380641 - marketing-set-up-email-logging has poor ratings (#1691)

* Try to fix the link so they point to the current Exchange Online docs

* Typos and tweaks

Author: jill-kotel-andersson

business-central/includes/admin-setup-email-public-folder.md

@@ -3,69 +3,78 @@ author: edupont04
 
 ms.service: dynamics365-accountant
 ms.topic: include
-ms.date: 04/01/2021
+ms.date: 09/02/2021
 ms.author: edupont
 ---
 
-Before you can set up email logging, you must prepare your Exchange Online with [public folders](/exchange/collaboration/public-folders/public-folders?view=exchserver-2019&preserve-view=true ). You can do this in the [Exchange admin center](/Exchange/architecture/client-access/exchange-admin-center?view=exchserver-2019&preserve-view=true ), or you can use the [Exchange Management Shell](/powershell/exchange/exchange-management-shell?view=exchange-ps&preserve-view=true ).  
+> [!NOTE]
+> The following sections assume that you have administrator access for Exchange Online.
+
+Before you can set up email logging, you must prepare Office 365 [public folders](/exchange/collaboration-exo/public-folders/public-folders?preserve-view=true). You can do this in the [Exchange admin center](/exchange/exchange-admin-center?preserve-view=true), or you can use the [Exchange Online PowerShell](/powershell/exchange/exchange-online-powershell?view=exchange-ps&?preserve-view=true).
 
 > [!TIP]
-> If you want to use the [Exchange Management Shell](/powershell/exchange/exchange-management-shell?view=exchange-ps&preserve-view=true ), you can find inspiration for how to set up your script in a sample script that we published to [the BCTech repo](https://github.com/microsoft/BCTech/tree/master/samples/EmailLogging).
+> If you want to use the [Exchange Online PowerShell](/powershell/exchange/exchange-online-powershell?view=exchange-ps&preserve-view=true), you can find inspiration for how to set up your script in a sample script that we published in [the BCTech repo](https://github.com/microsoft/BCTech/tree/master/samples/EmailLogging).
+
+Follow the steps below to set up Exchange Online, with links to where you can learn more.
+
+### Create an admin role group
+
+Create an admin role group for public folders based on the information in the following table:
+
+|Property        |Value                     |
+|----------------|--------------------------|
+|Name            |Public Folders Management |
+|Selected roles  |Public Folders            |
+|Selected users  |The email of the user account that Business Central will use to run the email logging job|
+
+For more information, see [Manage role groups in Exchange Online](/exchange/permissions-exo/role-groups?preserve-view=true).
+
+### Create a new public folder mailbox
 
-The following list describes the main steps with links to learn more.  
+Create a new public folder mailbox based on the information in the following table:
 
-- Create an admin role for public folders based on the information in the following table:
+|Property        |Value                     |
+|----------------|--------------------------|
+|Name            |Public MailBox            |
 
-  |Property        |Value                     |
-  |----------------|--------------------------|
-  |Name            |Public Folders Management |
-  |Selected roles  |Public Folders            |
-  |Selected members|The email of the user account that Business Central will use to run the email logging job|
+For more information, see [Create a public folder mailbox](/exchange/collaboration-exo/public-folders/create-public-folder-mailbox?preserve-view=true).
 
-  For more information, see [Manage role groups](/exchange/permissions/role-groups?view=exchserver-2019&preserve-view=true).
+### Create new public folders
 
-- Create a new public folder mailbox based on the information in the following table:
+1. Create a new public folder with the name **Email Logging** in the root so that the full path to the folder becomes `\Email Logging\`.
+2. Create two sub-folders so that the the result is the following full paths to the folders:
 
-  |Property        |Value                     |
-  |----------------|--------------------------|
-  |Name            |Public MailBox            |
+    - `\Email Logging\Queue\`
+    - `\Email Logging\Storage\`
 
-  For more information, see [Create a public folder mailbox in Exchange Server](/exchange/collaboration/public-folders/create-public-folder-mailboxes).  
+For more information, see [Create a public folder](/exchange/collaboration-exo/public-folders/create-public-folder?preserve-view=true).
 
-- Create new public folders
+### Set public folder ownership
 
-  - Create a new public folder with the name *Email Logging* in the root so that the full path to the folder becomes ```\Email Logging\```
-  - Create two subfolders so that the the result is the following full paths to the folders:
-    - ```\Email Logging\Queue\```
-    - ```\Email Logging\Storage\```
+Set the email logging user as an owner of both public folders, *Queue* and *Storage*.
 
-  For more information, see [Create a public folder](/exchange/collaboration/public-folders/create-public-folders?view=exchserver-2019&preserve-view=true).
+For more information, see [Assign permissions to the public folder](/exchange/collaboration-exo/public-folders/set-up-public-folders#step-3-assign-permissions-to-the-public-folder).
 
