Microsoft Exchange: Firm Setup
AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to enable sending email and calendar sync from within the CRM.
To enable email and calendar for your firm, you will need to know your Service URL for Microsoft Exchange. See Determining Your Service URL for assistance.
To complete the Email Provider Setup for your firm:
- Navigate to Settings > Firm Profile > Firm Preferences.
- Click in the upper right to make changes to the settings.
- Set the Email Configuration > Provider Setup drop-down to Exchange.
- Click at the end of the Provider Setup line.
- In the new window, enter in your Service URL as determined above.
- The Domain box should only be filled in if it is required for user authentication (check with your IT; this is rare). If you are unsure, leave this blank.
- Click to finish Email Provider Setup.
- Click in the upper right to confirm your changes.
If your Service URL is begins with https://outlook.office365.com/, you will be immediately prompted to finish your Microsoft Exchange: User Setup. All Users in your firm will receive the same prompt the next time they log in.
If you are using any other Service URL for Exchange, each user will need to manually follow the steps in User Setup linked above.
Microsoft Exchange: User Setup
After your CRM Admin user has completed the Microsoft Exchange: Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...
Microsoft 365: Firm Setup
AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to ...
Microsoft Exchange: Determining Your Service URL
When setting up Microsoft Exchange email and calendar integration for your firm, it is necessary to know your unique Exchange Service URL. If you do not already know it, this can be found through Microsoft Outlook by running the Test Email ...
Microsoft 365: User Setup
After your CRM Admin user has completed the Microsoft 365: Firm Setup, each User will be prompted to authenticate with Microsoft 365. For most Users this will happen at their next login to AE CRM. Users will receive a dialog box asking to establish ...
Verify Your Exchange Provider
The Microsoft Exchange email and calendar integration in AdvisorEngine CRM can work with a few different Exchange hosts. To verify which type of Exchange setup your CRM is currently using, complete the following steps: From the Site Navigation bar, ...