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 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:
- Open Sugar in your default browser and login using your credentials.
- Open Sugar Plug-in for Microsoft Outlook Settings.
- 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.