Outgoing email processing based on email router in Microsoft Dynamics CRM4

1. Install E-mail Router (on the CRM server)

1.1. Run Installation CD /Exchange/amd64(for Win 2008)\SetupExchange.exe.

1.2. After series of ‘Next’ – check ‘Microsoft Dynamic CRM E-mail Router Service’.

1.3. After series of ‘Next’ installation is completed.

2. Configure E-mail Router

2.1. Run ‘E-mail Router Configuration Manager’ (either it starts after installation or you can run it at any time by running following file: C:\Program Files\Microsoft CRM Email\Service\Microsoft.Crm.Tools.Email.Management.exe).

2.2. On ‘Configuration Profiles’ Tab click ‘New’.

2.3. Create configuration profile:

Profile Name: whatever - best to name it something logical
Direction: Outgoing
E-mail Server Type: SMTP
Authentication Type: Anonymous (for general SMTP Server)
Location: Server: SMTP server - next in email chain (could be email router server itself - if SMTP Server Service exists on it - for Windows 2003 - default; for Windows 2008 - feature needs to be added)
Access Credentials: Local System Account.

2.4. On ‘Deployments’ Tab – click ‘New’.

2.5. Configure ‘Deployment’ same as following (note - ‘Microsoft Dynamic CRM Server’ field is case sensitive):

Deployment: My company
Access Credentials: 'Other Specified' (specify credentials of the account with System Administrator privileges)
Default Configuration profiles:
Incoming - does not matter - may leave it blank (we configure Outgoing email processing)
Outgoing - Name of profile from step 2.3.

2.6. Go to ‘Users, Queues, and Forward Mailboxes’ – click ‘Load Data’ – it should not error out.

2.7. Click ‘Publish’.

2.8. Open the following file: C:\Program Files\Microsoft CRM Email\Service\Microsoft.Crm.Tools.EmailAgent.xml.

2.9. Change SchedulingPeriod to 30 (default is 1000).

2.10. Save the file, restart ‘Microsoft CRM Email Router’ service.

3. Configure SMTP Server Service in IIS (note: for 2008 you should use IIS (6.0) Manager for configuration).

3.1. Run IIS Manager.

3.2. Right Click ‘Default SMTP Virtual Server’ (for 2008 – [SMTP Virtual Server #1])/Properties.

3.3. Access Tab/Authentication – make sure that ‘Anonymous Access’ is checked.

3.4. Access Tab/Relay – add all E-mail Router Servers IPs into the allowed relay list (including yourself, if email router installed on the SMTP Server).

3.5. Delivery Tab/Advanced – configure how you'd like SMTP Server Service to process email further.

4. Configure CRM Users to use E-mail Router.

4.1. Login to CRM Browser client.

4.2. Click Settings/Users.

4.3. Double click the user.

4.4. On ‘General’ Tab change the E-mail Access Configuration for Outgoing to ‘E-mail Router’.

4.5. ‘Save and Close’.

4.6. Remove tracking token on emails: Setting/Administration/System Settings/Email Tab – deselect ‘Use tracking token’ (optional).