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Microsoft Dynamics CRM (Archived)

Email Router or Server-Side Sync?

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Posted on by 360
I just installed 2013 on a new 2008R2 server and I'm trying to figure out what is the best method going forward to manage our emails. I believe when we were on 2011 it was configured to use the email router but since this is a completely new server I would have to reconfigure that anyway. After doing some research, I'm debating whether we should just set up server-side synchronization now. We have an on-premise deployment. Can anyone give me some suggestions for the pros/cons of either configuration?

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  • Verified answer
    Manoj Batchu Profile Picture
    1,691 on at

    Hello,

    Below is small outline of Server Side Sync:

    PROs:

    1. Simplied Administration as there is no need to connect to Email router server. All the settings can be managed from CRM UI itself.

    2. It can be used to sync tasks, appointments and contacts from Exchange WEB Services. This can avoid the use of Outlook client which needs to be always open.

    3. No need of a separate installation of Email router.

    CONs:

    1. Processing of emails is performed by the Asynchronous processing service. In large environments, there will be a huge load on ASync (Backend) servers.

    2. The server-side synchronization may show failures because of potential deadlocks in recurring appointment synchronization. In most cases those failures will be successfully retried in next run of server-side synchronization. However, these deadlocks may impact server performance.

    Note:

    The server side synchronization is not a total replacement for the Outlook client. Most users still prefer to manually pick and choose which emails get tracked inside of CRM.

    For existing CRM Online customers, server-side synchronization requires that the organization database be updated to CRM Online Spring ‘14 (305320).

    * Exchange Online (emails, appointments, contacts, and tasks) and white-listed POP3/SMTP servers (emails only).

    Please ensure you have enough testing and hardware for CRM on-premises and Exchange Server on-premises before using server-side synchronization in your day-to-day environment.

    The load and performance impact of server-side synchronization highly depends on the:

    - Number of enabled mailboxes

    - Load of user usage (daily or peak) on emails, appointments, contacts, and tasks

    - Load on the Exchange server and Async server (such as workflows, etc)

    - Optimization of the SQL servers

    - Data topology of the Exchange server

    - Hardware specification and Internet connection of the environments.

  • Verified answer
    ScottDurow Profile Picture
    21 on at

    The biggest benefit of server side sync is that it does not rely on having outlook running for items to be synced between CRM and Exchange Server (although you still need to use outlook to track items). This greatly reduces the load on outlook and means that already tracked items can be updated on mobile devices and will by synced to CRM.

    See the following excellent article form Jukka - niiranen.eu/.../synchronization-vs-tracking-understanding-activity-management-options-dynamics-crm

    Hope this helps,

    Scott

  • jeannie88 Profile Picture
    360 on at

    Thanks guys! I really appreciate it.

  • Varun Singh Profile Picture
    943 on at

    One more advantage is Server Side Sync provides error reporting for mailboxes in the CRM application.... You can use Server-Side  synchronization performance dashboard where you can see which mail needs attention.

  • Dieter Tontsch Profile Picture
    25 on at

    Hi Scott,

    I've read many of your posts in the past, they are usually brilliant, now I wold be interested into the mentioned article re. crm server-side synch vs. manual tracking. But I get a 403 forbidden once I try to access it. Is there any chance to get this article?

    cheers,

    Dieter

  • Dieter Tontsch Profile Picture
    25 on at

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