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Utilizing Microsoft Graph instead of Exchange email because Exchange email is go

mallesh varma Profile Picture mallesh varma 190
Send email with Microsoft Graph :
For customers who use Office 365, Microsoft Graph is the recommended email provider for Dynamics 365 Finance and Operations apps. This email provider replaces the deprecated Exchange email provider.
To set up the Microsoft Graph integration, the following permissions are required:
  • You must be a system administrator in the application to link the Dynamics 365 Finance and Operations environment to Microsoft Graph.
  • You must be an administrator for your Azure Active Directory (Azure AD) account. If you are not the administrator, an administrative user must perform the initial configuration for you.
Microsoft Graph Overview
Microsoft Graph is a unified API endpoint provided by Microsoft to access data and intelligence across Microsoft 365 services. It allows developers to build applications that interact with various services, such as Outlook, OneDrive, Teams, and more, using a single API.
Key Features of Microsoft Graph
Key Features of Microsoft Graph
  • Unified Access:
Microsoft Graph provides a single API endpoint (https://graph.microsoft.com) to access data from multiple Microsoft services like Office 365, Azure Active Directory (Azure AD), OneDrive, SharePoint, and more.
  • Deep Integration:
It enables deep integration with Microsoft 365, allowing applications to access and interact with user data, organizational data, and insights derived from Microsoft services.
  • Real-Time Data:
Microsoft Graph offers access to real-time data, enabling applications to respond to changes in user data as they happen, such as new emails, calendar events, or updated files.
  • Rich Data Insights:
Beyond accessing raw data, Microsoft Graph provides powerful insights, like organizational hierarchy, communication patterns, and collaboration trends.
  • Security and Compliance:
As part of Microsoft 365, Microsoft Graph is built with enterprise-grade security and compliance standards. It uses Azure AD for authentication and authorization, ensuring that data access is secure.
Benefits of Using Microsoft Graph:
  • Enhanced Security: Microsoft Graph uses modern authentication protocols like OAuth 2.0, providing secure access to Microsoft 365 services.
  • Future-Proof: As Microsoft deprecates older email protocols, using Microsoft Graph ensures compatibility with future updates.
  • Improved Integration: Microsoft Graph offers better integration with other Microsoft 365 services, enhancing the overall functionality and reliability of email communications within Dynamics 365 Finance and Operations.
Microsoft Graph settings:
When you navigate to System administration > Setup > Email > Email parameters you will see a warning message if you are using Exchange email for email notifications and workflows. This message indicates that the Exchange email provider is deprecated and recommends transitioning to Microsoft Graph for continued support and functionality.

One-time registration process:
To create an app, follow these steps.
  1. Sign in to the Azure portal by using an Azure tenant admin account.
  2. Go to Azure Active Directory > App registrations > New application.


New App registration


  • Enter the following values:
  • Name – Enter the name of your app.
  • Supported account types – Enter only accounts that are directly in this organization (single tenant).
Click on Register

Make a note of the Application (client) ID value. You will use this value to connect to the Microsoft Graph service from your finance and operations environment.

To add permissions, follow these steps:


Select Manage > API permissions > Add a permission > Microsoft APIs > Microsoft Graph.

Select Application permissions, and enable Mail.Send >Select Add permissions.



Select Grant admin consent for to allow emails to be sent.

In case that Grant admin consent is grayed out.
There are two options "Delegated access" "App only access"
More details : https://learn.microsoft.com/en-us/entra/identity-platform/permissions-consent-overview?WT.mc_id=Portal-Microsoft_AAD_RegisteredApps
To create a client secret, follow these steps:
Select Manage > Certificates and secrets.

On the Client secrets tab, select New client secret.
Enter a value in the Description and Expires fields, and then select Add.

Make a note of the Secret value value. You will use this value to connect to the Microsoft Graph service from your Dynamics 365 finance and operations environments.


Configure Microsoft Graph in Dynamics 365 finance and operations apps
In Dynamics 365 finance and operations apps, open the Email parameters page.(Sys admin>Setup >Email)


On the Microsoft Graph settings tab, in the Application ID field, enter the Application ID value that you captured when you created the new app in the previous procedure.

In the Application key field, enter the Secret value value that you captured when you created a client secret in the previous procedure.
Select Save.

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