[email-II] Creating contacts

In my previous post, I explained how we could receive and manage emails within Dynamics 365 using a shared mailbox linked to a queue. When emails are received from unknown senders, by default, a new contact gets created. Unknow means that there is not a record in the system with the same email address. "Contact" … Continue reading [email-II] Creating contacts

[email-I] A common mailbox

One of the most common requirements I have seen in business applications projects is the ability to receive and send emails directly from the main customer management system (e.g. CRM). A simple solution for this is to use Server-Side Sync to integrate Microsoft Exchange mailboxes with Dynamics 365 / Microsoft Dataverse. By the way, this … Continue reading [email-I] A common mailbox