Demandbase can sync email and calendar communication history between Demandbase users and target accounts.
This article provides IT administrators with information about supported Microsoft Exchange versions, how Demandbase syncs communication history, and how to verify 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 Communication History
Demandbase users authenticate their Microsoft Exchange accounts by entering their credentials in Demandbase. 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 in Demandbase based on your organization's communication visibility settings.
For information about controlling access to synced communications, see How the Microsoft Email and Demandbase Sync Works.
When Demandbase Syncs 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.
- Open Microsoft Outlook.
- Press and hold Ctrl while right-clicking the Outlook icon in the Windows notification area.
- Click Connection Status.
- Scroll horizontally to the right 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 test whether 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.
Outcome of Verifying Microsoft Exchange Connectivity
Succeeded or Passed with Warnings: The connectivity test passed, indicating that the Exchange environment supports the tested connection.
Failed: Export the test results and submit a ticket to Demandbase Support ticket. Attach the RCATestResults.html file to help troubleshoot the issue.