Nice article for Email configuration in CRM
Server-side synchronization eliminates the need for Microsoft Dynamics CRM for Outlook that existed with earlier versions of Microsoft Dynamics to manage and track emails from/to Outlook.
Microsoft Dynamics CRM integrates with Outlook using the Microsoft Dynamics CRM for Outlook client (the Outlook plug-in), but earlier versions of Microsoft Dynamics CRM usually required both an installed and configured email router (typically on a separate machine) and Outlook to be running (for it to send and receive emails). Use of server-side synchronization eliminates the need for the email router.
In addition, server-side synchronization now provides a level of integration with Exchange directly to allow for this functionality. An example of this is as follows:
1. A user creates a new email and selects the Track in CRM option.
2. The user clicks Send on the email, which sends it to Exchange for routing (sending).
3. Exchange communicates with Microsoft Dynamics…
View original post 6,174 more words