How to setup a Domain User for the Exchange Synchronizer (EWS) for Visma CRM or Business

Last update:
Created :
Written by Thomas Speekenbrink

Overview:

To access the Exchange folders, a separate user account is needed on the Windows domain. This can be a normal domain user, domain admin rights for this user are not required.

This article applies to:

  • Exchange Synchronizer for Visma CRM
  • Exchange Synchronizer (EWS) for Visma CRM
  • Exchange Synchronizer for Visma Business
  • Exchange Synchronizer (EWS) for Visma Business

How to:

Please follow the steps as described below.

1. Go to Start > Administrative Tools > Active Directory Users and Computers

 
2. Right-click Users select New and select User
 
 
3. Enter the details for the new user, for example; First Name: Sync, Last Name: User, Full Name: Sync User, User Logon Name: Syncuser click Next
 
 
4. Type a password and set the correct options as stated in the screen-print below.
 

5. Set the remaining options as stated in the screen-print below.
 

6. Check the details of the user which will be created and click the Finish button.
 
Use this account for installation of the Exchange (EWS) Synchronizer for Visma CRM / Business and check if the user has enough rights to run a Windows Service.