Set up email by integrating with Exchange
To store email and other messaging records in Dynamics 365 Sales, you need to synchronize it with your email system. After you configure Exchange and approve mailboxes of users, they can email contacts from the Dynamics 365 records. For example, a seller can email a contact from an opportunity record and track the conversation in the opportunity timeline. This integration helps keep the conversations in context.
What is server-side synchronization?
Dynamics 365 Sales uses server-side synchronization to synchronize your email system with Dynamics 365 Sales.
Using server-side synchronization makes messaging data available to a web browser, tablet, or smartphone that is running Dynamics 365 Sales.
Server-side synchronization provides direct Dynamics 365 Sales-to-email server synchronization. When you use Microsoft Exchange, you can synchronize email, contacts, tasks, and appointments.
Some features offered by server-side synchronization include the following:
Email folder tracking. You can simply drag email to a folder to track it. Folder tracking works on any mobile device that supports Exchange, which means you can track email from just about any device.
Support for Dynamics 365 App for Outlook. You can track incoming email with the new Dynamics 365 App for Outlook. Dynamics 365 App for Outlook works with Outlook on the web. So, all you need is a browser to track incoming email.
Configure the integration
Depending on the license you have, select one of the following tabs for more information:
In the Power Platform admin center, select an environment.
Follow the instructions in Set up server-side synchronization of email, appointments, contacts, and tasks to configure the integration.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.