Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

Find out how to get 2 hours free training by referring a friend? 
What's the catch?
Articles Categories Screencasts
    calendar

How Do I setup Email Integration (Pop2OpenCRM) with my Office365 Account?

Updated: 14 December 2016 17:15:05 OpenCRM::Add-in::Pop2OpenCRM

OpenCRM can integrate with your Email Server, importing a copy of all of your Sent and Received Emails and presenting them alongside your client records.  If you have an Enterprise Subscription to Office365, you can follow the steps below to achieve this integration.

Prerequisites:

  • Access to your Office365 Exchange Admin Page.
  • Two Users with Mailboxes named with the following convention: opencrm_inbound & opencrm_outbound [this will require two Office365 subscriptions]
    • OR
  • Two contacts setup in your address book with associated external mail addresses on another mail system - these need to be separate mailboxes and we suggest you use a similar naming convention as above.

 

1. Log in to your Admin console at login.microsoftonline.com

2. Click the small grid of squares at the top left of the screen and select Admin:

In the Menu on the left, expand Settings:

Then select Services & add-ins:

Then in the centre pane, choose Mail:

Then under Mail flow, click "Custom mail rules":

 

3. This will load your Mail Flow Rules, a page which is probably, at this point, empty.  Click the + at the top to add your First Mail Flow Rule:

 

4. Choose the first option to "Create a New Rule":

 

5. In the Pop Up window that opens, in the first box, name your Rule: OpenCRM Outbound.

6. In the second box, "Apply this rule if..." choose, "The sender is located..."

7. Then choose, "Inside the Organization":

8. In the next box, "Do the following..." select "Bcc message to...":

9. In the box that opens, select your opencrm_outbound Office365 user or the external contact from your address book that you created as part of the prerequisites and then save.  Save your Rule using the Save option at the bottom of the window.  Your outgoing emails will now be logged in OpenCRM.  Time to do the same thing for your inbound emails.

10. Add a New Rule (see step 3) and call it OpenCRM Inbound.  Under "Apply this rule if..."  

choose, "The recipient is located...": "Outside the organization"

 

11. In the next box "Do the following...", choose, "Bcc the message to..."

12.  In the box that opens, select your opencrm_inbound Office365 user or the external contact from your address book that you created as part of the prerequisites and then save.  Save your Rule using the Save option at the bottom of the window.  Your received emails can now be logged in OpenCRM.

Assuming that you do not have any other Mail Flow rules in place, your Mail Flow console should now look like this:

 

And copies of your incoming and outgoing emails are now being collected in your two new mailboxes.  The final part of the integration is that OpenCRM needs to be able to see what is in these mailboxes.  For that to happen, just send an email to support@opencrm.co.uk with the user names and passwords for the two prerequisite accounts you created and we will complete your setup for you.

Rate This Article
  • 1 star
  • 2 star
  • 3 star
  • 4 star
  • 5 star
Feedback and Comments
captcha code  


You may also be interested in:

#WeAreOpenCRM

Twitter Feed

OpenCRM Enjoy the bank holiday everyone! #bankholiday #FridayFeeling #Friyay
OpenCRM Want to know more about the team here at OpenCRM? There's all kinds of great info on our blog.… https://t.co/s8fH03tBaE

Address

HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
Fax:
+44 (0)1748 348003
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

marker Find on Google Maps

News

It's Not Easy Being G…

In the words of the world famous Kermit the Frog – ‘It’s not easy being Green’! We at OpenCRM are Green! so imagine my delight when I attended the recent North East Expo and the guys stood next to me were also green. They took the applause, however, as they also has a 6 foot frog with them. Talk about making yourself stand out! But why a 6 foot frog? As I walked amongst the various stalls and exhibitors I regularly heard ‘have you...

Always Record your Ac…

We have a long running (kinda sad) joke in the office. Whenever someone says that they forgot to do a particular job, someone will inevitably reply that they should get “some kind of system for that…maybe a CRM.” There’s always a bit of a sigh and a chuckle…I told you it was a sad joke. But the root of our vague amusement comes from the idea that, when we forget to do something, it probably is because we didn’t make a note...

Learning From Your Hi…

Humanity seems to thrive on failure. The news pages are filled daily with stories of defeat, misadventure and mishap. Business launches that flop spectacularly or a tech invention that goes wrong - for whatever reason we love to read about that kind of thing. In fact, at certain levels we have come to expect failure. Sporting fixtures for our national team or the Eurovision Song Contest are occasions where we almost relish the prospect of not winning. But lack of success...

System Config Never E…

We’re always looking for ways we can improve the service we provide to our customers. Sometimes this is a little tweak to our product and other times it is a little adjustment to our process. Sometimes these process modifications mean that we need a new way of capturing information in our own OpenCRM system. Let me give you an example: a small number of years ago, we were finding that information about new customers wasn’t always being passed across to the project...

Countdown to Xero

5….4….3….2….1….Xero Keeping on top of your current balance sheet is an essential part of anyone’s business, it answers the simple questions like... 1. Who owes us money? 2. How much do they owe? As many of you know, we have been integrating with Sage 50 Accounts package for several years now. The exciting news is that we now integrate with the Xero accounting package also. This integration is currently in beta testing, meaning that a small number of our existing customers are testing it out...

Direct Marketing With…

OpenCRM is designed to cater for a wide range of business challenges. Different clients tend to use the system for as diverse a range of problem solving as you could imagine – some will use the out-of-the-box system for general contact management whereas others like to focus on a specific function and carry out extensive custom work, designing this to meet their exact requirements. Working in the Projects team, I get to help these customers in reaching their goals for their...