Documentation to assist with the setup and configuration of the HaloPSA platform
Embedding your Halo Self-Service Portal into Microsoft Teams
A guide detailing how to embed your Halo self-service portal in Microsoft Teams.
In order to embed your Halo portal in Microsoft Teams, you will need to create a Microsoft Teams app for it. There are a few steps needed to do this which will be detailed in order below.
Azure AD App
Firstly, you will need to set up an App Registration in Microsoft Azure. This can be done by navigating to the App Registrations tab of Azure and selecting new registration. The only thing you will need to set up here is the access type (single tenant) and name, no redirect URI's are necessary. Once this registration is complete you should keep this window open as you will need to refer back to the Application ID when setting up your Teams application.
To get into the new app registration, head to https://portal.azure.com then click into the microsoft entra area:
Then create a new registration
The final step is to give it a name and set it as a single tenant app registration (leave the "Redirect URI" field blank), register the app by clicking the button on the bottom left of the screen:
After setting up the Azure AD application go to dev.teams.microsoft.com and log in with Azure AD, once you have access to the portal select the Apps tab and create a new app:
After creating the App you will be taken to the basic information page, fill in the mandatory fields (fields labelled with a *) with the relevant details for your organisation. These fields must be filled out for this to work.
The developer information is just the website of your organisation and your companies name, this is just to see who published the app. The Client ID will be the client ID of the single tenant app registration you have created on Azure. These settings are strict because the app being connected could be for payment processing, so by default app creation on the dev console has mandatory fields for many things. Make sure to add to all the starred fields to get the app to work.
Once this has all been filled out, select the 'App features' tab and then 'Personal App'. In the popup enter your Halo portal URL in the 'Content URL' field as well as a name to identify it.
Finally, press publish and select 'Publish to your organisation' which will allow users in your organisation to make use of the App you have created. You can also preview the app in Teams before publishing to ensure that everything is set up correctly.
Once complete you will be able to access your Halo portal from within Teams.
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through