Hi,
CRM 2011 cannot natively send e-mail activities. So either the e-mail router needs to be used or the users need to have the Outlook client installed on their machines. You can also use a mix of the 2 if you like. 10 users can use the router
and 20 users use the Outlook client for example, or the router can be used for only outbound e-mail and Outlook clients used for only incoming e-mail, etc. It just depends on the needs of the business or personal preference. Do note that when
it comes to any bulk e-mail being sent, the e-mail router is better designed for this purpose and can do it more efficiently and quickly rather than using only the Outlook client to send bulk e-mail.
In you case, it looks like you have your user record set to use the Outlook client for incoming and outgoing e-mail. I also have to assume that the e-mail activity that is not being sent shows you as the sender. The Outlook client will only look
in CRM and send e-mails for that specific owner. So if you have a workflow that were to create activities to send from a single account, then that specific account would need to have an Outlook client set up (however, for this scenario, I personally
would just set up the e-mail router to send out the e-mail).
If the e-mail activity is not being sent out by your Outlook client and you are the sender of the e-mail, you need to look in your personal settings by accessing them through the Outlook client. Import to note that your personal settings are context
sensitive, meaning that you will see different tabs and options depending on how you access them. Either through the browser or through Outlook.
In Outlook, access your CRM user personal settings, click on the e-mail tab and you will see some options. You will see an option listed that gives the Outlook client permission to look in CRM and send outbound mail for you. My guess is that
for some reason, this setting currently is set to not allowed. I have seen this happen before. But note that all your pending mail will go out. So make sure that you don't have any old pending mail that you don't want sent out at this time,
for example because it is 2 months old and no longer relevant, etc.
Jason Peterson
Jason Peterson
