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The CRM 4 Email Router is super flexible. In this blog, we'll try to explain the commonly used deployment scenarios.
The crm router for crm 4 has many deployment options. The vast number of deployment options are often confusing. Furthermore, each component exchangeemail servers, crm server, and email router can be either on premises or partner hosted independent of the location of the other components; any combination is supported. Most of our hosted Microsoft CRM clients also have hosted email router, but many have email router on premises or in other combinations.
When discussing email options there are two types:
Inbound Emails. Inbound emails need to be checked to see if they should be tracked in crm. If they should be tracked in crm a copy of the email is placed in crm. This copy contains the full email including any attachments.
Outbound Emails – Outbound emails are emails generates from crm itself. These emails can be generated from workflows, campaigns, etc.
Every user and every queue COULD have its own method for inbound and outbound. Typically all users are configured the same, but unique configurations per user can be made.
Below are the most commonly used deployment options. These are not all the deployment options, but a summary of the most commonly used options. These are the high level options and do not include all the different connection methods that can be used within each option.
For a good technical reading refer to:
CRM 4 Email Router Configuration XML file
CRM 4 Email Router Configuration Guide
The crm 4.0 email router is a windows service with a configuration GUI. It can be installed in any server such as a new server all by itself, the crm server, or in the exchange server. It does not need to be installed in the exchange server. Typical mid/small sized installations have the email router in the crm server. The crm email router can connect to crm using on premises authentication OR partner hosted spla authentication.
The sections below discuss the inbound and outbound configuration options
When outbound emails are processed by the outlook crm client, the outlook crm client sends all emails that are generated by the crm system.
Advantages and disadvantages:
Impact on Exchange or Email servers:
This is one of the most common deployment options for outbound emails. Emails generated by the crm server are sent immediately by using the email router. The email router can then relay this to any smtp server OR send it by using a locally install smtp service.
Advantages and disadvantages:
Impact on Exchange or Email servers:
When inbound emails are processed by the outlook crm client, the outlook crm client determines when the emails should be placed in crm and does so accordingly. Using this option inbound emails are only added to crm for a user when their outlook crm client is running.
Advantages and disadvantages:
Impact on Exchange or Email servers:
Inbound emails are processed by the email router. This means that the email router needs to access the server or servers where these emails are located. The email router needs to access:
OR
The email router can support these protocols for accessing the mailbox or mailboxes:
In addition both http and https and non-standard ports are supported
This scenario is most often used in cases where:
Impact on Exchange or Email servers:
We hope that you find this information helpful – we work with many folks doing ISV Hosting, XRM hosting, or everyday Hosted Microsoft CRM…if you need help with this and are looking for a firm to work with contact us at PowerObjects.