Inalign's Blog

These are some random but usefull links for Microsoft Dynamics CRM that I find myself going back to quite a bit.

Setting up the Email Router is fairly easy, once you’ve done it a few times. You have to download and install the following two programs (the Exchange MAPI may be required if not already installed).

You can then add users to the Email Router and allow them to use the Email Router to send emails out of CRM (as opposed to using Outlook). The nice thing about this is that if you have CRM Workflows that send emails, they will go out immediately after the workflow fires them off. If you are using Outlook, the email will not get sent until the next time Outlook syncs with CRM and picks up the email.

Also worth noting is that this is the inherent danger with CRM-it can send emails out on behalf of people through workflow. You may or may not want CRM to have that kind of power without manual human intervention.

Also, Exchange needs to be configured to relay emails if you’re sending emails to addresse outside of your domain.

CRM Email Router Download: http://www.microsoft.com/downloads/details.aspx?familyid=e1358499-3fdb-45b8-adf0-7585f758277e&displaylang=en#filelist

Exchange MAPI: http://www.microsoft.com/downloads/details.aspx?familyid=E17E7F31-079A-43A9-BFF2-0A110307611E&displaylang=en