Install ACLite on Microsoft365
25th Sept 2024
Accelerator Lite for Sage CRM is now available on the Microsft App Source Store
Click here to open or add via Outlook.
Requirements:
Your Sage CRM should be accessible externally from a secure url EG "https://crm.yourserver.com/crm/"
How it works...
The system uses a proxy to pass through requests. This is required as native connections from browsers are not allowed due to a CORS configuration on the Sage CRM REST Api's. This proxy is hosted on a Digital Ocean server that exists in New York. So your data will pass through this so please be aware of this.
- Admin Consent Flow Setup **
Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.
To do this administrators should open the url here and provide consent here for the users to install the add-in.
What is this?
This is a block configured within Outlook/Outlook 365 and an Admin for Outlook/Office365 needs to resolve this.
https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview
To allow users to control what can/cannot be installed:
Sign into your Office365 administrator account.
Click Settings -> Org Settings.
In the User consent to apps section, ensure the checkbox is ticked.
Click "Save Changes".
This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page: Configure the admin consent workflow
Further information on managing consent within Outlook is available via Microsoft here: Manage consent to applications and evaluate consent requests
