Microsoft Exchange - User Guide | Online Help - Zoho CRM

Microsoft Exchange - User Guide

In the Microsoft Exchange extension for Zoho CRM, only the administrator can manage all the settings options. The users are restricted to the following actions:
  1. Authorize the extension
  2. Access the extension dashboard
  3. Access emails
  4. Update the account password
If the administrator has enabled the server with impersonation, the users under that administrator need not to authorize; they will be directed directly to the dashboard. Otherwise, authorization with Microsoft credentials is required.

Authorizing the extension

All users (without impersonation) are required to sign in with their Microsoft Exchange credentials to use the extension in Zoho CRM. Only then will their data be synchronized between the Microsoft Exchange and the Zoho CRM.
To authorize your account:
  1. In your CRM account, click the MS Exchange Sync custom tab.
  2. In Account Details, enter the email address, password, and domain name for your Microsoft Exchange account.
  3. Click Submit.

Accessing the dashboard

Once signed in, you will be taken to your extension dashboard. Here, you can find the sync type based on your sync settings, as well as the date and time of the latest sync. You can also create schedules, set tasks, plan meetings with your team, and view appointments from the Microsoft exchange dashboard in your CRM account.
To schedule a meeting:
  1. Click MS Exchange Sync web tab.
  2. In Microsoft Exchange, click New.
  3. Select Schedule Meeting or Schedule Appointment from the dropdown list.

  4. Provide a Subject for the meeting.
  5. Click See availability to view the availability of the added leads.
  6. Enter the Location and the Start and End time of the event.
  7. Check Reminder to send reminders to the attendees.
    Choose the time for the reminder to be sent.
  8. Click Schedule.

Accessing emails

The emails from the Microsoft Exchange server will be synced and displayed under the related list 'Emails' in Zoho CRM. Once synced, you can handle all your emails from within the Zoho CRM. All further emails sent and received will be in sync between the Zoho CRM and Microsoft Exchange, as per the sync settings.
Note: The email sync feature will only work if the SalesInbox feature is not already being used.
To access emails:
  1. In your CRM account, click on Contacts, Leads, Accounts, or Deals modules.
  2. Open a record in the list.
  3. All the emails corresponding to the record will be displayed in the 'Emails' related list.

Updating your password

If you change your password for Microsoft account in the server, you can update it anytime in Zoho CRM.
To update your Microsoft Exchange account password:
  1. In Zoho CRM, click MS Exchange Sync web tab.
  2. Click  icon and select Update Password.

  3. Enter your new password in the pop-up.
  4. Click Save.
    Your new password will be updated.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Microsoft Exchange - Administrator Guide

                                                                                                        Microsoft Exchange is email and calendar server software that comprises a collection of applications for digital messaging and collaboration. The applications include email services, scheduling events, contact management, task management, messaging, ...
                                                                                                      • Microsoft Outlook add-in for Zoho CRM

                                                                                                        The Zoho CRM add-in for MS Outlook enables you to view details of your CRM account right within your outlook account. The installation will allow you to do the following from your MS outlook account: Add leads or contacts  Add notes to the CRM ...
                                                                                                      • Using Zoho CRM Plug-in for Microsoft Outlook (Mac)

                                                                                                        We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Synchronize (two-way) Contacts, Tasks ...
                                                                                                      • Installing the MS Word Plug-in

                                                                                                        System Requirements The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below: Hardware x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space Operating System Windows 7, 8, and 10 Software Microsoft Word 2010 / ...
                                                                                                      • Microsoft Sentiment Analysis for Zoho CRM

                                                                                                        The Microsoft Sentiment Analysis extension for Zoho CRM analyzes and scores the sentiments of each customer's comments, helping salespeople know whether the client is happy or sad throughout the engagement. This feature evaluates text and returns ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources