How to configure Mailbox and set Regarding with in Outlook?

These are the following requirements for enabling D365 for Outlook. 

  1. License that includes Outlook Email Exchange services 
  1. Mailbox configured in D365 CRM 

Steps

Below are the steps to approve the mailbox configuration of the Outlook add-in –

  1. 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!!


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