Available in OroCRM

Outlook Integration Settings per Organization

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.