About Exchange Integration

Sage CRM Exchange Integration is an integration between Sage CRM and Microsoft Exchange Server. Appointments, tasks, and contacts can be synchronized between Sage CRM and Exchange Server. There is no synchronization to individual Outlook clients. The synchronization runs automatically in the background. This functionality is supported if you're working in the Outlook client, Outlook Web Access, or using a mobile device that connects to Exchange.

If Exchange Integration is set up, your system administrator can install the optional Lite Outlook Plugin or you can install it yourself. The plugin lets you add Outlook 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 Installing the Lite Outlook Plugin.

Your system administrator sets up the connection to Exchange and enables your mailbox for synchronization. The system administrator also configures the synchronization direction, conflict resolution, and logging settings, and starts the synchronization process. When your mailbox is synchronizing with Sage CRM, a notification is displayed when you log on to Sage CRM and a tab called Exchange Integration Logs is displayed in My CRM. For more information, see Reviewing Exchange Integration logs.