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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Automatically enable m...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Automatically enable mailboxes for D365 Outlook Add-in

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Posted on by Levi Stevens 50

Is it possible to automatically enable a mailbox for D365 sync and integration, without having to go into PPAC mailboxes and enable, approve, test for each user manually?

Goal is to setup an Azure AD group like "Dynamics 365 Sales" which will be assigne the appropriate role, and trigger automatic enablement of server-side sync and approving, testing mailboxes.

For users to be eligible for Dynamics 365 App for Outlook, they need to:

1. Setup server-side synchronization on their mailbox for incoming emails and for appointments, contacts and tasks.
2. Approve their mailbox. 
3. Tested and enabled their mailbox.
4. Add the user to the Dynamics 365 App for Outlook User security role.

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi Levi Stevens,

    I think it is highly unlikely that this will be done using security roles.
    If you get tired of manually approving it over and over again, you could try turning this off:

    https://learn.microsoft.com/en-gb/power-platform/admin/connect-exchange-online#remove-the-requirement-to-approve-mailboxes

  • Suggested answer
    Shawnsauve Profile Picture
    Shawnsauve 1,095 on at

    Yes, it is possible to automatically enable a mailbox for Dynamics 365 sync and integration. Here are the general steps to achieve this:

    1. Create an Azure AD group, like "Dynamics 365 Sales".

    2. Assign the group the appropriate Dynamics 365 roles, such as the Dynamics 365 App for Outlook User role and the Dynamics 365 Sales Manager role.

    3. Use PowerShell or the Microsoft Graph API to programmatically enable server-side sync for the mailboxes of all users in the "Dynamics 365 Sales" group. This can be done by setting the "ServerSideSyncEnabled" attribute to "True" for each user mailbox.

    4. Use PowerShell or the Microsoft Graph API to programmatically approve and test the mailboxes of all users in the "Dynamics 365 Sales" group. This can be done by setting the "IncomingEmailEnabled" attribute and the "IsTestMailbox" attribute to "True" for each user mailbox.

    5. Finally, add each user to the Dynamics 365 App for Outlook User security role, either manually or programmatically.

    Note that these steps may vary depending on your specific Dynamics 365 configuration and environment, so it's important to consult Microsoft documentation and seek the assistance of a qualified Dynamics 365 administrator or developer if needed.

  • Levi Stevens Profile Picture
    Levi Stevens 50 on at

    So, for steps #3 or #4 you are suggesting it needs to essentially be a Power Automate flow, or an Azure Function if the goal is for this to be hands free and cloud only.

  • Eric B Profile Picture
    Eric B 5 on at

    You could use a webjob with those scripts to keep this cloud based and running on a schedule as well.

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