Robert MacLean
7 January 2008
In MSCRM 4.0 you can specify how the user works with their incoming and outgoing email. Incoming is none, the router, outlook client or the forward mail box while outgoing is the router, outlook client or none. There is two ways to config this, one get the user to set it in their settings (yeah right) or go through the users in the admin side, manually, one by one (boring and a waste of time). Well you can create a simple workflow to do it bulk:
- Step 1: Create a new blank workflow and set the entity to system user (despite my picture). http://www.sadev.co.za/files/user1.png
- Step 2: Turn off the automatic options (well maybe, you may want this to run on create so future users also are set right). Click "On Demand" under available to run. Add a step to update the user. http://www.sadev.co.za/files/user2.png
- Step 3: Click the set properties and update the "Email Access Configuration" to your preferred method. http://www.sadev.co.za/files/user3.png
- Step 4: Save your work flow and now click the "Run Workflow" button on the user list and select your workflow and click OK. http://www.sadev.co.za/files/user4.png