Set e-mail access type

Before a user can send and receive e-mail messages that will be tracked in Microsoft Dynamics CRM, you must change the e-mail access type that is set for that user, as described in the following procedure.

To set the e-mail access type

  1. Open the Microsoft Dynamics CRM Web application.
  2. In the Navigation Pane, click Settings.
  3. Under System, click Administration.
  4. In the Administration area, click Users.
  5. Find the user whose settings you want to edit. You may need to navigate to a different page.
  6. Click the name of the user, or select the user and then click Edit. The User form opens. You can edit the messaging options in the E-mail Access Configuration section.

    Note

    By default, Microsoft Dynamics CRM sets both the incoming e-mail access type and the outgoing e-mail access type to "Microsoft Dynamics CRM for Outlook."

  7. For each user of the Microsoft Dynamics CRM Web application whose mail will be routed by the E-mail Router, you must change the incoming type to E-mail Router or to Forward Mailbox, and the outgoing type to E-mail Router.

Connect the E-mail Router to Microsoft Dynamics CRM Online

Set the E-mail Router to work with Microsoft Dynamics CRM Online

  1. Start the E-mail Router Configuration Manager.
  2. Click the Deployments tab.
  3. Click New to create a new deployment.
  4. Make sure that the Deployment option is set to Microsoft Dynamics CRM Online. If the Microsoft Dynamics CRM Online option is not available, delete the existing deployments as explained in the following note:

    Note

    There are two types of deployments. One type includes deployments to Microsoft Dynamics CRM Online only. The other type includes deployments to either My company or An online service provider. If you define multiple deployments for the E-mail Router, they must all be of the same type. That is, after you have created a deployment that uses one deployment type, any other deployments that you create must be of the same type. (To create a deployment of the other type, you must first delete all of the deployments that currently exist.)

  5. Enter the rest of the information required to define the deployment and then click OK to finish.

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