Sales Creatio, team edition
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This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

Setting up the MS Exchange email service provider

To add the Microsoft Exchange email service provider:

1.Open the [Email] tab on the communicational panel.

2.Select the [New email account] in the action menu.

3.Select [Add new server] in the selected email service window.

Fig. 1 Selecting of the email provider

scr_chapter_exchange_synchronisation_wnd_providers_list.png 

4.In the opened email service provider lookup window, in the [New] menu, select the [Microsoft Exchange Web Services] option (Fig. 2).

Fig. 2 Adding the Microsoft Exchange email service provider

scr_cases_ms_exchange_lookup.png 

5.In the opened card (Fig. 3), enter the email provider name, for example, “Exchange”.

Fig. 3 The email service provider page

scr_cases_ms_exchange_card.png 

6.Select the [Autodetect] checkbox for the system to independently detect the necessary server and connect to it.

7.If the system doesn't detect the server, specify its address manually:

a.Clear the [Autodetect] checkbox. As a result, the [Server address] field will become available and required.

b.In the [Server address] field, enter the Microsoft Exchange server address.

8.Select the [Allow downloading emails] checkbox.

9.Select the [Allow sending emails] checkbox.

10.Specify login parameters:

a.Select the [Enter login manually] option if users enter their own email address and login.

b.Select the [Use user name as login] option if the part of email address before the “@” is used as a login. For example, the “test” will be a login for “test@google.com” email address.

c.Select the [Use email address as login] option if the full email address will be used as a login (for example, “test@google.com”).

11.Select an image file in the [Logo] field to specify the provider logo.

12.Save the page.

As a result, system users will be able to use the MS Exchange server to receive and send emails. In addition, they will be able to synchronize contacts and activities between this server and bpm'online.

See also

Working with emails

Configuring email accounts in bpm’online

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