Enabling user mailboxes for synchronization

You must select the Sage CRM user mailboxes that you want to synchronize with Exchange. Exchange Integration does not support synchronization with public mailboxes or with mailboxes that have been exposed to an Exchange Server through Federation Trust.

Exchange Integration does not use users' licenses when carrying out a synchronization, so the number of users enabled for the integration can be greater than the number of concurrent licenses.
  1. Click <My Profile> | Administration | Email and Documents | Exchange Server Integration | Connection Management.
  2. Click the User Mailbox Management tab. A list of all Sage CRM users (excluding Disabled, Deleted, Resource users, or any users without an email address) is displayed.
  3. Click Change. This button is displayed only if the synchronization process is disabled.
  4. Select the Synchronize checkbox beside the user mailboxes that you want to synchronize with Exchange. We strongly recommend that you enable all Sage CRM users for Exchange synchronization to ensure a seamless integration. Synchronization does not occur until the synchronization is enabled.
  5. Click Save. The Sync Engine checks the connection to the user mailboxes through the impersonation user.
    • Where a connection to a mailbox is successful, an Enabled icon is displayed in the Synchronization column.
    • Where a connection to a mailbox is unsuccessful, a Failed icon is displayed in the Synchronization column.
    • If two email addresses in Sage CRM map to one primary email address in Exchange, the first connection is successful but the second connection is successful. See the log files for more information about failed connections.