Set up Auto BCC in Outlook 2016

Anonymous
2016-06-30T20:57:30+00:00

How do I set up an Auto BCC to my CRM in Outlook 365?

Thanks.

Outlook | Windows | Classic Outlook for Windows | For home

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Anonymous
2016-12-28T15:59:02+00:00

You can do effectively the same thing as auto-BCC with a new rule.  This one works for me:

  1. Go to the "home" tab of the ribbon/toolbar
  2. Click the "rules" dropdown and select "Manage Rules & Alerts"
  3. From the "Rules and Alerts" dialog box, select "New Rule"
  4. This pops up a "Rules Wizard" with a number of templates in it.  Pick "Apply rule on messages I send", and hit "Next".
  5. The next dialog shows conditions, leave all unchecked and hit "Next".  You'll get the warning "This rule will be applied to every message you send", hit "Yes".
  6. The next dialog lets you select what to do with the message - check next to "move a copy to the specified folder".  At the window in the bottom of this dialog you'll see the line "move a copy to the specified folder" appear, click the underlined word "specified", from the resulting dialog pick your Inbox and hit "OK".
  7. The next dialog lets you pick exceptions, click "Next" again.
  8. The final dialog lets you name the rule, make sure "Turn on this rule" is selected.  The rule showing in the bottom window should read
    1. "Apply this rule after I send the message"
    2. "move a copy to the Inbox folder"
  9. Click "Finish" and the new rule will be created.
  10. Hit "OK" one more time to leave the "Rules and Alerts" dialog.

Best of luck...

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  1. Anonymous
    2016-07-01T07:49:42+00:00

    Hi Miles,

    Thanks for your update.

    By default, there is no BCC option when we create rules in Outlook client. If you have concern of this, we suggest you submit feedback to our relevant team via the Send a smile button in the upper right corner in your Outlook.

    As a workaround, if you are an administrator of your organization, I would suggest you use the transport rule to BCC other users when emails are sent from a specific user. Here are the steps below:

    1. Log into Exchange admin center (https://outlook.office365.com/ecp/ ).
    2. Click mail flow>> rules >> click add, then create a rule as screenshot shows below:

    Moreover, other community members who have the similar question are welcome to share their experiences for the specific scenario, so that we can learn from each other.  

    Regards,

    Poppy

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  2. Anonymous
    2016-06-30T23:47:43+00:00

    Even under "Custom Rules" there is no action that allows me to set a BCC. (There is one for "CC").

    I want all my outgoing emails Blind Copied to my CRM.

    Thanks.

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  3. Anonymous
    2016-06-30T23:22:47+00:00

    Hi Miles,

    To manage email messages by using rules, please refer to the article below:

    https://support.office.com/en-us/article/Manage-email-messages-by-using-rules-c24f5dea-9465-4df4-ad17-a50704d66c59?ui=en-US&rs=en-US&ad=US

    If it cannot meet your requirement, please give more description of your requirement.

    Regards,

    Poppy

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