Microsoft Dynamics® CRM Training

Server Side Synchronization in Microsoft Dynamics 365 for Enterprise

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One of the most important functions that Microsoft Dynamics 365 provides is synchronization with mail systems to allow for email to be sent and received in CRM, and email to be automatically tracked. This is achieved with Server Side Synchronization. This video will demonstrate how to set that up. If you're an Office 365 subscriber, you can use the default server side synchronization profile, Microsoft Exchange Online. Remember, an Office 365 subscription is required to use this profile. Using this profile is beneficial in that emails, contacts, tasks, and appointments are synchronized from the server. If you don't have an Office 365 subscription, however, the other currently supported systems include Gmail, Outlook, Yahoo, and other email servers, and you can create your own server side synchronization profile for those systems, though only email will be synchronized with Dynamics 365, which is a bit of a disadvantage over also having contacts, tasks, and appointments synchronized if you're using the default Microsoft Exchange Online profile. You can still sync the additional items, but you'll have to use the Microsoft Outlook Client to do so. Today, we'll use the default Microsoft Exchange Online server that comes with your Office 365 subscription, with full server side synchronization, which is what we recommend using, but I'll also show you where to set up other email servers. For organizations with their own on-premise Exchange server, it's now possible to create a server side sync profile; check out this link to find out how. Within Dynamics 365, click the down arrow for the Sales app, then click Settings. Choose Email Configuration from the System column. To set up other email servers, click Email Server Profiles. For today, since we're using the default server, I'll instead click Mailboxes. Change the mailbox view, if necessary, by clicking the down arrow to the right of the view name and choosing the desired view from the list. Otherwise, find the desired individual using the Search field. Click the name of the desired user to open his or her mailbox. When my mailbox opens, click to open the General tab, if it didn't open automatically. Choose either the Yes or No radio button depending if you want to allow credentials to be used for email processing. If you choose Yes, enter your username and password in the fields that appear. For today, I'll choose No. Click Save along the top of the screen if you've made any changes. Click Approve Email, then click OK in the window that appears. Click Test & Enable Mailbox. Check the box if you'd like to sync items with Exchange from this organization only, even if it's been set to sync with another organization. For today, I'll just click OK. To verify that the email configuration test has been completed successfully, click Alerts along the left side of the screen and review the alerts shown. As you can see here, this mailbox was successfully configured. That's it for server side synchronization! Next, you'll want to familiarize yourself with the different modules within Microsoft Dynamics 365 for Enterprise, so that at the end of your trial, you are able to make the best possible purchase decision for your business. Thanks for watching this video by xRM!

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