Microsoft Exchange - User Guide
- Authorize the extension
- Access the extension dashboard
- Access emails
- Update the account password
Authorizing the extension
- In your CRM account, click the MS Exchange Sync custom tab.
- In Account Details, enter the email address, password, and domain name for your Microsoft Exchange account.
- Click Submit.
Accessing the dashboard
- Click MS Exchange Sync web tab.
- In Microsoft Exchange, click New.
- Select Schedule Meeting or Schedule Appointment from the dropdown list.
- Provide a Subject for the meeting.
- Click See availability to view the availability of the added leads.
- Enter the Location and the Start and End time of the event.
- Check Reminder to send reminders to the attendees.
Choose the time for the reminder to be sent. - Click Schedule.
Accessing emails
- In your CRM account, click on Contacts, Leads, Accounts, or Deals modules.
- Open a record in the list.
- All the emails corresponding to the record will be displayed in the 'Emails' related list.
Updating your password
- In Zoho CRM, click MS Exchange Sync web tab.
- Click
icon and select Update Password.
- Enter your new password in the pop-up.
- Click Save.
Your new password will be updated.
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