How to set up Sage CRM Integration with Office 365’s Exchange Online
Part II of this series will focus on configuring the settings in Sage CRM and enabling the Exchange integration. Part I of the series can be found here.
- Login to Sage CRM and browse to: Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management
- Click New
- Enter the information required as below:
Exchange Web Services URL: https://outlook.office365.com/ews/exchange.asmx
Exchange Server Username: [Impersonated User]
Password: [Impersonated User Password]
- Click Save
The integration will now setup the connection
Next we need to enable the users for integration. Click the User Mailbox Management tab.
- Click Change
- Check the Synchronize checkbox for the users that will have exchange integration enabled for them
- Click Save
We have completed the setup of the integration, and the only thing left now is to turn it on.
Browse to Administration -> E-mail and Documents -> Exchange Server Integration -> Synchronization Management and click the Enable button.
The sync will start now and should take a few minutes for the initial sync.
At this point, your Sage CRM and Office 365’s Exchange Online will be complete.