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Exchange Sync

Microsoft Exchange Server synchornization is the most efficient method of synchronizing CRM Contacts, Calls and Meetings with Exchange Server.

Field Description
Ignore Certificate Exchange Web Services can still operate with invalid certificates, but this must be checked in order for the API to allow it.
Impersonated Type The API allows a single user to impersonate other users. If impersonation is disabled, then the CRM will use the SMTP credentials when authenticating with Exchange Server. (Principal Name, SMTP Address, No Impersonation)
Inbox Root Folder When Inbox Root Folder is checked, the SplendidCRM drop folder is placed under the Inbox folder instead of the message root.
Password The password for the Exchange user.
Push Frequency (minutes) The Push Frequency is the frequency in which Exchange will sent events.
Push Notification URL The Push Notification URL is the external URL that is provided to Exchange Server.
Enable Push Notifications The Enable Push Notifications turns on push notifications. This allows Exchange Server to send events directly to the CRM as-the-occur. This is the most efficient way to synchronize with Exchange Server, but Exchange Server must be able to reach the CRM URL.
Sent Items Root Folder When Sent Items Root Folder is checked, drop folders are placed under Sent Items.
Sent Items Sync When Sent Items Sync is checked, emails sent will be archived if the Sent To email addres exists in the CRM.
Server URL The URL to the Exchange Server - Exchange Web Services file. It typically looks like https://company.com/EWS/Exchange.asmx.
User Name The Exchange user with sufficient access to login to Exchange and register for notifications. Of impersonation is being used, then this user must have sufficient access for each user to be impersonated.