Set up Auto BCC in Outlook 2016

You can do almost the exact thing without any VBA. 

Set up a rule to: 

1. On all messages sent cc: yourself

Set up another rule to:

1. On all messages received where:
2. "my name is in the CC box" 
3. and from <your email here>
4. Forward to <your CRM email here>
5. and delete it

This will put your name in the cc: box of your outgoing emails, but will also then forward them to your desired email address. 

This breaks. Because you're sending everytime you forward, then it CC's you again creating a loop. MS Stops it after the first run, then the rules don't work unless you run them. Pain in the rear. Use the VB Code.

You need VBA code to implement it. Here's the answer:

http://www.outlookcode.com/article.aspx?id=72

For those looking for the EXACT answer to this question... Below is a simple step by step guide.

UPDATE - I've adjusted the code a little, to fix a need (including current bcc entries).

The link above does this by using a Macro.  To BCC a CRM (or any resolvable email address), please follow the steps below.

• To Create a Macro, Select the "Developer" tab in the Ribbon. Then Click "Visual Basic."
• In the left-hand pane, select "Microsoft Outlook Objects" and double click "ThisOutlookSession," under "Project1" (if you have no other Macros).
• In the new window, copy and paste the following code:

Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)

' ###### Setting variables

Dim objRecip As Recipient

Dim strMsg As String

' ###### ### Added curBcc to include current bcc entries ###

Dim curBcc As String

Dim res As Integer

Dim strBcc As String

' ###### if there's and error, skips to error reporting

On Error Resume Next

' ######sets the bcc text going out

curBcc = MailItem.BCC

' ###### Change Email Below ######

strBcc = curBcc & "******@ADDRESS.COM"

Set objRecip = Item.Recipients.Add(strBcc)

objRecip.Type = olBCC

' ###### Basic Error Reporting

' ###### if yes is clicked, outlook will still send it

' ###### if no is clicked, it will not send at all

If Not objRecip.Resolve Then

strMsg = "Outlook could not resolve the Bcc recipient(s)." & _

"Do you want still to send the message" & _

"Pressing No will delete the message."

res = MsgBox(strMsg, vbYesNo + vbDefaultButton1, _

"Could Not Resolve Bcc Recipient")

If res = vbNo Then

Cancel = True

End If

End If

Set objRecip = Nothing

End Sub

• Replace "******@ADDRESS.COM" with your CRM Provided email.

(For SalesForce this should be in your account settings, under "Email" and "My Email to SalesForce".)

• Press the Save Icon.
• Press F5 or "Run" then "Run Sub"
• Name your Macro (I called mine "EmailToCRM"). Make sure there are no spaces or special characters (just in case).
• Close the MS Visual Basic window and send a test email.

I also adjusted my CRM settings to notify me when an email is received and use rules to move that into a folder for verification (for C.Y.A.).

If this helps you, make sure to rate the original comment by 8xpert as well as myself (for the updated code).

Thanks, I adopted this solution the same day i sent my original query by creating a simple rule. This works fine.

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...

Say I sent mail from my laptop (Office 365 using POP3, i.e. PST files) and want to have the sent items synchronized. Currently not possible - probably it will never be possible.

Whilst leaving mail on server for  xx days, the inboxes are more or less synchronized (PST-inboxes on PC and laptop)

If I sent a BCC to myself, it obviously will end up in the inbox.

I wonder: is there a way to -automatically- add a category (or whatever) so that a rule within Outlook on PC will automatically move such BCC mails to 'sent items' folder, based on sender + category.

e.g. each sent mail from laptop, to be categorized as 'LaptopSentMail', the on the desktop pc, a rule will move those mails from myself, with such category to the sent items folder.