Avoid Changing SugarCRM outlook password with OAuth Login

Do you regularly change your SugarCRM password, and don’t want the hassle of having to re-configure the Outlook plugin every time?

Following the release of the SugarCRM plugin for Outlook in February 2012 you can now use OAuth so there is only a one-time setup.  Below is a list of steps to setup OAuth with your SugarCRM Outlook Plugin

OAuth Login

OAuth login is a new feature of Sugar Plug-in for Microsoft Outlook, Feb 2012 Release. This is a good login option for users who need to change their Sugar login credentials frequently. OAuth enables users to establish a permanent connection between Sugar Plug-in for Microsoft Outlook and the Sugar application and works seamlessly when the user’s login credentials changes in Sugar. Users need to complete a one-time process to retrieve the OAuth token from Sugar and establish this permanent connection.
Follow the steps listed below to retrieve the OAuth token from Sugar and establish a permanent connection between Sugar Plug-in for Microsoft Outlook and the Sugar application:

  1. Open Sugar in your default browser and login using your credentials.
  2. Open Sugar Plug-in for Microsoft Outlook Settings.
  3. Select the Use OAuth login checkbox.

4. Click the Retrieve OAuth access token button.
This displays a new page with two fields – Consumer Key and Consumer Secret.

NB: You might need to resize the window in order to see all the fields!!!
resize the plugin window to see OAuth keys window in full
5. Enter the Consumer Key and Consumer Secret
6. You can get these values from your Sugar admin. If you are an admin, get this from Sugar>Admin>System> OAuth Keys.
OAuth Keys in SugarCRM admin
7.  Click Continue.This displays a web page in your default browser with an option to authorize your token.
sugarcrm admin consumer authorisation request
8. Authorize the token by clicking the Authorize Token button.This displays an authorization code.
9. Copy the authorization code, go to Sugar Plug-in for Microsoft Outlook and paste the authorization code in the input box.
sugarcrm outlook token authorisation code
10.Click Ok.
11. This retrieves the permanent OAuth token from Sugar.
12. Ensure that the OAuth token and secret are populated in the corresponding fields.
13. Click the Test connection button and ensure that a connection is established between Sugar Plug-in for Microsoft Outlook and your Sugar application.
14. Click Ok to save the settings and return to Sugar Plug-in for Microsoft Outlook.
For more information and a video on how to install & use the SugarCRM Outlook plugin watch this Video: