locked
How to connect Office 365 to Microsoft Dynamics CRM RRS feed

  • Question

  • When I first began the trial of Dynamics CRM online, I connected it to Outlook on my desktop. I assumed that if sent an email from CRM from another computer it would be delivered -- but that does not appear to be the case.  Have I done something wrong or will CRM emails only be sent from the computer I have connected to Outlook? 

    Additionally, I also have Office 365.  Should I have just connected Dynamics CRM to Office 365 (rather than Outlook on my computer)  to integrate the two products together, regardless of which computer I'm using?  Can I even connect Dynamics to 365, and if so, can someone provide me with instructions.  I'm using the Office 365 that is totally hosted by Microsoft. Thanks in advance for your help.

     

     


    larry cose
    Sunday, October 16, 2011 3:46 PM

All replies

  • Hi,

    If you are using outlook for sending email then the email will be always sent via Outlook client (in case of using web client CRM Outlook must have to be running) but if you want to send email from anywhere via CRM web client then you have to configure User Email Setting to use E-mail Router and install & configure email router on the server.

    Do the following steps:

    1. In User Record change the Email access type outgoing : E-mail Router

    2. Configure User Email router profile use Exchange or other SMPT settings as per required

    Email Router Download Url: http://www.microsoft.com/download/en/details.aspx?id=20548

    Installation Guide: http://www.microsoft.com/download/en/details.aspx?id=18991

    Microsoft Office 365 launches without the support of CRM integration, the integration will be later available for CRM 2011 online (no confirm date yet) http://niiranen.eu/crm/2011/06/office-365-launches-without-dynamics-crm-integration-for-document-management/


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Sunday, October 16, 2011 10:11 PM
  • Hello Jehanzeb,

    We have been using MS CRM for Outlook and have Exchange Online. There are a few "send email" workflows we have that do not work unless Outlook is running. I have done a lot of reading today to find out that since we did not have the Email Roiuter installed, Email cannot be sent fom CRM unless Outlook is running.

    I installed the Email Router today per instructions and it all tested successful for one of our users who does not log on frequently.

    My question is, once I enable the Router for the other users, how does this change how we retrieve & send email? Will it work the same through Outlook?

    Thank you!

     


    --- ATS2011
    Thursday, December 22, 2011 12:49 AM