Supported email service configurations for server-side synchronization

 

Updated: May 1, 2017

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Depending on your Microsoft Dynamics 365 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.

System_CAPS_importantImportant
  • The information here includes the POP3/SMTP systems supported by Microsoft. Although other POP3/SMTP systems may work with Microsoft Dynamics 365, those systems were not tested by Microsoft and are not supported.

  • Outlook on the web is not supported in a hybrid deployment: Dynamics 365 (on-premises) with Exchange Online.

  • You can create two different email server profiles: one for online mailboxes, and another for on-premises mailboxes. Associate the mailboxes with the correct email server profile.

  • Manual tracking in Dynamics 365 for Outlook is not supported when a user’s mailbox is configured to use server-side synchronization with the POP/SMTP protocol.

  • For Microsoft Dynamics CRM Online 2016 Update 1 and December 2016 update for Microsoft Dynamics 365 (online), we support service encryption with Customer Key in Exchange Online with server-side sync.

Dynamics 365 deployment

Email system

Email synchronization

Appointments, contacts, and tasks synchronization

Protocol

Dynamics 365 (on-premises)

  • Exchange Online

  • Exchange Server 2010

  • Exchange Server 2013

  • Exchange Server 2016

Yes

Yes

Exchange Web Services

Dynamics 365 (on-premises)

  • Gmail

  • Yahoo! Mail

  • MSN1

  • Outlook.com1

  • Windows Live Mail1

Yes

No

POP3/SMTP

Microsoft Dynamics 365 (online)

  1. Exchange Online

  2. Exchange Server 2010 SP3

  3. Exchange Server 2013 SP1

  4. Exchange Server 2016

Yes

Yes

Exchange Web Services

Microsoft Dynamics 365 (online)

  • Gmail

  • Yahoo! Mail

Yes

No

POP3/SMTP

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

If your company is using Exchange Online with Dynamics 365 (online), note the following:

Dynamics 365 (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 Dynamics 365 (online) with Exchange Online in different tenant is not supported.

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

  • 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 Dynamics 365 (online), or in a Microsoft Dynamics 365 (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: Integrate (synchronize) your email system with Microsoft Dynamics 365

System_CAPS_noteNote

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 Dynamics 365 data not synchronizing to all attendees.

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