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Microsoft Dynamics CRM Online user options
Jul 21
2012

Microsoft Dynamics CRM Online user options

Microsoft Dynamics CRM Online user options

This section describes configuring the user options for sending and receiving e-mail messages.

Incoming e-mail messaging options

The possible incoming e-mail configurations that can be used when a user or a queue receives Microsoft Dynamics CRM Online e-mail messages are as follows:

None: Use this option for users or queues that do not use Microsoft Dynamics CRM Online to automatically track received e-mail messages.

Microsoft Dynamics CRM Online for Outlook: This option is available for users and requires that Microsoft Office Outlook be installed on the user's computer. This option does not require the E-mail Router component and is not available for queues.

E-mail Router:

When you select this option, E-mail Router will process Microsoft Dynamics CRM Online e-mail messages directly from the user's or queue's inbox, without using a forward or a sink mailbox. Although this option does not require a sink mailbox, it does make troubleshooting E-mail Router issues more complex for larger user bases (10 or more users) because each incoming e-mail message is processed by the E-mail Router in every user's mailbox instead of in a single dedicated sink mailbox.

Forward Mailbox: To use this option, you must install E-mail Router. This option requires a "sink" mailbox, which is a dedicated mailbox that collects e-mail messages transferred from each Microsoft Dynamics CRM Online user's mailbox by a server-side rule. Although this option does not require users to run Microsoft Outlook, it does require that the rule be deployed for each user. If you have an on-premise Exchange Server, use the Rule Deployment Wizard to deploy rules to each Microsoft Dynamics CRM Online user mailbox. For Exchange Online, a forward as attachment” rule must be deployed manually (as explained later in this guide).

Outgoing e-mail messaging options

The possible outgoing e-mail configurations that can be used when users or queues send Microsoft Dynamics CRM Online e-mail messages are as follows:

None: Use this option for users or queues that do not use Microsoft Dynamics CRM Online to send e-mail messages.

None: Use this option for users or queues that do not use Microsoft Dynamics CRM Online to send e-mail messages.

E-mail Router: This option delivers Microsoft Dynamics CRM Online e-mail messages by using the E-mail Router component.


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