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.
#1221 - Exchange - CRM connection
Have successfully tested settings between SuiteCRM and Exchange, but get this failure message when trying to archive:
_Failed to archive email. Please test Exchange and CRM connection on the Settings tab.
Please advise next steps
Cam Russell
5 years ago
Hi James, Was the issue resolved? I see that some emails synchronized. Regards, Denis
5 years ago
Hi Denis, Adding the email signature into new CRM contact works fine, but archiving an email still gives the above fail message.
5 years ago
Hi James,
Could you archive an email with Mass Archive feature? I'll have more logs in this case and wil be able to identify the problem. Must be module permissions.
Regards, Denis
5 years ago
Hi Denis, I've just run a Mass Archive for you to check the logs.
5 years ago
Hi Denis, did you manage to check the logs ?
5 years ago
Hi James,
Sorry for delay with response. Logs are almost empty, no attempt to archive email was made. Did you mark an email in Exchange with 'ToCRM' category?
Regards, Denis
5 years ago
Hi Denis, I've tried to archive a few this morning, and run a synchronisation, which returns zeros. I'm not sure what you mean by 'ToCRM' category ? All I can see is a 'SuiteCRM' dropdown menu.
5 years ago
Hi James,
Here is the note from the docs:
Note: Mark emails in Outlook with a category ‘ToCRM’. Such emails will be processed in selected folders (Inbox/Sent Items) and automatically archived.
Regards, Denis
5 years ago
Hi Denis, I've marked to 'ToCRM', and now get the following:
Synchronization Error Timestamp: 6/25/2018 3:55:51 PM
JB:[SentItems]:/ArchiveEmailE2S;Re: Missing info for Draft 2;The request failed with HTTP status 403: Forbidden.
5 years ago
Hi James,
What is your version of SuiteCRM? Does the user has Write permission for Emails module?
Regards, Denis