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

 

Updated: June 19, 2018

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM 2016, Dynamics CRM Online

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The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Set up server-side synchronization of email, appointments, contacts, and tasks.

You can use server-side synchronization to synchronize your email system with Microsoft Dynamics 365 at the server level. For example, you can synchronize Microsoft Dynamics 365 (online) with Microsoft Exchange Online (hosted email server) or Microsoft Exchange Server (on-premises). If you synchronize Microsoft Dynamics 365 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 365 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.

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Using encryption software (such as Vaultive) together with server-side synchronization is not supported.

If you use server-side sync in Dynamics 365, you won't be able to view S/MIME encrypted messages. Encrypting emails with S/MIME requires an application to use an S/MIME control which server-side sync does not support. For more information on S/MIME encryption, see Encrypt messages by using S/MIME in Outlook Web App.


Synchronization scenarios

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

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