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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Ability to sync with G...
Customer Insights - Journeys forum

Ability to sync with Gmail

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Posted on by Lynn Drees 160

Hello,

Has anyone had luck syncing email, tasks, contacts and appointments with Gmail and Dynamics 365?

Thanks for any thoughts or suggestions,

Lynn

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  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Ability to sync with Gmail

    Hi Lynn,

    Have your synced your email with Gmail successfully?

    Please feel free to contact me if you still have any question.

    Please mark as verified if the answer is helpful, it would be greatly appreciated.

    Regards,

    Clofly

  • Lynn Drees Profile Picture
    Lynn Drees 160 on at
    RE: Ability to sync with Gmail

    Thank you for the suggestion! I'm going to try it out.

    Thanks again,

    Lynn

  • Lynn Drees Profile Picture
    Lynn Drees 160 on at
    RE: Ability to sync with Gmail

    Thank you Vivek! I'm going to try this out. Thanks again for your help!

    Lynn

  • Lynn Drees Profile Picture
    Lynn Drees 160 on at
    RE: Ability to sync with Gmail

    Thank you for your help. We've figured out the email sync for the most part. We're really hoping the appointments, tasks, etc. would be able to sync as well for Gmail users. Maybe that will be on the roadmap some day...

    Lynn

  • Suggested answer
    Vivek_Singh Profile Picture
    Vivek_Singh 385 on at
    RE: Ability to sync with Gmail

    Hi Lynn,

    Thanks for reaching out!!

    Please check this document for more details. Hope this will help you to get the right direction.

    Regards,

    Vivek Singh

    If this answers your query then please mark it as verified!!!

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Ability to sync with Gmail

    Hi Lynn,

    Only email could be synced if you add Gmail as mail server in CRM. Find the supported records type here.

    I tested and got success with this tutorial. But I still met some troubles and I'm glad to share solutions and notes:

    1. In Gmail setting, the link that Allow less secure apps is wrong, please replace it with this corrected one:

    https://myaccount.google.com/lesssecureapps  

    2. My testing Gmail is personal account(xxx@gmail.com), the Outgoing port 465 in the article got failed in my test process(Google may has changed it),

    please replace it with port 587, I got this solution from official support.

    3. I only got totally sucess after I set both Incoming and Outcoming Emails to SSS(At beginning, I only enable Incoming option, Test&Enables worked and got success status, but I still failed to receive emails)

    4. Be aware that Appointmens,Contacts and Tasks should be set to None or D365 for Outlook.

    5. You will receive a success configuration email in your Gmail inbox(sender is your Gmail itself).

    3386.png

    Result for sync: 

    In my another email account:

    1638.png

    In CRM

    4452.png

    Finally,this post is helpful if you met any trouble in setting up process.

    Regards,

    Clofly

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