Thursday, March 17, 2016

Configuring Forward Mailbox in Microsoft Dynamics CRM and Exchange Online

For incoming emails you can use either of mailbox configuration.

  • Individual Mailbox - Each CRM user has its own incoming and outgoing server synchronization set up.
  • Forward Mailbox- A centralized mailbox at exchange, CRM monitors this mailbox for incoming messages. And all CRM user's mailbox monitors this Forward mailbox.
Forward mailbox reduces administrative effort. To configure forward mailbox, adminstrators would require to do configuration (Create rules to send incoming emails to Centralized mailbox) both at Exchange and CRM end.

Configuration Exchange On-line

In the above diagram, Mailbox 1, Mailbox 2 and Mailbox 3 have rules on incoming emails, if rule condition matches then incoming email is forwarded as attachment to Mailbox 4.

Rule - Exchange Online

Configuration Microsoft Dynamics CRM

Add Forward Mailbox

Go to Settings, Email configuration.then click mailboxes. Click Add new forward mailbox. 


  • Email address will be your exchange email address (Mailbox that receives all the forwarded emails)
  • Server Profile should be Microsoft Exchange Online (If exchange is hosted in office 365)
  • Incoming Email should have server side synchronization. 
  • Forward mailboxes does not have Outgoing email synchronization. It should be set "None"

Click Save, Approve Email and Test and Enable Mailboxes.

Update User Mailbox - Change Synchronization Method (Incoming Email)

Open any existing user mailbox and change incoming synchronization from "server side synchronization" to "forward mailbox".

Click Save and Test and Enable Mailboxes.

Now you are all set to receive emails from forward mailbox in MS CRM. 


  1. Great article, but I have a problem setting this up. I get 'An error occurred while creating the email.. and in the logs 'Email for Forward Mailbox xxx was rejected because the email was not a valid forwarded mail item. This is crm and exchange on premise. I am forwarding as attachment to this central mailbox. Any ideas? Thanks

  2. Can this be used for outgoing email?

  3. Getting this error.

    Email for Forward Mailbox was rejected because the email was not a valid forwarded mail item.

    1. Hi,

      Were you able to sort this Issue ?

      I am getting the Same Error as you.


  4. Amazing information that you have shared with us, your blog is really full of knowledge about business analyst. This amazingly help me to understand Microsoft CRM consultant skills. Thank you so much for sharing this with us.