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

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. Click Start, click All Programs, click Microsoft Dynamics CRM 2011 E-mail Router, and then click Microsoft Dynamics CRM E-mail Router Configuration.
2. Click Configuration Profiles, and then click 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, click Options.
   3. In the Set Personal Options dialog box, click 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, go to the following websites:
   Connect Windows PowerShell to the Service
   
   Give an Administrator the Ability to Open and View the Contents of a User's Mailbox
   
   Give Users Send As Permission
   
   
   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. Click OK.
10. In E-mail Router Configuration Manager, click 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. ClickOn the File menu, click Options.
3. In the Set Personal Options dialog box, click 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, click Start, click All Programs, click Microsoft Dynamics CRM 2011 E-mail Router, and then click Microsoft Dynamics CRM E-mail Router Configuration.
2. Click Configuration Profiles, and then click 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. Click OK.
8. In the E-mail Router Configuration Manager, click Publish.