we have an in-house exchange server and we would like to integrate that with our Online Dynamics CRM application at /CompanyName/.crm.dynamics.com
We do not have any online exchange account with Microsoft yet and do not plan to add that. I went to server profiles interface within the Email Settings and tried adding both exchange and POP3-SMTP. But nothing helped. Way the settings are, I don' think Microsoft even allows setting up on premise exchange server with Online Dynamics CRM.
Is that so or am I doing something wrong
Any clue where should I start.
CRM Online only supports Exchange Online so I don't think what you want to do is possible.
Supported email service configurations for server-side synchronization
Related
I want to know if there are any free microsoft exchange based email providers available. Reason is that I want to practice coding solutions with exchange web services at home?
outlook.com mailboxes are Exchange 2019. Not sure if the free mailboxes allow to connect using EWS though.
This page states that before an application can access the API (I'm particularly interested in the Calendar API), it must be registered with Azure AD. Is this also true for organizations that may host their own Exchange servers?
Could someone provide a breakdown of what's necessary for me to get started with accessing the API to access the users' Calendar? I'm aware of the API reference, but I'm not entirely sure what's necessary to do before I can use the API.
That page is for Office365, not self hosted ones.
You can access your local/self hosted Exchange server with Exchange Web Services by using username/password, or even your local AD if you set it up correctly.
The API it is talking about is not available to on-premise Exchange Server, it is only available to Exchange Online in Office 365. This may change in the future, but currently you cannot use it in on-premise. Exchange Web Services is the way to go for on-premise.
I have a requirement where I need to configure my CRM Online with an Exchange Server which is hosted out of my organization's Office 365 to sync Emails for Incoming and Outgoing profiles.
Of the steps, I understand that I need to setup and Email Server Profile of type Exchange that has Server Location pointing to the Exchange Server which I have been using currently. However, I get an error saying that the configuration is invalid and I don't get to save the Incoming and Outgoing server locations. Also, do I need authentication for the same? If yes, of whom should it be? The current Incoming and Outgoing is set to the URL. (Without '/EWS/Exchange.asmx' which is used by default for hosting it on O365.
Any help / links to blogs that effectively explain this would really help.
Thanks !
Supported email service configurations for server-side synchronization
CRM Online only supports Server Side Synchronization with:
Exchange Online in the same tenant in Office365 (mail, tasks, etc.)
Gmail or Yahoo! Mail via POP3/SMTP (mail only)
Anything else is not (yet1) supported.
1 Online to On-Premise SSS is supposed to become supported at some point in the future
There are three ways of handling email processing in CRM:
Server-side synchronization
CRM for Outlook
Email Router
Server-side synchronization does not support hybrid deployments (e.g. CRM Online with Exchange On-premise), as Alex mentions.
I suggest looking into the Email Router. You install it on a machine which is then responsible for synchronizing email messages between CRM and Exchange. For an in-depth explanaion, see Email Router Demystified.
If you also need to synchronize Outlook contacts, tasks and appointments have a look at CRM for Outlook.
I want to setup Server Side synchronization in a CRM 2015 Online environment. The Email Server Profile is not allowing me to change the Auto-discover settings.
It is set to Yes by default. Is it supposed to be this way?
Or is this a known issue.
Kindly Help.
Some what just confirmation of Alex's comment.
Please see Supported email service configurations for server-side synchronization.
CRM Online supports server-side synchronization with Exchange Online
in the same tenant in Office 365 with Server to Server Authentication.
Other authentication methods or settings are not recommended or
supported, including;
Setting Auto Discover Server Location to No
So you can do server side synchronisation, but only with Exchange Online which is perhaps why you cant change that setting.
I'm Creating a workflow that needs to send the users an email on set events. This I don't have a problem with. However can someone please confirm if you need the local windows SMTP service installed or if I can use another method for it to send the emails.
UPDATE
Ok I've just read about the E-mail Router, just need to find out where it is, and how to get to the configuration settings.
UPDATE
Update 2
Right, Iv'e looked into it and the e-mail router configuration is not used on this CRM set-up, it used an Outlook Add-in which I cant find a lot of into on.
However it appears to work flawlessly.
end update 2
Thanks
AFAIK, Microsoft CRM uses Exchange server to send out emails. Haven't you configured this during setup?
You are right that the Email Router is the way to enable outbound emails from Dynamics CRM. If you haven't done so already, I strongly encourage you to download the Dynamics CRM Implementation Guide. You can jump right to the section called "Planning e-mail integration" to read about it.
What you need to do is configure the e-mail router to operate with a POP3/SMTP server. You can use Windows Server's SMTP service for that. You can use almost any service - i have configured it to work with my gmail account, for instance.
Here are three good articles that you can read to learn more about the e-mail router.
What's New in Microsoft Dynamics CRM 4.0 E-Mail Integration
Dynamics CRM 4.0 E-mail Integration Overview
Microsoft Dynamics CRM: How to configure the On-premise and Online E-mail Router in different deployment scenarios
Now when you configure an email from a workflow, CRM will automatically forward it out through the router to your SMTP email account.
It looks like there are at least two options, one which uses the SMTP or exchange. And another which is an outlook plugin. Which syncs the emails with the owners outlook and then sends out the emails.
EDIT
So the two options which both work are:
Email Router - This appears to be the standard and can use various email servers
Outlook add-in - This sends email based on the owner/email settings in the CRM record.
This works with any email CRM wants to send, and even works with workflows.
I've not got to the bottom of why the outlook add-in has been used at this site, however the workflow functions appear to run without problem, and seamlessly to the owner/user.
end edit