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Email Server Profile Over Multiple Instances

  • 1.  Email Server Profile Over Multiple Instances

    Posted 6 days ago
    Does anyone have an article or can explain how using an email server profile over multiple instances. Here is my scenario.

    We have 3 instances Production, Test, and Dev. We currently do not utilize emailing in our CRM. In Dev I created an Email Server Profile (type is exchange server hybrid) with a DynamicsCRM@aymcdonald.com username and password. I added that profile to my mailbox in CRM and was able to send out emails. Now when I did the same thing in Test, same profile type and same username and password that also worked. However now it doesn't work in Dev.

    My main question is, Can you only use one login for a server profile over multiple instances? If anybody has any help or can point me in the right direction that would be very helpful.

    Thanks!

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    Jonathan O'Brien
    AY McDonald
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  • 2.  RE: Email Server Profile Over Multiple Instances

    Posted 6 days ago
    This is the error i get in my Dev. I can confirm that the login is correct so i'm not sure why the error says "make sure the username and password are correct"


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    Jonathan O'Brien
    AY McDonald
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  • 3.  RE: Email Server Profile Over Multiple Instances

    TOP CONTRIBUTOR
    Posted 5 days ago
    Jonathan,

    I recommend that every Email Server Profile use a different service account, in the same instance and across all instances.  With Exchange on premise you will want one email profile per CAS with only those D365 Users on that CAS in that profile.  The account used for the email server profile does not need to be a User in CRM so they do not use a license.

    What I've done to make copying Production to SBX or Dev easier is to create the profiles in Production then just disable/enable the profiles after the instance is copied.  I also use only 'Correlation to track email conversations' and 'tracking tokens'.  Each environment has it's own Prefix and Deployment base tracking number.  This way emails created in one environment are not picked up by a different one.  I also never have a mailbox enabled in more than one instance at a time and never enable outgoing mail for any mailbox in a non-production instance, to prevent accidentally emailing Customers.

    Not sure how much of this is best practice or if it is in an MS publication, but it's just what i do to keep email processing straight between environments.

    Hope this helps,


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    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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