IfyouhavebeenusingMicrosoftDynamicsCRMforanyamountoftime,youareundoubtedlyfamiliarwiththeEmailRouter。

TheEmailRouterisasoftwareapplicationthatcreatesaninterfacebetweenCRMand?

anemailsystemtoallowforthesending?

ofemailmessagestoandfromMicrosoftDynamicsCRM。

UseoftheEmailRouterrequiredthatitbesetuponasupportedsystem,eitheronahostedvirtualmachineoracomputerwithnetworkaccesstoCRM。

Let’stakeaquick(simplified)?

lookathow?

theEmailRouterworks

SendingemailfromCRM

TheEmailRouterqueriesCRManddeterminesifthereareanymessages?

to?

send。

Ifthereare?

messagestosend,theEmailRouterthenestablishesaconnectionwiththeEmailserver。

Onceaconnectionismade,theEmailrouterthenpassesthemessagetotheEmailserverfordelivery。

IftheEmailserveracceptsthemessage,itwillsendtheEmailtotherecipients。

ReceivingemailtoCRM

TheEmailRouterlogsintotheEmailServerusingcredentialsofanaccountwithfullmailboxaccesspermissionstotherecipientsmailbox。

Onceconnected,theEmailRoutercrawlsthemailbox(inboxandsub-folders)andforeachemailitfindsitqueriesCRMtodetermineiftheemailshouldbecreatedasaCRMemailactivity。

IfCRMindicatesthatanemailmeetsthecriteriatocreateanemailactivity,oneiscreatedinCRM。

WhiletheEmailRouterdidagoodjobofintegratingincomingandoutgoingemailwithCRM,itdidnotprovide?

theabilitytosyncappointments,tasksandcontacts?

Forthat,theMicrosoftCRMforOutlookaddinwasrequired。

WiththeintroductionofMicrosoftDynamicsCRM2013camea?

newwayofintegratingCRMwithemailcalledServerSideSync。

ServerSideSyncisbuiltinfunctionalitythatallowsCRMtocommunicatedirectly?

withanemailsystemwithouttheneedfora?

separatecomponentliketheEmailRouter?

Inaddition,iftheemailsystemisanExchangeserver,ServerSideSynccanalsobeusedtosyncappointments,tasksandcontactswithoutrelyingontheMicrosoftCRMforOutlookaddin。

AsoftheDecember2016updatedforDynamics365onlineandon-premises,theEmailRouterhasbeendeprecatedandMicrosoftisstronglyrecommending?

that?

DynamicsCRM/365administratorsmigratefromtheEmailRoutertotheServerSideSync。

AlsoasoftheDecember2016updateforDynamics365,ServerSideSyncisnowsupportedinhybridenvironmentssuchasDynamics365OnlineandExchangeOn-premiseandDynamics365On-premiseandExchangeOnline。

BeringerTechnologyGroup,aleadingMicrosoftGoldCertifiedPartnerspecializinginMicrosoftDynamics365?

andCRMforDistribution。

WealsoprovideexpertManagedITServices,BackupandDisasterRecovery,CloudBasedComputingandUnifiedCommunicationSystems。

Letsblockads!

(Why?

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CRMSoftwareBlog|Dynamics365