How to configure Email using Server Side Synchronization in CRM 2016 Online?

Follow the below steps to Configure Email in CRM 2016 Online,

Step 1: Click here and follow my previous article to configure Office 365 Enterprise E3 Trial Subscription and Assign Product License to the required user.

Step 2: Go to Microsoft Dynamics CRM -> Settings -> Email Configuration.

Click on Email Server Profiles.

Server Side Synchronization - Step 2

Microsoft Exchange Online” Email Server Profile record created automatically by Online CRM. We can use the same.

Server Side Synchronization - Step 2.1

Step 3: Open the “Microsoft Exchange Online” Email Server Profile record.

Click on Mailboxes (1) and Search for required User Mail Box record (2) and Open it (3).

Server Side Synchronization - Step 3.0

Update Email Address field with your Office 365 Login Id and Save.

Server Side Synchronization - Step 3.1

Step 4: Click on Approve Email ribbon button and Click on OK.

Server Side Synchronization - Step 4

Step 5: Click on Test & Enable Mailbox ribbon button and Click on OK.

Server Side Synchronization - Step 5

Step 6: Click on Alerts to see the status of Email Configuration for Incoming and Outgoing Emails.

Server Side Synchronization - Step 6.0

We can See the Incoming Email Status and Outgoing Email Status as Success, which means we have configured Email Successfully.

Server Side Synchronization - Step 6.1

Step 7: Open Office 365 Admin Page (https://portal.office.com/myapps) and Click on Mail to see Office 365 Outlook.

Server Side Synchronization - Step 7.0

Server Side Synchronization - Step 7.1

Step 8: Now we are going to test Incoming and Outgoing Mails in Real Time by creating a Contact record with Personal Email Id.

Create an Email Record from Contact and Send it to see Outgoing Mail from CRM to Personal Email Id.

Once you receive mail to your Personal Mail Id from CRM, reply the Mail and Send. Check the same under ACTIVITIES in the Contact Record to see the Incoming Mail.

Server Side Synchronization - Step 8

Thank you for reading this article and hope you successfully Configured and Tested Email using Server Side Synchronization in CRM.

Please leave your valuable comments on this Article.

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