New CoreView onboarding

  • Last update on February 8th, 2024

Your onboarding experience just got better! We've rolled out a brand-new wizard that streamlines the process while keeping the core process you're familiar with – simply connect your Microsoft 365 tenant to CoreView by granting the necessary consents. Check out the enhancements we've introduced:

Pre-import check

A fresh step has been introduced before your import begins. Our pre-import check acts like a trial run, spotting potential issues early on. It particularly ensures that the service accounts set up are ready to pull data from your M365 tenant. If Multi-Factor Authentication (MFA) or Conditional Access is active, for instance, it'll trigger an error. But don't worry, the pre-import check will let you know about any issues well in advance, so no import goes ahead until everything's in the clear.

Live chat with our Support team

Encountering issues during the onboarding process? Our support team is just a click away! Simply open the chat window, identify yourself, and describe your issue. One of our team members will promptly assist you.

Streamlined process and clearer guidance

Our entire onboarding process has been revamped for clarity and simplicity. We've refined our alerts and instructions, enhancing your overall experience. The flow has also been polished to ensure that your journey with us is not only smooth but also visually appealing.

Keep an eye out for ongoing enhancements as we continually strive to perfect your onboarding experience!

Ready to start your onboarding? Head to our Onboarding section to find out everything you need to know.