Integrate Sage CRM with Microsoft Office 365 Part-2

By | July 15, 2020

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:

  1. Log in to Sage CRM.
  2. Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management -> New.
  3. Enter the Exchange server details as shown in below screenshot.
Exchange Server details
Exchange Server details

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.

Exchange Server connection status
Exchange Server connection status

Enable User for Exchange Integration:

  1. Log in to Sage CRM.
  2. Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management.
  3. Click on “User Mailbox Management” tab.
  4. 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.
User Mailbox management
User Mailbox management

Enable Exchange Server Synchronization within Sage CRM:

  1. Log in to Sage CRM.
  2. Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Synchronization Management.
  3. Click on Enable button.
Synchronization Management
Synchronization Management

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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Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.