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Microsoft Exchange Server Integration
This section describes how to integrate Microsoft Exchange Server with QAD Customer Relationship Management (QAD CRM). It discusses the following topics:
Describes the requirements for integrating Microsoft Exchange Server and QAD CRM.
Integration Prerequisites
Lists and describes the steps required to begin integration.
Setting Up Microsoft Exchange Server
Explains the procedure required to set up Microsoft Exchange Server for integration with QAD CRM.
Configuring the Integration
Discusses how to enable integration, associate mailboxes with users, set up e-mail integration, set up activity integration, and set up contact integration; also explains how contact synchronization works.
QAD CRM can be integrated with Microsoft Exchange Server 2007 or 2010. When integrated, you can store references to e-mail messages sent and received from Microsoft Exchange Server, as well as synchronize details of contact persons, activities, and tasks between the two systems. If required, QAD CRM can be integrated with Microsoft Exchange Server 2007 and Microsoft Exchange Server 2010 at the same time.
Integrating Microsoft Exchange Server and QAD CRM requires you to:
Configure the servers.
Configure Microsoft Exchange Server.
Configure QAD AdminService.
The QAD CRM installation process installs QAD AdminService when you install QAD CRM on a Windows 2000/2003/2008 server. QAD AdminService can be configured to periodically synchronize data between the two systems.
Configure QAD CRM. QAD AdminService uses these settings to synchronize data.
The system sets up integration automatically and synchronizes data in the background. The data synchronization is flexible and safe. You can specify information, conditions, and schedule for it.
Synchronization events are recorded in the event log by the system. The system sends synchronization errors to the administrator through e-mail for correction.