Sage CRM 2021 has introduced the ability to configure the internal Sage CRM email client to use OAuth2 to connect to either Gmail (Google Workspace) or Microsoft 365 Exchange.
Customers who are using Exchange or another Email Server on their own server can continue to use Basic Authentication.
Some basic steps have to be followed whether Sage CRM is being configured to use Gmail or Exchange.
- Sage CRM has to 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.
This article will detail the integration with Gmail.
Once we have the client ID and secret then we can use these to configure the internal Email client.
The screenshot below shows that I have logged on to Sage CRM. I then navigated to the Administration screens. From the Administration area I selected "E-mail and documents" and then "E-mail configuration".
If I click change I can opt to use OAuth 2 and Gmail
And on this screen end the Client ID and Secret before pressing Save.
I am then prompted to grant permission for my application to access the Gmail account.
Once I have allowed that then the screen returns to the configuration page.
In the image below you can see that I have specified the
Outgoing mail server
SMTP port and marked this as using TLS.
I have also named the account to be used.
That completes the account set up.