CRM Advise–Advisor Mailbox Setup

This article explains how to set up your CRM Advise mailbox to send email using your MTU Gmail account.

Setting Up Your Mailbox in CRM Advise

Link your Gmail to CRM Advise

1. Open Experience.
2. In the Advisors card, right-click on CRM Advise and choose Open link in incognito window.
3. Sign in to Other organization.
4. Open CRM Advise Unified View.
   
5. Open Settings by clicking on the gear icon.
   
6. Choose Personalization Settings.
7. Open the Email tab.
8. Select View your Mailbox.
   
9. Synchronization Method: verify that the Server Profile displays "Gmail Oauth New."
   
10. Select the Sign In To Gmail button.
    
11. A Sign in with Google window will appear.
    
12. Press F12 on your keyboard to open the browser Developer Tools window. If the DevTools window does not open, ensure the keyboard function lock is set for the standard F1-F12 and then press F12 again.
13. Select the Network tab.
14. With the DevTools window open, complete the Sign in process.
15. Enter your email address and select Next.
    
16. A Google Workspace window will open; enter your MTU account name and password.
17. A message will appear that says, "Advise wants to access your Google Account"; select Allow.
    
18. A Microsoft Dynamics 365 Error message will appear.
    
19. In Developer Tools > Network tab, locate the request name that begins with “dlg_” and click on it to select it.
    
20. Select (triple-click) and Copy (Ctrl+C) the entire Request URL.
    
21. Paste (Ctrl+V) the URL into Word or Notepad.
    1. Your cursor should be flashing at the end of the URL.
       
    2. If it has a hard return at the end, backspace to delete the hard return.
       
22. In the URL, highlight "&iss=https://accounts.google.com" and press Delete.
    
23. It will look like this. Select (triple-click) and Copy (Ctrl+V) the new URL.
    
24. Open a new tab in the same Incognito session, paste (Ctrl+V) the URL into the address box, and press Enter.
25. You should get the following message: "Gmail Authentication Authentication complete."
    
26. The connection between CRM Advise and Gmail has been successfully created. You can now close Word/Notepad.
27. In the CRM Advise incognito session, open the Mailbox Information window again.
    
28. Select Test & Enable Mailbox.
    
29. A message will appear explaining that a confirmation email will be sent; select OK to continue.
    
     
30. You should get a confirmation email.
    
31. You may now close out of the incognito windows and session. You can now send and manage emails in CRM Advise.
    

If you need additional help, please email IT or call 906-487-1111.