We have CRM 2011 on prem (soon to be upgraded to 2015 on prem). We use an integrated security setup i.e. once logged into machine no further login to crm required. We have users who move around and use different machines. Is it possible to configure the crm addin for outlook such that it too follows the roaming users around? I don't fully understand the outlook setup but I assume it uses roaming profiles as for the roaming users, the outlook looks the same no matter what machine they log onto. My question is if it is possible to setup the crm for outlook addin such that it too shows up in outlook no matter what machine they are on?
The first step is to setup the Outlook client on all involved machines. People would then be able to use it everywhere, the only caveat would be the "primary" vs "secondary" clients distinction:
If a user is setup on more than one Outlook client, you'll see a message about "choosing the synchronization client". What that means is, only one client can be the "primary" client, the others will be "secondary".
Being the primary synchronization client only affects Outlook data. All CRM data is synced the same way no matter if the client is the primary or a secondary.
Contacts, Tasks, and Appointments sync slightly differently between primary and secondary clients. When the primary client tracks, updates, or deletes one of these Outlook objects, they will immediately be synced back to CRM. When a secondary client does, the changes will not be synced back to CRM until the primary client performs its next sync.
Emails and the tracking of emails are handled the same for both primary and secondary client.
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.
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'm working at a client site, and connect to their Exchange 2000 server via web mail. I have Outlook 2007 running as well connected to my companies Exchange 2007 over HTTP.
Is there any way to connect to the client's Exchange 2000 server using anything other than web mail? Ideally, Outlook 2007 would be able to do it, but I don't think that is possible. POP isn't an option, because I need calendaring.
Thanks,
Zach
Unfortunately, Outlook 2007 can only connect to one Exchange server per profile. To get this capability, you can upgrade to Outlook 2010. Outlook 2010 will connect to multiple Exchange servers in a single profile with no problem.
As a consultant, I have the need to connect to multiple email accounts all the time--my current profile is configured to connect to my corporate Exchange server, a client's Exchange server, two different Office 365 (Exchange Online) accounts, two different Google Apps accounts, and a Hotmail account. I love being able to easily navigate among all the different email accounts I regularly use via the native Outlook 2010 UI; I could never go back to multiple browser windows and Outlook profiles!
[I realize this is a 'stale' question, but I noticed it popped up in a search on the topic so I'm posting this answer as this information isn't reflected in any of the earlier answers.]
You can always use more than one Outlook profile.
http://office.microsoft.com/en-us/outlook/HA011471581033.aspx
There is a way of opening 2 Outlook instances running 2 different profiles.
Please see this link -> http://www.pcauthority.com.au/Feature/136036,server-101-access-multiple-exchange-servers-with-outlook.aspx
I dont think outlook will allow more than 1 exchange server connection. One option would be using another email clients like thunderbird to connect to the other exchange server [I haven't tried it though]. In case you need to know how to configure thnderbird to connect to exchange server, here is a link.
You can create multiple profiles in Outlook. You won't be able to open them all at the same time, but you can set outlook to ask you whihc profile to open when you start it.
this is an old link, but the process is essentially the same if dealing with 2003 or 2007.
http://www.cod.edu/it/howdoi/profiles/
hth...
andres
With Exchange 2000, external access is only possible using Outlook Web Access or POP/IMAP. With Exchange 2003 and 2007 you can connect using the outlook client using RPC, but not in 2000.
On a side, you can only have 1 Exchange connection in outlook, so you would have to use multiple profiles.
Apple's Mail Client will connect to any number of Exchange servers at a time. I believe that the Open Source Evolution mail client will similarly do so.
Outlook (2007 now) is my favorite mail client and I would like to keep using it for both private and work emails. But with my new work, I discovered (with horror) that we have to use Lotus Domino and Lotus Notes 6.5 as client.
Is it possible to get my Lotus mails inside Outlook while maintaining my private POP mails in their existing PST ?
Here is the configuration:
Lotus Domino server version is 6.5
Outlook 2007 (fully patched) with a pst file created to handle private POP mail accounts.
MS Office Outlook Connector for IBM Lotus Domino v2.0.4007.0
EDIT: Of course, I have tried to add the account directly using Tools ==> Account Settings ==> New ==> Other ==> Lotus Notes Mail, exit Outlook and re-open it. Then I get the following error:
The set of folders cannot be opened. An unexpected error has occured.
MAPI was unable to load the information service nwnsp.dll. Be sure the service is correctly installed and configured.
(This also my first question to StackOverflow so it is my way to test the return of this site.)
EDIT 1/07/2009: As I have discovered that the POP/SMTP ports were opened, I have decided to use this method to retrieve and send emails, fully aware of the disadvantage of the methods but at leas,t I am now using Outlook as client.
The best way to do it is to use Domino Access Manager for Outlook.
There is an IBM redbook that provides all the details here:
http://www.redbooks.ibm.com/abstracts/sg246754.html
Abtract:
This IBM Redbook discusses IBM Lotus® Domino® Access for Microsoft® Outlook, the software solution that allows Outlook client users to easily access mail and calendar data that is stored on Lotus Domino servers.
If you want to improve the reliability and scalability of your messaging infrastructure and to add collaboration, upgrading from Microsoft Exchange to IBM Lotus Domino Access for Microsoft Outlook (DAMO) provides the solution. With DAMO, you have reliable, scalable, and secure Lotus Domino Messaging to Microsoft Outlook users without requiring users to change from the Outlook client -- users simply work with mail, calendar, and task data on Lotus Domino instead of Microsoft Exchange. Familiar Microsoft Outlook features are supported, including rich text, folders and Directory Catalog. Lotus Domino Access for Microsoft Outlook also gives Microsoft Outlook users the additional benefits of Domino Messaging features, including full text search capability for their mailbox and native support for Internet standards (SMTP/MIME and HTML).