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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting Up Email in CRM
Microsoft Dynamics CRM (Archived)

Setting Up Email in CRM

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Posted on by Jean S. 1,020

Hello, I have recently purchased Microsoft Dynamics CRM Online Professional for my company and am having a lot of trouble configuring the email. We use Microsoft Exchange for our company email server, and the main goal is to set up emails so five employees can receive email notices from the CRM directly to their company email inbox. I know different actions like setting up a router needs to be done, but am not sure how to do it and every help source never seems gets me anywhere! Is there any step-by-step directions for configuring the email in CRM from start to finish? Thanks anyone for their help!

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  • Jean S. Profile Picture
    Jean S. 1,020 on at
    RE: Setting Up Email in CRM

    I figured it out! If you specify the incoming and outgoing Email Configuration Profiles for each user under the Users, Queues, and Forward Mailboxes tab you can have different profiles for each user, thus allowing each user's credentials to be associated with their own mailbox. Thanks for all the help!

  • Jean S. Profile Picture
    Jean S. 1,020 on at
    RE: Setting Up Email in CRM

    How would you go about checking the privilege...where would you go to check the account privileges and edit them?

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at
    RE: Setting Up Email in CRM

    check the privilege of email router account that you specified in the email router has enough privilege to access all user mailbox in exchange server?

  • Jean S. Profile Picture
    Jean S. 1,020 on at
    RE: Setting Up Email in CRM

    Okay, so now the outgoing server works perfectly for all users but the incoming server works only for the user that I put in as the User Name and Password under Access Credentials>>Other Specified. Therefore when I test the access to another user the incoming status says "Failure- The specified object was not found in the store. Verify that the specified user credentials have Receive permission on the target mailbox. Error: ErrorItemNotFound".

    Any advice as to how to verify the credentials to Receive permission? Would you do that in the CRM or on the user's outlook settings? Thanks!

  • Verified answer
    Logan Profile Picture
    Logan on at
    RE: Setting Up Email in CRM

    Here are the Instructions to configure Email Router with o365.

    support.microsoft.com/.../2708706

    Thanks,

    Nadeem

  • Royal King Profile Picture
    Royal King 27,686 on at
    RE: Setting Up Email in CRM

    is your email server and crm online subscription sits in same tenant ? If that is the case you can do server  setup server side email Sync .

    Check this post in regards to url of the incoming and out going emails.

    http://www.c2software.com/c2-blog/email-router-dynamics-crm-2013.aspx

  • Jean S. Profile Picture
    Jean S. 1,020 on at
    RE: Setting Up Email in CRM

    Chitra,

    I have gotten further than before now with the configuration manager- I have managed to load the data and have tested the access to the users. However, upon testing the access the error comes up that says "Incoming Status: Failure-the request failed with HTTP status 403: Forbidden." as well has "Outgoing Status: Failure - An error occurred while checking the connection to email server 'https://outlook.office365.com..' etc."

    There seems to be the biggest issue with what I put in as the Exchange Web Services URL: when I put in the suggested "autodiscover-red001.mail.microsoftonline.com/.../Exchange.asmx" it fails to work, as well as when I enter in our company's Microsoft Exchange server that starts with "https://outlook.office365.com.." etc. Do you have a suggestion as to what I should put in the Exchange Web Services URL text bar?

  • Royal King Profile Picture
    Royal King 27,686 on at
    RE: Setting Up Email in CRM

    Check the credentials that you mentioned in the deployment section in the email router.

  • Jean S. Profile Picture
    Jean S. 1,020 on at
    RE: Setting Up Email in CRM

    I tried to set it up and after clicking "Load Data" under the "Users, Queues and Forward Mailboxes" tab, a box popped up saying

    "The Email Router Configuration manager was unable to retrieve user and queue information form the Microsoft Dynamics CRM server. This may indicate that the Microsoft Dynamics CRM server is busy. Verify that URL 'dev.crm.dynamics.com/org-------&; is correct. Additionally, this problem can occur if specified access credentials are insufficient. To try again, click Load Data. (LogonidentityExWithUI())"

    I'll try the second post!

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at
    RE: Setting Up Email in CRM

    it does not matter its gmail or exchange only url of an email service provider may differ but the steps are same

    here is the post that provides configuring email router for office 365

    https://community.dynamics.com/crm/b/msdynamicscrmtips/archive/2014/02/04/crm-2013-online-email-router-exchange-online.aspx

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