Appointment synchronization rules

• The Sync Engine uses the following rules to determine whether calendar items should be synchronized from an enabled Exchange mailbox to Sage CRM:
  • If the organizer of the appointment or meeting is the mailbox owner, the item is synchronized to Sage CRM as a normal Sage CRM appointment.
  • If the organizer is not the mailbox owner, this is an invitee copy of the original meeting. In this case, if the organizer is a Sage CRM Sync User, this invitee copy is not synchronized to Sage CRM. It is ignored and the organizer’s copy is synchronized from the organizer’s mailbox to Sage CRM when the Sync Engine synchronizes with the organizer’s mailbox.
  • If the organizer is not the mailbox owner, this is an invitee copy of the original meeting. In this case, if the organizer is not a Sage CRM Sync User, there's no way to retrieve the organizer’s copy of the meeting. For more information, see Stub appointments.
• The Sync Engine uses the following rules to determine whether calendar items should be synchronized from Sage CRM to the Exchange Server:
  • A single or recurring appointment which satisfies the date range rules is synchronized from Sage CRM to the mailbox of the organizer of the Sage CRM appointment.
  • The Sync Engine instructs the Exchange Server to send out meeting requests, or updates to a meeting, to the relevant invitees on the meeting. A Send Update method pushes the organizer’s copy to all invitees as per normal Exchange/Outlook behavior.
  Sage CRM doesn’t synchronize anything to the invitee mailboxes. It synchronizes to the organizer mailbox and the Exchange Server handles all meeting request operations to ensure the Exchange calendars of all attendees contain the meeting. This means that an appointment or meeting that synchronizes from Sage CRM to Exchange is identical to an appointment or meeting that's created directly in the Exchange mailbox and all complex Exchange Server messaging rules are implemented by Exchange and are not compromised by Sage CRM.