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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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Microsoft Dynamics CRM E-mail Router creates an interface between a Microsoft Dynamics CRM deployment and the organization's messaging system. E-mail Router performs the following tasks:
E-mail Router is for users or queues that do not use Microsoft Dynamics CRM for Outlook. If CRM Organization uses e-mail queues, E-mail Router must be used because queues are not supported by using Microsoft Dynamics CRM for Outlook.
With E-mail Router, an e-mail is routed to Microsoft Dynamics CRM regardless of whether the recipient is logged in.
E-mail Router routes qualified e-mail messages to the Microsoft Dynamics CRM system as e-mail activities and fully integrates with different messaging systems, such as Microsoft Exchange Server, Microsoft Exchange Online, POP3, and SMTP. E-mail Router includes the functionality of sending e-mails through any desired SMTP provider and receiving e-mails from Microsoft Exchange Server or from a POP3 server.
The minimum recommended hardware specifications for the server machine where E-mail Router will be installed are as follows:
E-mail Router components can be installed on a machine that runs on Windows 7 (32- or 64-bit editions), and on Windows Server 2008 or Windows Server 2008 R2 (x64-bit editions only).
Running Microsoft Dynamics CRM E-mail Router and the E-mail Router Configuration Manager application (32-bit) is not supported on a Windows Server 64-bit operating system in the Windows on Windows (WOW) mode.
Finally, Rule Deployment Wizard requires the Microsoft Exchange Server Messaging API (MAPI) client libraries.
For Microsoft Exchange Server 2010, MAPI Version 6.5.8147 (or later) is required. If an earlier version is installed, it has to be uninstalled before installing the newer version.
Download the latest MAPI client from:
http://www.microsoft.com/en-us/download/details.aspx?id=1004
This package, however, will not be installed on a system on which any version of Microsoft Outlook or Microsoft Exchange Server 2003 or earlier is installed.
Update Rollup 2 (or later) of Microsoft Exchange Server 2010 is also a requirement if Rule Deployment Wizard is intended to use Microsoft Exchange Server 2010 as its e-mail server.
Microsoft does not recommend installing E-mail Router on a computer that is running Microsoft Exchange Server.
The minimum permissions required to run E-mail Router are:
LocalSystemAccountPrivUserGroup groupFollow these steps to set up E-mail Router component:
SetupEmailRouter.exe file.It is recommended that you assess the impact of the update rollups before applying them because update rollups can break any existing code or the rollup itself can have defects.
If the required components are listed, they can be installed now. Click on Install to launch the installation. After the components are installed, the Status column value changes from Not Installed to Installed. Click on Next to continue.
Some of these components might require an Internet connectivity on the server machine in case the prerequisite binary files are not found on the local machine.

On the Select Router Components page, if we clear the option of a component that has already been installed, that component will be uninstalled.
When no verification errors remain, click on Next.
The setup for E-mail Router for Microsoft Dynamics CRM 2011 contains two main components:
Rule Deployment Wizard lets us deploy rules that are used to route e-mail messages to a forward mailbox from the mailbox of a user or queue. Rule Deployment Wizard does not work with POP3/SMTP e-mail servers.
Users and queues in CRM can be configured to use E-mail Router for processing of the incoming and outgoing CRM e-mails. To utilize this functionality, users and queues must have a valid e-mail address and must select E-mail Router for the incoming and outgoing E-mail access types. This can be set up by an administrator or by users having the relevant permissions.
E-mail Router can also be installed on a multiserver cluster to provide high availability and failover functionality. We will discuss this in the Installing Microsoft Dynamics CRM E-mail Router on multiple computers recipe later in this chapter.
After E-mail Router is installed, the E-mail Router configuration manager, an application that is installed during the Microsoft Dynamics CRM E-mail Router setup, must be run. We will discuss this in the next recipe.
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