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Sage 300

Sage 300 is accounting software for small to medium sized enterprises that fulfills all your accounting needs.

Customised and tailored by Astech

Sage CRM

Customer Relationship Management Software- Sage CRM is a powerful and easy-to-use customer relationship management solution that integrates directly with both Sage 300 and SAGE ERP X3.

Customised and tailored by Astech

Credit Management Solutions

The Astech Credit and Loan Management Solution (LMS) is a comprehensive end to end business software solution for credit providers.

Customised and tailored by Astech

Sage CRM Exchange Integration: Office 365 Setup

Sage CRM offers Exchange/Office 365 Integration which allows you to synchronize Contacts, Appointments and Tasks between Sage CRM and Exchange/Office 365.  This article will guide you through setting up an account in Office 365 for the Sage CRM integration to use.

Steps
  1. Log into your Office 365 Portal (portal.office365.com) with an administrator account.
  2. Create a new user with a mailbox to use for the integration (e.g. crm@example.com)
  3. Launch the Exchange Admin Center
  4. Browse to Permissions -> Admin Roles
  5. Click on + to add a new role
  6. In the role group dialog box, provide a name for your Role Group (e.g. "Sage CRM Exchange Integration")
  7. Under Role, click + to add a role.
  8. Select Application Impersonation, click Add and then click OK.
  9. Under Members, click + and add the user you created in Step 2 (who needs to have a working mailbox)
  10. Click Save
Conclusion
Now that you have configured an Office 365 account that can be used for the integration, we can move onto the next article to set up Sage CRM.

Disclaimer
Astech cannot be held responsible for any damage done to your system while following the above steps. Please follow them at your own risk and be aware of the consequences of your actions.
Sage 300 CRM