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Exchange Online and CRM Online RRS feed

  • Question

  • Is it possible to integrate Exchange Online and CRM Online similar to how you could if you were running both as local servers in the network?  For example, if you create a task in CRM Online, will it be there in your Outlook Tasks?  Can the Contacts of the two be synced?  Can you Track in CRM your e-mails?
    • Moved by Daniel Trautman Wednesday, January 27, 2010 8:41 PM CRM Online integration with Exchange Online (From:Microsoft Online: Exchange Online)
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 10:49 PM Forum consolidation (From:CRM Online)
    Wednesday, January 27, 2010 3:14 PM

Answers

  • Yes it is possible.  This function will be available after you have setup the Microsoft CRM Outlook Client which will offer the option to synch your Outlook Tasks/Contacts/Appointments/Emails between CRM and Exchange Online Outlook.



    Video - CRM Client for Outlook Installation and Setup - walk through the process of installing and configuring the CRM Online Client for Microsoft Outlook. Time: 11:55
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    Wednesday, January 27, 2010 10:13 PM
    Moderator
  • Something else to note here, If you want the synchronization for email's etc. (so you dont have to send them out of Outlook). You will need to set-up the Microsoft Dynamics CRM Email Router (Online Edition). The readme should have detailed instructions on how to set it up for Exchange in a hosted environment. But I also believe that further details have been laid out in last month's posts on the Microsoft Dynamics CRM team blog http://blogs.msdn.com/crm 
    The exact steps will require you to set-up an Forward Mailbox for each user, and then store his/her credentials to Exchange Online. The changes are available in the Update Rollup 8 patch for the CRM EMail Router and are part of Microsoft's new initiative for better BPOS/CRM integration.

    -Paul
    Monday, February 1, 2010 3:12 PM

All replies

  • Yes it is possible.  This function will be available after you have setup the Microsoft CRM Outlook Client which will offer the option to synch your Outlook Tasks/Contacts/Appointments/Emails between CRM and Exchange Online Outlook.



    Video - CRM Client for Outlook Installation and Setup - walk through the process of installing and configuring the CRM Online Client for Microsoft Outlook. Time: 11:55
    Follow Workopia on Twitter

    http://www.workopia.com/Links.htm

    Wednesday, January 27, 2010 10:13 PM
    Moderator
  • Something else to note here, If you want the synchronization for email's etc. (so you dont have to send them out of Outlook). You will need to set-up the Microsoft Dynamics CRM Email Router (Online Edition). The readme should have detailed instructions on how to set it up for Exchange in a hosted environment. But I also believe that further details have been laid out in last month's posts on the Microsoft Dynamics CRM team blog http://blogs.msdn.com/crm 
    The exact steps will require you to set-up an Forward Mailbox for each user, and then store his/her credentials to Exchange Online. The changes are available in the Update Rollup 8 patch for the CRM EMail Router and are part of Microsoft's new initiative for better BPOS/CRM integration.

    -Paul
    Monday, February 1, 2010 3:12 PM
  • Something I cannot get information about. We have a client that is interested to move to BPOS for his email , so this is Exchange Online). We have however a local CRM installation that cannot be upgraded to CRM online because of the very heavy customizations that were added.

    Is there a way to use a CRM on premise with exchange online ? And is there a possibility to use the CRM Email router for BPOS Exchange accounts?

    Kind regards,

    Philippe


    it's all very nice when it works
    Wednesday, March 24, 2010 11:51 AM
  • Yeah Microsoft did a blog posting on http://blogs.msdn.com/crm for that specific topic... now theirs is on the premise that you are using CRM Online, but it should work the same if you have the CRM On-Premise EMail Router (assuming you've patched it to Update Rollup 9). Check the link below for details: 

    http://blogs.msdn.com/crm/archive/2009/12/07/configure-microsoft-dynamics-crm-online-e-mail-router-with-exchange-online.aspx

     Enjoy :-)

    -Paul


    Paul Reitmeyer http://www.mscrmdirectory.com
    Wednesday, March 24, 2010 3:45 PM
  • Well, you may want to explore Microsoft XRM because at some point what you have customized will become legacy and you will need to migrate. At that point, it would make sense for you to move your CRM to the cloud. XRM is basically part of the WIndows Azure platform and stands for "eXtended" Relationship Management or "Anything" Relationship Management because it provides you the features of Dynamics CRM but opened up as a platform for you to develop and extend its use for anything you need. It can be on-premise, online, or hybrid, your choice.

    More info here; http://msdn.microsoft.com/en-us/library/ee830281.aspx , http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx , http://blogs.zdnet.com/microsoft/?p=3053 , and http://www.xrm.com/

    Friday, April 2, 2010 1:52 PM
  • This answer is a bit delayed, but may still be useful.

    I recommend you to consider the Agile Dynamics CRM to Exchange Synchronizer (DXSync). It provides server-side integration between Dynamics CRM and Exchange. Integration includes synchronization of Contacts, Meetings, Calls, Tasks; Archiving emails; special scenarios to replicate and create items like Opportunities and Cases from your email client. This solution works without any client-side plugins. No need for additional configuration of standard mobile or desktop email clients (Outlook, Entourage, Mac Mail, iPhone, iPad, Android, Windows Phone, Blackberry, etc.).

    Free trial version is available for download so you can try DXSync before making a decision.

    If what you need is one-time synchronization, then trial mode may be enough to get required results.

    Best regards,
    Denis Markovtsev
    GrinMark CRM Integration Team
    sales@grinmark.com
    Tuesday, February 5, 2013 9:56 AM
  • Give the Agile Dynamics CRM to Exchange Synchronizer (DXSync) a try. DXSync provides two-way synchronization of Contacts, Accounts, Leads, Meetings, Calls, Tasks; Archiving emails; special scenarios to replicate and create items like Opportunities and Cases from your email client. 

    You can now choose between On-Premise and On-Demand (cloud) server-side synchronization of Dynamics CRM and Exchange.
    http://www.grinmark.com/products/dxsync/on-premise-vs-on-demand.html 

    Free trial version is available so you can try DXSync before making a decision.
    http://www.grinmark.com/requesttrialform.html
    http://www.grinmark.com/products/dxsync/ 

    Best regards,
    Denis Markovtsev
    GrinMark CRM Integration Team
    http://www.grinmark.com
    sales@grinmark.com
    Saturday, June 29, 2013 4:37 AM
  • There are two ways you can use offical tool to integrate Exchange Online with your CRM Online.

    1. Email router

    Advantage:

    1). Central management of the configuration

    2). Don't need Outlook to send email, you can send in CRM by web editor

    Disadvantage:

    1) Configuration is more complicated than Outlook client

    2) You need a host to install the Email router and run it, no matter on local or on cloud.

    2. Outlook client

    Advantage:

    1). All email process is divided to personal Outlook

    2). Combine using the Outlook and CRM

    3). Easy to configure

    Disadvantage:

    1). You need to leave Outlook open when sending email and tracking email

    Monday, July 1, 2013 6:16 AM