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Install Dynamics 365 App for Outlook

Set the default synchronization method

From Dynamcs 365, go to Advanced Settings.

Go Settings > Administration and then select System Settings.

Select the Email tab, and set Process Email Using to Server-Side Synchronization.

Select the Email tab, and set Process Email Using to Server-Side Synchronization.

Enable mailboxes

In Advanced Settings. go Settings > Email Configuration and then select Mailboxes.

Select the mailboxes.

On the command bar, select APPROVE EMAIL and then select OK. On the command bar, select APPROVE EMAIL and then select OK.

Verify configuration

Double click on mailbox. If the set up is successful, the configuration Test Results section will change from Not Run to Success.

Provide security role access

In Advanced Settings. go Settings > Security and then select Users

Select the users from the list and then select Manage Roles. Select the Dynamics 365 App for Outlook User security role to the users and then select OK.


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