Exchange Contacts

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 use constituent information from your database to create contact records in Microsoft Outlook. The system administrator configures the contact synchronization process to create and update contact records so no burden exists for the Outlook user. The administrator also selects the constituents and application users to include, and the contact synchronization process creates contact records in Outlook. When a contact synchronization process runs, it creates or updates contact records in Outlook with data from constituent records.

Note: You can also download contact changes from Outlook to constituent records. To do this, configure the download Exchange data process. The process downloads contact changes into batches. The process also downloads email messages to the contacts from the contact synchronization process. The batch owner reviews the changes from Outlook and decides whether to commit them to your database. For more information about the download Exchange data process, see Exchange Downloads.