Peter Gernburd's MSCRM and SharePoint Lounge

 

The way in which a user’s e-mail is sent from within the Microsoft CRM is configured on the user profile in the Microsoft CRM.
CRM -> Settings -> Administration -> Users -> User Profile Record

 

For both the incoming and outgoing access types, you can select to have CRM e-mail activities use the E-mail Router (if installed), or Microsoft Dynamics CRM for Outlook to act as the sending agent. In CRM4, you can configure the CRM for Outlook to deliver standard Outlook e-mails, CRM-tracked e-mails, and e-mail activities created from within the CRM. 

To allow CRM for Outlook client to send all CRM e-mail activities:

1)      Navigate to CRM -> Settings -> Administration -> Users -> User Profile Record

2)      Select Microsoft Dynamics CRM for Outlook on both Incoming and Outgoing e-mail access types in the E-mail Access Configuration for each User Profile Record that should use the CRM for Outlook to send CRM e-mail activities.

Click ‘Save and Close’

3)      On each Outlook profile, open the Set Personal Options by clicking CRM -> Options

4)      Switch to the E-mail tab

5)      Under ‘Check how CRM for Outlook should integrate e-mail with Microsoft Dynamics CRM’ check on:  Allow Microsoft Dynamics CRM to send e-mail using CRM for Outlook

When an e-mail activity is created and sent by that user, this e-mail activity will be sent through Outlook on next synchronization.