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Outlook Server Side Sync to different tenant

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Posted on by Simon Staniforth

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Now that Microsoft appear to have disabled the old Outlook Add-In from working, we have several customer who for various reasons have Dynamics 365 in one tenant and one or more Exchange organisations in a different tenant. I cannot understand why Microsoft have removed the option to be able to work with Outlook for these customers, without providing any sort of alternative.

One customer is a large organisation in Australia that has many sub organisations - some company owned and some privately owned - there is no way that they can say to all these sub organisation that they have to now merge all of their mail organisations into one. What is the option here? The customer needs to track both emails and appointments otherwise we could just setup a POP3/SMTP server connection.

Any help welcomed here!

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Chathura Rodrigo on at

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RE: Outlook Server Side Sync to different tenant

Hi Tyson,

Is it possible to provide your email so that I can send you the relevant details. You can contact me at chathura@totalcrm.com.au.

Thanks.
Tyson Bosse on at

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RE: Outlook Server Side Sync to different tenant

Hello Chathura,

Would you be able to provide me the email address of the mailbox and the Dynamics 365 Online organization url?

Thanks,

Tyson
Chathura Rodrigo on at

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RE: Outlook Server Side Sync to different tenant

Hi Tyson,

Thanks for posting this solution. I’m testing this for Simon and was able to configure the email profile and publish the app successfully. However, I’m getting an authentication error when opening the outlook app in OWA. Any help to resolve this issue will be great. Thanks.

Error Details

"currentDate": "Thu, 04 Feb 2021 10:52:40 GMT",

"errorDetails": {

"errorTitle": "We're sorry",

"errorMessage": "You are not part of this organization. Please contact your administrator.",

"helpLink": "go.microsoft.com/.../

"errorComponent": "CRMProvider.executeOdataQuery",

"errorCode": 2147951968,

"stack": "Error: The user is not a member of the organization.\n at new t (xx.crm6.dynamics.com/.../shim.js at Function.e._convertResponseToComponentError (xx.crm6.dynamics.com/.../shim.js at xx.crm6.dynamics.com/.../shim.js at r (xx.crm6.dynamics.com/.../bluebird.min.js:25:72908)\n at r._settlePromiseFromHandler (xx.crm6.dynamics.com/.../bluebird.min.js:25:46321)\n at r._settlePromise (xx.crm6.dynamics.com/.../bluebird.min.js:25:47121)\n at r._settlePromise0 (xx.crm6.dynamics.com/.../bluebird.min.js:25:47820)\n at r._settlePromises (xx.crm6.dynamics.com/.../bluebird.min.js:25:49037)\n at r._drainQueue (xx.crm6.dynamics.com/.../bluebird.min.js:25:3052)\n at r._drainQueues (xx.crm6.dynamics.com/.../bluebird.min.js:25:3113)\n at drainQueues (xx.crm6.dynamics.com/.../bluebird.min.js:25:1222)"
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Tyson Bosse on at

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RE: Outlook Server Side Sync to different tenant

Hello Simon,

There is an alternative method using Server Side Sync. If you navigate to settings > email configuration > email server profiles > click the drop down next to +new in the upper left hand corner and select "Hybrid Profile". This will allow you to enter in the EWS endpoint of the Exchange environment as you will have the option to select "no" for autodiscover. If it is Exchange online you will enter in the normal Online endpoint of "outlook.office365.com/.../Exchange.asmx" Regardless of what tenant the online mailbox resides, you will enter in the online endpoint here.

Now below that you will see an area to enter service account. You will enter in a "Service Account" user name and password of an account in that Exchange Tenant and this account must have the "application impersonation" role within the Exchange tenant. This will be what will authenticate the Dynamics Online environment from Tenant A to the Exchange Environment in Tenant B.

You can follow the hybrid setup article here for more in depth details:

docs.microsoft.com/.../mt622059(v=crm.8)

The above article documents that you use this for Dynamics Online to Exchange on-prem. But the exact same steps would be run if you want to connect Dynamics Online to Exchange Online in a different tenant. If you have questions on this please do let me know.

Thanks,

Tyson