G5 Exchange Online Sync App Instructions

G5 Exchange Online Sync App Instructions

  Note:

  • This article DOES NOT apply to the Nylas integration. For instructions relating to Nylas, please click here.
  • The following instructions should be completed by your IT

Login to https://portal.azure.com using an account with administrator permissions. From the top left menu, select Azure Active Directory.

On the Overview page, find and notate your Tenant ID .

Select Enterprise applications then create a new application.

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Select Create your own application.

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We recommend naming the app “G5 CRM Exchange Online” to give a clear indication to anyone who may see it in the future. Select the Integrate any other application you don’t find in the gallery (Non-gallery) option then select Create at the bottom.

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Please copy the Application ID and Object ID as these are required for G5 to communicate with the app. Click Assign users and groups, Add user/group and then under Users click none selected. Find the service account you created and then click Select.

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Afterwards go to Manage->Properties and click the link for application registration.

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Select API permissions and Add a permission. Select APIs my organization uses. Search for Office 365 Exchange Online, select Delegated permissions, find EWS then select the box for EWS.AccessAsUser.All then click Add permission.

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After the permission is added, select Grant admin consent for [YOUR ORGANIZATION] and click yes.


On the left select Certificates & secrets then select Client Secrets. Add a new client secret with G5 CRM Exchange Online as the description. When it comes to the expiry date, we recommend the default 6 months, but this is up to you.

Note:

  • After the secret expires, the G5 Exchange sync will no longer function until a new client secret is created and given to us.

Please copy the Value and Secret ID as these are required for G5 to successfully connect to the app.

You should now have the information we need to successfully setup the G5 Exchange Online Calendar sync. Please send this over to us and we will complete the process.

Just a recap, you should be sending us the following:

  1. Tenant ID
  2. Application ID
  3. Object ID
  4. Secret Value
  5. Secret ID
  6. Service User Username and Password


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