Exchange Connector

Learn about the general and technical aspects of configuring exchange connector on ISI template.

General

The standard Aurea CRM exchange connector product has been adapted to allow the following functionality in the ISI template:

#	Action	Outlook	CRM	Direction	Result
1	New	Appointment	Activity (Visit)	Outlook to CRM	A link to the CRM item appears in the text after the synchronization The location is transferred from Outlook to CRM The reminder duration is transferred from Outlook to CRM
2	New	Appointment	Activity (Visit)	CRM to Outlook	The appointment is created in both systems
3	Update	Appointment	Activity (Visit)	Outlook to CRM	The appointment is updated, e.g. new time in both systems
4	Update	Appointment	Activity (Visit)	CRM to Outlook	The appointment is updated, e.g. new participant in both systems
5	Delete	Appointment	Activity (Visit)	Outlook to CRM	The appointment is flagged with "Connector deleted" in CRM
6	Delete	Appointment	Activity (Visit)	CRM to Outlook	The appointment is deleted in both systems.
7	New	Email	Activity (Email)	Outlook to CRM	Appointment/E-mail in both systems
8	New	Email	Activity (Email)	Outlook to CRM	E-mail has attachment Complete e-mail is stored as ".msg" file as linked document
9	New	Email	Activity (Email)	Outlook to CRM	The e-mail is stored in a folder in Outlook with the syntax “NameOP Y1-Stationnr-Serialnr” Appointment is linked to Opportunity (prerequisite: OP participant with this e-mail address needs to be linked to opportunity)
10	New	Email	Activity (Email)	Outlook to CRM	With e-mail address not existent in CRM as FROM --> E-mail is flagged with "Missing participants" and the email address is listed in the body. The e-mail is linked to "TO" - the Rep.
11	New	Email	Activity (Email)	Outlook to CRM	With e-mail address not existent in CRM as CC --> E-mail is flagged "Missing participants" and the missing participants are listed in a separate field. E-mail is linked to "FROM" person.
12	New	Email	Activity (Email)	Outlook to CRM	E-mail is sent to the service mailbox (This e-mail address is assigned to “Service User” rep (for Exchange Connector) ) --> is automatically synchronized and a ticket is created.
13	New	Email	Activity (Email)	Outlook to CRM	E-mail that is sent to service mailbox is automatically synchronized. It contains ‘Ticket #’ followed by a ticket number in the subject line. The appointment is linked to the existing ticket (no new ticket is created!).
14	New	Task	Task	CRM to Outlook	Task is present in both systems. With Aurea CRM there are 2 new catalog fields: “InProgress” and “Approved”.
15	Update	Task	Task	CRM to Outlook	Task updated in Outlook.
16	Update (status)	Task	Task	Outlook to CRM	Change status in CRM (only status change in Outlook - nothing else possible).
17	Delete	Task	Task	CRM to Outlook	Task deleted in both systems.
18	New	Contactperson	Person	CRM to Outlook	Prerequisite: Either person record has been added as favorite or person has rep entered in AD field, which is the owner of the mailbox [This is defined in http console]--> persons (KP) are transferred. The following fields are included: First name, Last name, Telephone (Company), Telephone Homeoffice, Mobile, Fax, Fax (Company), Email 1, Birthday, Position, Company Name, Company Street, Company Zip code, Company Country).
19	Update	Contactperson	Person	CRM to Outlook	Only one direction from CRM to Outlook possible
20	New	Absence	Activity	CRM to Outlook	Absence is created as an appointment with the “Holiday” type.
21	Update	Absence	Activity	CRM to Outlook	Absence is updated.

Technical

The following files have been adapted to implement the functions in the ISI template. These files contain no customer-specific configuration as e.g. user, exchange server name.

All customizations are prefixed with “Customised”.

All activations, i.e. standard functionality, which are not active by default, are prefixed with “Activated”.

Connector files:

\<Connector Installation directory>\FieldMapping.xml

\<Connector Installation directory>\SynchroConnectorConfig.xml

Interface files:

\<Interface Installation directory>\xml\Forms.xml

\<Interface Installation directory>\xml\SyncML_gw2mm.xslt

\<Interface Installation directory>\xml\SyncML_mm2gw.xslt

While setting up the Exchange connector please also refer to the Technical Guides of Connector and Interface on our help.aurea.com website.