Enable CRM to Mailbox Unidirectional Read-Only Sync

Article ID: 353
Last updated: 20 Jun, 2018

By default, Riva provides bidirectional synchronization between the target user's CRM account and mailbox. Riva also offers an advanced option to enforce unidirectional (CRM to mailbox) read-only synchronization to support those customers that want to enforce data management exclusively in the corporate CRM system.

To enable unidirectional, read-only CRM-to-mailbox synchronization:

  • Apply one or more of the following advanced options to the sync policy:

    Sync.Crm.Readonly.Contact = true (Enabled, read-only sync for contacts and accounts.)

    Sync.Crm.Readonly.Lead = true (Enabled, read-only sync for leads.)

    Sync.Crm.Readonly.Appointment = true (Enabled, read-only sync for appointments.)

    Sync.Crm.Readonly.Phone_Call = true (Enabled, read-only sync for phone calls.)

    Sync.Crm.Readonly.Task = true (Enabled, read-only sync for tasks.)

    Sync.Crm.Readonly.Event = true (Enabled, read-only sync for events in supported CRMs only.)

    Sync.Crm.Readonly.Service_Appointment = true (Enabled, read-only sync for service appointments in Microsoft Dynamics CRM only.)

Applies to

  • Riva On-Premise or higher for Exchange.
  • Riva On Premise 2.4.36 or higher for IBM Notes-Domino.

Article ID: 353
Last updated: 20 Jun, 2018
Revision: 4
Views: 7628
Also read
item Set Advanced or Custom Options for Connection or Sync Policy

Prev     Next
Options to Handle Existing Exchange Items for First Sync       Remove Closed Module Items and AssignTo Drop Folders

Back to Top