In our previous blog, we have explained how to enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. In this blog, we will explain configuration settings within Sage CRM.
Related Post: Integrate Sage CRM with Microsoft Office 365 Part-1
Connect Exchange Server through Sage CRM:
- Log in to Sage CRM.
- Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management -> New.
- Enter the Exchange server details as shown in below screenshot.
Exchange Web Service URL: Web Service URL of Exchange Server
Exchange Server User Name: This is the impersonated user which we used in Office 365 configuration in our previous blog
Password: Impersonated user’s password.
4. After entering all the above details, click on save button.
Once the integration set up the connection with Exchange server, it will show status as shown in below screenshot.
Enable User for Exchange Integration:
- Log in to Sage CRM.
- Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management.
- Click on “User Mailbox Management” tab.
- Click on Change button and click on the Synchronize checkbox against users for whom Exchange Integration you want to enabled integration and click on save button.
Enable Exchange Server Synchronization within Sage CRM:
- Log in to Sage CRM.
- Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Synchronization Management.
- Click on Enable button.
After enabling Synchronization, initial sync will start and it will be completed within few minutes.
In this way, we have completed integrating Sage CRM with Office 365 through Exchange Integration.
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