- Advanced Settings: Security: Add security role “Dynamics 365 App for Outlook User”
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Advanced Settings: Mailboxes: All Mailboxes: Select Test & Enable Mailbox
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In Mailbox, set
- Incoming Email = 'Server-Side Synchronization'
- Outgoing Email = 'Server-Side Synchronization'
- Global Admin: Click 'Approve Email' for both User and Mailbox record (send direct link)
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Impersonate User: Personalization Settings: Email:
- Select 'Allow other Microsoft Dynamics 365 users to send email on your behalf' (for send as noreply)
- Track = No email messages
- Mirror all other preset settings in screenshot
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- Impersonate user to send a test email from system to confirm send privileges (recommend CC self)
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