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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Setting up email configuration

Emails can be used in Dynamics 365 CE to interact with customers. To send and receive emails in Dynamics 365 CE, we need to set up email integration. We have the option to use Outlook, server-side synchronization, or an external email tool for email integration. In our case, we are going to use server-side synchronization for email integration. To configure email integration for our organization, we can navigate to Settings | Email Configuration. We need to configure the following settings under Email Configuration.

Email Server Profile

Email server profiles are used to connect to Exchange Server. In Dynamics 365 CE, we can set up the following three types of email server profiles:

  1. Exchange...
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