Why Does it Matter?
webCRM connects to Outlook / Exchange so users can keep their email, calendar and contacts in sync. That connection used to rely on an older technology called Exchange Web Services (EWS), which Microsoft is phasing out. As a result, webCRM has moved to Microsoft Graph to ensure the integration continues to function properly.
This article explains how to connect your Microsoft Exchange/Outlook integration to Microsoft Graph.
Before You Begin
1. You will need an Outlook / Microsoft 365 account to connect.
2. You may need an Exchange Administrator to approve user permissions. This is not always required.
Please note that you will only need to complete this process once per system. Once the process is complete, all users wishing to use the Exchange service may need to log out of their email settings and log in again.
Step-by-Step Guide
1. webCRM User - Sign out of the account
Open the 'External Credentials Settings' tab and sign out of the account currently in use.
2. webCRM User - Clean the cache and refresh the page
This will ensure that the migration is possible and effective. You can clean the cache and refresh the page directly inside the webCRM application:
3. webCRM User - Reconnect Exchange and request permission
Open the 'External Credentials Settings' tab, choose Exchange and sign in. You will be redirected to a Microsoft window asking you to approve a set of permissions. Please enter a justification and send the request for approval.
Note: You may not be prompted with the 'Approval required' window. If this is the case, the required permissions have already been approved or are not necessary. If this is the case, you can ignore step 4, which requires an IT administrator.
4. IT Administrator - Approves permissions if required
After the request has been sent, the account's Exchange administrator will need to approve access for the user. Managed in Microsoft Azure, these are the permissions that need to be approved:
Note: Azure environments can vary between companies when it comes to permissions. Therefore, we cannot guarantee that it will look the same for everyone. Some tenant policies, for example, allow user self-consent. In this case, no admin consents will be visible in the Azure environment.
Final Remarks
The best way to test if it is working is to send out a test email and/or calendar meeting. If you can successfully send and receive emails/meetings, the process is complete.
For your convenience, here is a summary overview of the steps required:
Note: We have since optimised the migration so you no longer need to go through step 1.
Now you should be all set! If you encounter any obstacles along the way, feel free to reach out to customer service. We will be happy to assist you.