Email Configuration Exchange Online

 

Email integration with Dynamics CRM has become an integral part of day to day activity for most of the business users. This enables a user to respond to messages at a faster pace as opposed to logging into the system to respond. Below steps would enable the configuration with ease & improvise on productivity factors.

Email Configuration Exchange Online

Check for License grants

Before beginning with the configuration, we need to check whether appropriate license is given to the user or not.

To check the license provided to the user, follow the steps.

  1. Click on the main menu.
  2. Click on the Users, Active Users.
  1. Edit User, select the user listed.

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Fig 1 : Go to Users record in admin portal

Email Configuration

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  1. Click on the edit
  2. Check for Exchange Online (Plan 2) in your licenses and enable it.

If it is not available in your licenses then go to Billing section –> purchase services à select the product license which is having the Exchange Online (Plan 2) ( Ex : Office 365 Enterprise E3 Trial ).

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Fig 3 : Enable the Exchange Online (Plan 2) service from the License assigned
Once the license is assigned and Exchange Online (Plan 2) is enabled. You are ready for Email Configuration.

Follow the below steps and refer the images along with.

Login to Dynamics CRM and navigate to Email Configuration as shown in the above Image.
Main Menu (1) -> Settings (2) -> Email Configuration

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Click on the Email Server Profiles (1).

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If Microsoft Exchange Online Record is not available, then

Click on NEW -> Exchange Online. Then save the record.
Now, navigate to Email Configuration

 

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Click on Email Configuration Settings (1)

Email Configuration

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Click on Email (1) -> Server Profile (2)
 

Select Email Server Profile Microsoft Exchange Online.

Appointment’s, contacts, and tasks select Server-Side Synchronization (3)

Click OK (4).

Then navigate to Email Configuration

 

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Click on Mailboxes (1)

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Select each record(s) from the list (1),

Click on the Approve Email button (2).

On the next window Click OK (3)

Open each record from the list which is approved.

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Check (1), (2), (3)& (4) as shown in the above screenshot.

Then click on the Test & Enable Mailbox button (5).

Refresh the page.After a few moments (6), (7)& (8) will changed to Success as shown in the above screenshot.

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If it shows Failed in thosefields instead, click on Alerts, check the error details and resolve the problem.Then try Test & Enable Mailbox (5) again.

Email Configuration POP3\SMTP

Below screens & steps would help establish POP3 or SMTP configuration for the Emails

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Navigate to Email Configuration as shown in the above Image.

Main Menu (1) -> Settings (2) -> Email Configuration (3)

Click on Email Server Profiles (1).

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 Click on NEW (1) -> POP3/SMTP Server (2)16

Provide details as displayed in the above image.

Name (1): Name of the Email Configuration

Incoming Server Location (2): pop.gmail.com

Outgoing Server Location (3): smtp.gmail.com

Note: (2) & (3) will be dependent on the actual pop and smtp servers to be used.

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Set Use same settings for Outgoing (4): No

User Name (5): your mail id.

Password (6): Password for the same mail id

Incoming Port (7): It is different for different service provider (POP)

Outgoing Port (8): It is different for different service provider (SMTP)

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Next select the Email Configuration Settings (1)

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Click on Email (1) -> Server Profile (2)

Select the Email Server Profile created above.

Then click OK (3).

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Now navigate to Settings (1) -> Security (2) and click on Users

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Select all the users (1), and click on Approve Email (2).

Now, navigate to Email Configuration

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Click on Mailboxes (1)

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Go to Active Mailboxes (1)

Open each record (2)

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Provide details for following fields:

Name (1): Name of the Mailbox (User)

Email Address (2): Email Address of the user

Allow to use Credentials for Email Processing (3): Yes

User Name (4): Enteremail id

Password (5): EnterPassword

Server profile (6): Select the Email Server Profile

Incoming Email (7): Select as in image

Outgoing Email (8): Select as in image

 (11): Save

(12): Approve Email

(13): Test and Enable Mailbox

Value in fields (9) &(10) should change to Success after sometime.

If it shows Failed in those fields instead, click on Alerts, check the error details and resolve the problem. Then try Test & Enable Mailbox (5) again.