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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamic 365 email noti...
Microsoft Dynamics CRM (Archived)

Dynamic 365 email notification

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Posted on by Community Member Microsoft Employee

Hi,

Am fairly new to the CRM environment, am trying out the email notification workflow when a case is submitted via the Dynamic 365 portal. 

when a case is submitted no owner is assigned and by default system becomes the owner of the case created, now, I want to send an email notification to the user of the portal and to the others (via a shared email group) notifying about the new case. 

How do I do this? we basically use outlook for out internal mail communication. hence I tried to setup pop3/smtp server in the Dynamic 365. but am getting an error saying that the server location is not supported. I tried setting the pop/smtp with my personal Gmail and it worked a charm. can you please let me know how do I configure the outlook email for this purpose. 

Thanks, I would greatly appreciate your response 

sakthivel

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic 365 email notification

    thanks Manoj.

  • manojd Profile Picture
    manojd 1,397 on at
    RE: Dynamic 365 email notification

    @Syed,

    He wants to send the email notification from workflow & for that he need either server-side sync or email router so that mailboxes can be approved and activated on Dynamics 365 CRM

    Dynamics 365 App for outlook will not help him achieve this functionality

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Dynamic 365 email notification

    Please try to Use dynamics 365 App for outlook. email router will be depreciated soon. Follow the below link to setup

    technet.microsoft.com/.../dn946901(crm.6).aspx

  • Verified answer
    manojd Profile Picture
    manojd 1,397 on at
    RE: Dynamic 365 email notification

    Hi,

    Kindly follow the URL mentioned below to find out the supported email exchange servers with Dynamics 365 CRM module

    technet.microsoft.com/.../dn531050.aspx

    if you are using any other email exchange server apart from the mentioned in above URL then you can't use server side sync option & will have to opt for an Email Router option

    technet.microsoft.com/.../dn832088.aspx

    Note: Email Router is deprecated & Microsoft will stop the support of this method soon

    Hope it helps & suggest you mark this as answered if your issue is sorted

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Dynamic 365 email notification

    What kind of email server do you have in your local office? Is it configured for POP/SMTP or is this a different server configured for other protocol such as IMAP?

    Please check.

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