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

You can use server-side synchronization to synchronize your email system with Dynamics 365 (online) apps at the server level. For example, you can synchronize customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), with Microsoft Exchange Online (hosted email server) or Microsoft Exchange Server (on-premises). If you synchronize customer engagement apps 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 customer engagement apps 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, 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