Agile Dynamics CRM to Exchange Synchronizer Version: 5.3.1 This module provides seamless integration and synchronization of data between Exchange server and Dynamics CRM server. Works with any email client attached to Microsoft Exchange 2007 or higher, including - Outlook, Entourage, Apple Mail, Thunderbird - iPhone/iPad, Android, Blackberry, Windows Phone etc. Automatic detection and synchronization of Meetings, Calls, Appointments, Emails, Tasks, Opportunities and Cases. Operation is completely server side. No need for AddIns. Revision History Version 5.3.1 Feature: OAuth support Version 5.2.2 Feature: Support for Dynamics 365 for Sales Version 5.2.1 Improvement: Support for TLS 1.1 and TLS 1.2 Version 5.1.2 Feature: Journal "Description" for Appointments should contain event date to simplify log view. Feature: Improve sync of recurring events where several attendees are CRM users. Bug: Journal datetime sort was incorrect (dates sorted as strings, need to sort by value). Version 5.1.1 Feature: Information about autocreated and linked items is now reflected in Journal Feature: About dialog now contains buttons to zip logs, zip data, open data folder Feature: CrmFilter for E->CRM Feature: Bind to unresolved attendees in CRM Feature: SkipAppointmentsStartBefore option Improvement: Merge for appointments with same name became faster Improvement: Categories in Exchange are not set if item is not saved Improvement: Archive Email scenario: don't check unread items if MarkRead=false Improvement: Appointments merge using GlobalObjectId field Improvement: In the Monitor buttons moved to toolbar Improvement: Ability to open Reset Last Sync Time dialog in read only mode Improvement: Set Sender field in Archive Email Improvement: Profile Manager: tooltips added for toolbar buttons Improvement: Contact lastname is set when new contact is created in CRM (before updating all other fields) Bug: CheckPulls still continue to query Exchange events even when pulling mode is disabled in Global Settings Bug: It is not possible to clear Dynamics CRM Filter from UI Bug: Impersonation problem, user reset to admin on RenewSecurityToken (once in 8 hours) Bug: License&Users: change Exchange email and day counter will change to "License not found or expired" Bug: License&Users: incorrect error message when one of user names is invalid Bug: Appointments in Exchange change their IDs after accepting, this leads to duplicate creation in CRM Bug: Archive Email scenario: plain text emails have body without line breaks in CRM Bug: Synchronize Meetings CRM->E: body is missing line breaks Bug: Attendee sync from CRM to Exchange changes lastmodificationtime but this is not reflected in History Version 4.3.1 Feature: Recurring meeting synchronization support Exchange->CRM. Feature: Option to disable SSL3 and use TLS instead. This is to protect from POODLE vulnerability. Improvement: faster merge for Contacts with empty FirstName, LastName, Email. Important for legacy Exchange data and customers who used Contacts to store Account information. Fixed: Timezone support for Exchange 2007 appointments. Fixed: Check All Logins test could report false negatives. Fixed: Task Completed status was not synchronized Exchange->CRM. Fixed: Merge of Calls and Meetings with subjects containing special characters. Version 4.2.1 Feature: Notifications are shown at run-time in Profile Manager. Feature: Message filtering for notifications. Improvement: Desktop shortcut is added during install. Improvement: Show New/Merged/Sync values for rules in grid columns. Workaround: "Exchange Pulling Mode" option as a workaround to failed event pull subscriptions in some Outlook 365 instances. Fixed: FileAs not working, so new Contact is shown with empty DisplayName (cosmetic issue). Version 3.11.1 Feature: Global options editor (synchronization interval, verbose level, notifications) Feature: Email notifications for synchronizer actions, errors and events Feature: Journal Viewer with search, auto-update and filtering Feature: Additional options for Meeting attendees synchronization Feature: Synchronize items from a certain date (via "Reset Last Sync Time" dialog) Feature: In Exchange Connection settings new option for Exchange_2013 Feature: Journal.txt Rotation Version 3.10.1 Feature: User Login checker Feature: Office 2013 support, including Office 365 Feature: Make a copy of archived email Feature: Option to generate undo sync script (for advanced users) Feature: New fields supported in Meeting synchronization: Required, Optional, Show Time As. Fix: Show setup version in the About box Fix: Verify email addresses on Users&Licenses tab Fix: Scheduler always defaults to most frequent