-- Mail-enable the *Queue* public folder
+### Mail-enable the *Queue* public folder
 
-  For more information, see [Mail-enable or mail-disable a public folder](/exchange/collaboration/public-folders/mail-enable-or-disable?view=exchserver-2019&preserve-view=true)
+  For more information, see [Mail-enable or mail-disable a public folder](/exchange/collaboration-exo/public-folders/enable-or-disable-mail-for-public-folder?preserve-view=true).
 
-- Mail-enable sending emails to the *Queue* public folder using Outlook or the Exchange Management Shell
+### Mail-enable sending emails to the *Queue* public folder
 
-  For more information, see [Allow anonymous users to send email to a mail-enabled public folder](/exchange/collaboration/public-folders/mail-enable-or-disable#allow-anonymous-users-to-send-email-to-a-mail-enabled-public-folder?view=exchserver-2019&preserve-view=true)
+Mail-enable sending emails to the *Queue* public folder using Outlook or the Exchange Management Shell.
 
-- Set the email logging user as an owner of both public folders, *Queue* and *Storage* public folders  using Outlook or the Exchange Management Shell based on the information in the following table:
+For more information, see [Allow anonymous users to send email to a mail-enabled public folder](/exchange/collaboration-exo/public-folders/enable-or-disable-mail-for-public-folder#allow-anonymous-users-to-send-email-to-a-mail-enabled-public-folder?preserve-view=true).
 
-  |Property        |Value                     |
-  |----------------|--------------------------|
-  |User            |The email of the user account that Business Central will use to run the email logging job|
-  |Permission level|Owner                     |
+### Create mail flow rules
 
-  For more information, see [Assign permissions to the public folder](/exchange/collaboration-exo/public-folders/set-up-public-folders#step-3-assign-permissions-to-the-public-folder).
+Create two mail flow rules based on the information in the following table:
 
-- Create two mail flow rules based on the information in the following table
+|Purpose  |Name |Apply this rule if...             |Do the following...                          |
+|---------|-----|----------------------------------|---------------------------------------------|
+|A rule for incoming email |Log Email Sent to This Organization|*The sender* is located *Outside the organization*, and *the recipient* is located *Inside the organization*|BCC the email account that is specified for the *Queue* public folder|
+|A rule for outgoing email | Log Email Sent from This Organization |*The sender* is located *Inside the organization*, and *the recipient* is located *Outside the organization*|BCC the email account that is specified for the *Queue* public folder|
 
-  |Purpose  |Name |Conditions                        |Action                                       |
-  |---------|-----|----------------------------------|---------------------------------------------|
-  |A rule for incoming email |Log Email Sent to This Organization|*The sender* is located *Outside the organization*, and *the recipient* is located *Inside the organization*|BCC the email account that is specified for the *Queue* public folder|
-  |A rule for outgoing email | Log Email Sent from This Organization |*The sender* is located *Inside the organization*, and *the recipient* is located *Outside the organization*|BCC the email account that is specified for the *Queue* public folder|
-  
-  For more information, see [Manage mail flow rules in Exchange Online](/exchange/security-and-compliance/mail-flow-rules/manage-mail-flow-rules) and [Mail flow rule actions in Exchange Online](/exchange/security-and-compliance/mail-flow-rules/mail-flow-rule-actions).
+For more information, see [Manage mail flow rules in Exchange Online](/exchange/security-and-compliance/mail-flow-rules/manage-mail-flow-rules?preserve-view=true) and [Mail flow rule actions in Exchange Online](/exchange/security-and-compliance/mail-flow-rules/mail-flow-rule-actions?preserve-view=true).
 
 > [!NOTE]
 > If you make changes in the Exchange Management Shell, the changes become visible in the Exchange admin center after a delay. Also, the changes made in Exchange will be available in [!INCLUDE[prod_short](prod_short.md)] after a delay. The delay might be several hours.

business-central/marketing-set-up-email-logging.md

@@ -27,31 +27,36 @@ Next, you connect [!INCLUDE[prod_short](includes/prod_short.md)] with Exchange O
 
 Get started with email logging in two easy steps:
 
-1. Connect [!INCLUDE[prod_short](includes/prod_short.md)] with Exchange Online for your Microsoft 365 subscription. Exchange Online handles your email messages. We've made this step easy by providing an assisted setup guide. You just need your administrator credentials for your administrator account in Microsoft 365. To start the guide, go to **Assisted Setup**, and then choose **Set up email logging**.  
+1. Connect [!INCLUDE[prod_short](includes/prod_short.md)] with Exchange Online for your Microsoft 365 subscription. Exchange Online handles your email messages. We've made this step easy by providing an assisted setup guide. You just need your administrator credentials for your administrator account in Microsoft 365. To start the guide, go to the **Assisted Setup** page, and then select the **Set up email logging** guide.  
 
 2. Make sure that valid email addresses have been entered in [!INCLUDE[prod_short](includes/prod_short.md)] for your sales people and contacts, depending on whether they are potential or existing customers. To do that, for each customer or salesperson, open the **Contact** or **Salesperson/Purchaser** card and have a look in the **Email** field.
 
