Synchronizing contacts from Sage CRM to Exchange

You must flag the Sage CRM contacts that you want to synchronize.

  1. Click My CRM | Contacts.
  2. Click Add Contacts and search for the contacts you want to synchronize.
  3. Select the required contacts. You can use Select/Deselect All to select all returned contacts. Click any subject heading except Remove Contact to sort contacts.
  4. Click Add Contacts.
  5. To add a specific group of contacts, click Add Group Of Contacts and click the group.
  6. You can open a person record and click Add to My Contacts to add the person to the Contacts tab.
  7. After the next synchronization, open the Contacts folder in Outlook and verify that it includes the contacts from Sage CRM. These contacts are tagged with the CRM Contact category. Double-click the contact in Outlook to view the category.
When a contact is added from Sage CRM to an Exchange mailbox, deduplication takes place against Company Name and person's First Name, Middle Name, and Last Name. These values must match (this includes matching a "blank" for non-mandatory fields) for the contact to be considered a duplicate. If this happens, a link is established to the contact in Exchange.