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Editorial Team
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Asked: 2026-05-12T13:57:20+00:00

I’m Creating a workflow that needs to send the users an email on set

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I’m Creating a workflow that needs to send the users an email on set events. This I don’t have a problem with. However can someone please confirm if you need the local windows SMTP service installed or if I can use another method for it to send the emails.

UPDATE
Ok I’ve just read about the E-mail Router, just need to find out where it is, and how to get to the configuration settings.

UPDATE

Update 2
Right, Iv’e looked into it and the e-mail router configuration is not used on this CRM set-up, it used an Outlook Add-in which I cant find a lot of into on.

However it appears to work flawlessly.
end update 2

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  1. Editorial Team

    It looks like there are at least two options, one which uses the SMTP or exchange. And another which is an outlook plugin. Which syncs the emails with the owners outlook and then sends out the emails.

    EDIT
    So the two options which both work are:

    1. Email Router – This appears to be the standard and can use various email servers
    2. Outlook add-in – This sends email based on the owner/email settings in the CRM record.
      This works with any email CRM wants to send, and even works with workflows.

    I’ve not got to the bottom of why the outlook add-in has been used at this site, however the workflow functions appear to run without problem, and seamlessly to the owner/user.

    end edit

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