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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 (CRM) Onl...
Microsoft Dynamics CRM (Archived)

Dynamics 365 (CRM) Online to MS Exchange (online/on-premises) connectivity

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Posted on by Parthiban

I've been experimenting Server Side Synchronization between a CRM Online (Dynamics 365) and an Exchange Online (same tenet)  and an Exchange On Premises 2016 experimental instances.  I've successfully (I believe) setup the Server Side Sync with both Exchange Online and  Exchange On premises and found it working too - I got something synchronized.  

But, I've certain observations that i like to confirm and clarify with the experts out there so that I could be sure about them.

  1. Email
    1. CRM monitors only the inbox(incoming email) of the mailbox and the sent items doesn’t get synchronized into CRM from Exchange
    2. Emails sent from CRM doesn’t show up in outlook sent items
    3. Email sent from Outlook doesn’t show in CRM
  2. Appointments
    1. Appointments created in CRM shows up in Outlook
    2. Exchange On Premises - Appointments created in Outlook doesn’t shows up in CRM.  But, it works with Exchange Online
  3. Contacts
    1. Contacts created in CRM show up in outlook
    2. Contacts created in Outlook doesn’t show up in CRM
  4. Tasks
    1. Tasks created in CRM show up in outlook
    2. Tasks created in Outlook doesn’t show up in CRM

Please let me know whether the observations mentioned above are the default behaviors of Dynamics 365 or I'm missing something.

*This post is locked for comments

  • Parthiban Profile Picture
    Parthiban on at
    RE: Dynamics 365 (CRM) Online to MS Exchange (online/on-premises) connectivity

    Hi Mihir,

    Thanks for your response.

    I'm connecting the CRM instance to both online and on-premises for experimentation purposes to configure and test the connectivity possibilities.

    The default server profile could only be one at a time but, it's possible to have more than one server profile and configure them to different mailboxes at a time.

    The Sync fields allows to configure the sync direction of the individual fields but, the issue that i'm facing is that the entire entity (e.g. Contacts, Tasks) doesn't get synced from Outlook to CRM.

  • Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: Dynamics 365 (CRM) Online to MS Exchange (online/on-premises) connectivity

    I am not sure how and why are you connecting the same CRM instance to both online and on-premise Exchange instance?

    You may need to check that first. AFAIK you can only connect to either one of the Exchange environment at a time.

    Here is a link for the server side sync setup.

    technet.microsoft.com/.../dn531109.aspx

    Also you can check the synchronization settings of your CRM instance -

    Settings > Email configuration > Email configuration settings > Synchronization > Synchronized fields

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