Microsoft Dynamics CRM 2011 E-mail Router Deployment Scenarios. On Premises Scenario 1: Configure Microsoft Dynamics CRM to use the E-mail Router for incoming and outgoing e-mail. PART-2 in Series [Configure the Microsoft Dynamics CRM deployment]

This blog will show how to configure the E-mail Router to transfer e-mail messages to and from Microsoft Dynamics CRM. This blog series has 8 parts and this is the second part, PART-2.

Configure the Microsoft Dynamics CRM deployment

Perform the steps in the following procedure after you have created the outgoing and incoming e-mail profiles.

• To configure a new deployment

1.    Start the E-mail Router Configuration Manager.

2.    Click the Deployments tab.
 
3.    Click New to create a new deployment.
 
4.    Leave the default Deployment option set to My Company.
 
5.    For Microsoft Dynamics CRM Server, type the URL address to open the Microsoft Dynamics   
       CRM Web site. For example, assume the following:

The Microsoft Dynamics CRM Server 2011 name is CRMWEB.

The Microsoft Dynamics CRM Web site runs on port 5555.

The OrganizationName is Adventure Works Cycles.

In this scenario, you would type https://crmweb:5555/AdventureWorksCycles.

Notes 

For OrganizationName on the Deployments tab, use the OrganizationUniqueName of your organization. The OrganizationUniqueName part of the URL must be spelled exactly as it appears in Microsoft Dynamics CRM. To determine the OrganizationUniqueName, start the Microsoft Dynamics CRM Web application as a user who has the System Customizer role. Click Settings and expand Customization. On the Customization page, click Developer Resources. The OrganizationUniqueName is displayed below the Organization Unique Name label.

If this URL address is entered incorrectly, the deployment will be created successfully but you will get an error when you click Load Data on the Users, Queues, and Forward Mailboxes page.  

6.    For Access Credentials, select the type of credentials from Local System Account or Other Specified:

Use Local System Account if you wish to use the machine account to connect to the Microsoft Dynamics CRM Server.

To do so, the E-mail Router must be in the same domain as the Microsoft Dynamics CRM Server and the E-mail Router machine account is added to the Priv User Group in Active Directory.

Alternatively, you may use the Other Specified account to specify the credentials of a user of with the System Administrator Role to connect to Microsoft Dynamics CRM.

7.    For Incoming configuration profile, select the incoming profile that should be mapped to all users and queues by default. The Incoming configuration profile field is optional, so you can leave it blank.

8.    For Outgoing configuration profile, select the outgoing profile that you created.

9.    Click OK to finish creating the deployment. 

Previous Part in this Series: PART-1: Microsoft Dynamics CRM 2011 E-mail Router Deployment Scenarios. On Premises Scenario 1: Configure Microsoft Dynamics CRM to use the E-mail Router for incoming and outgoing e-mail. PART-1 in Series [Overview]

Next Part in this Series: PART-3: Microsoft Dynamics CRM 2011 E-mail Router Deployment Scenarios. On Premises Scenario 1: Configure Microsoft Dynamics CRM to use the E-mail Router for incoming and outgoing e-mail. PART-3 in Series [Configure the outgoing e-mail profile - Use Exchange Online for outbound e-mail]

My above blog is based on Microsoft's Official information.

I hope this blog about 'Microsoft Dynamics CRM 2011 E-mail Router Deployment Scenarios. On Premises Scenario 1: Configure Microsoft Dynamics CRM to use the E-mail Router for incoming and outgoing e-mail. PART-2 in Series [Configure the Microsoft Dynamics CRM deployment]' was informative. Please feel free to leave your comments.