How to: Set Up Email Logging

You set up email logging in the Marketing Setup window. Setup requires an email account that has a valid email address on Exchange. It also requires that you use public folders. This enables you to share and log information and email in a company.

Note

Consider creating a domain user email account that is not tied to specific individual. If you do this, you will also have to add the domain account to Microsoft Dynamics NAV as a Windows user who has the relevant permission set.

In order to set up email logging, you will require a Microsoft Dynamics NAV user who has sufficient permission sets. Consider using the permission sets BASIC and RM-SETUP as defined in the CRONUS International Ltd. demonstration database.

You must also have configured public folders on your Exchange server. For more information about configuring public folders in Exchange Server, see Public folders.

You can set up email logging for use with Exchange Server and with Exchange Online.

To set up email logging

1. In the Search box, enter Marketing Setup, and then choose the related link.

2. Expand the E-Mail Logging FastTab to enter information to enable email logging.

3. In the Autodiscovery E-Mail Address field, enter the email address that you want to use to enable the discovery and identification of your Exchange connection.

4. If you use Exchange Online, you must also specify the following fields:

   Field	Description
   Exchange Service URL	Optionally, specify the URL for your Exchange service. If you specify this URL, Microsoft Dynamics NAV connects faster to Exchange when you choose Validate Email Logging Setup.
   Exchange Account User Name	Specify the name of the user account that has access to Exchange.
   Exchange Account Password	Specify the password of the user account that has access to Exchange.

5. In the Queue Folder Path and Storage Folder Path fields, choose the AssistEdit button to open the Exchange Folders window.

6. For each field, select the public folder that you have set up for email logging. On the Home tab, in the Process group, choose Get Subfolders. If you have to access subfolders, select the folder, and choose Get Subfolders again. Expand the folder directory to reach the Queue and Storage folders that you have created.

   Note

   Microsoft Dynamics NAV does not support folder paths that are longer than 250 characters. Accordingly, you should set up your public folder structure to be able to handle this limitation.

7. In the Email Batch Size field, enter the number of emails that you want to process at a time. You can use the value that you specify to address performance issues.

8. To make sure that the address is valid on an Exchange Server, on the Actions tab, choose Validate Email Logging Setup.

After you have completed the setup of email logging, set up a job queue to start the process of having your email interactions logged on a regular or one-time basis. For more information, see How to: Set Up Email Logging for use with the Job Queue.

To undo email logging setup

• To undo all settings for email logging setup, on the Actions tab, choose Clear Email Logging Setup.

See Also

Tasks

How to: Set Up Email Logging for use with the Job Queue
Walkthrough: Logging Email Interactions in the Microsoft Dynamics NAV Database

Concepts

Logging and Tracking Email Interactions

Other Resources

How to: Create Interactions
Storage Folder Path
Queue Folder Path