![]() Those wanting to customize the app must ensure the out-of-the-box site map is not changed. After users have been added, the Dynamics 365 app will appear in user’s Outlook Customizations for App after approximately 10-20 minutes. To ensure proper security around the synchronization, each user must be added to the app by either selecting users from the eligible user list or manually adding each individual user. It’s important to avoid using the ‘all email message’ settings as the action can overwhelm the system. Email messages from D365 leads, contacts, and accounts.Email messages in response to D365 email.This is done by selecting personal options > email > automatically create records in D365 and leaving the option unchecked.Įmail tracking between the two systems is possible via the following options: Remember to regularly audit and refresh the tool’s settings to ensure no dirty data is synced. The XRM toolbox features a ‘User Setting Utility’ tool that allows admins to set personal options to be applied to all users which saves time when adding multiple users. Users can change the path of the data flow using the arrows. To select the direction of the data sync for each entry, go to sync fields > entity type > sync direction. Outlook rules currently allow for the transfer of up to 25 folders. ![]() Additionally, users can create Outlook folders and apply certain rules to specify which emails are migrated into Dynamics 365. User or System filters can be utilized for each of these tables to see which information is waiting to be transferred. Once set up and configuration is complete, information from Exchange and Dynamics 365, including email messages, contacts, appointments, and tasks, are synced. An Office 365, Exchange, or Global admin must then approve the new mailbox. Mailboxes that don’t have a licensed user will need to obtain a license and create a user profile, or build a queue that processes the email which bypasses the forwarding mailbox and creates an email. Some adjustments may be needed if automatic discovery does not happen.įor emails to be sent and received in Dynamics, the account can only be attached to one user as opposed to a distribution list, shared mailbox, or forwarding account. ![]() The user’s Exchange Online account should be automatically discovered by Dynamics 365 depending on their settings. Synchronizing these two systems allows users to view all data, appointments, contact information, meetings, and tasks directly within Dynamics 365.īelow, we’ll review how to set up this integration as well as how one company used the connection to simplify the registration process around a major event.īefore syncing these two systems, users must have Exchange Online setup while the sync can work with POP3 and Gmail, it will be limited in functionality. This helps to increase productivity, collaboration, and efficiency as users can view all customer data without switching platforms.Īn example that illustrates the power behind these types of integrations is the Exchange Online and Dynamics 365 App for Outlook integration. As a result, users have a centralized hub where they can view and manage all relevant customer information and records. The solution easily connects to other Microsoft solutions such as Outlook, Office 365, Power BI, and so much more. ![]() One of the many reasons businesses are attracted to Dynamics 365 as a CRM system is because of its easy integration. ![]()
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