Check out this post for specific instructions on how to configure the CRM Online E-mail Router to work with Microsoft Exchange Online.  For additional deployment scenarios, download the document titled "Microsoft Dynamics CRM: How to configure the On-premise and Online E-mail Router in different deployment scenarios".

In this post I will document how to configure the CRM Online E-mail Router to work with Exchange Online to support my E-mail to Case scenario.

Configure the Incoming E-mail profile

• Profile Name: Exchange Online – Incoming
• Direction: Incoming
• E-mail Server Type: ExchangeOnline
• Authentication Type: Clear Text
• Location: https://autodiscover-red001.mail.microsoftonline.com/ews/exchange.asmx
• Access Credentials: Other Specified
• I entered my Exchange Online credentials which have Administrative rights

Configure the Outgoing E-mail profile

• Profile Name: Exchange Online – Outgoing
• Direction: Outgoing
• E-mail Server Type: ExchangeOnline
• Authentication Type: Clear Text
• Location: https://autodiscover-red001.mail.microsoftonline.com/ews/exchange.asmx
• Access Credentials: Other Specified
• Profile: Administrator
  Note: If you select Administrator as the user type, the E-mail Router can use the specified credentials to connect to any mailbox within the Exchange Online tenant to send E-mail messages.
• I entered my Exchange Online credentials which have Administrative rights
• Access Type: Impersonation

Configure the CRM Deployment for E-mail Router Connectivity

• Deployment: Microsoft Dynamics CRM Online
• Microsoft Dynamics CRM Server: https://dev.crm.dynamics.com/OrgName
• Access Credentials: Other Specified
• I entered my Exchange Online credentials which have Administrative rights
• Default Configuration Profiles:
• Incoming: Exchange Online – Incoming
• Outgoing: Exchange Online – Outgoing

Configure the CRM Online users and/or queues to use the E-mail Router

• E-mail Access Configurations:
• E-mail access type – Incoming: E-mail Router
• E-mail access type – Outgoing: E-mail Router

Confirm your configurations

• Click on the Users, Queues, and Forward Mailboxes tab and click Load Data
  Note: Users and Queues configured in CRM to use the Email Router in the previous step will be the only values displayed.

• Click on Test Access to test your configurations

In my next post I will demonstrate E-mail to Case using the E-mail Router.

-eBoo