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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics365 and google...
Service | Customer Service, Contact Center, Fie...
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Dynamics365 and google mail sync

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Posted on by Upen Waghela 9
Hi,
 
Anyone can help me finding out step by step guide how can I setup Dynamics365 with Google mail instead of Microsoft Exchange please.
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Dynamics 365 Customer Service
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  • Suggested answer
    11manish Profile Picture
    11manish 151 on at
    Here’s a step-by-step guide to configure Dynamics 365 with Google Mail (Gmail / Google Workspace) instead of Microsoft Exchange.
     
    Important Note (before you start)
    Dynamics 365 supports Gmail via:
    • Server-Side Synchronization (IMAP/SMTP) 
    Native Exchange features (calendar sync, full tracking) are limited
     
    Prerequisites
    🔹 Gmail / Google Workspace
    Enable:
    • IMAP access
    If using 2FA:
    • Create App Password
     In Google Settings
    • Go to Gmail settings:
    • Enable IMAP
    Allow less secure apps (or use App Password – recommended)
     
    Step-by-Step Configuration
    Step 1: Create Email Server Profile
    In Dynamics 365:
    1. Go to:
      • Settings → Email Configuration → Email Server Profiles
    2. Click New
    Fill details:
    • Name: Gmail Profile
    • Server Type: Generic SMTP/IMAP
    Incoming (IMAP):
    • Server: imap.gmail.com
    • Port: 993
    • SSL: Yes
    Outgoing (SMTP):
    • Server: smtp.gmail.com
    • Port: 587
    • SSL: Yes
    Step 2: Create Mailbox
    1. Go to:
      • Settings → Email Configuration → Mailboxes
    2. Click New
    Fill:
    • Email address (Gmail)
    • Owner (user)
    • Server profile → Gmail Profile
    Step 3: Configure Mailbox Credentials
    • Username: your Gmail ID
    • Password: App Password (if 2FA enabled)
    Step 4: Test & Enable Mailbox
    • Open mailbox record
    • Click:
    • Test & Enable Mailbox
    Ensure:
    • Incoming: Success
    • Outgoing: Success
    Step 5: Set Default Sync Method
    • Go to:
      • System Settings → Email
    • Set:
      • Incoming Email: Server-Side Sync
      • Outgoing Email: Server-Side Sync
    Step 6: Configure User Settings
    • Assign mailbox to user
    • Approve email
    • Enable mailbox
    Optional Enhancements
    • Email Tracking
    Use:
    • Dynamics 365 App for Outlook
    Security
    Use:
    • OAuth (if available via custom setup)
    Prefer:
    • App Password over normal password
    Limitations with Gmail
    Compared to Exchange:
    •  Limited calendar sync
    •  No full native integration
    •  Some tracking limitations

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