Every time when I create a new Organization in Dynamics CRM, for the purpose of email testing I’ve to configure the mailboxes in my test environment. The very best and easy way for me configuring the mailboxe Server Profile are Gmail. Today in this post I’ll be sharing the settings which I use to configure the Gmail mailboxes.
Browse to Settings -> Email Configuration -> Email Server Profiles
On the ribbon, select the dropdown for button New as POP/SMTP Server
For Gmail Server Profile, below are the settings:
Incoming Server Location: pop.gmail.com
Outgoing Server Location: smtp.gmail.com
Credentials: For both Incoming and Outgoing, I'll leave the authentication settings to be set to - Credentials Specified by a User or Queue
Incoming Port: 995
Incoming Authentication Protocol: Auto Detect
Outgoing Port: 587
Outgoing Authentication Protocol: Auto Detect
Process Email from : Put this to the current/previous date
Minimum Polling Interval in Minutes: 0 (default)
Maximum Concurrent Connections: 10 (default)
Now we would configure a Gmail Mailbox. For the testing I’ll configure my test Gmail account (which I usually use for all CRM test emails) to my user account in CRM.
Browse to Settings -> Security -> Users
Update the email Id of one of the user to a existing Gmail id and select Approve Email.
Now browse to the bottom of the user page and expand the tab ‘Administration’
Click on the Mailbox to continue configuring.
Setup the General information like Email-Id and Name.
Specify the credentials to use for the Gmail-id
Set the Server Profile to use the one which we just created above.
Incoming/Outgoing Email set to Server-Side Synchronization
Click Save. Configuration completed!
Next, on the ribbon bar for the mailbox click on the button ‘Test & Enable Mailbox’.
Refresh the page for after a while and the Incoming/Outgoing Email Status would be changes from ‘Not Run’ to ‘Completed’
You could also check for the mailbox alerts to be all successful.
The same could be repeated for any users/queues for synchronizing their Gmail accounts.
Hope this would be helpful to someone.