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Server-side synchronization

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Applies To: Dynamics CRM 2015

Server-side synchronization is the preferred option for organizations with users who run Microsoft Dynamics CRM in a web browser or on a mobile device, such as a tablet or smartphone. Server-side synchronization provides direct Microsoft Dynamics CRM-to-email server synchronization. When you use Exchange, this includes bi-directional synchronization of email, contacts, tasks, and appointments. The data synchronized for each user can be controlled by using synchronization filters that are available from the Synchronization tab in the Microsoft Dynamics CRM user options dialog.

If you use a POP3 email server, the data that is synchronized includes email only.

Using server-side synchronization makes messaging data available to a web browser, tablet, or smartphone that is running Microsoft Dynamics CRM.

For more information about server-side synchronization, see Set up server-side synchronization of email, appointments, contacts, and tasks.

Server-side synchronization in Dynamics CRM

 

Note

A Microsoft Dynamics CRM user can only map to a single Exchange or POP3 mailbox. Similarly, an Exchange or POP3 mailbox can only be mapped to a single Microsoft Dynamics CRM user. When Microsoft Dynamics CRM detects that an Exchange or POP3 mailbox has already been mapped to a Microsoft Dynamics CRM user, a dialog box is displayed to present a choice to the user whether to map the Microsoft Dynamics CRM user to the Exchange mailbox. When the user selects yes, it breaks the previous Microsoft Dynamics CRM user to Exchange mailbox mapping and subsequently the synchronization that would occur between the Microsoft Dynamics CRM user and the Exchange mailbox.

Server-side synchronization frequency

When synchronization by using server-side synchronization occurs, the process is dynamic and unique to each user’s mailbox. Normally, synchronization occurs every 15 minutes. However, the synchronization frequency is determined based on the activity and load of the user’s mailbox. So, if a user’s mailbox is idle for a long period of time, the synchronization frequency will automatically increase, and may increase by hours. Notice that the synchronization frequency will also change based on the load and network connectivity of the user’s environment.

Features available with server-side synchronization in both Microsoft Dynamics CRM Online and Microsoft Dynamics CRM (on-premises)

Some features offered by server-side synchronization include the following:

  • Efficient resource utilization. Server-side synchronization provides integrated mailbox management. You can disable inactive mailboxes that have permanent errors. It prevents resource hogging by applying an upper limit on the allocated capacity and time-out requests.

  • Connection throttling. Server-side synchronization provides a way to control the number of parallel connections opened against an email server to prevent overloading the mail server.

  • Data migration. Server-side synchronization supports migrating configuration data from Email Router to server-side synchronization by using the migration wizard. More information: Migrate settings from the Email Router to server-side synchronization, Merge email server profiles for migration.

  • Service isolation. Server-side synchronization has separate queue-management and configuration settings for asynchronous operations, outgoing activities, and mailboxes. It is based off asynchronous service architecture and may share the same process. In all cases, it manages server resources while maintaining isolation with the asynchronous service.

  • Error reporting for users and administrators. Server-side synchronization supports logging and reporting of errors specific to an email or one or more mailboxes. More information: Error logging for server-side synchronization.

Note

  • In Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015, you can synchronize emails using Dynamics CRM for Outlook or server-side synchronization. If server-side synchronization is selected, the synchronization does not require running Dynamics CRM for Outlook. You will, however, still need Dynamics CRM for Outlook to promote an item from Outlook.

Features available with server-side synchronization in Microsoft Dynamics CRM (on-premises)

Some features offered by server-side synchronization with Microsoft Dynamics CRM (on-premises) include the following:

See Also

Choose a method for message synchronization
Set up server-side synchronization of email, appointments, contacts, and tasks
Help & Training: Synchronizing data with Outlook or Exchange FAQ

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