Each business is unique and requires different synchronization scenarios. This page is an entry point to the repository of common synchronization scenarios supported by AESync.

Each scenario has a corresponding diagram and description. Scenarios marked as default are included into AESync setup package.

Note: Use "Save target as" popup menu item to download scenarios.

Contacts

• Synchronize Contacts (default)

Accounts

• Synchronize Accounts (default)

Leads

• Synchronize Leads (default)

Calls

• Synchronize Calls (default)

Meetings

• Synchronize Meetings (default)

Email Archiving

• Archive Emails from CRM\Archive Email (default)
• Archive Emails from Inbox | download
• Archive Emails from Sent Items | download

Opportunities

• Auto Create Opportunity (default)
• List and Archive Opportunities (default)

Cases

• Auto Create Case (default)
• List and Archive Cases (default)

Tasks

• Synchronize Tasks (default)