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Announcement!
This is a notification for product news or an alert. If you have a question, please start a new discussion
Melissa Wilson

Now available! Sage CRM and Microsoft Exchange Online Integration patches for Sage CRM 2023 R2 and 2022 R2

Posted By

We are pleased to announce that the Exchange Online Integration patch is now available for all currently supported versions of Sage CRM for the North America region.

  • Available today, March 26, 2025: Sage CRM 2023 R2.4 & Sage CRM 2022 R2.6

Current Functionality

  • Synchronization: Appointments, tasks, and contacts sync automatically between Sage CRM and Exchange without user intervention.
  • Continuous Sync: Synchronization continues even when Outlook clients are closed.
  • Supported Platforms: Works with Outlook Client, Outlook Web Access, and mobile devices connected to Exchange.

Key Changes (Migration to Microsoft Graph API)

Following Microsoft's removal of the Application Impersonation Role in Exchange Online (February 2025), Sage CRM has transitioned from Exchange Web Services (EWS) to the Microsoft Graph API to ensure continued functionality.

What This Means for You

  • If you are using Sage CRM with Microsoft Exchange On-Premise, this change does not impact you.
  • If you are using Sage CRM with Microsoft Exchange Online, you will have experienced connectivity issues due to Microsoft’s changes.

The new patches restore Exchange Online integration with improved security and compatibility.

Key Changes in the Patch

  • Bi-directional synchronization of appointments is maintained and prioritized.
  • "Import Emails and Contacts" replaces the previous contact synchronization feature.
  • Task synchronization will be introduced in Sage CRM 2025 R1 or a future patch.

This transition aligns Sage CRM’s integration with Microsoft’s evolving security model while ensuring uninterrupted functionality. 

For North America customers, these patches can be found in the Sage Knowledgebase article Sage CRM Hotfix Downloads. If you are prompted to log in, enter your Customer Portal Username and Password, and then click Log in. 

Important Notes: 

  • If you have trouble downloading, clear your cache and cookies, or use incognito mode in your browser.
  • These patches apply to Sage CRM standalone and when integrated with Sage 100 and/or Sage 300.

Need help?
Visit  www.Sage.com/Resources  for options, including links to Sage Knowledgebase, Community Hub, Sage University, and Sage Year-end Center, as well as Chat and Online Case submission.

*Community Hub is the new name for Sage City