Available in OroCRM

MS Outlook Settings per UserΒΆ

In the MS Outlook settings section, you can configure the following integration and synchronization settings for a user:

Note

Integration between MS Outlook and your Oro application is available only for the Enterprise Edition of your Oro application. For more information about the synchronization with Outlook, see the Synchronization with Outlook guide.

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

  2. For the necessary user, hover over the More Options menu to the right and click to start editing the configuration.

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

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

    Integration and synchronization settings options displayed in the ms outlook menu on the user level
  4. In the Integration settings, provide the following information:

    Field Description
    Sync Direction Select whether the data will be taken from OroCRM to Outlook, from Outlook to OroCRM or synchronization will occur in both directions.
    Conflict Resolution Select whether OroCRM or Outlook has priority if the same piece of data has been changed in both systems.
    CRM Sync Interval (In Seconds) Type how often changes on OroCRM side will be checked.
    Outlook Sync Interval (In Seconds) Type how often changes on Outlook side will be checked.
  5. In the Synchronization settings, provide the following information:

    Field Description
    Contacts Select this check box to synchronize the contacts.
    Tasks Select this check box to synchronize the tasks.
    Calendar Events Select this check box to synchronize the calendar events.
  6. Click Save Settings.