Each business is unique and requires different synchronization scenarios. This page is an entry point to the repository of common synchronization scenarios supported by AESync. Each scenario has a corresponding diagram and description.

Contacts

• Synchronize Contacts

Accounts

• Synchronize Accounts

Leads

• Synchronize Leads

Calls

• Synchronize Calls

Meetings

• Synchronize Meetings

Email Archiving

• Archive Emails from CRM\Archive Email
• Archive Emails from Inbox
• Archive Emails from Sent Items

Opportunities

• Auto Create Opportunity
• List and Archive Opportunities

Cases

• Auto Create Case
• List and Archive Cases

Tasks

• Synchronize Tasks