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Configuring the Dynamics CRM 2013 Email Router for Office 365

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The Email Router performs the following tasks:

  • Routes incoming email messages to Users and/or Queues in Microsoft Dynamics CRM.
  • Sends email messages generated from Microsoft Dynamics CRM.

The Email Router contains the following components:

  • The Email Router service ("Microsoft CRM Email Router") and Email Router configuration files.
  • The Email Router Configuration Manager.
  • The Rule Deployment Wizard allows you deploy rules for routing email messages to a 'forward mailbox' from the mailbox of a user or queue.

When you configure the Microsoft Dynamics CRM E-mail Router with Office 365 Exchange Online, you must follow specific requirements for incoming and outgoing messages.

Configuring an outgoing profile

1. Open Start >> All Programs >> Microsoft Dynamics CRM 2013 E-mail Router >> Microsoft Dynamics CRM E-mail Router Configuration.

2. Select the Configuration Profiles tab, and click the [New] button.

3. In the E-mail Router Configuration Profile dialog box, enter a recognisable, unique Profile Name.

4. Select 'Outgoing' as the Direction.

5. Select 'Exchange Online' as the Email Server Type.

6. In the Location field, enter the URL for the outgoing email server. The current Office 365 URL is:

https://outlook.office365.com/EWS/Exchange.asmx

Alternatively, select the Use Autodiscover option to use the Autodiscover service to obtain the Exchange Web Services URL.

7. Under Access Credentials, select how the router should access the Exchange Online server. By default, if you are using Microsoft Dynamics CRM Online, 'Other Specified' will be selected and greyed out.

8. Type the 'User Name' and 'Password' that the email router will use to send email messages. The account can be either an Exchange Online user or an Exchange Online tenant administrator. The 'User Name' field should contain the full email address used for the account.

9. If you select Administrator as the user type, you must select either Delegate Access or Send As permission as the access type:

  • Delegate Access causes email messages to be sent as "Send on behalf of" messages.
  • Send As permission causes email messages to be sent as "Send As" messages.

10. Click the [OK] button.

11. In E-mail Router Configuration Manager screen, click the [Publish] button.

Configuring an incoming profile

1. Open Start >> All Programs >> Microsoft Dynamics CRM 2013 E-mail Router >> Microsoft Dynamics CRM E-mail Router Configuration.

2. Select the Configuration Profiles tab, and click the [New] button.

3. In the E-mail Router Configuration Profile dialog box, enter a recognisable, unique Profile Name.

4. Select 'Incoming' as the Direction.

5. Select 'Exchange Online' as the Email Server Type.

6. In the Location field, enter the URL for the outgoing email server. For example:

https://podxxxxx.outlook.com/EWS/Exchange.asmx.

To determine the value of the podxxxxx.outlook.com placeholder, follow these steps.

a. Log on to portal.microsoftonline.com.

b. Click the Outlook tab at the top to log on to the mailbox.

c. Click the dropdown next to the question mark in the upper-right corner of the window, and then select About.

d. Under External SMTP Setting, find the server name. Use this name to replace the placeholderpodxxxxx.outlook.com in the EWS URL.
 
Alternatively, select the Use Autodiscover option to use the Autodiscover service to obtain the Exchange Web Services URL.

7. Click the [OK] button.

8. In E-mail Router Configuration Manager screen, click the [Publish] button.

Configuring Deployments to use the Profiles

1. Open Start >> All Programs >> Microsoft Dynamics CRM 2013 E-mail Router >> Microsoft Dynamics CRM E-mail Router Configuration.

2. Select the Deployments tab, and click the [New] button.

3. Select 'Microsoft Dynamics CRM Online' as the Deployment

4. Enter the URL of the Microsoft Dynamics CRM Server

5. Under 'Access Details', enter the User Name and Password of a CRM user with Administrative rights.

6. Select the required Incoming configuration profile from the drop list.

7. Select the required Outgoing configuration profile from the drop list.

8. Click the [OK] button.

9. In E-mail Router Configuration Manager screen, click the [Publish] button.


26 Feb 2014

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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