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The structure of my enterprise system contains:
I would like to know if anyone has information on how to sync the contacts and calendars between Exchange data and CRM data. I have the need to use exchange on mobile and my users need to have the informations in real time without the need to use the "CRM for Outlook plug-in".
Thanks in advance for the replies
Give the Agile Dynamics CRM to Exchange Synchronizer (DXSync) a try. DXSync provides two-way synchronization of Contacts, Accounts, Leads, Meetings, Calls, Tasks; Archiving emails; special scenarios to replicate and create items like Opportunities and Cases from your email client.
You can now choose between On-Premise and On-Demand (cloud) server-side synchronization of Dynamics CRM and Exchange.
www.grinmark.com/.../on-premise-vs-on-demand.html
Free trial version is available so you can try DXSync before making a decision.
www.grinmark.com/requesttrialform.html
Best regards,
Denis Markovtsev
GrinMark CRM Integration Team
sales@grinmark.com
This answer is a bit delayed, but may still be useful.
I recommend you to consider the Agile Dynamics CRM to Exchange Synchronizer (DXSync). It provides server-side integration between Dynamics CRM and Exchange. Integration includes synchronization of Contacts, Meetings, Calls, Tasks; Archiving emails; special scenarios to replicate and create items like Opportunities and Cases from your email client. This solution works without any client-side plugins. No need for additional configuration of standard mobile or desktop email clients (Outlook, Entourage, Mac Mail, iPhone, iPad, Android, Windows Phone, Blackberry, etc.).
Free trial version is available for download so you can try DXSync before making a decision.
If what you need is one-time synchronization, then trial mode may be enough to get required results.
Best regards,
Denis Markovtsev
GrinMark CRM Integration Team
sales@grinmark.com
Hello,
There is a innovating software tool the CNS Media GateWay which can help to intergrate MS Exchange or any other MS server with your CRM or any other application. The CNS Media GateWay (MGW) is an innovative integration tool that strives to combine the cost-effectiveness and flexibility of custom code and the power and maintainability of integration suites. You can connect from any custom application like CRM softoware to MS Exchange (2000 - 2013), MS SharePoint, Dynamics CRM, Dynamics NAV and many more via the CNS ODBC and JDBC driver, thus accessing, for example, the entire Exchange mailbox from your custom application.
for more info visit:
Thanks
Our partner attended the New York Dynamics business session. It was discussed as one of the upcoming features along with a host of others. I've read through the preview guide and believe it makes mention of the integration as part of the Office 2013 compatibility features.
I hope he is right because we certainly need it.
Source?
I'm looking through this document and I don't see mention of it.
crmpublish.blob.core.windows.net/.../Release_Preview_Guide_December_2012_FINAL.pdf
[quote user="Pat H"]Been caught by the Outlook Sync limitation (primary PC only) so came across the omni-ts post as a possible solution. Looks really elegant and really what Microsoft should have considered and implement from then start. Would have been the ideal "fix" for us but the cost is prohibitive for a small company like us.
£200 plus per user. So any ideas on a budget solution I'd be glad to hear. In the mean time we work round it.... [/quote]
Hello, Pat. Glad you found out about Riva and find it to be an elegant solution. A quick clarification on pricing. The purchase price includes the first year of software upgrades and support. Additional software upgrades and support are 30% of the purchase price, renewable annually thereafter. How many users in your environment? There is also a small business offering for which you might qualify.
Best regards,
Aldo
--
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions Inc.
The Integration Company
www.omni-ts.com
Been caught by the Outlook Sync limitation (primary PC only) so came across the omni-ts post as a possible solution.
Looks really elegant and really what Microsoft should have considered and implement from then start.
Would have been the ideal "fix" for us but the cost is prohibitive for a small company like us.
£200 plus per user.
So any ideas on a budget solution I'd be glad to hear. In the mean time we work round it....
Although this is a bit of an old post, I thought you would like to know about this new server-side synchronisation option: Riva Integration Server for Exchange and Dynamics CRM:
http://www.omni-ts.com/newsroom/exchange-crm-integration.html
Riva provides server-to-server CRM integration between Dynamics CRM and Exchange. Because Riva does server-to-server synchronisation, there are no plug-ins to install on any of the Exchange clients. No plug-ins means that all Exchange clients have full, transparent, server-side integration for Dynamics contacts, appointments, tasks, opportunities, quotes, cases, email archiving, etc. No plug-ins means a significant decrease in deployment, upgrade and support costs. Riva's transparent integration means a higher and faster adoption rate and much higher end-user satisfaction because end-users don't have to learn anything new. They just keep on using the Outlook client the same way they always have. The synchronisation is automatic and transparent.
Riva is compatible with on-premise and hosted Exchange 2010, 2007 and 2003. It is compatible with hosted and on-premise installations of Microsoft CRM - with full support for all Exchange clients (Outlook, Outlook Web Access, Macintosh Entourage, BlackBerry, ActiveSync and IMAP). Riva allows Mac Entourage users to no longer feel like second class MS CRM integration citizens.
I look forward to answering any questions you might have about Riva Integration Server for Exchange.
Best regards,
Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions Inc.
The Integration Company
www.omni-ts.com
aldo@omni-ts.com
780.423.4200
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