Send As a Delegate or a Distribution Group by default

Button FromWhen you have permissions to “Send As” or “On Behalf Of” another mailbox or Mail Enabled Distribution Group in an Exchange environment, you can use the From field in Outlook to specify this.

However, in some situations, it is not uncommon that you need to send out as this mailbox or distribution group more often than from your own name. For instance, when you work in support and need the send out from the central support address rather than your own or when you represent a manager.

While you can manually specify the From field to send from each time you need to send out as that address, when needing to do that becomes the rule rather than the exception, it’s time to automate things.

This guide instructs you how you can cope with the above scenarios via built-in Outlook account configuration options and settings but also provides a code sample to set the From address programmatically.


Change default and delegate/shared mailbox

When you want to change the default to another mailbox to which you also have Full Access permissions, then you can configure your mail profile with that mailbox instead and add your own as a delegate mailbox.

The result would be basically the reverse of what you have now; Your own mailbox configured as the Exchange account and the other mailbox added as an opened additional mailbox.

Ask your Exchange administrator if you don’t know whether you have been granted Full Access permissions on the other mailbox.

Set the delegate/shared mailbox as the main mailbox and add your own.
Set the delegate/shared mailbox as the main mailbox and add your own.
(click here and here to see both dialog boxes in full)

Configure an additional Exchange account

When you use Outlook 2010 or Outlook 2013 and have Full Access permissions on the other mailbox, then you can also configure that mailbox as an additional Exchange account rather than adding it as a Delegate mailbox.

By adding it as an additional account, Outlook will automatically set the From field based on the mailbox that you are in. So when you create a new email or reply to an email from the additional mailbox, the From field would be set to that mailbox. When you were to do this from your own mailbox, your own address is being used.

Add the delegate/shared mailbox as an additional Exchange account in Outlook 2010/2013. (click on the image to see the dialog box in full)
Add the delegate/shared mailbox as an additional Exchange account in Outlook 2010/2013.
(click on the image to see the dialog box in full)

Note:
This configuration is not supported when you also act as a Calendar delegate for the secondary mailbox or when the mailbox has been added via Auto-Mapping. In case of the last, you can ask your Exchange administrator to remove the Auto-Mapping property.

SetFromAddress macro

The above solutions only work when you also have Full Access permissions to the mailbox and don’t work at all for Distribution Groups. As you’ve noticed, they also come with requirements and restrictions of their own.

The SetFrom macro works for any address that you have Send As or Send on Behalf Of permissions for.

When you are using Outlook 2013, then you can even make this work with the “Reading Pane Reply” feature by uncommenting 3 lines in the provided code.

Quick Install

Use the following instructions to configure the macro in Outlook;

  1. Download this code-file (setfromaddress.zip) or copy the code below.
  2. Open the VBA Editor (keyboard shortcut ALT+F11)
  3. Extract the zip-file and copy the text from the SetFromAddress.txt file.
  4. Paste the code in the ThisOutlookSession module of the VBA Editor.
  5. Modify the address in the code. Currently it is set to: delegate@domain.com
    Important! Make sure you leave the surrounding quotes in the code!
  6. Sign your code.
  7. Restart Outlook.

Now when you create a new message, the From address is set automatically to your specified address.

The SetFromAddress code must be placed in the ThisOutlookSession module. (Click on image to enlarge)
The SetFromAddress code must be placed in the ThisOutlookSession module.
(Click on image to enlarge)

Outlook 2013 Reading Pane Reply

To make it work with the Reading Pane Reply feature of Outlook 2013, remove the single quotes in front of the following lines in the code:

Private Sub myOlExp_InlineResponse(ByVal objItem As Object)
    Call SetFrom(objItem)
End Sub

The changed address might not always display in the Reading Pane but this is only a visual bug; Outlook does set the From address correctly.

Macro code

The following code is contained in the zip-file referenced in the Quick Install. You can use the code below for review or manual installation.


Click in the area above and press CTR+A to select all. Press CTRL+C to copy the code.

Add-in solution

VBOfficeAnother approach would to do this via an add-in. VBOffice SAM allows you to create rules which automatically set the “Send As” or “Send on Behalf Address” based on your criteria.

This can be combined with a different default signature when sending as that address so you are signing it as your manager or the centralized mailbox rather than with your own personal signature.