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Using the latest in Sharepoint architecture, TekStack can now integrate with your HubSite and create sites for your accounts that are all accessible through your HubSite.
This document will serve as a step by step guide through the process of setting up the integration.

 
         1.To Begin, Register the Sharepoint Online Add In by going to your designated Url:
  • https://YourSharePointOnlineSiteUrl/_layouts/15/appregnew.aspx 
 
  • Using TekStack as an example, the designated Url is shown below:
    https://tekstack.sharepoint.com/_layouts/15/appregnew.aspx 



 
          2. Fill the appropriate text boxes. Use the picture below as a guide.
  • Generate the Client Id and Client Secret (These will be automatically filled)
  • Enter a specific Title of your choice.
  • Enter “localhost” in the App Domain Field
  • Enter https://localhost in the Redirect URL field.
  • Finally, Select the Create button.







 
          3. After selecting the Create button, you will land on the following page shown below.
  • Note down the information displayed on your notepad.
  • Select “OK” after copying the necessary information.


 
 
   
4. Now, we need to grant permission to the Share-point online Add-In.
  • https://YourSharePointOnlineSiteUrl/_layouts/15/appinv.aspx 
 
  • Using TekStack as an example, the designated Url is shown below:
https://tekstack.sharepoint.com/_layouts/15/appinv.aspx 



 
5. Enter the Client ID found in the previous step, as shown below.





 
 
   
6. Next, Enter the permissions below into the “Permission Request XML” field.
<AppPermissionRequests> 

<AppPermissionRequest  Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" /> 
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" /> 
<AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />   

</AppPermissionRequests> 

 
 
 
   


 
7. Select Create, and you will land on the page shown below.
 
   
 
8. Select “Trust it." You have now granted permission to the SharePoint online Add-In.

 
CRM Dynamics 365 
 
1. We have added a new section in the TekStack Configuration form for the app created in Sharepoint:
  • Fill in the fields below with the information copied into your notepad.
 
2. We have created two fields in the account entity to save the office 365 Group ID and the Group Name, when the group is created. (See Screenshot below)
 




3. To confirm if the HubSite is already associated with the site, we created two fields in the Account Entity named “HubSite Associated”. When the association between the HubSite and Site is complete, we update that account and change that field to “True”.







4. To confirm if the navigation for the Notebook in Sharepoint is updated, we created Two Options Field in the Account Entity named “SP Navigation Updated.” When the

  • Please Note: The association between the site and the HubSite and the navigation for the notebook will only work if we have the app created in Sharepoint, and the field mapped in TekStack configuration entity.