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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Typical Microsoft CRM Configuration

With CRMSO, the most typical configuration is one where email is delivered to your Exchange Mailbox and you potentially have an offline folder file set up to work with email, appointments, and so on, when you are not connected to the network. You can also have a personal folder file set up to store important messages when you reach your allotted mailbox space limit. Furthermore, at some point you will probably set up an archive file to move off older messages that are worth keeping.

The previous scenario is illustrated in Figure 8.5, which shows the relationship between the Exchange server, CRM server, user's computer, and user's Personal Digital Assistant (PDA).

Figure 8.5. Typical Email/CRM/PDA configuration ...

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