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Sage CRM Exchange Integration is an integration between Sage CRM and the MS Exchange Server. There is no synchronization to individual Outlook clients. The synchronization runs in the background and does not require users to trigger synchronization - it continues even when Outlook clients are closed.
Appointments, Tasks, and Contacts can all be synchronized between Sage CRM and the MS Exchange Server. This means that the functionality is supported regardless of whether the user is working in Outlook Web Access, the Outlook client, or via a mobile device that connects to Exchange.The structure of Communications (Appointments and Tasks) in CRM even supports the more complex organizer / invitee features of Exchange.
There is a simple plug-in component which can, but does not have to be, installed on the client machine. This provides further functionality such as allowing users to file emails, and add new contacts to CRM from the Outlook client. This plug-in can be installed by the user or via an Active Directory Group Policy MSI install.
The synchronization direction, conflict resolution, and logging settings are all managed by the System Administrator, and can be customized to suit your organizations' needs.
See Also:
Sage CRM user assistance PDFs
