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Mail Flow rule at Office 365 Exchange Server level to forward mail from selected user accounts

Posted on 2016-11-01
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Last Modified: 2016-11-07
I would appreciate any knowledge you could share on this subject.

I need to set up a mail flow forwarding rule at the Office 365 Exchange server admin console in the Office 365 Admin portal.

The purpose is to forward mail to a specific address at our CRM provider (Highrise) which will attached all communication sent to and from users in our customer service department within the given contacts CRM account/profile.

Here is a sample of the email address we would need to forward all inbound and bcc all outbound from a list of specific Office 365 mail users.

Sample forward and bcc address: dropbox@33880432.mycompany.highrisehq.com

I would like to do this at the server level not with forwarding or a user level mail processing rule.

Your assistance with that the mail flow rule for the forwarding (inbound) and the bcc (outbound) would be greatly appreciated.
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Question by:armgon
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by:Vasil Michev (MVP)
ID: 41868271
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Author Comment

by:armgon
ID: 41868843
Great Information Vasil.

I will look into it.

Outside of Journaling any suggestions on how to set up the mail flow rules for this.
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Vasil Michev (MVP) earned 500 total points
ID: 41868873
Journaling will be the best option here, other than that you can create rules with the relevant forward/BCC action. There's a very detailed comparison between the two, with examples, here: https://blogs.technet.microsoft.com/exchange/2010/01/28/interception-and-redirection-of-messages-using-transport-rules-or-journaling/
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Expert Comment

by:Frank Jacques
ID: 41871328
What you need is the redirect or BCC in the mail flow -> rules section and tag the source header with your  specific address,

i do this since users send email to ME@domain instead of support@domain so i redirect/cc to support on server level.
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Author Closing Comment

by:armgon
ID: 41878050
I will use a combination of both journaling and transport rules
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