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Server side sync - what to configure ? RRS feed

  • Question

  • I try to utilize the new sss in CRM 2013, but gets unsecure.

    There are several places to configure, so I wonder which are used.

    There is the central email Setting, the email server (exchange) settings, and on detail level, both records on queues and emails. Which should be used when we want to utize as much as possible from the sss.

    Do we have to fill in authentication on each email row? 

    Email sending sometimes to take long time before actually sending, so finding out by trial and error is time-consuming.

    Explanations like this doesn't tell the whole story:

     http://www.microsoft.com/en-us/dynamics/crm-customer-center/create-email-server-profiles-and-add-mailboxes.aspx

    Tuesday, April 8, 2014 11:15 AM

All replies

  • Hi Jenseen,

    On which CRM your are trying to Configure ?????

    Server side sync ( On-Premise or Online ) 

    Right now in Online CRM Server side sync option is not showing enable that means this option is not working.

    In On-premise CRM 2013 you need to change the option process email form CRM email router 2013 to Server Side sync in Email configuration Settings.

    Thanks,


    Vinay Kumar.


    Tuesday, April 8, 2014 11:34 AM
  • The configuration that one needs to do:

    1. Make sure that Process Using (in system settings email tab) is set to Server Side Sync.

    2. An email server profile (ESP) record is created for the target email server. For authentication options, if you ant to use a single credential to access all mailboxes (Exchange impersonation), you can choose the option of profile specified credentials and supply common credentials in the ESP form. If you want to use separate credentials for every user/queue, then you should choose user/queue provided credentials option in ESP form and individual owners of user/queue should set the username/password in the mailbox form.

    3. Mailboxes of users/queues that need to use SSS have appropriate Synchronization Methods set to SSS and Email Server Profile lookup is pointing to the ESP record created above. This can be done by using bulk edit on mailboxes grid or by first setting the desired values in default email settings in system settings and then selecting the appropriate mailbox records and clicking Apply Default Email Settings button on the ribbon.

    4. Selecting desired mailbox records and clicking on test and enable mailboxes button in the ribbon.

    For troubleshooting, you should look for alerts in mailbox records. Sometimes a button on alert called Show Details is available that can give Exchange Error Code. You can also get detailed error information in CRM traces of the async service machine.

    HTH

    Monday, June 9, 2014 5:23 PM