Email router installations & Configuration PPt For Only Microsoft Dynamics CRM Online

1. EMAIL ROUTER INSTALLATIONS
&
CONFIGURATION IN CRM ONLINE
Microsoft Dynamics CRM

2. Installing and Configuring the E-mail Router for
Exchange Online and Dynamics CRM Online
Before we go about installing the
E-mail Router lets have a look at
the minimum Hardware and
Software requirements required.

3. Microsoft Dynamics CRM 2013 Email Router
hardware requirements
Component *Minimum *Recommended
Processor (32-bit) 750-MHz CPU or
comparable
Multi-core 1.8-GHz CPU
or higher
Processor (64-bit) x64 architecture or
compatible 1.5 GHz
processor
Multi-core x64 architecture
2GHz CPU or higher such
as AMD Opteron or Intel
Xeon systems
Memory 1-GB RAM 2-GB RAM or more
Hard disk 100 MB of available hard
disk space
100 MB of available hard
disk space
*Actual requirements and product functionality may vary based on
your system configuration and operating system.

4. Microsoft Dynamics CRM 2013 Email Router software requirements
http://technet.microsoft.com/en-us/library/hh699689(v=crm.6).aspx
1. Download the CRM 2013 Email router
from here and run the Setup
Install the Email Router
2. On the Welcome to Microsoft Dynamics
CRM 2013 Email Router setup page, select
whether you want to update Email Router
setup. We recommend that you click Get
updates for Microsoft Dynamics CRM.
Then, click Next

6. 3. On the License Agreement page, review the
information and if you accept the license agreement,
click I accept this license agreement, and then click I
Accept.

7. 4. If required components are missing, the Install Required
Components page appears. If this page does not appear, all
required components are installed, and you can skip to the next
step in the installation procedure

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

10. 6. On the Select Microsoft Update Preference page, select how you
would like Install the updates.

11. 7. On the Select Install Location page, either accept the Default file
installation directory or Browse to indicate a different location, and
then click Next.

12. 8. The System Checks page appears. This page is a summary of all
system requirements for a successful Email Router installation.
Verification errors must be corrected before the installation can
continue.

13. 9. The Ready to Install page appears. Review the installation
selections that you have made. Click Back to change your selections,
or Install to install now.

14. 10. After Email Router Setup is finished installing files, click Finish.

15. Configure the Email Router

16. 1. Open the Email Router Configuration Manager

17. a. Click Configuration Profiles and then click New.
b. In the E-mail Router Configuration Profile dialog box, type a profile
name. For example, type Incoming Profile.
c. For Direction, select Incoming.
d. For E-mail Server Type, select ExchangeOnline.
e. For Location, you could either check AutoDiscover or you could type
the Exchange Web Services URL.
https://outlook.office365.com/EWS/Exchange.asmx
2. Create the Incoming Profile
f. Under Access Credentials, notice that the only option is Other
Specified.
For User Name and Password, enter the credentials that the E-mail
Router will use to retrieve e-mail messages from the Exchange
Online mailbox to which this profile is mapped. The credentials can
be either those of the Exchange Online mailbox or those of the
Exchange Online tenant administrator. Enter the user name in the
username@fulldomain format.

19. d. For E-mail Server Type, select ExchangeOnline.
3. Create the Outgoing Profile.
e. For Location, you could either check AutoDiscover or you could
type the Exchange Web Services URL.
https://outlook.office365.com/EWS/Exchange.asmx
a. Click Configuration Profiles and then click New.
b. In the E-mail Router Configuration Profile dialog box, type a
profile name. For example, type Outgoing Profile.
c. For Direction, select Outgoing.

20. f. The value for Access Credentials is automatically set to Other
Specified
g. Select the User Type. Your choices are User and Administrator.
Select User if you want the E-mail Router to connect to the Exchange
Online mailbox of the user whose mail it will route. The E-mail
Router will authenticate by using that user’s e-mail address, which it
obtains from the Primary E-mail field of the user record that is stored
in Dynamics CRM.

21. h. If you select Administrator as the user type, select either
Delegate Access or Send as permission as the access type.
Delegate Access causes e-mail to be sent as "Send on behalf of"
messages.
Send as permission causes e-mail to be sent as "Send As"
messages.

22. i. Save the configuration profile by clicking Publish

23. 4. Configure the Microsoft Dynamics CRM deployment
a. Click the Deployments tab.
b. Click New to create a new deployment.
c. Make sure that the Deployment option is set
to Microsoft Dynamics CRM Online.
d. For Microsoft Dynamics CRM Server, type the
URL address of Microsoft Dynamics CRM Online.
This could vary depending upon the region of the
world in which you are located.

24. North America-
https://disco.crm.dynamics.com/Orgnaniz
ationName
EMEA -
https://disco.crm4.dynamics.com/Orgnani
zationName
APAC -
https://disco.crm5.dynamics.com/Orgnani
zationName

25. To find out the OrgnizationName in CRM Online you can navigate
to Settings and expand Customization. On the Customization
page, click Developer Resources. The Organization Name is
displayed below the Organization Unique Name label.
e. Notice that Other Specified is automatically specified for
Access Credentials.
f. For Incoming configuration profile, select the incoming
profile that you created
g. For Outgoing configuration profile, select the outgoing
profile that you created

27. 5. Set e-mail access type to E-mail Router in Microsoft
Dynamics CRM
a. Click Settings, click Administration, and then
click Users.
b. Double-click the user’s name to open the user record.
c. Select Server- Side Synchronization or E-mail
Router in the Incoming and the Outgoing Email Delivery
Method.

29. 6. Test and publish the new profiles and deployment
a. Click the Users, Queues, and Forward Mailboxes tab.
b. Under Select a CRM Deployment to view users and
mailboxes, select the deployment that you created.
c. Click Load Data. This displays the Microsoft
Dynamics CRM users who are configured to use the E-
mail Router.
If an error appears when you click Load Data, verify
that the correct organization name is listed under Select
a CRM Deployment to view users and mailboxes.

30. Clicking Load Data displays only users with approved e-mail
addresses, regardless of the e-mail settings of those users.

31. 7. Click Test Access. The E-mail Router Configuration Manager
performs tests on selected users for both the incoming and the
outgoing profile. A successful test displays a "Succeeded"
message in green text.
Click Publish

32. K.Naveen Kumar
Microsoft Dynamics CRM Developer