Sage CRM 2021 R1 has introduced the ability to configure the Advanced Email Manager to use OAuth 2 to connect to either Gmail (Google Workspace) or Microsoft 365 Exchange.
Customers who use Exchange or another Email Server on their own server can continue to use Basic Authentication. This article will cover how to configure the E-mail Management Server Options with OAuth 2.
I have assumed that you have already made the preparations for Sage CRM to be a registered application that can use OAuth 2
- Sage CRM must be registered as an application for either Google or Active Directory.
- The Sage CRM 'application' will then request that the user grants access to data in their Google/Exchange account.
- After consent is given, the Sage CRM application requests and receives credentials to access either Gmail or Exchange.
- Credentials can be updated or refreshed as necessary.
A registered application must be created to allow you to obtain the public client_id and the private client_secret.
Once we have the client ID and secret then we can use these to configure the Advanced Email Manager.
You can now copy the client ID and secret that display and store them in a file. I dropped them into a text editor.
Here you can see that I have logged on to Sage CRM.
I then navigated to the Administration screens
From there Administration area I need to select E-mail and documents
E-mail Management Server Options
I can click ‘New’ to create the new Account that will be monitored
I can choose to use Basic Authentication or OAuth 2 at this point.
I am going to select OAuth 2 for Gmail.
I have added here the
- The E-mail Address: to be monitored
- The OAuth 2.0 client ID:
- and OAuth 2.0 client secret:
I have set the definitions for the
Incoming Mail (POP) Server
- Requires SSL: Yes
- Port: 995
Outgoing Mail (SMTP) Server
- Requires TLS: Yes
- Port for TLS/STARTTLS: 587
Note: The other fields can be defined as described in other training videos covering the Advanced E-mail Manager.
I am then prompted to grant permission for my application to access the Gmail account.
That completes the configuration of the E-mail Management Server Options with OAuth 2