|
Microsoft Dynamics CRM
Customer Center
|
|
|
|
Microsoft Dynamics CRM
Customer Center
|
|
Email server profiles in Microsoft Dynamics CRM store settings that are used by server-side synchronization to connect to an email server and process email for the associated mailboxes. You must configure at least one email server profile to process email for your CRM organization. Depending on the complexity of your organization's email system, you may have to create multiple email server profiles.
Create an email server profileMake sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.
Check your security role
Follow the steps in View your user profile.
Don't have the correct permissions? Contact your system administrator.
Follow the steps for the app you're using.
If using the CRM web application
On the nav bar, click or tap Microsoft Dynamics CRM > Settings.
Settings appears on the nav bar.
Click or tap Settings > Email Configuration > Email Server Profiles.
If using CRM for Outlook
In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Email Configuration > Email Server Profiles.
Click or tap New > Exchange Profile or POP3-SMTP Profile.
For an Exchange email server profile, specify the following details:
|
Fields |
Description |
|
General |
|
|
Name |
Specify a meaningful name for the profile. |
|
Description |
Type a short description about the objective of the email server profile. |
|
Auto Discover Server Location |
Click or tap Yes if you want to use the automatically discover service to determine the server location. This applies only if you are creating a profile for an Exchange Server. If you set this to No, you must specify the email server location manually. Note If the server location doesn't change for mailboxes, we recommended that you don't use auto discover because it may affect performance. |
|
Incoming Server Location and Outgoing Server Location |
If you have selected No in Auto Discover Server Location, type the location of the incoming and outgoing email server. For Exchange Server, use the Exchange Web Services (EWS) URL format <EWS/exchange.asmx>, as illustrated in the following examples: https://autodiscover-red001.mail.microsoftonline.com/ews/exchange.asmx https://autodiscover-red002.mail.emea.microsoftonline.com/ews/exchange.asmx |
|
Credentials |
|
|
Authenticate Using |
Select the method to authenticate while connecting to the specified email server. You can select one of the following:
The other options in the list aren't applicable for Exchange. |
|
User Name |
Type the user name that is used to connect to the email server for sending or receiving email for the mailboxes of all users and queues associated to this profile. This field is enabled and valid only if Authenticate Using is set to Credentials Specified in Email Server Profile. The user name that you specify must have permission to send and receive email from the mailboxes of users and queues associated with this profile. Note If you are using HTTP for Microsoft Dynamics CRM, the User Name and Password fields will be disabled. To enable the option, change the value of the deployment property AllowCredentialsEntryViaNonSecureChannels to 1. Read about the configuration settings |
|
Password |
Specify the password of the user that will be used together with the user name to connect to the email server for sending or receiving email for the mailboxes of users and queues associated with this profile. The password is stored securely. Note If you are using HTTP for Microsoft Dynamics CRM, the User Name and Password fields will be disabled. To enable the option, change the value of the deployment property AllowCredentialsEntryViaNonSecureChannels to 1. Read about the configuration settings |
|
Use Impersonation |
Click or tap Yes if you have configured Exchange impersonation rights to send or receive email on behalf of the other mailboxes. Click No if you have configured Exchange delegation rights to send or receive email on behalf of other mailboxes. Read how to configure Exchange impersonation. |
|
Use same settings for Outgoing |
If you want to use the same credential settings for the incoming and outgoing connections, click or tap Yes. |
|
Advanced |
|
|
Incoming Port |
This field shows the port on the email server for accessing the incoming email. This field is automatically populated when you save the record. |
|
Outgoing Port |
This field shows the port on the email server for accessing the outgoing email. This field is automatically populated when you save the record. |
|
Use SSL for Outgoing Connection |
Click or tap Yes if the email channel is on a secure channel and SSL must be used for sending email. In Microsoft Dynamics CRM (on-premises), this field is set to Yes by default, but the configuration database setting “AllowNonSSLEmail” allows you to override this and set the value to False. Read about the configuration settings. |
|
Use SSL for Incoming Connection |
Click or tap Yes if the email channel is on a secure channel and SSL must be used for receiving email. In Microsoft Dynamics CRM (on-premises), this field is set to Yes by default, but the configuration database setting “AllowNonSSLEmail” allows you to override this and set the value to False. |
|
Incoming Authentication Protocol and Outgoing Authentication Protocol |
Select a protocol that will be used for authentication for incoming and outgoing email. |
|
Move Failed Emails to Undeliverable Folder |
To move the undelivered email to the Undeliverable folder, click or tap Yes. If there's an error in tracking email messages in CRM as email activities, and if this option is set to Yes, the email message will be moved to the Undeliverable folder. This option is available only for an Exchange email server profile. |
|
Additional Settings |
|
|
Process Email From |
