Embedding the Portal
5 guides
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Embedding The Self-Service Portal within MS Teams with SSO
This article provides guidance on embedding a self-service portal within Microsoft Teams with single sign-on (SSO) using a verified custom domain in Azure. It details prerequisites, such as setting up SSO in Halo with Azure and verifying custom domains in Azure Entra. The article walks through steps like creating Azure app registrations for MS Teams and configuring API scopes. It concludes with instructions for integrating and testing the app within Teams, ensuring automatic sign-in functionality is achieved.
Embedding your Halo Self-Service Portal into Microsoft Teams
This guide explains how to embed the Halo self-service portal into Microsoft Teams, enabling users to access the portal directly within Teams for tasks like logging service requests and reporting incidents. The process involves two main parts: firstly, embedding the portal into Teams by creating and configuring Azure and Teams applications, and secondly, enabling automatic sign-in using single sign-on (SSO) with specific setup requirements from 2025 onwards. The guide includes step-by-step instructions for both embedding the portal and configuring SSO to enhance user convenience.
Microsoft Teams Integration
The article provides a comprehensive guide on integrating Microsoft Teams with Halo. It covers configuration steps, enabling notifications, chat management, and chatbot communications within Teams. Users can configure workflows, set up webhooks for notifications, and customize templates. It details methods for agents to communicate via Teams directly from Halo, including calls, messages, and chats, as well as managing these interactions within the platform. The integration includes importing shifts from Teams and setting up presence notifications. Chatbot setup for end-user interactions and branding customization is also explained.
Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants