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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Marketing...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Dynamics 365 Marketing Emails in Outlook Sent Items

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Posted on by patrickunivcan 5

Hello!

We are currently testing the marketing emails in D365. We are wondering if it's possible for emails sent out to show up in users Outlook sent items.

We have our domain authenticated and set as default. Server Side Synchronization has also been enabled.

Here are some of the resources I found:

https://debajmecrm.com/emails-sent-from-dynamics-365-are-now-visible-in-sent-items-of-outlook/

https://docs.microsoft.com/en-us/power-platform/admin/server-side-synchronization#features-available-with-server-side-synchronization

Any direction or help would be greatly appreciated!

Thank you

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    Please try the following steps:

    1.Set the default synchronization method

    pastedimage1630549515536v1.png

    pastedimage1630549568106v2.png

    2.Test email configuration and enable mailboxes

    pastedimage1630549774467v3.png

    On the command bar, select APPROVE EMAIL and then select OK.

    pastedimage1630549805037v4.png

    pastedimage1630549822259v5.png

    Once approved, select TEST & ENABLE MAILBOX.

    pastedimage1630549843404v6.png

    pastedimage1630549858775v7.png

    3.Provide security role access

    pastedimage1630549900740v8.png

    pastedimage1630549916215v9.png

    pastedimage1630549928261v10.png

    4.Install App for Outlook

    pastedimage1630549956069v11.png

    pastedimage1630549972942v12.png

    5.result:

    pastedimage1630550001955v13.png

    pastedimage1630550015849v14.png

  • patrickunivcan Profile Picture
    patrickunivcan 5 on at

    Thanks for sending this over Frank!

    Unfortunately the mail is still not showing in my  "Sent Items"... Is there anything else I can do?

    Thanks again,

    Patrick

  • Community Member Profile Picture
    Community Member on at

    Hi,

    Hope these two posts can be helpful to you:

    Sync sent emails from ms crm web client with Sent items folder in Outlook - Microsoft Dynamics CRM Forum Community Forum

    E-mails sent by Dynamics CRM not saved in Sent Items folder (Exchange) - Microsoft Dynamics CRM Forum Community Forum

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

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