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Microsoft Dynamics CRM 4.0 Installing Guide
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o Forward Mailbox. If you select Forward Mailbox when you run the E-mail Router
Configuration Manager, a single mailbox will be used by E-mail Router to
process e-mail messages. Then, for each Microsoft Dynamics CRM user or
queue that will receive e-mail messages, a rule must be created for the user, or
queue, by running the Rule Deployment Wizard.
o Individual Mailboxes. If your e-mail system does not allow rules, where an e-
mail message can be forwarded as an attachment, you must select Individual
Mailbox Monitoring. Notice that, if you are using Exchange Server, we
recommend that you use Forward Mailbox Monitoring.
For more information about E-mail Router options, see the Planning Deployment chapter in the
Planning Guide, which is part of this document set.
To start the E-mail Router Configuration Manager, click Start, point to All Programs, point to
Microsoft Dynamics CRM E-mail Router, and then click E-mail Router Configuration
Manager.
Configuring E-mail Routing for Multiple Configurations
and Deployments
You can add or edit an E-mail Router configuration, which contains a single incoming and
outgoing method that routes e-mail to the e-mail server. In the configuration, you must specify the
following components:
• A name for display and reference.
• If the configuration is incoming or outgoing.
• The e-mail transport type, such as Exchange or POP3 for incoming, and SMTP for
outgoing.
In addition, you can add or edit E-mail Router deployments. An e-mail router deployment contains
a URL to a Microsoft Dynamics CRM Server computer, one incoming configuration, and one
outgoing configuration. In an e-mail router deployment object, you specify the following
components:
• A name for display and reference (required).
• A URL to the Microsoft Dynamics CRM Server computer (required).
• A default incoming configuration (optional).
• A default outgoing configuration (optional).
To set a new or existing configuration or to do the same for a new or existing deployment, click
Advanced Configuration on the first screen of the E-mail Router Configuration Manager, and
then follow the instructions that are on the screen.
For more information about this tool, see the E-mail Router Configuration Manager Help.
Rule Deployment Wizard
An important part of routing e-mail messages to your Microsoft Dynamics CRM system is the
placement of an Exchange Server inbox rule in the inbox of each Microsoft Dynamics CRM user
or queue. This rule sends a copy of each message that is received by a Microsoft Dynamics CRM