Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Installing Microsoft Dynamics CRM E-mail Router


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:

  • Routing incoming e-mail messages to Microsoft Dynamics CRM

  • Sending e-mail messages generated from Microsoft Dynamics CRM

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.

Getting ready

The minimum recommended hardware specifications for the server machine where E-mail Router will be installed are as follows:

  • A multi-core 1.8 GHz processor

  • 2 GB of RAM or more

  • A minimum of 100 MB of available hard disk space

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).

Note

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.

Note

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:

  • The account that is running E-mail Router must be LocalSystemAccount

  • The computer where E-mail Router will be installed must be added to the PrivUserGroup group

How to do it…

Follow these steps to set up E-mail Router component:

  1. Log in to the server machine where E-mail Router has to be installed with local administrative privileges.

  2. Download Microsoft Dynamics CRM 2011 E-mail Router from the Microsoft website (http://www.microsoft.com/en-in/download/details.aspx?id=27818). If downloading is not permitted on this machine, this can be downloaded elsewhere and then copied onto this machine.

  3. After downloading the package, start the installation by double-clicking on the downloaded EXE file. The first step would be to specify the location to which the package content will be unzipped.

  4. After unzipping, locate the unzipped files and then double-click on the SetupEmailRouter.exe file.

  5. If a Security Warning page pops up, proceed by clicking on Run.

  6. Then a Welcome to Microsoft Dynamics CRM 2011 E-mail Router Setup page appears. Select Get Updates for Microsoft Dynamics CRM if Dynamics CRM update rollups have to be applied; otherwise, select Do not get updates and then click on Next.

    Note

    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.

  7. When the License Agreement page appears, select I accept this license agreement to accept the license terms and click on I Accept.

  8. If the required components are missing, the Download and Install Required Components page appears. If this page does not appear, all required components are installed and the next step in the installation procedure can be skipped.

    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.

    Note

    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.

  9. On the Select Router Components page, select either one or both options and then click on Next:

    • The Microsoft Dynamics CRM E-mail Router Service option installs the E-mail Router service and the E-mail Router configuration manager

    • The Rule Deployment Wizard option installs Rule Deployment Wizard. Optionally, this wizard can be installed on any computer in the Active Directory domain of the Exchange Server.

    Note

    On the Select Router Components page, if we clear the option of a component that has already been installed, that component will be uninstalled.

  10. On the Select Install Location page, accept either the default file installation directory or browse to indicate a different location, and then click on Next.

  11. The System Checks page appears. This page displays a summary of all system requirements for a successful E-mail Router installation. Any reported error must be corrected before proceeding with installation. If there is a problem that will take time to be solved, setup has to be cancelled at this point; the problem has to be fixed and only then can setup be restarted.

    When no verification errors remain, click on Next.

  12. The Ready to Install page appears. The installation selections made have to be reviewed; click on Back to change any selections, or click on Install to install now.

  13. After the E-mail Router setup has finished installing files, click on Finish.

How it works…

The setup for E-mail Router for Microsoft Dynamics CRM 2011 contains two main components:

  • E-mail Router (the E-mail Router service and the E-mail Router configuration manager)

  • Rule Deployment Wizard

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.

There's more...

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.