Modify a User, Queue, or Forward Mailbox

 

Updated: November 28, 2016

Applies To: Dynamics CRM 2016, Dynamics CRM Online

You can modify incoming or outgoing profiles for users or queues, and configuration information for forward mailboxes.

To modify the incoming or outgoing profile for a user or queue

  1. Click the Users, Queues, and Forward Mailboxes tab, select the deployment that you want in the Select a Dynamics CRM Deployment to view users and mailboxes list, and then click Load Data.

  2. On the Users and Queues tab, select the user that you want to modify, and then click Modify.

  3. In the Microsoft Dynamics CRM User / Queue dialog box, change one or both of the following settings:

    • Incoming Configuration Profile. Select the incoming configuration profile in the list. For items to appear in the list, you must have at least one incoming configuration profile specified. You specify incoming configuration profiles on the Configuration Profiles tab.

    • Outgoing Configuration Profile. Select the outgoing configuration profile in the list. For items to appear in the list, you must have at least one outgoing configuration profile specified. You specify outgoing configuration profiles on the Configuration Profiles tab.

  4. Click OK.

  5. Save the changes, click Publish.

To modify the Name or Email address values for a user or queue, you must start the Microsoft Dynamics CRM web application, and make the change on the User or Queue form.

To modify the name, email address, or incoming configuration profile for a forward mailbox

  1. Click the Users, Queues, and Forward Mailboxes tab, select the deployment that you want in the Select a Dynamics CRM Deployment to view users, queues, and mailboxes, and then click Load Data.

  2. On the Forward Mailboxes tab, select the forward mailbox that you want to modify, and then click Modify.

  3. In the dialog box, you can make changes to the following fields:

    • Name. Type the name that you want to give the forward mailbox.

    • Email Address. Type the email address for the mailbox.

    • Incoming Configuration Profile. Select the incoming configuration profile in the list.

    • Delete messages in forward mailbox after processing. You can select to delete email messages in the forward mailbox after they have been processed by the Email Router.

      System_CAPS_noteNote

      If you do not select this option, email messages must be removed manually when the number of email messages becomes very large and exceeds storage limitations.

  4. Click OK.

  5. Save the changes, click Publish.

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