Once email router installation is done, to make it work, its needs to configure. Here are steps to configure it.
First of all, go to CRM and open System settings and make following setting
- Process Email Using: Select Email router here if you want to configure with email router
- incoming Email: keep it as forward mailbox or ‘Server Side Sync or Email Router’
- Outgoing Email: keep it as ‘Server Side Sync or Email Router’
- You will found some checkboxes below this setting name ‘Email Processing for unapproved user and queues’, if you check this box then only approved users and queues will loaded in email router.
- now open mailbox of particular user or queue and set ‘Server Side Sync or Email Router’ for in and outgoing mail in ‘synchronization Method’
Now, we can configure email router, here the steps of it…..
- Click on windows start button and look for email router
2. Click on ‘Microsoft Dynamics CRM Email Router Configuration Manager’ to start configuration
3. Now click on ‘New button’ to create either ‘Incoming profile’ or ‘Outgoing Profile’
4. To explore more on this go here
5. You can create multiple profile for multiple organization on same email router for email communication
6. Once configuration profiles got configured then go into ‘Deployment’ tab to create deployments, ref below screenshot
7. Then click on next tab to test and select proper deployment and click on ‘Load Data’ button to see how many queues or users are able to send / receive mails in CRM, ref below screenshot
8. As you can see in above image, you can configure ‘Forward Mailboxes’ as well, to CREATE new one go in that tab and click New button and provide asked info.
9. Now, select any queue or user and click on ‘Test Access’. By doing this you will come to know that is configured data correct or not. Ref below screenshot
10. When you made any change in configuration, you have to publish it. Else made change won’t be neither count or save by router. Please note.
11. Also, I would like to add few more prerequisite for email router
- Make sure the user account that is running the Email Router service is a member of the Active Directory directory service PrivUserGroup security group
- Make sure the account that is specified in the Access Credentials field on the General tab of the Email Router Configuration Profile dialog box is a Microsoft Dynamics CRM administrative user. If the access credentials are set to Local System Account, the computer account must be a member of the Active Directory PrivUserGroup security group
- Make sure that the URL of the Microsoft Dynamics CRM deployment is spelled correctly
11. Thant’s it.