With the new integration of SugarCRM and Microsoft Teams by OPEN CX, customer communication becomes even more efficient: phone calls directly from SugarCRM – without switching systems, without detours.
Installation Guide
Installing the Add-on
1. Step
Log in to SugarCRM as an administrator and navigate to the Admin area.
2. Step
Click on "Modul Loader" and install the MS Teams package.
3. Step
In the Admin area, click on "Repair" and perform the following steps:
- Quick Repair and Rebuild
- Rebuild Relationships
- Repair Roles
4. Step
Go back to the Admin area and open the "Content Security Policy Settings". Add the following entries under "Trusted Domains ('default-src')", under the "connect-src" section and "frame-src" in the "Advanced" tab.- (Open Teams Server URL) login.microsoftonline.com
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