Pre-configure Mailboxes

Objective

This page takes you through the process of how to pre-configure Mailboxes for your Hubdrive solution.
This configuration allows incoming and outgoing e-mails, as well as appointments, contacts, and tasks to be synchronized to the server side.

Process

System Admin
Choose an environment
System Admin
Configuration of the Server-Side Synchronization
System Admin
Test and Approval of the Mailbox

Prerequisites

  • Hubdrive is installed
  • Licenses for the employees are correctly assigned (license which includes Exchange)

Click Through

  • Start in the Power Platform Admin Center
  • Navigate to Environments in the left menu
  • Select the desired environment
  • In the grey top bar, click on Settings
  • Under E-mail, select Email settings
  • Use the following settings for synchronization methods:
    • Server profile: Microsoft Exchange Online
    • Incoming e-mails: Server-Side Synchronization
    • Outgoing e-mails: Server-Side Synchronization
    • Appointments, Contacts, and Tasks: Server-Side Synchronization
  • Save the settings
  • Navigate back to Settings and under Email, select Mailboxes
  • In the drop-down menu above, switch from 'My active Mailboxes' to Active Mailboxes
  • Mark the actual users and click on Edit in the top bar
  • Now you can change the synchronization method for all selected records:
    • Incoming email messages: Server-side synchronization or Email Router
    • Outgoing e-mail messages: Server-side synchronization or Email Router
    • Appointments, contacts, and tasks: Server-side synchronization
  • Click Change
  • Back in your list, make sure the users are still selected and click on Approve e-mail
  • Confirm with OK
  • Back in your list, make sure the users are still selected and click on Test and Activate Mailbox
  • Confirm the e-mail configuration with OK
  • Once the process is complete, you will see the following configuration test results:
    • Status of incoming e-mails: Success
    • Status of outgoing e-mails: Success
    • Status of appointments, contacts and tasks: Success
  • It may take a few minutes until the test results are displayed.

Hint

  • The process must be performed for all users, including the generic admin user
  • Once Test Mailbox and Approve is selected, the mailbox owners will receive emails
  • After the process, if the term Success is not visible in the drop-down menus under the configuration test results, click Warnings in the left menu and view more details

Result

Image

Next Step

HR