Exchange Server connection fields

Field	Description
Exchange Type	Select the type of Exchange to which you want to connect.
Application (client) ID	Enter the application (client) ID you were provided with when registering Sage CRM in Azure Active Directory. For details, see Configuring OAuth 2.0 for Exchange Online (Office 365).
Exchange Web Service URL	Exchange Web Services (EWS) URL of Exchange Server or Exchange Online. HTTP and HTTPS are supported. For example, https://myserver/ews/exchange.asmx You must enter the the correct EWS endpoint, and not the link to the EWS WSDL definition file. To use Office 365, enter https://outlook.office365.com/EWS/Exchange.asmx Note: Use this tool to test your EWS connection: https://testconnectivity.microsoft.com
Exchange Server User Name	User name of a Windows Exchange Server mailbox that has access to the mailboxes at the EWS endpoint that you want to synchronize with. This is Exchange Server exposed by the EWS API.
Domain	Windows domain of the Exchange Server account specified in Exchange Server User Name.
Password	Password of the Exchange Server account specified in Exchange Server User Name.
CRM User Name	User name of the Sage CRM user with full Administrator rights that's used to communicate between Sage CRM and the Sync Engine.
Use Default Sync Engine Location	When the connection is saved and established, the Sync Engine is deployed by default to %ProgramFiles(x86)%\Sage\CRM\<InstallName>\Tomcat\Webapps directory of the Sage CRM installation. To deploy the Sync Engine in an alternative location, set this field to No. For more information, see Deploying the Sync Engine on a remote server. If you change the default port for Sage CRM on IIS to any port other than port 80, and want to set up Exchange Integration, you must set this field to No and enter the server name and port number separated by a colon(:) in Sync Engine Location.
Sync Engine Location	The SData URL of the remotely deployed server. This field is displayed only if you set Use Default Sync Engine Location to No.
Outlook Plugin Version	A read-only field that displays the version of the Lite Outlook Plugin used with Exchange Integration.
Allow Users to Manually Install Plugin	Yes displays the Install Lite Outlook Integration button in <My Profile> \| Preferences. This button allows users who've been set up to synchronize with Exchange to install the Lite Outlook Plugin. No hides the button. Select this if you don't want users to access the plugin or if you want to install the plugin using MSI/Active Directory Group Policy. For more information, see About Lite Outlook Integration.
Allow Non-Organizers to Edit Linked Organizer Appointments	Yes allows users with the appropriate security/territory rights to edit appointments in Sage CRM which are linked to appointments in the organizer mailbox. No allows only the (Exchange) organizer of the appointment to edit the appointment in Sage CRM.
Logging Level	Full logging writes all errors, skipped items, conflicts, and all other logging regarding the synchronization to the log files. Log files are saved in: ..\Program Files\Sage\CRM\[Install Name]\Logs\Exchange Integration. You can view log files in <My Profile> \| Administration \| Email and Documents \| Exchange Integration \| Logging. Users with rights to view their own log files can view them in My CRM \| Exchange Integration Logs. For more information, see Working with Exchange Integration logs.
Send updates to past appointments	Yes sends an update to all attendees of a meeting that occurred in the past whenever a user makes a change to the meeting information.

Exchange Type

Select the type of Exchange to which you want to connect.

Application (client) ID

Enter the application (client) ID you were provided with when registering Sage CRM in Azure Active Directory. For details, see Configuring OAuth 2.0 for Exchange Online (Office 365).

Exchange Web Service URL

Exchange Web Services (EWS) URL of Exchange Server or Exchange Online. HTTP and HTTPS are supported. For example, https://myserver/ews/exchange.asmx

You must enter the the correct EWS endpoint, and not the link to the EWS WSDL definition file. To use Office 365, enter https://outlook.office365.com/EWS/Exchange.asmx

Note: Use this tool to test your EWS connection:

https://testconnectivity.microsoft.com

Exchange Server User Name

User name of a Windows Exchange Server mailbox that has access to the mailboxes at the EWS endpoint that you want to synchronize with. This is Exchange Server exposed by the EWS API.

Domain

Windows domain of the Exchange Server account specified in Exchange Server User Name.

Password

Password of the Exchange Server account specified in Exchange Server User Name.

CRM User Name

User name of the Sage CRM user with full Administrator rights that's used to communicate between Sage CRM and the Sync Engine.

Use Default Sync Engine Location

When the connection is saved and established, the Sync Engine is deployed by default to %ProgramFiles(x86)%\Sage\CRM\<InstallName>\Tomcat\Webapps directory of the Sage CRM installation. To deploy the Sync Engine in an alternative location, set this field to No. For more information, see Deploying the Sync Engine on a remote server.

If you change the default port for Sage CRM on IIS to any port other than port 80, and want to set up Exchange Integration, you must set this field to No and enter the server name and port number separated by a colon(:) in Sync Engine Location.

Sync Engine Location

The SData URL of the remotely deployed server. This field is displayed only if you set Use Default Sync Engine Location to No.

Outlook Plugin Version

A read-only field that displays the version of the Lite Outlook Plugin used with Exchange Integration.

Allow Users to Manually Install Plugin

Yes displays the Install Lite Outlook Integration button in <My Profile> | Preferences. This button allows users who've been set up to synchronize with Exchange to install the Lite Outlook Plugin.

No hides the button. Select this if you don't want users to access the plugin or if you want to install the plugin using MSI/Active Directory Group Policy. For more information, see About Lite Outlook Integration.

Allow Non-Organizers to Edit Linked Organizer Appointments

Yes allows users with the appropriate security/territory rights to edit appointments in Sage CRM which are linked to appointments in the organizer mailbox.

No allows only the (Exchange) organizer of the appointment to edit the appointment in Sage CRM.

Logging Level

Full logging writes all errors, skipped items, conflicts, and all other logging regarding the synchronization to the log files.

Log files are saved in: ..\Program Files\Sage\CRM\[Install Name]\Logs\Exchange Integration.

You can view log files in <My Profile> | Administration | Email and Documents | Exchange Integration | Logging.

Users with rights to view their own log files can view them in My CRM | Exchange Integration Logs.

For more information, see Working with Exchange Integration logs.

Send updates to past appointments

Yes sends an update to all attendees of a meeting that occurred in the past whenever a user makes a change to the meeting information.