Microsoft Dynamics CRM E-mail Router
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 provides 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 servers running Exchange Server, Exchange Online accounts, or POP3 servers, for incoming e-mail. For outgoing e-mail, one or more SMTP servers, Exchange Web Services (EWS), or Exchange Online accounts are supported. E-mail messages come into the Microsoft Dynamics CRM system through the E-mail Router. For more information, see Microsoft Dynamics CRM 2011 E-mail Router software requirements in this guide.
|Although it is supported, we do not recommend that you install the E-mail Router on a computer that is running Microsoft Exchange Server.|
|You can deploy and run the E-mail Router on multiple computers in a Microsoft cluster to provide high availability and failover functionality. For more information, see Install E-mail Router on multiple computers in the Installing Guide.|
After you install the E-mail Router, you must run the E-mail Router Configuration Manager, an application that is installed during Microsoft Dynamics CRM E-mail Router Setup. You can use the E-mail Router Configuration Manager to configure the following:
One or more incoming profiles. An incoming profile contains the information about the e-mail systems that will be used to process incoming e-mail messages.
One or more outgoing profiles. An outgoing profile contains the information about the e-mail systems that will be used to process outgoing e-mail messages.
One or more deployments. The Deployments area contains information about the Microsoft Dynamics CRM deployment and maps to an incoming and outgoing profile.
Users, queues, and forward mailboxes. This area contains information about each user that will use the E-mail Router for e-mail tracking. You can also configure e-mail routing for queues and define a forward mailbox.
For more information about the E-mail Router Configuration Manager, see the following resources:
Microsoft Dynamics CRM 2011 E-mail Router Installation Instructions in the Installing Guide
E-mail Router Configuration Manager Help
The E-mail Router can connect to one or more e-mail servers running Microsoft Exchange Server or Exchange Online. The E-mail Router can also connect to POP3-compliant servers to provide incoming e-mail routing. For outgoing e-mail, you can use SMTP and EWS (Exchange Online only). For more information about the e-mail server versions and protocols that Microsoft Dynamics CRM supports, see Microsoft Dynamics CRM 2011 E-mail Router software requirements in this guide.
Exchange Server is an enterprise messaging system with the versatility to support various organizations. As with Active Directory and Microsoft Dynamics CRM, Exchange Server requires planning before it is deployed. Many documents are available from Microsoft that explain how to plan, deploy, and operate Exchange Server. For more information, see Additional resources for Exchange Server in this guide.
Network topology and e-mail traffic
The overall requirements to deploy and configure an effective Microsoft Dynamics CRM e-mail solution for a small business are similar to those of a large enterprise. However, a small business might not have an IT department. As you plan your e-mail solution, consider the details of your particular IT environment, such as who is responsible for network administration, what is allowed for E-mail Router placement, use of forward mailbox and forwarding rules.
To optimize performance, carefully consider the size, complexity, and geographical distribution of your network. The location of your e-mail servers, the number of users who will route e-mail to and from Microsoft Dynamics CRM, expected traffic levels, and the frequency and size of attachments should help guide your decisions.
For example, an international enterprise-level Microsoft Dynamics CRM deployment might have user and queue mailboxes in multiple sites, regions, or countries. Such a deployment may accommodate multiple Microsoft Dynamics CRM organizations and multiple e-mail server configurations. The e-mail servers might be located inside or outside the corporate domain, separated by firewalls.
A small business deployment, on the other hand, will typically have a relatively small number of users and significantly less e-mail traffic. Frequently, there will be no full-time IT department to configure and maintain an E-mail Router deployment.
Avoid mailbox storage problems
Every organization has its own unique requirements for e-mail message routing and storage. To avoid problems that can result from overtaxing your system's storage capacity, consider the following when you plan an E-mail Router deployment:
All e-mail messages
E-mail messages in response to CRM e-mail
E-mail messages from CRM Leads, Contacts, and Accounts
E-mail messages from Microsoft Dynamics CRM records that are e-mail enabled
For more information, see E-mail message filtering and correlation in this guide.
What storage quotas should be applied to each mailbox? For more information about how to apply mailbox storage quotas and managing automated messages that are sent to mailbox owners when their size limit is exceeded, see the documentation for your e-mail system.
How long should e-mail messages be stored? For more information about automatically archiving or deleting e-mail messages, see the documentation for your e-mail system.
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