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

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)870 125 5962
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

marker Find on Google Maps

News

From Website Visitor …

Your website is your shop front. You spend time, money, and effort into getting it just right and making sure that people are finding it. Once there, you want to turn as many of these people as you can into actual sales, but first you have to find out a little bit about them. Then you need to nurture that relationship, but I’m getting ahead of myself. Asking people for their contact details via a web form is pretty ubiquitous these days...

Making The Best Use O…

The end of the year tends to be something of an expensive exercise. At home you’ve spent money on food, drinks and presents. At work you have had Christmas parties and a period of closure – all in all it’s not the cheapest time of year. So if now is a time when you are looking to spend a little less, it is the perfect occasion to dig into the existing resources you have to try and make the most out...

Post-Holiday Struggle…

The first week back from the Christmas holidays is almost over and there’s a curious mixture of sadness and gladness at being back at work. There is the tiredness we all feel, the result of a slightly altered sleeping schedule and a week of indulgences and lazy days. Plus you’ve got the slight malaise from bad weather and no bank holidays until April. Finally, there’s the enjoyment that comes from accomplishing something during the day and feeling productive. Some will even look...

Forecasting for 2017

As we approach the end of 2016, it is time to start looking forward to 2017. It’s become a bit of a tradition for me to write a post with a bit of a forecast on what I think the big topics in CRM will be for the New Year. So below are the issues that I think will be the three “big ticket” items in 2017, along with some questions you might want to consider asking your CRM and SaaS...

The Office Christmas …

Last week saw the the usual out of office OpenCRM Christmas Party. Last year we got all dressed to the nines and went Private Dining at Rockliffe Hall so this year we thought how on earth are we going to top that….. PAINTBALL AND PUB!!! We headed off to No Limits Paintball for an afternoon of snipering and target practice for some and lots of ooo’s and ahh’s from others, I was the latter! We had a blast (Pardon the pun)...

Interviewing for a CR…

Whenever I’ve been to an interview, my two favourite questions to ask are: “What is a normal day for someone in this role?” and “What will be your expectations of me after the first three months?” The first question is usually answered with a quick outline of basic jobs and then quickly descends into some of the more quirky, unusual, or random tasks that sometimes crop up. Every time I’ve asked this question, I have walked away with a far better...

Is It Safe To Head Ou…

There are so many ways of receiving the news, and this information becomes so much more powerful when it is designed to answer your questions or make you aware of issues specific to you. One great example of this is Transport Scotland. They have recently worked on developing a website and companion app that lets you know in real-time along which routes their trucks have been gritting the roads. The idea behind the live monitoring is to help give motorists confidence...

Festive Decorations: …

It’s easy for people to get caught up in the festive spirit at a time like this. Some people will want to decorate their desk or the whole office. Others will bring in mince pies and sing carols, nonstop, from 9am on the 1st of December. It can make this cold and dark month feel immediately cheery. But what about people who don’t enjoy Christmas? Or don’t celebrate it? How do you make sure that no one feels left out in the...

Keep those Leads Nice…

Just in case you hadn’t noticed it is now quite cold, I know this first hand as my heating went pop last week (cue the violins). However just because it is cold outside you should still make sure you keep all those valuable Leads nice and warm. By managing your Leads correctly you make sure you get the most out of every Opportunity, whether you are entering your Leads manually into OpenCRM or automatically via your website for instance. Action Plans are...

The Customer Portal: …

Every system we create has a little window built into the side of it. We call it the Customer Portal and it gives you the ability to forge an even closer connection with your customers. And the best part? It’s completely free to use, just ask our support team to switch it on for you. You’ll be live within a matter of minutes. So what can you do with the Customer Portal? How does it bring you closer to your customers? Well, there...

Acknowledge Your Know…

Within many businesses, the information that you possess is as valuable as the physical assets you hold. Firstly you need to keep your all-important records of your day-to-day trading. Invoices, purchase orders, personnel costs – everything that makes you accountable to the taxman. Secondly your customer database is your real intellectual money in the bank. It is data like this that have helped make the likes of Facebook, Amazon or Google the businesses they are today, as they are able...

I’m Thankful For…

Just by a strange happenstance, I am posting a blog on the American Thanksgiving, so it feels rude not to at least mention the holiday. I’ve been told, by one of our resident Americans here at OpenCRM, that a Thanksgiving tradition is to say what you are thankful for during the meal. Now, I’m going to wait until Christmas to sit down to a big turkey dinner, but I can certainly say what I’ve been thankful for this year: UK Cloud Awards This...

After the Lord Mayors…

As you may have seen on Twitter, I was delighted to attend the North East Expo last week, as described in my recent blog post. But what now? When you get back from a conference, expo, or other big event, there’s still some work to be done. You have all of the information that you collected on the day, don’t let it all go to waste. Enter that data! By entering all of the names and information you collected into OpenCRM, you can...

Keeping Track of Empl…

With the Christmas break looming on the not-so-distant horizon, the subjects of holiday time and opening hours are being discussed up and down the country. A lot of offices close over the holiday period, there are a number of bank holidays, and people need to take extra time off to look after kids who are out of school or just to recover from the inevitable parties. Juggling all of these requests can be tricky for an HR department (or individual). So what...

How To Guarantee Quan…

I'm not sure if you're familiar with the concept of six degrees of separation? The ideas is that all living people are six steps or less from one another, making the entire world population reasonably close. Bearing this in mind, you may well have hundreds of friends, families, business or other associates floating around your network. LinkedIn has even turned this into a feature, showing you people within your environment as being 1st degree, 2nd degree and 3rd degree of...