Synchronized calendar data

Appointments are synchronized between Sage CRM and the default Exchange calendar only. Appointments are not synchronized between Sage CRM and any secondary Exchange calendars. The Sync Engine synchronizes the following calendar items between Sage CRM and Exchange if appointments are set to synchronize bi-directionally.

• All single (non-recurring) appointments and meetings that have not yet synchronized and have an End Date within the last 14 days or at any date in the future from the time the synchronization occurs.
• All recurring appointments that have not yet synchronized and where the end date of the recurrence pattern of the master occurrence is within the last 14 days or at any date in the future from the time the synchronization occurs.
• All single and recurring appointments that have already been synchronized and have been modified in either system since the last synchronization occurred.
• All single and recurring appointments that have already been synced and have been deleted in either system since the last synchronization occurred are deleted in the other system.
• During synchronization, private appointments in Sage CRM become private appointments in Exchange and visa versa.
• All required and optional attendees (including resource users, but excluding the organizer) whose email address matches a Sage CRM user email address and whose Response is Accepted, Tentative or Unknown, appear as Sage CRM users in the User selection list on the Sage CRM appointment. The appointment in Sage CRM is linked to the Sage CRM users.
• Any attendees whose email address matches a Sage CRM user email address and whose Response is Declined is not added to the appointment in Sage CRM.

Some calendar items cannot be synchronized between Sage CRM and Exchange.

• The following are not synchronized from Exchange to Sage CRM:
  • Recurring appointments with no end date.
  • Recurring appointments where the number of occurrences in the series exceeds the maximum number of allowable occurrences in Sage CRM. You can configure this number.
  • Yearly recurring appointments where a relative day of the week has been specified in the recurrence pattern. For example, day, weekday, or weekend-day.
• The following are not synchronized from Sage CRM to Exchange.
  • Single or recurring appointments where the organizer of the appointment has not been configured to synchronize with Exchange.
  • Recurring appointments with a daily recurrence pattern of “occurs every…”. This type of recurrence pattern is available in Sage CRMprior to Exchange Integration only.