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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Company email mailbox ...
Microsoft Dynamics CRM (Archived)

Company email mailbox and CRM 2013

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Posted on by mtkeenan 1,895

Hi,

I'm new to CRM and have loads to learn so please excuse my lack of knowledge.  One of our clients has a mailbox for himself and that can send emails from CRM 2013 using outlook.  

He explained that his company has a mailbox (info@companyname.com) and wants to send emails from crm using that.  He has outlook set up on another computer for that account (info@companyname.com) but can't send as he's logging into crm using his account.  

My question is this - does the info@companyname.com mailbox account have to have a CRM login account?  

Many thanks

Martin

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  • Verified answer
    Hosk Profile Picture
    Hosk on at

    one of the useful parts of CRM is the way it can link activities like emails to other entities/records in CRM, this activities are also usually linked to a person.

    One question you need to think about is whether he want email activities to be linked to the one email address or does he want email messages to be linked to individuals, so later when other users are looking at this information they can see who it was.

    If you are using outlook to send emails I think the new email box would need a CRM account but if you setup the CRM router then you might be able to set this up.

  • mtkeenan Profile Picture
    mtkeenan 1,895 on at

    Hi

    Set it up with email router and it works now.

    cheers

    Martin

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