Exchange Online integration for your Office 365 and Dynamics 365 dev/test environment
Summary: Use this Test Lab Guide to enable Dynamics 365 integration for Exchange Online in your Office 365 trial subscription.
A valuable use of Microsoft Dynamics 365 is to store all customer communications in one place, so anyone with the appropriate permissions can see all relevant customer records. For example, view all email associated with a particular contact, account, opportunity, or case.
To store email and other messaging records in Dynamics 365, you need to synchronize your email system with Dynamics 365. Server-side synchronization is the method of choice for email synchronization.
Use this Test Lab Guide to configure and demonstrate how Exchange Online and the Outlook Online client can leverage the information stored in Dynamics 365.
Phase 1: Build out the Office 365 and Dynamics 365 dev/test environment
Use the instructions in Office 365 and Dynamics 365 dev/test environment to create either a lightweight or simulated enterprise version of an Office 365 and Dynamics 365 dev/test environment.
The configuration in this article does not require the simulated enterprise dev/test environment, which includes a simulated intranet connected to the Internet and directory synchronization for a Windows Server Active Directory (AD) forest. It is provided here as an option so that you can experiment with Office 365 and Dynamics 365 in an environment that represents a typical organization
Phase 2: Configure and demonstrate Dynamics 365 integration in Exchange Online
Use these steps to configure the global administrator's mailbox for Dynamics 365 and Exchange Online integration:
Using a private session of your browser, go to http://portal.office.com and sign in using your Office 365 global administrator account.
On the Microsoft Office Home page, click the Mail tile.
On the new Mail tab in your browser, click New and notice how the bottom corner of the pane below the box for typing a message contains an icon for My Templates.
Click Discard and leave the Mail tab open.
Click the Microsoft Office Home tab in your browser, and then click the Admin tile.
In the left navigation of the Office Admin center tab, click Admin centers > Dynamics 365.
On the new Dynamics 365 tab in your browser, in the list of Dynamics 365 instances, click Open.
On the new Administration tab in your browser, on the navigation bar, click the down arrow next to Settings, and then click Email Configuration under System.
On the Email Configuration page, click Email Configuration Settings.
In the Email tab on the System Settings dialog box, change Appointments, Contacts, and Tasks to Server-Side Synchronization, and then click OK.
On the Email Configuration page, click Mailboxes.
Select the Office 365 global administrator name in the left check mark column, click Apply Default Email Settings in the tool bar, and then click OK.
Click Approve Email in the tool bar, and then click OK.
Select the Office 365 global administrator name in the left check mark column, click Test & Enable Mailboxes in the tool bar, and then click OK.
Click the open Mail tab and confirm that the global administrator received a test message.
Return to the Mailboxes My Active Mailboxes tab in your browser and refresh the page. The Incoming Email Status and Outgoing Email Status columns should be set to Success for the global administrator account name. Note that it can take up to 15 minutes to complete both tests.
Use these steps to install the Dynamics 365 App for Outlook and demonstrate Dynamics 365 features within the global administrator's mailbox:
On the Mailboxes My Active Mailboxes tab in your browser, click the down arrow next to Settings, and then click Dynamics 365 App for Outlook under System.
On the Getting Started with Microsoft Dynamics 365 App for Outlook page, click the global administrator name, and then click Add App to Outlook. The Status column changes to Pending.
Refresh the page until the status changes to Added to Outlook. Note that it can take up to 15 minutes to complete this configuration.
Click on the Mail tab in your browser and then close it.
Click the Microsoft Office Home tab in your browser, and then click the Mail tile.
On the new Mail tab in your browser, click New. Notice that the bottom corner of the pane below the box for typing a message now contains an icon for Dynamics 365.
Click the Dynamics 365 icon. You should see a Dynamics 365 pane, from which you can track this email or access templates, sales literature, or articles.
In the To field of the email message, type email@example.com, and then click Retry in the Dynamics 365 pane. You should see a Recipients section in the Dynamics 365 pane with information on Alex Wu, a contact from the sales application that was provided with the sample data for your trial subscription.
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