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CRM 2011 Email Router Installing Guide
Jul 21
2012

CRM 2011 Email Router Installing Guide

CRM 2011 Email Router Installing Guide

CRM 2011 Email Router Installing Guide

The Microsoft Dynamics CRM Online E-mail Router is a software component that creates an interface between Microsoft Dynamics CRM Online and Microsoft Exchange Server 2003, Microsoft Exchange Server 2007, Microsoft Exchange Server 2010, Microsoft Exchange Online, SMTP, or a POP3-compliant e-mail server. After the E-mail Router is installed, it transfers e-mail messages to the Microsoft Dynamics CRM system, and it sends outgoing e-mail messages that users created in the Microsoft Dynamics CRM system.

Microsoft Dynamics CRM Online stores e-mail messages as activity records. These e-mail activity records are stored in the Microsoft Dynamics CRM database and include both the contents of the e-mail message, such as the text of the message and its subject line, and relevant associations with other Microsoft Dynamics CRM Online records.

For example, when a salesperson replies to a customer about a case, the salesperson creates an e-mail activity record that includes the text of the message, plus information associating the e-mail activity record with the correct case record.

Microsoft Dynamics CRM for Outlook

You can use Microsoft Dynamics CRM for Outlook to perform the following tasks:

Deliver received e-mail messages to Microsoft Dynamics CRM

Send e-mail messages that are generated from Microsoft Dynamics CRM.

Microsoft Dynamics CRM for Outlook does not require the E-mail Router to process Microsoft Dynamics CRM e-mail messages. This means that, if all of the Microsoft Dynamics CRM users in your organization use Microsoft Dynamics CRM for Outlook, you need not install the E-mail Router.

E-mail Router

The E-mail Router performs the following tasks:

Routes incoming e-mail messages to Microsoft Dynamics CRM.

Sends e-mail messages generated from Microsoft Dynamics CRM.

The E-mail Router is required for users or queues that do not use Microsoft Dynamics CRM for Outlook. The E-mail Router can be installed on various versions of the Microsoft Windows operating system. For a list of supported Windows versions, see Microsoft Dynamics CRM E-mail Router software requirements in the Planning Guide. The computer on which you install the E-mail Router must have a connection to a Microsoft Exchange Server or to a POP3/SMTP e-mail server.

The E-mail Router contains the following components:

The E-mail Router service (“Microsoft CRM Email Router”) and the E-mail Router configuration files.

The E-mail Router Configuration Manager. You use this wizard to configure the E-mail Router service.

The Rule Deployment Wizard. This wizard lets you deploy rules that are used to route e-mail messages to a forward mailbox from the mailbox of a user or queue. The Rule Deployment Wizard does not work with POP3/SMTP e-mail servers. For more information, see “Deploy inbox rules” in Configure the E-mail Router in this guide.


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