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Customers
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Use your SafMed company email address
Monthly Quote Value (Ex VAT)
Pipeline value per month
By Business Unit
Rep Performance
Quote value per representative
Product Category Split
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Add New Quote
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Product Line Items
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SharePoint Setup Guide
One-time configuration to connect this portal to SharePoint
1
Register an Azure AD App
Go to portal.azure.com β Azure Active Directory β App registrations β 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 β Add permission β SharePoint β Delegated and add AllSites.Write. Click Grant admin consent.
Copy the Application (client) ID and Directory (tenant) ID β you'll need both below.
2
Create a SharePoint List named "Quotes"
Go to your SharePoint site β New β List β Blank list. Name it exactly Quotes.
Then add the following columns:
Column display name
Type
Notes
Title
Single line
Built-in β 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
3
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:
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.