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Can I send email from CRM without an exchange server? RRS feed

  • Question

  • Hey everyone.  I'm trying to set up a workflow that sends an email when opportunity is assigned.  My company doesn't use Exchange we use Google Apps so we don't use Outlook either.  When I installed CRM it asked for SMTP settings so I entered my email providers SMTP settings but it said Exchange server not found when validating them.

    Do I have to use exchange to send mail?  Again I don't have exchange.  I could install that as a role on my server I'm sure but I know nothing about Exchange or how that works in terms of sending mail to the outside world.  If I install Exchange as a role, can I send mail to my google apps accounts?  Or even better, can I just enter regular SMTP settings and have CRM send mail using my normal ISP's SMTP server and not exchange?
    Monday, December 28, 2009 7:09 PM

Answers

All replies

  • Hi,

    You do not need exchange to be able to send email from your crm server.  All you need is to configure the crm 4 email router and in the email router specify an smtp server that you can relay from.  This could be the smtp server from your isp if they allow 'relay'. 
    Alex Fagundes - www.PowerObjects.com
    Monday, December 28, 2009 7:15 PM
  • Hi.

    You can use email-router for sending email (email router does not mean exchange) - check this url - Steps for POP3 E‐mail Server Type.
    Also you can install MS Outlook, Outlook client for CRM and use it to send emails using any email provider.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Monday, December 28, 2009 7:22 PM
    Moderator
  • Hey thanks for the help, sorry I should have been more clear I have CRM 3.0 not 4.0 as the document shows.  Where do I find the email router?  I don't see it on my machine, so I googled it and it says the CRM 3.0 email router allows you to send email through Exchange?
    Monday, December 28, 2009 10:30 PM
  • Microsoft CRM 3.0 has a different email architecture.  To email out in Microsoft CRM 3.0, you will need to setup the SMTP info on the CRM Server 3.0.

    Check out the following Microsoft KB on How to configure the outgoing e-mail functionality in Microsoft Dynamics CRM 3.0:

    http://support.microsoft.com/kb/939402



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    Tuesday, December 29, 2009 4:05 AM
    Moderator