Hello - What are the "send as user" requirements for email in crm? For example, say user "John Smith" is an owner for a case and wants
to reply to an associated email as himself as opposed to the system account.
The default "send email" option for a user is "using crm for outlook." Therefore, I'm assuming that a user is required to have the crm client for outlook installed locally in order to send an email as himself through crm? Is this correct?
Is the default installation of the outlook crm client sufficient or is any additional configuration required, for the outlook crm client or primary crm system?
The default "send email" option for a user is "using crm for outlook." Therefore, I'm assuming that a user is required to have the crm client for outlook installed locally in order to send an email as himself through crm? Is this correct?
Is the default installation of the outlook crm client sufficient or is any additional configuration required, for the outlook crm client or primary crm system?