Outlook 365 and SuiteCRM Integration

Install Overview

Prerequisites

• SuiteCRM v6.0 or higher and SuiteCRM v7 or higher.
• Office 365 Account with Outlook Web Access (Outlook Online)

Installation

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.

Set URL:

For side panel loading

http://www.grinmark.com/download/RibbonOutlookPluginSuiteCRM.xml

For dropdown panel loading (deprecated by Microsoft, if still works in your Outlook - you might consider it more convenient)

http://www.grinmark.com/download/OutlookPluginSuiteCRM.xml

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.