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2024/02/05

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titleTable of contents
  • Introduction
  • Getting started - Onboarding Process
  • Configuration
  • Downloads
  • Contact Information
  • Usage
  • Log
  • Info Log
    • TroubleshootingProblem: After logging in, the admin portal shows a message that the onboarding was not completed.
    Table of Contents

    Introduction

    The XRMFusion is a SaaS that enables the XRMFusion client programs to retrieve caller information based on the caller number from your CRM system. The XRMFusion SaaS can be configured through its administration portal and it manages the necessary settings like

    ...

    The account you use for the onboarding has to have the user rights to grant the necessary permissions for the app registration in your tenant. Please login with an appropriate account. The XRMFusion app requires the following application permissions:

    If you’re not sure if your account has the required permissions, you can try to login. If you don’t have the required permissions, your login will be denied and you can login again with a different account. After successfully logging in with an admin account of your organisation the onboarding process is completed and the service is ready to use. Just follow the instructions on the welcome page that is shown. Please Login to the XRMFusion admin portal with the following URL: https://portal.xrmfusion.cloud

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