Sage CRM Integration with Microsoft 365 Exchange Setup

Products

Sage CRM

Country

North America

Description

Learn how to setup Sage CRM Integration with Microsoft 365’s Exchange.
The Integration has 2 parts , part one is on O365 configuration and part two is CRM configuration.

Resolution

How to set up Sage CRM Integration with Microsoft 365
A-O365 configuration

  1. create a mailbox on O365 for CRM (ex: SageCRM)
  2. setup application impersonation permissions for the created mailbox
    • Log into your Microsoft 365 portal
    • Launch the Exchange Admin Center
    • Browse to Permissions > Admin roles.
    • Click the “+” sign to add a new role.
    • In the role group dialog box Provide a name for your Role Group (i.e., “SageCRM Exchange Integration”).
    • Under Role click the “+” icon to add a Role.
    • Select “Application Impersonation”, click “Add” and then click OK
    • Under Members click the “+” icon to add a new member to the RoleGroup. Add the mailbox created earlier ((ex: SageCRM))
    • Click Save.

B-CRM configuration

  1. Enable Exchange integration in Sage CRM
    • Go to Administration-> System -> System Behavior
    • Change Use Exchange Server Integration: to YES
  2. Configure Exchange integration
    • Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Connection Management
    • Click New
    • Enter the information required :
    • Click Save
    • The integration will now setup the connection
  3. Enable the users for integration
    • Click the User Mailbox Management tab.
    • Click Change
    • Check the Synchronize checkbox for the users that will have exchange integration enabled for them
    • Click Save
  4. Enable Synchronization management
    • Go to Administration -> E-mail and Documents -> Exchange Server Integration -> Synchronization Management and click the Enable button.
    • The sync will start now and should take a few minutes for the initial sync. At this point, your Sage CRM and Microsoft 365’s Exchange integration will be complete