email sync for multiple orgs

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Posted on by Teddibear

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After reading this in the administration guide:

"A user can be a member of more than one Dynamics 365 organization, but an Exchange mailbox (email address) can only synchronize emails, appointments, contacts, and tasks with one organization, and a user that belongs to that organization can only synchronize emails, appointments, contacts, and tasks with one Exchange mailbox."

What is the best practice for managing users and syncing email when a user belongs to multiple orgs within the same instance.

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Wayne Walton 13,730 on at

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Best practice is to have them sync to their primary Org.

Alternate practice is to give them multiple email accounts, one for every org they need to sync.

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Teddibear 415 on at

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So if a user is synced to their primary org then can they send messages or track tasks in the other orgs at all? How does that work?

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RaviKashyap 55,410 Moderator on at

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Hi,

When you do Test & Enable configuration, CRM ask you for your confirmation.

You can read more about this here: https://docs.microsoft.com/en-au/dynamics365/customer-engagement/admin/when-would-want-use-check-box

Hope this helps.

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Aric Levin - MVP 30,190 Moderator on at

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With Server Side Sync, a single mailbox can only be used to send and receive email from one organization.

If you use the email router (which Microsoft un-deprecated), a single mailbox can be used to Send Email out across multiple organizations.

I have not tried this for incoming (which might be an issue for obvious reasons), but it works without any issues for outgoing.

Hope this helps.

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