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Manage email settings

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Note

The new and improved Power Platform admin center is now generally available. We're currently updating the documentation to reflect these changes, so check back to ensure that you're getting the latest updates.

You can use email settings to adjust how features appear and function in Dynamics 365 model-driven apps, such as Dynamics 365 Sales and Customer Service.

The email settings can be found in the Power Platform admin center.

Make sure you have the System Administrator or System Customizer security role or equivalent permissions to update the email settings. To check your security role, see View your user profile. If you don’t have the correct permissions, contact your system administrator.

  1. Sign in to the Power Platform admin center.
  2. In the left navigation pane, select Manage.
  3. In the Manage panel, select Environments.
  4. On the Environments page, choose an environment.
  5. In the command bar, select Settings.
  6. Expand Email, then select Email settings.

Tip

In addition to the settings mentioned below, there are more settings available to control synchronization behavior. For more information, see OrgDBOrgSettings for server-side synchronization.

Settings Description
Security and permissions Select these check boxes if you want to allow email processing only for users and queues whose email addresses have been approved by the system administrator.
Process emails only for approved users Default: On.
Process emails only for approved queues Default: On.
Sync information rights management-enabled emails to the server Default: Not selected. Off. Select On to sync emails that have information rights property.
Allow to delete appointments if system auto detects changes that will result in change in ownership Default: Not selected. Off.
Notifications
When these occur, send details to the mailbox's notifications area
Errors Default: Enabled.
Warnings Default: Enabled. Select Warning if you’re troubleshooting or testing or want to get more detailed messages on the alert wall.
Information Default: Enabled.
Notify mailbox owner Default: Off. By default, the system administrator is notified of any error that occurs for an email server profile. Select On if you also want to notify the mailbox owner.
Attachments
Maximum file size for attachments Default: 5 MB (5120 KB). Maximum file size (in Kilobytes). Increase or decrease the maximum file size for attached files. The maximum size is 128 MB (131,072 KB).
Synchronization methods For any mailbox that is automatically created in Dynamics 365 when a user or queue is created, the default email settings as defined in this section will be applied.
The selected settings will be applied to mailboxes of all newly created users and queues
Server profile For server-side synchronization, select the email server profile that you want to use. The email server profile holds the configuration data that enables Dynamics 365 to connect to Microsoft Exchange. If you’re connecting customer engagement apps with Exchange Online, the email server profile is automatically created for you.
Incoming email Select whether you want to use Dynamics 365 for Outlook, the Email Router, server-side synchronization, or a forward mailbox for processing incoming email. More information: Create forward mailboxes or edit mailboxes
Outgoing email Select whether you want to use Dynamics 365 for Outlook, the Email Router, or server-side synchronization for processing outgoing email.
Appointments, contacts, and tasks Select whether you want to use Dynamics 365 for Outlook or server-side synchronization to synchronize appointments, contacts, and tasks between Outlook and Dynamics 365. Note: You can’t synchronize appointments, contacts, and tasks if you’re synchronizing with a POP3 email server.
Email form options
Use secure frames to restrict email message content Default: Off. If this is set to On, you may see the following error message when you’re reading email: This content cannot be displayed in a frame. Although this can make sending sensitive content in email less secure, changing the setting to Off typically eliminates this error.
People can send emails with unresolved recipients Default: Off. Set this to On if you want to send email messages that have unresolved recipients.
If there are multiple possible recipient matches in the to, CC, or BCC fields, set them as unresolved Default: Off. Use this setting to choose which record an email address resolves to when there are multiple possible matches in to, cc, or bcc fields of an email. When you select On, if the to, cc, or bcc fields of an email have an email address that can be resolved to multiple contacts (or other records), the email address will be resolved in the unresolved mode instead of resolving to all possible records. Unresolved email addresses can then be resolved individually as you encounter them.
When someone manually resolves an unresolved email address, apply it to all similar unresolved addresses When set to On, the same email address is applied to all similar unresolved email addresses when resolved in one email activity. When set to Off, the email address is applied only to the specific email activity and does not resolve similar addresses present in other email activities. The default value is On.

This setting is configurable when Set To, cc, bcc, fields as unresolved values is multiple matches are found in Incoming Emails is set to On.
Additional app-specific settings
Enhanced email for Timeline The enhanced email experience allows users to compose an email without leaving the record they're working on. This setting is available with environments that have customer engagement apps in Dynamics 365, such as Dynamics 365 Sales or Dynamics 365 Customer Service.

See also

Track Outlook email by moving it to a tracked Exchange folder
Frequently asked questions about synchronizing records between model-driven apps in Dynamics 365 and Outlook
Set up email through server-side synchronization