Techknowledge Article 30150

Can someone with access to Partner Source or Customer
Source please post Techknowledge article 30150 to this
newsgroup? Supposedly this article contains a clue on
how to use CRM email activities without having Exchange
setup.

Thanks in advance.

John
Tue Dec 02 12:54:41 CST 2003

TechKnowledge
How to Create and Configure a Queue and User That Can Receive Incoming
E-mail in Microsoft CRM


Printable Link
Email this link

Document ID: 30150
Date Created: 4/10/2003
Date Last Modified: 10/9/2003 9:28:10 AM
Language: English - United States
Country: USA
Product: Microsoft CRM
Versions: 1.0
Modules: Microsoft CRM Email, Microsoft CRM Installation, Microsoft CRM
Server Administration, Microsoft CRM Service, Microsoft CRM Setup

Issue

How to create and configure a Queue and User that can receive incoming
e-mail in Microsoft CRM?

Resolution

Create a Queue User

Steps for creating and configuring a Queue User that can receive incoming
e-mail (for example, the e-mail address may be support@yourcompany.com).

1. Log onto the Exchange 2000 server (EXBE01) using an account that is a
member of the Domain Administrators group.

2. Click Start, point to Programs, point to Microsoft Exchange, and then
click Active Directory Users and Computers.

3. Click View, and then Advanced Features to enable viewing Advanced
Features Property sheets.
4. In the Console Tree, double click the Domain Node.

5. In the Details pane, right-click the Container where you want to add the
User, point to New, and then click User.

6. In First Name, type the Queue Name (for example, support).

7. In User Logon Name, type the Name that the User will log on with
(support) and, from the drop-down list, click the UPN suffix that must be
appended to the User Logon Name (following the @ sign). Click Next.

8. In Password and Confirm Password, type the User Password, select Account
is Disabled, and then click Next.

9. Verify that the Create an Exchange Mailbox check box is selected, and
then click Next.

10. Click Finish.

11. In the Console Tree, double-click the Container in which you created the
Queue User.

12. Right-click the Queue User in the Details pane and click Properties.

13. On the Exchange Advanced Properties tab of the Disabled User Object that
owns the Mailbox, click Mailbox Rights, and then search the list of accounts
for one that has the Associated External Account permission.

Note - By default, no account will have this permission; however, depending
on how the account was created, it may already have this set. If another
account currently has the Associated External Account permission, remove the
Associated External Account permission from that account. Only one account
at a time can have the Associated External Account permission. Therefore, to
reset the permission, you must first remove this permission.

14. Grant the Associated External Account permission to the SELF account,
and verify that Full Mailbox Access permission has been allowed.

Note - By default, the SELF account will already have Full Mailbox Access
permissions if this is a Disabled account. The SELF account is available in
all Microsoft Windows 2000 domains. All SELF accounts share a well known
Security Identifier (SID) that is the same across all domains. If the SELF
account is not already listed in the Permissions dialog box, you can add it
by typing SELF as the account name.

15. Click OK to close the Mailbox Rights dialog box. Note, after the
Exchange 2000 DSAccess cache is refreshed (which may take some time), the
new configurations will take effect and e-mail messages that are sent to the
Disabled account will not generate errors.

16. Click the Exchange Advanced tab and then click Custom Attributes.

17. Select the first available extension Attribute. (On a new installation,
the first one should be available.) Click Edit.

18. Type CRMEmailEnabled, click OK, click OK to close the Exchange Custom
Attributes dialog box, and then click OK to close the User properties.

19. Launch Microsoft Outlook with this User once to ensure the creation of
the User Mailbox.

20. Disable this account in Active Directory. If this is not done, the
Microsoft CRM Queue functionality will not work properly.

Add a Queue to the Microsoft CRM Server

1. On the Microsoft CRM Server, start Internet Explorer and in the browser
address box, type http://localhost to open Microsoft CRM.

2. On the Home page, go to Settings | Business Unit Settings | Queues.

3. Click New Queue.

4. Enter the Queue Name (for example, Support), the Business Unit, the
Owner, and the E-mail (for example, support@adventure-works.com).

Note - The documentation for creating and configuring a Queue is located
within the Implementation Guide.

Additional Information

The Microsoft CRM Exchange Email Router will process all e-mail that comes
in from the Internet and will only process internal e-mail that is sent from
a Microsoft CRM client. However, internal email that is sent to a queue in
Microsoft CRM, will not be created as a Microsoft CRM Activity; only
external email will create an Activity in a Microsoft CRM Queue.




