Point 2 agent mailboxes
You want to know how to set up two agent mailboxes in Microsoft Dynamics 365. Here's a step-by-step guide:
Prerequisites:
- You have a Dynamics 365 instance with the CRM module installed.
- You have the necessary permissions to create and manage mailboxes.
Step 1: Create a new mailbox
- Go to Settings > Administration > System Settings.
- Click on the "Mailboxes" tab.
- Click on the "New" button to create a new mailbox.
- Fill in the required information, such as the mailbox name, email address, and description.
- Click "Save" to create the new mailbox.
Step 2: Create a second mailbox
- Repeat the same steps as above to create a second mailbox.
Step 3: Assign agents to mailboxes
- Go to Settings > Administration > Users.
- Find the agent you want to assign to the first mailbox and click on their name.
- Click on the "Mailbox" tab and select the first mailbox from the dropdown list.
- Repeat the same steps for the second agent and assign them to the second mailbox.
Step 4: Configure mailbox settings
- Go to Settings > Administration > System Settings.
- Click on the "Mailboxes" tab.
- Click on the "Edit" button next to the first mailbox.
- In the "Mailbox Settings" window, you can configure settings such as the mailbox's email address, reply-to email address, and more.
- Repeat the same steps for the second mailbox.
Step 5: Test the mailboxes
- Send an email to the first mailbox's email address.
- Verify that the email is received by the first agent.
- Repeat the same steps for the second mailbox.
That's it! You should now have two agent mailboxes set up in Dynamics 365.