Create or Modify an Outgoing Configuration Profile (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 Server, see Create or Modify an Outgoing Configuration Profile (On Premises).

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

To create or modify an outgoing 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 deployment, select a configuration profile, select one in 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 Outgoing.

    • Direction. Select Outgoing to create a new configuration profile for email messages that will be routed from your organization to an external recipient. After you save the configuration profile, the direction cannot be changed.

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

      • SMTP. Select this option if you use Microsoft Exchange or another SMTP-compliant email server.

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

    • Protocol. For an Exchange Online email server that processes outgoing email, Exchange Web Services is the only available protocol. For an SMTP email server that processes outgoing email, SMTP is the only available protocol.

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

      • Windows Authentication. This option is available only if you select SMTP as the outgoing email server type.

      • Clear Text. This option is available if you select either SMTP or Microsoft Exchange Online as your outgoing email server type. For Microsoft Exchange Online, this is the only authentication type available.

        System_CAPS_importantImportant

        Because clear text authentication transmits user names and passwords without encryption, it is not recommended for use over an unsecured network. We recommend that you contact your email administrator to verify the appropriate authentication type for your environment.

      • Anonymous. This option is available only if you select SMTP as your outgoing email server type.

        System_CAPS_importantImportant

        Anonymous SMTP authentication is valid only for internal, non-Internet-facing SMTP servers. Many SMTP servers do not support anonymous authentication. To ensure uninterrupted email flow from the Email Router, verify your SMTP server requirements with your email administrator.

    • Location. In the Email Server or Exchange Web Services URL field, enter the complete URL for the outgoing email server:

      • For outgoing configuration profiles that use SMTP, use the http://server.domain.com format.

      • For outgoing configuration profiles that use Exchange Online, use the Exchange Web Services (EWS) URL format (EWS/exchange.asmx), as illustrated in the following examples:

        • https://autodiscover-red001.mail.microsoftonline.com/ews/exchange.asmx - US Data Center

        • https://autodiscover-red002.mail.emea.microsoftonline.com/ews/exchange.asmx - EMEA Data Center

        • https://autodiscover-red003.mail.apac.microsoftonline.com/ews/exchange.asmx - APAC Data Center

      • Use Autodiscover. Select this option to use the Autodiscover service as the way to obtain the Exchange Web Services URL. The Autodiscover option is available only in profiles that use Exchange Web Services (EWS).

      • Use SSL. Select this check box if you want to require Transport Layer Security (TLS) or Secure Sockets Layer (SSL) for the connection to the outgoing email server.

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

      • Local System Account. Select this option if you select SMTP as the email server type 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. This is the only option available if you select Anonymous as the authentication type.

      • 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. 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.

      • User Type. If you select Exchange Online as the email server type and Other Specified as the access credentials, you must select either Administrator or User as the user type. Select Administrator if you want to use a single set of credentials to process multiple mailboxes, or if you want to provide a different set of email credentials to process individual mailboxes. If you select User as the user type, the Email Router will connect to the mailbox whose credentials consist of the user's email address (used as the User Name) and a password taken from the Password box.If you select Administrator as the user type, the Email Router can use the specified credentials to connect to any mailbox within the Exchange Online tenant to send email messages. The send method can be either Delegate Access or Send as permission, depending on which access type that you select.

      • Access Type. If you select Exchange Online as the email server type, Other Specified as the access credentials, and Administrator as the user type, you must select either Delegate Access or Send As as the access type. Delegate Access causes email to be sent as "Send on behalf of" messages. This requires the administrator to have delegate access permissions over the Exchange Online mailbox to which the Email Router is connecting. If the administrator does not have those permissions, the Email Router will try to grant the delegate access permissions to the administrator before processing email messages. The Send As access type causes email to be sent as "Send As" messages. This requires the administrator to have "Send As" permissions over the Exchange Online mailbox to which the Email Router is connecting.

  3. To save the configuration profile, click Publish.

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