Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

CRM email save in outlook "Sent" folder

Posted on by 235

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 

  • Suggested answer
    RE: CRM email save in outlook "Sent" folder

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans