Supported email service configurations for server-side synchronization
Depending on your Dynamics 365 Customer Engagement (on-premises) installation, you may be deciding whether to use server-side synchronization or the Email Router/Outlook synchronization. This following table lists email systems that server-side synchronization for each type of installation supports. Later in this topic, you can read about the scenarios that server-side synchronization doesn't support.
Important
- The information here includes the POP3/SMTP systems supported by Microsoft. Although other POP3/SMTP systems might work with Customer Engagement (on-premises), those systems were not tested by Microsoft and are not supported.
- Outlook on the web is not supported in a hybrid deployment: Customer Engagement (on-premises) with Exchange Online.
- You can create two different email server profiles: one for online mailboxes, and another for on-premises mailboxes. Associate the mailboxes with the correct email server profile.
- Manual tracking in Dynamics 365 for Outlook is not supported when a user’s mailbox is configured to use server-side synchronization with the POP/SMTP protocol.
| Dynamics 365 for Customer Engagement apps deployment | Email system | Email synchronization | Appointments, contacts, and tasks synchronization | Protocol |
|---|---|---|---|---|
| Customer Engagement (on-premises) | - Exchange Online - Exchange Server 2010 - Exchange Server 2013 - Exchange Server 2016 - Exchange Server 2019 |
Yes | Yes | Exchange Web Services |
| Customer Engagement (on-premises) | - Gmail - Yahoo! Mail - MSN1 - Outlook.com1 - Windows Live Mail1 |
Yes | No | POP3/SMTP IMAP/SMTP |
1 May be unsupported for FIPS-compliancy. See the following section for more information.
Unsupported email service configurations
Server-side synchronization doesn’t support the following scenarios:
Mix of Exchange/SMTP and POP3/Exchange
Exchange Online profile mailbox with Exchange on-premises user. Use the Exchange Server (Hybrid) profile, associate the mailbox to it, then test and enable.
Exchange Online profile mailbox with an Exchange mailbox that points to an external email server. Use the POP3/SMTP Server profile, associate the mailbox to it, then test and enable.
Creation of mass email marketing campaigns
Extensibility scenarios like extending EWS/POP3/SMTP protocols and creating custom email providers
Exchange Server 2003 and Exchange Server 2007
Server-side synchronization in Customer Engagement (on-premises) deployment that is configured for FIPS 140-2 compliancy, requires a POP3/SMTP email server that is also FIPS 140-2 compliant. Some email servers are not FIPS 140-2 compliant, such as MSN, Outlook.com, or Windows Live Mail.
The Customer Engagement (on-premises) to Exchange Online scenario doesn't support multi-factor authentication.
For most situations not supported by server-side synchronization, you can use the Microsoft Dynamics CRM Email Router. More information: Integrate your email system
Note
We recommend that you don’t use a mixed configuration of Outlook synchronization and server-side synchronization for appointments, contacts, and tasks in the same organization, because it may result in updated Customer Engagement apps data not synchronizing to all attendees.
See also
Server-side synchronization
Set up server-side synchronization of email, appointments, contacts, and tasks