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Set up CRM Online to use Exchange Online

Applies To: CRM Online

You know how important email is to your business and what happens when email stops flowing for even a short time. You can rid yourself of much of the stress of managing an email server by letting Microsoft Office 365 host your email service with Exchange Online. Then integrate Exchange Online with Microsoft Dynamics CRM Online to take advantage of CRM Online email features.

Start by picking a deployment scenario.

You have choices when it comes to synchronizing messaging between Exchange Online and CRM Online. Review the following scenarios to determine the best choice for your company. More information: Set up and manage email processing and CRM for Outlook

You can set synchronization of email messages, tasks, contacts, and appointments between CRM Online and Exchange Online. To use this functionality you don’t have to install and maintain a separate application. Setup is simpler and maintenance is easier compared to other deployment scenarios. Server-side synchronization is the preferred option for organizations with users who run Microsoft Dynamics CRM in a web browser or on mobile devices, such as tablets or smartphones.

Server-side synchronization in Dynamics CRM

You configure and manage server-side synchronization from within CRM Online. More information: Set up server-side synchronization of email, appointments, contacts, and tasks

Microsoft Dynamics CRM for Outlook provides messaging data integration capabilities on a single-user basis. Dynamics CRM for Outlook is a Microsoft Outlook add-in that doesn’t require server-side synchronization or the Email Router as the synchronization agent runs in the Microsoft Outlook client on the user’s PC. This is frequently the better option for organizations that regularly use Microsoft Outlook, especially if they need rich offline data capabilities. Note that if Dynamics CRM for Outlook isn’t running, messaging synchronization doesn’t occur until Microsoft Outlook is started again.

In this scenario, all of the Microsoft Dynamics CRM Online users in your company will use Microsoft Dynamics CRM for Outlook as the email client. Microsoft Dynamics CRM for Outlook must be installed for every user in the organization. More information: Set up CRM for Outlook

CRM for Outlook synchronization

The Microsoft Dynamics CRM Email Router is a separate application that provides centrally managed Exchange Server and POP3/SMTP-based email server email routing for users, queues, and forward mailboxes. The Email Router runs continuously as a service and only synchronizes email messages. It cannot be used to synchronize appointments, contacts, or tasks.

The Email Router enables you to configure an interface between your Microsoft Dynamics CRM deployment and one or more servers running Exchange Server, Exchange Online accounts, or POP3 servers, for incoming email. For outgoing email, one or more SMTP servers, Exchange Web Services (EWS), or Exchange Online accounts are supported. Email messages come into the Microsoft Dynamics CRM system through the Email Router. More information: Set up Email Router

Email Router synchronization in Dynamics CRM

See Also

Other Resources

Exchange Online

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