In the company we have 3 instances of Dynamics CRM:
A(production 2015),
B(development 2015),
C(development 2016).
Currently the Email Router is configured to manage "A" and "B", we want to test the new version of the email router 2016 and point it to instance "C", the router will be installed in a different server.
If I use the same configuration we have for "B" will the incoming emails be sent to "B" and "C" or this will cause conflicts between the two routers?
It's safe to have more then one email router when they are pointing to different CRM instances within the same organization?
Follow the instructions below:
Related
When a case is created, and emails are sent to the client, the mail syncs correctly between exchange/outlook, and CRM. However when a reply comes back from the client to the service representative, the mails are not automatically tracked as part of the original case that was set even though CRM reference details are present in the email subject line. The track number is correctly injected into the subject of the email and is still present when the client responds.
Our setup is as follow:
CRM : CRM 2016 on dedicated server (all roles)
Exchange : Exchange 2016 on dedicated server (all roles)
SQL : SQL Server 2014 ENT. With DB failover on dedicated server (all roles)
Exchange is configured as Internal Relay, and has outlook anywhere and active sync configured and externally facing. (no other protocols)
CRM mail is configured with Email Profile Authentication using an impersonation account to access and communicate with exchange.
Email accounts are processed using server side synchronisation. And users are using CRM for outlook.
Emails automatically appear in CRM, and can be tracked and set regarding. Appointments and tasks also sync as expected.
The following screen grabs summaries the settings
There are a couple of things that needs to be done here:
Under your Settings > Email, please make sure you add a bit more of digits to the incremental message counter, perhaps to 7.
Tick the box that says "Track emails sent between Dynamics 365 users"
NOTE
For the Emails to create activities in CRM there are a couple of things you need to make sure happens:
- The Customer should reply to a CRM Active Queue
AND
- The tracking subject "CRM:000001" needs to match
I have a requirement where I need to configure my CRM Online with an Exchange Server which is hosted out of my organization's Office 365 to sync Emails for Incoming and Outgoing profiles.
Of the steps, I understand that I need to setup and Email Server Profile of type Exchange that has Server Location pointing to the Exchange Server which I have been using currently. However, I get an error saying that the configuration is invalid and I don't get to save the Incoming and Outgoing server locations. Also, do I need authentication for the same? If yes, of whom should it be? The current Incoming and Outgoing is set to the URL. (Without '/EWS/Exchange.asmx' which is used by default for hosting it on O365.
Any help / links to blogs that effectively explain this would really help.
Thanks !
Supported email service configurations for server-side synchronization
CRM Online only supports Server Side Synchronization with:
Exchange Online in the same tenant in Office365 (mail, tasks, etc.)
Gmail or Yahoo! Mail via POP3/SMTP (mail only)
Anything else is not (yet1) supported.
1 Online to On-Premise SSS is supposed to become supported at some point in the future
There are three ways of handling email processing in CRM:
Server-side synchronization
CRM for Outlook
Email Router
Server-side synchronization does not support hybrid deployments (e.g. CRM Online with Exchange On-premise), as Alex mentions.
I suggest looking into the Email Router. You install it on a machine which is then responsible for synchronizing email messages between CRM and Exchange. For an in-depth explanaion, see Email Router Demystified.
If you also need to synchronize Outlook contacts, tasks and appointments have a look at CRM for Outlook.
We have 3 CRM environments (development, test, production) each with a separate e-mail router. I am trying to find out if it’s correct to have a separate e-mail router in each environment or is it better to have a single e-mail router processing e-mail for all 3 environments. I am also wondering if it is correct to have a separate forward mailbox configured for each e-mail router i.e. crmdevmail, crmtestmail, crmprodmail.
We have 3 separate CRM environments (development, test, production) each configured with a separate e-mail router like the following:
Development
- CRMDBDev1
- CRMAPPDev1
- CRMAPPDev2
- CRMSRSDev1
- CRMMRDev1 <-- e-mail router in dev
Test
- CRMDBTest1
- CRMAPPTest1
- CRMAPPTest2
- CRMSRSTest1
- CRMMRTest1 <-- e-mail router in test
Production
- CRMDB1
- CRMAPP1
- CRMAPP2
- CRMSRS1
- CRMMR1 <-- e-mail router in prod
Each e-mail router is configured to process incoming e-mail from a separate forward mailbox.
