Available in OroCRM

MS Outlook Settings

Once you downloaded and installed the add-in, you can configure MS Outlook settings on the Oro side. These settings include:

  • MS Outlook add-in settings
  • Integration settings
  • Synchronization settings
The configuration settings of ms outlook in the oro back-office The configuration settings of ms outlook in the oro back-office, part2

Hint

MS Outlook settings can be configured globally, per organization, and per user, with the exception of MS Outlook add-in settings, which can only be managed globally.

Configure MS Outlook Add-in Layout Settings

When the add-in is installed, a side bar panel appears on the right side of the Outlook window which displays the actions that can be performed in Outlook and synchronized back to Oro (e.g. create a lead). Depending on the synchronization settings set up between the applications, you can create leads, opportunities, and cases from within MS Outlook using the side bar, and then sync them back to Oro.

A side bar panel displayed in the outlook application that enables creating leads, opportunities, and cases

The layout of this sidebar, as well as the lead, opportunity, and case dialogs, can be changed by amending the default XAML code (or providing a new one) in the MS Outlook Add-in Settings on the Oro side.

To change the layouts:

  1. Navigate to System > Configuration in the main menu.
  2. Click System Configuration > Integrations > MS Outlook Settings in the panel to the left.
  3. On the MS Outlook settings page, clear the Use Default check box for the required option (e.g. Side Bar Panel Layout).
  4. Modify the default XAML code to alter the layout.
  5. Click Save Settings.

Note

For the changes to take effect, remember either to start sync manually, or wait until automatic sync finishes.

Configure Integration Settings

To configure the set of entities to be synchronized, the synchronization direction, intervals and priority of conflict resolution between Oro and MS Outlook:

  1. Navigate to System > Configuration in the main menu.

  2. Click System Configuration > Integrations > MS Outlook Settings in the panel to the left.

    The following settings 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
  3. To change the default values, clear the Use Default check box next to the required option, and select anew value.

  4. Click Save Settings.

Configure Synchronization Settings

You can select what data you wish to synchronize between your Oro application and MS Outlook. These can be contacts, tasks, or calendar events. By default, all three are synchronized. To change the default settings globally:

  1. Navigate to System > Configuration in the main menu.
  2. Click System Configuration > Integrations > MS Outlook Settings in the panel to the left.
  3. In the Synchronization section, first clear the Use Default check box next to the required option, and then the check box of the option itself.
  4. Click Save Settings.