Syncing Office 365 Email in Zoho CRM

Connecting Office 365 Email Accounts to Zoho CRM

 In the CRM click the gear to go to Settings (the gear could be located on the left hand menu bar at the bottom, or it could be in the top right corner. In both cases either a silhouette, initials or user photo will be either below or beside the gear. 

On the next screen – if your menu is on the left hand side – look for title Channels > Email – if your menu is across the centre of the screen – the same.

On the next screen click on the word Email

On the next screen click Get Started button.

On the next screen select Office365

On the next screen make sure it has IMAP – Oauth Integration showing & click Configure. 

When you click CONFIGURE – A window will open to ask you to login to your office365 account (Make sure pop-ups are allowed on your browser) Click Sign In.

The next screen will look like this if all goes well (you can skip the import pop-up that appears). 

 

Under Email Sharing Settings – choose if the emails should be visible only to you as the user or available to all users (I would think in most cases you would want this available for all users so if someone else is working with a contact they can see previous emails back and forth).  Choose your setting of preference. Then click UPDATE.

This should be all that is needed. It sometimes takes a bit for the system to start syncing. And the sync process may take some time if there are a lot of emails to be synced with existing contacts, leads, etc..  You can refresh the screen periodically to see the status.

Sometimes an smtp error appears and sometimes there is a problem with connecting to office 365 – if this occurs,  

 

That would be the first thing to check is to ensure IMAP is enabled for all users in office365..

Here are a few more steps:

An SMTP error when connecting Zoho CRM to Office 365 email likely stems from incorrect SMTP settings or a mismatch between Zoho CRM and Office 365 authentication requirements. To resolve this, you need to ensure Authenticated SMTP is enabled for the Office 365 user account within the Microsoft 365 admin center. 

Here's a more detailed breakdown of the troubleshooting steps:

1. Enable Authenticated SMTP in Office 365:

Access the Microsoft 365 admin center: Log in with admin credentials.

Locate the User: Go to Users > Active Users and select the user account you're using with Zoho CRM.

Access Email Settings: Click on Mail (or similar, depending on the admin center interface).

Manage Email Apps: Navigate to Email apps and then click on Manage Email Apps.

Enable Authenticated SMTP: Select the "Authenticated SMTP" setting if it's not already enabled. If it's already enabled, try disabling and then re-enabling it.

Save Changes: Click Save to apply the changes.

 

 

If you're still having issues, contact support at service@prowlcommunications.com 

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