CRM to Exchange Synchronization

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1 CRM to Exchange Synchronization Product Registration Instructions VERSION 2.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC.

2 2012 Brite Global, Incorporated. All rights reserved. The information contained in this document represents the current view of Brite Global, Incorporated on the issues discussed as of the date of preparation. Because Brite Global must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Brite Global, and Brite Global cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. BRITE GLOBAL MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Brite Global, Incorporated. Brite Global may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Brite Global, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Brite Global, Incorporated 269 South Beverly Drive, #115 Beverly Hills, CA USA

3 CONTENTS Introduction... 4 About Brite Global... 4 Running the Registration Wizard... 5 Choose Product Version... 6 Personal... 7 CRM Server... 7 Exchange Server... 8 Active Directory Login... 9

4 INTRODUCTION The CRM to Exchange Synchronization is a Windows Forms application that communicates between Microsoft Dynamics CRM and Exchange Server in order to Synchronize between the members of CRM Marketing Lists and Distribution Lists that exist on the Exchange Server. The application verifies the same members exist in both location, and modifies or adds information to the Exchange Server based on changes in Microsoft Dynamics CRM. This process enables sending via Microsoft Outlook/Exchange to the most updated lists of users and contacts in Exchange. ABOUT BRITE GLOBAL Established in 2005, Brite Global is a leader in delivering Microsoft Dynamics CRM and xrm solutions to business customers. As a Microsoft Gold Certified Partner, Brite Global has an impressive and rapidly growing list of customers benefiting from Microsoft Dynamics CRM solutions. We have embraced the Power of Choice by providing our customers the choice of a hosted, on-premises or hybrid delivery options. Headquartered in Beverly Hills, CA with offices in Atlanta, GA and Europe, Brite Global provides CRM and software solutions to business in multiple industries including Public Sector and Education, Financial Services, Real Estate, Media and Entertainment, Not for Profit, Retail and Manufacturing, Sports and Recreation, and Professional Services. For more information, visit

5 RUNNING THE REGISTRATION WIZARD After the installation has been completed, the first step is to run the Registration Wizard. The Registration Wizard asks for Product and Personal information, CRM Server and Exchange Server information as well as Authentication information. Additional configuration settings can be configured after the Registration Wizard has completed. To start the registration wizard, click on the Start menu, select All Programs and choose the Registration Wizard Program under Brite Global, Inc -> CRM to Exchange Sync program hive. When the application is run for the very first time various configuration settings have to be set in order to be able to connect to both the CRM and Exchange Server from within the application. The table below contains a list of all the information that will be required, as displayed in the subsections below. Make sure that you have all the information available before running the application, as the configuration/ registration process will not be able to complete if information is missing, and the application will fail. Screen Name Field Name Required Description Serial Number Serial Number No The Serial Number for the Product. The Serial Number is not required for running the trial version of the Product. The Serial Number will be prepopulated for the registered product version Personal Company Name Not in Trial Organization Name that Purchased the Product. Not required for Trial Version. Personal First Name Not in Trial First Name of person that Purchased the Product. Not required for Trial Version. Personal Last Name Not in Trial Last Name of person that Purchased the Product. Not required for Trial Version. Personal Address Not in Trial Address of person that Purchased the Product. Not required for Trial Version. Personal Business Phone Number Not in Trial Phone Number of person that Purchased the Product. Not required for Trial Version. CRM Server CRM Server Service Url Yes The Url of the CRM WCF Service. CRM Server Windows Live Id No CRM Server Windows Live Password No CRM Server Windows Live Confirm Password No Exchange Server Exchange Server Name Yes Exchange Server Distribution List Organizational Unit Yes Exchange Server Contacts Organizational Unit Yes Authentication Internet Domain Suffix Yes The Windows Live Id and Password are only required if using CRM Online The Url of the Exchange Server. Do not include http or https as part of the url The Organizational Unit where new Distributions Lists will be created. The Organizational Unit where new Contacts will be created. The Internet Domain suffix is used to verify that Mail Users are not added as Contacts to Exchange

6 Authentication Authentication Authentication Domain Username Yes The Domain Username with Access to Exchange Management Console. Username will include Domain Name and User Logon Name. Password Yes Password of User Domain Account Confirm Password Yes Password of User Domain Account CHOOSE PRODUCT VERSION When registering CRM to Exchange Sync for trial use the Serial Number field is empty. If you are installing the trial version, leave the serial number field blank. If this is a registered version of the product, the Serial number will be prepopulated in this field. You will not be able to install the registered version of this product on more than one machine per the license agreement. If you try and enter a license key which is not valid, or if the license key has already been used/registered, you will receive an Invalid Key Entered message. In such case, please contact our technical support department to resolve this issue.

7 PERSONAL INFORMATION The personal information section is only required for the Registered versions of our Products. All fields on the personal information section are required. If no serial number was entered in the Serial Number screen, this Personal screen will not display. In the registered version of the product, the Company Name and Web Site Url will be prepopulated. CRM SERVER INFORMATION The CRM Server Service Url is required in order to connect your application to the CRM Server and query your list and contact entities. Enter the CRM Server Service Url in the following screen. The Url is made out of the Server Name, Port, Organization name and finalized with the Organization Service WCF Service file: XRMServices/2011/Organization.svc

8 If you are using CRM Online as your CRM Environment, the Windows Live Id and Password fields will be enabled and you will be required to enter them to proceed. EXCHANGE SERVER INFORMATION In order to properly connect with Exchange Server and place the Distribution Lists and Contacts in the proper locations, the Exchange Server name, Distribution Lists Organizational Unit and Contacts Organizational Unit are required. The screenshot below shows this required information

9 ACTIVE DIRECTORY LOGIN INFORMATION In order to properly connect with Exchange Server a user account with access to the Exchange Management Console and a role that can Create/Update distribution lists and recipients is required. The final screenshot displays these requirements. After you have entered the required information, click on the Finish button, and the registration wizard will save this information and execute the CRM to Exchange Sync Windows application in order to configure your Synchronization Settings.

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