CRM 4.0 Email Router

Question

We have CRM4.0 update 9 and I am about to install the Email Router on my Exchange 2007 Server.  I am trying to understand something.  I have worflows set up to emial individual users and need this set up but not sure if I need to set up both incoming and outgoing profiles.  Also, do I need to set up forwarding?  Not understanding forwarding too well.  All of the employees here use the outlook for CRM and track messages through outlook.  I am just setting up Email Router for my workflows so only need the minimum settings.  Can someone make sense of this for me

Thanks
Len

Answer 1

Hi Len,

If I have understood you correct, you want only to send mails via workflows? In order to do this you have to configure only an outgoing profile for your users and the e-mail router. There is no need for a forwarding mailbox or an incoming profile, if you don't want to track incoming e-mails automatically.

Answer 2

Thanks for your response.

Len