The CRM 4.0 E-mail Router with Exchange
January 23rd, 2008In our last episode, we hooked up the CRM 4.0 E-mail Router to a POP3 mailbox on Gmail, then pushed that mail into a CRM queue. This is a stelar feature of CRM 4.0 that allows you to integrate with e-mail solutions outside of the Microsoft stack.
Today, I explore another one of the new features of CRM 4.0: the ability to connect directly to an individual’s Exchange mailbox. This means that you don’t have to deal with forward mailboxes and rule deployment to do e-mail integration. It also means you won’t have to deal with the hassle of coordinating multiple IT departments and having them sign off on your architecture. 
I’ve heard some people refer to this feature as RPC-over-HTTP connectivity, vis-a-vis Outlook. In actuality we are using the DAV protocol to retrieve mail (hence why we only support Exchange 2003 and 2007).
Enjoy!
http://video.mikelu.org/emailrouterexchange/emailrouterexchange.html
January 24th, 2008 at 2:33 pm
Thanks for the video mlu - lovly setting — so now CRM stores passwords for users in the DB — which btw can expire and cause confusion for the novice CRM user or admin
January 24th, 2008 at 5:57 pm
[...] Michael Lu posted a video (here) on configuring the Email Router for Exchange. Here is a blurb from his [...]
January 28th, 2008 at 5:49 pm
thanks for that - i’ve tested and i can get this working ok with crm4 and exchange 2007.
i’m having problems though getting the forward mailbox setup to work with the email router. what permissions should be granted to the crm forward mailbox, what user should the email router service run under and what access credentials should be set in the incoming profile?
February 8th, 2008 at 3:21 am
Thanks for a really good video - I almost cant wait to test this.
Keep up the good work - CRM 4.0 really shines now
February 11th, 2008 at 1:39 pm
[...] The CRM 4.0 E-mail Router with Exchange [...]
February 21st, 2008 at 8:23 am
[...] The CRM 4.0 E-mail Router with Exchange [...]
February 23rd, 2008 at 2:46 am
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February 27th, 2008 at 1:24 pm
Hi Michael,
Firstly great clip.
Secondly, I wish my CRM Router config went as smoothly as yours!!
I have an issue when testing the email boxes which returns;
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 remote server returned an error: (401) Unauthorized.”
I am using exchange 2007 and have the Email router installed on my Exchange server.
Also, when i configure the deployments, if i specify an online provider I cannot get Queue information when I hit the Load Data button so instead I use my company option.
I see one other user has posted a similar issue when configuring the forward mail box and they were also using exchange 2007. Is this a known issue??
Any help would be greatly appreciated.
February 27th, 2008 at 9:40 pm
Yep, thats what I had…I am assuming its looking for a exchange2000/2003 compatible web folder for the mailbox…and not the /OWA Exchange 2007 default.
That is what I wanted to know basically…what exactly is it doing when it looks at the exchange server?
February 28th, 2008 at 12:38 am
Hi Anthony,
I’ve got a call back scheduled with MS today. I’ll post back here what I find out.
Cheers
March 12th, 2008 at 10:07 pm
Hi there…anybody have an answer to this?
March 21st, 2008 at 8:49 am
[...] The CRM 4.0 E-mail Router with Exchange [...]
March 25th, 2008 at 12:20 pm
[...] The CRM 4.0 E-mail Router with Exchange [...]
April 1st, 2008 at 2:20 pm
All,
Still no luck here, MS are hopeless with the support of this product !!!
April 3rd, 2008 at 12:42 am
WebDav is disabled on all default Ex2K7 installations…so you need to enable it but what that breaks from a point of view of Exchange is any ones guess.
Any documentation on how the CRM Routers connects and interacts with Ex2K7 would be much appreciated.
April 4th, 2008 at 1:39 am
Hi,
I have configured the mail-router at sunday night
It is really easy to fix, this problem. Just perform a connect to the mailbox with outlook. After the first connect, you can receive mails via the mail-router.
bye
Falk
April 4th, 2008 at 10:42 pm
Can you explain that in a little more detail…is this for the CRM Forward?
April 11th, 2008 at 6:15 am
Hi,
I’m not an expert but I’m studing the MS CRM solution for my company….
thanks for the explanation, now I can receive messages from my exchange account. Now I have problems sending emails….. What type of configuration I need to use to configure E-Mail router and Exchange 2003 to send emails?
Thanks in advance
Massimo
April 12th, 2008 at 4:22 am
Hi,
I spent quite some time to get CRM Router running. The thing is that Primary email of CRM users must be in the form username@company.xxx. Aliases such as name.surname@company.xxx will not work, since Router seems to extract mailbox info from this e-mail.
Hope it helps,
Jernej Suhadolc
May 26th, 2008 at 2:29 am
I am also having the error with the following message:
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 remote server returned an error: (401) Unauthorized.”
I have searched the web for days and found a number of people with this error (running the Email Router on the same box as Exchange 2007), but nobody has received an answer.
HELP!
July 18th, 2008 at 2:00 pm
Having problems, set up exactly does not work I have two business units installed. I am only loading one the HRM business unit I have setup ques etc but when I click Load Data the error pops up stating make sure you have the right credentials, or web site URL
Everything is fine when I check the URL FRuSTRAED
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September 9th, 2008 at 10:46 pm
Mike,
Thanks for the videos and help. I am having a problem getting the Exchange 2007, MSSRV 2008 using the E-Mail Router for CRM. I have followed your videos to a T. the error I keep getting is
“Incoming Status: Failure - The remote server returned an error: (440) Login Timeout. ”
I have the E-Mail Router on my XP Pro Workstation, but also on the CRM server, and I get the same errors after selecting Test Access.
POP3 works not a problem.
Any suggestions…
Jim
September 19th, 2008 at 12:57 pm
Failure - The remote Microsoft Exchange e-mail server returned the error “(401) Unauthorized”.
Try using a windows specified login in the incoming option. Also, make sure that the login you are using is a domain administrator. I use exchange 2007 and this was recommended to me by MS, it worked OK.
I’ve been having FAR too much trouble with the incoming mail and exchange 2007. I resorted to using the POP3 work around in the end.
September 24th, 2008 at 1:25 pm
We’ve got the same issue. 401 Unauthorized. Here’s an interesting twist…on some of the accounts, the test comes back successfull right after we reboot the exchange server. But then, after 15 minutes or so, it all fails with 401 unauthorized. Does anyone have this solved?
September 28th, 2008 at 10:10 pm
Hi,
We are trying to install the email-router for exchange 2007.But we are getting an error while loading of data. The error is as follows:;
“The E-mail Router Configuration Manager was unable to retrieve user and queue information from the Microsoft Dynamics CRM server. This may indicate that the Microsoft Dynamics CRM server is busy. Verify that URL ‘http://10.100.49.189/WIUAT’ is correct. Additionally, this problem can occur if specified access credentials are insufficient. To try again, click Load Data. (The request failed with HTTP status 407: Proxy Authentication Required.)”
Can anybody help us with this??
we need it urgently
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