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Sync your email with Microsoft Office 365 (Outlook / Exchange)

Set up the synchronisation of your Microsoft Office 365 email with Sage Sales Management to automatically log email activity in the CRM. This process requires permissions in Microsoft Entra ID (Azure AD) and an initial administrator approval.

Written by Training
Updated today

Overview

Email synchronisation allows you to connect your Outlook or Exchange account with Sage Sales Management so that emails are automatically recorded as activity within the CRM.

This improves visibility over communications, supports sales follow-up, and removes the need for manual logging.

💡 Note

Click on each expandable section to view the detailed setup steps.

Prerequisites

Before you begin, make sure your organisation meets the required permissions in Microsoft Azure.

  • Verify that the Sage Sales Management Sync application is registered in Azure:

    1. Go to: https://portal.azure.com

    2. Navigate to Enterprise applications

    3. Search for Sage Sales Management or ForceManager

  • Once the application is found:

    • Go to Users and groups

    • Click Add user

    • Select the relevant user

    • Save your changes

Start synchronisation from Sage Sales Management

This step is performed by each user from their profile within the application.

  1. Access Sage Sales Management

  2. Go to your profile

  3. Select Email synchronisation

  4. Choose Microsoft Office 365

  5. Enter your email and password

  6. Confirm the connection

If everything is correct, a confirmation message will appear indicating that the synchronisation has been successfully completed.

If the app does not appear in Azure

Follow this process only if you cannot find the application in Azure during the initial setup.

  1. Start the synchronisation from Sage Sales Management (as described above)

  2. A message will appear requesting administrator permissions

  3. Click Sign in with an administrator account

    • This must be a user with Azure admin permissions (it may differ from the end user)

  4. Accept the requested permissions

After completing this process:

  • The application will be automatically registered in Microsoft Entra ID

  • You will need to add users under Users and groups

Complete the setup

Perform this step after granting permissions in Azure.

  1. Return to Sage Sales Management

  2. Stop the synchronisation that was initiated

  3. Start it again using the appropriate end user account

Validate the synchronisation

Make sure everything is working correctly before considering the setup complete.

  1. Check that the account is connected

  2. Confirm that emails are synchronising correctly

  3. Verify that activity appears in the CRM

Important considerations

Ten en cuenta estos puntos para evitar problemas durante la configuración.

  • The initial authorisation is essential, as it registers the application in Azure

  • Access management can be handled:

    • Per user

    • By groups

    • At domain level

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