Microsoft Dynamics CRM 4.0 Installing Guide
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3 Microsoft Dynamics CRM E-Mail
Router Installation Instructions
The Microsoft Dynamics CRM E-mail Router is a software component that provides an interface
between the Microsoft Dynamics CRM system and Microsoft Exchange Server 2003, Microsoft
Exchange Server 2007, SMTP,or a POP3-compliant e-mail server. When E-mail Router is
installed, it transfers e-mail messages to the Microsoft Dynamics CRM system, and it sends
outgoing e-mail messages.
The Microsoft Dynamics CRM system 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 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.
Note For more information about E-mail Router, including information about
how to plan your installation, see the Microsoft Dynamics CRM Planning Guide.
For a list of prerequsites needed before you install E-mail Router, see the
System Requirements chapter earlier in this document.
Overview
Microsoft Dynamics CRM provides the following e-mail processing features:
• Microsoft Dynamics CRM for Microsoft Office Outlook and Microsoft Dynamics CRM for
Outlook with Offline Access can work stand-alone and do not require the E-mail Router to
process incoming Microsoft Dynamics CRM e-mail messages.
• The E-mail Router routes both incoming and outgoing messages. (The Microsoft
Dynamics CRM 3.0-Exchange E-mail Router processed only incoming e-mail messages.)
• The E-mail Router supports POP3 e-mail systems for incoming messages and SMTP e-
mail systems for outgoing messages.
• Microsoft Dynamics CRM e-mail messages are sent asynchronously by using E-mail
Router.
The following sections explain the different e-mail system options and configurations.
Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM for Outlook can also be used to perform the following tasks:
• Deliver received e-mail messages to Microsoft Dynamics CRM.
• Send e-mail messages generated from Microsoft Dynamics CRM.
Microsoft Dynamics CRM for Outlook no longer requires E-mail Router to process Microsoft
Dynamics CRM e-mail messages. For more information about Microsoft Dynamics CRM for
Outlook, see the Install Microsoft Dynamics CRM for Outlook chapter later in this document.
E-mail Router
The E-mail Router performs the following tasks:
