Microsoft Dynamics CRM Customer Center

System Settings dialog box - Email tab

Use the settings on this page to configure email settings for Microsoft Dynamics CRM.

Open the Email System Settings dialog box

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

   Check your security role

   1. Follow the steps in View your user profile.

   2. Don't have the correct permissions? Contact your system administrator.

2. Follow the steps for the app you're using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

   2. click or tap Settings > Email Configuration

   3. Click or tap Email Configuration Settings.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Email Configuration

   2. Click or tap Email Configuration Settings.

3. Make changes to the following options:

   Settings	Description
   Configure email processing
   Process Email Using	Select whether you want to process email by using server-side synchronization or the Email Router.
   Configure default synchronization method	For any mailbox that is automatically created in CRM when a user or queue is created, the default email settings as defined in this section will be applied
   Server Profile	Select the email server profile that you want to use as default for processing.
   Incoming Email	Select whether you want to use CRM for Outlook, the Email Router or server-side synchronization, or a forward mailbox for processing incoming email.
   Outgoing Email	Select whether you want to use CRM for Outlook or the Email Router or server-side synchronization for processing outgoing email.
   Appointments, Contacts, and Tasks	Select whether you want to use CRM for Outlook or server-side synchronization to synchronize appointments, contacts, and tasks between CRM for Outlook and Microsoft Dynamics CRM.
   Email processing for unapproved users and queues	Select these check boxes if you want to allow email processing only for users and queues whose email address have been approved by the system administrator Process email only for approved users Process email only for approved queues
   Configure email correlation
   Use Correlation	Select this check box if you want to link email activities with other related records using the information in the email headers. This method uses properties of email for correlation and is more accurate than smart matching. Note Email correlation using email headers works only when email is processed using server-side synchronization. If you are using the Email Router to process email, you can use tracking tokens or smart matching to correlate email activities with the related records.
   Use tracking token	Select this check box to use tracking tokens and to configure how Microsoft Dynamics CRM displays them in the Subject line of the email messages. Use tracking tokens to more accurately determine if a new record is related to an existing, tracked record. When you change the email prefix, up to 256 characters are saved as history. Long prefixes or too many prefix changes may cause lost data in history.
   Use smart matching	Select this check box to use smart matching to correlate email based on the similarity between email messages.
   Set tracking options for emails between CRM users
   Track email sent between two CRM users as two activities	Select this option to create two email activities between Microsoft Dynamics CRM users, one for the sender and one for the recipient.
   Set email form options
   Use secure frames to restrict email message content	If this is set to Yes, you may see an error message “This content cannot be displayed in a frame.” when you are reading email. Although this can make sending sensitive content in email less secure, changing the setting to No typically eliminates this error.
   Allow messages with unresolved recipients to be sent	Set this to Yes if you want to send email messages that have unresolved recipients.
   Set file size limit for attachments
   Maximum file size (in Kilobytes)	Increase or decrease the allowed size of files that can be attached to records.
   Configure alerts	Select check boxes for the type of alerts that must be sent to CRM users: Error Warning Information
   Notify mailbox owner	By default, the system administrator is notified of any error that occurs for an email server profile. Select this check box if you also want to notify the mailbox owner.

4. To save your changes and close the dialog box, click or tap OK.

See Also

Set up email through server-side synchronization