Set the delivery method for incoming and outgoing email

  • Article

 

Applies To: Dynamics CRM 2015

When a user or queue is created in Microsoft Dynamics CRM, a mailbox for each user and queue is also created. To process email for these mailboxes, you must set the incoming or the outgoing delivery method. You do not need to set both.

Before you start, make sure you have the administrator permissions. You must also have Read and Write privileges on the Mailbox entity to edit mailboxes to set the delivery method.

  1. Go to Settings > Email Configuration.

  2. Choose Mailboxes.

  3. For each user or queue whose email must be processed through server-side synchronization, set Incoming Email to Email Router or Server-Side Synchronization or Forward Mailbox, and Outgoing Email to Email Router or Server-Side Synchronization.

To set the default delivery methods for multiple mailboxes, in the list of mailboxes, select the mailboxes, and then choose More (…) > Apply Default Email Settings.

Note

To open a mailbox associated to a specific queue or user, open the queue or user record, and in the Mailbox lookup, choose the mailbox name.

See Also

Configure server-side synchronization
Server-side synchronization
System Settings Dialog Box – Email Tab

© 2016 Microsoft Corporation. All rights reserved. Copyright