by GrinMark

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.

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Multi User Installation

If you have Exchange server on-premises then make sure to note this difference here.

The steps below are for the Office 365 administrator who will install the plugin for all users within a company.

Installation

Login to Office 365 and go to the Admin panel.

Admin panel

In the side bar, scroll down to the ADMIN section and choose Exchange.

Side bar

Then choose organization > apps.

Choose apps

Press plus button and choose Add from URL.

Add from URL

Enter URL:

For side panel loading

http://www.grinmark.com/download/RibbonOutlookPluginEnterpriseSuiteCRM.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/OutlookPluginEnterpriseSuiteCRM.xml

and press Install.

Enter URL

Double click on the line with the plugin to configure default options for users.

Configure default options

Make the plugin available to users and press Save.

Make the plugin available

The result:

End result

The plugin is now accessible from within each Email message as a button labeled <> SuiteCRM or from the ribbon:

  • Outlook Web

Email with SugarCRM button

  • Outlook for Windows

Email with SugarCRM button

  • Outlook for Mac

Email with SugarCRM button

License Configuration

To configure enterprise license download and install GMSyncAddon module for SuiteCRM from

https://gmdownlods.s3.amazonaws.com/suitecrm/gmsync_latest.zip

Login to SuiteCRM as admin and got to Admin panel. Scroll down and in the GrinMark Synchronizer Add-on section choose License Configuration.

License Configuration

Set the checkbox:

Enable License Manager

Enter your license key and press Validate.

Validate License

Assign users and press Save.

Assign users

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.

Settings

1: License key

After you start your 30-day trial, grab the license key from the page after checking out and specify it as described in the section above.

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.:

SuiteCRM URL

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.

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  • "Additional Update: After some time to get back to us, the vendor has been very helpful and co-operative overall. We have now had some time to use the ..." - Cam Russell

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