Default synchronization methods for Exchange Online & D365 Sales

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Posted on by TheGoodDBA

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In D365 Sales -> Advanced Settings -> Email Configuration -> Email Configuration Settings there is a section in Email tab to "Configure default synchronization method". We have the following settings:

Server Profile - Microsoft Exchange Online

Incoming Email - Server-Side Synchronization or Email Router

Outgoing Email - Server-Side Synchronization or Email Router

Appointments, Contacts, and Tasks - Server-Side Synchronization

Currently we have users accessing Outlook both with the Outlook Desktop Application and using Outlook.Office.com or Online.

My questions are regarding these synchronization settings and the options we have:

1. What is the difference between setting each of these settings above for server-side synchronization vs. Microsoft Dynamics 365 for Outlook?

2. Since we have both Desktop Outlook clients AND Online Outlook clients, should these settings be set differently depending on how Outlook is accessed? Or does Server-Side synch work regardless of how the user accesses Outlook?

If someone could describe what these settings actually control, and example uses of them, that would be great.

Thanks,

Steve

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TheGoodDBA 235 on at

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RE: Default synchronization methods for Exchange Online & D365 Sales

Thank you for the immediate and thorough response. Much appreciated.

Steve

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RE: Default synchronization methods for Exchange Online & D365 Sales

Hi Partner,

Please click Yes under "Did this answer your question?" to close this thread if the answer is helpful.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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RE: Default synchronization methods for Exchange Online & D365 Sales

Hi Steve,

Yes, it can be understood that way.

Regards,

Leah Ju

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TheGoodDBA 235 on at

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RE: Default synchronization methods for Exchange Online & D365 Sales

Hi Leah,

Thank you! this is very helpful information! I have not digested it totally, but here is what I have summarized as an understanding. Can you confirm?

My users, even the same users, that have Outlook loaded on the desktop and access to exchange online can use server side sync setting and the D365 App for Outlook to synchronize emails, contacts, tasks, and appointments to D365 for Sales. This is very encouraging news. This means we do not have to restrict the users to one or the other means to access email.

Thanks,

Steve

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RE: Default synchronization methods for Exchange Online & D365 Sales

Hi Steve,

1.For you first question--"What is the difference between setting each of these settings above for server-side synchronization vs. Microsoft Dynamics 365 for Outlook?"

There are three ways to use email and CRM together.

Synchronizing email with Microsoft Dynamics CRM: An explanation of each approach

Server-Side Synchronization. Server-side synchronization can be used to set up email processing. It connects Microsoft Dynamics CRM with one or more Exchange servers or POP3 servers for incoming email, and one or more SMTP or Exchange servers for outgoing email.

Microsoft Dynamics CRM Email Router: The Microsoft Dynamics CRM Email Router is a software application that creates an interface between Microsoft Dynamics CRM On-Premises or Microsoft Dynamics CRM Online and a supported Microsoft Exchange Server, SMTP, or POP3-compliant email server.

Microsoft Dynamics CRM for Outlook: Microsoft Dynamics CRM for Outlook (Outlook Client) enables access to the same data through Microsoft Outlook as the Microsoft Dynamics CRM Web client. Dynamics CRM for Outlook is for Microsoft Dynamics CRM users who need access to CRM data while using the Outlook application.

For more detailed information, you can refer following link:

3 Ways to Synchronize Your Email System with Microsoft Dynamics CRM: A Side-by-Side Comparison (hso.com)

Tip #615: User experience differences between Outlook and Server-Side Synchronization | Power Platform & Dynamics CRM Tip Of The Day

2.For you secont question--"Since we have both Desktop Outlook clients AND Online Outlook clients, should these settings be set differently depending on how Outlook is accessed? Or does Server-Side synch work regardless of how the user accesses Outlook?"

There is no need to deploy dynamics 365 app for Outlook differently depending on how you access it.

How to deploy Dynamics 365 App for Outlook | Microsoft Docs

If you have an Office 365 subscriptions that includes access to your email through the browser, then navigate to https://outlook.office365.com . You will be prompted to log in with your credentials. After logging in, select an email within your Inbox.

Also, you need know System requirements, limits, and configuration values for App for Outlook, which are important:

System requirements, limits, and configuration values for Dynamics 365 App for Outlook | Microsoft Docs

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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