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

 

Applies To: CRM 2016 on-prem, CRM Online

You can use server-side synchronization to synchronize your email system with Microsoft Dynamics CRM at the server level. For example, you can synchronize CRM Online with Microsoft Exchange Online (hosted email server) or Microsoft Exchange Server (on-premises). If you synchronize Microsoft Dynamics CRM with Exchange Online or Exchange Server, in addition to Outlook email, you can synchronize Outlook appointments, contacts, and tasks.

You can also use server-side synchronization to synchronize Microsoft Dynamics CRM with a POP3 email server for web-hosted email like Gmail or Outlook.com. If you synchronize email with a POP3 email server, you can’t synchronize appointments, contacts, and tasks, however.

System_CAPS_noteNote

You can also synchronize email, appointments, contacts, and tasks with Microsoft Dynamics CRM for Outlook, or synchronize email with the Microsoft Dynamics CRM Email Router, but server-side synchronization is the preferred synchronization method. More information:  Integrate your email system with Microsoft Dynamics CRM


Synchronization scenarios

Choose one of the following scenarios to configure server-side synchronization for your organization:

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.

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