Preparing CRM Online + SharePoint + Exchange + Power BI Trial (Part 2)

Setting Up Server-Side Exchange Integration

Pre-requisite:

Before setting up the Server-Side Exchange Integration, make sure that the user has been assigned with the Exchange License (similar to my previous tips here) and has the email address set up properly to ensure the smooth integration with CRM.

EmailAddress

CRM Configuration:

On CRM instance, navigate to Settings > Email Configuration then configure the Email Server Profiles. By default CRM Online will create the Exchange Online profile if the Exchange Online is on the same Office365 instance.

Exchange_Online

Then go back to Settings > Email Configuration > Email Configuration Settings to set the CRM-wide email configuration.

Email_Configuration

For this example, I’ll use pure Server-Side Exchange Sync to sync both incoming and outgoing emails and also task, appointment and contacts. Email router obviously is another option, but since it is cloud deployment and on same Office365 tenant, it’s better to use the technologies that based on Office365 as well. Another option if you know that the people in your organisation uses Outlook desktop client, instead of the OWA, you could configure the Incoming Email, Outgoing Email, Appointments, Contacts and Tasks to use Outlook client.

Email_Configuration_Setting

Once the system-wide email configuration has been setup properly, make sure to approve and test & enable the mailboxes to ensure that the users are able to send emails, otherwise an error message similar to this will pop-up when trying to send email in CRM:

MailboxDisabled

To approve and test & enable the mailboxes, navigate to Settings > Email Configuration > Mailboxes, then select the mailboxes that need to be approved and after it’s approved, Click on Test & Enable button.

Mailboxes

Open the mailbox detail to see whether the tests successful or not:

MailboxConfigurationTestSuccess

The log of success/error will be listed up under the “Alert” view of the Mailbox record:

Mailbox_Alerts

TestMailboxSuccess

Now, it’s the time to try this server-sync functionality. I tried it by opening a contact with my work email address and send an email activity:

Sending_Email

And it comes through to my desktop outlook client:

EmailSent

And I reply back to the email and it’s tracked on the contact’s activity conversation:

EmailTracked

To check whether the server-side synchronisation works on the server side, open the email on Outlook OWA page:

OWAIncomingEmail

And the tasks are also synced:

Task_Sync

References:

http://msdn.microsoft.com/en-us/library/jj863707.aspx

http://www.microsoft.com/en-us/dynamics/crm-customer-center/set-up-email-through-server-side-synchronization.aspx

 

Moving on to Part 3 here

The whole series of “Preparing CRM Online + SharePoint + Exchange + Power BI Trial”:

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