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
    2019-03-07T11:22:05+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.

    Exactly.

    People like to give answers they know, not which answer the question asked...

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  2. Anonymous
    2019-02-14T21:27:12+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...

    This is no help at all if you need to auto-bcc another email address to file it in your CRM system....

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  3. Anonymous
    2019-02-12T21:23:17+00:00

    Is there a way to add an exception to the VBS script?  I'd like to BCC on external emails ONLY, so basically all emails except our domain.  Is that possible?  

    Thanks!

    Dave Nelson

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  4. Anonymous
    2019-01-10T21:08:01+00:00

    I don't think that this is the same as trying to BCC a CRM, but yes, you should be able to. 

    On each computer, in the rules wizard, send outbound messages not clicking anything in the first step "Select Conditions".

    It will have a pop-up that it will go to all outbound messages. Click okay.

    Then assign it a category, CC yourself, stop processing more rules and click Finish.

    (A pop up will tell you it will only apply to that computer, which is why you will want to do it on both).

    Next create a rule for each category coming from your email address.

    From - [Your email address]

    and

    Category - [PC or Laptop]

    "Next"

    move to - [Folder]

    "Finish".

    Hopefully this helps you.

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