Step-by-step guide to setup Dynamics 365 integration with Outlook
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Overview Dynamics 365 integrates with Outlook to: Step-by-Step Setup Guide Step 1: Prerequisites Before starting, ensure the following: Requirement Details Exchange Online or On-Premises Preferably Exchange Online (Microsoft 365). Dynamics 365 Environment Online or On-Premises (with IFD for external access). User Mailboxes Mailboxes must exist in Exchange and be configured for Dynamics 365. Security Role […]
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