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Server-side synchronization of email, appointments, contacts, and tasks

Dynamics CRM 2013

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

Server-side synchronization is a component in Microsoft Dynamics CRM that is used to integrate Microsoft Dynamics CRM with Exchange and POP3 or SMTP based email servers. Server-side synchronization is the preferred option for organizations with users who run Microsoft Dynamics CRM in a web browser or on a mobile device, such as a tablet or smartphone.

If you have the System Administrator Role, you can use server-side synchronization to:

  • Enable email synchronization for users and queues with external email systems.

  • Enable synchronization of email, appointments, contacts, and tasks from Exchange.

You configure and manage server-side synchronization from within Microsoft Dynamics CRM. On the nav bar, click or tap Microsoft Dynamics CRM > Settings > Email Configuration, and then click or tap Email Configuration Settings. More information: Set up email through server-side synchronization

Some new features offered by server-side synchronization include the following:

  • Efficient resource utilization. Server-side synchronization provides integrated mailbox management. You can disable inactive mailboxes that have permanent errors. It prevents resource hogging by applying an upper limit on the allocated capacity and time-out requests.

  • Connection throttling. Server-side synchronization provides a way to control the number of parallel connections opened against an email server to prevent overloading the mail server.

  • Data migration. Server-side synchronization supports migrating configuration data from Email Router to server-side synchronization by using the migration wizard. More information: Migrate data from Email Router to Server-Side Synchronization, Merge email server profiles for migration

  • Service isolation. Server-side synchronization has separate queue-management and configuration settings for asynchronous operations, outgoing activities, and mailboxes. It is based off asynchronous service architecture and may share the same process. In all cases, it manages server resources while maintaining isolation with the asynchronous service..

  • Error reporting for users and administrators. Server-side synchronization supports logging and reporting of errors specific to an email or one or more mailboxes. More information: Error logging for server-side synchronization.

noteNote
  • In Microsoft Dynamics CRM 2011, you can only use Microsoft Dynamics CRM for Microsoft Office Outlook to perform the Outlook synchronization. In Microsoft Dynamics CRM 2013, you can synchronize emails using CRM for Outlook or server-side synchronization. If server-side synchronization is selected, the synchronization does not require running CRM for Outlook. You will, however, still need CRM for Outlook to promote an item from Outlook.

Some new features offered by server-side synchronization with Microsoft Dynamics CRM 2013 (on-premises) include the following:

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