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Set up CRM Online to use Exchange Online

Betrifft: CRM Online

You know how important email is to your business and what happens when email stops flowing for even a short time. You can rid yourself of much of the stress of managing an email server by letting Microsoft Office 365 host your email service with Exchange Online. Then integrate Exchange Online with Microsoft Dynamics CRM Online to take advantage of CRM Online email features.

Start by picking a deployment scenario.

You have choices when it comes to synchronizing messaging between Exchange Online and CRM Online. Review the following scenarios to determine the best choice for your company. Weitere Informationen: Set up and manage email processing and CRM for Outlook

You can set synchronization of email messages, tasks, contacts, and appointments between CRM Online and Exchange Online. To use this functionality you don’t have to install and maintain a separate application. Setup is simpler and maintenance is easier compared to other deployment scenarios. Server-side synchronization is the preferred option for organizations with users who run Microsoft Dynamics CRM in a web browser or on mobile devices, such as tablets or smartphones.

Server-side synchronization in Dynamics CRM

You configure and manage server-side synchronization from within CRM Online. Weitere Informationen: Set up server-side synchronization of email, appointments, contacts, and tasks

Microsoft Dynamics CRM für Outlook provides messaging data integration capabilities on a single-user basis. Dynamics CRM für Outlook is a Microsoft Outlook add-in that doesn’t require server-side synchronization or the E-Mail-Router as the synchronization agent runs in the Microsoft Outlook client on the user’s PC. This is frequently the better option for organizations that regularly use Microsoft Outlook, especially if they need rich offline data capabilities. Note that if Dynamics CRM für Outlook isn’t running, messaging synchronization doesn’t occur until Microsoft Outlook is started again.

In this scenario, all of the Microsoft Dynamics CRM Online users in your company will use Microsoft Dynamics CRM für Outlook as the email client. Microsoft Dynamics CRM für Outlook must be installed for every user in the organization. Weitere Informationen: Set up CRM for Outlook

CRM for Outlook synchronization

The Microsoft Dynamics CRM-E-Mail-Router is a separate application that provides centrally managed Exchange Server and POP3/SMTP-based email server email routing for users, queues, and forward mailboxes. The E-Mail-Router runs continuously as a service and only synchronizes email messages. It cannot be used to synchronize appointments, contacts, or tasks.

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 email. For outgoing email, one or more SMTP servers, Exchange-Webdienste (EWS), or Exchange Online accounts are supported. Email messages come into the Microsoft Dynamics CRM system through the E-Mail-Router. Weitere Informationen: Set up Email Router

Email Router synchronization in Dynamics CRM

Siehe auch

Weitere Ressourcen

Exchange Online

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