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Applies To: Dynamics CRM 2015
Depending on your Microsoft Dynamics CRM installation, you may be deciding whether to use server-side synchronization or the Email Router/Outlook synchronization. This following table lists what is supported by server-side synchronization for each type of installation. Later in this topic, you can read about the scenarios that aren’t supported by server-side synchronization.
Important
The information here represents the POP3/SMTP systems supported by Microsoft. Although other POP3/SMTP systems may work with Microsoft Dynamics CRM, those systems were not tested by Microsoft and are not supported.
CRM deployment |
Email system |
Email synchronization |
Appointments, contacts, and tasks synchronization |
Protocol |
---|---|---|---|---|
CRM (on-premises) |
|
Yes |
Yes |
Exchange Web Services |
CRM (on-premises) |
|
Yes |
No |
POP3/SMTP |
Microsoft Dynamics CRM Online |
Exchange Online |
Yes |
Yes |
Exchange Web Services |
Microsoft Dynamics CRM Online |
|
Yes |
No |
POP3/SMTP |
1 May be unsupported for FIPS-compliancy. See the following section for more information.
Using Exchange Online with CRM Online
If your company is using Exchange Online with CRM Online, note the following:
CRM Online supports server-side synchronization with Exchange Online in the same tenant in Office 365 with Server to Server Authentication. Other authentication methods or settings are not recommended or supported, including:
Using credentials specified by a user or queue
Using credentials specified in an email server profile
Using Impersonation
Setting Auto Discover Server Location to No
Using an email server profile other than Microsoft Exchange Online
Using non-default network ports
Connecting CRM Online with Exchange Online in different tenant is not supported.
Unsupported email service configurations
Server-side synchronization doesn’t support the following scenarios:
Hybrid deployments:
CRM Online with Exchange (on-premises)
Microsoft Dynamics CRM (on-premises) with Exchange Online
Mix of Exchange/SMTP and POP3/Exchange
Creation of mass email marketing campaigns
Extensibility scenarios like extending EWS/POP3/SMTP protocols and creating custom email providers
Exchange Server 2003 and Exchange Server 2007
Server-side synchronization in CRM Online, or in a Microsoft Dynamics CRM (on premises) deployment that is configured for FIPS 140-2 compliancy, requires a POP3/SMTP email server that is also FIPS 140-2 compliant. Some email servers are not FIPS 140-2 compliant, such as MSN, Outlook.com, or Windows Live Mail.
For most situations not supported by server-side synchronization, you can use the Microsoft Dynamics CRM Email Router. More information: Choose a method for message synchronization
Note
We recommend that you don’t use a mixed configuration of Outlook synchronization and server-side synchronization for appointments, contacts, and tasks in the same organization, because it may result in updated CRM data not synchronizing to all attendees.
See Also
Server-side synchronization
Set up server-side synchronization of email, appointments, contacts, and tasks
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