Dynamic CRM 2013 – POP3 Email Profile Setup

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Dynamic CRM 2013 – POP3 Email Profile Setup

Had the fun task of setting up POP profiles on CRM recently using GMAIL for relay. Process was more painful than I was hoping (And you can probably do it quicker.. But, not found that yet) – The fun part is applying the login credentials to each user.

1. Log into CRM
2. Settings
3. Email Configuration
4. Email Server Profiles
5. New ‘POP3-SMTP Profile’
6. Set the name, description, incoming server (imap.gmail.com) and outgoing server (smtp.gmail.com) locations
7. Authenticate using: Credentials Specified by a User or Queue
8. Expand ‘Advanced’
9. Incoming port: 9xx
10. Outgoing port: 4xx
11. Save profile

At this point a profile has been created and can now be applied. Here you can set this server profile to be the default server profile organisation wide.

1. Settings
2. Email Configuration
3. Email Configuration Settings
4. Process Email Using: Server Side Synchronisation
5. Server Profile: Name of profile you created above.
6. Incoming & Outgoing Profile: Server Side Synchronisation
7. Appointments (etc): None
8. Press ‘OK’

This profile is now the profile set in CRM which can be applied to users.

1. Settings
2. Email Configuration
3. Mailboxes
4. Selet ‘Active Mailboxes’ (View)
5. Select all the users you want to apply the profile to.
6. Select ‘Apply Default Email Settings’ (Ribbon)
7. UNCHECK ‘After the default settings are applied, test the configuration and then enable the mailboxes”. (I wish this actually did what I wanted it to do at this point)
8. Press OK/Save

Due to POP3 settings, the login details now need to be applied at a per-user level (If we were using exchange, you would keep the box checked and the process would fire normally)

1. Open one of the users in CRM
2. Check ‘Allow to Use Credentials for Email Processing’ (Set to Yes)
3. Fill out the username and password for the account you wish to connect with (As we’re using a gmail provider, it has to be a gmail account)
4. Save
5. Repeat process for every user.

At this point all there is left to do is set the profiles to run a test.

1. Select all the users you want to enable
2. Select ‘Test & Enable Mailboxes’ on the ribbon.

A million emails should go out now, proving it works.

NOTE: If you have a ‘Disabled Mailbox’ you need to test & enable the mailbox on the correct email profile – Took me far too long to figure this out.


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