Email from Dynamics

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Posted on by CU14020550-0

Are there any steps must take to enable emailing from Dynamics?
- From Activity record
- From DCP process
What happens if an email can't be delivered?
- Hard bounce vs. soft bounce
- Are there multiple delivery attempts?
- Available alerts?

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Dynamics 365 general

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Jimmy Passeti 742 Most Valuable Professional on at

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Hello,

Emailing is not enabled by default in Dynamics 365.

Required configuration (all must be true)

Server‑Side Synchronization is enabled

This is the supported and preferred mechanism for email delivery in Dynamics 365.

It connects Dataverse directly to Exchange Online or Exchange Server.

Each sending mailbox must be

Approved (This approval establishes trust between Dataverse and Exchange)

Tested

Enabled

Email address consistency

The user’s Primary Email Address in Dynamics must match an existing Exchange mailbox.

Correct Email Server Profile

Exchange Online profile (OAuth / server‑to‑server auth) must be assigned.

User privileges

User must have privileges to send email and access the mailbox (common failure point).

If any of these are missing, emails will remain in Pending Send or fail silently.

Sending email from an Activity record vs. a DCP process

Email Activity (manual or automated)

Email is created in Dataverse

Status = Pending Send

Server‑Side Sync asynchronously submits it to Exchange

Exchange handles final delivery

This applies whether the email is:

Sent manually from the timeline

Created by workflow

Created by Power Automate

There is no separate “DCP email engine” — all outbound email still routes through Server‑Side Sync and Exchange

What happens if an email can’t be delivered?

Important distinction:

Dynamics does not do SMTP‑level delivery.

Exchange does.

So Dynamics:

Submits the message

Tracks submission status

Receives failure feedback after the fact

If delivery fails:

Exchange generates a Non‑Delivery Report (NDR)

Depending on configuration, Dynamics may:

Mark the email as Failed

Surface an alert on the mailbox

Or simply leave the email as Sent (but bounced)

Diagnostics appear in:

Mailbox Alerts

Server‑Side Synchronization Item Monitoring dashboard

Hard bounce vs. soft bounce (how Dynamics treats them)

In core Dynamics (Email Activity):

Dynamics does not classify hard vs. soft bounces itself

Bounce details are handled by Exchange

The user may receive a bounce message in their inbox

Dynamics does not automatically suppress addresses

Are there multiple delivery attempts?

Yes, but this happens in Exchange, not Dynamics

Server‑Side Sync submits the message once

Exchange may retry delivery automatically for transient failures

Retry behavior depends on Exchange policies and the failure type

Dynamics itself:

Does not expose retry counters

Does not allow configuring retry attempts

Simply reports success or failure back from Exchange

Regards,
Jimmy Passeti | Microsoft MVP
✅ Please mark as Verified if this answered your question!

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