Transitioning to Microsoft Graph as Email Provider: Setup Guide for D365FO and Docentric

[AmirO (Amir)]

Intro

When Dynamics 365 Finance and Operations (D365FO) version 10.0.38 was released, Microsoft switched to using the Microsoft Graph for sending emails because they plan to stop using Exchange Web Services (EWS) soon. To keep up with this change, Docentric added support for the Microsoft Graph in version 3.4.7.2 to send emails with Microsoft Graph.

So, to send emails using the Microsoft Graph email provider, you first need to upgrade D365FO to version 10.0.38 or later, as older versions do not support the Microsoft Graph email provider. Once you upgrade D365FO, the standard functionalities will work with the Microsoft Graph email provider. However, if you’re using Docentric, you also need to upgrade to the latest Docentric version (3.4.7.2 or later) to ensure full compatibility with Microsoft Graph, as older versions of Docentric do not support this new email provider. This ensures that Docentric’s advanced document generation and email features continue to function correctly. Keep in mind that Exchange Web Services (EWS) will no longer be available, so that option won’t work either. If needed, you could still use SMTP to send emails.

If you have the correct versions of Docentric and D365FO, I’ll guide you through setting up and testing the Microsoft Graph email provider to make sure it’s working correctly.

What is the Microsoft Graph?

The Microsoft Graph is a service that connects different Microsoft products like Outlook, OneDrive, and Teams. It lets apps and systems access Microsoft 365 data (such as emails, calendars, and files) and use it in their own processes.

In D365FO, the Microsoft Graph replaces EWS as the tool to send and manage emails. It allows the system to communicate with Microsoft 365 to handle email tasks more effectively.

What you need before you start

Before setting up the Microsoft Graph email provider in D365FO, you’ll need:

• D365FO version 10.0.38 or later (which supports the Microsoft Graph email provider).
• Docentric version 3.4.7.2 or later, which works with the Microsoft Graph email provider.

To set it up, you will also need:

• An Application (Client) ID and Client Secret from Azure Active Directory. These are like passwords you’ll need to connect D365FO with the Microsoft Graph. You can get them by registering an app in Azure and making sure you give it the right permissions (such as Mail.Send and User.Read).

Setup

Steps to Configure the Microsoft Graph email provider in D365FO

1. Navigate to Email Parameters
   • Go to System administration > Setup > Email > Email parameters.
   • Under the Email parameters choose the Microsoft Graph settings.

2. Enter the Required Details

   • Application ID: Enter the Application ID from your registered Azure app.
   • Client Secret: Enter the Client Secret you generated for the app.

3. Test if authentication is working

• Click Test authentication to ensure that the authentication to the Microsoft Graph is working correctly.
• If the authentication is successful, proceed to save the configuration.

Steps to Configure Batch to work with Graph Email Provider in D365FO:

1. Navigate to Email Parameters

   • Go back to System administration > Setup > Email > Email parameters.

2. Set the Batch email provider:

   • In the Batch email provider tab, select the Microsoft Graph email provider.

Send the test email through the Docentric workspace using the Microsoft Graph email provider

1. Navigate to the Docentric Workspace:

   • Go to Docentric workspace > Docentric AX parameters > Emailing.

2. Check the Default Email Sender Account:

   • In the Emailing section, look for the option labelled Default email sender account.
   • Ensure that the Microsoft Graph is selected as the Default email sender account.

3. Send a Test Email:
   • Click the »Test« button to open the dropdown menu.
   • From the dropdown, select the option Send test email.

4. Fill in Test Email Details:

   • A side panel will open on the right side of the screen.

   • In the panel, enter the necessary details:
     From: The sender’s email address.
     To: The recipient’s email address.
     Subject: The subject of the email.

     Optionally, you can:
     Send with attachments: Adds a file as an attachment to the email.
     Send with embedded images: Embeds images directly into the email body.

   

5. Send the Test Email:

   • Once all the information is filled out, click the Send button to send the test email.

If you receive the test email, you’re all set and ready to start sending emails using the the Microsoft Graph email provider.