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-4 in Series [Configure the outgoing e-mail profile - Use SMTP for outbound e-mail]

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 fourth part, PART-4.

Configure the outgoing e-mail profile: Use SMTP for outbound e-mail

Note:
If your organization used the E-mail Router in Microsoft Dynamics CRM 4.0, you can re-use the configuration profiles that you created for Microsoft Dynamics CRM 4.0.

1.    Start the E-mail Router Configuration Manager.

2.    Click Configuration Profiles and then click New.

3.    In the E-mail Router Configuration Profile dialog box, type a profile name. For example, type OutgoingEmail.

Note:
You might eventually need to create multiple incoming profiles. For this reason, specify profile names that are unique and easy to understand.

4.    For Direction, select Outgoing.

5.    For E-mail Server Type, select SMTP. The value for Protocol automatically changes to SMTP.

6.    Change the value in the Authentication Type list to the authentication that your SMTP server accepts. Available authentication types include Windows Authentication, Clear Text, and Anonymous.

• If you are using the SMTP protocol of Microsoft Exchange Server, the authentication types that are supported are Clear Text and Windows Authentication.

• If you are using a third-party SMTP server, confirm with your ISP the correct Authentication Type to set.

7.    Type the name of the SMTP server in the E-mail Server field. Use the NetBIOS name or the Fully Qualified Domain Name (FQDN) of the server.

8.    Select Use SSL if you want to require Secure Sockets Layer (SSL) for the connection to the e-mail server that will process outgoing e-mail.

9.    In the Access Credentials list, select how the E-mail Router will gain access to the SMTP server. First, select the type of credentials to use. These are your choices:

• Local System Account. Select this option if you want to authenticate by using the local system account of the computer where the E-mail Router is running. (This choice is available only if Windows Authentication is selected for Authentication Type.)     

• Other Specified. Select this option if you want the E-mail Router to authenticate by using the credentials of a specified user.

10.    If you selected Other Specified, type the credentials to be used by the E-mail Router in the User name and Password fields.
Note:
Whether you selected Local System Account or Other Specified, the credentials used by the E-mail Router must have sufficient rights to send e-mail to the designated SMTP server.

11.    Click OK.

Note:  
If you configure your outgoing e-mail profile to use a Microsoft Exchange server as the SMTP server, additional configuration might be required. This additional configuration is described in Microsoft Knowledge Base (KB) article 915827 (http://support.microsoft.com/kb/915827/en-us). Specifically, follow the procedure about configuring the Microsoft Exchange server to allow relay messages from the Microsoft Dynamics CRM Server 2011.

12.    Go to my blog on Configure Microsoft Dynamics CRM to use the E-mail Router for incoming e-mail. There are 4 parts:

• PART-5: 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-5 in Series [Configure the incoming e-mail profile - Steps for Exchange E-mail Server Type]

• PART-6: 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-6 in Series [Configure the incoming e-mail profile - Steps for POP3 E-mail Server Type]

• PART-7: 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-7 in Series [Set e-mail access type to E-mail Router in Microsoft Dynamics CRM]

• PART-8: 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-8 in Series [Test and publish the new profiles and deployment]

Previous 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]

Next Part in this Series: PART-5: 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-5 in Series [Configure the incoming e-mail profile - Steps for Exchange E-mail Server Type]

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-4 in Series [Configure the outgoing e-mail profile - Use SMTP for outbound e-mail]' was informative. Please feel free to leave your comments.