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Email Router RRS feed

  • Question

  • Hi,

    Scenario :

    I need some help configuring the email router for crm 2011.  My company has 10 CRM users. We use exchange for our email . All 10 users  have their own Outlook inbox to which they receive client emails. CRM 2011 is now installed all client information is stored in system. What I want to do is , when an email arrives to one of the users Inboxes , it should track the email automatically if the sending client is in the CRM system . Likewise it should also track automatically when sending the email as well .This should work even if  Outlook is closed , the reason been is if a user is not at work and a client sends an email the CRM system should check the users mailbox and if the Client is in the CRM System it should track it automatically. How can I get this done.

    Thanks

    Sahan

    Tuesday, February 7, 2012 3:02 AM

Answers

  • hi,

    If you need some thing to process the emails for tracking or sending, then this  component should be on all the time 24*7.

    With outlook application off, the connection between outlook and crm is broken. So the emails cannot be sent or tracked.

    You can choose Email Router as the solution. However, the email router service has to run 24*7. If you install email router on a server which never stops, you can implement the email track\send feature all the time.

    For email router, you can refer to documents:

    Installation Download:

    Microsoft Dynamics CRM 2011 E-mail Router

    http://www.microsoft.com/download/en/details.aspx?id=27818

     

    Microsoft Dynamics CRM 2011 for E-mail Router Installing Guide for use with Microsoft Dynamics CRM Online

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

     

    Microsoft Dynamics CRM 2011 Email Router Deployment Scenarios

    Link on TechNet: http://technet.microsoft.com/en-us/library/hh533641.aspx

    Single document CRM_2011emailrouter_scenarios.doc: http://www.microsoft.com/download/en/details.aspx?id=21445


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    Tuesday, February 7, 2012 7:42 AM