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cchambers@crmsystems.net

Continued Sage CRM/Exchange integration issues

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Hello,

We have a client on Sage CRM 2022 R2.7 and after applying two hotfixes for this, the Exchange integration has been on and off today.

One KB article recommended setting http hostname to * in IIS bindings, and this appeared to cause the Exchange sync to work for a half hour, but is now offline again with the following error in Administration → E-mail and Documents → Exchange Server Integration → Synchronization Management, "CRM was unable to connect to the Sync Engine. Please Refer to your Exchange Server Integration Configuration Guide". 

Can anyone advise the latest on this issue?

Thank you,

Colin Chambers

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  • 0
    SUGGESTED

    After the latest patch for 2022R2.7, it should work fine unless there is something missing in the configuration. Remember that, with the  new Exchange  integration, each user needs to be authenticated by Microsoft. 

    Every Sage CRM user for whom the Exchange Sync is needed must do the following:

    1. Logout of their Microsoft Exchange account( outlook web).
    2. Clear the browser cache by selecting ALL TIME.
    3. Login to Sage CRM.
    4. Go to <My Profile> | Preferences.
    5. Select Connect to Email Account or Switch Email Account.
    6. Enter the email account details when prompted and validate if required.
    7. Click Continue.

    If the issue still persists, then create a case with your local Sage Support.

Reply
  • 0
    SUGGESTED

    After the latest patch for 2022R2.7, it should work fine unless there is something missing in the configuration. Remember that, with the  new Exchange  integration, each user needs to be authenticated by Microsoft. 

    Every Sage CRM user for whom the Exchange Sync is needed must do the following:

    1. Logout of their Microsoft Exchange account( outlook web).
    2. Clear the browser cache by selecting ALL TIME.
    3. Login to Sage CRM.
    4. Go to <My Profile> | Preferences.
    5. Select Connect to Email Account or Switch Email Account.
    6. Enter the email account details when prompted and validate if required.
    7. Click Continue.

    If the issue still persists, then create a case with your local Sage Support.

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