Multi User Installation

Note: If you are using Outlook 2013, 2016, or Exchange then make sure to note this difference here: Non-browser Installs.

The steps below are for the Office 365 administrator who will install the plugin for all users within a company.

Installation

Login to Office 365 and go to the Admin panel.

or navigate directly with the URL:

https://admin.microsoft.com/Adminportal/Home#/homepage

In the side bar, expand Settings and choose Integrated apps.

Click Upload custom apps to start the Deploy New App wizard.

Download the manifest file of the add-in using this URL:

http://www.grinmark.com/download/RibbonOutlookPluginEnterprise.xml

Fill required fields:

Choose which users will have the add-in enabled:

Accept permission requests:

Note: It may take up to six hours for the app to appear in Outlook.

User's may need to enable the add-in in their mailboxes. To verify that the add-in is enabled, a user needs to navigate to

https://aka.ms/olksideload

and click Add button:

The plugin is now accessible from within each Email message as a button labeled <> Sugar® or from the ribbon:

• Outlook Web

• Outlook for Windows

• Outlook for Mac

License Configuration

To configure enterprise license download and install GMSyncAddon module for SugarCRM from

https://gmdownlods.s3.amazonaws.com/aesync/gmsync_latest.zip

Login to SugarCRM as admin and got to Admin panel. Scroll down and in the GrinMark Synchronizer Add-on section choose License Configuration.

Set the checkbox:

Enter your license key and press Validate.

Assign users and press Save.

Activation and Configuration

You need to define some settings for App to be able to archive and synchronize. All settings are configured at the Settings page.

1: License key

After you start your 30-day trial, grab the license key from the SugarOutfitters page and specify it like described in the section above.

2: CRM URL

It may be taken from the web URL as follows. Look at the line in the web browser when logging into SugarCRM.

For SugarCRM 7

It looks like: https://grinmark.sugaropencloud.eu/#Home/9cdf72db-8f9e-e3c4-9166-53426b538d04. i.e.:

Cut the trailing part starting from # and leaving the trailing / and you get the right URL, i.e. the correct URL is:

https://grinmark.sugaropencloud.eu/

For SugarCRM 6:

It looks like: http://ex.grinmark.com:8090/aedemo/index.php?action=Login&module=Users&login_module=Home&login_action=index. i.e.:

Cut the trailing part starting from index.php and leaving the trailing / and you get the right URL, i.e. the correct URL is: http://ex.grinmark.com:8090/aedemo/

3: User Name, 4: Password

SugarCRM login name of the user and password.

5: Test Connection

Use it to make sure your SugarCRM instance is accessible. If connection is successful then CRM settings will be automatically saved.

6: Office 365 Password, 7: Test Connection, 8: Save

You need to specify the password that is used to log into Office 365 Outlook (mailbox password).

It is recommended to press Test Connection to make sure password is applied properly.

If connection is successful then Exchange settings will be automatically saved.