"Jaosn" <anonymous@discussions.microsoft.com> wrote in message
news:085701c3b904$b1b19980$a001280a@phx.gbl...
> Can someone with access to Partner Source or Customer
> Source please post Techknowledge article 30150 to this
> newsgroup? Supposedly this article contains a clue on
> how to use CRM email activities without having Exchange
> setup.
>
> Thanks in advance.

Matt
Tue Dec 02 13:01:50 CST 2003

I just took a look at this article and it explains how to setup & configure
the Exchange accounts so that they will route into CRM. Exchange is a
requirement for CRM if you want to use the email functionality as email is
sent via the Exchange Router. In fact, the Outlook client won't even work
with a POP3 connection to Exchange.

Here's a link to the article though:
http://www.greatplains.com/techknowledge/techknowledge.asp?id=30150&target=PS

Matt

"Jaosn" <anonymous@discussions.microsoft.com> wrote in message
news:085701c3b904$b1b19980$a001280a@phx.gbl...
Can someone with access to Partner Source or Customer
Source please post Techknowledge article 30150 to this
newsgroup? Supposedly this article contains a clue on
how to use CRM email activities without having Exchange
setup.

Thanks in advance.

Sebastiano
Wed Dec 03 11:35:28 CST 2003

Reading the c360 article, I guess you can use different e-mail client but
still you need exchange server.
Is it correct ?

Sebastiano




"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> ha scritto nel
messaggio news:uf3h$WQuDHA.2520@TK2MSFTNGP10.phx.gbl...
> TechKnowledge
> How to Create and Configure a Queue and User That Can Receive Incoming
> E-mail in Microsoft CRM
>
>
> Printable Link
> Email this link
>
> Document ID: 30150
> Date Created: 4/10/2003
> Date Last Modified: 10/9/2003 9:28:10 AM
> Language: English - United States
> Country: USA
> Product: Microsoft CRM
> Versions: 1.0
> Modules: Microsoft CRM Email, Microsoft CRM Installation, Microsoft CRM
> Server Administration, Microsoft CRM Service, Microsoft CRM Setup
>
> Issue
>
> How to create and configure a Queue and User that can receive incoming
> e-mail in Microsoft CRM?
>
> Resolution
>
> Create a Queue User
>
> Steps for creating and configuring a Queue User that can receive incoming
> e-mail (for example, the e-mail address may be support@yourcompany.com).
>
> 1. Log onto the Exchange 2000 server (EXBE01) using an account that is a
> member of the Domain Administrators group.
>
> 2. Click Start, point to Programs, point to Microsoft Exchange, and then
> click Active Directory Users and Computers.
>
> 3. Click View, and then Advanced Features to enable viewing Advanced
> Features Property sheets.
> 4. In the Console Tree, double click the Domain Node.
>
> 5. In the Details pane, right-click the Container where you want to add
the
> User, point to New, and then click User.
>
> 6. In First Name, type the Queue Name (for example, support).
>
> 7. In User Logon Name, type the Name that the User will log on with
> (support) and, from the drop-down list, click the UPN suffix that must be
> appended to the User Logon Name (following the @ sign). Click Next.
>
> 8. In Password and Confirm Password, type the User Password, select
Account
> is Disabled, and then click Next.
>
> 9. Verify that the Create an Exchange Mailbox check box is selected, and
> then click Next.
>
> 10. Click Finish.
>
> 11. In the Console Tree, double-click the Container in which you created
the
> Queue User.
>
