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CRM 2013 & Email Router RRS feed

  • Question

  • I thought I read somewhere that with CRM 2013 an email router is not required anymore to track emails. However, googling and reading the implementation guide I did not see anything like that. Did I just dream this...? It looks like it :(
    Wednesday, February 5, 2014 8:25 PM

Answers

  • It depends on your deployment, there still is an email router for CRM2013, the server-side synch is an alternative but not if you use CRMOnline (at the time of writing!)

    Check out the latest implementation guide, open the 'Administration Guide' - page 112.

    Basically, you can only use the full feature set of this if your CRM and Exchange deployments are on-premise

    >>>

    Supported scenarios for server-side synchronization

    Depending on your Microsoft Dynamics CRM installation, you may be deciding whether to use server-side synchronization or the Email Router/Outlook synchronization. This following table lists what is supported by server-side synchronization for each type of installation. Later in this topic, you can read about the scenarios that aren’t supported by server-side synchronization.

                  
      

    CRM deployment

      
      

    Email system

      
      

    Email synchronization

      
      

    Appointments, contacts, and tasks    synchronization

      
      

    Protocol

      

    CRM  (on-premises)

    • Exchange   Server 2010
    • Exchange   Server 2013

    Yes

    Yes

    Exchange Web Services

    CRM  (on-premises)

    • Gmail
    • MSN
    • Outlook.com
    • Windows   Live Mail
    • Yahoo!   Mail

    Yes

    No

    POP3/SMTP

    Unsupported scenarios

     Server-side synchronization doesn’t support the following scenarios:

    • Microsoft Dynamics CRM Online with Microsoft Exchange Online
    • Hybrid deployments:
    • Microsoft Dynamics CRM Online with Exchange (on-premises)
    • Microsoft Dynamics CRM (on-premises) with Exchange Online
    • Mix of Exchange/SMTP and POP3/Exchange
    • Creation of mass email marketing campaigns
    • Extensibility scenarios like extending EWS/POP3/SMTP protocols and creating custom email providers
    • Exchange Server 2003 and Exchange Server 2007

      

    We recommend that you don’t use a mixed configuration of Outlook synchronization and server-side synchronization for appointments, contacts, and tasks in the same organization, because it may result in updated CRM data not synchronizing to all attendees.


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    • Proposed as answer by Rob Boyers Wednesday, February 5, 2014 9:48 PM
    • Marked as answer by hfaun Wednesday, February 5, 2014 10:01 PM
    Wednesday, February 5, 2014 9:48 PM

All replies

  • It depends on your deployment, there still is an email router for CRM2013, the server-side synch is an alternative but not if you use CRMOnline (at the time of writing!)

    Check out the latest implementation guide, open the 'Administration Guide' - page 112.

    Basically, you can only use the full feature set of this if your CRM and Exchange deployments are on-premise

    >>>

    Supported scenarios for server-side synchronization

    Depending on your Microsoft Dynamics CRM installation, you may be deciding whether to use server-side synchronization or the Email Router/Outlook synchronization. This following table lists what is supported by server-side synchronization for each type of installation. Later in this topic, you can read about the scenarios that aren’t supported by server-side synchronization.

                  
      

    CRM deployment

      
      

    Email system

      
      

    Email synchronization

      
      

    Appointments, contacts, and tasks    synchronization

      
      

    Protocol

      

    CRM  (on-premises)

    • Exchange   Server 2010
    • Exchange   Server 2013

    Yes

    Yes

    Exchange Web Services

    CRM  (on-premises)

    • Gmail
    • MSN
    • Outlook.com
    • Windows   Live Mail
    • Yahoo!   Mail

    Yes

    No

    POP3/SMTP

    Unsupported scenarios

     Server-side synchronization doesn’t support the following scenarios:

    • Microsoft Dynamics CRM Online with Microsoft Exchange Online
    • Hybrid deployments:
    • Microsoft Dynamics CRM Online with Exchange (on-premises)
    • Microsoft Dynamics CRM (on-premises) with Exchange Online
    • Mix of Exchange/SMTP and POP3/Exchange
    • Creation of mass email marketing campaigns
    • Extensibility scenarios like extending EWS/POP3/SMTP protocols and creating custom email providers
    • Exchange Server 2003 and Exchange Server 2007

      

    We recommend that you don’t use a mixed configuration of Outlook synchronization and server-side synchronization for appointments, contacts, and tasks in the same organization, because it may result in updated CRM data not synchronizing to all attendees.


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    • Proposed as answer by Rob Boyers Wednesday, February 5, 2014 9:48 PM
    • Marked as answer by hfaun Wednesday, February 5, 2014 10:01 PM
    Wednesday, February 5, 2014 9:48 PM
  • Thank you for the response. I guess I was not dreaming after all. Unfortunately, our scenario is not supported (CRM on-premises and Exchange Online). That's a bummer.
    Wednesday, February 5, 2014 10:01 PM
  • Same here ;-) although I expect the supported scenarios will change fairly soon. Keep an eye on the upcoming rollups.

    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Wednesday, February 5, 2014 10:04 PM