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Allow other Microsoft Dynamics CRM users to send email on your behalf - unable to see this option MSCRM 2016

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Posted on by pavana

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Unable to see this option - "Allow other Microsoft Dynamics CRM users to send email on your behalf"

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razdynamics 17,308 User Group Leader on at

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Hi Pavana

Then probably your Users Profile settings for “Email access type Incoming/Outgoing” are not set accordingly:

After you choose the “Email access type – Incoming” as Email Router, in your Personal options you will find the option for “Allow use of Email Credentials” And after you choose the “Email access type – Outgoing” as Email Router, in your Personal options you will find the option for “Allow use of Email Credentials” and “Select whether other users can send email for you”

Best Wishes, Raz

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pavana 745 on at

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hi ,

Email access type – Incoming -- i am not able to find this option . Can u please assist.

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Community Member on at

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Hi pavana,

Raz is referring to your user's mailbox record that you configure for email. Goto Settings->Email Configuration->Mailboxes and find the mailbox for your user. When you open it you will see entries for Incoming and Outgoing email. Once you configure those for the Email Router (or server side sync) you will see in your Personal Options (under Email tab) the ability to have CRM send emails on your behalf. Here is a screenshot:

Hope that helps.

John

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pavana 745 on at

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Thank you. And this has to be configured only for admin ??

If i want to Trigger mail through workflow , should i configure the email router and how?? Please update.

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razdynamics 17,308 User Group Leader on at

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Hi Pavana, Yes Once you Enable this on the Options for the mailbox you want the users to send from, you will also need give your users the Security Role to "send email as another user" under the Business Management Tab of the Security Role.

Best Wishes, Raz

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heather.nguyen 10 on at

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Hi John,

I am having a similar problem. I verified that the incoming/outgoing email are set to server-side sync/email router, and the users still don't have the "Allow other Microsoft 365 user to send email on your behalf" available.

Any other suggestions on what it might be?

Thanks,

Heather

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