Exchange Connector
Learn about the general and technical aspects of configuring exchange connector on CG/LSI template.
The standard product Aurea CRM exchange connector has been adapted to allow the following functionality in the LSI Template:
|
# |
Action |
Outlook |
CRM |
Direction |
Result |
|---|---|---|---|---|---|
|
1 |
New |
Appointment |
Activity (Visit) |
Outlook to CRM |
- After synchronization link to CRM item appears in text - Location is transferred from Outlook to CRM - Reminder duration is transferred from Outlook to CRM |
|
2 |
New |
Appointment |
Activity (Visit) |
CRM to Outlook |
Appointment is created in both systems |
|
3 |
Update |
Appointment |
Activity (Visit) |
Outlook to CRM |
Appointment updated, e.g. new time in both systems |
|
4 |
Update |
Appointment |
Activity (Visit) |
CRM to Outlook |
Appointment updated, e.g. new participant in both systems |
|
5 |
Delete |
Appointment |
Activity (Visit) |
Outlook to CRM |
Appointment is flagged "Connector deleted" in CRM |
|
6 |
Delete |
Appointment |
Activity (Visit) |
CRM to Outlook |
Appointment is deleted in both systems. |
|
7 |
New |
|
Activity (Email) |
Outlook to CRM |
Appointment/Email in both systems |
|
8 |
New |
|
Activity (Email) |
Outlook to CRM |
Complete mail is stored as ".msg" file as linked document (D1) |
|
9 |
New |
|
Activity (Email) |
Outlook to CRM |
With email address not existent in CRM as FROM --> Email is flagged "Connector Missing participants" and in "Missing Participants" email address is listed. Email is linked to "TO" - the Rep. |
|
10 |
New |
|
Activity (Email) |
Outlook to CRM |
With email address not existent in CRM as CC --> Email is flagged "Connector Missing participants" and in "Missing Participants" email address is listed. Email is linked to "FROM" person. |
|
11 |
New |
Task |
Task |
CRM to Outlook |
Task is present in both systems. With updateCRM there are 2 new catalogue fields "InProgress" and "Approved". |
|
12 |
Update |
Task |
Task |
CRM to Outlook |
Task updated in both systems |
|
13 |
Update (status) |
Task |
Task |
Outlook to CRM |
Change status in CRM |
|
14 |
Delete |
Task |
Task |
CRM to Outlook |
Task deleted in both systems |
|
15 |
New |
Absence |
Activity |
CRM to Outlook |
Other Appointments with type "Holiday" are created as Appointment "Tentative" in Outlook, all others with "Out of Office". |
|
16 |
Update |
Absence |
Activity |
CRM to Outlook |
Absence is updated. |
Technical
The following files have been adapted to implement the functions in the LSI 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 “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 support.aurea.com website.