Select a date and time. Email received after the date and time will be processed by server-side synchronization for all mailboxes associated to this profile. If you set a value less than the current date, the change will be applied to all newly associated mailboxes and their earlier processed emails will be pulled. |
|
Maximum Concurrent Connections |
Type the maximum number of simultaneous connections that can be made by CRM to the corresponding email server per mailbox. Increase the value to allow more parallel calls to Exchange to improve performance or reduce the value if there are errors on Exchange due to large number of calls from Microsoft Dynamics CRM. The default value of this field is 10. The maximum number is considered per mailbox or per email server profile depending on whether the credentials are specified in a mailbox or email server profile. |
|
Minimum Polling Intervals in Minutes |
Type the minimum polling interval, in minutes, for mailboxes that are associated with this email server profile. The polling interval determines how often server-side synchronization polls your mailboxes for new email messages. |
-OR-
For a POP3/SMTP profile, specify the following:
|
Fields |
Description |
|
General |
|
|
Name |
Specify a meaningful name for the profile. |
|
Description |
Type a short description about the objective of the email server profile. |
|
Incoming Server Location and Outgoing Server Location |
Type the location of the incoming and outgoing email server in the format “<server>”. |
|
Credentials |
|
|
Authenticate Using |
Select the method to authenticate while connecting to the specified email server. You can select one of the following:
|
|
Use same settings for Outgoing |
If you want to use the same credential settings for incoming and outgoing connections, click or tap Yes. |
|
Advanced |
|
|
Incoming Port |
This field shows the port on the email server for accessing the incoming email. This field is automatically populated when you save the record. |
|
Outgoing Port |
This field shows the port on the email server for accessing the outgoing email. This field is automatically populated when you save the record. |
|
Use SSL for Outgoing Connection |
Click or tap Yes if the email channel is on a secure channel and SSL must be used for sending email. In Microsoft Dynamics CRM (on-premises), this field is set to Yes by default, but the configuration database setting “AllowNonSSLEmail” allows you to override this and set the value to False. Read about the configuration settings. |
|
Use SSL for Incoming Connection |
Click or tap Yes if the email channel is on a secure channel and SSL must be used for receiving email. For Microsoft Dynamics CRM Online, this field can't be set to No. In Microsoft Dynamics CRM (on-premises), this field is set to Yes by default, but the configuration database setting “AllowNonSSLEmail” allows you to override this and set the value to False. |
|
Incoming Authentication Protocol and Outgoing Authentication Protocol |
Select a protocol to use for authentication for incoming and outgoing email. |
|
Additional Settings |
|
|
Process Email From |
Select a date and time. Email received after the date and time will be processed by server-side synchronization for all mailboxes associated to this profile. If you set a value less than the current date, the change will be applied to all newly associated mailboxes and their earlier processed emails will be pulled. |
|
Maximum Concurrent Connections |
Type the maximum number of simultaneous connections that can be made by CRM to the corresponding email server per mailbox. Increase the value to allow more parallel calls to Exchange to improve performance or reduce the value if there are errors on Exchange due to a large number of calls from Microsoft Dynamics CRM. The default value of this field is 10. The maximum number is considered per mailbox or per email server profile depending on whether the credentials are specified in a mailbox or email server profile. |
|
Minimum Polling Intervals in Minutes |
Type the minimum polling interval, in minutes, for mailboxes that are associated with this email server profile. The polling interval determines how often server-side synchronization polls your mailboxes for new email messages. |
Click or tap Save.
On the left side of the email server profile form, under Common, click or tap Mailboxes.
Click or tap Add New Forward Mailbox.
Complete the details in the mailbox form and click or tap Save. See how to Create forward mailboxes or edit mailboxes.
Click or tap Save.
Add mailboxes to an email server profileMake sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.
Check your security role
Follow the steps in View your user profile.
Don't have the correct permissions? Contact your system administrator.
Follow the steps for the app you're using.
If using the CRM web application
On the nav bar, click or tap Microsoft Dynamics CRM > Settings.
Settings appears on the nav bar.
Click or tap Settings > Email Configuration > Mailboxes.
If using CRM for Outlook
In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Email Configuration > Mailboxes.
Select all the mailboxes that you want to associate with the email server profile, and click or tap Edit.
In the Change Multiple Records form, under Synchronization Method, in Server Profile, select the email server profile that you want to add the mailboxes to, and then click or tap Change.
Alternately, select multiple mailboxes, and click or tap More Commands (...) > Apply Default Email Settings, and then click or tap OK. The mailboxes will be added to the email server profile that's selected as the default in the System Settings dialog box. Read about setting default email settings in System Settings dialog box - Email tab.
See Also
Set up email through server-side synchronization
Create forward mailboxes or edit mailboxes
Did you find the information that you need?
Yes No
If not, what information do you need? (optional)