Microsoft 4 Step 3: Configure User E-Mail Settings

Microsoft Dynamics CRM 4.0 Installing Guide

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6. The System Requirements page appears. This is a summary of all system requirements for a

successful Microsoft Dynamics CRM for Outlook installation. Failed checks must be corrected

before configuration can continue. If a problem will take time to correct, cancel the Office

Configuration Wizard at this point, fix the problem and restart the Office Configuration Wizard. All

errors must be resolved. If no errors, or if only warnings appear, you can continue with the

configuration. To do this, click Next.

7. On the Configuration Complete page, click Finish. If there was a problem that occurred

during the installation, click View the log file to review the log file for information about the

configuration.

Step 3: Configure User E-Mail Settings

The E-mail Router is no longer required to send and receive Microsoft Dynamics CRM e-mail

messages. Instead of using the E-mail Router, Microsoft Dynamics CRM for Outlook can be used

to perform the following tasks:

• Deliver received e-mail messages to Microsoft Dynamics CRM.

• Send e-mail messages that are generated from Microsoft Dynamics CRM.

The e-mail messaging incoming and outgoing options can be set differently for each user or

queue. These incoming and outgoing options are configured on the User form. To open a user

form, in the Navigation Pane, click Settings. Under Settings, click Administration. Then, in the

Administration area click Users, and then double-click the user that you want.

Note By default, Microsoft Dynamics CRM sets both the incoming e-mail server

type and the outgoing e-mail server type to Microsoft Dynamics CRM for Outlook.

For more information about these types, see the following section.

The incoming e-mail configurations that can be used when a user or a queue receives Microsoft

Dynamics CRM e-mail messages are as follows:

• None. Use this option for users or queues that do not use Microsoft Dynamics CRM to

send e-mail messages.

• Microsoft Dynamics CRM for Outlook. This option requires that Outlook be installed on

the user’s computer. This option does not require the E-mail Router component.

However, to process Microsoft Dynamics CRM e-mail messages, Outlook must be

running. .

• Forward Mailbox. To use this option, you must install the E-mail Router. This option

requires a “sink” mailbox, which must be created by the administrator. The E-mail Router

processes e-mail messages that are forwarded to this mailbox. Although this option does

not require users to run Outlook, it does require that a server-side rule be deployed for

the user. If you are using Exchange Server to process incoming e-mail messages, you

can deploy the rule by using the Rule Deployment Wizard.

• E-mail Router. This option delivers Microsoft Dynamics CRM e-mail messages directly

to Microsoft Dynamics CRM, without the need of a forward mailbox. The e-mail system

that is used to process messages can be Microsoft Exchange Server 2003, Exchange

Server 2007, or a POP3-compliant server.