So, we just recently made the transition to Exchange Online for all of our email accounts. As part of the process, we had to configure our CRM Email Router to work with Exchange Online. This turned out to be a little bit trickier than I thought because you have to have a version of the CRM Email Router that is compatible with Exchange Online. For CRM 4.0, this required that we install rollup 11 of the CRM Router. However, I believe that compatibility MAY have come in at rollup 9. You will know if your version of the CRM Router supports Exchange Online by whether or not Exchange Online is an option available to you in the Email Server Type drop down on the Incoming and Outgoing Configuration Profiles. If it is not an option, you need a hotfix before you move on.
Now, it is important to note that this applies to BOTH the On Premise and On Line versions of the email router for CRM 4.0. BOTH support Exchange Online, but BOTH require a hotfix rollup to enable this functionality (and we are using rollup 11).
If you are using CRM 2011 On Line or On Premise, the RTM version of the Email Router supports Exchange Online. However, AFTER you install the Email Router and BEFORE you configure it, you should run windows update to download and install a hotfix for the 2011 Email Router. I had some issues in configuration that went away after I did this.
So, once you have a version of the Email Router installed that supports Exchange Online, the rest is pretty similiar to working with Exchange On Premise, with a few small exceptions:
- First, the ONLY place in the CRM Email Router where you need to change configurations for Exchange Online is in your Incoming and Outgoing Configuration Profiles.
- In the Outgoing Profile, after you select Exchange Online, the settings you need to worry about are:
- Exchange Web Services URL (if you are in North America): https://autodiscover-red001.mail.microsoftonline.com/EWS/Exchange.asmx
- Access Credentials: Other Specified
- Profile: Administrator
- User Name: the user name of your Exchange Online Administrator Account (if you don’t use the admin account, you may have issues with the Delegate and Impersonation priviledges that prevent email from sending)
- Password: the password of your Exchange Online Administrator Account
- Access Type: I use Delegate access
- Advanced Tab: I did not change any of these settings
- In the Incoming Profile, after you select Exchange Online as the E-mail Server Type, the settings you need to worry about are:
- Exchange Web Services URL (If you are in North America): https://autodiscover-red001.mail.microsoftonline.com/EWS/Exchange.asmx
- Access Credentials:
- CRM 4.0 Router – I selected USER SPECIFIED and then entered the email account user name and password for each of my users and queues on their CRM 4.0 Setup Screens.
- CRM 2011 Email Router – User Specified is not an option. I used my Admin user credentials (the same ones I used on the Outgoing Profile) to authenticate.
- Once these chagnes are made, you should click on the Users, Queues and Forward Mailboxes tab, Click the LOAD DATA button to load the Users and Queues that are configured in CRM to use the email router, and then click the TEST ACCESS button to verify that your incoming and outgoing settings are all working.
So, these settings worked for me with BOTH CRM 4.0 On Premise (rollup 11) and CRM 2011 Online editions of the Email Router. I hope they work as well for you!