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.
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'm looking to establish synchronization between a hosted Exchange and Dynamics CRM Online.
Is this feasible?
Yes this is possible, please see: Set up server-side synchronization of email, appointments, contacts, and tasks
Does Outlook2010/2013interface with anything other than IMAP or Pop3? If so how? While manual configuration of imap works, the autodiscover wizard is turning up nothing. I have the cname on my 1and1.com pointed to www.mydomain.us. The manual setup for Outlook.com or compatible prompts for a server. Is that supposed to be the same server as specified for the imap?
I am hoping that setup for Outlook clients on pc and laptops is as seamless as it is when the pc/laptop is on a LAN. Can Outlook Anywhere (over https/rpc) be used? If so, how does one obtain the proxy server names and settings?
When it is all setup will the enduser experiance emulate that of Outlook and Exchange 2010 in regards to calender sharing and contacts?
Thankyou for any insight.
I don't know what 1and1.com offers, however you can only use OutlookAnywhere (RPC-over-HTTP) with Exchange 2003-2013.
Outlook 2003-2013 can use IMAP, POP, Exchange MAPI (RPC). With add-ons you may be able to support other protocols, but I've never used any.
For autodiscover to work, you'll usually need Exchange although there are some ways to generate the autodiscover XML without Exchange. Outlook 2010-13 (and I think 2007 too) can try guess the settings for IMAP/POP settings based on your email address, but the server would have to use pretty standard hostnames and ports for it to guess correctly.
IMAP and POP only support email message types and will not sync contacts and calendars between the server and the Outlook client, not natively anyway.
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
I am working on .net applicaton that need to send emails to clients. I am trying to figure out what would be that best solution to send emails. Here is what i have considered. Could you please suggest what would be the best way to go for?
1>Windows server 2008 in built smtp
service.
2>Exchange server hosted in our
datacenter.
3>Use google apps for sending
emails(Basically same as gmail like
for custom domain).
I have explored all options and below are findings.
1>I think would be way to go. Also
supports drop in directory to send
emails so can achieve disconnected
email activity.
2>Application would be tied up with
availability of exchange server and
we dont have any exchange server
support personal. Only developers
poke around in exchange server and
got it working. So if option 1 is as
good as 2 then would like to go with 1.
Is there any drop in directory feature in exchange server like 1?
3>Tried gmail smtp stuff didnt
work. I was receiving timeout error.
Also there is no guarantee that
gmail will send our mail
reliability. They can decide anytime
to stop sending our mails as we are
using free standard version of
google apps.
Other questions:
I installed smtp service in windows server 2008. Now to use this do i need to change any MX record and anything? What i need to do so it can send email using my domain name. Or it can send email for any domain?
I would use a hybrid of 1 and 2. Use local SMTP, but have it relay to your exchange server. Emails will queue if it can't relay to exchange and you have one server(s) that handle all of your outgoing/incoming mail. This support doc explains this setup: http://support.microsoft.com/kb/303734
You only need an MX record if you'll be receiving mail from that domain too.
I would also put in a reverse DNS entry for your domain, which will help with spam detection.