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CRM 2013 Server-Side Synchronization

With Microsoft releasing CRM 2013, some new features and improvements came with it. One of these improvements is the Server-Side Synchronization.

 

Outlook Sync

 

In CRM 4.0 and 2011 Email synchronization was accomplished by using a CRM Email router and the Dynamics CRM for Microsoft Office Outlook add-in.
The Email router allowed emails created in CRM to be delivered and to track email conversations to CRM records.
The Dynamics CRM for Microsoft Office Outlook add-in allowed users to sync emails, tasks, appointments and contacts with the buttons added by add-in.
But for all of this to work, Outlook had to be running.

 

Server-Side Sync

 

In CRM 2013 these two components have been replaced by the Server-Side Sync Configuration

 

The Server-Side Sync Configuration allows CRM 2013 to communication directly with the Exchange server. This eliminates the need for the outlook client to be running and simplifies the configuration and administration.
The Server-Side Sync can also be used with other POP3/SMTP mail servers, but this will only enable the email sync. Appointments, tasks and contacts synchronization need the Exchange Web Services to synchronize.
Because appointments, tasks and contacts are synchronized automatically when using a Microsoft Exchange server, these will also be up-to-date when using mobile applications and devices.

 

Configuration

 

CRM Entities

 

The configuration exists out of three CRM Entities
1.    CRM User / Queue: configured for email processing.
2.    Mailbox: these are automatically created for every user and queue
3.    Email Server Profile: store the settings that are used to connect to an email server and process email for the associated mailboxes.

 

Set Delivery Method for email

 

In the Email Configuration Settings you can set the default settings for new users and queues
Navigate to: Settings > Administration > System Settings

 

After setting the default settings, you can apply the defaults to existing users.

 

 

Configure email processing option


Select the “Server-Side Synchronization” option.
Navigate to: Settings > Administration > System Settings

 

 

Create Email Server Profiles


Email server profiles store settings that are used by server-side synchronization to connect to an email server and process email for the associated mailboxes. You must configure at least one email server profile to process email for your CRM organization. Depending on the complexity of your organization's email system, you may have to create multiple email server profiles.
Each mailbox can be associated with one profile. Do remember that appointments, tasks and contacts are only synced when using an Exchange profile.

 

 

Configuration – Email Profile

 

Specify the settings for each profile.

 

 

 

 

Configuration – Mailbox

 

Configure the mailbox to use a specific Server Profile

 

 

Conclusion


With the Outlook-Sync gone and replaced by Server-Side Sync, CRM2013 provides a more flexible and mobile friendly solution which will be much appreciated by the all the mobile and tablet users out there.

Technology Technology

Op 29/01/2014 door Jeroen

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