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Email Configuration & Server Profiles

  • 1.  Email Configuration & Server Profiles

    SILVER CONTRIBUTOR
    Posted 12 days ago
    ​We recently upgraded from CRM 2016 on-prem to Dynamics 365 Online. Since then, emails triggered from workflows and system jobs (i.e. duplicate detection) remain in a Pending Send status. The mailboxes that are being used to send these system triggered emails are not set up correctly.

    I think what I need to do is set up new server profiles, add the mailboxes to the appropriate server profiles, test and enable mailboxes; I'm just not sure what types of server profile I should be creating and here's why:
    1. Some users are on Exchange Online (O365), others are on Exchange Server 2013, on-premise.
    2. Users are using a mixture of 2013 and 2016 email clients (outlook).

    My goal is to get these emails sending again and configure our user's mailboxes correctly to prepare for our roll out of the D365 App for Outlook, which needs to be using server-side synchronization.

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    Amanda Serie
    Senior CRM Specialist
    Choice Financial Group
    Bloomington MN
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  • 2.  RE: Email Configuration & Server Profiles

    Posted 12 days ago

    The D365 OOB Email Profile that you get, I believe is the one that points to your Office 365 exchange.

    You will need yo be a Global Admin to approve the mail boxes and then Test&Enable the e-mall flow into Dynamics. If you doing this for your users then do you really need to do that as you will start getting all their emails come through - including personal.

    If you can restrict it to a set of Shared Mailboxes that can be used - would you rather than have that instead?

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    Abdul Majid
    Westwood Software Limited
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  • 3.  RE: Email Configuration & Server Profiles

    TOP CONTRIBUTOR
    Posted 12 days ago

    HI @Amanda Serie

    For the mailboxes that are using Exchange Online (O365)

    1. Under your email server profiles, there will be one created that will be your Exchange Online server. One important field you need to watch here is the Process Email From; Make sure you set to a date you want before you enable a mailbox to use Server Side sync
    2. You will need to Approve the Email addresses for each mailbox.  You either need Global Admin as @Abdul Majid pointed out, or you can also do this with a D365 Service Administrator role in Office 365 as well.
    3. For each Mailbox then, make sure its configured with the right sync options, Outlook or Server Side sync, which sounds like it will be in your future.  Also, important here is to make sure you identify the Server Profile the mailbox needs to use.

    For Exchange 2013 folks;
    1. You will have to create a new Email Server profile for Exchange 2013. You'll have to make sure the exchange web services are enabled for the Exchange server for this to work. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/supported-email-service-configurations-server-side-synchronization
    2. After this, you will have to Approve the email address for each user and Test and Enable the mailboxes like above.

    That should get the emails flowing again. Assuming if you are using the Outlook Client with the Outlook Sync option, the users Outlook has to be open for the whole sync and send the process to work. 

    Hope that helps.

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    Todd Mercer
    Dynamics CRM Technical Lead
    MD Financial Management
    Ottawa ON
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