> 12. Right-click the Queue User in the Details pane and click Properties.
>
> 13. On the Exchange Advanced Properties tab of the Disabled User Object
that
> owns the Mailbox, click Mailbox Rights, and then search the list of
accounts
> for one that has the Associated External Account permission.
>
> Note - By default, no account will have this permission; however,
depending
> on how the account was created, it may already have this set. If another
> account currently has the Associated External Account permission, remove
the
> Associated External Account permission from that account. Only one account
> at a time can have the Associated External Account permission. Therefore,
to
> reset the permission, you must first remove this permission.
>
> 14. Grant the Associated External Account permission to the SELF account,
> and verify that Full Mailbox Access permission has been allowed.
>
> Note - By default, the SELF account will already have Full Mailbox Access
> permissions if this is a Disabled account. The SELF account is available
in
> all Microsoft Windows 2000 domains. All SELF accounts share a well known
> Security Identifier (SID) that is the same across all domains. If the SELF
> account is not already listed in the Permissions dialog box, you can add
it
> by typing SELF as the account name.
>
> 15. Click OK to close the Mailbox Rights dialog box. Note, after the
> Exchange 2000 DSAccess cache is refreshed (which may take some time), the
> new configurations will take effect and e-mail messages that are sent to
the
> Disabled account will not generate errors.
>
> 16. Click the Exchange Advanced tab and then click Custom Attributes.
>
> 17. Select the first available extension Attribute. (On a new
installation,
> the first one should be available.) Click Edit.
>
> 18. Type CRMEmailEnabled, click OK, click OK to close the Exchange Custom
> Attributes dialog box, and then click OK to close the User properties.
>
> 19. Launch Microsoft Outlook with this User once to ensure the creation of
> the User Mailbox.
>
> 20. Disable this account in Active Directory. If this is not done, the
> Microsoft CRM Queue functionality will not work properly.
>
> Add a Queue to the Microsoft CRM Server
>
> 1. On the Microsoft CRM Server, start Internet Explorer and in the browser
> address box, type http://localhost to open Microsoft CRM.
>
> 2. On the Home page, go to Settings | Business Unit Settings | Queues.
>
> 3. Click New Queue.
>
> 4. Enter the Queue Name (for example, Support), the Business Unit, the
> Owner, and the E-mail (for example, support@adventure-works.com).
>
> Note - The documentation for creating and configuring a Queue is located
> within the Implementation Guide.
>
> Additional Information
>
> The Microsoft CRM Exchange Email Router will process all e-mail that comes
> in from the Internet and will only process internal e-mail that is sent
from
> a Microsoft CRM client. However, internal email that is sent to a queue
in
> Microsoft CRM, will not be created as a Microsoft CRM Activity; only
> external email will create an Activity in a Microsoft CRM Queue.
>
>
>
>
> "Jaosn" <anonymous@discussions.microsoft.com> wrote in message
> news:085701c3b904$b1b19980$a001280a@phx.gbl...
> > Can someone with access to Partner Source or Customer
> > Source please post Techknowledge article 30150 to this
> > newsgroup? Supposedly this article contains a clue on
> > how to use CRM email activities without having Exchange
> > setup.
> >
> > Thanks in advance.
>
>

