• Open Chrome Extension (TheHUB)
  • Click on Top Right Menu -> Settings
  • Turn On “Call Notification” Setting -> Turn this setting on to get call notification
  • “Auto Create Contact” -> setting Detail
    • If you want to create new contact automatically when there is incoming call notification from unknown number then Turn this setting on 
    • When this setting is turned off It will show you “Add New Contact” button when there is incoming call notification
    • When this setting is turned on It will create new contact in case of unknown number and will open contact page of your Office365/Outlook, in case of already existed contact it will show you “View Contact” button and when it is clicked it will open contact page of your Office365/Outlook


 

Note: Only Admin User can access these Integration Settings. All other users can see active CRM Settings and all users can authenticate their own user account.

  • Click on Top Right Menu -> Integrations -> Office365
  • Turn On “Office365” -> Status -> Turn this setting on to use Office365
  • Click on “Save” button
  • Enter your Office365 Account's Tenant ID, Client ID and Client Secret in above those text boxes
  • How to get Office365 Account's Tenant ID, Client ID and Client Secret is documented at last
  • Then click on "Save" button
  • After Saving Click on “Authenticate” button
  • It will open a Office365 Authentication page in your browser where you need to login your Office365 account and authorize the request to “TheHUB” app.
  • After successful authentication it will redirect you to our web url where you will see a message “Office365 authorized successfully”
  • And in case of failed authentication you will see appropriate error message
  • After Authentication is done you will also receive notification in your chrome extension as well and you will see that “Authenticate” button is no longer available to click



How to get Office365 Account's Tenant ID, Client ID and Client Secret

  • Open https://portal.azure.com/#home
  • Go to "Microsoft Entra ID"
  • Then Go to Manage -> App Registration -> New Registration
  • Enter name in App Name -> "TheHub Contacts" or any name you want to keep
  • Select "Single Tenant Only - Office88" in "Supported account types"
  • "Redirect URI" -> Select Web and Enter TheHUB Redirect URL copied from chrome extension
  • You can copy Redirect URL from Chrome Extension -> Menu -> Integrations -> Office365 -> Redirect URL
  • Then click on Register Button
  • After Register you will see following page
  • Copy Tenant ID and Client ID from there and add it in chrome extension and save it.
  • Then click on Client Credentials -> Add a certificate or secret
  • Click on "New Client Secret"
  • Add Title same as App Name
  • Select time until this key will be valid, after selected time period this secret will be expired and intefration no longer work until update new secret key. So we suggest to select maximum time period you are comfirtable with so integration can run seamlessely
  • Click on "Add"
  • After Adding secret key, you will see it on your screen. Copy Secret Value and keep it somewhere safe and also update it in extension -> Menu -> Integrations -> Office365 -> Client Secret and save it
  • Note: This secret value will be visible in office365 only until this page is opened, once you reload or closed that tab you will never see that value again that's why you need to keep it somewhere safe in your records.
  • Then Go to API Permissions in that same App as shown in the screenshot and click on "Add a permissions"
  • Select "Microsoft Graph"
  • Select "Delegate Permissions"
  • Search "Contact"
  • Select All permissions below
    • Contacts.Read
    • Contacts.Read.Shared
    • Contacts.ReadWrite
    • Contacts.ReadWrite.Shared
  • Click on "Add Permissions"
  • That's all, everything is done and integration is ready to use.
  • Now go to Extension -> Menu -> Integrations -> Office365
  • You will see "Authentication" Button, click on it and it will get you to microsoft page where you need to login to your microsoft account you wish to use it with chrome extension.
  • Note: This all thing is need to do just once/first time and only by Admin user. After this Settings are saved in chrome extension then your all users can login to their own chrome extension login and authenticate their own accounts, this way they all see their own contacts in chrome extension.