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Microsoft Dynamics CRM E-mail Router

[Applies to: Microsoft Dynamics CRM 4.0]

The E-mail Router is an optional interface component that integrates your e-mail system with Microsoft Dynamics CRM, and routes qualified e-mail messages to and from your Microsoft Dynamics CRM organization. This section gives guidelines for analyzing your organization's requirements for integrating e-mail with Microsoft Dynamics CRM, and outlines the things to consider when you plan, install, and configure an E-mail Router deployment.

The E-mail Router enables you to configure an interface between your Microsoft Dynamics CRM deployment and one or more Exchange Servers or POP3 servers, for incoming e-mail, and one or more SMTP servers for outgoing e-mail. E-mail messages come into the Microsoft Dynamics CRM system through the E-mail Router. If you use Exchange Server or a POP3 server, you can install the E-mail Router on a computer that is running Windows Server 2003, Windows XP, Windows Vista, or Windows Server 2008. Or, you can install the E-mail Router on a computer that is running Exchange Server. However, this is not a requirement.

Note

You can deploy and run the E-mail Router on multiple computers in a Microsoft cluster to provide high availability and failover functionality. In Windows Server 2003 this kind of server cluster is known as server clustering and in Windows Server 2008 it is known as failover clustering. Both of these server clustering technologies are supported with the E-mail Router. For more information, see Install E-mail Router on multiple computers.

After you install the E-mail Router, you must run the E-mail Router Configuration Manager, an application that is installed during E-mail Router Setup. You can use E-mail Router Configuration Manager to configure the following:

  • One or more incoming profiles. An incoming profile contains the information that is required by the E-mail Router to process incoming e-mail messages.
  • One or more outgoing profiles. An outgoing profile contains the information that is required by the E-mail Router to process outgoing e-mail messages.

For more information about the E-mail Router Configuration Manager, see the following resources:

For more information, see:

E-mail systems

Network topology and e-mail traffic

E-mail message filtering and correlation

Forward mailbox vs. individual mailboxes

Microsoft Dynamics CRM user options


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