Create or Modify an Outgoing Configuration Profile (On Premises)

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Applies To: Dynamics CRM 2016, Dynamics CRM Online

Note

This Help topic applies only to users of the on-premises deployment of Microsoft Dynamics CRM Server. To find comparable information that applies to Microsoft Dynamics CRM Online, see Create or Modify an Outgoing Configuration Profile (Online).

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 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 Microsoft Dynamics CRM 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 Exchange Server or another SMTP-compliant email server.

      • Exchange Online. Select this option if you use Exchange Online.

    • 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.

        Important

        Clear text authentication transmits unencrypted user names and passwords. If you use clear text authentication, we recommend that you do this only with Transport Layer Security (TLS) or Secure Sockets Layer (SSL). Select Use SSL and set the Network Port field (on the Advanced tab) to a value that is appropriate for your environment. (If you specify Exchange Online, the Use SSL option is not available because you can connect to Exchange Online only over an https connection.) Verify your POP3 server requirements with your email administrator.

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

        Important

        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 Server field, enter the complete URL for 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.

        Note

        The Local System Account is the only option available if you select Anonymous as the authentication type.

      • User Specified. Select this option if you want the Email Router to authenticate by using an individual user account or a mailbox. This option is available in the on-premises and Service Provider editions of Microsoft Dynamics CRM.

        Note

        If you select User Specified for Access Credentials, each user that this profile serves must specify their access credentials on the Email tab in the Dynamics 365 for Outlook or Web application Set Personal Options page.

        If you select User Specified for Access Credentials, for each queue that this profile serves, the queue's access credentials must be added in the Configure Credentials for Email Router section on the Queue form.

        If you select User Specified for Access Credentials, the account specified in the Deployments tab to connect to Microsoft Dynamics CRM must be a member of the PrivUserGroup security group.

      • 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.

        Note

        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.

        For processing outgoing email messages for Exchange Online, the credentials specified in the outgoing profile must have "PublishingEditor" permissions (Delegate Access) on the Exchange Online mailboxes that need to be accessed. The Exchange Online administrator has this permission by default.

      • 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.

        Note

        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.

        Note

        Delegate Access causes email to be sent as "Send on behalf of" messages.

        Send as causes email to be sent as "Send As" messages.

  3. To save the configuration profile, click Publish.

See Also

Managing Configuration Profiles
Create or Modify an Outgoing Configuration Profile (Online)
Create or Modify an Incoming Configuration Profile (On Premises)
Create or Modify an Incoming Configuration Profile (Online)
Set Advanced Configuration Profile Options
Managing Deployments

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