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Microsoft Dynamics CRM 2011 E-mail Router Installation Instructions

This section applies to Microsoft Dynamics CRM Online and on-premises versions of Microsoft Dynamics CRM 2011. The Microsoft Dynamics CRM E-mail Router is a software component that creates an interface between Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online and Microsoft Exchange Server 2003, Microsoft Exchange Server 2007, Microsoft Exchange Server 2010, Microsoft Exchange Online, SMTP, or a POP3-compliant e-mail server. After the E-mail Router is installed, it transfers e-mail messages to the Microsoft Dynamics CRM system, and it sends outgoing e-mail messages that users created in the Microsoft Dynamics CRM system.

Microsoft Dynamics CRM 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.

noteNote
For more information, see Planning email integration in the Planning Guide.

For a list of prerequisites, see Microsoft Dynamics CRM 2011 E-mail Router software requirements in the Planning Guide.

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