Exchange Integration overview
Sage CRM Exchange Integration is an integration between Sage CRM and the Exchange server. There is no synchronization to individual Outlook clients. The synchronization runs in the background and does not require user triggers; it continues even when Outlook clients are closed. A single, impersonated Exchange user is used to access all users’ mailboxes so different credentials are not required for each mailbox.
Appointments, tasks, and contacts can be synchronized between Sage CRM and Exchange Server. This functionality is supported if the user is working in the Outlook client, Outlook Web Access, or using a mobile device that connects to Exchange. For example, if a sales manager schedules meetings for field sales people in Sage CRM, the sales people receive information about the meetings on their smart phones without needing to synchronize or open their laptops and launch Outlook desktop client. This means that vital Sage CRM information is available in real-time to users who are on the move.
The optional Lite Outlook Plugin can be installed on the client machine to allow users add contacts to Sage CRM from the Outlook client, file single or multiple Outlook emails to one or more Sage CRM records, and attach Sage CRM shared documents to Outlook emails. For more information, see About Lite Outlook Integration. Each user must install the plugin manually.
How to enable Exchange Integration
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Back up the Exchange Server before integrating with Sage CRM. |
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Ensure you are using a version of Exchange Server with access to the EWS API that supports impersonated users. |
See the 2022 R1 Hardware and Software Requirements on the Sage CRM Help Center. |
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Expose the EWS virtual directory so an impersonated user can read the schema from the EWS endpoint. |
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Set up an Exchange impersonated user mailbox to access the mailboxes of other Exchange users. |
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Enable Basic authentication so Exchange Integration can access Exchange data. |
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Create a connection from Sage CRM to the Sync Engine and from the Sync Engine to Exchange Server so data can be synchronized between applications. |
How to use the Lite Outlook Plugin with Exchange Integration
Lite Outlook Integration lets users add contacts to Sage CRM from the Outlook client, file single or multiple Outlook emails to one or more Sage CRM records, and attach Sage CRM shared documents to Outlook emails. Lite Outlook Integration does not synchronize any data between Outlook and Sage CRM. For this reason, it should be used with Exchange Integration.
In order to use Lite Outlook Integration, a user must download and install a plugin on the Outlook client machine. The plugin works on both 32-bit and 64-bit machines. As a system administrator, you can enable Lite Outlook Integration and display the plugin button so the user can manually install the plugin. As an alternative to letting users manually install the Lite Outlook Plugin, you can use Group Policy to deploy the plugin to client machines and then hide it from specific users. For more information, see About Lite Outlook Integration.
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Specify in Exchange Server settings that the Install Lite Outlook Integration button is displayed. This button lets users download and install the Lite Outlook Plugin. |
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If you're using Sage CRM over HTTPS, or you're using a non-standard port, you might need to change the default port used by the Lite Outlook Plugin installer. |
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Enable logging for Lite Outlook Integration so you can view and resolve errors. |
How to synchronize Exchange and Sage CRM
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| Select the Sage CRM user mailboxes that you want to synchronize with Exchange. | |
| Change the rules that are used to synchronize data between Sage CRM and Exchange to suit your particular business requirements if necessary. | |
| Enable Exchange Integration | |
| Enable Exchange synchronization | |
| View synchronization logs to find out more about synchronization errors and how to resolve them. |
