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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Configuring email integration

Email is still the most used method of business communication. As such, it is a core component of the Dynamics 365 platform. Dynamics 365 integrates with Office 365 to leverage email functionality.

Integrating email functionality into Dynamics 365 is a simple matter of configuration. We find the email configuration area under Advanced Settings | System | Email Configuration. The configuration screen looks like what you see in the following screenshot:

This section of the Settings area allows us to configure the type of email integration used and to manage the various integration points and methods.

The Email Configuration Settings section allows us to configure global settings for email. This leads us back to the System Settings area. Here, we can select an email processing option, whether it's server-side synchronization or via the old email router option. In addition, we can select the default server profile to be used, as well as the email handling...

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