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Microsoft Dynamics CRM Online user options

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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├ó€┬Ł 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.