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MS CRM Emails RRS feed

  • Question

  • Hi,

    I currently have a CRM installation and we have now a change of requirements. Before only users with Outlook needed to send emails. Now all users need to be able to send Emails from the WebInterface.
    What is the easiest to do? I don't need to receive emails for users directly in the CRM. Just to be able to send emails.
    Can I just configure some SMTP server (and how do I do it)?
    Or do I need to use Exchange Server and the CRM Email Router?

    Thanks a lot for your answers
    Monday, April 27, 2009 8:11 AM

Answers

  • Hi SwRaco,

    the most easiest way is, when all your CRM 4.0-users have the CRM-Client for Outlook. In this case the mails which are sent via the web interface are automatically sent by the CRM-Client for Outlook. You just have to look in the User settings (in the user record) if the Outlook-Client is set for outgoing mails. This setting is set in standard.
    Additionally each user has to set the option in the user options in the CRM-Client for Outlook that Outlook is allowed to send mails automatically.
    Exchange Server or the CRM E-Mail Router is not needed.

    If your users do not have the CRM-Client for Outlook you need a configured CRM E-Mail Router. Exchange is also not necessary here, but you need an SMTP server. Here you can read, how to configure the CRM E-Mail Router: http://blogs.msdn.com/crm/archive/2008/02/07/crm-4-0-e-mail-integration-overview.aspx

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
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    Monday, April 27, 2009 8:45 AM
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