Load User, Queue, and Forward Mailbox Data (Online)

 

Updated: November 28, 2016

Applies To: Dynamics CRM 2016, Dynamics CRM Online

System_CAPS_noteNote

This Help topic applies to users of Microsoft Dynamics CRM Online. To find comparable information that applies to the on-premises deployment of Microsoft Dynamics CRM, see Load User, Queue, and Forward Mailbox Data (On Premises).

The procedure in this section describes how to display data about Microsoft Dynamics CRM users, queues, and forward mailboxes for the purposes of testing and configuring aspects of Email Router functionality. After you load this data by clicking Load Data, the Email Router Configuration Manager connects to Microsoft Dynamics CRM and displays a list of users and queues.

To appear in the list, each user or queue must have the following configuration settings on the Mailbox or Queue form in the Microsoft Dynamics CRM application:

  • Server-Side Synchronization or Email Router selected as either incoming or outgoing email delivery, or both incoming and outgoing email delivery. By default, Microsoft Dynamics CRM users do not have the this option configured for the user settings.

  • A valid email address.

  • Email approval.

    System_CAPS_importantImportant

    The primary email address of the user record must be approved by a system administrator. Users with the system administrator security role can approve an email address by clicking Approve Email on the user’s Mailbox form in the Microsoft Dynamics CRM application.

After you have set the configuration profiles and deployments that you want, you can load users, queues, and forward-mailbox information from the instance of Microsoft Dynamics CRM Online.

Load Email Router users, queues, and forward-mailbox information

  1. On the Users, Queues, and Forward Mailboxes tab, select the deployment that you want, and then click Load Data. The Microsoft Dynamics CRM user and queue information appears in the list.

  2. From the list, you can select an individual user that you want to modify or disable, or you can test access for all items.

To view forward mailbox information, click the Forward Mailboxes tab.

If the Email Router Configuration Manager cannot load data, verify that the URL for the selected deployment is in the form https://dev.crm.dynamics.com/OrganizationUniqueName, where OrganizationUniqueName is the name of the organization that the deployment is connecting to.

Additionally, by default, the Email Router service is configured to run under the Local System account. The Email Router service may be unable to connect to Microsoft Dynamics CRM Online when the following conditions are true:

  • The Email Router service is configured to run under the Local System account.

  • The Email Router service must pass through and authenticate with an Internet proxy server to connect to Microsoft Dynamics CRM.

To work around this issue, we recommend that you configure the Email Router service to use an Active Directory domain user account. Note that, the user account that you specify must be able to access the Internet through the proxy server.

To configure the Email Router service to use a domain user account

  1. On the computer where the Email Router is installed, click Start, point to Administrative Tools, and then click Services.

  2. In the services list, right-click Microsoft Dynamics CRM Email Router, and then click Properties.

  3. On the properties page, click the Log On tab, click This account, enter or select a user account and password, and then click OK.

  4. You must restart the Email Router service. To do this, in the services list, right-click Microsoft Dynamics CRM Email Router, and then click Restart.

  5. Close the Services MMC snap-in.

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