How to configure the Microsoft Dynamics CRM E-mail Router with Office 365 Exchange Online

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This article describes how to configure the Microsoft Dynamics CRM E-mail Router with Microsoft Office 365 Exchange Online for incoming and outgoing email messages.

Applies to:   Microsoft Dynamics CRM 2011
Original KB number:   2708706

When you configure the Microsoft Dynamics CRM E-mail Router with Office 365 Exchange Online, you must follow specific requirements for incoming and outgoing messages.

How to configure an outgoing profile

To configure an outgoing profile for Exchange Online, follow these steps:

  1. Select Start, select All Programs, select Microsoft Dynamics CRM 2011 E-mail Router, and then select Microsoft Dynamics CRM E-mail Router Configuration.

  2. Select Configuration Profiles, and then select New.

  3. In the E-mail Router Configuration Profile dialog box, type a profile name. For example, type OutgoingExchangeOnlineE-mail.

  4. For the direction, select Outgoing.

  5. For the email server type, select Exchange Online. The Protocol value automatically changes to Exchange Web Services, and the Authentication Type value automatically changes to Clear Text.

    Important

    Clear Text is secure because SSL is required when Exchange Online is the email server.

  6. In the Server field, type the complete URL for the outgoing email server in the Exchange Web Services (EWS) URL format (EWS/exchange.asmx). The current URL is: https://outlook.office365.com/EWS/Exchange.asmx.

    Tip

    Instead of typing a URL, you can select the Use Autodiscover option to use the Autodiscover service to obtain the Exchange Web Services URL.

  7. In the Access Credentials list, select how the email router will gain access to the Exchange Online server. By default, if you are using Microsoft Dynamics CRM Online, Other Specified will be selected and dimmed.

    Note

    If you are using an on-premises version of Microsoft Dynamics CRM, you can select User Specified. If you select this option, each Microsoft Dynamics CRM user must follow these steps to grant the email router access to the Exchange mailbox:

    1. Open the Microsoft Dynamics CRM web client.
    2. On the File menu, select Options.
    3. In the Set Personal Options dialog box, select the E-mail tab.
    4. Select Allow E-Mail Router to use my credentials to send and receive e-mail on my behalf.
    5. Have the user type his or her user name and password.

  8. Type the user name and password that the email router will use to send email messages from Microsoft Dynamics CRM by using the Exchange Online account for that Microsoft Dynamics CRM user. The credentials can be either those of the Exchange Online user or those of the Exchange Online tenant administrator. Type the user name in the username@fulldomain.com format. (For example, type user@mydomain.onmicrosoft.com.)

    Note

    If you select Administrator as the user type, you must select either Delegate Access or Send As permission as the access type. Delegate Access causes email messages to be sent as Send on behalf of messages. Send As permission causes email messages to be sent as Send As messages.

    Important

    The credentials that are specified in the outgoing profile must have PublishingEditor permissions (Delegate Access) or Send As permissions on the Exchange Online mailboxes that have to be accessed. Exchange Online administrators and users do not have these permissions by default. To add delegate permissions, Full Access permissions must be granted to the user in the outgoing profile. Send As permissions must be granted to the user in the Outgoing Profile. These permissions must be added through Windows PowerShell. For more information, see:

    Note

    If a user account does not have the appropriate permissions to send email messages on behalf of or as the Microsoft Dynamics CRM users, an outgoing profile will have to be created for each user and set to Other Specified for Access Credentials. In this case, each user's credentials must be set within his or her own outgoing profile. Additionally, each user account must be configured to the outgoing profile that is specific to his or her user/queue account on the Users and Queues tab in the email router.

  9. Select OK.

  10. In E-mail Router Configuration Manager, select Publish.

Note

When Delegate permissions are used in the email router, users must be set up to enable the email router to send as or send on behalf of the owner of the mailbox. To do this, follow these steps:

  1. Open the Microsoft Dynamics CRM web client.
  2. Select the File menu, select Options.
  3. In the Set Personal Options dialog box, select the E-mail tab.
  4. Select Allow other Microsoft Dynamics CRM users to send email on your behalf.

How to configure an incoming profile

To configure an incoming profile for Exchange Online, follow these steps:

  1. Start the E-mail Router Configuration Manager. To do this, select Start, select All Programs, select Microsoft Dynamics CRM 2011 E-mail Router, and then select Microsoft Dynamics CRM E-mail Router Configuration.

  2. Select Configuration Profiles, and then select New.

  3. In the E-mail Router Configuration Profile dialog box, type a profile name. For example, type Incoming Email.

  4. For the direction, select Incoming.

  5. For the email server type, select Exchange Online. The value for Protocol automatically changes to Exchange Web Services, and the value for Authentication Type automatically changes to Clear Text.

    Important

    Clear Text is secure because SSL is required when Exchange Online is the email server.

  6. In the Server field, type the complete URL for the incoming email server in the Exchange Web Services (EWS) URL format (EWS/exchange.asmx). The current URL is: https://outlook.office365.com/EWS/Exchange.asmx.

    Tip

    Instead of typing a URL, you can select the Use Autodiscover option to use the Autodiscover service to obtain the Exchange Web Services URL.

  7. Select OK.

  8. In the E-mail Router Configuration Manager, select Publish.