SafMed CRM Portal

Connecting to SharePoint…

SafMed CRM

Use your SafMed company email address

Monthly Quote Value (Ex VAT)

Cumulative pipeline by month

By Business Unit

Rep Performance

Quote value per representative

Product Category Split

Register an Azure AD App

Go to portal.azure.com → Azure Active Directory → App registrations → New registration.

Name it something like "SafMed CRM Portal". Under Redirect URI, select Single-page application (SPA) and enter the full URL where this HTML file is hosted on SharePoint (e.g. https://yourcompany.sharepoint.com/sites/sales/Shared%20Documents/SafMed_CRM_Portal.html).

Then go to API permissions → Add permission → SharePoint → Delegated and add AllSites.Write. Click Grant admin consent.

Copy the Application (client) ID and Directory (tenant) ID — you'll need both below.

Create a SharePoint List named "Quotes"

Go to your SharePoint site → New → List → Blank list. Name it exactly Quotes.
Then add the following columns:

Column display name	Type	Notes
Title	Single line	Built-in — stores Quote No
QuoteDate	Date
BusinessUnit	Choice	IPT, Surgical, Autoclaves, Life Science
ProductCategory	Single line
Customer	Single line
ProductDescription	Multiple lines
ItemRef	Single line
PriceExVAT	Number
QuoteStatus	Choice	New, Update
QuoteLink	Single line
Representative	Choice	All rep names
Probability	Number
ForecastDate	Date
Comment	Multiple lines
QuoteYear	Single line
QuoteMonth	Single line
MonthIndex	Number

Update the CONFIG block in this file

Open this HTML file in a text editor and update the CONFIG object near the top of the <script> section:

const CONFIG = {
  clientId:  'paste-your-client-id-here',
  tenantId:  'paste-your-tenant-id-here',
  siteUrl:   'https://yourcompany.sharepoint.com/sites/sales',
  listName:  'Quotes',
  localMode: false   // keep false for SharePoint
};

Upload to SharePoint & share with the team

Upload the updated HTML file to the SharePoint document library of the site you specified in siteUrl. Share the link with your sales team. They open it in their browser, sign in with their Microsoft account, and they're in.

Important: The file must be opened from the SharePoint URL (not downloaded locally) for Microsoft authentication to work correctly.