Test email configuration of mailboxes set up through server-side synchronization
Applies To: Dynamics CRM 2015
After you associate mailboxes with an email server profile, you must test to make sure the email is correctly configured for the mailboxes, and then enable the mailboxes. The configuration test checks to make sure incoming and outgoing email messages are configured correctly and also to verify that appointments, contacts, and tasks are being correctly synchronized. When you run the test for outgoing email, a test email message is sent from the respective mailbox account to the email address of the mailbox. If an error occurs during the test, the mailbox owner or email server profile owner is notified about the nature of the error. More information: Monitor email processing errors
Test configuration of mailboxes
Go to Settings > Email Configuration.
Choose Email Configuration.
Choose Mailboxes.
Select the mailboxes you want to test, and then choose 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, Microsoft Dynamics CRM tries to process the email again after some time or disables the mailbox for email processing.
The result of the email configuration test is displayed in the Incoming Email Status, Outgoing Email Status, and Appointments, Contacts, and Tasks Status fields of a mailbox record. An alert is also generated when the configuration is successfully completed for a mailbox. This alert is shown to the mailbox owner.
Tip
If you’re unable to synchronize contacts, appointments, and tasks for a mailbox, you may want to select the Sync items with Exchange from this CRM org only, even if Exchange was set to sync with a different org check box. Read more about this check box.
Test email configuration for all mailboxes associated with an email server profile
Go to Settings > Email Configuration.
Choose Email Configuration > Email Server Profiles.
Open an email server profile record, and then in the Actions group, choose Test & Enable Mailboxes.
–OR–
Select an email server profile, and then choose Test & Enable Mailboxes.
When you test the email configuration, an asynchronous job runs in the background. It may take a few minutes for the test to be completed. Microsoft Dynamics CRM tests the email configuration of all the mailboxes associated with the email server 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 may want to select the Sync items with Exchange from this CRM org only, even if Exchange was set to sync with a different org check box. Read more about this check box.
See Also
Configure server-side synchronization
Create email server profiles and add mailboxes using server-side synchronization
Create forward mailboxes or edit mailboxes
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