We are in the process of evaluating CRM 4.0. The key stake holder of this project wants something that integrates with Outlook. From what I've read you can either use an E-Mail Router, which processes email from within the CRM Browser interface, or you can use CRM for Outlook which basically gives you access to everything you would see in the browser interface in Outlook. When installing CRM trial, on the screen that asks for "E-Mail router server name" I put in our Exchange server name, but the verification process rejects this. Is this because it is looking for the server where the E-Mail router is installed and not just an Exchange server? If you go the E-Mail router path does that mean that all you'll see in your Outlook inbox are the emails generated from/to you? If you go the CRM for Outlook path does that mean there is no email access in the Browser interface? I've read the planning and installation guides. Are there any other papers/web-info out there on this? Any help will be apprciated
1 = CRM outlook path: if you want to not use email router then its fine , whenever your users want to send mail through browser then you need to keep your outlook open as browswer will be using outlook to send email. 2 = email router path: if you want to use email router as sending the mail from browser then install email router for incoming/outgoing path and when you are done then you need to change the setting . on crm Tool ..option-- click on tab Email allow use of email credentails allow email router to send the email on my behalf user name password /Aamir
