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Customer experience | Sales, Customer Insights,...
Suggested Answer

Sending email from personal email address and receiving it on a different email address in CRM

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Hello Experts,

We have a scenario with one of our customers where we are required to configured personal mailboxes of users for outgoing emails only and if the customer responds to the email we do not want that email to be received in the outlook either. So here is the flow:

  1. 1. My personal email address is hammad@testcompany and only my outgoing profile is configured in CRM with server-side sync.
  2. 2. I send an email to the customer with my personal email address from CRM.
  3. 3. If the customer replies to the same email then the reply that is sent from the customer should not be received by me even on outlook.
  4. 4. The reply should directly be received at sales@testcompany.com as we have the incoming profile configured in CRM for this common mailbox.

As I understand, there needs to be a rule on the exchange server level that any email coming to my mailbox should be routed to the sales@testcompany.com email directly so that I do not see it in my outlook either. Please let me know if you guys have any other suggestions around it.

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    I think what you need in this situation is Forward mailbox.

    See below article to configure the same
    https://community.dynamics.com/crm/b/crmeventexecutionpipeline/posts/configuring-forward-mailbox-in-microsoft-dynamics-crm-and-exchange-online

    Please Mark My Answer Verified If I Were Helpful

  • Community Member Profile Picture
    on at

    Hello Bipin,

    The forward Mailbox will not work because the users would still see the email in there outlook.

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