{Step by Step} Set up server side sync with CRM 2015 Update 1 Online and Office 365

I have been getting mails on how to set up Server side Sync with Dynamics CRM. Now that I had the time, I quickly set up this step by step guide:

· First you need to go to Office 365 Console->Active Users

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· Click on Edit license and Assign Office 365 E3 License or Exchnage plan to your office 365 user:

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· Office 365 setup for the user is now complete. Next navigate to Settings->Email Configuration

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· Once you navigate, you will see below screen. Navigate to Email server Profiles.

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· Verify that the profile is already configured for you. Check Alerts, if any:

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· Navigate back to Settings->Email Configuration->Mailboxes

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· You will see below screen:

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· Open up the mailbox record:

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· Click on Test and Enable Mailbox, keep the checkbox checked. I will explain later why.

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· I noticed an error, did I do something wrong, All Configuration test results are failure:

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· Go to Alerts and you will see the reason. We need to approve Primary email for the mailbox.

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· Click General and Approve Email:

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· Test again, this time it is success:

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· The checkbox that you clicked earlier will send you a test email to your inbox:

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· We are done, now some incoming and outbound checks, Sending an Email activity:

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· Status is changed to Sent:

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· Received in my inbox:

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· Replying an inbound mail:

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· Soon enough in CRM:

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Happy CRMing and hope it helps!

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