send email from CRM

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Posted on by sdnd2000

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Hi, I can not send email or appointment through CRM, I guess I need configure the email settings as below,

I need change incoming, outgoing and appointment to server synchronization, right? for the server profile, it can not find my outlook exchange server, how can I add it?

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Abed Haniyah 4,285 on at

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RE: send email from CRM

First, you need to add a new mail server profile, refer to :

Set up server-side synchronization of email, appointments, contacts, and tasks
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Priyesh 7,396 User Group Leader on at

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RE: send email from CRM

Hi,

There are a few considerations before you proceed. Start from:

1. Does the user have an Exchange email created?

2. If yes, have you Approved Email using O365 Global Administrator?

3. Test & Enable the mailbox and wait for the Async job to run the test results.

4. Were the Tests successful for the mailboxes? Check the Exchange mailbox for the test email created during this process.

Kindly confirm if all of the above steps are in place.

Kindly mark my answer as verified if this helped you resolve your query.
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prt33k 6,907 on at

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RE: send email from CRM

You need to create new mail server profile:

Thanks,

Prateek