by SuiteCRM

Official SuiteCRM Outlook Plugin v4 has arrived - Compatible with the Outlook Web App or Outlook 2016+ connected to Office365 or Exchange Server 2016. A complete rebuild developed and maintained by SuiteCRM developers, the addon retains previous functionality while massively improves performance, reliability and stability!

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Plugin Installation

Step 1: Package Install

If you’re the System Administrator setting up the Outlook integration for the first time, the first thing you’ll need to do is install the Outlook Plugin in your SuiteCRM instance. If you are a user of the Plugin, go to the User Guide instead. Follow these steps to install the Outlook Plugin on your SuiteCRM instance:

  1. Navigate to the “Module Loader” section within the Admin panel.

Module loader

  1. Choose the Outlook zip file you downloaded and upload it using the Upload Button.

Package upload

  1. Click Install next to the newly uploaded package and accept the Terms & Conditions if asked.

  2. Run a Quick Repair and Rebuild on the instance.

Quick repair and rebuild

Step 2: Validate Licence

  1. Navigate to the newly added “SuiteCRM Outlook Add-in” within the “Admin” panel

Outlook admin panel

  1. Populate your Licence Key and click on “Validate”.

Validate licence key

Step 3: Prepare API

The plugin makes extensive use of the SuiteCRM V8 API. In some cases this must be configured on your SuiteCRM server before the plugin will operate.

Before continuing with this step, please ensure your V8 API has been configured correctly. API Setup Instructions

  1. Navigate to the Admin Panel, then the “OAuth2 Clients and Tokens” panel.

  2. Click New Password Client. Give the key a Name such as “Outlook Password Client” and enter a memorable Secret/password in the Change secret field.

API Password Client

  1. Keep note of the generated ID and memorable Secret/password, as this will be required later when configuring the outlook add-in.

Client ID

Step 4: Installing Outlook Add-in

Continue following the Outlook Installation Instructions

  1. juergenkreis member avatar

    Tim Cardinal

    3 years ago

    To call this procedure complicated definitely is an understatement ... in my case, the procedure ends up with my most favorite error message: "An unknown error has occured. Please check in put and try again" - which I have done a couple of times ....

    • CleanSweep member avatar

      CleanSweep

      2 years ago

      Same thing here - did you ever get it figured out?

  2. info5 member avatar

    info5

    3 years ago

    you will need to be using Azure already :-(

  3. teldust member avatar

    teldust

    3 years ago

    What is this "An unknown error has occurred, please check input and try again."? I have followed every single step above?

  4. R3xMan member avatar

    R3xMan

    3 years ago

    Forzing Azure seems like a bad move... Implicit frontend seems to work fine.

  5. Dhindsley member avatar

    Dhindsley

    3 years ago

    For those who have done this successfully, can you please post a video on the installation process.

  6. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 years ago

    Hi all,

    Unknown errors normally mean an error has occurred on the SuiteCRM side, If you see this error you should confirm your API is configured correctly and you have created keys as shown in the documentation above.

    Azure is only required for Auto-archiving, and the rest of the plugin itself can be used without azure.

    A video may be useful documentation, we'll take that on board and see if we can get one up and running.

    Thanks, Mac

  7. rickbyers member avatar

    rickbyers

    2 years ago

    In the latest version outlook 365, the 'Get Add-ins' menu option is no longer there.

    • timo member avatar

      timo

      11 months ago

      It depends, do you mean the Outlook deskapp or the webapp? In the webapp this 'Get Add-ins' is still there, in the Outlook deskapp I cannot find it.

    • suitecrm member avatar

      SuiteCRM Provider Affiliate

      11 months ago

      Hi there,

      We have updated our documentation on how to find the "Get add-ins" button for desktop users here -> https://store.suitecrm.com/docs/SuiteCRM-official-outlook-plugin/outlook-installation - Hopefully, with these new instructions and images, you should be able to find this.

      Regards, The Outlook Plugin Team

  8. fredericthibert member avatar

    fredericthibert

    7 months ago

    Hi, We are using outlook 2019, in french. We suppose that the Get add-ins is the former "Compléments COM" : But... xml format for manifest is not supported (.dll or exe expected). How do we do ? Thanks !

    • suitecrm member avatar

      SuiteCRM Provider Affiliate

      7 months ago

      Is your Outlook application connected to Office365 or Exchange Server or do you use a third party email provider?

    • fredericthibert member avatar

      fredericthibert

      7 months ago

      we use a third party

    • suitecrm member avatar

      SuiteCRM Provider Affiliate

      7 months ago

      Unfortunately that is the reason why you cannot load the XML add-in.

      One of the requirements of our Outlook Plugin is the use of either Office365 or Exchange Server

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  • "The plugin works great! It's easy to install and configure. It would not work if you are using 64-bit Outlook. I could probably manually install the m..." - lhl94303

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