Before I proceed with configuring mail
box and server profile, I would like to first talk about some of the important
configuration that is surely missed by any system administrator.
As a System Administrator, it is
advisable to first configure Global Email Configuration Settings which
would be applied to all users in Microsoft Dynamic CRM.
Navigate to Settings
>> Email Configuration >> Email Configuration Settings.
Configure default synchronization method, which would
be applied to all the mailboxes of newly created users and queues. It is possible to have different settings
based on our organization needs.
Point to Note: Only a Global
Administrator can approve an email of any user in Dynamic CRM and then only a user
would be able to send and receive email communication.
I prefer to Un-tick the option of Process emails only for approved users,
so that user who is system administrator in Dynamic CRM can also configure
mailbox and make user functional. No need to rely on Global Administrator to
approve individual emails all the time.
CRM by default append an Email Token in all email subjects which are sent out from Dynamic
CRM. Most business doesn’t like to have such token to be a part of email
subject or headline. In order to remove that, we need to Un-tick the use
correlation to track email conversation.
Go to Settings >> Email Configuration >> Mailboxes.
Open the mail box of the respective user which we
might be interested in providing email communication functionality.
First
-> Approve email (if not done in global setting)
Second
-> Test & Enable Mailboxes
When you click Test & Enable Mailbox,
CRM verifies that the mailbox is configured correctly.
To
test your users’ mailboxes or several mailboxes at the same time:
- Go
to Settings > Email Configuration > Mailboxes.
In
this view, you’ll see all the mailboxes your role allows you to access. You can
select multiple mailboxes and test and enable them together.
Errors
in configuring mailbox need to do more troubleshooting.
It’s
important to understand that the test and enable action doesn’t take place
immediately. If successful, it can take up to 15 minutes to complete.
First,
you can go to the mailbox itself. As displayed in the screen shot below, test
and enable results appear on the alert wall of the mailbox.
There could be error message on the alert wall, only
after looking at the respective error message we can do troubleshooting.
Regards,
Vipin
Jaiswal
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