Connecting with Office/Exchange 365?

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  • pcrv
    Junior Member
    • Dec 2017
    • 15

    Connecting with Office/Exchange 365?

    No, it wasn't my idea. Our IT department decided to switch from a working inhouse Kerio server to "Microsoft's gateway to hell". I don't like it, but I have to live with it, like many others.

    At this time there is no connection between EspoCRM and Office365, but I guess many people will need it.

    Are there any plans to do this? This is the only thing left that I need to convince my boss to switch to EspoCRM.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    It is planned, but there is no time frame.

    Comment

    • olof
      Senior Member
      • Jul 2018
      • 184

      #3
      If an Office365 integration was done I think the focus should be on a solid API integration as per the Google one. The Outplugins I've seen from other CRMs are useless.

      This Could also be a great mechanism to link OneNote pages if the link relied on the OneNote note being linked to an Office 365 meeting to link through.

      Comment

      • olof
        Senior Member
        • Jul 2018
        • 184

        #4
        Looking at this a little more. Outlook supports linking notes to planned and past meetings so if this link was maintained, even just to the extent that from an account record, you are able to see a list of meetings and from each meeting click through to the SharePoint hosted onenote that would be logical.

        Comment

        • pcrv
          Junior Member
          • Dec 2017
          • 15

          #5
          So far our plan was that we get Espo with Advanced and Telephone module. Then make a bidirectional sync with Google Calendar and sync Google Calendar with Outlook 365.

          And you know what? It does not work. Snycing a free Google Calendar account to Outlook 365 with "Flow" is onedirectional, that means: useless. With a paid "G Suite" account for Google it s possible, but we would have to pay 40$ per user per year only for that simple feature.

          Our whole EspoCRM project will fail and will be canceled if I don't find a solution. We cannot tell our bis company group to drop Exchange and all that stupid Microcrap Office stuff.

          Any idea how I can save my project?

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            You can try to use connectors,like Zapier, PieSync or others

            Comment

            • olof
              Senior Member
              • Jul 2018
              • 184

              #7
              Hi tanya is there a Zaipier integration for Espo?

              Comment

              • tanya
                Senior Member
                • Jun 2014
                • 4308

                #8
                pcrv can use existing Google Calendar to Office Exchange.

                You can create own EspoCRM zap for your instance. I have such one . I will try to prepare an article, how to do it by your own.

                Comment

                • olof
                  Senior Member
                  • Jul 2018
                  • 184

                  #9
                  That would be greatTanya, we are looking for Office 365 calendar to Espo. One way sync would be ok.

                  Comment

                  • pcrv
                    Junior Member
                    • Dec 2017
                    • 15

                    #10
                    Originally posted by tanya
                    pcrv can use existing Google Calendar to Office Exchange.

                    You can create own EspoCRM zap for your instance. I have such one . I will try to prepare an article, how to do it by your own.
                    Thank you, Tanya, this might in fact save my project.

                    Comment

                    • olof
                      Senior Member
                      • Jul 2018
                      • 184

                      #11
                      Hi Tanya, any luck with that Zap?

                      Comment

                      • pcrv
                        Junior Member
                        • Dec 2017
                        • 15

                        #12
                        Did someone try this?



                        In fact, a direct link between Espo and Office365 is something customers would pay for.

                        Comment

                        • tobias
                          Senior Member
                          • May 2016
                          • 229

                          #13
                          Hi Tanya, is there still any plans to provide (Advanced) users with a way to sync Exchange/Outlook 365 calendars?

                          Comment

                          • olof
                            Senior Member
                            • Jul 2018
                            • 184

                            #14
                            Updating people with subscriptions to this thread. Official Office365 extension is now released and works great. Go buy it to support the Espo team!

                            Comment

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