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Changes to Mailbox approval in Microsoft Dynamics 365

This article describes the changes to Mailbox approval in Microsoft Dynamics 365.

Applies to:   Microsoft Dynamics 365 Customer Engagement Online
Original KB number:   4506139

Introduction

We are modifying the approval process for new/updated/changed mailboxes. To provide more management flexibility, we are adding the Exchange administrator as someone who can approve mailboxes. In addition, we're documenting how those authorized to do mailbox approval could change the default settings so user and queue mailboxes would not require approval.

The mailbox approval process is illustrated in the following flow chart.

Diagram of the Dynamics 365 mailbox approval process.

Note

When the Server-Side Synchronization feature initially released, only the Global administrator role was able to approve mailboxes.

We are rolling out these changes region-by-region as part of Service Update 60; first for Customer Engagement Online/Exchange Online and then for Customer Engagement Online/Exchange On-premises.

Permission Model

Admin mailbox approval

To approve mailboxes in Dynamics 365:

  1. You must be a Dynamics 365 System Administrator and either an Exchange or Office 365 Global administrator.
  2. You must have the Approve Email Addresses for Users or Queues privilege.

For more information, see Approve email.

Remove requirement to approve mailboxes

Warning

This option is not recommended as it exposes the possibility of syncing an Exchange mailbox to Dynamics 365 without proper authorization.

To remove the requirement of approving all User or Queue mailboxes, a Dynamics 365 System Administrator (with Exchange administrator or Global administrator rights) must follow these steps:

  1. Open the Customer Engagement web application.

  2. Navigate to Settings, Administration, and then click System Settings.

  3. Uncheck the Email processing for unapproved user and queues settings and then click OK.

    Screenshot to uncheck the Email processing for unapproved user and queues settings.

For more information, see Remove requirement to Approve.

Questions

If you have questions after reading the provided documentation on this topic, you can contact customer support.