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
    2018-01-04T15:46:15+00:00

    Here is the VBA which works perfectly. Make sure you replace the email for the desired email address. 

    Private Sub Application_ItemSend(ByVal Item As Object, _
                                     Cancel As Boolean)
        Dim objRecip As Recipient
        Dim strMsg As String
        Dim res As Integer
        Dim strBcc As String
        On Error Resume Next
    
        strBcc = "******@domain.com"
    
    ' Use the account name as it appears in Account Settings
    If Item.SendUsingAccount = "******@domain.com" Then
    
        Set objRecip = Item.Recipients.Add(strBcc)
        objRecip.Type = olBCC
        If Not objRecip.Resolve Then
            strMsg = "Could not resolve the Bcc recipient. " & _
                     "Do you want to send the message?"
            res = MsgBox(strMsg, vbYesNo + vbDefaultButton1, _
                    "Could Not Resolve Bcc")
            If res = vbNo Then
                Cancel = True
            End If
        End If
        
    End If
    
        Set objRecip = Nothing
    End Sub
    

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  2. Anonymous
    2018-01-15T22:29:05+00:00

    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.

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  3. Anonymous
    2018-01-22T22:29:44+00:00

    A hint that might help Verizon email users: Thanks again, i had installed this rule when I set up my Windows 10 desktop. Suddenly my bcc  stopped coming ... this was some months after my verizon.net email account was rerouted via aol.com when Verizon on very short notice stopped servicing  its .net email accounts.  Turned out the migrated email settings had to be fixed (they were different from those originally provided by Verizon for the outgoing server) - I did that, then  "always bcc myself" rule stopped working ... and when I checked, it had been mysteriously unchecked. I re-checked it. It's back now. I suppose this pesky tweaking interference will never end ...

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  4. Anonymous
    2018-03-23T17:07:18+00:00

    Brilliant!

    This worked a treat for me. Well done and thank you so very much.

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