Set up server-side synchronization of email, appointments, contacts, and tasks
Applies To: CRM 2015 on-prem, 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.
Go to Settings > Email Configuration. (How do I get there?)
Choose Email Configuration Settings.
If you use Microsoft Dynamics CRM, when you use server-side sync, CRM contacts and activities (including emails, appointments, contacts, and tasks) are synchronized to your specified email system (such as Exchange). An administrator can configure server-side sync functionality to specify which users have the ability to send emails or appointments from CRM or synchronize activities and contacts between CRM and the user’s mailbox. Both the administrator and end users can further customize filter criteria, and administrators can even define which entity fields synchronize.