Supported email service configurations for server-side synchronization

 

Applies To: Dynamics CRM 2015

Depending on your Microsoft Dynamics CRM installation, you may be deciding whether to use server-side synchronization or the Email Router/Outlook synchronization. This following table lists what is supported by server-side synchronization for each type of installation. Later in this topic, you can read about the scenarios that aren’t supported by server-side synchronization.

Important

The information here represents the POP3/SMTP systems supported by Microsoft. Although other POP3/SMTP systems may work with Microsoft Dynamics CRM, those systems were not tested by Microsoft and are not supported.

CRM deployment

Email system

Email synchronization

Appointments, contacts, and tasks synchronization

Protocol

CRM (on-premises)

  • Exchange Server 2010

  • Exchange Server 2013

Yes

Yes

Exchange Web Services

CRM (on-premises)

  • Gmail

  • Yahoo! Mail

  • MSN1

  • Outlook.com 1

  • Windows Live Mail 1

Yes

No

POP3/SMTP

Microsoft Dynamics CRM Online

Exchange Online

Yes

Yes

Exchange Web Services

Microsoft Dynamics CRM Online

  • Gmail

  • Yahoo! Mail

Yes

No

POP3/SMTP

1 May be unsupported for FIPS-compliancy. See the following section for more information.

Using Exchange Online with CRM Online

If your company is using Exchange Online with CRM Online, note the following:

CRM Online supports server-side synchronization with Exchange Online in the same tenant in Office 365 with Server to Server Authentication. Other authentication methods or settings are not recommended or supported, including:

  • Using credentials specified by a user or queue

  • Using credentials specified in an email server profile

  • Using Impersonation

  • Setting Auto Discover Server Location to No

  • Using an email server profile other than Microsoft Exchange Online

  • Using non-default network ports

Connecting CRM Online with Exchange Online in different tenant is not supported.

Unsupported email service configurations

 Server-side synchronization doesn’t support the following scenarios:

  • Hybrid deployments:

    • CRM Online with Exchange (on-premises)

    • Microsoft Dynamics CRM (on-premises) with Exchange Online

  • Mix of Exchange/SMTP and POP3/Exchange

  • Creation of mass email marketing campaigns

  • Extensibility scenarios like extending EWS/POP3/SMTP protocols and creating custom email providers

  • Exchange Server 2003 and Exchange Server 2007

  • Server-side synchronization in CRM Online, or in a Microsoft Dynamics CRM (on premises) deployment that is configured for FIPS 140-2 compliancy, requires a POP3/SMTP email server that is also FIPS 140-2 compliant. Some email servers are not FIPS 140-2 compliant, such as MSN, Outlook.com, or Windows Live Mail.

For most situations not supported by server-side synchronization, you can use the Microsoft Dynamics CRM Email Router. More information: Choose a method for message synchronization

Note

We recommend that you don’t use a mixed configuration of Outlook synchronization and server-side synchronization for appointments, contacts, and tasks in the same organization, because it may result in updated CRM data not synchronizing to all attendees.

See Also

Server-side synchronization
Set up server-side synchronization of email, appointments, contacts, and tasks

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