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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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After installing E-mail Router, it has to be configured. Certain configuration tasks are mandatory; whereas a few are optional. The configuration tasks can be listed as follows:
E-mail Router has several options, and before running the E-mail Router configuration manager, we need to be certain about the choices to be made here:
Two types of mailbox monitoring can be configured, they are as follows:
If Exchange Server is used, forward mailbox monitoring is recommended.
To use a forward mailbox with a Microsoft Dynamics CRM deployment that interfaces with a POP3-compliant e-mail system, the e-mail system must be able to forward e-mail messages as attachments.
We will take a look at all the previously mentioned tasks one by one:
Task 1 – Setting up profiles
Please follow the ensuing steps to configure the E-mail Router settings:
The E-mail Router Configuration Manager application will be launched. It has three sections as follows:
At least one incoming e-mail profile and one outgoing e-mail profile have to be configured to enable E-mail Router to route e-mails to and from Microsoft Dynamics CRM Organization.
We have to select from the following options:
By repeating steps 2 and 3, multiple incoming and outgoing profiles can be created:

In the Microsoft Dynamics CRM Server box, please provide the Microsoft Dynamics CRM Discovery service followed by the organization name, which is case-sensitive.
In the Access Credentials section, please specify the credentials that E-mail Router will use to log on to the Microsoft Dynamics CRM Server.
Use a Local System account if the machine account can be used to connect to Microsoft Dynamics CRM Server. In such a case, E-mail Router must be in the same domain as the Microsoft Dynamics CRM Server and the E-mail Router machine account should be added to PrivUserGroup in Active Directory.
Alternatively, the Other Specified account can be used to specify the credentials of a user of with the system administrator role to connect to Microsoft Dynamics CRM.
In the Incoming configuration profile field, select an incoming profile already created, and in the Outgoing configuration profile field, select an outgoing profile already created.
Finally, click on OK to finish the deployment:


Task 3 – Setting up the forward mailbox
In the Forward Mailbox dialog box, fill in the following boxes, and then click on OK:
To delete e-mail messages in the forward mailbox after they have been processed by E-mail Router, select the Delete messages in forward mailbox after processing option.

services.msc, and then press Enter. Right-click on the Microsoft CRM E-mail Router service, and then click on Restart.Task 2 – Configuring user e-mail settings
By default, incoming and outgoing e-mail access types in Dynamics CRM are set to Microsoft Dynamics CRM for Outlook. Unless this is changed, Outlook will be unable to send and receive e-mails.
To configure E-mail Router for incoming and outgoing e-mail access types, perform the following steps:

Task 4 – Configuring rules using Rule Deployment Wizard
To deploy these Microsoft Dynamics CRM user inbox rules, the Rule Deployment Wizard can be used. Rule Deployment Wizard can be run at any time to add or change the inbox rules for Microsoft Dynamics CRM users.
The Rule Deployment Wizard can only deploy rules to Exchange Server mailboxes. The Rule Deployment Wizard cannot be used to deploy rules to POP3 e-mail servers.
To run Rule Deployment Wizard, the user must:
The following are the steps to run the Rule Deployment Wizard:
Enter the URL of the CRM Organization for Microsoft Dynamics CRM Server.
For Access Credentials, provide the correct credentials of a system administrator of the Dynamics CRM Organization.
Then click on Next to proceed:


E-mail Router Configuration Manager configures the deployment and enables Dynamics CRM users and queues to send and receive e-mail messages. The E-mail Router configuration steps remain the same irrespective of whether E-mail Router is installed on a single machine or multiple-machine clusters. With this recipe, the E-mail Router installation activities come to a close.
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