{"id":27042,"date":"2023-04-19T05:11:51","date_gmt":"2023-04-19T05:11:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27042"},"modified":"2023-04-19T05:11:55","modified_gmt":"2023-04-19T05:11:55","slug":"integrate-sage-crm-with-microsoft-office-365-part-using-oauth2-0","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/04\/19\/integrate-sage-crm-with-microsoft-office-365-part-using-oauth2-0\/","title":{"rendered":"Integrate Sage CRM with Microsoft Office 365 Part using OAuth2.0"},"content":{"rendered":"\n

In today\u2019s world every work done is paperless. For e.g. in many of the big organizations, everything is documented and communicated over emails. This reduces the exchanges of letters being used for the communication. Emails can be sent to the clients, vendors for any enquiries or information needed. Sage CRM also have an Email Integration which enables us to send emails to clients using CRM. For this, we just need to enter the Email configuration in CRM and then we can send emails. Also, we can download the emails sent by client in CRM using Sage CRM\u2019s Email Inbound functionality.<\/p>\n\n\n\n

New Stuff<\/strong>: Sage CRM: Troubleshooting New E-mail issue<\/a><\/p>\n\n\n\n

In Sage CRM, we used to add Basic Authentication for integrating Microsoft Office 365 with Sage CRM. You can refer below blog link for the same.<\/p>\n\n\n\n

Related Post<\/strong>: Integrate Sage CRM with Microsoft Office 365 Part-1\/<\/a><\/p>\n\n\n\n

But, from the release of Sage CRM 2020 R2, access to Basic Authentication is stopped and they have added new OAuth 2.0 Authentication. When application logs on using Basic authentication, it uses our credentials and it will have all owner rights. Whereas in OAuth 2.0, token is generated for the application and it will not have owner rights. And it will only behave as per the access defined for the application.<\/p>\n\n\n\n

In Basic authentication, we used to provide the user credentials to connect to the Exchange server which is explained in above blog link. Whereas, in OAuth 2.0 we have to provide the token. So, first we have to obtain OAuth 2.0 client ID. To get the same, we have to follow the below steps.<\/p>\n\n\n\n

  1. Sign in into Outlook Web App using following URL.
    https:\/\/outlook.live.com\/owa\/<\/a><\/li>
  2. In Outlook setting, go to POP and IMAP<\/strong> and make sure that\u00a0Let devices and apps use POP<\/strong>\u00a0is set to\u00a0Yes<\/strong>.<\/li><\/ol>\n\n\n\n

    Follow the below steps to get the OAuth 2.0 client ID.<\/p>\n\n\n\n

    1. Sign in to the Azure Active Directory Admin center as an administrator.<\/li>
    2. Go to App Registrations.<\/li>
    3. Register a New Application by following below steps.