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By Skylar Macromallis, CRM Consultant
Given the obvious email integration capabilities between Dynamics 365 and the rest of the Microsoft stack, when rolling out an implementation many organizations opt to switch to Exchange Online-- but what if your organization uses Gmail? Fear not, Microsoft is Google-friendly here!
Configuring Gmail for the Integration
Firstly, we will have to look at taking a look at our settings in Gmail to permit external access to the mailbox using POP3 protocol.
Gmail will at times block connections from third party apps. While Dynamics 365 uses built-in security features to keep data safe, it is not exempt from Google's own built-in security features. To enable this connection:
You can read more about Dynamics 365 security here.
Creating a Gmail Email Server Profile
We must next configure the Email Server Profile in Dynamics 365 to connect to Gmail. Dynamics 365 will want to use Exchange Online by default, so we must create an entirely new profile so the mailboxes can connect to Google's servers.
Enabling Server-Side Synchronization
Server-side synchronization is the mechanism that provides the integration between Dynamics 365 and an email server. This is Microsoft's preferred method of synchronization, with the other two options (Outlook and the Email Router) being gradually phased out. To ensure that this is enabled:
Our final steps will be to approve our mailboxes to use the Email Server Profile we created to communicate with Google's servers.
Wait up to a minute and refresh the page. Configuration test Results should all show as Success!
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