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I've set up some processes, one of them emails myself and a colleague if a case hasn't been updated in the last 24 hours.
However, despite setting this an an automatic organization process, we only receive the emails once I've logged into Outlook. So when I'm away for a week, nobody gets the emails.
What setting am I missing ? Surely it's the server which is running the background task and sending emails regardless of me launching outlook ?
In the email itself, I've got it specified as coming from me
in the outgoing email profile probably you selected outlook as outgoing profile.
Set the outgoing email profile as " Server side synchronizarion or email router" to send email automatically without opening outlook.
TO do this go to Settings->Email Configuration->Mailboxes then select corresponding mailbox and change the outgoing profile.
thanks for that. I've set it and will see what happens and report back
I've now logged into the CRM after a day out of the office, and I'm getting this
Email cannot be sent because your mailbox Mat Dunning does not have an email server profile associated with it or the email server profile is inactive. Associate an active email server profile with the mailbox, and enable the mailbox for sending email
do I need to do something else ?
can anybody help on the above, otherwise I'll set it back to Outlook. At least I'm getting messages then.
Hi, going back to this, I've set Server-side Synchronisation or Email router to the outgoing email setting on the mailbox as above.
I then created an Email Server Profile, to use server type exchange, and auto discover location. I've set credentials for incoming to "credentials specified in email server profile" and the same to use for outgoing. I'm not sure where I input these details
On the server profile (which I'm using for the mailbox, it has a warning that one or more active mailboxes associated to this email server profile are disabled" - which is my main mailbox set at the top of this message.
If I go back to the mailbox, it says the mailbox is disabled for processing
Any guesses. I'm a bit lost here. I just want background email sending.
Hi- did you every determine what the problem was here? I'm having the exact same issue. Cheers
I'm afraid not. I played around with the settings trying to use the email router etc, and get it out of the crm outlook addon, but to no avail. In the end I went back to Outlook CRM and just make sure I boot it up every work day. It's a typical Microsoft thing, make something far too complex to accomplish a very simple task - i.e. send email in the background from a server.
if you get anywhere then please let me know :)
If you are using the CRM for Outlook addin, Outlook must be open in order for it to send emails. This is the same as standard email functionality. However, if you need this to work outside of the Outlook client, email router or Server Side Sync will be needed. Here is some documentation on these.
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