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Outlook Integration. Setting-up for Administrator

Integration

Go to the Administration > Integrations > Outlook. Check Enabled checkbox.

  • Client ID and Client Secret you will obtain in Azure Active Directory admin center.
  • Redirect URI you will need to copy to Azure Active Directory admin center.

Integration

1. Go to aad.portal.azure.com.

2. Create an application.

Follow Azure Active Directory > App registration > Register an application.

App registration

Select needed Supported account types.

Copy Redirect URI from EspoCRM. Note, that type should be set to Web.

App registration

3. Copy Application (client) ID from Azure app to EspoCRM.

Client ID

Client ID

4. Create a secret for Azure app. Copy it to EspoCRM.

Secret

Secret

Secret

Secret

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 with out 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 needed permissions and enable them.

Permissions that are needed 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

Permissions

Access control

Important: By default 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

Roles

Sync scheduling

Sync is run by the scheduled job Outlook Calendar Sync. By default it executes every 10 minutes. You can change a 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.