Microsoft Dynamics® CRM Training
Configuring a User's Mailbox for Server-Side Synchronization
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Welcome to Configuring a User's Mailbox for Server-Side Synchronization. Before you start, make sure you're using an Office 365 subscription that contains both CRM Online and Exchange Online. You must also be a system administrator for your CRM instance, with a security role assigned. To begin, log in to Office 365. Click the Menu icon in the upper left corner of the screen, then choose CRM. Once you're logged in to CRM, click the Menu icon, then Settings, and click Security within the System section. Choose Users, then click the name of the user you'd like to set up for server-side synchronization. Verify that a primary email is on file for the user. Once verified, click the button to Approve Email, then click OK in the window that appears. Back on the main page for the user, scroll down and click to expand the Administration section. Within the Email Access Configuration section, in the field for Mailbox, click the name of the mailbox. In the window that appears, within the Credentials section, choose No under "Allow to use credentials for email processing." In the Synchronization Method section, you'll need to change a few things. Set Server Profile equal to Microsoft Exchange Online. For both Incoming Email and Outgoing Email, set it to Server-Side Synchronization or Email Router. Set Appointments, Contacts, and Tasks to Server-Side Synchronization. Click Approve Email, then click OK. Next, click Test & Enable Mailbox along the top of the window, then click OK in the window that appears. The Test & Enable Mailbox function will trigger tests for incoming emails, outgoing emails, and all activities you can sync with Exchange Online. When you're finished testing, click Alerts along the left side of the screen to check test results. This can take a few minutes; if it's not updating and it's been a while, try clicking Refresh. Click Save. You've now configured a user's mailbox for server side synchronization. Thanks for watching this video by xRM!