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Getting Started with Exchange Integration
Do I need to install anything to get Exchange Integration working?
No. Your System Administrator sets up the connection to Exchange, enables your mailbox for synchronization, and starts the synchronization process. Data then starts syncing between the selected mailboxes and CRM according to the sync options set up by the System Administrator.
The System Administrator can even automatically install the optional Outlook plug-in, which gives you some extra features. The plug-in can also be installed manually. Your System Administrator will advise you if you need to do this - it is a few simple steps, described here: Installing the Outlook Plug-in for Exchange Integration.
How do I know my mailbox is synchronizing with CRM?
- Your System Administrator has told you.
- You get a notification next time you log on to CRM.
- You may have a tab in My CRM called Exchange Integration Logs.
Does everything in my mailbox synchronize to CRM?
No, that is unlikely. It depends on the sync options selected by the System Administrator. In a typical default set-up, the following data synchronizes:
- Tasks modified within the last 14 days.
- Appointments, where the end date is in the last 14 days, or sometime in the future.
- Recurring appointments, where the end date of the recurrence pattern is in the last 14 days, or sometime in the future.
- Contacts, which are in the My CRM | Contacts list, and contacts in Exchange, which are already linked to CRM.
- Only default calendar, task list, and contact folders are synchronized. Sub- or secondary folders are not included.
See Also:
What is Exchange Integration?
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