Exchange Sync configuration
The following steps show how to enable Microsoft Exchange Sync in Access Recruitment CRM using Office 365.
Access Recruitment CRM server task
📌 Note: This step is completed by Access.
Enable the Exchange Sync in Access Recruitment CRM Server Task.
Once you've completed the initial configuration steps, please check the Server Task runs and that there are no authentication errors.
Enable Access Recruitment CRM user Exchange Sync
To enable Exchange Sync for an Access Recruitment CRM user, follow the steps below:
📌 Note: If your user has previously used Basic Authentication to perform Exchange Sync, delete this record in Access Recruitment CRM and create a new record.
🤓 Tip: If you're Configuring Exchange Sync Modern Authentication for the first time, do this for a single user and confirm their emails are synced without any errors.
Proceed as follows:
Log in as the user to be configured
Click My Actions and then click Exchange Accounts
If a previous record exists, using Basic Authentication, click Remove
Click + New
Enter the following details:
Email: The email address for this user in Office 365
Select Email Sync Enabled
Select the Initial Sync Date
Click Save
To close the Profile, click Save again
Use this link to Troubleshoot errors if the sync does not appear to be working.
Exchange Sync process
The Exchange Sync background process runs every five minutes, which syncs any emails that match a consultant's applicants or contacts and adds these as Notebook Items.