Pre-requisites for synchronizing Upsales CRM with Microsoft Exchange
posted this on December 21, 2011 13:18
Before you synchronize Upsales CRM with Microsoft Exchange Server 2010, we recommend our users to look through the requirements below.
Minimum requirement for synchronizing Upsales CRM with Microsoft Exchange is Exchange Server 2007 SP1 or higher.
Your Exchange server needs to be accessible from the Web. Please consult with your Exchange administrator on how to make you Exchange server accessible from the Web.
The Exchange Web Services (EWS) needs to be enabled and configured. Please consult with your Exchange administrator on how to enable EWS on your Exchange Server.
When the above requirements are fulfilled, you will be able to set up the connection to the Exchange server in Upsales CRM. Go to "Administration" in Upsales CRM, under the headline "Plugins & Extra services" you will find "Exchange" where you can activate Exchange and add Exchange servers. Notice that only users with administrator rights in Upsales CRM can perform configurations regarding the Exchange synchronization in Upsales CRM. When the configuration is set up users will be able to synchronize meetings, contacts and emails with Microsoft Exchange.