CRM to Exchange Synchronization
Product Registration Instructions
VERSION 2.0
DATE PREPARED: 1/1/2013
DEVELOPMENT: BRITE GLOBAL, INC.
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.
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CONTENTS
Introduction ... 4
About Brite Global ... 4
Running the Registration Wizard ... 5
Choose Product Version ... 6
Personal Information ... 7
CRM Server Information ... 7
Exchange Server Information ... 8
Active Directory Login Information ... 9
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 e-mail 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 www.briteglobal.com.
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 Information Company Name Not in Trial Organization Name that Purchased the
Product. Not required for Trial Version.
Personal Information First Name Not in Trial First Name of person that Purchased the Product. Not required for Trial Version.
Personal Information Last Name Not in Trial Last Name of person that Purchased the Product. Not required for Trial Version.
Personal Information Email Address Not in Trial Email Address of person that Purchased the Product. Not required for Trial Version.
Personal Information Business Phone Number Not in Trial Phone Number of person that
Purchased the Product. Not required for Trial Version.
CRM Server Information CRM Server Service Url Yes The Url of the CRM WCF Service.
CRM Server Information Windows Live Id No
The Windows Live Id and Password are only required if using CRM Online CRM Server Information Windows Live Password No
CRM Server Information Windows Live Confirm
Password No
Exchange Server
Information Exchange Server Name Yes The Url of the Exchange Server. Do not include http or https as part of the url Exchange Server
Information Distribution List
Organizational Unit Yes The Organizational Unit where new Distributions Lists will be created.
Exchange Server
Information Contacts Organizational Unit Yes The Organizational Unit where new Contacts will be created.
Authentication
Information Internet Domain Suffix Yes The Internet Domain suffix is used to verify that Mail Users are not added as Contacts to Exchange
Authentication
Information Domain Username Yes
The Domain Username with Access to Exchange Management Console.
Username will include Domain Name and User Logon Name.
Authentication
Information Password Yes Password of User Domain Account
Authentication
Information 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.
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 Information 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
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
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.
