Email processing through server-side synchronization

If you're an administrator, you can use server-side synchronization to:

1. Enable incoming and outgoing email for users and queues (through personal mailboxes).

2. Monitor and report errors regarding email to users and email server profile owners.

3. Enable contacts, tasks, and appointment synchronization from Exchange.

When Microsoft Dynamics CRM is set up, a mailbox record is created for each user and queue in the organization. These mailboxes are associated to an email server profile that defines the settings for connecting to the email server. Server-side synchronization uses this information to process email for all mailboxes for a specific email server profile.

After you create the email server profile and associate the mailboxes, you must test incoming and outgoing email, and appointment, task, and contact synchronization, and enable the mailboxes for email processing. With server-side synchronization, you can do all this from within Microsoft Dynamics CRM. Once configured, incoming email messages are tracked in Microsoft Dynamics CRM and stored as activity records, and email messages created in Microsoft Dynamics CRM are also sent. The email activity records in Microsoft Dynamics CRM include the contents of the email message, such as the text of the message and its subject line, and also relevant associations with other Microsoft Dynamics CRM records. For example, when a salesperson replies to a customer about a case, an email activity record is created that includes the text of the message, plus the information associating the email activity record with the correct case record.