John
Wed Dec 03 11:57:37 CST 2003

CRM will only email to an exchange server so you cant use other servers


"Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
news:ueLkZPcuDHA.2360@TK2MSFTNGP10.phx.gbl...
> Reading the c360 article, I guess you can use different e-mail client but
> still you need exchange server.
> Is it correct ?
>
> Sebastiano
>
>
>
>
> "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> ha scritto
nel
> messaggio news:uf3h$WQuDHA.2520@TK2MSFTNGP10.phx.gbl...
> > TechKnowledge
> > How to Create and Configure a Queue and User That Can Receive Incoming
> > E-mail in Microsoft CRM
> >
> >
> > Printable Link
> > Email this link
> >
> > Document ID: 30150
> > Date Created: 4/10/2003
> > Date Last Modified: 10/9/2003 9:28:10 AM
> > Language: English - United States
> > Country: USA
> > Product: Microsoft CRM
> > Versions: 1.0
> > Modules: Microsoft CRM Email, Microsoft CRM Installation, Microsoft CRM
> > Server Administration, Microsoft CRM Service, Microsoft CRM Setup
> >
> > Issue
> >
> > How to create and configure a Queue and User that can receive incoming
> > e-mail in Microsoft CRM?
> >
> > Resolution
> >
> > Create a Queue User
> >
> > Steps for creating and configuring a Queue User that can receive
incoming
> > e-mail (for example, the e-mail address may be support@yourcompany.com).
> >
> > 1. Log onto the Exchange 2000 server (EXBE01) using an account that is a
> > member of the Domain Administrators group.
> >
> > 2. Click Start, point to Programs, point to Microsoft Exchange, and then
> > click Active Directory Users and Computers.
> >
> > 3. Click View, and then Advanced Features to enable viewing Advanced
> > Features Property sheets.
> > 4. In the Console Tree, double click the Domain Node.
> >
> > 5. In the Details pane, right-click the Container where you want to add
> the
> > User, point to New, and then click User.
> >
> > 6. In First Name, type the Queue Name (for example, support).
> >
> > 7. In User Logon Name, type the Name that the User will log on with
> > (support) and, from the drop-down list, click the UPN suffix that must
be
> > appended to the User Logon Name (following the @ sign). Click Next.
> >
> > 8. In Password and Confirm Password, type the User Password, select
> Account
> > is Disabled, and then click Next.
> >
> > 9. Verify that the Create an Exchange Mailbox check box is selected, and
> > then click Next.
> >
> > 10. Click Finish.
> >
> > 11. In the Console Tree, double-click the Container in which you created
> the
> > Queue User.
> >
> > 12. Right-click the Queue User in the Details pane and click Properties.
> >
> > 13. On the Exchange Advanced Properties tab of the Disabled User Object
> that
> > owns the Mailbox, click Mailbox Rights, and then search the list of
> accounts
> > for one that has the Associated External Account permission.
> >
> > Note - By default, no account will have this permission; however,
> depending
> > on how the account was created, it may already have this set. If another
> > account currently has the Associated External Account permission, remove
> the
> > Associated External Account permission from that account. Only one
account
> > at a time can have the Associated External Account permission.
Therefore,
> to
> > reset the permission, you must first remove this permission.
> >
> > 14. Grant the Associated External Account permission to the SELF
account,
> > and verify that Full Mailbox Access permission has been allowed.
> >
> > Note - By default, the SELF account will already have Full Mailbox
Access
> > permissions if this is a Disabled account. The SELF account is available
> in
> > all Microsoft Windows 2000 domains. All SELF accounts share a well known
> > Security Identifier (SID) that is the same across all domains. If the
SELF
> > account is not already listed in the Permissions dialog box, you can add
> it
> > by typing SELF as the account name.
> >
> > 15. Click OK to close the Mailbox Rights dialog box. Note, after the
> > Exchange 2000 DSAccess cache is refreshed (which may take some time),
the
> > new configurations will take effect and e-mail messages that are sent to
> the
> > Disabled account will not generate errors.
> >
> > 16. Click the Exchange Advanced tab and then click Custom Attributes.
> >
> > 17. Select the first available extension Attribute. (On a new
> installation,
> > the first one should be available.) Click Edit.
> >
> > 18. Type CRMEmailEnabled, click OK, click OK to close the Exchange
Custom
> > Attributes dialog box, and then click OK to close the User properties.
> >
> > 19. Launch Microsoft Outlook with this User once to ensure the creation
of
> > the User Mailbox.
> >
> > 20. Disable this account in Active Directory. If this is not done, the
> > Microsoft CRM Queue functionality will not work properly.
> >
> > Add a Queue to the Microsoft CRM Server
> >
> > 1. On the Microsoft CRM Server, start Internet Explorer and in the
browser
> > address box, type http://localhost to open Microsoft CRM.
> >
> > 2. On the Home page, go to Settings | Business Unit Settings | Queues.
> >
> > 3. Click New Queue.
> >
> > 4. Enter the Queue Name (for example, Support), the Business Unit, the
> > Owner, and the E-mail (for example, support@adventure-works.com).
> >
> > Note - The documentation for creating and configuring a Queue is located
> > within the Implementation Guide.
> >
> > Additional Information
> >
> > The Microsoft CRM Exchange Email Router will process all e-mail that
comes
> > in from the Internet and will only process internal e-mail that is sent
> from
> > a Microsoft CRM client. However, internal email that is sent to a queue
> in
> > Microsoft CRM, will not be created as a Microsoft CRM Activity; only
> > external email will create an Activity in a Microsoft CRM Queue.
> >
> >
> >
> >
> > "Jaosn" <anonymous@discussions.microsoft.com> wrote in message
> > news:085701c3b904$b1b19980$a001280a@phx.gbl...
> > > Can someone with access to Partner Source or Customer
> > > Source please post Techknowledge article 30150 to this
> > > newsgroup? Supposedly this article contains a clue on
> > > how to use CRM email activities without having Exchange
> > > setup.
> > >
> > > Thanks in advance.
> >
> >
>
>

Matt
Wed Dec 03 12:34:23 CST 2003

That's an interesting work-around. It will work, but it's a far cry from
the "promote" capability of the Outlook client itself. It will be nice when
they release the Outlook capability for service users, but that still won't
address the POP3 issue.

