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    hi, I would like to know if it is possible to install microsoft outlook offline mode connection for dynamics crm 2011 when the exchange server is hosted remotely? e.g ms dynamics crm 2011 installed on a server in a country and ms exchange server installed on another server remote in another country.  thank you.

    Monday, January 28, 2013 6:13 AM

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    If your outlook is able to process your emails now with the same settings then It should not matter at all if you install CRM outlook client. 

    There is no relationship as such between CRM and exchange server.  If you are using outlook to send and receive emails then CRM does not care abiut the exchange server.

    Also look at the following blog. It will give you few tips when working with the offline client.

    http://community.dynamics.com/product/crm/crmtechnical/b/crmpowerobjects/archive/2012/05/02/going-offline-with-microsoft-crm-2011-outlook-client.aspx

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com


    Monday, January 28, 2013 6:28 AM
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    You can use Outlook for this, but you might be better off installing the (free) email router component on a machine which is always on. Either way, if the CRM system, Exchange server and 'man in the middle'  are in three geographically distant locations, your performance for sending mass emails will be very poor. You may want to consider using a third party emailer to actually do your email blasts (there are loads of options for third parties which integrate closely with CRM)

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    Blog: Getting IT Right

    Monday, January 28, 2013 12:26 PM

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    If your outlook is able to process your emails now with the same settings then It should not matter at all if you install CRM outlook client. 

    There is no relationship as such between CRM and exchange server.  If you are using outlook to send and receive emails then CRM does not care abiut the exchange server.

    Also look at the following blog. It will give you few tips when working with the offline client.

    http://community.dynamics.com/product/crm/crmtechnical/b/crmpowerobjects/archive/2012/05/02/going-offline-with-microsoft-crm-2011-outlook-client.aspx

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com


    Monday, January 28, 2013 6:28 AM
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    ok thank you so much for that, i also checked the link you sent me interesting indeed.  just wanted to double check one more thing, for the mass mailing, if i wanted to use ms dynamics crm to send mass emails, then i will need to integrate with the exchange server, will that be ok as well?

    thank you

    Monday, January 28, 2013 6:40 AM
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    You can use Outlook for this, but you might be better off installing the (free) email router component on a machine which is always on. Either way, if the CRM system, Exchange server and 'man in the middle'  are in three geographically distant locations, your performance for sending mass emails will be very poor. You may want to consider using a third party emailer to actually do your email blasts (there are loads of options for third parties which integrate closely with CRM)

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    Blog: Getting IT Right

    Monday, January 28, 2013 12:26 PM