Is historic data synced during initial data sync? Are there any timeframe limitations for it?
During the initial sync, the data synchronization will happen based on the sync settings. Similarly, all the subsequent syncs will take place according to the sync settings. Please note that only a maximum of six months of data will be synced.
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What types of authorization are supported for MS Exchange?
Currently, the MS Exchange for Zoho CRM extension can be authorized by administrators in two ways: Basic and OAuth. However, Microsoft has recalled the Basic method of authorization, so only the OAuth method will be available for users in the near ...
What Zoho CRM modules are compatible with this extension?
The Contacts, Tasks, Events, and Mails modules in Zoho CRM are compatible with the extension.
Which Zoho CRM editions does the extension support?
Enterprise and Ultimate editions of Zoho CRM. If you have not subscribed to these editions, you should upgrade your edition to use the extension.
When an administrator switches methods from Authorization Code to Client Credentials, how is data related to the previous data sync managed?
When migrated from the Authorization Code method to Client Credentials, the user will not have access to the Tasks module of Microsoft 365. Also, the complete data of the organization in the Contacts, Events, and Mails modules can be accessed.
What is the Client Credentials method in OAuth?
The Client Credentials method of OAuth implies with impersonation; i.e., via the administrator's authorization alone, the data from all the users of that organization will be synchronized. With this option, the Contacts, Events, and Mails modules ...