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]

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 fifth part, PART-5.

Configure Microsoft Dynamics CRM to use the E-mail Router for incoming e-mail using Exchange E-mail Server Type

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.

To configure the incoming e-mail profile

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 IncomingEmail.

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 Incoming.

5.    For E-mail Server Type, select the type of e-mail server that processes incoming e-mail for your organization.

6.    In the remaining configuration steps, you provide the protocol and authentication information that the E-mail Router will use to communicate with the e-mail server. Your choices for these settings depend on the type of e-mail server. In this blog I will show you the Steps for Exchange E-mail Server Type.

Steps for Exchange E-mail Server Type

Note:
For each E-mail Server Type, specific options are available for protocol and authentication type:
 
E-mail Server Type: Exchange 2003
Protocol: WebDAV
Authentication Type: Windows Authentication

E-mail Server Type: Exchange 2007
Protocol: WebDAV or Exchange Web Services
Authentication Type: Windows Authentication

E-mail Server Type: Exchange 2010
Protocol: Exchange Web Services
Authentication Type: Windows Authentication

E-mail Server Type: Exchange Online
Protocol: Exchange Web Services
Authentication Type: Clear Text

1.    Select the Protocol:

• If your E-mail Server Type is Exchange 2007, select WebDAV or Exchange Web Services.

• If your E-mail Server Type is not Exchange 2007, the Protocol is automatically selected for you.

Note:
For information about the differences between the WebDAV and Exchange Web Services protocols, see Migrating from Exchange 2007 Legacy APIs (http://msdn.microsoft.com/en-us/library/cc535018(exchg.80).aspx).

2.    Notice that the Authentication Type is also automatically selected, regardless of the version of Microsoft Exchange.

3.    Indicate the Location of the e-mail server.

• If the Protocol is WebDAV, type the HTTP-DAV location of the Microsoft Exchange server in the E-mail Server field. Please note the following:

A single installation of Microsoft Exchange Server can consist of multiple endpoints. Specify an endpoint that has HTTP-DAV enabled. (For example, on an Exchange 2003 installation, the endpoint used for Outlook Web Access (OWA) has HTTP-DAV enabled.)

Enter this location in URL format: https://ExchangeServerName or https://ExchangeServerName.domain.com.

If Microsoft Exchange is not installed on the default Web site and port, include the port number. For example: https://ExchangeServerName:8080

• If the Protocol is Exchange Web Services, type the location of the Microsoft Exchange server in the Exchange Web Services URL field.

• A single installation of Microsoft Exchange Server can consist of multiple endpoints. Specify the endpoint that has EWS enabled. Typically, the CAS role server has the EWS endpoint enabled.

Enter this location as a URL in Exchange Web Services (EWS) format: https://ExchangeServerName/EWS/Exchange.asmx.

• If Microsoft Exchange is not installed on the default Web site and port, include the port number. For example: https://ExchangeServerName:8080/EWS/Exchange.asmx.

4.    For Access Credentials, select the type of credentials that the E-mail Router will use to access the mailbox of the Microsoft Dynamics CRM record. The available credential types are Local System Account, User Specified, and Other Specified.

Note:
The account you specify must have full access to the Microsoft Exchange mailbox of the Microsoft Dynamics CRM record. Verify that the rights are set correctly within the mailbox of the account. (These include, at a minimum, the rights to open the mailbox, read mailbox items, create folders, and move mailbox items.) For systems that use Microsoft Exchange 2003, you can change user mailbox rights in the Active Directory Users and Computers tool. For systems that use Microsoft Exchange Server 2007 or Microsoft Exchange Server 2010, use the Exchange Management Shell tool or the Exchange Management Console to change permissions on mailboxes.

If the E-mail Router is installed on the Exchange Server and the Access Credentials are set to Local System Account, no additional Exchange administration is required.

5.    If you select User Specified for Access Credentials, each Microsoft Dynamics CRM user must perform additional configuration steps to grant the E-mail Router access to the Exchange mailbox. To do this, see below "Configure users or queues to allow Microsoft Dynamics CRM E-mail Router access to mailbox".

6.    Click OK to complete the configuration of the incoming profile.

7.    Follow the steps in the procedure below "Configure users or queues to allow Microsoft Dynamics CRM E-mail Router access to mailbox". 

Configure users or queues to allow Microsoft Dynamics CRM E-mail Router access to mailbox

If your deployment is not SSL enabled, certain functionalities are disabled, including setting a mailbox user name and password to be used by the E-mail Router. This happens for security reasons, because the user name and password that are entered on this page would be transferred in clear text to the Microsoft Dynamics CRM Server.

The best way to re-enable these functionalities is to move your deployment to use SSL for the Microsoft Dynamics CRM Web site. However, you can still enable these functionalities on a non-SSL Microsoft Dynamics CRM Web site; to do so, follow the steps mentioned in Keep user credentials secure (on page 35) to set a Windows registry key. Do this for each deployment.

1.    Open the Microsoft Dynamics CRM Web client.

2.    Click File, and then click Options.

3.    In the Set Personal Options dialog box, click the E-mail tab.

4.    Select the Allow E-mail Router to use my credentials to send and receive e-mail on my behalf check box.

Note:
The E-mail Router works only if the user's primary e-mail address has been approved by a system administrator.

5.    For User name, provide account credentials that are used to access the mailbox. You can use either the user's e-mail address or the user's domain and user name in the format domain\username, for example, contoso\myalias.

6.    For Password, type the user's domain password.

7.    Click OK to close the Set Personal Options dialog box.

Notes:
If the passwords of Microsoft Dynamics CRM users are set to expire periodically in Active Directory, you must complete these steps every time the password changes.

The Allow credentials for the E-mail Router check box is also available on Queue records in Microsoft Dynamics CRM.

8.    Continue with the procedure "Set e-mail access type to E-mail Router in Microsoft Dynamics CRM".

Previous 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]

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

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

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