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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Configure Server-Side Synchronization

To configure server-side synchronization, follow these steps:

1. Navigate to Settings > Email Configuration (see Figure 16.1). Select Email Server Profiles to create a profile.

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FIGURE 16.1 Email configuration settings.

2. Select + New to create a new profile (see Figure 16.2). Select either Exchange or POP3-SMTP Profile depending on your email server. For this example, we configure an Exchange server and so select Exchange Profile.

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FIGURE 16.2 Select a new configuration.

Tip

Data encryption must be active; ...

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