2012년 4월 24일 화요일 오후 2:38
Right now we are in a transition phase - we have Exchange hosted on-premesis and we have Office 365 with Exchange, Lync, and Office. Right now we are kind of running them independently, but would like some of the features that are shown in the below video:
So we would like to use presense management with Lync, move our email to Office 365, and start using Sharepoint with CRM. I've looked around, I can't seem to find any instructions on how to do this.
I think this is the below steps, if someone knows any more about how to do make this work, I'd greatly appreciate it:
1) First point our MX record to Office 365 so new mail goes to Exchange on Office 365.
2) Setup the Email Router per user in Microsoft CRM to now point to Office 365.
3) Do we need to install the Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 to link Sharepoint on Office 365 to Microsoft CRM online?
4) Lync - how does CRM know how to link Lync to CRM?
Would this be correct? Thanks.
2012년 4월 24일 화요일 오후 3:40
You're on the right track...
1. Yes, the MX record has to change, along with a few more for Lync and autodiscover. They're well documented on the O365 site.
2. Yes, you can use the Email Router but you don't have to. If users will be using Outlook and the CRM Client for Outlook, then you don't need the Router. If you want to send unattended emails off of workflows in CRM, you need the Router. OR, look into marketing services such as ClickDimensions that can do more for you (like clickthrough tracking, scoring, bounce management, et al).
3. Yes, the List Component is required before you can configure CRM to link to SharePoint.
4. I don't know -- it's magic, but it works. Once you have the Lync client configured on a PC, presence shows up in CRM for those users.
Hope that helps,
Lon Orenstein Living Business Online, Inc. www.LivingBusinessOnline.com
- 답변으로 표시됨 Ryan_Ha 2012년 4월 24일 화요일 오후 4:00
2012년 4월 24일 화요일 오후 4:00Great, thanks Lon - I like #4.