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.
Add the app to the Tenant Apps Catalog
From the Store, select Upload a custom app > Upload for SalesTim.
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.
When you go back to your Tenant Apps Catalog, SalesTim Automation app will be there.
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.
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:
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
Then select "Save"
SalesTim Automation is now available from the "Automation" tab.
N.B: As a team owner, you can rename the tab using the "Rename" contextual menu
Then choosing a new tab name
Permissions Review and Admin Consent
Log into SalesTim Automation by using the "SIGN IN" button to start the login process
Select your Office 365 account and enter your password
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.
Read through the permissions, check the "Consent on behalf of your organization" and click "Accept"
You should then be redirected to your dashboard
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.
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:
- From your Tenant Apps Catalog, select "..." on top right of the "SalesTim Automation" tile.
- Navigate to the updated app package and select it.
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"
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