If you follow CNS’ engineering blogposts, you know that we took a detailed look at the Outlook Add-in (check out Setup Outlook Integration in Acumatica Cloud ERP, September 23, 2020; Integration with Acumatica: Outlook Add-in vs. Exchange Integration, January 27, 2021). Recently we discovered that in order to enable the add-in there is an additional, hard to find setting that’s needed for it to work properly. It is literally a ‘hidden’ requirement - one that we’ll uncover here.
For a recent CRM deployment, we followed the standard setup procedure, but users were not able to login to Acumatica from the Outlook Add-in. This led us to uncover this hidden gem under access rights. Go to User Security > Access Rights by Screen. On the left pane, scroll down to the bottom of the second level and open the Hidden node. On the third level, select Outlook Add-in Read Mode (OU.20.10.00) to view and edit the access rights of the available roles on the right pane. After you set up the access rights here your users will be able to login from the Outlook Add-in.