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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Exchange Online User email not showing up in D365 email configuration lists

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Posted on by 8
Hello,
 
We currently use Exchange Online and D365.  
 
I had previously setup server-side synchronization and have other company (Exch Online) email accounts that are setup in D365 and are working without incident including the D365 App for Outlook.
 
I created a new user account in Exchange, logged into the account in Outlook and tested the account and everything worked.
 
I then went into Dynamics >Settings>Email Configuration>Mailboxes to set up the account there so emails can be tracked but I cannot find the user account in any of the account lists there.
 
It's been a while since I've had to add someone and maybe I'm missing a step somewhere?!
 
Any help with this would be greatly appreciated.
 
Thanks!
 
Dave
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  • Verified answer
    Zain Mehmood Profile Picture
    4,187 Most Valuable Professional on at

    Hi Dave,

    If the new Exchange user isn’t showing in the Mailboxes list in D365, a few things to check:

     

    Make sure the user has been created as a User in Dynamics 365

     

    After adding them to D365, the system should auto-generate the Mailbox record, or you can manually create it.

    Double-check their security role includes email access permissions (e.g. Salesperson or equivalent).

    Check again and see if it appears this time. 

    Regards,

    Zain

  • Dave10 Profile Picture
    8 on at
    @Zain Mehmood Thank you for your help!  I had forgotten about getting them into the Environmental Security Group.  Once done, I was able to follow the steps and complete the configuration. Thanks again for the reminder.
     
    I hope you have a good weekend!
     
    Dave
     

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