Enabling Access

  1. Assign an appropriate D365 license to the user in the Microsoft 365 Admin Center or by adding the user to the appropriate License Group in AD / EntraID.

  2. Once the license is assigned, the user will appear in the environment but will still need to be assigned a security role. You can assign the role by navigating to the appropriate page (https://admin.powerplatform.microsoft.com/settingredirect/0f5b7dea-cc67-f011-8ee5-002248257b1e/a1a98fce-5e42-ed0c-a2fe-b78ebd733717/users) and searching for the user.

  3. Once the user is found select the user to  assign the appropriate security roles by clicking Manage Roles to open the selection screen.
    1. Sales Representatives
      • Dynamics 365 App for Outlook User
      • Landmark Sales User
      • PowerMap AppUser
      • PowerMap User
      • Sales Enterprise App Access
    2. Marketing
      • Dynamics 365 App for Outlook User
      • Landmark Marketing
      • PowerMap AppUser
      • PowerMap User
      • Sales Team Member
    3. Estimating
      • Dynamics 365 App for Outlook User
      • Landmark Estimating
      • PowerMap AppUser
      • PowerMap User
      • Sales Team Member
  4. Once the user is assigned a role, the user is now set up and should be enabled by default.




Enabling Outlook Integration

Note: You must have the Exchange Admin role to perform the above operations

  1. Assign the user the Dynamics 365 App For Outlook User role

  2. Navigate to the advanced settings are and go to the email configuration section. Select mailboxes to open up the list of mailboxes in the system.
    https://teamlandmark.crm.dynamics.com/main.aspx?appid=28a9d3d2-86a9-ef11-b8e9-000d3a196181&pagetype=control&controlName=PowerAdmin.EnvironmentSettings.NavigatorPage&data=%7B%22area%22%3A%22nav_businessmanagement%22%7D

  3. Using the all mailboxes view, search for the users mailbox.

  4. Select the mailbox and using the ribbon "Approve" the mailbox. After the Mailbox has been approved select test and enable mailbox. This will set up server-side sync for their exchange mailbox and allow them to utilize the Outlook app for D365