Dynamics CRM Server-Side Sync allows you to capture logs which could help in troubleshooting any issues with users mailboxes in regards to the Server-Side Sync. The alerts are shown on the Alerts wall or the Alerts section in the mailbox or email server profile records. This is very interesting for Dynamics Online deployments, without having […]
Introducing Outlook category-based tracking in server-side synchronization
Applies to: Dynamics 365 (online) version 8.2 Source: Microsoft At the beginning of this year, we set out to bridge the gap between Dynamics 365 App for Outlook, the future of Dynamics 365 and Outlook integration, and the legacy Outlook add-in Dynamics 365 for Outlook. We are excited to announce the latest improvements to server-side […]
Troubleshooting and monitoring server-side synchronization
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online This page is your source for issues and resolutions for troubleshooting server-side synchronization. Check back for updated information as issues are discovered and resolutions recorded. content: The Server-Side Synchronization Performance dashboard and how to use this Common alerts and recommended resolutions, […]
Server-Side Sync – Functions and limitations
Server-Side Sync is a great feature. It runs independent from client resources and uses a server-to-server connection between Dynamics 365 and Exchange OWA. All information’s from Dynamics 365 records are up-to-date in the Exchange mailbox and you can see changes on appointments, contacts and tasks it in Outlook program and on all mobile devices, including […]
Supported email service configurations for server-side synchronization
Applies to Dynamics CRM 2016 / Dynamics 365 You can also choose older versions CRM 2015 or 2013 within this article! Content – overview: supported deployments online, on-premises and hybrid scenarios Exchange EWS or POP3/SMTP protocols Unsupported email service configuration All details in this TechNet article: https://technet.microsoft.com/en-us/library/dn531050.aspx
Connect Dynamics 365 (online) to Exchange Server (on-premises)
Applies to Dynamics CRM Online and Dynamics 365 Online Prequesites – Overview: Exchange Server 2010 SP3 or higher (Please note! for App for Outlook the Server-Side Sync is a requirement, but you need a higher version of Exchange Server!) EWS available on the Internet for external access, secured with TLS/SSL (https) Usage or Basic Authentication […]
Mailbox EntityType
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online Good knowlegde for troubleshooting and deeper knowlegde within server-side synchronization! But this is available only for administrators with access to organization database, e.g. in on-premises deployments or if you use the Data Export service and have the content available in an […]
Microsoft Dynamics CRM: How it works documentation – Outlook and Server Side Sync Synchronizion
The documents is for download available on https://www.microsoft.com/en-us/download/details.aspx?id=48718. Unfortunately is not up-to-date. The document for Outlook Synchronization contains a great description for understanding the synchronization between Dynamics CRM / 365 and Exchange mailboxes. From the product logic they are very similar between Outlook Synchronization and Server-Side Synchronization and to the latest version. Very interesting is […]
Shortcut: Dependencies for running Server-Side Sync
Synchronization Filters! The filters are user-based, you can also use system filters In a online deployment the filters are generated by default settings during the first „test&enable“ of each mailbox! In a on-premises deployment the filter are pre-configured by default settings (based on CRM 2016 RTM) Security Roles in Dynamics 365 permission to use functionality, […]
Approve Email with Exchange online for server-side synchronization
When using Dynamics 365 (online) with Exchange Online, the email address for a mailbox record needs to be approved by an Office 365 user with the Global Administrator role, when using server-side synchronization. When using other hybrid or on-premises scenarios, the system administrator role for Dynamics 365 will be fine. In case the global administrator […]