Microsoft PowerApps CRM
By Ken Horenstein
About this collection
Documentation on building your own CRM with Microsoft PowerApps
Curated Sources
Server-side synchronization between customer engagement apps and email servers - Power Platform | Microsoft Learn
Server-side synchronization is the preferred method for synchronizing email, appointments, contacts, and tasks between Dynamics 365 customer engagement apps and email servers like Exchange. It provides bidirectional synchronization and is suitable for users accessing Dynamics 365 on web browsers or mobile devices. The synchronization frequency varies based on the workload, with incoming emails being processed every 5 minutes, outgoing emails every 5 minutes, and appointments, contacts, and tasks every 5-12 minutes. Server-side synchronization offers features like Sent Items folder tracking, email folder tracking, and efficient resource utilization. It also supports Dynamics 365 App for Outlook and provides error reporting for users and administrators.
Key Takeaways
- Server-side synchronization provides real-time bidirectional synchronization between Dynamics 365 and email servers, enhancing data consistency across platforms.
- The synchronization frequency is workload-dependent, with different intervals for incoming emails, outgoing emails, and appointments/contacts/tasks, ensuring timely updates.
- Features like Sent Items folder tracking and email folder tracking simplify email management within Dynamics 365, improving user productivity and reducing manual effort.
Integrate (synchronize) your email system - Power Platform | Microsoft Learn
This document explains how to integrate an email system with Dynamics 365 customer engagement apps using server-side synchronization. It highlights the benefits of server-side synchronization, including enabling Dynamics 365 App for Outlook, Exchange folder tracking, and automatic synchronization. The document also discusses the deprecation of the Email Router and legacy Dynamics 365 for Outlook, and provides information on configuring Dynamics 365 to work with various email servers, including Exchange Online and POP3 email servers. Additionally, it touches on the limitations of server-side synchronization, such as not being able to view S/MIME encrypted messages.
Key Takeaways
- Server-side synchronization is the recommended method for integrating email systems with Dynamics 365 customer engagement apps, offering benefits like automatic synchronization and Dynamics 365 App for Outlook enablement.
- The Email Router and legacy Dynamics 365 for Outlook have been deprecated, and customers are required to transition to server-side synchronization and modern Dynamics 365 App for Outlook.
- Server-side synchronization supports multiple scenarios, including hybrid scenarios, and can connect to various email servers such as Exchange Online and POP3 email servers, although with some limitations for the latter.
Default OrgDBOrgSettings for server-side synchronization - Power Platform | Microsoft Learn
This document provides a comprehensive list of OrgDBOrgSettings specific to server-side synchronization in Dynamics 365, detailing their default values and descriptions. These settings control various aspects of email tracking, appointment synchronization, and mailbox configuration between Dynamics 365 and Exchange. The settings include options for automatic email tracking, appointment propagation, and email correlation, among others. Understanding and configuring these settings is crucial for optimizing server-side synchronization and ensuring seamless integration between Dynamics 365 and Exchange.
Key Takeaways
- Configuring OrgDBOrgSettings is essential for optimizing server-side synchronization in Dynamics 365, allowing administrators to fine-tune email tracking and appointment synchronization.
- The settings provide granular control over email correlation, allowing administrators to manage how emails are tracked and related to Dynamics 365 records.
- Proper configuration of these settings can prevent issues such as duplicate email tracking, incorrect appointment propagation, and mailbox synchronization failures.