Configuring Email Profile for Microsoft Dynamics 365 / CRM

Microsoft Dynamics 365 Technical Article

Article sections

    Summary: An article describing the steps required to change the email profile settings for a Microsoft Dynamics 365 / Dynamics CRM User.
    Article Type: Troubleshooting / Support
    Related Product(s): This article relates to the following products:

    • Microsoft Dynamics CRM
    • Microsoft Dynamics 365
    Related Articles:

    This article describes the steps required to change the email profile settings for a Microsoft Dynamics 365 / Dynamics CRM user.  This document is relevant if the Email Router is installed.  If the Email Router is not installed then the default settings should be kept.

    Changing the Email profile for a user

    1. Log in to Microsoft Dynamics 365 as a user with System Administrator rights.

    2. Navigate to Settings → Administration → Users

    Navigate to Settings, Administration, Users in Microsoft Dynamics CRM

    Navigate to Settings, Administration, Users

    3. Select the desired user.

    4. Scroll down to the E-mail Access Configuration section.

    Scroll Down to the Email Access Configuration Section in your Microsoft Dynamics CRM

    Scroll Down to the Email Access Configuration Section in your Microsoft Dynamics CRM

    5. Change the E-mail access type (Incoming/Outgoing) to the appropriate setting.

    Note:  If you are unsure what setting to select, please contact your System Administrator

    Below are the available options:

    NONE Emails will not sync with CRM
    Microsoft Dynamics CRM for Outlook Emails will only sync when Outlook is open.
    E-mail Router Email Router will sync emails
    Forward Mailbox Emails will be forwarded to a single mailbox.  Email Router will monitor this single mailbox.

    6. Save the record.

    Changing User Settings in Bulk

    It is possible to change this setting for up to 250 users at the same time. To achieve this, it will be necessary to create an On-demand workflow.

    For more information on creating workflows or installing the Email Router contact us below.

    [contact-form to=’support@qgate.co.uk’ subject=’Contact Form completed in KB WordPress Article’][contact-field label=’Name’ type=’name’ required=’1’/][contact-field label=’Email’ type=’email’ required=’1’/][contact-field label=’Contact QGate’ type=’textarea’ required=’1’/][/contact-form]

    Related Information:
    in MicrosoftMicrosoft Dynamics CRMSupportTroubleshooting
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