Setting-up
Setting up the &money products is a step-by-step approach between the Service Provider and technical customer stakeholders. It requires coordination between the customer and the Service Provider to ensure successful and efficient implementation.
Responsibilities of the Service Provider
Provision environments, both production and test
Provide connection strings and API keys necessary for installation
Register Entra organizations to ensure self-onboarding of integrations
Offer continuous support for sandbox integrations
Ensure swift response on service desk tickets
Responsibilities of the Customer
Identify relevant stakeholders and technical resources
Install and configure the Azure Marketplace offer
Install and configure the CRM package from Salesforce AppExchange
Create integration users and configure permissions sets
Ensure access to employee and location emails/calendars
Configure tenant URL endpoints and attribute mappings
Verify and test connections
Monitor and manage user access
For detailed technical deployment, installation, and configuration guidelines, please refer to the documentation at https://docs.booking.andmoney.dk.