Microsoft Dynamics CRM 3.0 E-Mail Tracking

If you deploy Microsoft CRM and you use Exchange Server 2000 or 2003 for your corporate e-mail, you have the option of installing the Microsoft CRM-Exchange E-mail Router (also called the Router), which you can configure to provide the following benefits:

Users can create and send e-mail messages by using the Web client interface.

You can automatically create copies of all incoming messages (to Microsoft CRM users) in the Microsoft CRM database.

Microsoft CRM can automatically track e-mail conversations and threads by using a tracking code appended to the message subject line.

You can manually track individual e-mail messages in the Microsoft CRM database on an ad hoc basis in the Microsoft CRM client for Outlook.

You receive the Router software with the purchase of Microsoft CRM, so there's no additional cost. When you install the Router, Microsoft CRM also installs the Rule Deployment Wizard, which you can use to help administer and manage e-mail tracking configuration. If you're using Exchange Server at your organization, you should absolutely plan on using the Router with your Microsoft CRM deployment.

Note You do not need Exchange Server to use Microsoft CRM. If you don't want to use Exchange Server,you can still send e-mail messages through the Web client with any Simple Mail Transfer Protocol(SMTP) mail server. However, without Exchange Server and the Router, you won't be able to track inbound and outbound messages automatically.

If you want to use the e-mail tracking features, you must confirm that the e-mail tracking option is activated for your deployment. You can verify this by browsing to the Settings area, clicking Organization Settings, clickingSystem Settings, and then clicking E-mail Tracking.