{"id":24320,"date":"2020-07-08T05:37:18","date_gmt":"2020-07-08T05:37:18","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24320"},"modified":"2020-07-08T05:37:20","modified_gmt":"2020-07-08T05:37:20","slug":"integrate-sage-crm-with-microsoft-office-365-part-1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/07\/08\/integrate-sage-crm-with-microsoft-office-365-part-1\/","title":{"rendered":"Integrate Sage CRM with Microsoft Office 365 Part-1"},"content":{"rendered":"\n

Sage CRM<\/a> Integration with Microsoft Office 365 automates data synchronization between Sage CRM and Exchange server. Integration syncs appointments, tasks, and contacts from Sage CRM to Office 365 and vice-versa. Many companies are now moving to cloud-based email solutions and they have implemented Office 365 as an email system. When Sage CRM integrated with Classic Outlook, the synchronization needs to be done manually. But, if we integrate Sage CRM with Office 365 using Exchange Integration synchronization takes place automatically within a specific interval of time, which reduces manual work.<\/p>\n\n\n\n

New Post<\/strong>: Troubleshooting Tomcat Issues \u2013 Part 2<\/a><\/p>\n\n\n\n

Sage always focuses on the customer’s priority. Sage CRM customers who are using Office 365 are asking for Exchange integration with it. So, in this blog, we will explain how to integrate Sage CRM with Office 365. For this integration, you have to make sure that you are having an Administrator account of Office 365, which will help us for configuring the email system and user accounts. Let\u2019s follow the below steps to do the integration.<\/p>\n\n\n\n

Enable Exchange Integration in Sage CRM<\/strong>:<\/p>\n\n\n\n

  1. Login to Sage CRM.<\/li>
  2. Go to Administration-> System -> System Behavior<\/strong>.<\/li>
  3. Set \u201cUse Exchange Server Integration\u201d <\/strong>to \u201cYes\u201d.<\/li><\/ol>\n\n\n\n
    \n\"Exchange<\/a>\n\n
    Exchange Server Integration<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    Set up Application Impersonation for User in Office 365<\/strong>:<\/p>\n\n\n\n

    We need to set up Application Impersonation <\/strong>for the user we will be using for exchange integration. For this follow below steps.<\/p>\n\n\n\n

    1. Log into your Office 365 account with administrator user.<\/li>
    2. Go to Exchange Admin Center.<\/li>
    3. Navigate to Permissions > Admin roles. Click \u201c+\u201d sign, to add new role.<\/li>
    4. In the role group dialog box provide a name for your Role Group.<\/li>
    5. Under Role click the \u201c+\u201d icon to add a Role.<\/li>
    6. Select \u201cApplication Impersonation\u201d, click \u201cAdd\u201d and then click OK.<\/li>
    7. Under Members click the \u201c+\u201d icon to add a new member to the Role Group. This user will need to have a working mailbox, as well.<\/li>
    8. Click Save.<\/li><\/ol>\n\n\n\n
      \n\"Group<\/a>\n\n
      Group Configuration<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

      In this way, we can enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. In our next blog, we will explain how to use the Impersonate user to set up the integration in Sage CRM.<\/p>\n","protected":false},"excerpt":{"rendered":"

      Sage CRM Integration with Microsoft Office 365 automates data synchronization between Sage CRM and Exchange server. Integration syncs appointments, tasks, and contacts from Sage CRM to Office 365 and vice-versa. Many companies are now moving to cloud-based email solutions and they have implemented Office 365 as an email system. When Sage CRM integrated with Classic\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,70,131,132,133,264,276,332,335,3986],"tags":[4168,4166,4163,4164,4165,4167],"class_list":["post-24320","post","type-post","status-publish","format-standard","hentry","category-administrator","category-communication","category-email","category-email-inbound","category-email-server","category-office365","category-outlook-integration","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","tag-application-impersonation","tag-exchange-integration-in-sage-crm","tag-integrate-sage-crm-with-microsoft-office-365-part-1","tag-microsoft-office-365","tag-sage-crm-to-office-365","tag-use-exchange-server-integration"],"yoast_head":"\nIntegrate Sage CRM with Microsoft Office 365 Part-1 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/07\/08\/integrate-sage-crm-with-microsoft-office-365-part-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integrate Sage CRM with Microsoft Office 365 Part-1 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Integration with Microsoft Office 365 automates data synchronization between Sage CRM and Exchange server. 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