Integration with Exchange Web Service (EWS)

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Hi all,

We have a requirement to integrate CRM 2016 online with Exchange online. Exchange information will be retrieved to be used in CRM appointment form. Is there any connector/ootb integration available? If not, what is the best approach to do this? Any sample code?

Thanks in advance,

David Narbona

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Bas van de Sande 4,383 on at

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Hi David,

OOTB CRM 2016 online offers exchange integration. You can enable this in settings / email configuration. By default you have an exhange online profile. All you need to do is assigning and enabling mailboxes

I hope this helps you forward

Bas

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Wayne Walton 13,730 on at

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In addition to what Bas said, by default the Exchange configuration doesn't push Appointments over server sync. So make sure when you configure the Sync that you change that default setting for Appointments from "Outlook plugin" to "Server Sync".

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Community Member on at

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Hi Bas,

My problem is not mailing but retrieving information available in exchange like available rooms information and the solution I have found to do this is to retrieve this information programatically. Any ideas?

Many thanks for your time,

David Narbona

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Hello David

You may consult Tenfold about EWS integration. Tenfold offers integrations with more than 150 phone systems and and CRMs. It offers features like click to dial and call pop ups and is really easy to set up. They support MS DYnamics integration. You can check out their integrations www.tenfold.com/integrations

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Piotr Kalwasinski 240 on at

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Hi,

If I understand your requirements correctly, you'd like to cherry-pick integrated components programmatically. I would suggest to to review an article to make sure you can access desired API:

https://blogs.technet.microsoft.com/exchange/2016/09/26/on-premises-architectural-requirements-for-the-rest-api/

And later build automation in CRM (plugin/workflow) to consume Exchange REST API calls:

https://community.dynamics.com/crm/f/117/t/192630

I hope this helps,

Piotr

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Hello

I would like to recommend a CTI solution that offer features such as click to dial, call pop up notification, advanced analytics and much more. You can sign up for 7-day free trial and request for a demo. They support MS Dynamics integration

www.tenfold.com/.../dynamics

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