My CRM in sync with a Exchange Server. When i activate this option in mailbox configrations, it deletes mails permanently from Email Exchange server. But i want to move them to "Deleted Items" folder instead of deleting them permanently. Is there any way to do that ?
is this configuration going to be for all your users or for a 'system mailbox'? If it is a system mailbox i would think about configuring this server side as i don't believe this is a way to change the configuration from within CRM. hope this helps
CRM issues a HardDelete request to the Exchange EWS API, unfortunately there is no obvious way of configuring this.
Related
I'm having an issue, I have an On-Premise CRM Dynamics environment with Server Side synchronization, the sync works fine.
When creating appointments the System Users receive a meeting invite, but this is not sent to contacts in the system (even though some of them are emails from the same AD).
Is there an error log I can check, or some extra configuration needed in exchange server for it to work?
P.S. I'm attaching the current configuration.
When using server side synchronization, the account used as part of the authentication setup must have elevated permissions to send email on behalf of others or you need to modify the user's settings to allow others to send emails on their behalf, this could be what is causing the issue, also could you open up the emails that were not sent, they should also have an error message describing why the sending the email failed.
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.
Something corrupted my user profile.
I was running a profile where I connected to a gmail via pop3 and our local exchange server. One day I killed a process via the debugger during the startup process for Outlook (I am developing an Outlook addin). Ever since that point, I cannot load Outlook with the exchange server.
I have deleted the original profile and created 2 new profiles where I separated the accounts. The pop3 one will load every time the pop3 profile is selected. The exchange one will hang on loading profile, every time the exchange profile is selected. I get the following message.
Cannot open your default e-mail folders. You must connect to Microsoft Exchange with the current profile before you can synchronize your folders with your Outlook data file (.ost).
I've tried running outlook in safe mode, addins disabled, /resetnavpane, outlook reinstalled. The exchange server is up and running just fine (I can successfully perform the Test Email Autoconfiguration).
Any ideas on what else to try?
In the end, I followed the steps from http://blog.mpecsinc.ca/2011/06/outlook-error-cannot-open-your-default.html with the addition of a exchange server reboot.
Did you just copy your OST file to a new profile? You cannot do that: OST files are bound to a particular profile.
I had the same problem and I tried:
outlook.exe /resetnavpane
... but it did not help.
I was about to delete the profiles but just then realized that one of the PST file was too big - almost 2 GB. Renaming them fixed the startup problem.
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.