How to synchronize email with Dynamics 365

  • Synopsis

    This guide will explain how to synchronize Dynamics 365 with your mailbox.
  • Applicable to

    All Microsoft Dynamics CRM users
  • Prerequisite

     

    You must have a Dynamics 365 account and a mailbox.

  • How to

     

    There are two ways to synchronize email with Microsoft Dynamics 365:

     

    1. Microsoft Dynamics 365 for Outlook

     

    Using Microsoft Dynamics 365 for Outlook requires that:

     

    • the user downloads and installs Microsoft Dynamics 365 for Outlook.
    • the user’s Primary Email Address in Dynamics 365 be identical to the Primary email address of their Outlook profile. This is required for email tracking.

     

    2. Server-side synchronization

     

    Using server-side synchronization requires that:

     

    • the user has Exchange Online (Office 365) on the same tenant as his Dynamics 365.
    • the user’s Primary Email Address in Dynamics 365 be identical to the primary email address of an existing Exchange Online mailbox.

     

    For both of the above methods, the following is required:

     

    • The email address in Dynamics 365 must be approved.
    • The Dynamics 365 mailbox must be tested.


    1. In Dynamics 365, go to Settings > Email Configuration > Mailboxes, select the mailbox in question. Select the appropriate settings for Server-Side Synchronization or Email Router.

     

    D365_Email_sync_1

     

    2. Select Save

     

    3. Select Approve Email and then Test & Enable Mailbox.

     

    D365_Email_sync_2

     

    4. Still in the same Dynamics 365 Mailbox, review the alerts to ensure that the synchronization was successful. If not, repeat the previous steps.

     

    D365_Email_sync_3

     

    If you have any question, please browse our other FAQs, or contact us directly.

     

  • Keywords

    Dynamics 365, Outlook, Dynamics 365 for Outlook, email synchronization
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