting, see Troubleshoot SalesTim Automation.

Update the app

In general, all updates and bugfixes will be deployed automatically by our team without any requirement on your side.
Where appropriate, you could have to update the app manually by using the following instructions:

  1. From your Tenant Apps Catalog, select "..." on top right of the "SalesTim Automation" tile.
  2. Navigate to the updated app package and select it.

Update the app

Use the Office 365 Admin Center to manage the app

If needed, you can temporarily disable apps through the Office 365 admin portal. In addition to previous settings, there is now a section dedicated to your company's apps. You can choose which apps you want to enable or disable.

Access these settings from your "Office 365 Admin Center > Settings > Services & Add-ins > Microsoft Teams > Apps"

Manage the app

This blocks users from interacting with the app, without deleting the app entirely. These controls give admins additional flexibility and control when governance of apps in your enterprise.

Use the Azure AD Admin Center to manage the app

If needed, and if you have the necessary edition, you can configure additional deployment settings for your app, including:

  • Owners, Users and Groups
  • Provisionning and Self-service
  • Conditional Access
  • Microsoft Grapg permissions
  • Sign-ins and Audit logs

Please refer to the Microsoft Azure Active Directory pricing page to compare Azure AD editions

Access these settings from your "Azure Active Directory Admin Center > Enterprise Applications" > SalesTim Automation

Manage the app