Larry's Taco Talk

This blog discusses topics in Small Business Server, CRM, and user groups, as well as items of interest that might occur along the road. Larry Lentz is a 25+ year computer industry veteran with 18 years as an independent consultant and owner of Lentz Computer Services, http://www.LentzComputer.net. Larry holds numerous Microsoft certifications and leads the Alamo PC Organization's MCSE Advanced Special Interest Group and the SBS SIG (http://www.LentzComputer.net/SBS). Larry is located in San Antonio, Texas. Lentz Computer Services was the first Microsoft Small Business Specialist in South Texas and is now a Microsoft Certified Partner. Larry was awarded the Microsoft MVP in CRM for 2006, 2007, and 2008..
CRM Fax Routing - A Little Secret

I've been trying to figure out how to get the CRM SBE to route incoming faxes as advertised. Somehow, CRM seemed to totally ignore my incoming faxes. I tried a number of things. The documentation I found said that it was pretty much automatic. Not true! I finally stumbled upon the 'little secret'. Seems there is a somewhat hidden 'Enable' that needs to be set.

To enable CRM Fax Routing in SBS 2003, go to Server Management, click on Fax (local) in the Navigation Pane. Then select Manage Fax Jobs. From the Fax Console, click on the Tools menu and select Fax Service Manager... Then expand Devices and Providers, then Devices, then your modem entry. Under the modem entry you will find Incoming Methods. In the right hand pane you should see 'Route to Microsoft CRM'. Right click on this item and if you see 'Enable' as an available choice (not greyed out), select it. to enable routing to Microsoft CRM. That's it!

There are likely other ways to find this setting, but this is how I found it. This now gives CRM SBE the ability to route faxes to the recepient(s) addressed in the fax cover page. This could be a big deal for firms that are still fax centric. Now folks won't have to look through stacks of junk faxes to find ones addressed to them. Nor will we any longer require a poor admin to receive all faxes in his/her mailbox and forward them as appropriate. Faxes not addressed to a recognized CRM user will be routed to the Fax Queue for all to see. Those addressed to a CRM user will go to the users 'In Progress' queue. Plus of course you can still route fax to the other SBS methods like to a printer, your SharePoint Companyweb Incoming Faxes, a folder, or still e-mail to that poor admin.

Published Monday, May 08, 2006 9:33 PM by LarryLentz

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