In my demo system I have set up my v7.1 SP2 to work with Office365 and it synchronises OK with Exchange.

I can't comment on the Outlook part of your question though.

Hi,

The Exchange integration will work just fine with Office 365 (Exchange Online). If you want to use the Outlook plugin, then this will only work with the on-premise version of Outlook (not OWA). If you're running v7.1 SP2, then you'll need to use an Outlook 2010 client for the plugin. The plugin doesn't talk to the Exchange server, so it's totally agnostic as to whether you're using Exchange Online or not. Outlook 2013 is supported from v7.2b, due at the end of September.

Thanks,

Rob

Hi,

Sorry I though there was a plug-in that went into Outlook when you used Exchange integration too ( allowing you to mark posts for sync and select contacts for sync, as I read the end user needs to manually select which posts and contacts to sync while tasks and meetings etc. will automatically sync over).

From what you are saying, as the client is using Office 365 there should not be an issue either way.

Hi,

Apologies, I should have mentioned what happens when synching Contacts. By default, the integration will not synch contacts that only exist in Exchange, as there isn't a single contact record on the Exchange side, like there is in CRM. Basically, multiple Exchange users could all have the same contact, but that contact will be stored on each individual user's mailbox on Exchange. You need the Outlook plugin in order to mark contacts so that they will be synched from Exchange to CRM. Contacts in CRM will go seamlessly to the Exchange side. The upshot is that you don't have the plugin in OWA, so contacts that only exist on the Exchange side won't synch to CRM automatically.

Tasks will work fine, as they're owned by a single mailbox. Appointments will synch against the mailbox of the appointment organiser, and will also synch automatically.

With regards to posts - do you mean emails in Exchange? When you file those in CRM from Outlook, a communication record is created in CRM - this is separate from the Exchange integration per se, as the synch doesn't process changes to emails once they're been filed.. Again, if you're only using OWA, you won't have the File E-mail option, so you won't be able to file emails to CRM.

Thanks,

Rob