Dynamics Community Forum Thread Details

Multiple email accounts and syncing

I have asked these questions to Microsoft support and they are not able to answer these questions about how to set up CRM for a small business where users use more than one email address and we all use shared mailboxes.

So I have done some research, but some things are still unclear. If anyone knows the answers, I would be grateful.

1. I understand that CRM outlook add-in will only sync with default email account. Does that mean that it also only syncs with default exchange folders within that account? i.e. it syncs with inbox, sent items, contacts etc. but ONLY the default folders? So if custom folders are made, you cant select those to sync with?

2. Is the above also true for server side syncing?

3. If I have multiple inboxes and accounts for sending emails, does anyone have a recommendation how to track in CRM?

4. I could think of two ways to do this. One is to use shared exchange mailboxes.

5. The other would be to combine all my mail accounts into one exchange account and use aliases and search folders to view them separately.

6. Is there a cleaner way?

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