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 eighth part, PART-8.
The last step in configuring Microsoft Dynamics CRM to use the E-mail Router is to publish the new incoming and outgoing configuration profiles and deployment. Before you start this step, you must test connectivity to verify that everything connects successfully.
To test connectivity
1. Start the E-mail Router Configuration Manager.
2. Click the Users, Queues, and Forward Mailboxes tab.
3. Under Select a CRM Deployment to view users and mailboxes, select the deployment that you created.
Click Users and Queues and click Load Data. This displays the Microsoft Dynamics CRM users who are configured to use the E-mail Router.
If an error appears when you click Load Data, verify that the correct organization name is listed under Select a CRM Deployment to view users and mailboxes.
Clicking Load Data displays only users with approved e-mail addresses, regardless of the e-mail settings of those users.
If no users are listed after you click Load Data, or if users are missing, make sure that the missing user's settings are correct by following the steps in "Set e-mail access type to E-mail Router in Microsoft Dynamics CRM".
4. If you want to change the Incoming or Outgoing configuration profile that will be used for a particular user, double-click the user record to open it, change the selection for the Incoming Configuration Profile or Outgoing Configuration Profile, and then click OK.
Creating individual profiles for users can be a tedious task: You first need to gather mailbox credentials for each user and then create profiles and assign them to each user. You can avoid this if you can take advantage of the Delegation/Impersonation rights of an Administrator account on your e-mail server. That is, if you know of a single Administrator account that has Delegation/Impersonation rights over all other user accounts, you need to create only one incoming profile and one outgoing profile in which you specify the credentials of the Administrator account. When you do this, you use this single profile for all users.
5. Click Test Access. The E-mail Router Configuration Manager performs tests on selected users for both the incoming and the outgoing profile. A successful test displays a "Succeeded" message in green text. To close the Test Access window, click Close.
6. Click Publish. Successfully publishing the configuration displays the message: "Configuration changes have been saved and the E-mail Router settings have been published." Click OK to close the message box.
Publishing the configuration saves it to an .xml file that is located in the following folder:
<Drive>:\Program Files\Microsoft CRM Email\Service\Microsoft.Crm.Tools.EmailAgent.xml
You have now successfully configured Microsoft Dynamics CRM to use the E-mail Router for incoming and outgoing Microsoft Dynamics CRM e-mail.
Previous 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.
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-8 in Series [Test and publish the new profiles and deployment]' was informative. Please feel free to leave your comments.