Exchange Sync
The calendar and address-book half of a Microsoft connection: the diary and the contacts hanging off the same consent that carries the mail, kept in a store of their own and routed to whichever backend the mailbox needs.
Routing a mailbox to a backend
question 3 of 4- 1a saved setting on the connection
- 2the kind of connection it is
- 3a lookup on the mail domain
- 4otherwise, the modern interface
- three subscriptions per mailbox
- calendar written in either direction
- contacts read into their own table
a connection typed as Exchange is turned away by the message worker. Mail arrives over the Microsoft connection instead
matched on the provider event identifier, thirty days behind to a year ahead, and a cancellation deletes the row
two hundred pages in one pass, into a table of its own, and never written back to the mailbox
Product figures from the platform’s own defaults - not customer averages
How it works.
Four steps settle which backend answers
A saved choice, then the connection kind, then a lookup on the mail domain, then a cloud-first default. Every one of those routes through a guard that throws if a hosted mailbox is aimed at the legacy protocol, which Microsoft is switching off.
Both backends satisfy one contract
The on-premises and the cloud path implement the same twelve operations, so nothing upstream branches on which one it was handed. A server behind your own firewall and a hosted mailbox are the same object to everything above the routing.
Calendar both ways, address book one
Events are matched on the provider's identifier and travel in both directions, so a booking made here reaches the mailbox and an edit made there comes home to the same row. A cancellation deletes it. Contacts are read into a table of their own and never written back.
Subscriptions are a shortcut, not a leg
A change subscription pushes what it can and the ten-minute pass runs underneath it regardless. A failed renewal marks the subscription inactive and that same pass covers the gap, so a lapsed push costs latency rather than data.
Two moments in every message.
Every message passes through the same seven. Exchange Sync is the lit ones, and everything either side of it is a different page in this category.
- 01Connect
the account it syncs with
- 02Compose
writing it, and from what
- 03Send
leaving now, or on a schedule
- 04Arrive
landing, and what it lands as
- 05Attach
pinning it to the right record
- 06Book
the meeting that comes of it
- 07Govern
who may use what, and see what
The specifics.
8 facts- Connecting
- Two doors, depending which screen you started from. The tile in the mail empty state sends you through the ordinary Microsoft consent flow; the panel on the connections page sends you through the organisation-wide one, which refuses to start without an Azure directory identifier
- Backends
- On-premises and cloud, both implementing the same twelve operations, chosen by the four-step routing
- Calendar
- Thirty days behind to a year ahead, matched on the provider event identifier, cancellations delete, writes travelling out on that same identifier
- Contacts
- Read-only, two hundred pages in one pass, into a dedicated table
- Where it lands
- Its own store. The calendar screen reads the platform's table and not this one
- A connection typed as Exchange is refused by the message sync worker; mail comes through the Microsoft connection instead
- Disconnecting
- Subscriptions cancelled, stored credentials blanked, cursors cleared, and your login untouched
- Not the same as
- Outlook and Microsoft 365 carry the mail over this same connection. This page is the diary and the address book hanging off it
What this sits beside.
Mail and diary are one surface with several parts. These are the ones a person passes through in the same minute.
More in Email & Calendar
12 capabilitiesWebmail, four sync providers, tracking, calendar and meetings.
A full mail client inside the CRM, with snooze, send later, eight system folders and a reading sandbox that never runs a single thing the sender wrote.
Connect Gmail on one scope and mail arrives by push rather than polling, filed against the lead holding the address, with nobody having to forward anything.
Any mailbox that speaks IMAP and SMTP connects with a form and a live login test, so a provider nobody built an integration for is still a real inbox here.
Templates with merge variables, organised into groups and permissioned per team, so the answer your best rep writes becomes the answer everybody sends.
Grant a whole template folder to particular roles and teams, so regulated copy stays with the people allowed to send it. Filing is the act of sharing here.
Opens and clicks recorded against the record, with signed link identifiers so the tracking endpoint never trusts a parameter it was handed.
Put a thread out of sight until it matters and schedule a send for the morning, with the parked thread coming back unread so you cannot walk past it.
One signature per connected mailbox, added by the send path to new messages and forwards, so mail from the platform arrives looking like mail from a person.
Connect Zoom and a booking creates, moves and cancels the meeting for you, with the joining link and passcode riding inside the calendar invitation.
Pick Google Meet on a booking and the calendar write mints the link with the invitation, so everyone on the account gets it rather than finding it in a note.
Connect Teams and a booking makes the meeting through Microsoft's own interface, carrying its joining address into the invitation the guests receive.
Inbound mail attaches to the lead holding any address on it, sender or recipient, matched exactly once lowercased. Two columns, one query, no resemblance.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Email & Calendar
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