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Create the rule manually

[Applies to: Microsoft Dynamics CRM 4.0]

For POP3 e-mail servers that support e-mail system rules where an e-mail message can be forwarded as an attachment, you can create the rule manually.

To create the rule manually in Microsoft Office Outlook, follow these steps:

  1. On the Tools menu, click Rules and Alerts.
  2. On the E-mail Rules tab click New Rule.
  3. Select the Start from a blank rule option, make sure Check messages when they arrive is selected, and then click Next.
  4. Select where my name is in the To box, and then click Next.
  5. Select forward it to people or distribution list as an attachment, and then in the Step2: Edit the rule description (click and underlined value) area, click people or distribution list.
  6. Select the name of your E-mail Router forward mailbox, and then click OK.
  7. Click Next two times.
  8. Make sure that the Turn on this rule option is selected, and then click Finish.
  9. Make sure that the rule is at the top of the list and then click Apply.

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