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Automatically send email to CRM Live Using the Email Router

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I hooked up the CRM Email Router today to pull data from a POP email account and insert into a queue.

Mike Lu, one of the talented program managers at Microsoft, did a great video on it at <www.mikelu.org/archives/176>

Essentially, the Email Router is a software service that can be run on a server or client machine. It doesn't care. You configure it with 3 steps.

1. Where to get the email from

2. What CRM deployment to send the email to

3. What User,Queue or Forward email to use.

You can use the router to push and pull email out of Exchange or a POP account into your CRM instance.

The only caveat I found was if you use the EA2 tool, it has a slight error. When it prompts you for the server name it gives,

https://dev.crm.dynamics.com/MSCRMServices/<orgname>

it should be

https://dev.crm.dynamics.com/<orgname>

Other than that, watch Mike's video for the 'how to' and you'll be set.

This is a great tool to automate the process of having leads or customer service request automatically go into CRM. Just set up an email account, like Info@Contoso.com or Support@Contoso.com and have the email router push the email into a queue. Then when emails come into the queue you could route to users using workflow or just monitor the queue for information.

-cheers
Jon

Comments

  • Anonymous
    May 11, 2009
    The comment has been removed
  • Anonymous
    January 22, 2012
    Hi, can you please provide another link for the video as this link is not working