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Customer experience | Sales, Customer Insights,...
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CRM email save in outlook "Sent" folder

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I have read that Microsoft made the changes to the server-side-sync so emails sent from CRM will be saved to outlook Sent folder now. Is it only for CRM online? We have CRM 365 on prem and version is 9.0.18.12, a pretty recent version. We are using exchange on-prem server. I don't see this feature. Do I need to turn it on?

Thanks

Holly 

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  • Suggested answer
    Carlos Eduardo Fontolan Profile Picture
    on at

    Hello Holly,

    I hope you are well.

    Based on official documentation only online organizations working with the sent folder.

    It is possible to see docs.microsoft.com/.../server-side-synchronization

    Sent Items folder: If your server version is 9.1.0000.16819 or greater, email messages sent from Dynamics 365 apps using a server-side synchronization enabled Exchange mailbox will be visible in the Sent Items folder in the Exchange sender mailbox. To determine your version, sign in and in the upper-right corner of the screen, select the Settings button (User profile Settings button) > About.

    Also based on official documentation the last update to On-Premises is 9.0.22.8 Microsoft Dynamics 365 On-Premise Cumulative Updates and Online stay on 9.1.0.26402 as mentioned here Released Versions of Dynamics 365 for Customer Engagement - Release Notes | Microsoft Docs

    I hope the information shared helps you.

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