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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM 2013 and ...
Microsoft Dynamics CRM (Archived)

Dynamics CRM 2013 and O365 compatibility

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Posted on by Community Member

Our CRM person left. We run Dynamics 2013 in our data center. We would like to move our mail to O365. I am struggling to determine what I would need to change on the Dynamics side so it knows the new DNS name of our O365 mail server. The folks who use CRM have an Outlook CRM plug-in. I've logged into our CRM environment but can't figure out how the email part works. I basically need to figure out how to connect Dynamics 2013 (on-premise) to Exchange on-liner (O365). Regarding email setup on the CRM server side: I've looked at https://blogs.technet.microsoft.com/ptsblog/2011/03/14/sending-e-mails-from-microsoft-dynamics-crm/ and https://kavsmscrm.wordpress.com/about/ but still don't see where I tell CRM "this is the name of my Exchange server."

Jason

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  • Community Member Profile Picture
    Community Member on at

    I logged onto one of our CRM 2013 servers and found the "Email Router Configuration Manager", is that the only place I would need to change the email server once we move to O365 (it currently has our on-premise Exchange server listed)?

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    This is good article you have found, go to second article where you can see "Configuring the CRM Email Router "section

    Screenshot in point 6 mentioned the email server.

    Open the email router and in general tab you can see the email server there.

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    This article is for configuring Server-Side Synchronization, which apparently is not supported for Dynamics 2013 on-premise with Exchange on-line\O365 after further reading. As a result we use the Email Router Configuration Manager" option.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi Toberah,

    If you are using Email Router for your incoming/outgoing mail server settings, that is the only place where you would have to make changes. If you were moving from Exchange On-Premise to Office 365, that is where the change would be.

    Hope this helps.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    Could you please check below reference

    crmbook.powerobjects.com/.../server-side-sync

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Thank you Aric.

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