Configure Server Side Sync with Exchange Online for CRM Online


Open the System User and assign the license for Exchange Online

 

Open the system user record and click on Open Mailbox to open user’s mail box.

 

 

Set Server Profile as Microsoft Exchange Profile and Server Side Synchronization or Email Router option for Incoming and Outgoing email.

 

Followed by

Approve Email command.

Followed by

Test and Enable Mailbox command

On successful configuration all the warnings will be gone

 

Go to Settings à Email Configuration

Click on Email Server Profiles

Select and open the already existing Email Server Profile i.e. Microsoft Exchange Profile.

 

 

 

Open Mailboxes and select Test and Enable Mailboxes to test the mail boxes of the user.

 

Create an email activity and send.

Open Outlook to verify.

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

4 thoughts on “Configure Server Side Sync with Exchange Online for CRM Online”

  1. Hi, I’ve tried the same steps and have checked the status for Mailbox, it is showing Success, when i am sending emails then status of the email is being shown as Sent but I am not able to see the same in Outlook

    Like

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