Server Side Sync for CRM 2016 On PRemise -- Can we stop the automatic sync process

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Posted on by reshmap

Hello,

Our environment is crm 2016 on premise and currently using email router. We had a need to track the email response and hence planning to move to server side sync.

However with email router and crm plugin for outlook, each user has the ability to select what items to be synced to outlook -- contacts/tasks...

If we move to server side sync, will the users have the ability to stop the auto sync and instead choose the entities that needs to be synced.

Or can this be controlled at the configuration level so that it applies to all users in the organization?

TIA

Reshma.

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Kokulan 18,050 on at

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RE: Server Side Sync for CRM 2016 On PRemise -- Can we stop the automatic sync process

Hi

First of all, I have to say moving to Server Side Sync is a good decision. It does not mean Server Side Sync does not have any issues but its way better than Email Router.

In terms of Controlling which methods used by each mailbox, this is something you as an Admin have full control over. You can decide which sync methods should be used by each user, from Email configuration area, Please see below

You can also configure at Org level, which entities and fields synced, as shown below

And then each user, in their personal options area, have the following settings that they could do

Please follow the link below if you would like to learn more about SSS

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/server-side-synchronization
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Dynamics365 Rocker 7,755 on at

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RE: Server Side Sync for CRM 2016 On PRemise -- Can we stop the automatic sync process

If you did server side sync then you can change it any time.

A user who has privileges to do that can update it.
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Radu Chiribelea 6,667 on at

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RE: Server Side Sync for CRM 2016 On PRemise -- Can we stop the automatic sync process

Hi Reshma,

You can set up from the Mailbox the synchronization method for Appointments, Contacts and Tasks for CRM (Either Server Side Synchronization or Outlook Client)

With regards to the data that gets synchronized - the synchronization filters still apply also for SSS

Regards,

Radu