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CRM application

Posted on 2014-10-20
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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?
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Question by:MainSail2007
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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.
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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
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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.
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by:MainSail2007
ID: 40407565
Hi Simon; So the CRM application would need to be changed??  I don't follow the process?  Thanks
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Simon Butler (Sembee) earned 500 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.
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by:MainSail2007
ID: 40419471
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