synchronization Fix: Change default value for Sync Private Items from 'y' to 'n' Version 3.9.1 Feature: Synchronization rules now can be overridden by user. Improvement: Synchronization speed optimized. Improvement: If synchronization profile fails to start then the service tries to start it again. Improvement: Synchronizer survives in the case of Internet connection glitches. Improvement: Dynamics connection works even if security certificate is untrusted. Improvement: If a new Dynamics lead is created from Exchange contact then contact description is copied to lead topic. Improvement: If a Dynamics lead is auto created from Exchange Email then Email subject and body are copied to topic and description of the new lead. Improvement: Contact/Lead/Account merge if email field is empty. Match is performed using first name, last name and company name. Improvement: Archived emails are marked as Sent or Received in Dynamics. Improvement: When creating a parent account in CRM, address is filled from contact. Copied fields are: Address, Business phone and Fax, Website and Primary Email. Improvement: When syncing c2e, field FileAs in Exchange is filled. Option added. Default for Contacts and Leads: SurnameCommaGivenNameCompany. Default for Accounts: Company. Improvement: Middle name synchronization for Contacts and Leads. Improvement: Mobile phone synchronization for Leads. Fix: Address line 2 and line 3 were not synchronized from CRM in Contatcs, Accounts, Leads. Fix: Home and Other phones were messed up in Leads. Fix: When adding new scenario to profile all other scenarios options should not be cleared up. Fix: If Contacts and Leads are stored in the same Exchange folder then only one of these types is synchronized. Fix: Automatic reconnection to Dynamics if security token has expired. Fix: Options of same synchronization rules should not intersect if used in different scenarios of the same profile. Fix: Multi-email archiving when emails are simultaneously placed into a folder. Version 3.7.6 Feature: Filter Dynamics CRM data using system views Feature: Public Contacts Synchronization Feature: Auto create a Lead if no Account/Contact/Lead found when archiving email Feature: Format case folders as "[id] Name" Fix: Invalid license prevents old items from future synchronization Fix: Monitor: full synchronization options can not be changed Fix: "Use Common" column should not be visible in the Users&Licenses list Fix: Categories are not merged when sync from CRM to Exchange Version 3.6.2 Fix: Problems assigning email to contact and account Fix: Add option to set either mark emails as "read" or 'archived" Version 3.6.1 Feature: Synchronizer monitor now allows modifying synchronization scenario options (Categories, folders, filtering and so on) Feature: Correct documentation: DXSync may be on the same server with Exchange Version 3.5.2 Feature: Archive Email is automatically archived to Contacts, Accounts and Leads, if any Improvement: Auto-recover Exchange Pulling Subscription Fix: Status of archived email "read", should be "archived" Feature: Add global parameters for Attachments and Opportunities: Maximum attachment size, attachment filters (allow/deny by file name and extension), default close date for opportunities Version 3.5 Fix: Contacts synchronization scenario now defaults to standard Contacts folder (rather than [Contacts]\CRM Contacts subfolder) Feature: Email attachments archiving Fix: Improved support for old versions of Exchange 2007 Version 3.4 Feature: Monitoring tool providing a view on the synchronizer journal. Shows how many items were synchronized or created by given synchronization rule. Version 3.3 Feature: Automated deployment test. Test set that may be used for validation of Exchange and CRM configuration before deploying in large-scale environments. Feature: Synchronization rule triggering mechanism. Used for chaining sets of actions such as Create Opportunities from Email->Synchronize Opportunity list. Version 3.2 Feature: Synchronizer configurator utility. May be used to set up fine grained synchronization scenarios. Version 3.1 Feature: Fine-grained scheduler to control CRM and Exchange load over the day Version 3.0 Feature: Rebranding support Feature: Archiving folders (“Archive To” existing CRM item). Support for Opportunities and Cases Feature: Automatic synchronizer service Version 2.3 Feature: List items (show CRM items as emails) Version 2.2 Feature: Email Archiving Version 2.1 Feature: Exchange 2010 support Version 2.0 Feature: Synchronization for Leads and Accounts, Meetings and Calls Version 1.1 Feature: Appointment Synchronization with Meetings Version 1.0 Feature: Synchronize Contacts and Tasks