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Week 1 Summary
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In this module, we began learning about the integrations of the Power Platform and Dynamics 365 apps have with other parts of the Microsoft product family by doing a deep dive into email integration. The integrations with email and Office tools are all about allowing users to do their work from where they want and either bringing the CDS data to them or the tools into the model-driven apps giving them the choice of where they want to work. We first looked at the options for integrating with Exchange Online and Exchange On-Prem. Microsoft Exchange Online, with both common data service for apps and Microsoft Exchange online, connecting them is a straightforward process.
We learned about how to make this connection and discussed a few advanced options. With Microsoft Exchange On-Prem, we discussed the prerequisites that must be met before connecting your apps with Microsoft Exchange On-Premise. We then discussed the steps to create a server profile. And from here, our hands-on activity was starting out by setting up our environment that we’re going to use throughout this course. We then discussed a few other email options, such as other email servers, mailbox management, mail processing, and folder tracking.
So with mailbox management, we learned that mailboxes and common data service for apps are used to connect user and queue records with their respective mailboxes on the email server for the purpose of tracking activities such as emails or appointments. We learned how to configure default settings for newly created mailboxes, how to approve emails, and how to test our configuration. For folder tracking, we learned automatic email tracking and how it allows us to track all the emails in pre-configured folders. We also looked at how to set up the rules for folder tracking, what requirements must be available and enabled for folder tracking, and about the limitations. For here, our hands-on activity enabled email sync to continue our work.
Finally, we looked at the ever-important integration with Outlook. Here, we learned how to enable, configure, and customise the Outlook app. When we were enabling the app, we learned about the necessary steps that we need to take for users to be able to use the Dynamic 365 app for Outlook with your environment. We also took a look at the requirements to use the app and the required security privileges for users. We customised the dynamic 365 app for Outlook. We configured it to run in the context of Microsoft Outlook, including with web access. In our hands-on lab, we practised our Outlook integration by reviewing security roles, enabling, and customising the app.
This week, we covered the integration possibilities for email enabled by Dynamics 365.
The aim of these integrations is to enable interaction with Dynamics 365 and the Common Data Service within the context that you are already in when the need arises. This is a theme that you will see continuing on in next week’s content.
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How do your teams currently handle standardisation of messages & reports? How have you created workarounds for environments that don’t enable direct integration?Should you experience difficulties in accessing or engaging with this course, why not ask your peers if they can assist? For any issues that need special attention such as technical issues with Azure or specific queries about the CloudSwyft Hands-On Labs, please email our team at support@cloudswyft.com.Use the discussion section below and let us know your thoughts. Once you’re happy with your contribution, click the Mark as complete button to check the step off, then you can move to the next step.
This article is from the online course:
Dynamics 365: Implementing Power Platform Integrations
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Dynamics 365: Implementing Power Platform Integrations
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