Set up Outlook integration

Baseline configuration

Application properties

To enable Outlook integration, set up the following parameters in the application.properties file:

• revenuegrid.url
• revenugrid.secret

Enable Groupware Sync tabs for Activities

In Administration > Master Data Management > SettingBoolean > Enable Outlook Integration, set the flag to YES. This setting enables the tabs you need to set up Outlook integration and enables you to personalize user settings in Activities.

UI profile configuration

Zilliant recommends you allow only administrators to access the Groupware Administration tab. If a respective Outlook synchronization user does not exist for the currently logged in CRM user, selecting this link will create a new admin user. This link should be hidden behind a UI Profile that is assigned only to CRM administrators.

Create a connected client

In Administration > Connected Clients, create a client with the ID revenuegrid with the following settings:

To construct the redirect URL, append the RG tenant URL with the following string:

/ui/redirect.html

For example, if the tenant URL is https://acmecorptest--0us4--0hana--0ondemand--0com.inmindcloud.com/, then the full redirect URL is:

https://acmecorptest--0us4--0hana--0ondemand-0com.inmindcloud.com/ui/redirect.html

Upon saving or regenerating, the system will prompt to copy the secret. The secret is needed in the next step.

Connect CRM and Outlook integration tenant

In the CRM, navigate to Activities > Groupware. Set up the client ID and client secret.

Optional: Grant access to the mailbox in server-side integration

When a standard user tries to authenticate their Office 365 mailbox into a server-side integration, they may encounter an "Approval required" error.

The error occurs if the User can consent to apps accessing company data on their behalf setting (in Azure Active Directory > Enterprise applications > User settings) is set to No.

To resolve this error, use one of the following options.

• Option 1: Grant consent for server-side integration

  1. Sign on to Azure AD as an administrator.
  2. Navigate to Enterprise Applications and locate IMC, server-side integration in the list.
  Note

  If no users previously consented to the app, then the application may not appear in the list. In this case, use Option 2 to resolve the error.

  3. Go to the Permissions tab and select Grant Admin consent for [...].
  4. In the dialog that appears, sign in with the Office 365 admin account, then select Accept. A message appears that indicates successful sign-in. On the Admin Consent tab of the application page, a list of consented-to permissions appears.

• Option 2: Office 365 administrator consent to the application during initial sign-in
  To use this option, the Office 365 administrator must be a CPQ user and be provisioned as a server-side integration user.

  1. Sign on to CPQ as Office 365 administrator.

  2. Navigate to Activities > My Sync Settings, then select the gear icon for MAIL SERVER CONNECTION STATUS.

  3. In the Office 365 OAuth log-in dialog, sign in with your Office 365 administrator account.

  4. In the Permissions Required dialog, select the Consent on behalf of your organization checkbox, then select Accept. A Signed in successfully message appears.

     The application will consent for the organization, and standard users will be able to successfully authenticate.

Related documentation

Consent experience for applications in Microsoft Entra ID

User provisioning

To use the add-in or server-side sync as an administrator, you must first provision users as follows:

1. Select the Provisioning tab to view the list of all employees.
2. To provision users, select + as shown in the following image:

3. To confirm, select the Provisioning action as shown in the following image:

The user appears on the User tab. By default, sync is disabled and mailbox status is not initialized as shown in the following image.

When the user has been provisioned, the end-user can install the add-in manually. You can also perform mass provisioning of users by selecting the checkboxes and then by clicking the Activate Selected button.

If you want to centrally install the add-in and enable server-side sync use the following steps.
The next step needs to be performed by the end user.

1. Sign in to the employee-facing application.

2. Go to Activities > My Sync Settings and click on the gear icon for MAIL SERVER CONNECTION STATUS.

3. Select Microsoft Office 365 as your e-mail service.

4. In the pop-up window, log in to your Microsoft Office 365 account and allow Zilliant CPQ to access your data. If you don't see the pop-up window, check to see if it is behind the main window in the background.

   After a signed in successfully message appears and as you click on the dashboard, you will see a checkmark for mail server connection status.

5. Click Force Sync to start the initial synchronization. If synchronization is enabled successfully, during the next sync cycle the sync will occur.
   ## Installation Using Groupware Administration
   An admin user can also install, uninstall, and check the status of the add-in for users, as outlined in the following figure and table:

Manually install the Outlook add-in

To manually install the add-in, follow these steps:

1. Save the XML file in your system.
2. Select Manage Add-ins under your Outlook settings as shown in the following image:

3. Go to Custom add-insand on Add a custom add-in.
4. Choose Add from File, select the XML file that you received from Zilliant and add it.
   This will perform the installation of Zilliant's add-in as part of your Outlook application.

If you have successfully installed the add-in, you will see the Zilliant icon in your Outlook toolbar.
You will need to enter the proper URL of the CRM tenant such as the following example:

https://XXX.hana.ondemand.com/

Manually uninstall the add-in

Follow these steps to uninstall the Outlook Add-in:

1. Select Manage Add-ins under your Outlook settings.
2. In the pop-up window, select Remove as shown in the following image:

Setup for Exchange 2013 and later versions

To enable integration, configure the following:

• EWS URL should be opened for connection from outside of their network (this is required for MailApp and synchronization functionality)
• Metadata URL should be exposed without password validation; this is required for MailApp functionality.

For additional troubleshooting information, read Getting Internal Server Error 500 when creating New-CsPartnerApplication for Exchange 2013.

Alternatively, admins can whitelist firewall IPs of resources that are used for MailApp and synchronization.