As a comparison to the email router, it would be exactly the same steps to configure your email system correctly (Exchange, SMTP, etc) for use with emails with CRM. The steps involved with configuring the email router would be the following:
1. Install the Email Router
2. Create your Configuration Profiles
3. Create a Deployment to connect to CRM
You then have the option to test access, and while recommended, it is not required.
In this screen, you can also set individual users and queues to specific profiles.
For server-side sync, the steps would be as follows:
1. Install the Server-Side Sync server component.
2. Create your Configuration Profiles.
3. Set your users and queues to the correct profiles.
4. Test and enable Mailboxes
Note that this last step is required before emails can be used with server-side sync. With the email router, testing is not required, but server-side sync will not allow the sending or receiving of emails until the mailbox has been tested and enabled. You can find this option either in the mailbox form, or in the list of mailboxes.
Another change that you may notice is that when creating a server profile, the option to use SSL for both incoming and outgoing is grayed out, and you are forced to select Yes. So what happens if you are configuring server-side sync in a secure internal environment, which means you have SSL turned off internally, and you want to configure it that way? Thankfully, we still have the option to configure without SSL, which Microsoft recommends setting up this way only for testing purposes. This is a setting in the database that you can change to allow this, in the MSCRM_CONFIG database.
set BitColumn = 1
where (ColumnName = ‘AllowCredentialsEntryViaInsecureChannels’
or ColumnName = ‘ecAllowNonSSLemail’)
After running this query, do an IISreset on the CRM server:
1. Open a command prompt by running it as Administrator
2. Type IISreset
Once this is completed, you will now have the option of configuring profiles without using SSL.