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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 can choose from the following options for synchronizing calendars:

Before configuring any of these mechanisms, see and complete Configuring Pega Sales Automation to Microsoft Exchange calendar integration.
  • Push mechanism (recommended) – The push mechanism listens for Exchange Web Services (EWS) notifications to identify new, updated, and canceled appointments on the Microsoft Exchange server and then synchronizes the appointments with your Pega Sales Automation calendar.

Depending on your Pega Sales Automation version, for more information, see Configuring the push mechanism for Microsoft Exchange to Pega Sales Automation 8.1 and later calendar integration or Configuring the push mechanism for Microsoft Exchange to Pega Sales Automation 7.4 and earlier calendar integration.

  • Polling mechanism – The polling mechanism checks for new, updated, and canceled appointments on the Microsoft Exchange server and then synchronizes the appointments with your Pega Sales Automation calendar. Use the polling method only if the push mechanism is not available for your implementation.

Depending on your Pega Sales Automation version, for more information, see Configuring the polling mechanism for Microsoft Exchange to Pega Sales Automation 8.1 and later calendar integration or Configuring the polling mechanism for Microsoft Exchange to Pega Sales Automation 7.4 or earlier 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:

  • 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
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