How are people going with the new Exchange Integration patch?

We have a site that has been without integration for a while now. The recent R2.7 patch for 2022 hasnt resolved the issue. It connects for some users but there are massive issues with synchronisation. Things like a user creating an appointment and it synchronising to a different user's Exchange profile.

null pointer exceptions being thrown from SageExchangeService.createItem(SageExchangeService.java:1195).

It's been a nightmare. How's everyone else doing?

We're on v2024 R2.2 and the recent patch has fixed the issues we were having (though just missing the Task Sync). Admittedly I haven't tried the 2022 version yet. 

Same issues here. Many mail have been sent by the sync to my customers, for appointment since 2022 ..  appointment synchronising to a different user's Exchange profile too .. I'm on 2024 R2.2

Opened a case to the Sage support, but I know that she can't do anything except sending my request to Dublin ..

So, I don't know if I must reactivate sync to my customers ?

If the appointments are synching to the wrong account could that be due to the wrong credentials being used or being in the cache?

To ensure your Sage CRM system correctly connects to your Microsoft Exchange Online email, it is essential that you carefully follow the steps in the guide in full. Skipping steps—particularly clearing the browser cache—can result in unsuccessful connections or display outdated information.

SageCRM_Patch_2024R2.2_ReadMe.pdf

With CRM 2024 R2.2 we removed all mailboxes from synchronising and disable the integration. 

I then have to remote to the user, and from them remote to the Sage server. Then I do these steps

- Reach CRM using local host (e.g. http://localhost/crm)
- Get the user to log into CRM
- Go to My CRM / Preferences
- Click on Link/Switch Email Account
- This triggers them to enter in their email address, password and also triggers the authenticator code 
- Once they have authenticated themselves I log them out 

- As admin I then log into CRM (from my own machine is fine at this point) 
- Add them to the sync list
- Enable the Exchange Integration

This whole process is very annoying as admin I have to remote to the user, then remote then onto the server, just so I can use localhost in CRM and have them authenticate themselves. We have 150 users, fortunately only a small number of that want their diaries synchronised. 

Well, 2 questions :

- If we are in https, must I remote the user on the server for their connexion in Pref ?

- If I re do all the process, the appointment on wrong user will be back on the good one ?

To your first - yes. These are the steps as per Sage support, as you need to access CRM as 'Localhost' which can only be done on the server

To your second - No, the appointments won't jump between users, within CRM it is holding the Outlookid for that appointment. There are several tables you could adjust (e.g. to delete out the the OutlookID) and it will then sync the appointment to right person. but it has been a while since I did that and would need to go hunting for the right info. 

Best to say that for ease, anything new should appear under the correct calendar. So to be sure test with one or two users first to be sure. 

It would be great if someone can tell me how to re sync appointment for a specific since a specific date. Our calender are done for the 3 next months.. I presume it will be in EcngSyncResource table maybe join with communication and com_link. But I'm scared when I see column with "tick" things 

HI, I have asked the question to my support who will transmit it to Dublin but maybe someone can have an idea. Can we, start à new sync with office 365 starting only on a specific date ? I know we don"t have anything like this in the CRM UI, but maybe with some SQL queries in the differents sync tables ?

I'm asking this, because I've almost loosed all appointments in my crm calendar, and I can't take this risk again.

The only option I'm aware of is the 'Send update for Past Appointments = Yes/No" so setting it to No, would only deal with items in future.

Look forward to seeing what they come back with for you. 

Hi Matthew, I don't see this option in my Sync options (french version)

Maybe in the custom_sysparams ?

ok found it in the sync tables

but it was already on 'N'

That because it is under the settings bit that control what synchronises, rather than the connection details bit 

I've tried again to sync only my calender, either with the Send update for Past Appointments option on NO, it still send confirmation on very old meeting (2020) to my customer. I've set my sync on CRM -> Office 365 only ...

I've tried again to sync only my calender, either with the Send update for Past Appointments option on NO, it still send confirmation on very old meeting (2020) to my customer. I've set my sync on CRM -> Office 365 only ...

Hi all, does any know how to sync only new appointements ? no futur or past, but only new created appointment from a spécific date ? Maybe with some update in tables ?

I really need this sync but don't want to loose my all calendars

Thanx alot