CRM 4.0 E-Mail Router manual forwarding Rule Setup in Outlook.

To set up a manual forwarding rule in Outlook, first click on “tools”, then “rules and alerts”


on the rules and alerts form, click on “New Rule”


in the “start from a blank rule” section, choose “check messages when they arrive”


under step one conditions you can either leave all boxes blank or select “where my name is in the To or CC box” to reduce forwarded traffic. Click “next”.


On the “actions” form, click “forward it to people or distribution list as an attachment” and in the step two box click on “people or distribution list”.


Choose the CRM forwarding mailbox from the list on the rule address form, and click OK to select the proper account. When you return to the rules Wizard form, you should see the e-mail account for the forwarding mailbox in the step two box. If this is correct, click finish.


Your rule has now been created.

Hope this helps!

Stephen Noe, MCT

About stephenvnoe

CRM & XRM solution architect and project lead. I provide CRM design, services, mentoring & support to all manner of front office solutions and CRM projects.
This entry was posted in CRM, CRM 4.0 and tagged . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s