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[This article is pre-release documentation and is subject to change.]
Follow these steps to connect customer engagement apps (such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, Dynamics 365 Field Service, and Dynamics 365 Project Service Automation) with IMAP or POP email servers, such as those used for Gmail and Yahoo! Mail.
Note
In the Power Platform admin center, select an environment.
Note
If you're using the web app, go to Create an email server profile using the legacy web app.
On the command bar, select Settings > Email > Server profiles.
On the command bar, select New server profile.
For Email Server Type, select Other (IMAP/POP,SMTP), and then specify a meaningful Name for the profile.
If you want to use this server profile as the default profile for new mailboxes, turn on Set as default profile for new mailboxes.
For Authentication Type, select Credential Specified by user or queue. When you select this option, the credentials specified in the mailbox record of a user or queue are used for sending or receiving email for the respective user or queue.
Note
To ensure that the credentials are secured, SQL encryption is used to encrypt the credentials stored in the mailbox.
Expand Locations and ports, and enter the following:
Expand the Advanced section, and use the tooltips to choose your email processing options.
When you're done, select Save.
In the upper-right corner, select Settings , and then select Advanced settings.
Select Settings > Email Configuration > Email Server Profiles.
Select New > IMAP/SMTP Server.
For an Exchange email server profile, specify the following details:
Fields | Description |
---|---|
General | |
Name | Specify a meaningful name for the profile. |
Description | Enter a short description about the objective of the email server profile. |
Incoming Server Location and Outgoing Server Location | Enter the Incoming Server Location and Outgoing Server Location For example, Incoming: imap.mail.yahoo.com and Outgoing: smtp.mail.yahoo.com |
Credentials | |
Authenticate Using | Select a method to authenticate while connecting to the specified email server.
|
User Name | Enter the username used to connect to the email server for sending or receiving email for the mailboxes of all users and queues associated with this profile. This field is enabled and valid only if Authenticate Using is set to Credentials Specified in Email Server Profile. The username that you specify must have permission to send and receive email from the mailboxes of users and queues associated with this profile. Note: If you're using HTTP for customer engagement apps, the User Name and Password fields will be disabled. To enable the option, change the value of the deployment property AllowCredentialsEntryViaNonSecureChannels to 1. |
Password | Specify the password of the user that will be used together with the username to connect to the email server for sending or receiving email for the mailboxes of users and queues associated with this profile. The password is stored securely. Note: If you're using HTTP for customer engagement apps, the User Name and Password fields will be disabled. To enable the option, change the value of the deployment property AllowCredentialsEntryViaNonSecureChannels to 1. |
Use same settings for Outgoing | If you want to use the same credential settings for the incoming and outgoing connections, choose Yes. |
Advanced | |
Incoming Port | This field shows the port on the email server for accessing the incoming email. This field is automatically populated when you save the record. |
Outgoing Port | This field shows the port on the email server for accessing the outgoing email. This field is automatically populated when you save the record. |
Use SSL for Incoming Connection | Choose Yes if the email channel is on a secure channel and TLS/SSL must be used for receiving email. |
Use SSL for Outgoing Connection | Choose Yes if the email channel is on a secure channel and TLS/SSL must be used for sending email. |
Incoming Authentication Protocol and Outgoing Authentication Protocol | Select a protocol that will be used for authentication for incoming and outgoing email. |
Additional Settings | |
Process Email From | Select a date and time. Email received after the date and time will be processed by server-side synchronization for all mailboxes associated with this profile. If you set a value earlier than the current date, the change will be applied to all newly associated mailboxes, and their emails that were processed earlier will be pulled. |
Minimum Polling Intervals in Minutes | Enter the minimum polling interval, in minutes, for mailboxes that are associated with this email server profile. The polling interval determines how often server-side synchronization polls your mailboxes for new email messages. |
Maximum Concurrent Connections | Enter the maximum number of simultaneous connections that can be made to the corresponding email server, per mailbox. Increase the value to allow more parallel calls to Exchange to improve performance, or reduce the value if there are errors on Exchange due to a large number of calls from customer engagement apps. The default value of this field is 10. The maximum number is considered per mailbox or per email server profile, depending on whether the credentials are specified in a mailbox or email server profile. |
Select Save.
