Sunday, July 17, 2011

Microsoft CRM Email Router 2011

Yesterday I installed the new email router for MS CRM 2011 and I gathered some resources that might be useful:
- The email router can be downloaded from http://www.microsoft.com/download/en/details.aspx?id=20548
- Microsoft CRM 2011 Email Router installation guide: http://www.microsoft.com/download/en/details.aspx?id=18991
I configured the email router to work with Microsoft BPOS SMTP and Microsoft CRM 2011 Online version. Here is how it's done:
1. Go to MS CRM user records and change the "Email Access Type – Outgoing" to "Email Router".
2. Open the email router and create a profile for outgoing messages. I decided to use BPOS SMPT service so in the email server type is chose "SMTP" and the authentication type should be "Clear Text".
3. Mark the "Use SSL" box
4. The location of the profile should be "smtp.mail.microsoftonline.com"
5. Enter a user name (email) and password of one of the admin accounts on your Microsoft Online Email service.
6. Change the network port to 587
7. Save the profile
8. Create a deployment record by choosing to connect to Microsoft Crm online and place your unique organization name in the Microsoft CRM server location box (unique name can be found under Settings -> Customization-> Developer resources)
9. Publish changes

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