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Integrating With Microsoft Connector

Overview

Administrators can configure the Microsoft connector via Admin > Connectors to allow Sugar to connect to the Microsoft API Services via OAuth2 to send outbound emails as well as receive inbound emails. This article will cover the administrator's configuration of the Microsoft connector which must be completed before you can configure the email settings in Sugar for Exchange Online. For more information on configuring the system's outbound email settings, system inbound email accounts, and the outgoing user email accounts, refer to the Email and Emails documentations. 

Note: This article pertains to Sugar versions 10.0.x and higher.

Prerequisites

  • You must be an administrator user to enable the Microsoft connector for your instance.
  • You must have an active Microsoft Azure account to configure the Microsoft connector for your instance.

Steps to Complete

Before configuring the Microsoft connector in Sugar, you must first create and register a new application for Sugar in the Microsoft Azure portal. The following sections explain how the administrator can acquire the proper API credentials from Microsoft Azure and use those credentials to set up the connector in Sugar.

Creating Application in Microsoft Azure Portal

To set up the Sugar Microsoft connector, you need to first create a new application for Sugar and obtain the Client ID and Client Secret values using the following steps:

  1. Navigate to the Microst Azure portal in your web browser.
  2. Sign in using the Microsoft account under which you would like to register the SugarCRM application.
  3. On the Microsoft Azure homepage, type in "app registrations" in the search box then select it from the search results. 
    AzurePortal AppRegistrations
  4. On the App registrations page, click the "+ New registration" button. If you do not see this button then click the "Register an application" button. 
    Azure NewRegistration
  5. On the Register an Application page, complete the following fields then click "Register":
    • Name : Enter an application name of your choice (e.g. SugarCRM Application).
    • Supported account types : Select "Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)".
  6. Next, click "API Permissions" on the left tree menu of the applications page.
  7. Add the proper permissions as follows:
    • Click the "+ Add a permission" button.
      Azure APIPermissions AddPermission
    • Next, click the Microsoft Graph option then click "Delegated permissions" and select the following options:
      • Select "offline_access" under the OpenId permissions option. 
      • Click the IMAP option and select "IMAP.AccessAsUser.All". 
      • Click the SMTP option and select "SMTP.Send".
    • Click the "Add permissions" button. 
  8. Click "Authentication" on the left tree menu then click "+ Add a platform".
    Azure Authentication Web
  9. On the Configure Platforms window that appears on the right, click the Web option and enter the Redirect URI as follows:
    • Redirect URIs : {Your Sugar URL}/oauth-handler/MicrosoftOauth2Redirect
  10. Click the Configure button.
  11. Next, click "Certificates & secrets" on the left tree menu then click "+ New client secret" in the Client Secrets section and populate the following fields:
    • Description : Enter a description of your choice. 
    • Expires : Select an expiration period.
  12. Click the Add button.
    Azure Cert&Secrets NewClientSecret
  13. Record the client secret value that appears under the Client Secrets section as it is required when configuring the connector in Sugar.
  14. Finally, click "Overview" on the left tree menu and record the "Application (client) ID" value at the top of the page as it is required when configuring the connector in Sugar.  

Configuring Sugar's Microsoft Connector

Once you have obtained the Client ID and Client Secret, use the following steps to set up the Microsoft connector in Sugar:

  1. Log into your Sugar instance and navigate to Admin > Connectors > Set Connector Properties.
  2. Click the Microsoft tab and fill in the Client ID and Client Secret values obtained in steps 13 and 14 in the section above. Click "Save".
    Sugar ConnectorSettings Microsoft
  3. Next, navigate to Admin > Connectors > Enable Connectors.
  4. Click the Microsoft tab and ensure that there is a checkmark in the box next to "Enable...".
    Sugar EnableConnectors Microsoft

Configuring Sugar Email Settings

Once the Microsoft connector has been configured in Sugar, you can then configure Sugar's email settings using Exchange Online. Admin users can configure the system's outbound email settings via Admin > System Email Settings and the system inbound email accounts via Admin > Inbound Email. For more information, refer to the Email documentation. Sugar users can also create outgoing email accounts by clicking on the Emails module tab and selecting "Email Settings". For more information, refer to the Emails documentation.

Last modified: 2021-05-13 21:46:17