Outlook Integration. Setting-up for Administrator¶
Integration¶
Go to the Administration > Integrations > Outlook. Check Enabled checkbox.
- You will obtain Client ID and Client Secret in Azure Active Directory admin center.
- You will need to copy Redirect URI to Azure Active Directory admin center.
1. Go to aad.portal.azure.com.
2. Create an application.
Follow Azure Active Directory > App registration > Register an application.
Select needed Supported account types.
Copy Redirect URI from EspoCRM. Note, that type should be set to Web.
3. Copy Application (client) ID from Azure app to EspoCRM.
4. Create a secret for Azure app. Copy it to EspoCRM.
If the Never option is not available, choose In 2 years. In this case you will need to re-generate the secret in 2 years.
5. Save Outlook integration credentials in EspoCRM.
6. Grant required permissions for Azure app.
Note
This step is required for Office365 users. For Outlook, it usually works without this step, but it might be needed either.
Click Api Permissions on the left panel. Click Add a permission. Click Microsoft Graph. Click Delegated permissions. Then, use search to find the needed permissions and enable them.
Permissions that need to be enabled:
- offline_access – mandatory;
- Calendars.ReadWrite – optional – for calendar sync;
- Contacts.ReadWrite – optional – for contacts pushing;
- IMAP.AccessAsUser.All – optional – for email fetching;
- SMTP.Send – optional – for email sending.
After adding the above listed API permissions, click Grant Admin Consent for (your organization).
Access control¶
Important: By default, the regular users don’t have access to Outlook Calendar integration. Administrator needs to enable access in Roles. The following scopes need to be enabled:
- External Accounts;
- Outlook Calendar;
- Outlook Contacts.
Sync scheduling¶
Sync is run by the scheduled job Outlook Calendar Sync. By default, it is executed every 10 minutes. You can change scheduling at Administration > Scheduled Jobs > Outlook Calendar Sync.
Troubleshooting¶
Check whether the scheduled job is running Administration > Scheduled Jobs > Outlook Calendar Sync > Log.
Check EspoCRM log at data/logs directory. You can also set the log mode to DEBUG level to obtain more info from the log.
Office 365 configuration¶
Enabling SMTP¶
For Office 365 you might need to enable SMTP AUTH for specific mailboxes. See how to do it in the Microsoft documentation.