微软CRM 3.0使用外部邮箱收发邮件时CRM和EXCHANGE分别怎么设置？

haojiasky

我们公司用SQL Server 2005、Exchange Server 2003和微软CRM 3.0搭建了客户管理管理系统，为了能在CRM中收发邮件，我在AD中添加了用户，并在Exchange设置中给他指定了一个GMAIL邮箱，在使用CRM收发邮件时，发出的邮件在CRM活动中可以看到，但别人回复的邮件却只能在outlook Express中或直接登录GMAIL时看到，在CRM中没有显示，请问我应该怎样设置才能让别人回复的邮件在CRM中也能有记录？
在线等~~  我的 QQ： 22834038

abdxj

如果你在EXCHANGE设置了GMAIL的账号，内部发出去在外部显示的是GMAIL的 账号，那么外部发回来，也应该是发到GMAIL的邮箱，换句话说你在OE里设置了GMAIL的配置，CRM中你设置了吗？

surprise

以下是微软给我们的答复，还没来得及逐项去研究，先给大家分享一下


********************** The message for you follows ************************ Hello,

The problems you are seeing is probably caused becuase Exchange is not set up correctly. Please follow the below steps to make sure both incoming and outgoing mail is setup correctly.

STEPS TO SET UP CRM TO USE EXCHANGE FOR OUTGOING MAIL

Add the following Registry Keys on the CRM Server at HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
SMTPAuthenticate (REG_DWORD Value=0)
SMTPServer (REG_SZ Value=ExchangeServerName) <-- This is the Exchange Inbound Server.
SMTPServerPort (REG_DWORD Hexidecimal Value=19) <-- This converts the port to 25 which is the Exchange default SMTP Port. NOTE: This is Hexadecimal not Decimal.
SMTPUseSSL (REG_DWORD Value=0) <-- This would be 1 if SMTP connections required SSL security.

If these keys are already there, you do not need to do this. It might be a good idea to restart the CRM server if possible (this would avoid any caching related issues).

After doing the above steps, I would also recommend doing the following to make sure that the Exchange server is set up to accept and deliver email from CRM. You can do the following to accomplish this:
1. Open Exchange System Manager on n the Exchange server in your CRM environment 2. Navigate to Servers | | Protocols | SMTP 3. Right click on the Default SMTP Virtual Server and select Properties 4. Click the Access tab.
5. Select the Relay button in the Relay Restrictions area 6. The default option is set to Only the list below, but the list is blank 7. Add the CRM server to this list 8. Restart the SMTP service on the server that you are using SMTP a. Click Start, point to Programs, point to Administrative Tools, and then click Services.
b. Right-click Simple Mail Transfer Protocol (SMTP), and then click Restart.

Check the following on the Exchange server as well:
1. Open Exchange System Manager on the Exchange server in your CRM environment 2. Navigate to Servers | Protocols | SMTP 3. Right click on the Default SMTP Virtual Server and select Properties 4. Under general tab is the IP address was set to all unassigned?
5. Click on Advanced button - check if TCP port is set to 25.
6. Click on delivery tab
7. Click on advanced button
8. Verify the fully qualified domain name is the exchange server.

STEPS TO SET UP EXCHANGE ROUTER FOR INCOMING MAIL.

1. Add the exchange server to the PrivUserGroup in Active Directory. You may need to check the Computer Object Type to add the computer account.

2. Add the crmmail account to the PrivUserGroup in Active Directory.

3. What account is running the CRM Exchange E-mail Router service? Open services on the Exchange Server and locate the Microsoft CRM-Exchange E-Mail Router Service and choose properties. Choose the LogOn tab and have the service run as the crmmail account.

4. Make sure SELF has the following rights allowed for the crmmail account.
This is located within the Exchange Advanced tab of Active Directory properties of the crmmail account.
- Delete mailbox storage
- Read Permission
- Change Permission
- Take Ownership
- Full Mailbox Access

5. Make sure SELF has Full Control for the crmmail account. This is located within the Security tab of Active Directory properties of the crmmail account.

6. Open the registry and navigate to the following hive:
- HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services
- Right click on MSCRMExRouterService
- Select Permissions
- Add the user and give it Full Control over that hive.

7. Use Rule Deployment Wizard to deploy rules to all CRM users.

How to test e-mail flow.

1. Create a contact in CRM with an external e-mail address 2. Send e-mail from webclient to that client. This will create a e-mail history activity for the user.
3. Reply from that contact, the e-mail will show up in the users inbox, and will show up as a history activity for the contact.

Please let me know if you have any questions.

Sincerely,

Jeremy Morlock

tdk

我也不懂，但我喜欢瞎想
那就让用户都再自动转发一次到一个另邮箱好了
就算做备份了，估计你们要的纪录也就有了

呵呵

钉子

真是惭愧呀。我想是CRM的设定问题。不过小弟没有用过这套系统。  无能为力了。

surprise

CRM在国内用的人本来就不多，中文文档更是绝无仅有，在一些ERP的论坛可能谈的人更多一些，我找得到的讨论组都是鬼佬地方，不要期望太高

haojiasky

各位老大，难道就没人能解答我们的问题吗？

surprise

我也有类似的问题。别说在Exchange里绑定其它邮箱，我甚至建立了一个具有公网域名的能发能收的Exchange Server，对方会过来的信也不会在CRM里面显示；CRM的市场推广里面可以发出推广的邮件，里面包含有一个“unsubscribe”的连接，客户收到邮件后如果不想继续接收这种推广邮件，可以点击“unsubscribe”，然后生成一封回复邮件给发送者，发送者收到这封邮件后不单可以在Outlook里面显示，CRM系统还应该自动更改该客户的状态为“以后不再发送”，然后再发一封确认unsubscribe的邮件给客户，根据微软的说法，要激活这个功能要在“System Settings”更改相应的设置，但是我们都按照他说的改了，还是不起作用；根据他的说法，我们还可以Track客户的邮件，生成Response的状态等等等等，没有一个成功的................期待有过来人解惑

haojiasky

没有人知道吗？？？？？