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Outlook Integration

The Outlook Integration module links AutoCRM with Microsoft 365/Outlook.com. It delivers secure OAuth2 mail access, calendar synchronization, and the ability to push CRM contacts into Outlook.

Module Overview

flowchart LR
    CRM["AutoCRM<br/>Meetings/Calls<br/>Contacts"] <--> Cal["Outlook Calendar"]
    CRM --> Con["Outlook Contacts<br/>via Push action"]
    CRM --> Mail["IMAP/SMTP via OAuth2"]

    classDef crm fill:#f7f7f7,stroke:#111;
    classDef ms fill:#fff,stroke:#0078D4;
    class CRM crm;
    class Cal,Con,Mail ms;

When to use

  • your corporate emails and calendars live in Microsoft 365 or Outlook.com,
  • you need modern OAuth instead of passwords for IMAP/SMTP,
  • you want CRM calendars synchronized with Outlook and to deliver contacts to users.

Key capabilities

  • Calendar: sync of meetings/calls via the SyncOutlookCalendar job every 10 minutes.
  • Contacts: manual Push to Outlook action for contacts/leads.
  • Mail: IMAP/SMTP with OAuth2; the Outlook panel appears only for office365. / .outlook.com servers.

Core objects

Entity Description API
External Outlook account OAuth tokens and user settings for calendar/contacts/mail. ExternalAccount
Sync job Scheduled job for calendar sync. SyncOutlookCalendar
Contact push action Manual transfer of contacts/leads into Outlook. OutlookContacts/action/push

Sync flows

flowchart TD
    A["User connects account (OAuth2)"] --> B["External Outlook account"]
    B --> C["Job \"SyncOutlookCalendar\"<br/>*/10 min"]
    C <--> D["Meetings / Calls"]
    C <--> E["Outlook Calendar"]
    B --> F["Push to Outlook contacts"]
    F --> G["Microsoft Graph Contacts"]
  1. The user connects the account in External Accounts → Outlook.
  2. The job synchronizes the calendar every 10 minutes (per Admin settings).
  3. Contacts/Leads can be sent manually via the “Push to Outlook” action.
  4. The Outlook panel on email accounts shows only for office365. / .outlook.com hosts.

Quick start

  1. Admin: register an app in Azure AD (Entra ID), create clientId/clientSecret, and enter them under Integrations → Outlook.
  2. Admin: ensure the SyncOutlookCalendar job is active (*/10 min).
  3. User: connect the account via External Accounts → Outlook and confirm the Connected status.
  4. Check: create a meeting in CRM and confirm it appears in Outlook; try the “Push to Outlook” action on a contact.

More sections

  • Usage – connecting the account, working with calendar and contacts.
  • Administration – Azure app registration, scopes, and permissions.
  • Reference – data links, jobs, and panel visibility conditions.