• A Gmail Account1. Launch MSCRM 4 Email Router Configuration Manager. Under the Configuration Profile Tab, click the New button on the right.
• MSCRM 4 Email Router Service
• MSCRM 4 Email Router Configuration Manager
2. Enter following information on the Email Router Configuration Profile dialog, General Tab:
Profile Name: <A Given Name to the Profile> (e.g. Gmail SMTP) Direction: Outgoing Email Server Type: SMTP Authentication Type: Clear Text Server: smtp.gmail.com Use SSL: Checked Access Credentials: Other Specified User Name: <A Gmail User Id> (e.g. firstname.lastname@example.org - make sure to include gmail.com) Password: <The Gmail Password>
3. Click on the Advanced Tab, make sure Network Port is 587:
4. Click OK button to return to the Email Router Configuration Manager:
5. Click on the Deployments Tab, and click the New button at the right:
6. At the Deployment dialog, enter information below:
Deployment: My Company Microsoft Dynamics CRM Server: http://<SERVER_URL>/<Organization Name> (e.g. http://AT71/Fish - Case Sensitive) Access Credentials: Local System Account (or specify a Domain Account) Default Incoming Configuration Profile: Optional Default Outgoing Configuration Profile: Optional
7. Click OK button to return the Email Router Configuration Manager:
8. In order to send out email via the MSCRM Email Router, the "E-Mail Router" option must be selected under E-mail access type - Outgoing, for all relevant users:
9. Go back to the Email Router Configuration Manager, click on "Users, Queues, and Forward Mailboxes" Tab. Select the appropriate MSCRM instance, and click on the "Load Data" button, a list of users which has been configured to send or receive email via Email Router will be shown, select the relevant user and click on the Modify button:
10. Select the Outgoing Configuration Profile which has been configured earlier (e.g. Gmail SMTP), and click the OK button:
11. Click on the "Test Account" button to verify the configurations:
12. Click the Publish button to apply the changes.