Hello,
We are currently using CRM 2016 online and have a hybrid Microsoft Exchange environment. We have been testing server side sync and it is working for emails and such that originate in CRM (syncing with Outlook), but we can't seem to get emails that originate in Outlook to sync into CRM.
If you are using server side sync do you need to use any kind of plugin in Outlook to sync emails, appointments, etc. that originate in Outlook? In other words, if I create an email in Outlook how does it wind up syncing in CRM? We really need to be able to sync from Outlook to CRM and without using the CRM for Outlook plugin, as this was our original method and our remote users had constant problems with it, resulting in it having to be removed from their Outlook.
Is this possible or do you need something else on the Outlook side in order from syncing to happen?
Thanks!
Bryan