Financial Services Creatio, lending edition
PDF
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Integration with the MS Exchange service

You can integrate Creatio with the MS Exchange 2010 and up.

This integration enables Creatio to work with MS Exchange emails, contacts, and calendar. Once the setup is complete, users will be able to configure MS Exchange mailboxes.

Configuring MS Exchange accounts in Creatio

Read more about setting up primary email account parameters in the “Configuring email accounts in Creatio” and “Email account individual settings” articles.

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

Contents

Setting up the MS Exchange email service provider

Synchronizing Creatio contacts with MS Exchange contacts

Synchronizing the Creatio calendar with the MS Exchange calendar

Fields that can be synchronized with MS Exchange

See Also

Configuring email accounts in Creatio

Did you find this information useful?

How can we improve it?