Microsoft Dynamics CRM 2016 Email Router configuration in detail steps:
Step 1:
- Install the “Email router Configuration Manager” in your Machine.
Step 2:
- Open Microsoft Dynamics online CRM
Step 3:
- Click on main à click on settings à Email configuration à
Step 4:
- Click on Email configuration settings.
- Click on Email tab
- In “Process email using” option select “Microsoft Dynamics CRM 2016 Email Router” from drop down.
- In server Profile remove Microsoft Exchange online.
- Keep Incoming and outgoing email as “Server side synchronization or Email router”.
- Press ok.
Step 5:
- Click Mailboxes
- Click on “Regarding “of logged CRM user in My Active mailboxes
Step 6:
- Give your “Gmail id” as primary email id to the user that you have logged in and save it.
Step 7:
- After saving Click on Administration in the same window and click on mail id in Mail box.
Step 8:
- A new windows opens Remove Microsoft Exchange from Server Profile drop down in Synchronization Method.
- Save it and Approve email, press ok.
- Now open email router configuration manager
Step 9:
- Create Incoming and Outgoing profiles in “Configuration Profiles” Tab.
- Click on Configuration Profiles.
- Click on New.
- Give Profile Name: (Ex: Nik Incoming)
- Set Direction as Incoming.
- Select email server type: POP.
- Authentication type: Clear text
- Give Gmail email server “pop.gmail.com” in Location.
- Give Gmail password.
- Click on Advanced tab.
- Set network port as 995 and select the check box.
- Click ok.
- Click publish.
Step 10:
- Create Outgoing profile.
- 1. Click on Configuration Profiles.
- Click on New.
- Give Profile Name: (Ex: Nik Outgoing)
- Set Direction as Outgoing.
- Select email server type: SMTP.
- Authentication type: Clear text
- Give Gmail email server “smtp.gmail.com” in Location.
- Give Gmail email Id.
- give password
- Click on Advanced tab.
- Set network port as 587 and select the check box.
- Click ok.
- Click publish. Note: Port number of Gmail SMTP (465/587).
Step 11:
- Now Create Deployment in “Deployments” Tab.
- Click on Deployments
- Check on new
- Select “Microsoft Dynamics CRM online”
- Give Organization Unique name: How to get Unique Name?
- In online CRM Click on Main –> settings customizations—> Developer Resource
- In Developer Resource select “https://disco.crm8.dynamics.com” From Discovery Service
- And unique name “https://disco.crm8.dynamics.com/Uniquename”.
- Enter Online CRM Login User ID
- Type password
- Select Incoming Configuration profile as Incoming from dropdown.
- Select Outgoing Configuration profile as outgoing from dropdown.
- Click ok 10.Publish.
Step 12:
- Click on “Users, Queues, and Forward mailboxes” Tab.
- Select Created Deployment “https://disco.crm8.dynamics.com/Uniquename” from load data.
- Click on Load data.Here it will load all the users, Queues and Mailboxes from online CRM
- Select the user which we have configured in Online CRM.
- Click Test Access
- A pop-up windows appears and display “incoming Status: succeeded” and “outgoing Status: Succeeded”.
- Finally Click on publish.
- Now Email Router Configuration has been done for Gmail For Microsoft Dynamics CRM 2016 online.
- Now create a contact along with email id in Online CRM and send an email.