Create or Modify an Incoming Configuration Profile (On Premises)

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Applies To: Dynamics CRM 2016, Dynamics CRM Online

Note

This Help topic applies only to users of the on-premises deployment of Microsoft Dynamics CRM. To find comparable information that applies to Microsoft Dynamics CRM Online, see Create or Modify an Incoming Configuration Profile (Online).

You can create or modify Email Router configuration profiles for incoming email messages.

To create or modify an incoming configuration profile

  1. In the Email Router Configuration Manager, click the Configuration Profiles tab. To create a new configuration profile, click New. To modify an existing configuration profile, select one from the list, and then click Modify.

  2. On the General tab, enter or update the information and observe any noted restrictions or requirements as appropriate in the following locations, and then click OK.

    • Profile Name. You must enter a name for the configuration profile. It is useful to enter a name that describes the email server type and direction. For example, you might name the profile Exchange Server Incoming.

    • Direction. Select Incoming to create a new configuration profile for email messages that will be routed to your Microsoft Dynamics CRM organization. After you save the configuration profile, the direction cannot be changed.

    • Email Server Type. For an email server that processes incoming email, select one of the following server types:

      • Exchange 2007. Select this option if you use Microsoft Exchange Server 2007 for incoming email.

      • Exchange 2010 or 2013. Select this option if you use Microsoft Exchange Server 2010 or Microsoft Exchange Server 2013 for incoming email.

      • Exchange Online. Select this option if you use Microsoft Exchange Online for incoming email.

      • POP3. Select this option if you use a POP3-compliant email server for incoming email.

    • Authentication Type. Depending on the type of email server that you use to process incoming email, select one of the following authentication types:

      • Windows Authentication. This is the only authentication type available if you use Microsoft Exchange Server for incoming email.

      • NTLM. This option is available only if you use a POP3-compliant server for incoming email.

      • Clear Text. This option is available if you use either a POP3-compliant server or Microsoft Exchange Online for incoming email. For Microsoft Exchange Online, this is the only authentication type available.

      Important

      Clear text authentication transmits unencrypted user names and passwords. If you use clear text authentication, we recommend that you do this only with Transport Layer Security (TLS) or Secure Sockets Layer (SSL). Select Use SSL and set the Network Port field (on the Advanced tab) to a value that is appropriate for your environment. (If you specify Exchange Online, the Use SSL option is not available because you can connect to Exchange Online only over an https connection.) Verify your POP3 server requirements with your email administrator.

    • Location. In the Email Server field, enter the complete URL for the incoming email server.

    • Access Credentials. Complete the following fields to configure the authentication method that the Email Router will use to connect to the incoming email server:

      • Local System Account. Select this option if you use Exchange Server as the incoming email server and you want to authenticate by using the local system account of the computer where the Email Router is running. This option requires a trust relationship between the computer where the Email Router is running and the computer where the Exchange Server is running.

      • User Specified. Select this option if you want the Email Router to authenticate by using an individual user account or a mailbox. This option is available in the on-premises and Service Provider editions of Microsoft Dynamics CRM.

        Note

        If you select User Specified for Access Credentials, each user that this profile serves must specify their access credentials on the Email tab in the Dynamics 365 for Outlook or Web application Set Personal Options page.

        If you select User Specified for Access Credentials, for each queue that this profile serves, the queue's access credentials must be added in the corresponding mailbox form.

        If you select User Specified for Access Credentials, the account specified in the Deployments tab to connect to Microsoft Dynamics CRM must be a member of the PrivUserGroup security group.

      • Other Specified. Select this option if you want the Email Router to authenticate by using the credentials of a specified user. The specified user must have full access to all the mailboxes that the incoming profile will serve. To specify multiple sets of access credentials, you must create a separate configuration profile for each specified user.

        Note

        If you select Other Specified and you select POP3 as the incoming email server type, you cannot enter a value in the User Name box because the POP3 protocol authenticates by using an email address and not a user name. You must provide the email address password in the Password box.

        If you select Other Specified, you must enter in the User Name and Password fields the credentials that the Email Router will use to retrieve email messages from the Exchange Online mailbox to which this profile is mapped. The credentials can be either those of the Exchange Online mailbox, or those of the Exchange Online tenant administrator. Enter the user name in the username@fulldomain format.

  3. To save the configuration profile, click Publish.

See Also

Configure the Email Router
Managing Configuration Profiles
Create or Modify an Incoming Configuration Profile (Online)
Create or Modify an Outgoing Configuration Profile (On Premises)
Set Advanced Configuration Profile Options

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