I personally feel that working with POP3 email should be supported,
especially since so much of the Exchange "integration" is really done via
Outlook (Contacts, Tasks & Meetings). The only thing that's truly
"integrated" is sending email and then capturing inbound email. Sending
SMTP msgs is so easy that there's no reason (other than pushing Exchange
licenses) to require Exchange. Then a user could still "promote" a POP3
received msg.

"Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
news:eVs8zNcuDHA.1224@TK2MSFTNGP09.phx.gbl...

Users of the Microsoft CRM for Sales (Outlook) client of Microsoft CRM are
probably very familiar with the 'promote' feature which allows them to
convert e-mail into Microsoft CRM. In using this feature, the user is
effectively 'promoting' e-mails from normal inbox e-mails to CRM e-mails.
This is an excellent piece of functionality but it has a couple of
limitations. First, non-Outlook client users (i.e. web client users) don't
have access to the promote feature. Second, promoted e-mails can only be
linked to Lead, Contact, Account and Opportunity records; they can't be
linked to Case records.

A workaround to simulate the promote feature for Microsoft CRM web
client users is for the CRM administrator to create a queue to use in
converting e-mails into Microsoft CRM e-mail activities. While this will
only work for users that are not using an Exchange profile to view their
e-mail, it can be a great solution for the many Microsoft CRM users who are
not using the Outlook client and are receiving their e-mail through POP or
another protocol. A Microsoft CRM queue can be linked to an e-mail address
and can be configured to receive all incoming e-mails as Microsoft CRM
activities. Instructions on e-mail enabling a CRM queue can be found in
Techknowledge article 30150 on Microsoft Business Solutions CustomerSource
or PartnerSource.
Promote Queue E-mail


Once the queue is configured to receive incoming e-mail as CRM activities,
users can forward e-mails to it and then link those e-mails to CRM records,
including Cases. One approach to this is to create a 'Promote' queue and
link it to an e-mail address like promote@yourdomain.com. Users will then be
able to forward e-mail to that e-mail alias and then open the promote queue
to find the CRM e-mail activity that has been automatically generated. The
e-mail activity's 'Regarding' field can be used to link it to the
appropriate CRM record.

It is worth noting that the Microsoft CRM Exchange Connector, the software
component that converts inbound e-mail into e-mail activities, also includes
e-mail attachments so long as they are less than 5 mb in size. This means
that the Promote queue concept can be used to quickly and easily push
e-mails and their attached files into your Microsoft CRM system.

Hon
Wed Dec 03 17:15:10 CST 2003

I still wonder to this day why Exchange is recommended and not required.
Even if (and a big IF) as a customer, I am willing to forgo emailing within
CRM (because I don't have Exchange), don't we get this big fat error message
that emails can't be sent out? Is this acceptable by most standards?

