Skip to main content

Notifications

Announcements

No record found.

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

Dynamics CRM 2013 and O365 compatibility

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

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

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM 2013 and O365 compatibility

    Thank you Aric.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Dynamics CRM 2013 and O365 compatibility

    Hi ,

    Could you please check below reference

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

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Dynamics CRM 2013 and O365 compatibility

    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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM 2013 and O365 compatibility

    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
    gdas Profile Picture
    gdas 50,085 on at
    RE: Dynamics CRM 2013 and O365 compatibility

    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 Microsoft Employee on at
    RE: Dynamics CRM 2013 and O365 compatibility

    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)?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans