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]

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 sixth part, PART-6.

Configure Microsoft Dynamics CRM to use the E-mail Router for incoming e-mail using POP3 E-mail Server Type

If your e-mail server type is not POP3, see Steps for Exchange E-mail Server Type.

Note:
For the POP3 E-mail Server Type, you can choose between two authentication types:

E-mail Server Type: POP3
Protocols: POP3
Authentication Types: NTLM

E-mail Server Type: POP3   
Protocols: POP3
Authentication Types: Clear Text

1.    Notice that the Protocol is automatically set to POP3.

2.    For Authentication Type, specify the authentication method that is used to connect the E-mail Router to the POP3 account.

• If you are connecting to an internal Exchange POP3 server, you can select NTLM authentication.

• If you are connecting to an external Exchange POP3 server, you can select Clear Text authentication.

• If your POP3 account resides with an ISP, contact the ISP to obtain the authentication type to access this account.

3.    For E-mail Server, type the POP3 server name and domain. For example, type POP3servername.domain.com. If the POP3 account resides with an ISP, obtain the server name from the ISP.

Note:
This is the same incoming e-mail server name you would use to connect Outlook to the POP3 account. To obtain the correct URL, refer to the POP3 account connection information, which is usually available in the online Help at the site where you registered for the POP3 account.

Alternatively, you can find the POP3 server name and domain in the account properties of the e-mail account, located in Microsoft Outlook.

4.    Select the Use SSL check box if you want to require Secure Sockets Layer (SSL) for the connection to the outgoing e-mail server.

5.    Access Credentials determines the type of credentials that the E-mail Router will use to access the mailbox of the Microsoft Dynamics CRM user. If a choice is available, select Other Specified.

However, if a deployment has been defined that specifies Microsoft Dynamics CRM Online, Other Specified is automatically selected for Access Credentials.

6.    The User Name of the POP3 user's account is automatically set. Type the password for this user.

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

8.    Select the Use SSL check box if you want to require Secure Sockets Layer (SSL) for the connection to the incoming e-mail server.

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

• If you select Other Specified, the User Name of the POP3 user's account is automatically obtained from Microsoft Dynamics CRM at runtime, but you must still type the password.

Notes:
Other Specified is typically used for POP3 Microsoft Dynamics CRM queue accounts.
If you select Other Specified, all users or queues that are set to use one particular incoming profile must have the same password in order to connect. You can, however, create multiple incoming profiles for multiple POP3 accounts and assign a different password to each one.

• If you select User Specified, each Microsoft Dynamics CRM user must perform additional configuration steps to grant the E-mail Router access to the POP3 mailbox. (Users can do this by following the steps in the procedure Configure users to allow Microsoft Dynamics CRM E-mail Router access to mailbox.)

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

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. 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-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]

Next Part in this Series: 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]

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

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