Create or modify a Deployment (On-premises)

 

Updated: November 28, 2016

Applies To: Dynamics CRM 2016, Dynamics CRM Online

System_CAPS_noteNote

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 a Deployment (Online).

You can create or modify the deployment configuration information that the Email Router will use to connect to a Microsoft Dynamics CRM Server deployment.

To create or modify deployment information

  1. Click the Deployments tab, and then click New to create a new deployment configuration. To modify an existing deployment configuration, select a deployment in the list, and then click Modify.

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

    • Deployment. You must select the type of Microsoft Dynamics CRM system that the Email Router will connect to. The following options are available.

      • My company. Select this option if the deployment of Microsoft Dynamics CRM is deployed at your company.

      • An online service provider. Select this option if the deployment that the Email Router will connect to is an online service provider deployment of Microsoft Dynamics CRM.

    • Microsoft Dynamics CRM Server. Type the URL of the Microsoft Dynamics CRM Server.

      • If you are connecting to an on-premises version at your company, the format is similar to http://myCRMServer:5555/OrganizationUniqueName.

      • If you are connecting to a service provider deployment, contact your service provider to obtain the correct URL. For more information, see the documentation that is available from the Microsoft Download Center.

        System_CAPS_importantImportant

        Make sure that the URL of the Microsoft Dynamics CRM deployment is spelled correctly. The OrganizationUniqueName part of the URL must be spelled exactly as it appears in the Microsoft Dynamics CRM server. To determine the OrganizationUniqueName, start the Microsoft Dynamics CRM web application as a user who has the System Customizer role. Click Settings, and then click Customizations. On the Customization page, click Developer Resources. The OrganizationUniqueName is displayed below the Organization Unique Name label.

        If you have installed Microsoft Dynamics CRM Server roles on separate computers, you must enter the URL of the computer that is running the Discovery Web Service server role.

    • Access Credentials. If you select My company in Deployment options, you can choose either Local System Account or Other Specified.

      System_CAPS_noteNote

      If you select Local System Account, either the Email Router must be installed on the same server as the Microsoft Dynamics CRM Server, or the Email Router computer must be added to the Active DirectoryPrivUserGroup security group. This computer will already be a member of the PrivUserGroup security group if you specified the Email Router computer during Microsoft Dynamics CRM Server Setup.

      If you select Other Specified in Access Credentials, the Email Router will use the credentials that you enter in the User Name and Password boxes.

      If you select An online service provider in Deployment options, the Other Specified option is required.

    • Default configuration profiles. In this area you can select the default incoming and outgoing configuration profiles.

      These configuration profiles will automatically be applied to users and queues. Incoming and outgoing configuration profiles are created on the Configuration Profiles tab.

      If you do not select an incoming or outgoing default configuration profile, you must select an incoming and outgoing profile for each user. You can set individual configuration profiles on the Users, Queues, and Forward Mailboxes tab.

  3. To save the deployment configuration information, click Publish.

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