Demandbase syncs emails and calendar meetings between Demandbase users and target accounts through Microsoft Exchange. Synced communications appear in communication history to help Marketing and Sales teams understand account engagement.
This article explains which Microsoft Exchange versions Demandbase supports, how email and calendar synchronization works, and how IT administrators can verify Exchange connectivity.
Supported Microsoft Exchange Versions
Demandbase supports the following Microsoft Exchange versions:
| Microsoft Exchange Version | Version Number | Supported |
| Exchange Online / Microsoft 365 | N/A | Yes |
| Exchange Server 2019 | 15.2 | Yes |
| Exchange Server 2016 | 15.1 | Yes |
| Exchange Server 2013 | 15 | Yes |
| Exchange Server 2010 SP2 | 14.2 | Yes |
| Exchange Server 2010 SP1 | 14.1 | Yes |
| Exchange Server 2010 | 14 | Yes |
| Exchange Server 2007 SP3 | 8.3 | Yes. Contact your Demandbase Account Team. |
| Exchange Server 2007 SP2 | 8.2 | Yes. Contact your Demandbase Account Team. |
| Exchange Server 2007 SP1 | 8.1 | Yes. Contact your Demandbase Account Team. |
Important: Exchange versions earlier than 8.0.685.24 are not supported.
How Demandbase Syncs Microsoft Exchange Communication History
Demandbase users authenticate their Microsoft Exchange accounts to enable email and calendar synchronization. Credentials are encrypted in transit and at rest.
Demandbase syncs emails and calendar meetings between authenticated Demandbase users and target accounts. Synced communications are securely stored and made available based on your organization's communication visibility settings.
See Understanding Microsoft Exchange Email Sync.
When Demandbase Syncs Microsoft Exchange Communication History
Demandbase syncs emails and calendar meetings at scheduled intervals based on your organization's Data Sync Settings.
Identify Your Microsoft Exchange Server Version
Use Microsoft Outlook to identify your Exchange Server version and confirm that Demandbase supports it.
- Open Microsoft Outlook.
- Press and hold Ctrl while right-clicking the Outlook icon in the Windows notification area.
- Click Connection Status.
Scroll horizontally to locate the server version number.
- Compare the version number with the Supported Microsoft Exchange Versions table.
Verify Microsoft Exchange Connectivity
Use the Microsoft Remote Connectivity Analyzer to verify that your Exchange environment supports the connectivity required for Demandbase synchronization.
- Open the Microsoft Remote Connectivity Analyzer.
-
Select Exchange Server > Synchronization, Notification, Availability, and Automatic Replies.
- Enter the required credentials and account information.
- Click Perform Test.
- Review the test results.
Understand Microsoft Exchange Connectivity Test Results
After running the connectivity test, review the results to determine whether additional troubleshooting is required.
- Succeeded or Passed with Warnings: The connectivity test passed, indicating that your Exchange environment supports the tested connection.
- Failed: Export the test results and contact Demandbase Support. Attach the RCATestResults.html file to help troubleshoot the issue.