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Microsoft Dynamics CRM (Archived)

Dynamics CRM online - adding a new email server profile

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Posted on by 45

I would like to send some automatic notifications by using workflows in Dynamics CRM online. However, by default it wouldn't send an email, rather would try to use Outlook's CRM plugin to do so.

In the email configuration I set to use Email Router for outgoing emails, the problem is, there's only one option in the "Server profile" field, which is "Microsoft Exchange Online". Is there a way to add a new server profile pointing to an on-premise Exchange server?

I found this guide pointing to "Settings -> Email templates -> ...", but it seems to be missing from the Online version.

http://www.microsoft.com/en-us/dynamics/crm-customer-center/create-email-server-profiles-and-add-mailboxes-using-server-side-synchronization.aspx

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  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    Hi Dmitry,

    If you want to use Email Router to send email, it doesn't care about the Server Profile.

    You can set to existing one. Just configure using email router

    If you use Email Router then you don't need using any server side sync method, just use the email router configuration which you need to install the Email Router

    www.microsoft.com/.../details.aspx

    , and don't forget to go to System Setting --> Email and set to Email Router.

    Now go to Email Router and do the setting only.

    Thanks.

  • Dmitry Dzygin Profile Picture
    45 on at

    Hi Aileen

    Thank you for the help, properly configuring Email Router solved the problem.

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