{"id":25753,"date":"2020-11-24T12:05:02","date_gmt":"2020-11-24T12:05:02","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=25753"},"modified":"2020-11-24T13:15:35","modified_gmt":"2020-11-24T13:15:35","slug":"how-to-route-emails-based-on-rules-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/11\/how-to-route-emails-based-on-rules-in-dynamics-365\/","title":{"rendered":"How to Route Emails Based on Rules in Dynamics 365"},"content":{"rendered":"<h1>Introduction<\/h1>\n<p style=\"text-align: justify;\">In Dynamics 365, we can send\/receive emails using Microsoft Exchange Online within the organization or outside the organization. Also, users can add rules\/filter\/restrict email using the additional setting in Outlook.<\/p>\n<p style=\"text-align: justify;\">There is another way where users can also create rules\/filters for email using the <strong>Exchange Admin Center<\/strong> in Dynamics 365.<\/p>\n<p style=\"text-align: justify;\">So in this blog, we will discuss how to add rules in the Exchange Admin Center to route the emails using rules.<\/p>\n<p style=\"text-align: justify;\">Below are the steps to add Rules in Exchange Admin Center:<\/p>\n<p><strong>Steps 1:<\/strong> Go to <a href=\"https:\/\/admin.microsoft.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/admin.microsoft.com\/<\/a> and log in with the <strong>Global Administrator<\/strong> privilege.<\/p>\n<p style=\"text-align: justify;\"><strong>Steps 2:<\/strong> Click on \u201c<strong>Exchange<\/strong>\u201d from the left-hand side menu. It will open the Exchange Admin Center.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25754 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-1.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"712\" height=\"547\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-1.png 712w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-1-300x230.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-1-660x507.png 660w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Step 3:<\/strong> In Exchange Admin Center we can see the different settings option available, here, we need to click on\u201c<strong>Mail flow<\/strong>\u201d:<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25755 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-2.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"581\" height=\"426\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-2.png 581w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-2-300x220.png 300w\" sizes=\"(max-width: 581px) 100vw, 581px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Then we need to click on the (+) button to add the rule, you can see some OOB rules are present in the drop-down list as shown below. If you want to add a custom rule then click on \u201c<strong>Create a new rule<\/strong>\u201d.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-3.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25756 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-3.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"987\" height=\"472\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-3.png 987w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-3-300x143.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-3-768x367.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-3-660x316.png 660w\" sizes=\"(max-width: 987px) 100vw, 987px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Steps 4:<\/strong> After clicking on \u201c<strong>Create a new rule<\/strong>\u201d a pop up opens as shown below :<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-4.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25757 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-4.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"1327\" height=\"633\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-4.png 1327w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-4-300x143.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-4-768x366.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-4-1024x488.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-4-660x315.png 660w\" sizes=\"(max-width: 1327px) 100vw, 1327px\" \/><\/a><\/p>\n<ul>\n<li><strong>Name<\/strong>: You can provide the name of the rule.<\/li>\n<li><strong>*Apply this rule if..<\/strong>: You can select an option from the drop-down list to which you want to apply this rule to.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-5.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25758 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-5.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"595\" height=\"288\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-5.png 595w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-5-300x145.png 300w\" sizes=\"(max-width: 595px) 100vw, 595px\" \/><\/a><\/p>\n<ul>\n<li>If you want to add multiple conditions to this, click on \u201c<strong>more Option\u201d:<\/strong><\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-6.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25759 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-6.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"630\" height=\"408\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-6.png 630w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-6-300x194.png 300w\" sizes=\"(max-width: 630px) 100vw, 630px\" \/><\/a><\/p>\n<ul>\n<li>Now you can select multiple conditions by clicking \u201c<strong>Add Condition<\/strong>\u201d as shown below:<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-7.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25760 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-7.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"828\" height=\"386\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-7.png 828w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-7-300x140.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-7-768x358.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-7-660x308.png 660w\" sizes=\"(max-width: 828px) 100vw, 828px\" \/><\/a><\/p>\n<ul>\n<li>*<strong>Do the following&#8230;: <\/strong>You can select the action that should execute when the applied condition is satisfied. You can add multiple actions as shown below<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-8.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25762 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-8.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"716\" height=\"467\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-8.png 716w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-8-300x196.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-8-660x430.png 660w\" sizes=\"(max-width: 716px) 100vw, 716px\" \/><\/a><\/p>\n<ul>\n<li><strong>Except if:<\/strong>\u00a0you can add a condition to not allow some users to send email\/ perform word matching, etc.<\/li>\n<li>You can also add some additional information in the below option and click on the \u201c<strong>Save<\/strong>\u201d button to save Rule in Mail Flow.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-9.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25761 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-9.png\" alt=\"How to route emails based on Rules in Dynamics 365\" width=\"1341\" height=\"573\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-9.png 1341w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-9-300x128.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-9-768x328.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-9-1024x438.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-route-emails-based-on-Rules-in-Dynamics-365-9-660x282.png 660w\" sizes=\"(max-width: 1341px) 100vw, 1341px\" \/><\/a><\/p>\n<h1><strong>Conclusion<\/strong><\/h1>\n<p style=\"text-align: justify;\">Using <strong>Mail Flow<\/strong> in <strong>Exchange Admin Center<\/strong> we can add rules to route emails in Dynamics 365.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-25770 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-Route-Emails-Based-on-Rules-in-Dynamics-365.jpg\" alt=\"How to Route Emails Based on Rules in Dynamics 365\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-Route-Emails-Based-on-Rules-in-Dynamics-365.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-Route-Emails-Based-on-Rules-in-Dynamics-365-300x75.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-Route-Emails-Based-on-Rules-in-Dynamics-365-768x192.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/11\/How-to-Route-Emails-Based-on-Rules-in-Dynamics-365-660x165.jpg 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction In Dynamics 365, we can send\/receive emails using Microsoft Exchange Online within the organization or outside the organization. Also, users can add rules\/filter\/restrict email using the additional setting in Outlook. There is another way where users can also create rules\/filters for email using the Exchange Admin Center in Dynamics 365. So in this blog,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/11\/how-to-route-emails-based-on-rules-in-dynamics-365\/\">Read More: How to Route Emails Based on Rules in Dynamics 365 &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,19],"tags":[533,688,715,2090],"class_list":["post-25753","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","tag-dynamics-365","tag-dynamics-crm-route-optimization","tag-email","tag-rules"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Introduction In Dynamics 365, we can send\/receive emails using Microsoft Exchange Online within the organization or outside the organization. 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