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There appears to be a software limitation on allocating bank transactions in €’s to a customer whose currency is set up as $’s. Is there a way to do this?

Hi all, My client have Microsoft Account for their emails and Calendar. But do not have Microsoft Exchange. can the calendar synchronization works without Microsoft Exchange? 1) Can the sync work with standard IMAP/SMTP servers? 2) Can the sync…

It's been a while since I set up Exchange sync. The customer has CRM 2018 R2 currently, integrated with Accpac. Setting up the CRM Exchange sync requires some configuration work to be performed on the Exchange server. The help files say this: http:…

Hello, our customer has the Version 2018 R2. If the user get's an appointment from a customer via Exchange-Server. The user can't edit the company or/and person or/and info. The error is: Es trat ein unerwartetes Ereignis auf: EInvalidPointer…

Good Afternoon, We are trying to synchronise our outlook calendars (2016 32bit) with Sage 200 CRM (version 7.3 SP3.6). This has previously worked but isn't now and we're not too sure on what may have changed. Please do you have any suggestions? …

Is it possible to modify the message body, pull in other fields etc, when an appointment in sync'ed to exhange ?

Has anyone found a way to file an email sent from Outlook to multiple recipients? I have a customer that sends out emails to multiple contacts and would like to have the system automatically create a communication records for each person it is sent to…

Hello, we encounter an error in exchange integration since an update of Office Mac in June of this year. The problem is only with an account using Outlook for Macintosh ERROR [http-apr-10009-exec-10]: 20-juil.-2017 10:30:31.772 [xxxxx] error: com…

Hi, For a small installation of 10 CRM users would it be ok to install the MS Exchange server on the same hardware? Or is it always best to have a separate server? Any recommendations?

Hi All, Has anyone managed to get CRM to send emails out via relay via Office365? I have (via sTunnel) managed to get CRM to send out - but only if the user sending the email has the same email address that is configured to connect to Exchange. If…

Hello- We have just signed up with Sage ( well, the free trial) The most important part of a CRM for us is that the emails sync to the clients records etc. If I try to send an email through Outlook (we are on Exchange) and click the send and file…

A customer of mine is using CRM v7.1fS. They have Outlook 2007. They have Exchange integration enabled. I didn't realise this but when filing an email using the Exchange lite plugin, the email is marked as being filed by the Categories field in Outlook…

Hi All We are looking into using exchange Integration but would like some more detailed dociment about how the Integration works with in 7.1. We have read over the following documents: Exchange Server Integration in Sage CRM v7.1 - an Introduction…

We have had a strange instance where a user has been enabled for Exchange Integration, but as soon as they are, Exchange Integration crashed. Errors in the logs give things like, potential memory leak and unable to establish connection to Exchange Integration…

Hello All This might sound like a basic question, but I am totally stunt. I am trying to complete old appointments back-end, but only if they have been synchronized. Where can I find this setting? Which table can tell me which communication has been…

Hello, A company working with SageCRM and Exchange integration has now taken over another company. They want the users of both companies are working in the same sageCRM (working with several territories). But the second company is working with another…

Hello, I upgraded the CRM 7.0 to CRM 7.2 and the system mostly work fine but the Exchange Integration. Here is the summary based on what I've found: 1. The synchronization of contacts works fine; the synchronization of tasks and appointments doesn…

Hi, I would to add an escalation rule to send a notification email when the Exchange Integration fails. At the moment everything is ok so I have a "SuccessW" value in the field EcngIntegration.exin_SyncStatus I would like to know what is the…

I need a way to modify the Outlook Integration plugin with specific import defaults. ie be able to set things like the default "Team" setting to something other than the user's team on import. Our user would like their tasks and schedules items to default…

Has anyone got this working ? The customer is using 7.1 g ( Sage 200 integrated ) CRM and we are getting conflicting information on whether it is supported or not. What baffles me is that, the Classic Outlook toolbar is installed and working, then…

Hi all, We have CRM 7.1 and Exchange 2007, both syncronized. I have an issue, when I open MsOutlook and appears some pop-ups about my reminders, I discard them. Then, some days later I open my CRM and the same reminders appears again. :-/ Why the discard…

Hi all, we are encountering an issue when attempting to use Mail Manager to access a pop3 mailbox (exchange server 2010). Note the highlighted line. I have replicated this issue on two other exchange 2010 sites so far. I was wondering if anyone has…

Hi, I do accounting for an individual who has properties in USA. These properties have a corresponding USD account and USD expenses. There are funds transferred into the USD Bank account from a CAD bank account periodically. I am confused how Simply…