"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
message news:eZRNxbcuDHA.2308@TK2MSFTNGP11.phx.gbl...
> CRM will only email to an exchange server so you cant use other servers
>
>
> "Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
> news:ueLkZPcuDHA.2360@TK2MSFTNGP10.phx.gbl...
> > Reading the c360 article, I guess you can use different e-mail client
but
> > still you need exchange server.
> > Is it correct ?
> >
> > Sebastiano
> >
> >
> >
> >
> > "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> ha scritto
> nel
> > messaggio news:uf3h$WQuDHA.2520@TK2MSFTNGP10.phx.gbl...
> > > TechKnowledge
> > > How to Create and Configure a Queue and User That Can Receive Incoming
> > > E-mail in Microsoft CRM
> > >
> > >
> > > Printable Link
> > > Email this link
> > >
> > > Document ID: 30150
> > > Date Created: 4/10/2003
> > > Date Last Modified: 10/9/2003 9:28:10 AM
> > > Language: English - United States
> > > Country: USA
> > > Product: Microsoft CRM
> > > Versions: 1.0
> > > Modules: Microsoft CRM Email, Microsoft CRM Installation, Microsoft
CRM
> > > Server Administration, Microsoft CRM Service, Microsoft CRM Setup
> > >
> > > Issue
> > >
> > > How to create and configure a Queue and User that can receive incoming
> > > e-mail in Microsoft CRM?
> > >
> > > Resolution
> > >
> > > Create a Queue User
> > >
> > > Steps for creating and configuring a Queue User that can receive
> incoming
> > > e-mail (for example, the e-mail address may be
support@yourcompany.com).
> > >
> > > 1. Log onto the Exchange 2000 server (EXBE01) using an account that is
a
> > > member of the Domain Administrators group.
> > >
> > > 2. Click Start, point to Programs, point to Microsoft Exchange, and
then
> > > click Active Directory Users and Computers.
> > >
> > > 3. Click View, and then Advanced Features to enable viewing Advanced
> > > Features Property sheets.
> > > 4. In the Console Tree, double click the Domain Node.
> > >
> > > 5. In the Details pane, right-click the Container where you want to
add
> > the
> > > User, point to New, and then click User.
> > >
> > > 6. In First Name, type the Queue Name (for example, support).
> > >
> > > 7. In User Logon Name, type the Name that the User will log on with
> > > (support) and, from the drop-down list, click the UPN suffix that must
> be
> > > appended to the User Logon Name (following the @ sign). Click Next.
> > >
> > > 8. In Password and Confirm Password, type the User Password, select
> > Account
> > > is Disabled, and then click Next.
> > >
> > > 9. Verify that the Create an Exchange Mailbox check box is selected,
and
> > > then click Next.
> > >
> > > 10. Click Finish.
> > >
> > > 11. In the Console Tree, double-click the Container in which you
created
> > the
> > > Queue User.
> > >
> > > 12. Right-click the Queue User in the Details pane and click
Properties.
> > >
> > > 13. On the Exchange Advanced Properties tab of the Disabled User
Object
> > that
> > > owns the Mailbox, click Mailbox Rights, and then search the list of
> > accounts
> > > for one that has the Associated External Account permission.
> > >
> > > Note - By default, no account will have this permission; however,
> > depending
> > > on how the account was created, it may already have this set. If
another
> > > account currently has the Associated External Account permission,
remove
> > the
> > > Associated External Account permission from that account. Only one
> account
> > > at a time can have the Associated External Account permission.
> Therefore,
> > to
> > > reset the permission, you must first remove this permission.
> > >
> > > 14. Grant the Associated External Account permission to the SELF
> account,
> > > and verify that Full Mailbox Access permission has been allowed.
> > >
> > > Note - By default, the SELF account will already have Full Mailbox
> Access
> > > permissions if this is a Disabled account. The SELF account is
available
> > in
> > > all Microsoft Windows 2000 domains. All SELF accounts share a well
known
> > > Security Identifier (SID) that is the same across all domains. If the
> SELF
> > > account is not already listed in the Permissions dialog box, you can
add
> > it
> > > by typing SELF as the account name.
> > >
> > > 15. Click OK to close the Mailbox Rights dialog box. Note, after the
> > > Exchange 2000 DSAccess cache is refreshed (which may take some time),
> the
> > > new configurations will take effect and e-mail messages that are sent
to
> > the
> > > Disabled account will not generate errors.
> > >
> > > 16. Click the Exchange Advanced tab and then click Custom Attributes.
> > >
> > > 17. Select the first available extension Attribute. (On a new
> > installation,
> > > the first one should be available.) Click Edit.
> > >
> > > 18. Type CRMEmailEnabled, click OK, click OK to close the Exchange
> Custom
> > > Attributes dialog box, and then click OK to close the User properties.
> > >
> > > 19. Launch Microsoft Outlook with this User once to ensure the
creation
> of
> > > the User Mailbox.
> > >
> > > 20. Disable this account in Active Directory. If this is not done, the
> > > Microsoft CRM Queue functionality will not work properly.
> > >
> > > Add a Queue to the Microsoft CRM Server
> > >
> > > 1. On the Microsoft CRM Server, start Internet Explorer and in the
> browser
> > > address box, type http://localhost to open Microsoft CRM.
> > >
> > > 2. On the Home page, go to Settings | Business Unit Settings | Queues.
> > >
> > > 3. Click New Queue.
> > >
> > > 4. Enter the Queue Name (for example, Support), the Business Unit, the
> > > Owner, and the E-mail (for example, support@adventure-works.com).
> > >
> > > Note - The documentation for creating and configuring a Queue is
located
> > > within the Implementation Guide.
> > >
> > > Additional Information
> > >
> > > The Microsoft CRM Exchange Email Router will process all e-mail that
> comes
> > > in from the Internet and will only process internal e-mail that is
sent
> > from
> > > a Microsoft CRM client. However, internal email that is sent to a
queue
> > in
> > > Microsoft CRM, will not be created as a Microsoft CRM Activity; only
> > > external email will create an Activity in a Microsoft CRM Queue.
> > >
> > >
> > >
> > >
> > > "Jaosn" <anonymous@discussions.microsoft.com> wrote in message
> > > news:085701c3b904$b1b19980$a001280a@phx.gbl...
> > > > Can someone with access to Partner Source or Customer
> > > > Source please post Techknowledge article 30150 to this
> > > > newsgroup? Supposedly this article contains a clue on
> > > > how to use CRM email activities without having Exchange
> > > > setup.
> > > >
> > > > Thanks in advance.
> > >
> > >
> >
> >
>
>

