Dynamics Community Forum Thread Details

Email sync behavior between Exchange Server and Dynamics 365 when server-side sync is configured

Setup: Dynamics 365 and Exchange Server in same Office 365 tenant with server-side sync enabled and configured, and User email settings in Dynamics 365 set to "Track all email messages".

I am experiencing that some of the emails that I send to people for whom I have Contacts in Dynamics 365 with that email address are not getting synced to the Activity pane on those Contacts. In some cases yes; in some cases no -- I cannot see a pattern.

I contacted Support and they tell me that outgoing emails do not automatically sync to Contacts even if server-side sync is set up and configured correctly. They say I need to use the Dynamics 365 App for Outlook to manually set each outgoing email that I want to sync to a Dynamics 365 Contact to Regarding that Contact.

It seems to me that this cannot be correct, for the following specific reasons:

1. What is the point of server-side sync if you have to manually sync each outgoing email? (Not to mention, who has time for that?)

2. What if you are using an email client other than Outlook (for example, your phone, or Outlook Web App)?

I would be grateful if a Microsoft MVP or other authoritative voice could explain in simple language how this is supposed to work.

Thanks in advance!

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