CloudRadial CSA and Portal 365

Basic Portal Setup

• Setting up the Microsoft 365 integration
• Connecting Your PSA to CloudRadial

Core Pillars

• A Quick Overview of Content
• Understanding and Managing Company Groups
• Understanding and Changing Feature Sets

Company Management

• Integrating with Microsoft Teams
• About Client-Level Branding
• Adding/Removing Companies to Your Portal
• Installing and Uninstalling the Data Agent
• Installing the Desktop Tray Application
• Understanding Company Sync Settings

User Management

• Editing Email Permissions
• Security Roles
• Syncing Users
• Excluding Users from Synchronization

Service & Ticketing

• Understanding Service Requests
• Understanding Problem Reports
• Status Workflows
• Customizing Question Templates
• Feedback Through the CSAT
• Routing Tokens

Content Creation

• Overview of Communications Features
• Using the Messages Function in CloudRadial
• Mastering Training within CloudRadial
• Customizing Menu Items in Applications
• Creating and Using Quick Starts
• Creating a Knowledge Base Article

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Reporting and Analytics

• All About Microsoft Reporting
• How to Best Leverage 3rd-Party Dashboard Information
• Running and Using Assessment Reports
• Setting Up and Using Dashboards
• Understanding and Using Assessments
• Setting Up Policies

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Presentation and QBRs

• Understanding Report Layouts and Building your QBR Reports
• How to Configure Planner Cards in CloudRadial
• Improving QBR Processes with CloudRadial
• Using The Planner

Adoption and Launch

• CloudRadial Deployment/Launch Resources Shortlist
• Producing Your Own Portal Walkthrough Videos
• Establishing Adoption Champions at Client Businesses

Setting Up CloudRadial CSA

• Add the CloudRadial CSAT to Halo PSA
• CloudRadial Deployment Blueprint
• Capitalizing on Self-Help in the Portal
• Becoming a Microsoft Cloud Solution Provider (CSP)
• Whitelisting Email IP Address
• Whitelisting IP Addresses for Your PSA

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Using CloudRadial CSA

• Setting up Teams Notifications for Tickets and Feedback using Power Automate
• Logging into the CloudRadial CSA Portal
• Steps to Manually Update or Modify a Teams App via the Manifest
• Ticket Formatting with Forms for ConnectWise
• Understanding Ticket View Settings
• Understanding Automations

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Troubleshooting CloudRadial CSA

• Connectwise Troubleshooting : Ticket Attachments are not displayed in CloudRadial chat
• How to Clear Cache on the Desktop Application
• Connectwise Troubleshooting : Technician notes are not displayed in the portal
• Troubleshooting Teams App Login
• Troubleshooting : Service Ticket Failures in Autotask PSA
• CloudRadial Labs

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CloudRadial CSA Integrations

• Integrating with ClipTraining
• Integrating Projects in CloudRadial CSA with Kaseya BMS
• Integrating Projects in CloudRadial CSA with Autotask
• Linking a GitHub Repository to an Azure Function App
• Creating a Microsoft Entra ID App Registration for Azure Function Authentication
• Triggering Azure Functions from Automations

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CloudRadial CSA F.A.Q.

• Sorting Problem Reports
• Syncing Datto RMM Endpoints
• Using UDF fields in Autotask
• Understanding and Working with Users - FAQ's
• Google and Microsoft Knowledge Base Support Article Add-Ons
• Bigger Brains Course List

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