New customers will receive a welcome email with a link to the Click product registration page. The registration page is where you will go to enter your information to request your copy of Click's CRM solution.
NOTE: For Partners: CDX environments are not supported.
NOTE: A user with permissions of global administrator of office 365 with access mode = read-write is required. Global administrator of office 365 with access mode = administrative rights will not be sufficient.
Information Needed
Once you click the link to the Click product registration page, follow the steps below in the registration form to obtain a copy of the Click solution.
- Select the CRM product
- Select the Data Center Location
- Provide the Microsoft Account Information for connecting to your or your customer's platform
- Register
- Confirmation
You'll need to be able to provide the following information related to a Microsoft system and account:
- Account Information
- Contact Email
- Unique Organization Name
- Microsoft PowerPlatform URL
- Authentication Method
- Application User with client secret
- Application User with Client Secret
- Application ID (Client ID)
- Client Secret
- Date Secret Expires
- This form requires the user to comply with Google Recaptcha
Registration
To register for Click's CRM solution simply provide the information requested in the three step process, clicking next when you are ready to move to the next step:
Step 1: Select CRM
Step 2: Provide Data Center location
Step 3: Provide your Account Information and Authentication Method details:
When done, click Register.
Authentication Method
Click's CRM only offers one authentication method to register with at this time:
- Application User with Client Secret - Allows the use of a service account that does not need a user license and may help mitigate Microsoft API limits. For more details, please see our article here Application User Authentication .
Next Steps
Click Register, and a copy of the solution will be sent to the specified contact email address.