Creatio administration
This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

Integration with the MS Exchange service

You can integrate with the MS Exchange service in bpm’online.

Note

Integration with MS Exchange 2010 and higher is supported.

Set up the integration beforehand to work with MS Exchange emails, contacts and calendar. Once the integration is complete, users will be able to configure MS Exchange mailboxes.

Note

To set up connection parameters for email providers, the user must have the right to run the [Access to “Access rights” workspace] system operation. To set up system operation permissions, use the [Operations permissions] section.

Configuring MS Exchange accounts in bpm’online

Setting up the base parameters of the MS Exchange account is identical to setting up the IMAP/SMTP account. Read more >>> 

You can also set up the synchronization of bpm’online contacts and activities with MS Exchange contacts and calendar.

Contents

Setting up the MS Exchange email service provider

Synchronizing bpm’online contacts with MS Exchange contacts

Synchronizing the bpm’online calendar with the MS Exchange calendar

Fields that can be synchronized with MS Exchange

See also

Configuring email accounts in bpm’online

Video tutorials

Working with emails in bpm’online

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