Exchange Calendar Items

With Microsoft Exchange server integration Microsoft Exchange integration allows you to send constituent information from your database to Exchange to create contact records, calendar items, and to capture emails between your users and constituents., you can use pending constituent interactions, prospect plan steps, or pending stewardship steps from your database to create calendar items in Microsoft Outlook. The system administrator configures the calendar item synchronization process to create and update calendar items. This includes the type of records and the application users to include in the calendar item synchronization process. To run processes at regular intervals, the administrator creates job schedules. When the calendar item synchronization process runs, it creates or updates calendar items in Outlook with data from pending constituent interactions, prospect plan steps, or pending stewardship steps.

Note: You can also download changes to calendar items that the process creates. To download changes from Outlook, you configure the download Exchange data process. The process downloads changes to calendar items into batches. A designated batch owner reviews the changes from Outlook and decides whether to commit them to the database. For more information about the download Exchange data process, see Exchange Downloads.