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Showing posts with label CRM 4. Show all posts
Showing posts with label CRM 4. Show all posts
Tuesday, June 29, 2010
Friday, May 8, 2009
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).
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).
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