Email Router Configuration and Troubleshooting

Hi Everyone,

There are many kb articles and blogs about email router configuration and troubleshooting. I tried to collect them all and put them together. Hope this is useful.

Configuration

While we all know what is an email router. Here are the details about how to configure it.

1)  With Office 365 Exchange Online.

http://support.microsoft.com/kb/2708706

2)  With Exchange On-Premise.

 How to configure an incoming profile

  1. Start the E-mail Router Configuration Manager. To do this, click Start, click All Programs,
    click Microsoft Dynamics CRM 2011 E-mail Router, and then click Microsoft Dynamics CRM E-mail Router Configuration.
  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 Incoming Email.
  4. For the direction, select Incoming.
  5. For the email server type, select Exchange Version (2007/2010). The value for Protocol automatically changes to Exchange Web Services, and the value for Authentication
    Type automatically changes to Windows Authentication.
  6. In the Server field, type the complete URL for the incoming email server in the Exchange Web Services (EWS) URL format (https://<fqdn>/EWS/exchange.asmx).
  7. To get the Exchange Web services URL, on Exchange PowerShell run the following command :- Get-webServicesVirtualDirectory | fl
  8. Make sure you are able to access web service url from the system where you have installed Email Router.
  9. In the Access Credentials list, select how the email router will gain access to the Exchange server. Preferably “Other Specified”.
  10. On Advance TAB set the port no to 443. For Exchange 2007 onwards  SSL is required.

Tip: - Instead of typing a URL, you can select the Use Autodiscover option to use the Autodiscover service to obtain the Exchange Web Services URL. (If Autodiscover is setup and working properly)

 
     11.   Click OK.

In the E-mail Router Configuration Manager, click Publish.

Give Application Impersonation permissions to the account used in Incoming profile :-
http://msdn.microsoft.com/en-us/library/office/dn722376(v=exchg.150).aspx

How to configure an outgoing profile

To configure an outgoing profile for Exchange Online, follow these steps:

  1. Click Start, click All Programs, click Microsoft Dynamics CRM 2011 E-mail Router, and then click Microsoft Dynamics CRM E-mail Router Configuration.
  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 Outgoing Exchange E-mail.
  4. For the direction, select Outgoing.
  5. Select SMTP. The Protocol value can be Windows Authentication or Clear Text.
  6. In the Server field, type the FQDN of outgoing email server.
  7. Make sure you are able to Telnet to port 25 using the IP address of the SMTP server.
  8. In the Access Credentials list, select how the email router will gain access to the Exchange server. Preferably “Other Specified”. This account should have “send as” or “send on behalf” permissions
    on all other mailboxes which are CRM users.
  9. Once done setup a receive connector in Exchange to relay the email messages from Email Router. http://support.microsoft.com/kb/915827

Note When using an on-premises version of Microsoft Dynamics CRM, you can select User Specified. If you select this option, each Microsoft Dynamics CRM user must follow these steps to grant the email router access to the
Exchange mailbox:

a. Open the Microsoft Dynamics CRM web client.

b. On the File menu, click Options.

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

d. Select Allow E-Mail Router to use my credentials to send and receive e-mail on my behalf.

e. Have the user type his or her user name and password.

                   
        10.     Click OK.
        11.    In E-mail Router Configuration Manager, click Publish.

Note When Delegate permissions are used in the email router, users must be set up to enable the email router to "send as" or "send on behalf of" the owner of the mailbox. To do this, follow
these steps:

  1. Open the Microsoft Dynamics CRM web client.
  2. Click On the File menu, click Options.
  3. In the Set Personal Options dialog box, click the E-mail tab.

Select allow other Microsoft Dynamics CRM users to send email on your behalf.

 3) Configure email router with POP account.

      1. You need to get the configuration settings from POP service providers like Gmail etc.

      2. In almost every case these are the same settings which you will use to configure outlook client.

 

Enable Email Router Tracing

http://support.microsoft.com/kb/2862024

 

More details about Profiles / Authentication Type / Access Credentials / Forward Mailbox

http://technet.microsoft.com/en-us/library/hh699786.aspx

 

Incoming Email Configuration Issues

http://msdn.microsoft.com/en-us/library/hh699737.aspx

 

Email Router Demystified- Know the Limitations.

https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2012/12/12/email-router-demystified-know-the-limitations.aspx

 

Email Router Demystified - Troubleshooting part 1

https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2015/01/02/email-router-demystified-troubleshooting-part-1.aspx

 

Email Router Demystified - Troubleshooting part 2

https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2015/01/16/email-router-demystified-troubleshooting-part-2.aspx

 

Email Router Performance Based error messages

https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2013/09/06/crm-e-mail-router-performance-based-error-messages.aspx

 

Email Router Configuration XML Explained.

http://blogs.msdn.com/b/crm/archive/2008/07/02/email-router-configuration-xml-file-explained.aspx

 

Install Email Router on Multiple Computers

http://technet.microsoft.com/en-us/library/hh699708

 

Large Scale Email Processing at Microsoft.

http://blogs.msdn.com/b/crm/archive/2007/07/20/large-scale-crm-email-processing-at-microsoft.aspx