Enabling Exchange Integration

When you've enabled Exchange Integration, you should avoid disabling it and re-enabling Classic Outlook Integration. If you must disable Exchange Integration, you should do so under guidance from a Sage CRM support professional only.

1. Click <My Profile> | Administration | System | System Behavior.
2. Click Change.
3. Select Yes from Use Exchange Server Integration.
4. Click Save.

When Exchange Integration is enabled, several things happen in Sage CRM.

• The Exchange Server Integration menu option is displayed in <My Profile> | Administration | Email and Documents.
• The Synchronize with Exchange Server checkbox and Show Exchange Server Integration Logs field are displayed in <My Profile> | Administration | Users | Users | <user>. For more information, see User fields.
• Classic Outlook Integration fields are no longer displayed in <My Profile> | Administration | Users | User Configuration. For more information, see User Configuration fields.
• The Install / Re-install Classic Outlook Integration button and Full Menu In Outlook field are no longer displayed in <My Profile> | Preferences.
• Users can no longer work with Classic Outlook Integration.
• Records linked to Outlook clients through Classic Outlook Integration are no longer synchronized.