How to configure mail box dynmanic 365

Configuring a mailbox in Microsoft Dynamics 365 involves setting up the email settings and integrating it with your Dynamics 365 instance. Here's a step-by-step guide to help you configure a mailbox in Dynamics 365:

Prerequisites:

  1. You have a Dynamics 365 instance with the Email Router component installed.
  2. You have a mailbox set up in your email client (e.g., Outlook, Gmail, etc.).
  3. You have the necessary permissions to configure email settings in Dynamics 365.

Step 1: Create a new mailbox

  1. Log in to your Dynamics 365 instance as a system administrator.
  2. Go to Settings > Email > Mailboxes.
  3. Click on New to create a new mailbox.
  4. Enter the required information, such as:
    • Mailbox name: A unique name for the mailbox.
    • Email address: The email address associated with the mailbox.
    • Description: A brief description of the mailbox.
  5. Click Save to create the mailbox.

Step 2: Configure email settings

  1. Go to Settings > Email > Email Settings.
  2. Click on Email Server and select the email server type (e.g., Exchange, Gmail, etc.).
  3. Enter the required email server settings, such as:
    • Server name: The name of the email server.
    • Port: The port number used for email communication.
    • Username: The username used to authenticate with the email server.
    • Password: The password used to authenticate with the email server.
  4. Click Save to save the email settings.

Step 3: Configure the email router

  1. Go to Settings > Email > Email Router.
  2. Click on New to create a new email router.
  3. Enter the required information, such as:
    • Router name: A unique name for the email router.
    • Mailbox: Select the mailbox you created in Step 1.
    • Email server: Select the email server you configured in Step 2.
  4. Click Save to create the email router.

Step 4: Configure email processing rules

  1. Go to Settings > Email > Email Processing Rules.
  2. Click on New to create a new email processing rule.
  3. Enter the required information, such as:
    • Rule name: A unique name for the rule.
    • Condition: The condition that triggers the rule (e.g., specific keywords, sender, etc.).
    • Action: The action to take when the condition is met (e.g., forward, delete, etc.).
  4. Click Save to create the email processing rule.

Step 5: Test the mailbox

  1. Send an email to the mailbox you created.
  2. Verify that the email is received and processed correctly in Dynamics 365.

That's it! You have now configured a mailbox in Dynamics 365. If you encounter any issues or have further questions, feel free to ask.