by diligent

Server-side synchronization between SuiteCRM and Microsoft Exchange

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Features in detail

E-mails:

  • Synchronize Email to SuiteCRM
  • Synchronize Email to SuiteCRM and attach to specific opportunity
  • Synchronize Email to SuiteCRM and attach to specific case

Contacts and Accounts:

  • Synchronize specific account or contact from SuiteCRM to Exchange
  • Synchronize specific account or contact from Exchange to SuiteCRM

Calendar items:

  • Synchronize calls and meetings from SuiteCRM to Exchange
  • Synchronize calls and meetings from Exchange to SuiteCRM
  • Synchronization of updates

Tasks:

  • Synchronize Tasks from SuiteCRM to Exchange
  • Synchronize Tasks from Exchange to SuiteCRM
  • Synchronization of updates

Projects:

  • Synchronize Projects from SuiteCRM to Exchange
  • Synchronize Projects from Exchange to SuiteCRM
  • Synchronization of updates

Grouping:
The advantage of the SweeterSync grouping feature is customization: group opportunities, cases and tasks by name, account or other indicators.

Permission and roles:
Sweeter sync offers various options to control the synchronization process. We offer 3 tiers of configuration:

Config Level:
Choose between "Group" or "User" based permissions.

User (Account) Level:
Module permissions, Group Memeberships, Override config level configuration for opportunity or company & contact

Dataset Level:
Applies to contacts and accounts

Group synchronization:
SweeterSync determines to whom e.g. a account should be synchronized based on SuiteCRM's "assigned to" field. That implies that an account can only be synchronized to one Exchange account. To be able synchronize the account to a group of people we created a group synchronization feature.

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