You are currently browsing the tag archive for the ‘Server-Side Sync’ tag.

With Microsoft Dynamics CRM, there’s been a long love/hate story with regards to email integration. We’ve had CRM for Outlook, the Email Router, and since CRM 2013 Server-Side Synchronization. Each works, each has it’s own issue, and depending on the specific business case, one might make more sense over the others.

Slowly, the Email Router will get phased out, and replaced with Server-Side Synchronization. The Email Router, while functional and great for it’s time, had certain things going against it. It’s a separate component that needs to be deployed separately, can fail separately, and requires additional administration effort.

The better solution, especially now with Dynamics CRM 2015 Update 1, is the enhanced Server-Side Synchronization. It is baked in, part of the default Dynamics CRM Administration. It does not require a separate installed component. From and administration stand point, that’s a relief. Also, this integration works at the server level, making it better performing than using CRM for Outlook.

But the icing on the cake is the tracked Exchange folders. This allows users of the system to configure specific tracked folders, and synchronize them directly with Dynamics CRM. This was the missing part from the previous version of Server-Side Synchronization, and now it all makes sense.

Read the rest of this entry »

Advertisements

An email server profile stores configuration regarding the connection to an email server. At least one email server profile must be configured within each Organization.

In order to configure an email server profile, the user performing the configuration must be a System Administrator or have an equivalent role.

Follow these steps to configure a new Exchange email server profile:

Navigate to Settings > Email Configuration > Email Server Profiles

Click on New and from the drop-down select Exchange Profile

clip_image002

On the newly opened form, fill in the required fields as follows:

Name – give a meaningful unique name to the profile

Description – provide a description for this profile. Usually mention what this profile is meant to be used for, for example if it is meant to handle traffic from specific satellite offices, or if it is to be used for service accounts that need to send out emails only, etc.

Auto Discover Server Location – for an Exchange profile, you could try to leave the auto discover on Yes. Setting it to No allows you to specify configuration details for the Exchange server. These include web service address for Incoming and Outgoing Exchange server. You must use the Exchange Web Service URL (EWS).

clip_image003

In the Credentials section specify the type of authentication to be used. The available options are:

clip_image004

For Exchange server profile, the last option (Without Credentials) is not a valid setting.

If you selected Credentials Specified in Email Server Profile, you must provide a user name and password

clip_image006

Use Impersonation – this setting allows you to have Exchange impersonation configured to send and receive emails on behalf of other mailboxes. See the next section on how to configure Exchange impersonation.

Use same settings for Outgoing allows you to keep the same credentials, or specify new credentials for outgoing emails.

The Advanced tab allow you to fine-tune the settings.

clip_image008

In here you can override the default ports, specify authentication protocols, as well as set the number of maximum concurrent connections and pooling intervals. Adjust these settings as necessary based on the environment, in order to minimize the impact on the network performance.

Once the configuration is complete, save the record using the Save ribbon button.

You can set a profile as default by clicking on the Set as Default ribbon button.

Once a profile is created, you can start managing associated Mailboxes. On the left side, under Common click on Mailboxes. This will present a listing of all mailboxes associated to this profile. You manage mailboxes same way you would manage any other record in Microsoft Dynamics CRM. On the ribbon you have the options to add a New Forward Mailbox or an Existing Mailbox.

MVP Reconnect

Check out my course [Video]

Dynamics 365 Customer Engagement Administration

Dynamics 365 Customer Engagement Administration

Check out my course [Video]

Configuring and Extending Dynamics 365 Customer Engagement

Configuring and Extending Dynamics 365 Customer Engagement

Check out my course [Video]

Getting Started with Dynamics 365 Customer Engagement

Reviewed Book

Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations

Reviewed Book

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Check out my Book

Microsoft Dynamics CRM 2016 Customization - Second Edition

Microsoft Dynamics CRM 2016 Customization - Second Edition

Check out my Book

Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

Check out my Book

Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

Reviewed Book

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 608 other followers

Follow Dynamics 365 Wizardry on WordPress.com