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

Step 2

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

Step 3

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

Step 4

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

Save and close it.

Step 5

Fill up the data for outgoing Email profiles.

Save and publish it for both incoming and outgoing Profiles.

Step 6

Find the organization name

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

Step 8

Deployment profile is created.

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