Seamless Outlook Integration and a Unified Workflow
Outlook is where many teams manage their inbox and calendar every day. Connecting it with vTiger CRM removes manual copying and keeps records accurate.
Xirgosoft integrates Office 365 with vTiger CRM for email, calendar and contact synchronization with secure OAuth 2.0 authentication.
Microsoft has retired basic authentication for Exchange Online, so older email integrations often stop working. We set up modern OAuth 2.0 connections that stay secure and compliant.
Reliable Outlook Integration, Done With Modern Authentication
Outlook email and calendars are the daily tools of most business users, and keeping them in step with the CRM is one of the highest-value integrations you can have. It is also one of the most fragile, because Microsoft has changed how applications are allowed to access Exchange Online. Older connections that used simple passwords have stopped working for many organisations.
We build Office 365 integrations on Microsoft Graph and OAuth 2.0 with Entra ID, the supported way to connect today. An administrator registers the app and grants consent once, and each user then connects their own mailbox. Emails are linked to the right CRM records, appointments sync in both directions, and contacts stay aligned. Shared mailboxes such as support or sales can be imported and converted into tickets or leads.
If your existing vTiger email connection has stopped receiving mail, this is a common repair job. We diagnose the cause, usually the retirement of basic authentication, then reconfigure the connection using OAuth 2.0 so it is both working and compliant. We also review permissions so the app only has the access it genuinely needs, which helps with security reviews.
We test with real mailboxes and calendars, including recurring meetings, time zones and attachments, and we document the app registration, scopes and renewal steps so your IT team knows exactly what has been set up.
What We Deliver
Everything included in this service, from the first scoping call through to launch and support.
Outlook Email Sync
Link Outlook emails to CRM records automatically.
Calendar Integration
Sync appointments between Outlook and the CRM.
Contact Synchronization
Keep Outlook and CRM contacts aligned.
Secure OAuth 2.0
Modern, secure authentication with Microsoft accounts.
Email Templates
Use CRM templates when emailing from Outlook.
Attachment Handling
Save Outlook attachments to CRM documents.
Key Benefits
What this means for your business once it is live.
Email Linked Automatically
Outlook messages attach to the right records.
Calendar Sync
Appointments appear in both Outlook and the CRM.
Shared Mailbox Import
Turn support or sales inboxes into tickets and leads.
Modern, Compliant Authentication
OAuth 2.0 with Entra ID replaces retired basic authentication.
Least-Privilege Permissions
The app requests only the access it needs.
Documented Setup
Clear records of registration, scopes and renewals for IT.
How It Works
Register the App
We register vTiger in your Microsoft Entra ID tenant.
Authorize Users
Users connect their mailboxes securely with OAuth 2.0.
Sync Mail & Calendar
Emails, events and contacts sync with CRM records.
Ongoing Monitoring
We monitor tokens and sync health to prevent interruptions.
Real-World Use Cases
Fixing Broken Email Sync
A company's vTiger email stopped after Microsoft disabled basic auth; we switch it to OAuth 2.0 and restore syncing.
Outlook Meetings in CRM
Appointments booked in Outlook appear on the related contact and account automatically.
Shared Mailboxes
Emails to support@ are imported into the CRM and converted into tickets.
Common Challenges We Solve
Email Sync Suddenly Stopped
We diagnose basic-authentication issues and restore syncing with OAuth 2.0.
Security Approval
We document permissions and work with your admin on consent and policy.
Duplicate or Missing Records
We configure matching rules and test with real mailboxes.
Calendar Edge Cases
We test recurring events, time zones and invites thoroughly.
Why Choose Xirgosoft
- A unified workflow between Outlook and CRM
- Accurate, up-to-date customer communication history
- Secure integration with Microsoft 365
- Time saved on manual data entry
Technologies & Platforms
Who This Is For
- Organisations using Microsoft 365 and Exchange Online
- Teams whose vTiger email stopped working
- Sales and support staff who live in Outlook
- Companies with shared sales or support mailboxes
- IT teams requiring modern, auditable authentication
What Is Included
- Entra ID app registration and consent guidance
- Mail, calendar and contact sync via Microsoft Graph
- Shared mailbox import
- Repair of broken legacy email connections
- Testing with real mailboxes
- Documentation and support
Frequently Asked Questions
Our vTiger stopped receiving Outlook emails. Can you fix it?
Yes. This is usually caused by Microsoft disabling basic authentication; we reconfigure the connection using OAuth 2.0.
Do we need admin access to Microsoft 365?
An administrator needs to approve the app registration once. After that, users connect their own mailboxes.
Can shared mailboxes be connected?
Yes. Shared mailboxes such as support or sales can be imported into the CRM.
Is calendar sync two-way?
Yes. Changes in Outlook or vTiger are reflected in both.
Can we keep using Outlook as usual?
Yes. Users keep working in Outlook while sync runs in the background and logs relevant email and meetings in the CRM.
Which permissions does the app need?
Only those required for the features you enable, and we document them for your administrator.
Does it work with shared calendars?
Yes, with configuration for the specific mailboxes and calendars you want connected.
How are renewals and secrets handled?
We document app secrets and expiry dates and set reminders, so the integration does not stop unexpectedly.
Connect Office 365 with your CRM today.
Talk to our experts today for a free consultation and quote.