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.