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robyoder
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Synchronize Dynamics CRM activities without the CRM Client for Outlook

Using Dynamics CRM 4.0 with Update Rollup 8. We'd like to be able to have tasks, appointments and other activities synchronize with users Exchange mailboxes without them having to run the CRM Client for Outlook.

For example, a salesperson is out of the office and someone (or some workflow) creates a phone call task for them. We'd like that to get pushed directly into Exchange so that it syncs with their windows mobile phone without having to run Outlook to synchronize the activity.

This may or may not matter, but we are using a hosted Exchange server.
Enterprise SoftwareExchangeMicrosoft Dynamics

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robyoder

8/22/2022 - Mon
normanni

You may want to look at changing you incomming and outgoing settings to use the CRM email router instead of outlook client. You can install the Email router on several computers if you want. It is not necessary to install the E-mail Router on a computer running Microsoft Exchange Server. Therefore, it is recommended that you install the E-mail Router as the only application on Windows Server 2003 or Windows Server 2008 computers in the cluster or in an existing cluster that is operating with a light load. You can even install it on a worksation if the email traffic is very light. I'd perfer to install it on a server if you were to ask me.

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robyoder

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We'll test having a terminal service or virtual machine to run as a 'syncing station' for each of the users that needs to have offline syncing of tasks. If that doesn't work, we'll just try to use email notifications as much as possible.
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