Overview: Email Integration

In the previous activity, we were given a brief introduction to some of the integrations available for Dynamics 365 and Power Platform with the Microsoft product family.

In this step, we will be given an overview of the benefits provided when integrating Dynamics 365 with our various email platforms.

We will also be shown how to enable & configure the Email in Unified Interface app, allowing users to create and send emails from directly within the Dynamics 365 unified interface.

Dynamics 365’s email integration enables anyone with appropriate permissions to see all relevant customer records.

To take advantage of the email integration and other messaging functions, organisations must use server-side synchronisation in order to store the conversations on the Common Data Service (CDS). This makes sure that the records are in sync between the email server and the Common Data Service, and is also a requirement for the following features or scenarios:

• Enabling the Dynamics 365 App for Outlook
• Enabling folder-level tracking of emails
• Hybrid scenarios, where organisations use on-premise Exchange servers
• Synchronisation of Appointments, Contacts, and Tasks
• Integration of third-party email services that use POP3/SMTP, such as GMail.com, Yahoo.com, and Zoho.com

These scenarios will all be expanded on in upcoming steps.