Use Email Router Configuration Manager

 

Updated: November 28, 2016

Applies To: Dynamics CRM 2016, Dynamics CRM Online

System_CAPS_noteNote

The Microsoft Dynamics CRM Email Router is deprecated for December 2016 update for Dynamics 365 (online and on-premises) or later. We strongly recommend that you migrate all email routing functionality to use the server-side synchronization feature. More information: Migrate settings from the Email Router to server-side synchronization and Set up server-side synchronization of email, appointments, contacts, and tasks.

The Microsoft Dynamics CRM Email Router Configuration Manager is an application that system administrators and value-added resellers can use to configure Email Router deployments. For more information about installing Email Router and using Rule Deployment wizard, see Install Email Router and Rule Deployment Wizard.

System_CAPS_importantImportant

To use the Email Router Configuration Manager, you must be a Microsoft Dynamics CRM user who has the Dynamics CRM System Administrator security role. Additionally, Email Router will only work with Microsoft Dynamics CRM users when Server-Side Synchronization or Email Router has been selected as the option in the Synchronization Method setting in the Microsoft Dynamics CRM user’s Mailbox dialog box.

To start the Email Router Configuration Manager

  • On the computer where the Email Router is installed, click Start, point to All Programs, click Microsoft Dynamics CRM Email Router, and then click Microsoft Dynamics CRMEmail Router Configuration Manager.

    To save a configuration so that it is available the next time you run Email Router Configuration Manager, you must click Publish. The configuration information is saved to the Microsoft.Crm.Tools.EmailAgent.Configuration.bin and Microsoft.Crm.Tools.EmailAgent.xml files in the Drive:\Program Files\Microsoft CRM Email\Service\ folder.

    System_CAPS_noteNote

    To create and manage rule deployments, use the Rule Deployment Wizard. This wizard is installed by Email Router Setup and can be installed on the same computer as the Email Router.

To configure the Email Router, you must enter information on the following tabs of the Email Router Configuration Manager.

  • Configuration Profiles. To configure the Email Router, you first create one or more incoming and one or more outgoing configuration profiles. These configuration profiles contain information about the email server and the authentication methods that the Email Router will use to connect to the email server and transfer email messages to and from the Microsoft Dynamics CRM organization. You can create configuration profiles in the Configuration Profiles tab in the Email Router Configuration Manager.

  • Deployments. After you create the configuration profiles that you want, you must define at least one deployment. The information that you enter into the Deployment area will be used by the Email Router to connect to your Microsoft Dynamics CRM deployment.

  • Users, Queues, and Forward Mailboxes. After you have the configuration profiles and deployment established, then you manage the users, queues, and forward mailboxes that will be used by the Email Router to route Microsoft Dynamics CRM email messages. You manage these items on the Users, Queues, and Forward Mailboxes tab in the Email Router Configuration Manager.

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