Exchange Sync, integration for Dynamics CRM
Dynamics CRM CompatibleCompatible with Microsoft Dynamics CRM 2011, 2013, 2015, 2016 and CRM Online. | Exchange Server CompatibleCompatible with Microsoft Exchange Server 2010, 2013, 2016, ADSync, and Exchange Online. | Works with Windows ServerCan be installed on Windows 7/8/10 and Windows Server 2008 R2/2012/2012 R2.. |
CRM List SynchronizationSynchronize your CRM Contacts using CRM Static or Dynamics Marketing Lists. | Custom Entity SynchSynchronize with other custom entities related to the Contact entity (such as memberships). | Create Exchange ContactsAutomatically create new contacts in Exchange when they do not already exist. |
Create Exchange GroupsWhen you set up a new list for sychronization, if the list does not already exist in Exchange, the application will create it for you. | Modify Contacts in ExchangeWhen Contact data is modified in CRM, the same information can be modified on the Exchange Server | Add Users/Contacts to GroupsAdd Mailbox Users, Mail-Enabled Users and Mail Contacts to Exchange Distribution Groups. |
Enable/Disable listsPre-select which lists you want to have synchronize. You can choose all, a subset or just a single list. | Asynchronous ProcessingHave the application run in a schedule that you set up in advance, so that you don't have to worry about forgetting to run the application.. | Excel Log File CreationReview the log files that are created by the application for any errors or warnings in synchronization (such as duplications or invalid data), |
Field MappingMap fields in CRM to fields in Exchange for synchronization. | Hide Mail ContactsDecide whether you want the mail contacts that you create to be visible for all of your Exchange users or hidden from the address book. | Filtered UpdatesOnly update the data that has been modified in CRM since your last synchronization, and not the entire data. |
Multiple ProfilesConnect and Synchronize with Multiple CRM and Exchange enviroments | Validation After SyncCompare the CRM lists with Exchange Distribution Group to verify they match |
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