Official SuiteCRM Outlook Plugin

Auto Archive Functionality

The optional Auto-Archive functionality requires an active Microsoft Azure and Office 365 account.

It allows automatic synchronisation of certain outlook folders to your instance of SuiteCRM.

To enable auto archiving, you will need to populate the Tenant ID and Client ID fields. These values can be taken from a valid Office 365 account, in the Azure portal.

Once these values have been set in the SuiteCRM Admin, follow the steps below for each User that wishes to utilise Auto-Archiving.

Automatic Archiving Setup

You will need to be a System Administrator User to set this up for each User.

1. Navigate to the User that you’re setting up through the Users module in SuiteCRM.

2. Click on “Edit”.

3. Go to the “Outlook Sync Settings” tab.

4. Select the folders you would like to synchronise from the “Synced Folders” list and check the “Enable Outlook Sync” checkbox.

5. Click on Save.

Emails from the selected folders in that User’s account will now be automatically synchronised into SuiteCRM.