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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Aric Levin 30,188 on at

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RE: email sync for multiple orgs

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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RaviKashyap 55,410 on at

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RE: email sync for multiple orgs

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.
Teddibear 415 on at

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RE: email sync for multiple orgs

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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Wayne Walton 13,726 on at

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RE: email sync for multiple orgs

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.