x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 2 replies
  • Subscribers 74 subscribers
  • Views 181 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
Jamie Bates

Lite Exchange Integration

Posted By

Good Afternoon,

We are trying to synchronise our outlook calendars (2016 32bit) with Sage 200 CRM (version 7.3 SP3.6). This has previously worked but isn't now and we're not too sure on what may have changed. Please do you have any suggestions?

I.e. Putting an appointment in outlook, it won't display on CRM. Filing emails works as expected, just not the calendar sync.

Kind Regards,

Jamie

  • 0

    Using the lite pugin you need to have Exchange Server Integration enabled and set up to synchronise the appointments.

    The classic plugin should synchronise appointments when installed on the client machine

  • 0

    On the back of what Chris said,

    Within Administration -> E-mail and Documents -> Exchange Server Integration -> Synchronisation Management > Make sure Sync Appointments is set to "Yes"

    Also, within Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management > User Mailbox Management > Make sure the user you wish to sync calendars with is selected to synchronize by ticking the box.

*Community Hub is the new name for Sage City