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CRM 4.0 E-Mail Router manual forwarding Rule Setup in Outlook.

January 27, 2010

If you use the CRM 4.0 e-mail router with the forwarding mailbox, you have to deploy forwarding rules to the mailbox of every CRM user. While the rule deployment wizard that comes with the e-mail router is great for on premise exchange environments, sometimes you have to set up a manual forwarding rule. Specifically, you need to create a mailbox rule that will forward all of the e-mail that you want processed by CRM as an attachment to the CRM mailbox. Here's how a user can do this from within Outlook.

To set up a manual forwarding rule in Outlook, first click on "tools", then "rules and alerts"

on the rules and alerts form, click on "New Rule"

in the "start from a blank rule" section, choose "check messages when they arrive"

under step one conditions you can either leave all boxes blank or select "where my name is in the To or CC box" to reduce forwarded traffic. Click "next".

On the “actions” form, click "forward it to people or distribution list as an attachment" and in the step two box click on "people or distribution list".

Choose the CRM forwarding mailbox from the list on the rule address form, and click OK to select the proper account. When you return to the rules Wizard form, you should see the e-mail account for the forwarding mailbox in the step two box. If this is correct, click finish.