Important

You are browsing the documentation for version 3.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Available in OroCRM

Outlook Integration Settings per Organization

Important

The Outlook integration is deprecated and therefore no longer maintained. The integration will be removed in version 4.1.

Hint

You can read more on this topic in MS Outlook Integration.

To configure MS Outlook integration settings per organization:

  1. Navigate to System > User Management > Organizations in the main menu.

  2. For the necessary organization, hover over the More Options menu at the end of the row and click to start editing the configuration.

  3. Click System Configuration > Integrations > MS Outlook Settings in the menu to the left.

    The following options are available:

    Setting

    Description

    Possible Values

    Default Value

    Sync Direction

    The data synchronization direction

    • OroCRM to Outlook

    • Outlook to OroCRM

    • Bidirectional

    Bidirectional

    Conflict Resolution

    Conflict resolution strategy to be used if the same data are changed in both Outlook and OroCRM

    • OroCRM always wins

    • Outlook always wins

    OroCRM always wins

    CRM Sync Interval (In Seconds)

    How often changes on the CRM side are checked

    Any numeric value from 1 to 86399

    120

    Outlook Sync Interval (In Seconds)

    How often changes on Outlook side are checked

    Any numeric value from 1 to 86399

    30

  4. To change the values set up globally specifically for the selected organization, clear the Use System check box next to the required option, and provide a new value.

  5. Click Save Settings.

Configure Synchronization Settings per Organization

To configure synchronization settings per organization:

  1. Navigate to System > User Management > Organizations in the main menu.

  2. For the necessary organization, hover over the More Options menu at the end of the row and click to start editing the configuration.

  3. Click System Configuration > Integrations > MS Outlook Settings in the menu to the left.

  4. In the Synchronization section, first clear the Use System check box next to the required option, and then the check box of the option itself.

  5. Click Save Settings.