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Microsoft Exchange to Pega Sales Automation calendar integration

Microsoft Exchange to Pega Sales Automation calendar integration is a background process that synchronizes your Microsoft Exchange calendar with your Pega Sales Automation calendar.

You have the following options for synchronizing your calendars:

Prerequisites

You must complete the steps that are required to configure the Pega Sales Automation to Microsoft Exchange calendar integration before you can configure the Microsoft Exchange to Pega Sales Automation calendar integration. For details, see Configuring Pega Sales Automation to Microsoft Exchange calendar integration.

Limitations

The following calendar integration functionality is not supported when using Pega Sales Automation 7.31 and 7.4:

  • Synchronizing recurring appointments from Microsoft Exchange to Pega Sales Automation
  • Synchronizing private appointments from Microsoft Exchange to Pega Sales Automation
  • Accepting an appointment from Pega Sales Automation

The following calendar integration functionality is not supported when using Pega Sales Automation 7.22 with Hfix-33779:

  • Synchronizing recurring appointments from Microsoft Exchange to Pega Sales Automation
  • Synchronizing private appointments from Microsoft Exchange to Pega Sales Automation
  • Synchronizing meeting attachments from Microsoft Exchange to Pega Sales Automation
  • Accepting an appointment from Pega Sales Automation
  • Associating a Pega Sales Automation appointment with organizations, accounts, or opportunities
  • Capturing attendee responses in Pega Sales Automation

Published September 27, 2017 — Updated October 25, 2018

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