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XS✔ ◾ update-screenshots-and-remove-password-instruction (#8527)
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* update-screenshots-and-remove-password-instruction

* Update rule.md

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Co-authored-by: Tiago Araújo [SSW] <tiagov8@gmail.com>
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Tanya-Leahy and tiagov8 authored May 9, 2024
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9 changes: 4 additions & 5 deletions rules/set-up-your-mailbox-in-crm/rule.md
Original file line number Diff line number Diff line change
Expand Up @@ -20,13 +20,12 @@ Do the following:

1. Browse to your Dynamics 365 Online URL | Advanced Settings | Settings | Email Configuration | Mailboxes | Browse for your mailbox:

![Figure: You should see your mailbox. Click the link on Name and it will open up your mailbox settings](crm-open-meilbox-settings.png)
![Figure: You should see your mailbox. Click the link on Name and it will open up your mailbox settings](crm-open-mailbox-settings.png)

2. Make sure the following options are set (they might differ a bit depending on your CRM configuration):

* **Allow to Use Credentials for Email Processing:** Yes
* **User Name:** &lt;<YourUserName@yourcompany.com>&gt;
* **Password:** &lt;YourPassword&gt;
* **Allow to Use Credentials for Email Processing:** No
* **User Name:** `UserName@company.com`
* **Server Profile:** Microsoft Exchange Online
* **Incoming Mail:** Server-Side Synchronization or Email Router
* **Outgoing Mail:** Server-Side Synchronization or Email Router
Expand All @@ -39,4 +38,4 @@ Do the following:

If you need more guidance on setting it up, you can find more on Microsoft documentation: [Set incoming and outgoing email synchronization](https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-incoming-outgoing-email-synchronization).

After this is done, you should [install the Dynamics 365 App for Outlook](/dynamics-crm-install-the-dynamics-365-app-for-outlook)
After this is done, you should [install the Dynamics 365 App for Outlook](/dynamics-crm-install-the-dynamics-365-app-for-outlook).
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