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]

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 third part, PART-3.

Configure the outgoing e-mail profile: Use Exchange Online for outbound e-mail

1.    Start the E-mail Router Configuration Manager.

2.    On the Configuration Profiles tab, click New.

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

4.    For Direction, select Outgoing.

5.    For E-mail Server Type, select ExchangeOnline. The value for Protocol automatically changes to Exchange Web Services, the value for Authentication Type automatically changes to Clear Text, and the value for Access Credentials automatically changes to Other Specified.

Note:
Clear Text is secure because SSL is required when ExchangeOnline is the e-mail server.

6.    In the Exchange Web Services URL field, enter the complete URL for the outgoing e-mail server. Use the Exchange Web Services (EWS) URL format (EWS/exchange.asmx), as shown in the following examples:

• https://autodiscover-red001.mail.microsoftonline.com/ews/exchange.asmx - US Data Center

• https://autodiscover-red002.mail.emea.microsoftonline.com/ews/exchange.asmx - EMEA Data Center

• https://autodiscover-red003.mail.apac.microsoftonline.com/ews/exchange.asmx - APAC Data Center

Note:
Instead of typing a URL, you can select the Use Autodiscover option to use the Autodiscover service as the way to obtain the Exchange Web Services URL.

7.    In the Access Credentials section, you specify how the E-mail Router will gain access to the Exchange Online server. Because the Other Specified option is selected, the E-mail Router will authenticate by using the credentials of a specified user. Now, select the User Type. The choices are Administrator and User. If you select User as the user type, the E-mail Router will connect to the mailbox whose credentials consist of the user's e-mail address (used as the User Name) and a password taken from the Password box. If you select Administrator as the user type, the E-mail Router can use the specified credentials to connect to any mailbox within the Exchange Online tenant to send e-mail messages. The send method can be either Delegate Access or Send as permission, depending on which access type that you select.

• 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.

• If you select Administrator as the user type, you must 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.

Notes:
To use delegate access when processing outgoing e-mail messages for Exchange Online, the credentials specified in the outgoing profile must have "PublishingEditor" permissions (Delegate Access) on the Exchange Online mailboxes that need to be accessed. The Exchange Online administrator has this permission by default.

To use Impersonation ("Send as" permission), you must first log a support call with the Exchange Online team to ask for impersonation rights.

8.    To save the configuration profile, click Publish.

9.    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-2: 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-4: 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]

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-3 in Series [Configure the outgoing e-mail profile - Use Exchange Online for outbound e-mail]' was informative. Please feel free to leave your comments.