Configuring Email Router for Dynamics CRM 2016. Installing Email Router Configure the Email Router

1. Email Router Configuration
– Gmail and Microsoft
Dynamics CRM
OnPremise/Online 2016
Integration

2. Agenda
 Configuring Email Router for Dynamics CRM 2016.
 Installing Email Router
 Configure the Email Router

3. Configuring Email Router for Dynamics CRM 2016
 This post will cover how we can install and
configure the Dynamics CRM Email Router using
POP3 and SMTP server (For Example using Gmail).

4. Installing Email Router
 1. On the Welcome to Microsoft
Dynamics CRM 2016 Email Router
setup page, select whether
you want to update Email Router
setup. We recommend that you
click Get updates for Microsoft
Dynamics CRM. Then, click Next

5. 2. On the License Agreement page, review the information and if you accept the
license agreement, click I accept this license agreement, and then click I Accept.

6. 3. If required components are missing, the Install Required Components page appears. If
this page does not appear, all required components are installed, and you can skip to the
next step in the installation procedure

7. 4. On the Select Router Components page, select either or both options, and
then click Next.

8. 5. On the Select Microsoft Update Preference page, select how you would like
Install the updates.

9. 6. On the Select Install Location page, either accept the Default file installation
directory or Browse to indicate a different location, and then click Next.

10. 7. The System Checks page appears. This page is a summary of all system requirements for
a successful Email Router installation. Verification errors must be corrected before the
installation can continue.

11. 8. The Ready to Install page appears. Review the installation selections that you
have made. Click Back to change your selections, or Install to install now.

12. 9. After Email Router Setup is finished installing files, click Finish

13. Configure the Email Router
Now after installing the Dynamics CRM Email Router we will go
through the configuration steps of it using POP3 and SMTP server
type here i will show that using Gmail server.

14. Just follow the below simple steps:
1. Open the Email Router Configuration Manager.

15. 2. Create a new profile. Give it appropriate name and set
 a. Direction to Incoming
b. Email Server Type to POP3
c. Authentication Type to Clear Text.
d. Check the Use SSL box.
e. Email Server value to pop.gmail.com which is the
name of the Gmail POP server.
f. Access Credentials as User Specified (that will be pick
up from the Dynamics CRM User Profile will show that in
later steps).

16.  g. Now go to advanced tab and update the
Network Port number to 995.

17. 3. Now create another profile, this one is for outgoing mails. Give it appropriate
profile name and set the values
a. Direction to Outgoing
b. Email Server Type to SMTP
c. Protocol to SMTP
d. Authentication Type to Clear Text
e. Check the Use SSL box
f. Email server value to smtp.gmail.com.
g. Access credentials will be freeze to other
specified. As like Incoming Direction there is no
option for user specified. So you need to
specify the credential of Gmail account which
will be use for sending the emails from the
Dynamics CRM and on the behalf of other CRM
users.

18.  h. Now go to advanced tab and
update the Network Port number
to 587.

19. a. Select Deployment to My Company (Because i am having on premise (IFD) you
can choose option according to your instance).
b. Write your Dynamics CRM server URL for example:
https://DiscoveryServer:PortNumber/OrganizationName
c. Access Credentials to Other specified and enter the credentials of your CRM
(recommend to use Dynamics CRM admin credentials as that user will have full
access to CRM).
d. Set incoming and outgoing configuration profile to profiles which we created
earlier.
e. Press OK and close the popup.
4. Now go to deployment tab of the Email Router Configuration and create new
deployment.

21. 5. In next step go to Users, Queues and Forward Mail boxes tab and select the
deployment that we created in previous step then click on load data.
6. Now you will get the list of all the Users, Queues from the Dynamics CRM.
7. Now click on publish (That will save your all configurations done till now).

22. 8. Select any of the User from the list and click on Test Access then you will get the
error "Incoming Status: Failure - The Email Router service configuration parameter
"EmailUser" is missing. This parameter is required".
This is because we had set the
Access Credentials to User
Specified in Incoming Profile for
Email Router
So to resolve this user or
administrator need to specify
credentials in Dynamics CRM
mail box which is explained in
next step.

23. 9. Log in to Dynamics CRM. Go to the Logged in User Profile and then
Open the Mailbox

24.  Enable Allow to use Credentials for Email Processing and enter the credentials i.e.
Username (email address of the User) and Password.
 Ensure the Incoming, Outgoing Email profile and Appointments, Contacts, and
Tasks set to Server Side Synchronization or Email Router.
 Also need to create Server Profile where
 Server Type set to Other POP3/SMTP.
 Incoming and Outgoing server location are set to pop.gmail.com and smtp.gmail.com
respectively.
 In Credentials section set Authenticate Using to Credentials specified by a User or Queue
 Enable the option Use same setting for Outgoing.
 Also ensure Incoming port set to 995 and outgoing port set to 587.
 And set the created Server Profile in Mailbox.

27.  Now you can test the configuration by click on Test & Enable Mailbox from the
ribbon.
 That's it now you can see in the Configuration Test Results section that all status
are update to success and the user will receive a test mail from Dynamics CRM.
*Note Email address of the CRM Users need to be approved by the administrator.

28. 10. Also now if you go to Email Router again and test the access for the user from the user
list/queue that will show both incoming and outgoing status as succeeded.
* If still facing any issues for Incoming Status then you need to verify that POP is
enabled for the User email.