Verify Your Exchange Provider

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:

  1. From the Site Navigation bar, navigate to Settings > Firm Profile.
  2. Select the Firm Preferences tab.
  3. Click Edit in the upper right.
  4. Click Setup on the Email Configuration > Provider Setup line.
  5. Compare your Service URL with the following list to determine your provider:
    • https://outlook.office365.com/EWS/Exchange.asmx: Microsoft 365
    • https://mail.smarshconnect.com/ews/exchange.asmx: Smarsh
    • Any other URL: Private firm-based Exchange

Note that this process is only valid if your firm has already set up email and calendar integration already. To determine your exchange provider otherwise, speak directly to your IT.

    • Related Articles

    • 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 ...

    • 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 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 ...

    • Sharing Exchange Calendars in AdvisorEngine CRM

      Caution! The steps below are provided as a courtesy to AE CRM users, but document Microsoft Outlook functionality and are subject to change without AE’s knowledge. Please refer to Microsoft Support for the latest steps and help on changing calendar ...

    • Version 5.6.0

      Release Date: 9/28/2022 Enhancements You can now postpone all alerts until each comes due. The "No Mail" box is now available in Profile Information on the Record. Users of the Exchange email integration who use Microsoft 365 as their Exchange ...