MS CRM 4.0 Email Router

Microsoft Dynamics CRM 4.0 has the new E-mail Router Configuration Manager makes sending and receiving e-mail from Microsoft Dynamics CRM 4.0 much more flexible. This flexibility requires additional configuration for the e-mail router in Microsoft Dynamics CRM 4.0 that was not required for the e-mail router in Microsoft Dynamics CRM 3.0. This document lists steps to configure Microsoft Dynamics CRM e-mail in different deployment scenarios are as follows,

·         The Microsoft Dynamics CRM E-mail Router

·         The forward mailbox

·         The Microsoft Dynamics CRM Outlook client 

 

MS CRM Email Router

The Advantages of the MS CRM Email Router are as follows,

·         Can be used to connect to Exchange and POP3 mailboxes to track e-mail into Microsoft Dynamics CRM 4.0.

·         Can be used in deployments where the Microsoft Dynamics CRM Client for Outlook is not installed.

·         Can be used to monitor individual user mailboxes.

 

The Disadvantages of the MS CRM Email Router are as follows,

·         For POP3 accounts, you must create an incoming profile for each POP3 account and you must enter the password for each POP3 account.

·         Requires a dedicated computer that is always running.

·         Can be more complex to setup and maintain if used to monitor a large number of user’s mailboxes.

 

Forward Mailbox

The Advantages of the forward Mailbox are as follows,

·         Reduces the number of incoming profiles that must be created and managed for organizations that monitor a large number of user’s mailboxes.

·         One central mailbox to monitor.

 

The Disadvantages of the forward mailbox are as follows,

·         E-mail provider must have the ability to forward as an attachment. This is required to forward e-mails to a central mailbox that is monitored by the Microsoft Dynamics CRM E-mail Router.

·         A mailbox rule must be deployed to each user to forward e-mails to the central mailbox.

 

 

 MS CRM outlook client:

The Advantages of the CRM outlook client are as follows,

·         This scenario does not require the Microsoft Dynamics CRM E-mail Router.  The Microsoft Dynamics CRM Client for Outlook is able to send e-mail for each user whether the user sends it from within Outlook or within the CRM Web Client, as well as receive and track e-mail in Microsoft Dynamics CRM 4.0.

·         There are no user passwords to maintain for access to Microsoft Dynamics CRM 4.0 or to the user’s mailboxes.

 

The Disadvantages of the MS CRM outlook client are as follows,

·         The Microsoft Dynamics CRM Client for Outlook must be running for e-mails to be sent or tracked in Microsoft Dynamics CRM.  If the Microsoft Dynamics CRM Client for Outlook is not running, the e-mails will be queued until Outlook is launched and connects to the Microsoft Dynamics CRM server and to the mail server.