{"id":24332,"date":"2020-07-15T05:39:18","date_gmt":"2020-07-15T05:39:18","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24332"},"modified":"2020-07-15T05:39:21","modified_gmt":"2020-07-15T05:39:21","slug":"integrate-sage-crm-with-microsoft-office-365-part-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/07\/15\/integrate-sage-crm-with-microsoft-office-365-part-2\/","title":{"rendered":"Integrate Sage CRM with Microsoft Office 365 Part-2"},"content":{"rendered":"\n

In our previous blog, we have explained how to enable exchange Integration in Sage CRM<\/a> and set up Application Impersonation in Office 365. In this blog, we will explain configuration settings within Sage CRM.<\/p>\n\n\n\n

Related Post: <\/strong><\/em> Integrate Sage CRM with Microsoft Office 365 Part-1<\/a><\/p>\n\n\n\n

Connect Exchange Server through Sage CRM:<\/span><\/p>\n\n\n\n

  1. Log in to Sage CRM.<\/li>
  2. Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management -> New<\/strong>.<\/li>
  3. Enter the Exchange server details<\/strong> as shown in below screenshot.<\/li><\/ol>\n\n\n\n
    <\/a>\n\n
    Exchange Server details<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    Exchange Web Service URL<\/strong>: Web Service URL of Exchange Server<\/p>\n\n\n\n

    Exchange Server User Name<\/strong>: This is the impersonated user which we used in Office 365 configuration in our previous blog<\/p>\n\n\n\n

    Password<\/strong>: Impersonated user\u2019s password.<\/p>\n\n\n\n

    4. After entering all the above details, click on save button. <\/p>\n\n\n\n

    Once the integration set up the connection with Exchange server, it will show status as shown in below screenshot.<\/p>\n\n\n\n

    <\/a>\n\n
    Exchange Server connection status<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    Enable User for Exchange Integration:<\/span><\/p>\n\n\n\n

    1. Log in to Sage CRM.<\/li>
    2. Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management<\/strong>.<\/li>
    3. Click on \u201cUser Mailbox Management\u201d<\/strong> tab.<\/li>
    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.<\/li><\/ol>\n\n\n\n
      <\/a>\n\n
      User Mailbox management<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

      Enable Exchange Server Synchronization within Sage CRM:<\/span><\/p>\n\n\n\n

      1. Log in to Sage CRM.<\/li>
      2. Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Synchronization Management<\/strong>.<\/li>
      3. Click on Enable button.<\/li><\/ol>\n\n\n\n
        <\/a>\n\n
        Synchronization Management<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

        After enabling\nSynchronization, initial sync will start and it will be completed\nwithin few minutes.<\/p>\n\n\n\n

        In this way, we have completed integrating Sage CRM with Office 365 through Exchange Integration.<\/p>\n\n\n\n

        About Us<\/strong><\/span><\/p>\n\n\n\n

        Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n

        Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

        Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

        For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

        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.\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":[19,45,70,73,131,132,133,156,192,264,332,335,3986,388,389],"tags":[4173,4174,4172,4171,4163,4164,1692,4176,4175],"class_list":["post-24332","post","type-post","status-publish","format-standard","hentry","category-administrator","category-business-email","category-communication","category-configuration","category-email","category-email-inbound","category-email-server","category-file-email","category-integration-sage-crm","category-office365","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sync","category-synchronization","tag-exchange-server","tag-exchange-server-connection","tag-exchange-server-details","tag-exchange-server-integration","tag-integrate-sage-crm-with-microsoft-office-365-part-1","tag-microsoft-office-365","tag-office365","tag-synchronization-management","tag-user-mailbox-management"],"yoast_head":"\nIntegrate Sage CRM with Microsoft Office 365 Part-2 - 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\/15\/integrate-sage-crm-with-microsoft-office-365-part-2\/\" \/>\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-2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog, we have explained how to enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. 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