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Microsoft Dynamics CRM 2011 and Office365: Email Router Settings

Post Author: Joe D365 |

If you work with Microsoft Dynamics CRM 2011 and Office365, this will be an important read for you.

You may encounter an issue configuring an Incoming Configuration Profile for a client that uses Office 365 (Exchange Online) and the Email Router for both Incoming and Outgoing Email Access type mail in CRM 2011. The issue seems to have come up recently, so if you had your email router working with an Incoming Configuration Profile and Office 365, you may want to test it.  There’s various information about this problem on the web; we thought we’d combine it in a blog post.

Configuring the Incoming Configuration Profile

Dynamics CRM 2011 and Office365: Email Router Settings

Your Email Server Type will be ExchangeOnline

If your Organization has configured the DNS settings to support AutoDiscover, you can check the box to use it, but the safer choice is to configure the location manually

Log into Office 365 and load Outlook to find your server name in your browser’s address bar. You will want to use the xxxxx.outlook.com part in place of the part of the Location address. In my example, the address will be https://xxxxx.outlook.com/EWS/Exchange.asmx (Note the base profile uses http, change this to https)

Office365 CRM

While configuring the Incoming Configuration Profile, you will want to use an Office365 user account that has full access to the mailboxes in the account. If you’re able to grant it, the Global Administrator role will get you there. Enter these credentials in the user name and password fields

Tap the Advanced Tab and make sure your Network Port is set to 80.  We’ve seen documentation that uses port 995, this is not necessary per Microsoft Support

Microsoft Dynamics CRM

Exchange online CRM

Configure your CRM Deployment and select your new Office 365 incoming profile for the Incoming Configuration Profile.

Publish your Email Router Configuration by pressing the Publish button.

Go to the Users, Queues and Forward Mailboxes tab, select your CRM deployment in the drop down list and choose Load Data. If your CRM Deployment is configured correctly you will see a list of CRM users who have been configured and approved to use to the Email Router in their CRM User Record.

Locate a user in the list that has your new Incoming Profile listed for their Incoming Configuration Profile column. This indicates their CRM record is configured for Email Router for their Incoming Email Access Type in CRM.  Select the user and tap the Test Access button on the right.  This will test this user’s access to the Profiles they are configured to use.

If you get this error:

Incoming Status: Failure - The remote Microsoft Exchange e-mail server returned the error “[401]Unauthorized”. Verify that you have permission to connect to the mailbox. The request failed with HTTP status 401 : Unauthorized.

then you are likely experiencing the problem many others have encountered this spring.  You need to update your email router to Update Rollup 7, and then contact Microsoft CRM Support to obtain patch KB2702300.

Microsoft Dynamics CRM

Microsoft has shared with us that this patch will be part of a future email router update, but if you need to solve the problem now (and who doesn’t), you have to reach out to them directly for the patch.

After the patch is installed, you will need to reboot the server that runs your email router and then test your connection again. This time it should work! The clouds will clear out, the sun will shine down on you and you can bask in your success.

Happy CRM’ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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