⚙️ Outlook Integration Settings
Configure email integration preferences and connection parameters
🔗
Connection Settings
🌐
Outlook Connection
Connection Status
Current integration status with Outlook
✓ Connected
Exchange Server URL
Microsoft Exchange server endpoint
Authentication Method
OAuth 2.0 authentication method
OAuth 2.0
Basic Authentication
NTLM
📧
Email Integration
Click-to-Send Email
Enable clicking email addresses in CRM to open Outlook composer
Automatic Activity Logging
Automatically log sent emails as CRM activities
Email Template Integration
Use CRM email templates in Outlook composition
Default Activity Type
Default activity type for logged emails
Email
Correspondence
Communication
🔄
Synchronization
Real-time Synchronization
Sync email activities immediately when sent
Sync Frequency
How often to sync email activities when real-time is disabled
Immediate
Every 5 minutes
Every 15 minutes
Every 30 minutes
Every hour
Include Attachments
Sync email attachments with CRM records
Maximum Attachment Size
Maximum size for synchronized attachments
5 MB
10 MB
25 MB
50 MB
🔔
Notifications
Sync Error Notifications
Notify when email sync fails
Connection Status Alerts
Alert when integration connection is lost
Daily Summary Report
Email daily summary of integration activity
🧪 Integration Testing
Test Your Integration
Use these tools to verify your Outlook integration is working correctly. Test results will help diagnose any connectivity issues.
🔍
Test Connection
📧
Test Email Send
🔄
Test Activity Sync
📊
View Diagnostics
💾 Save Settings
❌ Cancel Changes
Changes will be applied immediately after saving. Integration may briefly pause during configuration updates.