CRM/Exchange synchronisation applies to CRM and Exchange appointments and results in the following functionality:

When an appointment is created, edited, or deleted by a user in CRM, a corresponding appointment is automatically created, edited, or deleted in Exchange.

When an appointment is created, edited, or deleted by a user in Exchange (Outlook user), a corresponding appointment is automatically created, edited, or deleted in CRM.

Exchange synchronisation works by synchronising CRM users with Exchange users, then installing scripts on the Exchange server and activating a table script on the Communications Table each time an appointment is scheduled. A connection must exist between the CRM server and the Exchange server for this to happen, so both servers must exist on the same domain or have a trust relationship.

The synchronisation functionality is available for appointments only.

The following diagram illustrates CRM/Exchange synchronisation component interaction.

For further information about CRM/Exchange integration please click here to download the Sage CRM Exchange Synchronistion Guide.

To discuss Sage CRM in more detail please contact one of our product specialists on 01491 870 100 or email us at sales@serversys.com