Want to protect your cyber security and still get fast solutions? Ask a secure question today.Go Premium

x
?
Solved

CRM application

Posted on 2014-10-20
6
Medium Priority
?
136 Views
Last Modified: 2014-11-03
We have a hosted CRM application that relay on the Exchange server to send email.  What we would like to do is have a copy of the email that is relayed sent to the 'senders' email box.  So if our internal user Joe.Smith@example.com sends an email from the CRM system; the CRM system will relay it off our exchange server.  However it is only recorded in the CRM system and not in our exchange and for archiving purposes we want it in the exchange server.

How can this be done?
0
Comment
Question by:MainSail2007
  • 3
  • 3
6 Comments
 
LVL 63

Expert Comment

by:Simon Butler (Sembee)
ID: 40392507
Limited options here.
A transport rule is probably going to be required, but you will have to configure it carefully so it doesn't capture everything. I would look at one of the messages the CRM application sends to see if there is a common identifier - a header for example, that you can create a rule on.

The end users will then need to create a rule to put the messages in to the Sent Item folders. That isn't something that you can do easily from the server.

The other option would be to get something written for you that captures the email and then places the email in the sent items folder using EWS or similar. I know that can be done, as some of the disclaimer/signature management software products do it.

Simon.
0
 

Author Comment

by:MainSail2007
ID: 40405584
we are looking for something that does not have any user input something that will take a  copy of the message to the archive folder for us and to their sent folder and thoughts
0
 
LVL 63

Expert Comment

by:Simon Butler (Sembee)
ID: 40407370
Then you are looking at the last option I identified, and that is getting something written for you.

Simon.
0
Independent Software Vendors: We Want Your Opinion

We value your feedback.

Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

 

Author Comment

by:MainSail2007
ID: 40407565
Hi Simon; So the CRM application would need to be changed??  I don't follow the process?  Thanks
0
 
LVL 63

Accepted Solution

by:
Simon Butler (Sembee) earned 1500 total points
ID: 40408462
No, you would have to get a transport agent and application written for you to
a. capture the message
b. place it in the sent items of the mailbox.

Most CRM applications like to operate as if they are the centre of the world, and have everything stored in their application, which is why you don't have the sent items in the mailbox.

Simon.
0
 

Author Closing Comment

by:MainSail2007
ID: 40419471
answers the question
0

Featured Post

Problems using Powershell and Active Directory?

Managing Active Directory does not always have to be complicated.  If you are spending more time trying instead of doing, then it's time to look at something else. For nearly 20 years, AD admins around the world have used one tool for day-to-day AD management: Hyena. Discover why

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Steps to fix error: “Couldn’t mount the database that you specified. Specified database: HU-DB; Error code: An Active Manager operation fail”
Mailbox Corruption is a nightmare every Exchange DBA wishes he never has. Recovering from it can be super-hectic if not entirely futile. And though techniques like the New-MailboxRepairRequest cmdlet have been designed to help with fixing minor corr…
To add imagery to an HTML email signature, you have two options available to you. You can either add a logo/image by embedding it directly into the signature or hosting it externally and linking to it. The vast majority of email clients display l…
how to add IIS SMTP to handle application/Scanner relays into office 365.
Suggested Courses

571 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question