The Microsoft Dynamics CRM E-mail Router has been deprecated, and the Office 365 authentication type and Regional Discovery endpoints are approaching their EOL (Deprecation of Office 365 Authentication Type and Regional Discovery Service Deprecated). This has resulted in a need to move to Server-Side Sync before March 1, 2021.
But before we dive into a Hybrid Exchange Online scenario, let us recap the current state of affairs.
How to Migrate E-mail Router Settings:
For simple scenarios, it is pretty straightforward to migrate settings from the e-mail router to server-side sync.
Migrate settings from the E-mail Router to server-side synchronization | Microsoft Docs
Supported and Unsupported Configurations:
For Dynamics 365 on-prem deployments, review the following article:
Supported e-mail service configurations for server-side synchronization | Microsoft Docs
For Dynamics 365 online, review the following article:
Supported e-mail service configurations for server-side synchronization - Power Platform | Microsoft Docs
With that out of the way, I recently came across a scenario similar to the one shown below:
There are two separate Office 365 tenants:
Dynamics 365 instance was under Contoso.com tenant; however, the Exchange Online was under AdventureWorks.com tenant.
The current setup was using Forward Box mailbox setup. The e-mails were forwarded from [email protected].com - which was created as a queue in Dynamics 365 - to a forward mailbox, contoso.com, and the e-mail router would then bring the e-mail to Dynamics 365.
However, as we know, with the e-mail router having been deprecated and the looming shutdown of the regional discovery service, we had to migrate to server-side sync.
This case required creating a Hybrid Exchange Online profile.
Exchange Online Configuration
We need to allow application impersonation on the mailbox that will be used to configure Hybrid Exchange Profile in Dynamics 365.
Go to Exchange Admin Center Microsoft Exchange Admin Center
Add Impersonation Role:
Here we will add the impersonation role to our support mailbox.
That is all that is required in Exchange Online.
Next, we will configure the Hybrid Exchange Profile in Dynamics 365.
Dynamics 365 Configuration
In Dynamics 365, we will create an Exchange Server (Hybrid) profile:
Navigate to Dynamics 365 Settings -> Email Configuration
Create the Hybrid Profile, use the following URL for incoming and outgoing: https://outlook.office365.com/EWS/Exchange.asmx
Configure the mailbox of the Support queue:
And there you have it! We have configured incoming and outgoing e-mails across tenants using server-side sync in a few simple steps.
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