Filtering SugarCRM Items

A common synchronization requirement is to filter CRM items that need to be synchronized.

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Synchronizing Categories

What we want to do is to map the Outlook Field ‘Category’ to the Custom CRM field ‘Type’.

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Transferring Server

It is a common requirement to be able to move the synchronizer to the new system.

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Custom Fields

Custom fields are commonly used in SugarCRM to allow handling custom type of data. Simple example is ‘Middle Name’ field that is available in the Exchange and missing in the SugarCRM. Below we are going to demonstrate how to enable middle name synchronization.

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Setup Impersonation for Office365 2013

Exchange account used for synchronization must have rights to impersonate all users in the synchronization profile.

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Synchronizing Recurring Events

Recurring events may have different structure in SugarCRM and Exchange, so proper synchronization requires smart handling.

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Exchange 2010 Impersonation for User Group

Sometimes assigning “Full Access” permissions in Exchange is not possible due to company security policy. So we need a flexible way to set “ApplicationImpersonation” permission for connecting user to cover a specific list of users (synchronized mailboxes) in Exchange.

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GrinMark Account for Office 365

GrinMark Synchronizer needs just one Office 365 account to connect to Exchange and synchronize data for user's mailboxes. This account does not even need an Office 365 license. The only requirement for the account is ApplicationImpersonation admin role.

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Adding More Users to AESync Cloud

Adding new user to a synchronization profile is a simple procedure. Here we describe how to prepare users and add them to the profile for synchronization.

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Set Office 365 Password to Never Expire

GrinMark synchronization server needs a working uninterrupted connection to Office 365 to ensure stable and prompt synchronization of data. By default user passwords expire in Office 365 within 90 days. So you may want to make GrinMark user password to never expire. To achieve the goal follow these steps.

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Meeting Name Field Size Limit in Sugar

By default Name field of a meeting in Sugar has size limit of 50 characters. When a meeting with long subject is synchronized from Exchange to Sugar - the subject is truncated. This may lead to duplicates in Sugar. Learn how to avoid such an issue.

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