 > [!Tip]
-> After you complete the steps in the guide you can check whether the connection was successful. Search for **Marketing Setup**, choose **Process**, then **Functions**, and then **Validate Email Logging Setup**.
+> After you complete the steps in the guide you can check whether the connection was successful. Search for **Marketing Setup**, and select **Access**, then **Functions**, and then **Validate Email Logging Setup**.
 
 ## Viewing Email Message Exchanges in the Interaction Log
-[!INCLUDE[prod_short](includes/prod_short.md)] creates an entry on the **Interaction Log** page each time a salesperson and a contact exchange an email message. To view the interaction log, open the **Contact** or **Salesperson Purchaser** card for the person, and then choose **History**, and then choose **Interaction Log Entries**. There are a few things we can do with each entry in the log, for example:
 
-- View the content of the email message that was exchanged by clicking the **Show Attachments** action.
-- Turn an email exchange into a sales opportunity - If an entry looks promising, you can turn it into an opportunity and then manage its progress toward a sale. To do that, choose the entry, and then choose the **Create Opportunity** action. For more information, see [Managing Sales Opportunities](marketing-manage-sales-opportunities.md).
+[!INCLUDE[prod_short](includes/prod_short.md)] creates an entry on the **Interaction Log** page each time a salesperson and a contact exchange an email message. To view the interaction log, open the **Contact** card for the person, choose **Related**, then **History**, and then **Interaction Log Entries**. There are a few things you can do with each entry in the log, for example:
+
+- View the content of the email message that was exchanged by selecting **Process** and then **Show Attachments**.
+- Turn an email exchange into a sales opportunity - If an entry looks promising, you can turn it into an opportunity and then manage its progress toward a sale. To do this, select the entry, and then select **Process**, and then **Create Opportunity**. For more information, see [Managing Sales Opportunities](marketing-manage-sales-opportunities.md).
 
 ## Connecting On-Premises Versions to Microsoft Exchange
-You can connect [!INCLUDE[prod_short](includes/prod_short.md)] on-premises to Exchange on-premises or Exchange Online for email logging. For both versions of Exchange, settings for the connection are available on the **Marketing Setup** page. For Exchange Online, you can also use an assisted setup guide. 
+
+You can connect [!INCLUDE[prod_short](includes/prod_short.md)] on-premises to Exchange on-premises or Exchange Online for email logging. For both versions of Exchange, settings for the connection are available on the **Marketing Setup** page. For Exchange Online, you can also use an assisted setup guide.
 
 ### Connecting to Exchange On-premises
-To connect [!INCLUDE[prod_short](includes/prod_short.md)] on-premises to Exchange on-premises, on the **Marketing Setup** page, you can use **Basic** as the **Authentication Type**, and then enter credentials for the user account for Exchange on-premises. Then turn on the **Enabled** toggle to start logging email. 
+
+To connect [!INCLUDE[prod_short](includes/prod_short.md)] on-premises to Exchange on-premises, on the **Marketing Setup** page, you can use **Basic** as the **Authentication Type**, and then enter credentials for the user account for Exchange on-premises. Then turn on the **Enabled** toggle to start logging email.
 
 ### Connecting to Exchange Online
-To connect to Exchange Online, you must use **OAuth2** as the **Authentication Type**. You must also register an application in Azure Active Directory, and provide the application ID, key vault secret, and the redirect URL to use. The redirect URL is pre-populated and should work for most installations. For more information, see [To register an application in Azure AD for connecting from Business Central to Exchange Online](marketing-set-up-email-logging.md#to-register-an-application-in-azure-ad-for-connecting-from-business-central-to-exchange-online). 
+
+To connect to Exchange Online, you must use **OAuth2** as the **Authentication Type**. You must also register an application in Azure Active Directory, and provide the application ID, key vault secret, and the redirect URL to use. The redirect URL is pre-populated and should work for most installations. For more information, see To register an application in Azure AD for connecting from Business Central to Exchange Online below.
 
 You must set up your installation to use HTTPS. For more information, see [Configuring SSL to Secure the Business Central Web Client Connection](/dynamics365/business-central/dev-itpro/deployment/configure-ssl-web-client-connection). If you are setting up your server to have a different home page, you can change the URL. The client secret will be saved as an encrypted string in your database.
 
 ### To register an application in Azure AD for connecting from Business Central to Exchange Online
+
 The following steps assume that you use Azure Active Directory to manage identities and access. For more information, see [Quickstart: Register an application with the Microsoft identity platform](/azure/active-directory/develop/quickstart-register-app). If you do not use Azure Active Directory, see [Using Another Identity and Access Management Service](marketing-set-up-email-logging.md#using-another-identity-and-access-management-service). 
 
 1. In the Azure Portal, under **Manage**, choose **Authentication**.