Manage control over Microsoft Office 365 integrations with profile-based sync permissions

Manage control over Microsoft Office 365 integrations with profile-based sync permissions

Greetings all,

Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type.

Users with an administrator profile can now manage profile-based permissions for Microsoft Office 365 integrations. The set of permissions is now introduced under Profile Permissions for all profiles (Administrator, Standard, and custom). This enhancement paves the way to control which profiles can access and manage data related to Microsoft.

How to modify profile-level Microsoft integration sync permissions

  1. Navigate to Setup → Security Control → Profiles
  2. Click on the profile name you want to manage Microsoft permissions for and go to the Microsoft section.
  3. Use the toggle to enable or disable the required permissions—Calendar, Contacts, and Tasks.

How to enable Office 365 for your modules

Notes
Note: Office 365 integrations are available for the CRM modules: Meetings, Contacts, and Tasks.
  1. Navigate to Marketplace → Integrations → Microsoft.
  2. Click on Enable under the module you want the sync for.
  3. Enter your Microsoft credentials and log in.
  4. Set up the corresponding sync configuration
These permissions are by default enabled for the system-defined (original) Administrator and Standard profiles, and the permissions cannot be modified for these profiles.


Privileges and Restrictions

  1. Admin: Users of any administrator profile can enable or disable the Microsoft permissions for custom profiles to control access and ensure sync pauses without deleting existing setups when disabled.
  2. Permission-restricted custom profile: Microsoft sync to their CRM will be unavailable.

  3. Permission-granted custom profile: Users with this profile will have access to Microsoft sync with their CRM for the corresponding permissions granted by an admin profile, which may include Meetings, Contacts, and/or Tasks.

  4. Permission-disabled custom profile: Sync pauses when permission is disabled for users who have previously enabled the sync.
That is all about this enhancement. Please feel free to share your queries as comments below.


Info
Availability

DCs: All DCs except CN
Editions: All paid editions
Release Plan: This enhancement is open to customers of all DCs except CN

Regards,
Fiona

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