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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Syncing historic email...
Microsoft Dynamics CRM (Archived)

Syncing historic emails between outlook 365 and dynamics CRM

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Posted on 5 Oct 2017 16:00:36 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

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  • BK-MSFT-INTERMED-USER Profile Picture
    BK-MSFT-INTERMED-USER 15 on 23 Jun 2020 at 15:32:13
    RE: Syncing historic emails between outlook 365 and dynamics CRM

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

  • DmitryIgnatiev Profile Picture
    DmitryIgnatiev 125 on 27 Oct 2017 at 08:36:22
    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

  • Community Member Profile Picture
    Community Member on 26 Oct 2017 at 18:36:16
    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?

  • Suggested answer
    DmitryIgnatiev Profile Picture
    DmitryIgnatiev 125 on 26 Oct 2017 at 18:08:27
    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

  • Community Member Profile Picture
    Community Member on 26 Oct 2017 at 15:55:31
    RE: Syncing historic emails between outlook 365 and dynamics CRM

    unfortunately when I try to do this there is an error

    2766.Untitled.png

  • Suggested answer
    DmitryIgnatiev Profile Picture
    DmitryIgnatiev 125 on 26 Oct 2017 at 15:08:39
    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, 

    EmailSync.png

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

    Regards,

    Dmitry

  • Community Member Profile Picture
    Community Member on 26 Oct 2017 at 14:36:14
    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

  • DmitryIgnatiev Profile Picture
    DmitryIgnatiev 125 on 26 Oct 2017 at 13:57:04
    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,

  • Community Member Profile Picture
    Community Member on 06 Oct 2017 at 12:47:20
    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.

  • Community Member Profile Picture
    Community Member on 06 Oct 2017 at 12:44:08
    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.

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