In this article we are going to provide steps to set up support queue and email integration in Dynamics CRM 2016. Let's say we want to set a support queue in CRM online where we can get support requests from our customer. We are going to use hybrid email integration here using CRM online and on premise exchange. So let's see what we need to implement our requirements:
- An exchange on-premise (Exchange Server 2010 SP3/2013/2016) service account credentials.
- Exchange server profile.
- A support email that we need to use in Queue.
So let’s first set up server profile; we are going to use server-side synchronization for this integration. To set up server profile navigate to Settings, then Email Configuration and click on Email Server Profiles. Click on NEW drop down and select Exchange Server (Hybrid) option.
Fill server profile name and fill exchange service account details like below and click on Save & Close:
Now let’s setup support queue; navigate to Settings-> Service Management and click on Queues. Enter queue name and fill support email address like below and hit SAVE button. As soon as queue record is created, CRM will create a corresponding mailbox record and fill the mailbox lookup in the queue record.
Now we need to configure mailbox to use the server profile that we created earlier and need to test mailbox. Navigate to
Settings, then
Email Integration and click on
Mailboxes. Double click on our
IT Support mailbox and select
HIMBAP Server Profile under server profile lookup and select server-side synchronization under incoming and outgoing email drop down like below:
Finally, click on Approve Email and then click on the Test & Enable Mailbox button under mailbox command bar. If everything is well, after some time we should get successful email configuration test alerts for both incoming and outgoing under Alerts in mailbox.
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