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Microsoft Dynamics CRM (Archived)

Email synchronization with Microsoft Dynamics CRM Online

Posted on by 140

Hi Guys,

 

We have current setup, MS CRM Online and Microsoft Email Exchange On-premise 2013.

Can someone please advise which Email Configuration Settings should we use.

Can we use Microsoft Dynamics 365 for Outlook option for Incoming Email & Outgoing Email & Appointments, Contacts, and Tasks
or we need to use Server-Side Synchronization.

Our goal is to track communication in social pane under record in CRM and be able to send e-mails from MS CRM

 

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Email synchronization with Microsoft Dynamics CRM Online

    Hi Davor S,

    Server-side synchronization doesn’t support Hybrid deployments so it is not recommend to use it for Microsoft Dynamics CRM Online with Exchange (on-premises). You will have to use the Email Router/Outlook synchronization or configure an Exchange Server (Hybrid) profile to use Microsoft Dynamics CRM Online with Exchange (on-premises). This article explains the unsupported Exchange Server (Hybrid) profile approach.

    My recommendation is to upgrade your Exchange (on-premises) to Exchange Online and then use server-side synchronization for your email service configuration.

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