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]

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 seventh part, PART-7.

Before users can send and receive e-mail by using the Microsoft Dynamics CRM E-mail Router, you must configure each user for this functionality. To do this, follow these steps:

To set a user's e-mail access type

1.    Open the Microsoft Dynamics CRM Web client as a user who has the Microsoft Dynamics CRM system administrator role.

2.    Click Settings, click Administration, and then click Users.

3.    Double-click the user's name to open the user record.

4.    Select E-mail Router from the E-mail access type - Incoming list.

5.    Select E-mail Router from the E-mail access type - Outgoing list.

6.    Click Save & Close.

Note:
By default, after a user is added or a user's e-mail address is changed, that e-mail address must be approved by a system administrator. However, you can change the requirement that e-mail addresses must be approved; to do this, follow the steps in To change the requirement for approval of users:

To change the requirement for approval of users

1.    As a system administrator, open the Microsoft Dynamics CRM Web application.

2.    Click Settings and then, under System, click Administration.

3.    On the Administration page, click System Settings. The System Settings - Webpage Dialog dialog box appears.

4.    Click the E-mail tab.

5.    Under Configure e-mail processing, check or clear the following check boxes:

• Process e-mails only for approved users

• Process e-mails only for approved queues

Previous Part in this Series: 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-2 in Series [Configure the Microsoft Dynamics CRM deployment]

Next Part in this Series: 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]

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-7 in Series [Set e-mail access type to E-mail Router in Microsoft Dynamics CRM]' was informative. Please feel free to leave your comments.