Microsoft Dynamics CRM (Archived)

Syncing historic emails between outlook 365 and dynamics CRM

(0) Share

Report

Posted on by Community Member

Hi,

My business has recently moved to Dynamics CRM from another system.

I am currently working through a number of issues.

One question I have is how can I sync my historic emails made in Outlook with Dynamics CRM?

For example for a specific contact that I had many interactions with, I would like to see (and enable my colleagues to see) that historic interaction.
At the moment all we can see is the interaction / activity since we implemented CRM.

Thanks,

Peter

*This post is locked for comments

I have the same question (0)

All responses (18)

Answers (0)

BK-MSFT-INTERMED-USER 15 on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

Were you able to get this resolved? I have a similar problem...

Was this reply helpful? Yes No
DmitryIgnatiev 125 on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

Sorry, this you can do only with on-premise versions, for the on-line instance try to contact MS support, I suppose they are able to modify it by demand.

Regards,

Dmitry

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

Thanks, that looks lie it will solve the problem.

However I have no idea how to go about it, how do you access the MSCRM_CONFIG database and execute the query?

Was this reply helpful? Yes No
Suggested answer

DmitryIgnatiev 125 on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

Look at this post, it should help

community.dynamics.com/.../crm-server-side-synchronization-increase-the-limit-of-maximum-days-allowed-to-process-emails-from-earlier-date

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

unfortunately when I try to do this there is an error

Was this reply helpful? Yes No
Suggested answer

DmitryIgnatiev 125 on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

Hi Peter,

Basically you go to Settings -> Mail server settings ->Mail server profiles. Then to Advanced settings section,

Sorry the printscreen is in Spanish but you can see this setting underlined

Regards,

Dmitry

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

Hi DmitryIgnatiev

Please could you provide more information on how to access this setting.

Thanks,

Peter

Was this reply helpful? Yes No
DmitryIgnatiev 125 on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

Hi,

Have you tried to set Process Email From setting in the advanced settings of Email server profile?

Best regards,

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

I'm not sure what you mean by forward mailbox, assume if I did manage to do this then the dates of the original emails would not carry over.

option 2 would require me going through 1000s of emails and assigning them to the contact/account.

It's a real shame that Microsoft has not thought this would be a necessary function of CRM and just make it easy to do it.

Surely there should be a simple way to specify what date you want the synchronisation to start with?

Thanks for your help anyway.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Syncing historic emails between outlook 365 and dynamics CRM

No, this is a old version of outlook. It seems that in Outlook 2016 Microsoft have taken out manual syncing.

Was this reply helpful? Yes No