Microsoft Dynamics CRM 2011 Unleashed

Create the Rule Manually

For POP3 e-mail servers that support e-mail system rules where an e-mail message can be forwarded as an attachment, you can create the rule manually.

1. Open Outlook.

2. If you are working with Outlook 2007, on the Tools menu, click Rules and Alerts. When working with Outlook 2010, click Rules on the Ribbon.

3. On the E-mail Rules tab, click New Rule.

4. Select the Start from a Blank Rule option, make sure Check Messages When They Arrive is selected, and then click Next.

5. Select where my name is in the To or Cc box, and then click Next.

6. Select forward it to people or distribution list as an attachment, and then in the Step 2: Edit the rule description (click an underlined value) area, click people or distribution ...