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integrate Exchange Server, Web access Outlook Client and MS Dynamics CRM

What is the best way to integrate all these technologies together?
Currently we are using Exchange server and it keeps a copy of all the emails for auditing and compliance. If we integrate MS Dynamics CRM, should we move all the emails (old and new) all to CRM or should we keep it in Exchange server?

Can someone give me some detail the advantage and disadvantage in both cases? Or one is better than the other.

Is there any white paper discuss such a integration? Thanks.

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Chinmay Patel

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Feridun Kadir

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paritoshjani

Hi tommym121,

Exchange and CRM both are tightly integrated witih Windows Active Directory. You may use explore web services.

tommym121

ASKER

In my case, I am in the financial sector. There is a straight compliance to track all emails between our advisors and our customers.

Does that means I have to store all emails to CRM if our company have audit being done every month randomly?

Can the audit be done easily against the customer entity in CRM when the emails are stored under Exchange? Can it be done via programming?

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Feridun Kadir

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tommym121

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Thanks