System Settings Dialog Box - E-mail Tab

If you need to back up your settings or export your settings for use in a different implementation of Microsoft Dynamics CRM, export your settings as part of exporting customizations of a solution. More information: Export a solution

Can I do this task?

1. Navigate to e-mail settings.

   In the Navigation Pane, click Settings, click System, click Administration, and then click System Settings. Click the E-mail tab.

2. Make changes to the following options:
   • Configure e-mail processing

     Select options to prevent the Microsoft Dynamics CRM E-mail Router from processing e-mail from unapproved e-mail addresses.

   • Use tracking token

     Select this check box to use tracking tokens and to configure how Microsoft Dynamics CRM displays them in the Subject line of the e-mail messages. Use tracking tokens to more accurately determine if a new record is related to an existing, tracked record. When you change the e-mail prefix, up to 256 characters are saved as history. Long prefixes or too many prefix changes may cause lost data in history.

   • Track e-mails sent between CRM users as two activities

     Select this option to create two e-mail activities between Microsoft Dynamics CRM users, one for the sender and one for the recipient.

   • Set E-mail form options

     Select the options for e-mail forms.

   • Set file size limit for attachments

     Increase or decrease the allowed size of files that can be attached to records.

     The file size limit that you specify for attachments also limits the size of Web resources that you can upload in Microsoft Dynamics CRM.

3. To save your changes and close the dialog box, click OK.