Set the delivery method for incoming and outgoing email

When a user or queue is created in Microsoft Dynamics CRM, a mailbox for each user and queue is also created. To process email for these mailboxes, the incoming and outgoing delivery method must be set.

Before you start, make sure you have the administrator permissions. You must also have Read and Write privileges on the Mailbox entity to edit mailboxes to set the delivery method.
On the nav bar, click or tap Microsoft Dynamics CRM > Settings.
On the nav bar, click or tap Settings > Email Configuration.
Click or tap Mailboxes.
For each user or queue whose email must be processed through server-side synchronization, set Incoming Email to Email Router or Server-Side Synchronization or Forward Mailbox, and Outgoing Email to Email Router or Server-Side Synchronization.

To set the default delivery methods for multiple mailboxes, in the list of mailboxes, select the mailboxes, and then click or tap the More Commands (…)icon > Apply Default Email Settings. System Settings dialog box - Email tab.

Note

To open a mailbox associated to a specific queue or user, open the queue or user record, and in the Mailbox lookup, click or tap the mailbox name.