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Gmail integration question

  • 1.  Gmail integration question

    SILVER CONTRIBUTOR
    Posted May 06, 2019 01:53 PM
    Hi CRM folks! We are at a point where email integration is needed. I've found some instructions online for turning it on in CRM but they leave me slightly confused and hopefully someone can clarify it for me. :)

    Instructions I found
    Another set of instructions that say pretty much the same thing

    One of the things that has me concerned / confused is the mentioning of boxes.. That I am interpreting as in multiple boxes... Do I need to create multiple boxes on the gmail side to support this? Or are we just creating 1 service account that does all of the email communications for the Dynamics instance? For those of you no familiar with GSuite, we pay by the box - so setting up multiples is not ideal.

    For now, really all we're wanting the CRM to do is email out to certain email addresses via workflows. We are not expecting to have inbound emails (at this point) generate any sort of work within the CRM. (Though someday that will be cool - atm, we don't need it to do that.) :)

    Thanks for any clarification that you might be able to shed on this for us. :)

    ------------------------------
    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
    ------------------------------


  • 2.  RE: Gmail integration question

    Posted May 13, 2019 04:36 AM
    Hi Gretchen

    Not quite sure what you're referring to when you say 'boxes'.

    I've taken a look at the articles, as I haven't set up gMail with D365 before (I have set up Exchange though).
    In short, you need to set up the server configurations (ie how the system overall will communicate with gMail), and then set up the users that you want to use with it (each user will have their own 'mailbox', or gMail account).

    So in short, there aren't multiple 'boxes' :)

    Hope this helps

    ------------------------------
    EY Kalman
    Senior Manager
    PwC
    ------------------------------



  • 3.  RE: Gmail integration question

    SILVER CONTRIBUTOR
    Posted May 13, 2019 02:38 PM
    Hi EY! :) What I mean by boxes is how many mailboxes do I need to set up. For those running Exchange, you can create as many mailboxes / email addresses you want without having to worry about licensing. GSuite is different in the sense that every account / mailbox has to have a license.

    At this point, I don't need my users to send emails - I want the business process flows to send email alerts. (ie, "A case has been submitted for your region, please review." with a link to the case.

    I got the email profile set up (I think) but still can't send email even with my own account. (Let alone figure out how to make the BPF send it as crmnoreply@denverlibrary)  It's been a challenge to figure out for sure. :-/

    ------------------------------
    Gretchen Garcia
    IT Technician
    Denver Public Library
    Denver CO
    ------------------------------



  • 4.  RE: Gmail integration question

    Posted May 13, 2019 04:23 PM
    Hi Gretchen! :)

    Ah, I understand your question better now.

    So to hopefully address this further:
    1. Emails need to be sent from a user (this could be a system user, from the D365 perspective). This user needs to have the email address set up against it that you're wanting the emails to come from (note that the email address may not need an actual account in Gmail - I haven't managed to test this out this evening though)
    2. Ensure that the gmail settings are set up and saved correctly (server profile, etc, as per the links you posted)
    3. Set up the mailbox for the user with the correct settings under Syncronization Method (as per the links you posted)
    4. Click the 'Test & Enable Email' button on the toolbar. Hopefully this will be successful!

    Try to then run the process and see what happens.

    Hope this helps!

    ------------------------------
    EY Kalman
    Senior Manager
    PwC
    ------------------------------



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