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How to configure the email router for a user

• Synopsis

  This guide will show you how to configure the email router for a user.

• Applicable to

  All SherWeb hosted CRM accounts.

• Prerequisite

  • a SherWeb hosted CRM account
  • an Advanced or Enterprise plan (see SherWeb CRM plans)

• How to

  1. Log in to your CRM web interface.
  2. Navigate to the Settings Tab.
  3. Make sure that you are in the Administration window (in the left hand panel), then select Users.
  4. Double-click the user you wish to configure.
  5. In the Information window, click on E-mail access type – Incoming and E-mail access type – Outgoing dropdown menus, and select E-mail Router for both configurations. Click Save and Close.
  6. Open the Tools menu in the CRM toolbar, then click on Options.
  7. Click on the E-mail tab.
  8. Check Allow E-mail Router to use my credentials to send and receive e-mail on my behalf.
  9. Enter your e-mail address in the User name field and your password in the Password field. In Select the E-mail messages to track in Microsoft Dynamics CRM, select which type of messages to track.
  10. Click OK

   

  Note: After setting up your email router, you will need to send us a list of names of the users to include in the router.

  If you need further assistance, please do not hesitate to contact us.
   

• Keywords

  CRM, email, router