Exchange Servers

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.

Note: For a full list of Exchange versions this integration supports, refer to the System Requirements.

The system administrator sets up the Exchange server and provides credentials for Blackbaud CRM to access it. The administrator then maps the program to the server and designates application users by using a cross-domain environment (SMTP) or by using the same domain as the server. Next, the administrator configures the synchronization processes and the download process. To run the processes at scheduled intervals, the administrator creates job schedules.