Dynamics CRM and Exchange Server

(0) Share

Report

Posted on by TangoMC

We currently have Dynamics through Office 365. We have our email external at intermedia.net.
I need to have my email config go through my intermedia accounts not through the Microsoft Exchange online option. Any help is greatly appreciated.

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

weston 110 on at

Like (0)

Report

I believe you would have to go to the Email Configuration tab under settings and create a new server profile for your intermedia account then set your users to that profile.

Was this reply helpful? Yes No
TangoMC 70 on at

Like (0)

Report

Here is the new profile page. I Just can't figure where to put in the https address for the exchange portal. appreciate the help.

Was this reply helpful? Yes No
TangoMC 70 on at

Like (0)

Report

Would not let me past the page in. But I have nothing for a reference to the https page incoming or outgoing smtp server

Was this reply helpful? Yes No
Suggested answer

Kamakshi Parate on at

Like (0)

Report

Hello Ken,

There are 3 types of method to send and receive email.

1. CRM for outlook client.

2. Email router.

3. Server side sync.

Now, based on the previous comments, I am assuming you are trying to Configure server-side synchronization for sending and receiving email.

Follow these steps to configure server-side synchronization:

1.Create an email server profile :- https://technet.microsoft.com/en-us/library/b4a7e72b-df4f-42d8-a91d-c69cc52ff138#BKMK_CreateProfile

2.Add mailboxes to an email server profile :- https://technet.microsoft.com/en-us/library/b4a7e72b-df4f-42d8-a91d-c69cc52ff138#BKMK_AddMailbox

3.Set the delivery method for incoming and outgoing email :- https://technet.microsoft.com/en-us/library/dn832108.aspx

4.Test email configuration of mailboxes set up through server-side synchronization :- https://technet.microsoft.com/en-us/library/dn832132.aspx

Hope this helps.

Regards,

Kamakshi

Microsoft Dynamics™ CRM Support Engineer

Was this reply helpful? Yes No
TangoMC 70 on at

Like (0)

Report

I get into the profile creation but I have no fields for incoming server or outgoing server location. There is also no autodiscover location box. It is very strange. I am an admin on the CRM.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hello Kamakshi,

We were told recently by a support person that Intermedia Exchange Server integration with Dynamics CRM could only be accomplished via Email Router option. Sincerely appreciate if you can confirm that the step you listed above are in fact sufficient as we prefer to take the Server Side Synch route as well.

Kind Regards

Srini Kasturi

Was this reply helpful? Yes No