Microsoft Dynamics CRM 2016 - Installation & Deployment -

Microsoft Dynamics CRM 2016 – Installation & Deployment

Locus IT ServicesMicrosoft Dynamics CRM 2016 – Installation & Deployment

Lesson 8: Managing Emails

Managing Emails

Microsoft Dynamics CRM provides the following methods to send and receive emails:

  • The Microsoft Dynamics CRM Email Router
  • Server-side synchronization
  • Microsoft Dynamics CRM for Microsoft Office Outlook (but not for queues).

The above methods are used to perform the following:

  • Send email messages generated by the Microsoft Dynamics CRM application (such as emails created in a marketing campaign, a quick campaign, workflows, or dialogs).
  • Automatically copy email messages received in a user’s mailbox to Microsoft Dynamics CRM (subject to the user’s tracking settings).
  • Receive email messages addressed to a Microsoft Dynamics CRM queue.

The Microsoft Dynamics Email Router and server-side synchronization provide centrally managed email routing solutions for Microsoft Dynamics CRM users and queues.

Or, you can use Microsoft Dynamics CRM for Microsoft Office Outlook, in which case the Microsoft Dynamics CRM Email Router is not needed and server-side synchronization does not have to be configured.

Refer to the modules “Manage Email” andMicrosoft Dynamics CRM for Microsoft Office Outlook” for more information.

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