Microsoft Dynamics CRM Email Router Installing Guide for use with Microsoft Dynamics CRM Online

The Microsoft Dynamics CRM Email Router creates an interface between Microsoft Dynamics CRM Online and Microsoft Exchange Server 2010, Exchange Server 2013, Microsoft Exchange Online, SMTP, or a POP3-compliant email server. After you install the Email Router, email messages can be sent to and from Microsoft Dynamics CRM.

Microsoft Dynamics CRM Online 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 Microsoft Dynamics CRM Online 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.

If you would like a version of this document to print, you can download Microsoft Dynamics CRM for Email Router Installing Guide for use with Microsoft Dynamics CRM Online.

The following topics cover using the Microsoft Dynamics CRM Email Router with Microsoft Dynamics CRM (on-premises) and with Microsoft Dynamics CRM Online.

Choose a method for message synchronization

Microsoft Dynamics CRM Email Router hardware requirements

Microsoft Dynamics CRM Email Router software requirements

Install Email Router and Rule Deployment Wizard

Troubleshooting Email Router issues

Upgrade CRM 2013 Email Router to CRM 2015 Email Router