Larry's Taco Talk

This blog discusses topics in Small Business Server, CRM, and user groups, as well as items of interest that might occur along the road. Larry Lentz is a 25+ year computer industry veteran with 18 years as an independent consultant and owner of Lentz Computer Services, http://www.LentzComputer.net. Larry holds numerous Microsoft certifications and leads the Alamo PC Organization's MCSE Advanced Special Interest Group and the SBS SIG (http://www.LentzComputer.net/SBS). Larry is located in San Antonio, Texas. Lentz Computer Services was the first Microsoft Small Business Specialist in South Texas and is now a Microsoft Certified Partner. Larry was awarded the Microsoft MVP in CRM for 2006, 2007, and 2008..
Configuring CRM 4.0 E-mail Router

Maybe I'm just dense, but I had one hell of a time trying to get the new CRM 4.0 E-mail Router configured. My main problem was trying to figure out how to configure the Deployments section. In the new E-mail Router Configuration Manager there are three tabs.

image

The first is the Configuration Profiles tab. This allows you to define incoming and outgoing routes for messages. Outgoing is only SMTP so you simply configure it for whatever outbound SMTP service you have. If you are running Exchange, then point this to your Exchange server. You also configure your incoming service. This can be Exchange or POP3. These are relatively straight forward. I called my profiles LCS-OUT for my outbound and LCS-IN for my incoming mail. The real problem I encountered was trying to figure out how to configure the Deployments tab.

 image

When you create a New Deployment, you get this window

image

The box where you enter the Microsoft Dynamics CRM Server is where I had my problem/frustration. (Almost) No matter what I put in there, it didn't work in the final step. The dialog box recommends using https://discovery:80/<org>. There apparently is a Discovery service for IIS but it doesn't relate to CRM. I tried many things. I eventually tried using my actual server name instead of 'discovery'. When I would put in the server name, "LCS-SBS", it didn't like that. If I did it with the fully qualified domain name, same result. Finally, after MUCH frustration, and after searching the web (Google) and the CRM Implementation Guide, none of which were helpful, probably because I must be dense as stated at the beginning, I finally stumbled upon the very simple and, I guess, obvious answer, of using the URL that is used to access my CRM locally, http://LCS-SBS:5555/ plus the name of my CRM organization, LentzComputerServices. Note, this is not the 'friendly' name ;-) So, my entry for the Microsoft Dynamics CRM Server is http://lcs-sbs:5555/LentzComputerServices.

Once I did this, I went to the third tab and selected that deployment. Finally it was able to find and display the list of my CRM users and Queues. I completed the configuration.

image

The last step was to select the accounts I wanted to set up for the e-mail router and then Publish them. When I published, I noticed that numerous e-mail messages that should have been sent out over the last couple of weeks that I've been running CRM 4.0, mainly workflow generated, suddenly were sent! This brings ups good point. The E-mail Router in CRM 4.0 is needed not only for incoming but also for SENDING e-mail from CRM.

 

I searched the Internet a lot to resolve this issue but found nothing of use. I was lucky to stumble on the solution. Again, I'm probably dense, but perhaps there are other dense ones out there who will benefit from this tip.

Published Saturday, February 16, 2008 12:52 AM by LarryLentz

Filed under:

Comments

# re: Configuring CRM 4.0 E-mail Router@ Saturday, February 16, 2008 7:57 PM

Hi Larry

Thanks for the tip.  I had similar issues and an inportant note is the the organiseation name is case sensitive as well.

Patrick

# re: Configuring CRM 4.0 E-mail Router@ Monday, February 18, 2008 1:42 AM

I'm wondering - can the Email router be exclusively used to track messages initiated from Outlook to a lead / contact ?

It seems to be able to do so for incoming msgs from leads & contacts, but not vice versa ?

thanks

Terry

# re: Configuring CRM 4.0 E-mail Router@ Tuesday, February 26, 2008 1:42 PM

Hi Larry, best regards from Mexico, do you have de script or the configuration form the incoming and outgoing, i cant pass in the tab for load data.

thanks

Humberto Molina

# re: Configuring CRM 4.0 E-mail Router@ Saturday, March 01, 2008 4:44 PM

Hi Larry,

I just went through something like this with the IFD - it was simpler than I thought it would be - An entire thread with just myself asking the question and then later posting what worked. Thanks for posting this - its not at all obvious how the Email Router should be configured.

Doug Steinschneider

# re: Configuring CRM 4.0 E-mail Router@ Sunday, March 09, 2008 11:55 AM

Hi Larry,

Thanks!!!!!! indeed this do the trick. I had same problem!

Regards from the Netherlands,

Antoine Aarts

Antoine Aarts

# re: Configuring CRM 4.0 E-mail Router@ Monday, March 17, 2008 12:41 AM

DByus8 Hi from Russia!

zxevil163

# re: Configuring CRM 4.0 E-mail Router@ Tuesday, April 01, 2008 2:01 AM

Agreed, they should also have made some additional label changes... on the server tag should be YOUR MAIL SERVER'S HTTP ADDRESS with an example "https://mail.org.com", that one had me from some time

Agree also that the Deployment tab should have used the same format as Internet Facing Deployment naming convention and big red letters saying "THIS NAME IS CASE sEnSiTivE...no not case sensitive to your host header (it is a web app after all), your Database 'non-friendly' opposed to 'Friendly' name). Of all the times for IIS to get case sensitive.

