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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Option to Allow other ...
Customer experience | Sales, Customer Insights,...
Suggested answer

Option to Allow other Microsoft Dynamics CRM users to send e-mail on your behalf not available

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Posted on by heather.nguyen 10

Hello,

We are experiencing a problem where any new users that are added to our Dynamics 365 system do not have the option to select "Allow other Microsoft Dynamics CRM users to send e-mail on your behalf."

pastedimage1665425775298v1.png

I already verified in the mailbox settings that both incoming and outgoing email is set to server-side synchronization or email router.

pastedimage1665425888386v2.png

Does anyone know what other permissions might be controlling that field?

Thanks,

Heather

I have the same question (0)
  • Thomas Goehrig Profile Picture
    Thomas Goehrig 20 on at
    RE: Option to Allow other Microsoft Dynamics CRM users to send e-mail on your behalf not available

    Hi Heather,

    Were you able to resolve? I would review each "security role" assigned to the user and makes sure under the "Business management" tab that "send email as another user" has organization permissions (full green circle).

    Then have that user open the "Personalization" Settings, click "email" tab and see if they can "check" send email on behalf of another users.

    Thanks,

    Tom

  • heather.nguyen Profile Picture
    heather.nguyen 10 on at
    RE: Option to Allow other Microsoft Dynamics CRM users to send e-mail on your behalf not available

    Hi Thomas,

    That is the issue. That option is not available on the email tab for any new users we have added.

    Thanks,

    Heather

  • Suggested answer
    Thomas Goehrig Profile Picture
    Thomas Goehrig 20 on at
    RE: Option to Allow other Microsoft Dynamics CRM users to send e-mail on your behalf not available

    Once you are in the "Personalization" Settings select the "email" tab to the far right

    pastedimage1665433181808v1.png

    Thanks,

    Tom

  • heather.nguyen Profile Picture
    heather.nguyen 10 on at
    RE: Option to Allow other Microsoft Dynamics CRM users to send e-mail on your behalf not available

    Hi Andrey,

    The users also all have a security role with "Send Email as Another User" privilege.

    pastedimage1665428976994v1.png

    Thanks,

    Heather

  • Kipetcoff Profile Picture
    Kipetcoff 1,037 on at
    RE: Option to Allow other Microsoft Dynamics CRM users to send e-mail on your behalf not available

    Hello,

    Please check user permissions

    learn.microsoft.com/.../send-email-on-behalf

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