Microsoft Dynamics CRM (Archived)

CRM for Outlook 2013 Problems

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This is an on-premise installation of CRM 2013, one server running the CRM components, one SQL server

On-premise Exchange 2007 Server

Office 2013 32-bit

E-mail router is configured and tests OK

CRM for Outlook is installed and configured. Server-side configuration for the mailbox has Incoming Email, Outgoing Email and Appointments.. all set to Microsoft Dynamics CRM for Outlook. When I go into Email configuration on the server and 'Test and Enable', I get errors telling me that I can't send or receive and that I need to set my sync method to Server-Side Synchronization or Email router and try again.

Why in the hell is this product so disjointed and so difficult to install and configure? I've never in my 23 years in IT ever encountered a piece of software like this. It's impossible to find the right kind of help, answers usually point you to ridiculous MS articles on MSDN or Technet that lead you nowhere and if there was an installation flow chart, the sheer size of the if-then-else scenarios would fill a gymnasium floor. This is my last bastion of hope before I go off the deep end.

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Royal King 27,686 on at

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Here is the document that gives step by step to configure and test email router

msdn.microsoft.com/.../hh699786.aspx

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I have the E-mail Router configured and tested successfully, so I don't need documentation on how to set it up and configure it. My question is why, on the server, when I click 'Test & Enable Mailbox' is it failing and telling me to use server-side sync, when I have Exchange 2007? It tells me that whether I choose to use the Email Router or the Outlook CRM Client. Is there a permission problem? A setting I missed? Anything?

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Royal King 27,686 on at

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Did you read section "Set email access type"?

Before a user can send and receive email messages that will be tracked in Microsoft Dynamics CRM, you must change the email access type that is set for that user, as described in the following procedure.

To set the email access type

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

Check your security role

Follow the steps for the app you’re using.

If using the CRM web application

Click or tap Settings > Administration > Users.

If using CRM for Outlook

Find the user whose settings you want to edit. You may need to navigate to a different page.

Click the name of the user, or select the user and then click Edit. The User form opens. You can edit the messaging options in the Email Access Configuration section.

Warning

By default, Microsoft Dynamics CRM sets both the incoming email access type and the outgoing email access type to "CRM for Outlook."

For each user of the Microsoft Dynamics CRM web application whose mail will be routed by the Email Router, you must change the incoming type to Email Router or to Forward Mailbox, and the outgoing type to Email Router.

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I've done that! If I set the Incoming and Outgoing option to 'Microsoft Dynamics CRM for Outlook' and click 'Test & Enable Mailbox', I get alerts that say "Your mailbox <user> can't send email. In the mailbox record, set the synchronization method for outgoing email to Server-Side Synchronization or Email Router and try again.' Same ting for the receive side, same thing for appointments, contacts and tasks. Next step, do what it says and set the Incoming and Outgoing Synchronization Method to 'Server-Side Synchronization or Email Router', save, click 'Test & Enable Mailbox' and now the alerts tell me 'The email message "Test Message" cannot be sent because the mailbox <user> does not have an email server profile associated with it to the email server profile is inactive." Same thing for receiving email. Again, we have Exchange 2007, so according to what I've read, we don't need a server profile because that's just for Exchange 2010 and 2013 using server-side synch.

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Royal King 27,686 on at

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Did you deploy inbox rules to receive email?

Deploy inbox rules

An important part of routing email messages to your Microsoft Dynamics CRM system is the placement of an Microsoft Exchange Server inbox rule in the inbox of each Microsoft Dynamics CRM user or queue. This rule sends a copy of each message that is received by a Microsoft Dynamics CRM user to the Microsoft Dynamics CRM system mailbox. From the Microsoft Dynamics CRM system mailbox, the Email Router retrieves the messages and creates an email activity in Microsoft Dynamics CRM.

To deploy these Microsoft Dynamics CRM user inbox rules, use the Rule Deployment Wizard, which can be run at any time to add or change the inbox rules for your Microsoft Dynamics CRM users.

Important

The Rule Deployment Wizard can deploy rules only to Exchange Server mailboxes. You cannot use the Rule Deployment Wizard to deploy rules to POP3 email servers.

Note

For information about installing the Rule Deployment Wizard, see Install Email Router and Rule Deployment Wizard in this guide.

If you chose to install this wizard as part of the Email Router installation, you can access this wizard by doing the following:

On the computer where you have installed the Rule Deployment Wizard, click Start, point to All Programs, point to Microsoft Dynamics CRM Email Router, and then clickRule Deployment Wizard.

The Rule Deployment Wizard does not have to be run on a computer with an instance of Exchange Server. To run the Rule Deployment Wizard, you must:

Be logged on as a Microsoft Dynamics CRM user with a security role. (Users can be in restricted access mode).

Be a local administrator on the computer where the wizard is running.

Have Exchange Server administrative permissions.

To deploy rules to the mailbox of a Microsoft Dynamics CRM user, the person running the Rule Deployment Wizard must have Exchange Server administrative permissions for the mailbox. Use the Exchange System Manager and the Exchange Server delegation wizard to designate Exchange Server administrators. Or, make sure that the person running the Rule Deployment Wizard has full permissions on the Exchange Server mailbox store or storage group in which the users' mailboxes are located.

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Are Inbox Rules used with the Outlook CRM Client Add-In as well, or is it just for the e-mail router? I haven't deployed any rules because I want to use the Microsoft Dynamics CRM for Outlook Add-In and that's what I'm testing. I only switched the profiles to Email Router to see if it would eliminate the errors.

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Royal King 27,686 on at

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With only outlook client installed and without configuring email router following are the only things that can be done

1. Track email in CRM from Outlook client

2. Send email from CRM , in order this to work you need outlook should be running. If outlook was not running while you are sending email from crm then email will be sent only when you open your outlook.

Check this article it gives more information about how email works within CRM

http://blogs.technet.com/b/ptsblog/archive/2011/03/14/sending-e-mails-from-microsoft-dynamics-crm.aspx

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Right, but what this doesn't explain is why I'm getting the errors I'm getting. This is my frustration. I know you're trying to help, but it's not helping. You keep pointing me to how things are supposed to work, not an answer as to why it's not working.

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Royal King 27,686 on at

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No one will give you answer just looking at what you have posted, all we can do is troubleshoot the issue based our experience. I don't think even whoever wrote the system can give you answer based on what you posted on the forum.

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Satish Tiwari - CRM on at

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Exchange Server 2007 is not supported with CRM 2013 for Server Side synchronization. So if you wish to use Server Side synchronization than you need to use Exchange 2010 /2013. You can refer to http://technet.microsoft.com/en-us/library/dn531050.aspx to verify this information.

To use Server side Synchronization you will need to setup Email Server profile which will help CRM connects to Exchange to fetch the users mailboxes and once profile is setup than set the incoming and /or outgoing to Server Side synchronization and now you can do Test & enable mailboxes to check if Server side sync is working properly or not. You can refer to http://www.microsoft.com/en-US/dynamics/crm-customer-center/set-up-email-through-server-side-synchronization.aspx to know how to setup email server profile and how does server side synchronization work.

If you wish to use CRM Client for outlook than you will only need to install & configure CRM client for outlook and set users incoming & outgoing profile for Microsoft Dynamics CRM for outlook, there is no need to do test & enable mailbox as it will only work when Server Side Synchronization is configured.

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