Local System - obvious

User Specified - in their CRM, okay I get it

Other Specified?? - Administrator Specified!!

Then the wonderfully useless cryptic error messages on the test...

not to mention when the successfully configured router fails to deliver messages until the Windows service is restarted...

But, apart from all of this, I really like this product a lot! It helps to find useful posts with real information to help others get the job done.

Quintin

# re: Configuring CRM 4.0 E-mail Router@ Thursday, April 10, 2008 2:22 AM

ping back from www.castorsoft.com/.../2008.2.16.htm

castorsoft

# re: Configuring CRM 4.0 E-mail Router@ Thursday, May 01, 2008 4:19 AM

I am trying to connect the e-mail router on my laptop to a hosted CRM instance. Though I can open the CRM application from the browser using url like: http://111.222.333.444\OrgName, when I use this in the deployment tab for E-mail router I get an error message "unable to resolve remote name".

Any clues?

Raj

# re: Configuring CRM 4.0 E-mail Router@ Tuesday, May 20, 2008 12:43 PM

The OrgName is case sensitive

Tommy

# re: Configuring CRM 4.0 E-mail Router@ Tuesday, June 03, 2008 12:17 PM

We have struggled with the setup as well so it looks like there is a need for some improved documentation on this part of the setup.

Donna

# re: Configuring CRM 4.0 E-mail Router@ Monday, June 09, 2008 3:54 PM

Thanks for the tips... They did help a lot !!!

Vinicius Paluch

# re: Configuring CRM 4.0 E-mail Router@ Monday, June 16, 2008 9:44 PM

I keep getting:

Incoming Status: Failure - The remote server returned an error: (403) Forbidden.

For my Incoming setting.  Does anyone know what this means?

This is what I am using:

http://deathstar:5555

Shawn Moore

# re: Configuring CRM 4.0 E-mail Router@ Thursday, July 24, 2008 5:56 AM

Provide your domain name instead of the URL on Location in Email router configuration Profile.

Ex. Location:  http://Server name.

Zubair

# re: Configuring CRM 4.0 E-mail Router@ Tuesday, July 29, 2008 3:44 PM

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

Find config info right here!

Cheers

E

# re: Configuring CRM 4.0 E-mail Router@ Wednesday, August 13, 2008 4:09 PM

Dude you're the best!!! I ran into the same problem but with your help it's now up and running

Thanks

Jim M

# re: Configuring CRM 4.0 E-mail Router@ Saturday, October 04, 2008 3:51 AM

Perfect - thank you! Had the same problem with some hours of research until I've found your article.

Greetings from Vienna, Austria

Andreas

Andreas

# re: Configuring CRM 4.0 E-mail Router@ Wednesday, October 29, 2008 6:30 PM

thanks a lot!!

ziad

# re: Configuring CRM 4.0 E-mail Router@ Tuesday, December 02, 2008 11:57 PM

PcXjVM dkg93jfbkSdLk496c

samuel

# CRM3 : fonctionnement de l'email router | hilpers@ Sunday, January 18, 2009 7:01 AM

Pingback from  CRM3 : fonctionnement de l'email router | hilpers

CRM3 : fonctionnement de l'email router | hilpers

# re: Configuring CRM 4.0 E-mail Router@ Wednesday, January 21, 2009 11:40 AM

I've not installed the E-Mail router yet but I'm wondering if you need to update/refresh the E-Mail Router Configuration Manager if you add a new user in CRM?

Thank you,

Max

Max

# re: Configuring CRM 4.0 E-mail Router@ Wednesday, February 25, 2009 12:51 PM

Hello -

Another point is the FQN of your CRM installation is case sensitive. For example http://<server-name>:<port-number>/test is not the same as http://<server-name>:<port-number>/TEST

Geoffrey Shea

# re: Configuring CRM 4.0 E-mail Router@ Thursday, March 19, 2009 1:13 PM

If this doesn't work, it's because organization name is case sensitive in the URL;

http://myServer/MYORG

Julien

# re: Configuring CRM 4.0 E-mail Router@ Wednesday, April 22, 2009 7:31 PM

I found this while looking for info on installing the email router. I can't imagine how much time it has probably saved me ;-)

@_nige

# re: Configuring CRM 4.0 E-mail Router@ Monday, May 04, 2009 6:10 PM

The article was really helpful. There is one more thing I would like to add;

If you are getting error message

"The request failed with HTTP status 401: Unauthorized"

Try using Domain Admin Account (Select Other Specified) instead of "Local System" Account at "Access Credentials" while configuring Deployment.

Farrukh Malik

# re: Configuring CRM 4.0 E-mail Router@ Monday, May 04, 2009 6:10 PM

The article was really helpful. There is one more thing I would like to add;

If you are getting error message

"The request failed with HTTP status 401: Unauthorized"

Try using Domain Admin Account (Select Other Specified) instead of "Local System" Account at "Access Credentials" while configuring Deployment.

Best of Luck!!

Farrukh Malik

Farrukh Malik

# re: Configuring CRM 4.0 E-mail Router@ Tuesday, June 09, 2009 3:14 PM

wwwwwwwwwwww

ww

# re: Configuring CRM 4.0 E-mail Router@ Monday, June 22, 2009 4:12 AM

I found the article very useful!

Albert

Leave a Comment

(required) 
(required) 
(optional)
(required)