- CRMMRDev1: crmdevmail#domain.org
- CRMMRTest1: crmtestmail#domain.org
- CRMMR1: crmprodmail#domain.org
Question 1: Is it typical to configure each CRM environment (development, test, production) with a separate e-mail router?
Question 2: Is it better to have a single e-mail router processing e-mail for all 3 environments?
Question 3: What kind of issues may we run into by having a separate e-mail router in each CRM environment?
when developing CRM, one server is enough with different organizations on same server.
However, since you have more servers for CRM for each use (dev,test,prod), there should not be problem using seperated e-mail routers.
This is fine, but you should not use same email addresses between this dev,test,prod and everything will work fine.
I'm trying to understand how to create CRM Organization on Load Balancing network.
I've three web servers (Web01, Web 02, Web03); three application servers (App01, App02, App03) and a SQL Server (SQL01). I already have Load Balancer setup and there is already one organizaiton setup by someone on all web servers. This organization is Internet Facing. Now I want to create one more Organization on same set of Web Servers. Can anyone please help me understand how to setup new Organization on Load Balancer in this scenario?
An important point to know is that there is a difference between a CRM deployment, and the organizations deployed.
The deployment consist of one or more CRM Server, and a SQL Server that can be clustered. A different server can be used as ReportServer and an Exchange Server can be configured as the email router.
Once the servers are deployed, one or many organizations can be configured using the CRM Deployment manager, on one of the front-end CRM Server. All the front-end (load balanced) server can be used to access any organizations configured in the deployment, based on the current user's credentials. When configuring the organization, the Report Server that should be used is assigned to the organization.
Also, if you are using IFD (Internet Facing Deployment), every organizations should have their own DNS entry (orgId.theprefixchoosen.mydomain.intra) that is pointing to the load balancer's IP address, so that CRM can route the users to the appropriate organization. More can be found in Microsoft's documents on configuring IFD.
Creating the new org is no different that normal. You would do this via Deployment Manager on 1 of the servers. This will basically create the needed SQL DB and associated ocnfig entries. To get the IFD portion working, you will also potentially need to add DNS entries to route traffic for that new orgname to your servers.
I'm Creating a workflow that needs to send the users an email on set events. This I don't have a problem with. However can someone please confirm if you need the local windows SMTP service installed or if I can use another method for it to send the emails.
UPDATE
Ok I've just read about the E-mail Router, just need to find out where it is, and how to get to the configuration settings.
UPDATE
Update 2
Right, Iv'e looked into it and the e-mail router configuration is not used on this CRM set-up, it used an Outlook Add-in which I cant find a lot of into on.
However it appears to work flawlessly.
end update 2
Thanks
AFAIK, Microsoft CRM uses Exchange server to send out emails. Haven't you configured this during setup?
You are right that the Email Router is the way to enable outbound emails from Dynamics CRM. If you haven't done so already, I strongly encourage you to download the Dynamics CRM Implementation Guide. You can jump right to the section called "Planning e-mail integration" to read about it.
What you need to do is configure the e-mail router to operate with a POP3/SMTP server. You can use Windows Server's SMTP service for that. You can use almost any service - i have configured it to work with my gmail account, for instance.
Here are three good articles that you can read to learn more about the e-mail router.
What's New in Microsoft Dynamics CRM 4.0 E-Mail Integration
Dynamics CRM 4.0 E-mail Integration Overview
Microsoft Dynamics CRM: How to configure the On-premise and Online E-mail Router in different deployment scenarios
Now when you configure an email from a workflow, CRM will automatically forward it out through the router to your SMTP email account.
It looks like there are at least two options, one which uses the SMTP or exchange. And another which is an outlook plugin. Which syncs the emails with the owners outlook and then sends out the emails.
EDIT
So the two options which both work are:
Email Router - This appears to be the standard and can use various email servers
Outlook add-in - This sends email based on the owner/email settings in the CRM record.
This works with any email CRM wants to send, and even works with workflows.
I've not got to the bottom of why the outlook add-in has been used at this site, however the workflow functions appear to run without problem, and seamlessly to the owner/user.
end edit