John
Wed Dec 03 17:49:30 CST 2003

Your right. In the crm 1.0 release we get exposed to too many .net type
error messages. Be interesting to see what they have done in this area.



"Hon" <hon@businessprocess.com.sg> wrote in message
news:e8p9QNfuDHA.2304@TK2MSFTNGP12.phx.gbl...
> I still wonder to this day why Exchange is recommended and not required.
> Even if (and a big IF) as a customer, I am willing to forgo emailing
within
> CRM (because I don't have Exchange), don't we get this big fat error
message
> that emails can't be sent out? Is this acceptable by most standards?
>
> "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
> message news:eZRNxbcuDHA.2308@TK2MSFTNGP11.phx.gbl...
> > CRM will only email to an exchange server so you cant use other servers
> >
> >
> > "Sebastiano Castrini" <[remove this]castrini@libero.it> wrote in message
> > news:ueLkZPcuDHA.2360@TK2MSFTNGP10.phx.gbl...
> > > Reading the c360 article, I guess you can use different e-mail client
> but
> > > still you need exchange server.
> > > Is it correct ?
> > >
> > > Sebastiano
> > >
> > >
> > >
> > >
> > > "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> ha
scritto
> > nel
> > > messaggio news:uf3h$WQuDHA.2520@TK2MSFTNGP10.phx.gbl...
> > > > TechKnowledge
> > > > How to Create and Configure a Queue and User That Can Receive
Incoming
> > > > E-mail in Microsoft CRM
> > > >
> > > >
> > > > Printable Link
> > > > Email this link
> > > >
> > > > Document ID: 30150
> > > > Date Created: 4/10/2003
> > > > Date Last Modified: 10/9/2003 9:28:10 AM
> > > > Language: English - United States
> > > > Country: USA
> > > > Product: Microsoft CRM
> > > > Versions: 1.0
> > > > Modules: Microsoft CRM Email, Microsoft CRM Installation, Microsoft
> CRM
> > > > Server Administration, Microsoft CRM Service, Microsoft CRM Setup
> > > >
> > > > Issue
> > > >
> > > > How to create and configure a Queue and User that can receive
incoming
> > > > e-mail in Microsoft CRM?
> > > >
> > > > Resolution
> > > >
> > > > Create a Queue User
> > > >
> > > > Steps for creating and configuring a Queue User that can receive
> > incoming
> > > > e-mail (for example, the e-mail address may be
> support@yourcompany.com).
> > > >
> > > > 1. Log onto the Exchange 2000 server (EXBE01) using an account that
is
> a
> > > > member of the Domain Administrators group.
> > > >
> > > > 2. Click Start, point to Programs, point to Microsoft Exchange, and
> then
> > > > click Active Directory Users and Computers.
> > > >
> > > > 3. Click View, and then Advanced Features to enable viewing Advanced
> > > > Features Property sheets.
> > > > 4. In the Console Tree, double click the Domain Node.
> > > >
> > > > 5. In the Details pane, right-click the Container where you want to
> add
> > > the
> > > > User, point to New, and then click User.
> > > >
> > > > 6. In First Name, type the Queue Name (for example, support).
> > > >
> > > > 7. In User Logon Name, type the Name that the User will log on with
> > > > (support) and, from the drop-down list, click the UPN suffix that
must
> > be
> > > > appended to the User Logon Name (following the @ sign). Click Next.
> > > >
> > > > 8. In Password and Confirm Password, type the User Password, select
> > > Account
> > > > is Disabled, and then click Next.
> > > >
> > > > 9. Verify that the Create an Exchange Mailbox check box is selected,
> and
> > > > then click Next.
> > > >
> > > > 10. Click Finish.
> > > >
> > > > 11. In the Console Tree, double-click the Container in which you
> created
> > > the
> > > > Queue User.
> > > >
> > > > 12. Right-click the Queue User in the Details pane and click
> Properties.
> > > >
> > > > 13. On the Exchange Advanced Properties tab of the Disabled User
> Object
> > > that
> > > > owns the Mailbox, click Mailbox Rights, and then search the list of
> > > accounts
