Friday, 6 April 2012

Configure MS Dynamics CRM 2011 E-mail Router - part 2

In part 1, I showed how to configure the MS Dynamics CRM 2011 E-mail Router and in this brief post I will show how to configure users to use the e-mail router and the various tracking options.

Open up a user record from Settings | System | Administration | Users.

On E-mail Access Configuration set both Incoming and Outgoing to: E-mail Router as shown below.

Each user can select different tracking options, to do this, users need to go to: File | Options | E-mail

The default option is to track E-mail messages in response to CRM e-mail. This option relies on e-mail correlation, so it is worth having a look at the e-mail correlation settings to ensure that they are sensible.

You can check the e-mail correlation settings from: Settings | System | Administration | System Settings | E-mail.

A tracking token can be used to improve matching accuracy. Adjust the number of digits to match number of users and e-mail frequency. e.g. set Number of digits for user numbers to 3 if fewer than 999 users will be using the system.

In part 3 I will discuss the use of a forward mailbox, which is the recommended option for large deployments.

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