So please make sure EWS is enabled in your mailbox. Once the email is connected successfully you will see the below settingsġ) Please make sure your mailbox has API access enabled.Ģ) If your IT team has restricted API access to your mailbox then you can use Exchange Web Services (EWS) to connect your mailbox. You can use your account's bcc email address to push required emails to the CRMĬlick Connect email to grant a set of access permissions to your web applications. The incoming emails received in the mailbox will not be synced automatically. If you don’t want the automatic sync of all incoming emails related to your contacts, you can opt 1-way sync. This is usually recommended as you can access the entire email thread in both your CRM and the primary mailbox.ġ-way sync: This option is useful when you want to limit the number of emails that are sent to the web application from the mailbox. Opt between 2-way sync and 1-way sync and then you will be directed to the Microsoft sign-in page.Ģ-way sync (This is the default option): Choosing this option to sync both Incoming and outgoing emails between the Mailbox and the CRM. This brings up the pop up where you can configure your email sync. This opens the Connect email section on the profile settings page. Go to Profile Settings and click Connect your email. This saves you from having to juggle between your mailbox and the product repeatedly. Connect your email and receive all mails related to your prospects directly into the web application.
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