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Microsoft Exchange Online

The previous step provided an overview of Dynamics 365 integration with email services, and in this step we will go into greater specifics around the

In the previous step, you were presented with an overview of email integration.

In this step, you will learn about Microsoft Exchange Online. Both Common Data Service (CDS) for Apps and Microsoft Exchange Online are online services and connecting them is a very straightforward configuration.

To use Exchange Online with CDS for Apps, you must have an Exchange Online subscription.

Important: CDS for Apps supports server-side synchronization with Exchange Online only in the same tenant. Connecting CDS with Exchange Online in a different tenant is not supported.

When you provision a CDS for Apps database, the default profile for the email connection to Exchange Online is automatically created. To verify this profile, navigate to Settings for the environment in Power Platform Admin centre then select Server Profiles in the Email section.

screenshot of Power platform with Server Profiles highlighted beneath the Emails category

The Microsoft Exchange Online profile should be in the list of the active profiles. If the Microsoft Exchange Online profile is missing, verify you have an Exchange Online subscription and that it exists in the same tenant as your CDS for Apps subscription.

Connecting to Microsoft Exchange Online using any other server types like Exchange Server (Hybrid) or POP3/SMTP Server is not supported.

Once Microsoft Exchange Online profile is verified, it can be used as a default profile for the new mailboxes added to the system. If there are multiple email profiles present in the system, select Microsoft Exchange Online profile in the list and select Set as Default

Advanced Settings

The server profile form for the Microsoft Exchange Online profile allows for some additional settings in the Advanced section.

Process Email From

This option directs the synchronisation process only to process emails after the specified date and time for all mailboxes associated with this profile. This is useful if organisation added CDS for Apps or Dynamics 365 Customer Engagement apps to their tenant after they have already been using Exchange Online, and you would like to track only some of the past emails in the context of the CDS apps.

Note that only past emails that are still in the user’s inbox will be processed. Leaving the field blank will process all emails located in the users’ inboxes.

Move Failed Emails to Undeliverable Folder

This option will create an Undeliverable folder in the users’ mailboxes and move emails that fail to be tracked in CDS to that folder. Note that enabling this option may move some received emails from the user’s inbox folder.

For example, if the attachment size exceeds the maximum attachment limit set in the CDS for Apps.

Remember to engage with peers – share an experience, ask a question or leave a comment. When you are ready, click on Mark as complete and we will move on to the next step which is Microsoft Exchange On-Premises.

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Dynamics 365: Implementing Power Platform Integrations

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