Set personal options in Microsoft Dynamics CRM

After Microsoft Dynamics CRM for Outlook has been installed, the user must update their personal options to allow the sending and tracking of e-mail messages. The user can send, receive, and route e-mail to Microsoft Dynamics CRM.

To change a user’s personal options

  1. Open Microsoft Dynamics CRM for Outlook.

  2. Click the CRM menu and then click Options.

  3. In the Set Personal Options dialog box, click the E-mail tab.

  4. Check the two boxes under Select how CRM for Outlook should integrate e-mail with Microsoft Dynamics CRM.

CRM for Outlook email integration

You have completed the steps to configure Microsoft Outlook as the Microsoft Dynamics CRM E-mail Router.