Send email from the CRM on behalf of my gmail account

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Is it possible to send emails from the CRM so it will pretend to send them from my gmail account, without actually setting it up and making adjustments in my google account such as "less secure up", app passwords etc..

I dont need to read the gmail emails in the CRM only send emails.

We are currently using zoho CRM, and there it is possible to send emails on behalf of my gmail account without any specific set up on the google account.

Another question - Is it possible to get an indication if the email was opened/read.

Thanks.

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Aric Levin - MVP 30,190 Moderator on at

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You can set up Server Side Synchronization with Gmail.

You can set only an Outgoing Profile, so that you don't have to worry about incoming emails.

Regarding the tracking of the email, this is a preview feature, and should be available probably in the next release of D365.

docs.microsoft.com/.../email-engagement

Hope this helps.

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Radu Chiribelea 6,667 on at

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Hi GIlp,

In order to send e-mails from your gmail account from CRM you would need to have following set-up in CRM:

- the internal email address of your system user record needs to be set to the gmail email address

- the email address needs to be approved

- specify the credentials to connect to the Gmail Mailbox in the CRM Mailbox

- you would need to configure Server Side Synchronization (SSS) or the Email Router for an SMTP email server.

- if you are using SSS you need to test & enable the mailbox

From what i am aware, i think you need to enable less secure app in GMail, however you can test & see if it works without.

Here you can find the config guide for SSS: technet.microsoft.com/.../mt622063.aspx

With regards to get an indication if the email was opened/read - you can check the new feature : Relationship Insights: docs.microsoft.com/.../relationship-insights-overview

Hope this helps

Radu

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gdas 50,091 Moderator on at

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GIlp,

Here is the step by step to configure your mailbox using GMAIL. Hope this helps .

community.dynamics.com/.../how-to-configure-dynamics-365-to-receive-emails-from-gmail-using-pop3

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digital marketing 45 on at

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yes there are tools and ways through which your email send on behalf of your account...if you read this article vocus.io/.../ you can get the whole picture of tracking emails and sending emails

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