Sage CRM

We have just received the following email from Microsoft, will this affect the Sage CRM Exchange sync? We are announcing the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. When this will happen…

Microsoft have recently announced the following: Today, we are announcing that on October 1, 2026, we will start blocking EWS requests from non-Microsoft apps to Exchange Online. https://techcommunity.microsoft.com/t5/exchange-team-blog/retirement-of…

This Sage City post regarding Outlook plugins and CRM 2022.R2: https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/sage-crm-2022-r2-ux-improvements---outlook-plugin-replacement---new-email-and-contact-import…

Hello, We are trying to set up CRM Email Manager with OAuth 2.0 and Exchange 365 Email Manager is working fine with classic Authentification but we cannot rid of this error with OAuth 2.0 : "Exception connecting to mail Server : Logon Failure :…

I have an issue at a client where recurring appointment revert back to the original synced from Exchange 365: For example you would link the company and person in the appointment, choose the action etc, then after a sync or two the company and person…

Hello, We use Exchange Synchronization but the syncengine stops working intermittently at night around 1 AM ... The synchronization then starts to work again when we restart Tomcat service. This post looks similar. Here are the logs : exchangesyncengine…

Hola, buenos días. Despues de configurar el Exchange, el Azure Active directory y el Sage CRM tal y como dice este manual: https://help.sagecrm.com/pdf/2020R2/SageCRM_2020R2_ReleaseNotes_ES.pdf No me funciona tengo estos errores en los buzones…

Hi All, I am having trouble with an Exchange integration; it is all related to the OAuth method of authentication now that basic authentication has been removed. I have managed to set up e-mail out, with which I needed to establish the OAuth connection…

Hi Many moons ago, setting up emailing from CRM was easy. Most people used Internal SMTP and it worked. I didn't because I felt that was only good for demo purposes. I used CDONTS. All that required was installing SMTP service in Windows and then configuring…

We have a customer who has a sales admin team that books appointments in SageCRM on behalf of their engineers to go on site and the assigned engineer can change regularly When creating an appointment in SageCRM without Exchange integration enabled an…

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…

I have been advised by a customer's IT that they are moving the existing Online Exchange to another which will require changing the EWS URL. They have confirmed that all the mailboxes etc are all being migrated like for like. The Exchange integration…

Hello, Does somebody know an extension to the exchange integration allowing to automatically link the communication to a person or a company based on participant's mail address? Thanks, Matt

Does the Exchange Integration component of SageCRM work with Exchange Online (part of Office 365)?

Hi, I successfully set up Exchange Integration on Sage CRM 2017 R1, and then enabled the synchronization. However, the Current Sync State field stays at "Waiting to Sync" and no synchronization event is even triggered. Exchange Sync Engine log shows…

Hi, I have CRM 8.1 and i would like to activate the Outlook integration ; the installation has successfully completed, but the outlook plugin in "REGEDIT" is unavailable (see a picture). In the outlook Complement COM, the ACCPAC CRM Addin for Outlook…

Hello, I need to enable Exchange Server Integration in Sage CRM 7.3 in the system behavior but the option is set to "no" and the field is read only. By following a manual and couple of articles, I found out that it is not recommended to change this…

Hi all, I'm posting this here as we have here a serious issue with phone numbers in an Exchange integration context and it has already been raised to our local support and reached the development level in Ireland a few month ago with no solution.…

I am wondering what the process is here to redeploy the outlook plugin via active directory group policy for an updated version. We recently upgraded from 7.2 to 7.3a. Any information would be helpful. Regards Josh

I've been trying to set up exchange integration but I've run into a road block. I'm unsure of what the problem could be and am looking for some help. I've got a connection set up and its connected to the EWS web service and sync engine and mailbox. When…

Hi, For Exchange Integration, under Administration > E-mail and Documents > Exchange Server Integration > Connection Management > User Mailbox Management tab, the search filters include Checked, Not Checked and Either. Do they indicate if the mailbox…

Hi, Has anybody run into the issue where you have to restart the Tomcat service everyday for your Exchange mailboxes to sync? Thank you.

We have just discovered (to our horror) that Exchange / Outlook is sending email updates to every one of the attendees whenever an appointment is updated in any way (including marking it complete or putting in notes about how the appointment went in the…

Hi CRM Community, since about three days the Exchange Integration of one of our customers is not working properly anymore. I'm getting the following errors: 2013-05-03/07:32:10.012/MESZ [SyncEngine thread] ERROR com.sage.scrm.syncengine.exchange.ews…

I have change de exchange server, then in CRM I have deactivated the integration, change the URL in the table EcngIntegration with the value of new server. In CRM change the user and password an activate the integration. All look to work fine but I have…