How to configure Mailbox and set Regarding with in Outlook?
These are the following requirements for enabling D365 for Outlook.
- License that includes Outlook Email Exchange services
- Mailbox configured in D365 CRM
Steps
Below are the steps to approve the mailbox configuration of the Outlook add-in –
- Go to Advanced Settings -> Email Configuration
2. Select Mailboxes
3. Select the User you want to configure mailbox
Note: Global Admin is required for Mailbox Approval. Once done proceed to next step
4. After clicking on OK, click on Test & Enable Mailbox
5. You will see success status as below
6. After the status changes to success, go to Outlook -> File -> Manage Add-ins
7. n Add-Ins for Outlook, search for Dynamics 365 and add it
That’s it.
Now you have D365 Addon for Outlook enabled.
Hope this helps!!