{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

clip_image002

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

clip_image003

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

clip_image005

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

clip_image007

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

clip_image009

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

clip_image010

· You will see below screen:

clip_image012

· Open up the mailbox record:

clip_image014

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

clip_image016

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

clip_image018

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

clip_image020

· Click General and Approve Email:

clip_image022

· Test again, this time it is success:

clip_image024

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

clip_image026

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

clip_image028

· Status is changed to Sent:

clip_image030

· Received in my inbox:

clip_image031

· Replying an inbound mail:

clip_image032

· Soon enough in CRM:

clip_image034

Happy CRMing and hope it helps!