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CRM's Email Router RRS feed

  • Question

  • I have a couple of questions relating to the email router in Dynamics CRM 4.0
    We need to ensure that all emails coming into staff are being tracked in the CRM system. So we can either turn on the email router to do this and/or set it in the Outlook client to "Track all emails".
    My inclination is to do both - however my first question is, if we have the Email Router tracking all emails AND outlook set to Track All emails in CRM, will this result in duplicate emails going in the CRM (i.e. will it be tracked twice.

    My Second question on the Email Router is, if we are using the email router in conjunction with the web clinet - how does this deal with the Standard Outlook functions like Read-receipts and reminders etc.

    Any help would be great.
    Thanks
    Friday, January 29, 2010 3:02 AM

Answers

  • In user settings you have option E-mail access Type incoming and you can select Outlook or Exchange Email Router. You are not able to choose multiple options. If you want to track all messeges (even not related to work) I suggest Email Router because it is working good (sometimes only it cannot track single email from various reason like special characters in subject etc.). Also Email Router is only option to catch emails if users are on WebClient.

    The reasons between Outlook Client and Web Client are mainly related to calendar and promote items from Outlook store (emails,tasks,appointments,contacts) to CRM and synchronize.

    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Proposed as answer by kgorczewski Saturday, January 30, 2010 5:41 PM
    • Marked as answer by Jim Glass Jr Tuesday, February 2, 2010 4:45 PM
    Saturday, January 30, 2010 5:41 PM