Create or modify a Deployment (Online)

 

Updated: November 28, 2016

Applies To: Dynamics CRM 2016, Dynamics CRM Online

System_CAPS_noteNote

This Help topic applies only to users of Microsoft Dynamics CRM Online. To find comparable information that applies to the on-premises deployment of Microsoft Dynamics CRM, see Create or modify a Deployment (On-premises).

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

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. Select the type of Microsoft Dynamics CRM system that the Email Router will connect to. The following option is available.

      • Microsoft Dynamics CRM (online). Select this option to connect the Email Router to an instance of Microsoft Dynamics CRM Online.

      • If your organization uses Microsoft account, enter:

        • https://dev.crm.dynamics.com/<OrganizationName> where OrganizationName is a placeholder for the actual ID of your organization.

      • If your organization uses Microsoft Office 365, enter:

        • https://disco.crm.dynamics.com/<OrganizationName> where OrganizationName is a placeholder for the actual ID of your organization.

        • If your organization uses Microsoft Office 365, make sure that the computer on which the Email Router is installed also has the Microsoft Online Services Sign-In Assistant (MSOSIA) installed on it. Organizations in the Online Service Delivery Platform have dependency on MSOSIA.

          If Microsoft Online Services Sign-In Assistant is already installed, check the registry key SOFTWARE\Microsoft\MSOIdentityCRL and make sure that the TargetDir registry key in MSOIdentityCRL contains msoidcli.dll.

      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. Go to Settings > Customizations. Click Developer Resources. The OrganizationUniqueName is displayed below the Organization Unique Name label.

    • Access Credentials. Select the credentials that will be used by the Email Router to connect to Microsoft Dynamics CRM. You must select Other Specified. The Email Router will use the credentials that you enter in the User Name and Password boxes.

    • 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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