Email Configuration In Microsoft Dynamic Online

For tracking emails in your Gmail account from inside CRM 2013/2016, you can do that by configuring your email router to connect to Gmail using POP3.

There is a list of steps which we have followed for configuring our Gmail in MS Dynamic CRM.

Step 1

Go  to  Settings - Email Configuration- New 

MS Dynamic CRM

 

Step 2

Go to service, check whether Microsoft Dynamic Service Unzip Service is Running or not.

MS Dynamic CRM

 

Step 3

Search Microsoft Dynamic CRM Email Router Configuration Manager tool, Double click and run it.

MS Dynamic CRM

 

Step 4

Create New, Email Router Configuration profile, fill in the data for incoming email profiles,

MS Dynamic CRM

MS Dynamic CRM

 

Save and close it.

MS Dynamic CRM

 

Step 5

Fill up the data for outgoing Email profiles.

MS Dynamic CRM

MS Dynamic CRM

 

Save and publish it for both incoming and outgoing Profiles.

Step 6

Find the organization name

MS Dynamic CRM

MS Dynamic CRM

 

Step 7

Go for the Deployment part, similarly create new Deployment,

  • Choose Microsoft Dynamic CRM Online.
  • In the Microsoft Dynamic CRM Server, the server name is your organization's CRM Server name.
  • For Access Credential, choose Other Specified.

  • Default Configuration Profiles
    For Incoming Configuration Profile - Incoming
    For Outgoing Configuration Profile - Outgoing

Then click ok and close it.

MS Dynamic CRM

MS Dynamic CRM

Step 8

Deployment profile is created.

MS Dynamic CRM

MS Dynamic CRM

Step 9

  • After that go to Setting - Go to Email  Configuration.
  • Select Your Email Configuration Record.
  • In the Email address field – enter the email address of the user.
  • After Entering email – Click on Approve Email in the top bar.
  • In the credential section, select yes- and enter your email username and password
  • Next go to the the Synchronization Method section below screenshot information.
  • After entering the details, click on Save and Test and Enable the mailbox.
  • After Testing and Enabling the mailbox, press CTRL +R to Reload the page.

And you should able to see a success page

  • Once it's successful, save and close it.
  • Process complete.

    MS Dynamic CRM