Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your SuiteCRM records and keeps your contacts in sync.
Single User Installation
- SuiteCRM v6.0 or higher and SuiteCRM v7 or higher.
- Office 365 Account with Outlook Web Access (Outlook Online)
Mail App for Outlook should be installed to activate the AddIn.
Choose General->Manage apps:
Choose Add->Add from URL:
Note: If Manage add-ins section is not available try steps from this page.
For side panel loading
For dropdown panel loading (deprecated by Microsoft, if still works in your Outlook - you might consider it more convenient)
And press “Next”:
Press “Install” to confirm that you trust this GrinMark add-on:
Press OK to finish installation:
New App shows up in the Apps list:
Now one may start using it by switching back to Outlook View:
App is now accessible from within each Email message as a button labeled <> SuiteCRM:
Activation and Configuration
You need to define some settings for App to be able to archive and synchronize. All settings are configured at the “Settings” tab.
1: License key
After you start your 30-day trial, grab the license key from the page after checking out and specify it here.
2: CRM URL
It may be taken from the web URL as follows. Look at the line in the web browser when logging into SuiteCRM.
It looks like: http://ex.grinmark.com:8090/aedemo/index.php?action=Login&module=Users&login_module=Home&login_action=index. i.e.:
Cut the trailing part starting from “index.php” and leaving the trailing “/” and you get the right URL, i.e. the correct URL is: http://ex.grinmark.com:8090/aedemo/
3: User Name, 4: Password
SuiteCRM login name of the user and password.
5: Test Connection
Use it to make sure your SuiteCRM instance is accessible. If connection is successful CRM settings will be automatically saved.
6: Office 365 Password, 7: Test Connection, 8: Save
You need to specify the password that is used to log into Office 365 Outlook (mailbox password).
It is recommended to press “Test Connection” to make sure password is applied properly.
If connection is successful Exchange settings will be automatically saved.
Other add-ons of interest
Glances - Integrate SuiteCRM with all your apps
The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
QuickCRM Mobile gives you access to SuiteCRM on your mobile, your tablet (iPhone, iPad, Android) or your laptop with QuickCRM native apps available on App Store, Google Play and Windows Store.
SuiteCRM Productivity Tools for Outlook
Implicit FrontEnd 6 is a collection of CRM productivity tools for Outlook that enables you to do all your CRM work from Outlook. Sync all CRM data including accounts, opportunities, contacts, calendars etc. as well as your custom modules and fields. Use the collaboration and approval tools to captur...