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Set e-mail access type to the Outlook Client in Microsoft Dynamics CRM

To use Microsoft Outlook as the e-mail client in a new installation of Microsoft Dynamics CRM, no additional configuration in Microsoft Dynamics CRM is required. This is because new users of Microsoft Dynamics CRM are automatically configured to use Microsoft Dynamics CRM for Outlook as the incoming and outgoing e-mail client. This configuration setting can be found in the E-mail Access Configuration area of the user record.

Email access configuration type: Outlook

However, because these settings can be changed, you should make sure that Microsoft Dynamics CRM for Outlook is configured as the incoming and outgoing e-mail client for each user.

To set a user’s e-mail access type

  1. Open the Microsoft Dynamics CRM Web client as a user who has the Microsoft Dynamics CRM system administrator role.

  2. Click Settings, click Administration, and then click Users.

  3. Double-click the user’s name to open the user record.

  4. Select Microsoft Dynamics CRM for Outlook from the E-mail access type – Incoming list.

  5. Select Microsoft Dynamics CRM for Outlook from the E-mail access type – Outgoing list.

  6. Click Save & Close.

 
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