How to Integrate Dynamics 365 with Gmail: 1-Min Guide

How to Integrate Dynamics 365 with Gmail

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate your Dynamics 365 account with Gmail.

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To integrate Dynamics 365 with Gmail you need to create a server profile for Gmail. Here’s how to do it:

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Access your Dynamics 365 and open your settings by clicking the gear icon.
Once done, click 'Advanced Settings'.
Select 'Email Configuration'.
Under 'Email Configuration', select 'Email server profile'.
Then, click '+New server profile'.
Click on the drop down arrow to select an email server type.
Select 'Gmail' to set up a server profile.
To create a connection, configure the details between your email provider and Dynamics 365.
Click 'Saved' to complete the integration process.

📌 Why this matters

Integrating Gmail with Dynamics 365 lets you manage customer communications directly within your CRM, eliminating the need to switch between applications. You can track email conversations alongside customer records, ensuring your sales team has complete context for every interaction.

This integration also automatically syncs contact information and creates activity records, which means your email communications become part of your customer's journey data. When your entire team can see email history tied to specific accounts, it transforms scattered conversations into valuable business intelligence.

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