Hi,
I was wondering if anyone could give me some advice on the potential setup of the crm email router and/or MS Outlook Client.
My scenario/requirements are as follows:
1. Allow emails to be sent and received in CRM web client
2. The organization has a large number of users who will need to use CRM. Each user obviously has their on exhange mailbox that they currently use Outlook to send/recieve and manage email. I have seen videos on how to connect /configure emaill
router with Exchange Server. However, we would only want to 'Track in CRM' relevant emails not those from mum and dad and/or friends that they receive in their email box. As i understand it they can use the 'Track in CRM' and set the 'Regarding'
option to sync the email with the relevant account/lead/opportunity/case etc.
3. The client has a number of dedicated mailboxes for (sales, support, feedback) etc that only certain people have access to. Of particular importance is how to setup access to these mailboxes for certain users or is this still done by the existing
exchange rules and these users can use the 'Track in CRM' and 'set regarding' options as above. For example if the sales team received an email about a potential sale with a new customer what would be the general method of dealing with this as there
would not be an account/lead/opportunity in CRM to sync it against.
I know i have probably not explained myself very well but I am trying to decide if we need the email rounter or CRM outlook client or a combination of both to meet the above requirements. I probably need to see some real life example of how this is
setup and working before i make a decision.
I am looking for any and all advice on this.
Thanks in advance.
