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Vega

Exchange online (Office 365) configuration

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I have a CRM system that is 2018 R3. I need to configure it to work with Office 365 and Exchange online. I have enabled Exchange integration in system behaviour. Does the customer need to do anything with their Exchange configuration to enable this? In my experience, what is said in the help files rarely matches with what I have on the screen when screen sharing with the customer because Microsoft change things all the time.

If I go into connection management, all I need from them is the Exchange web service URL and the Exchange user name and password and the domain. It's the stuff they need to do to their Exchange that I am unclear on. Any suggestions?

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    HI Vega

    Within Exchange Online, the account that you're using to connect (e.g. [email protected]) will need to be granted the Application Impersonation role. This allows the account to then access other user's Exchange profiles in order to synchronise diaries. 

    Note: From the second part (date TBC) of this year Microsoft will be removing 'Basic Authentication' from Exchange Online and will require connections like this to use OAuth 2. Which was introduced into CRM v2020 R2. So you may get this working now in 2018 R3, but when Basic Authentication gets turned off it will stop working until they upgrade

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