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Install Email Router for Microsoft Dynamics CRM 2015 and CRM Online

Applies To: CRM 2015 on-prem, CRM Online

The Microsoft Dynamics CRM Email Router is a software application that creates an interface between Microsoft Dynamics CRM 2015 or Microsoft Dynamics CRM Online and a supported Microsoft Exchange Server, SMTP, or a POP3-compliant email server. After the Email Router is installed and configured, it transfers email messages to the CRM system, and sends outgoing email messages that are created by users, workflows, or custom applications in the CRM system.

ImportantImportant
Instead of using the Email Router, consider using server-side synchronization, which offers similar functionality and is easier to manage. More information: Set up server-side synchronization of email, appointments, contacts, and tasks

Only one instance of the Email Router should be installed in an organization.

Microsoft Dynamics CRM stores email messages as activity records. These email activity records include both the contents of the email message, such as the text of the message and its subject line, and relevant associations with other CRM records.

For example, when a salesperson replies to a customer about a case, the salesperson creates an email activity record that includes the text of the message, plus information associating the email activity record with the correct case record.

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