Set server-side synchronization to be the default configuration method.
Do one of the following:
Select Settings > Email > Email settings.
Set the processing and synchronization fields as follows:
Server Profile: The profile you created in the preceding section.
Incoming Email: Server-Side Synchronization or Email Router
Outgoing Email: Server-Side Synchronization or Email Router
Appointments, Contacts, and Tasks: Server-Side Synchronization or Email Router
Note
The Server-Side Synchronization or Email Router setting for appointments, contacts, and tasks isn't supported for the IMAP profile.
If you leave Email processing for unapproved user and queues at the default values (selected), you'll need to approve emails and queues for user mailboxes as directed in Approve email, later in this topic.
Select OK.
To set mailboxes to use the default profile, you must first set the server profile and the delivery method for email, appointments, contacts, and tasks.
In addition to administrator permissions, you must have Read and Write privileges on the Mailbox table to set the delivery method for the mailbox.
Choose one of the following methods: set mailboxes to the default profile, or edit mailboxes to set profile and delivery methods.
To set mailboxes to the default profile
Do one of the following:
Select Settings > Email > Mailboxes.
Select Active Mailboxes.
Select all the mailboxes that you want to associate with the IMAP profile you created, select Apply Default Email Settings, verify the settings, and then select OK.
By default, the mailbox configuration is tested and the mailboxes are enabled when you select OK.
To edit mailboxes to set the profile and delivery methods
Do one of the following:
Select Settings > Email > Mailboxes.
Select Active Mailboxes.
Select the mailboxes that you want to configure, and then select Edit.
In the Change Multiple Records form, under Synchronization Method, set Server Profile to the IMAP profile you created earlier.
Set Incoming and Outgoing Email to Server-Side Synchronization or Email Router.
Set Appointments, Contacts, and Tasks to None.
Select Change.
You need to approve each user mailbox or queue before that mailbox can process email. More information: Approve email
Do one of the following:
Select Settings > Email > Mailboxes.
Select Active Mailboxes.
Select the mailboxes that you want to approve, and then select More Commands (…) > Approve Email.
Select OK.
Do one of the following:
Select Settings > Email > Mailboxes.
Select Active Mailboxes.
Select the mailboxes you want to test, and then select Test & Enable Mailboxes.
This tests the incoming and outgoing email configuration of the selected mailboxes and enables them for email processing. If an error occurs in a mailbox, an alert is shown on the Alerts wall of the mailbox and the profile owner. Depending on the nature of the error, server-side synchronization will try to process the email again after some time or disable the mailbox for email processing.
The result of the email configuration test is displayed in the Incoming Email Status and Outgoing Email Status of a mailbox row. An alert is also generated when the configuration is successfully completed for a mailbox. This alert is shown to the mailbox owner.
You can find information about recurring issues and other troubleshooting information in the following topics:
Do one of the following:
Select Settings > Email > Server profiles.
Select the profile you created, and then select Test & Enable Mailboxes.
When you test the email configuration, an asynchronous job runs in the background. It might take a few minutes for the test to be completed. Customer engagement apps test the email configuration of all the mailboxes associated with the IMAP profile. For the mailboxes configured with server-side synchronization for synchronizing appointments, tasks, and contacts, it also checks to make sure they're configured properly.
Tip
If you're unable to synchronize contacts, appointments, and tasks for a mailbox, you might want to select the Sync items with Exchange from this org only, even if Exchange was set to sync with a different org checkbox. More information: When would I want to use this check box?
The following ports are open for outbound connections between Power Apps and internet services:
Customizations or email configurations in Power Apps can only use these ports.
Troubleshooting and monitoring server-side synchronization
Test mail flow with the Remote Connectivity Analyzer
Set up server-side synchronization
Events
Powerful Devs Conference and Hack Together
Feb 12, 11 PM - Feb 28, 11 PM
Join the online conference and 2-week hackathon to explore building powerful solutions with Power Platform.
Register now