Question : Microsoft Dynamics CRM 4.0

Hi,

I have setup a workflow to create a case, it only works when i have outlook 2007 open and the mail is recieved in my inbox?

We use exchange 2007.

Any suggestions?

All the best / M

Answer : Microsoft Dynamics CRM 4.0

It sounds like your workflow is triggered when an e-mail is received.

If it only works when Outlook is open, then you need to review the E-mail access type - incoming on your CRM user record - it is almost certainly set to: Microsoft Dynamics CRM for Outlook.  This means that incoming e-mails destined to be stored in CRM will be processed by the CRM Client for Outlook. If your Outlook isn't running then this can't happen.

To allow e-mails to arrive in CRM regardless of whether your Outlook is open you need to use the CRM E-mail Router and change the E-mail access type - incoming on your (and other) user account to Forward Mailbox (you could use E-mail Router but I don't recommend that).

I suggest you review this document: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=8ea05b4e-825a-4db1-ad59-d894aa5ef33e

Please post back if you need further help.