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  • Question

  • Hi  ,

    I have a Question on Internet Facing Deployment Access .

    1. Can only user who are users in MS CRM only access CRM over IFD ?

    2. To access MS CRM over IFD , user has to be a user of same Domain as MS CRM ? or user from other Domains can also logged into CRM ?

    3. if User from Other domain can access MS CRM over IFD , what about their email , can they use their own Exchange or they have to be part of same Exchange where CRM is installed.

    Expected expert opinion.

    Thanks in advanced.

    Vilas


    Vilas http://www.mscrm-vilas.blogspot.com
    Monday, December 13, 2010 9:27 AM

Answers

  • Hello Vilas,

    Most of your questions are convered in the CRM Implementation Guide and the IFD Deployment Guide.

    1. Correct: all users have to have a CRM user record to access CRM, regardless of whether you use on-premise or IFD configuraiton.

    2. No: if you are using IFD configuration, then users can access CRM from any domain.

    3. CRM doesn't integrate directly with Microsoft Exchange. Users can use CRM for Outlook which will process their email through Outlook, or you can configure the CRM E-mail Router to process mail on any email server.

    Regards, Neil


    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, December 13, 2010 9:45 AM
    Moderator
  • Hi Vilas,

    When a user visits the CRM URL they will be presented with a login form. They will need to enter their username and password, but they don't need to enter the name of the domain.

    Like I said, there is no direct integration between Exchange and CRM. There is an option to use the CRM E-mail Router to connect an Exchange Server to CRM, but this is not a mandatory requirement. It all depends whether you need/want email processing or not, and whether the Exchange Server administrator wants you to connect the CRM E-mail Router to the Exchange Server or not.

    Hope this helps.


    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Jim Glass Jr Monday, December 13, 2010 8:47 PM
    Monday, December 13, 2010 11:07 AM
    Moderator
  • Yes, when all users must have a CRM user record. And all CRM users must have an Active Directory user account. So therefore all users must have a CRM user record and an Active Directory user account.

    Regarding Lotus Notes, the CRM E-mail Router can collect email from any POP3 mailbox and can deliver messages via an SMTP server. That's the theory. So if your dealer's Lotus Notes server is configured to allow the CRM E-mail Router to connect to the users' mailboxes via POP3 and you can access any SMTP server then you should be able to integrate with CRM to send and receive emails.

    However, in practice, Lotus Notes is difficult to work with, Notes administrators don't want third-party services anywhere near the Domino server and there is very little help available -- so it will be a difficult job.


    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Jim Glass Jr Monday, December 13, 2010 8:47 PM
    Monday, December 13, 2010 12:32 PM
    Moderator

All replies

  • Hello Vilas,

    Most of your questions are convered in the CRM Implementation Guide and the IFD Deployment Guide.

    1. Correct: all users have to have a CRM user record to access CRM, regardless of whether you use on-premise or IFD configuraiton.

    2. No: if you are using IFD configuration, then users can access CRM from any domain.

    3. CRM doesn't integrate directly with Microsoft Exchange. Users can use CRM for Outlook which will process their email through Outlook, or you can configure the CRM E-mail Router to process mail on any email server.

    Regards, Neil


    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, December 13, 2010 9:45 AM
    Moderator
  • Hi Neil,

    Thanks for your Quick reply.

    so what i have understood from your answers is below , please correct me if i am wrong.

    1. User from any domain can access MS CRM on IFD , but he/she should have account in Active Directory of MS CRM Domain and should be a user in MS CRM. if he is accessing it from other domain he has to provide user name as DOMAIN/Username. where DOMAIN is MS CRM domain.

    2. Regarding Exchange, the user who is accessing the MS CRM on IFD has to be a part of Exchange which is configured for that MS CRM server ?

    or he can be a member of any other exchange server in other domains also ?

     

    Waiting for your feedback.

    Vilas  


    Vilas http://www.mscrm-vilas.blogspot.com
    Monday, December 13, 2010 10:38 AM
  • Hi Vilas,

    When a user visits the CRM URL they will be presented with a login form. They will need to enter their username and password, but they don't need to enter the name of the domain.

    Like I said, there is no direct integration between Exchange and CRM. There is an option to use the CRM E-mail Router to connect an Exchange Server to CRM, but this is not a mandatory requirement. It all depends whether you need/want email processing or not, and whether the Exchange Server administrator wants you to connect the CRM E-mail Router to the Exchange Server or not.

    Hope this helps.


    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Jim Glass Jr Monday, December 13, 2010 8:47 PM
    Monday, December 13, 2010 11:07 AM
    Moderator
  • Hi Neil ,

    Thank you for your reply.

    So just 1 thing to confirm from you that , User who want to access MS CRM over IFD should be a user of CRM domain active directory and should be user of MS CRM also.

    one more requirement from our client is , one of the dealer has Lotus notes as email system, can it be also integrated with MS CRM to send or receive emails ?

    do you any idea about it ?

    Regards

    Vilas


    Vilas http://www.mscrm-vilas.blogspot.com
    Monday, December 13, 2010 12:06 PM
  • Yes, when all users must have a CRM user record. And all CRM users must have an Active Directory user account. So therefore all users must have a CRM user record and an Active Directory user account.

    Regarding Lotus Notes, the CRM E-mail Router can collect email from any POP3 mailbox and can deliver messages via an SMTP server. That's the theory. So if your dealer's Lotus Notes server is configured to allow the CRM E-mail Router to connect to the users' mailboxes via POP3 and you can access any SMTP server then you should be able to integrate with CRM to send and receive emails.

    However, in practice, Lotus Notes is difficult to work with, Notes administrators don't want third-party services anywhere near the Domino server and there is very little help available -- so it will be a difficult job.


    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Jim Glass Jr Monday, December 13, 2010 8:47 PM
    Monday, December 13, 2010 12:32 PM
    Moderator