> > > > for one that has the Associated External Account permission.
> > > >
> > > > Note - By default, no account will have this permission; however,
> > > depending
> > > > on how the account was created, it may already have this set. If
> another
> > > > account currently has the Associated External Account permission,
> remove
> > > the
> > > > Associated External Account permission from that account. Only one
> > account
> > > > at a time can have the Associated External Account permission.
> > Therefore,
> > > to
> > > > reset the permission, you must first remove this permission.
> > > >
> > > > 14. Grant the Associated External Account permission to the SELF
> > account,
> > > > and verify that Full Mailbox Access permission has been allowed.
> > > >
> > > > Note - By default, the SELF account will already have Full Mailbox
> > Access
> > > > permissions if this is a Disabled account. The SELF account is
> available
> > > in
> > > > all Microsoft Windows 2000 domains. All SELF accounts share a well
> known
> > > > Security Identifier (SID) that is the same across all domains. If
the
> > SELF
> > > > account is not already listed in the Permissions dialog box, you can
> add
> > > it
> > > > by typing SELF as the account name.
> > > >
> > > > 15. Click OK to close the Mailbox Rights dialog box. Note, after the
> > > > Exchange 2000 DSAccess cache is refreshed (which may take some
time),
> > the
> > > > new configurations will take effect and e-mail messages that are
sent
> to
> > > the
> > > > Disabled account will not generate errors.
> > > >
> > > > 16. Click the Exchange Advanced tab and then click Custom
Attributes.
> > > >
> > > > 17. Select the first available extension Attribute. (On a new
> > > installation,
> > > > the first one should be available.) Click Edit.
> > > >
> > > > 18. Type CRMEmailEnabled, click OK, click OK to close the Exchange
> > Custom
> > > > Attributes dialog box, and then click OK to close the User
properties.
> > > >
> > > > 19. Launch Microsoft Outlook with this User once to ensure the
> creation
> > of
> > > > the User Mailbox.
> > > >
> > > > 20. Disable this account in Active Directory. If this is not done,
the
> > > > Microsoft CRM Queue functionality will not work properly.
> > > >
> > > > Add a Queue to the Microsoft CRM Server
> > > >
> > > > 1. On the Microsoft CRM Server, start Internet Explorer and in the
> > browser
> > > > address box, type http://localhost to open Microsoft CRM.
> > > >
> > > > 2. On the Home page, go to Settings | Business Unit Settings |
Queues.
> > > >
> > > > 3. Click New Queue.
> > > >
> > > > 4. Enter the Queue Name (for example, Support), the Business Unit,
the
> > > > Owner, and the E-mail (for example, support@adventure-works.com).
> > > >
> > > > Note - The documentation for creating and configuring a Queue is
> located
> > > > within the Implementation Guide.
> > > >
> > > > Additional Information
> > > >
> > > > The Microsoft CRM Exchange Email Router will process all e-mail that
> > comes
> > > > in from the Internet and will only process internal e-mail that is
> sent
> > > from
> > > > a Microsoft CRM client. However, internal email that is sent to a
> queue
> > > in
> > > > Microsoft CRM, will not be created as a Microsoft CRM Activity; only
> > > > external email will create an Activity in a Microsoft CRM Queue.
> > > >
> > > >
> > > >
> > > >
> > > > "Jaosn" <anonymous@discussions.microsoft.com> wrote in message
> > > > news:085701c3b904$b1b19980$a001280a@phx.gbl...
> > > > > Can someone with access to Partner Source or Customer
> > > > > Source please post Techknowledge article 30150 to this
> > > > > newsgroup? Supposedly this article contains a clue on
> > > > > how to use CRM email activities without having Exchange
> > > > > setup.
> > > > >
> > > > > Thanks in advance.
> > > >
> > > >
> > >
> > >
> >
> >
>
>