Set up Dynamics 365 (online) to use Exchange Online

Dynamics CRM 2016
 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 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 365 (online) to take advantage of Dynamics 365 (online) email features.

One of the main reasons people use Microsoft Dynamics 365 is to store all customer email so anyone with the appropriate permissions can see all relevant customer communications in one place. For example, you can see all email associated with a particular contact or account, or for a particular opportunity or case.

To store email and other messaging records in Dynamics 365, you need to synchronize your email system with Dynamics 365. There are three ways to do this:

  • Server-side synchronization

  • Microsoft Dynamics 365 for Outlook

  • Microsoft Dynamics CRM Email Router

You can also use server-side synchronization together with Dynamics 365 for Outlook.

The preferred method: server-side synchronization

You can set synchronization of email messages, tasks, contacts, and appointments between Dynamics 365 (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 365 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 Dynamics 365 (online). More information:  Connect Dynamics 365 (online) to Exchange Online

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