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Outlook Integration Configuration

Connecting requires registering an "Enterprise Application" in the Microsoft Azure environment.

1. Application Registration in Azure Portal

  1. Log in to the Azure Portal.
  2. Go to Azure Active Directory (or Microsoft Entra ID).
  3. Select App registrations > New registration from the left menu.
  4. Name: Enter a name (e.g., "AutoCRM Integration").
  5. Supported account types: Choose as needed:
    • Accounts in this organizational directory only (Single tenant) – for your company only.
    • Accounts in any organizational directory (Multitenant) – if you have multiple domains.
  6. Redirect URI: Select Web platform and enter the URL from CRM administration (Integration > Outlook).
    • Example: https://crm.yourcompany.com/api/v1/Outlook/redirect
  7. Click Register.

2. Creating Client Secret

  1. In the details of the newly created application in Azure, go to Certificates & secrets.
  2. Click New client secret.
  3. Enter a description and expiration (recommended 24 months).
  4. IMPORTANT: Immediately copy the Value of the secret. It will not be visible later.

3. Setting Permissions (API Permissions)

  1. Go to API Permissions > Add a permission > Microsoft Graph.
  2. Select Delegated permissions.
  3. Search for and check the following permissions:
    • User.Read
    • Calendars.ReadWrite
    • Contacts.ReadWrite
    • Mail.ReadWrite
    • Mail.Send
    • offline_access
  4. Click Add permissions.

4. Configuration in AutoCRM

  1. In AutoCRM administration, go to Integrations > Outlook.
  2. Fill in:
    • Client ID: (Application (client) ID from the application overview in Azure).
    • Client Secret: (The value you copied in step 2).
    • Tenant: Select the account type (common, organizations, consumers) matching the Azure settings.
  3. Save settings.

5. Verify the job

  • In Admin → Scheduled Jobs ensure SyncOutlookCalendar exists and is Active with the schedule */10 * * * *.
  • If missing, create a job with the same name/class and 10-minute schedule or reinstall the module.

Recommendations

  • Grant Admin consent in Azure AD for the requested permissions; otherwise users will be prompted for admin approval during connection.
  • When rotating the Client Secret, update the value in AutoCRM so users can re-authorize without errors.