Set up server-side synchronization of email, appointments, contacts, and tasks

Applies to Dynamics 365 (online), version 9.x
Applies to Dynamics 365 (online), version 8.x

You can use server-side synchronization to synchronize your email system with Dynamics 365 (online) at the server level. For example, you can synchronize Dynamics 365 (online) with Microsoft Exchange Online (hosted email server) or Microsoft Exchange Server (on-premises). If you synchronize Dynamics 365 (online) with Exchange Online or Exchange Server, in addition to Outlook email, you can synchronize Outlook appointments, contacts, and tasks.

You can also use server-side synchronization to synchronize Dynamics 365 (online) with a POP3 email server for web-hosted email like Gmail or Outlook.com. If you synchronize email with a POP3 email server, you can’t synchronize appointments, contacts, and tasks, however.

Note

Using encryption software (such as Vaultive) together with server-side synchronization is not supported.

If you use server-side sync in Dynamics 365, you won't be able to view S/MIME encrypted messages. Encrypting emails with S/MIME requires an application to use an S/MIME control which server-side sync does not support. For more information on S/MIME encryption, see Encrypt messages by using S/MIME in Outlook Web App.

Synchronization scenarios

Choose one of the following scenarios to configure server-side synchronization for your organization:

See also

Server-side synchronization Troubleshooting server-side synchronization