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Email Issue in CRM 4.0 RRS feed

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    I use send e-mail action from workflow and didnt specify sender and run workflow.

    When I open my outlook and check , I saw email is under sent items and not under inbox after I clicked synchronize with CRM from CRM Menu..Actually I'm trying to send  email to my office mail from client place...Would that be issue ? And I'd like to know how CRM manage to send email from outlook ? How does it work behind ?

    I'm using CRM4 .

    ei
    Tuesday, March 22, 2011 4:01 AM

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    When you User record in CRM is configured with 'E-mail access type - Outgoing' set to 'Microsoft Dynamics CRM for Outlook', all outgoing email from your User is sent via the CRM Outlook Client add-in.  As you've discovered, this occurs during a synchronisation between the Outlook Client and CRM.

    By default the synchronisation is configured to occur every 15 minutes; it can also be triggered as you have done by a manual synchronisation.

    And yes, this does mean that if a User does not have their Outlook Client either open or connected to CRM that corresponding outgoing email will be stuck in 'Pending' until they reconnect and synchronise.

    Generally if you are sending emails via workflow you should specify a sender for whom the Email Router is configured; this removes the reliance on the Outlook Client should the sender be on leave etc.

    --pogo (pat)
    Tuesday, March 22, 2011 5:38 AM

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    When you User record in CRM is configured with 'E-mail access type - Outgoing' set to 'Microsoft Dynamics CRM for Outlook', all outgoing email from your User is sent via the CRM Outlook Client add-in.  As you've discovered, this occurs during a synchronisation between the Outlook Client and CRM.

    By default the synchronisation is configured to occur every 15 minutes; it can also be triggered as you have done by a manual synchronisation.

    And yes, this does mean that if a User does not have their Outlook Client either open or connected to CRM that corresponding outgoing email will be stuck in 'Pending' until they reconnect and synchronise.

    Generally if you are sending emails via workflow you should specify a sender for whom the Email Router is configured; this removes the reliance on the Outlook Client should the sender be on leave etc.

    --pogo (pat)
    Tuesday, March 22, 2011 5:38 AM
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    To add to what Pat mentioned, there is a configurable setting in CRM Outlook Client installation (Diagnostics wizard -> present in the Start Menu -> Programs -> [CRM for Outlook] -> Diagnostics). This setting can be used to allow or not allow outlook client to pick emails from RM for sending out.
    Wednesday, March 23, 2011 2:46 AM