Creating a connection to Exchange

You must create a connection from Sage CRM to the Sync Engine and from the Sync Engine to Exchange.

1. Click <My Profile>| Administration | Email and Documents | Exchange Integration | Connection Management.
2. Click New.
3. Complete the Exchange connection fields.
   1. Enter a value in Exchange Web Service URL, Exchange user name, Domain, and Password for an Exchange impersonation user.
   2. Enter a value in CRM user name for the Sage CRM user with full administrator rights who is used to communicate between Sage CRM and the Sync Engine.
   3. To deploy the Sync Engine remotely, select No in Use default Sync Engine location and select the checkboxes. For more information, see Deploying the Sync Engine on a remote server.
4. Click Save.
5. Click Continue. The Exchange Connection and User Mailbox Management tabs are displayed.
6. Select the user mailboxes that you want to enable for synchronization and review the synchronization options. For more information, see Enabling user mailboxes for synchronization and Synchronization management fields.