The Email router can theoretically be installed on any server but we recommend either the exchange server or the CRM server itself.

1. Insert your MS-CRM CD into the optical drive of your server.
   
   
    
2. Click Install E-mail Router to run the install wizard.
   
   
    
3. On the Welcome page, select whether you want to update Microsoft Dynamics CRM Server Setup. We recommend that, if updates are available, you let Setup download the latest version. To do this, click Update Installation Files, wait until the update process is complete, and then click Next.
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6. On the License Agreement page,
   a. click I accept this license agreement, and then
   b. click I Accept button
   
   
    
7. The Install Required Components page appears.
   a. Click Install. When the components are installed, the status column will change from Missing to Installed, and you can
   b. click Next to continue.
   
   Note   These components are required before E-mail Router can be installed. You can exit Setup and install the components manually, or select Install. The Next button on this page is disabled until Setup detects that these components are installed.
   
   
    
8. On the Select Router Components page, select either or both options and click Next.
   a. Microsoft Dynamics CRM E-mail Router Service. This option installs the E-mail Router service and E-mail Router Configuration Manager. (Required in our case so tick it)
   b. Rule Deployment Wizard, This option installs the Rule Deployment Wizard that is used to deploy rules for forward mailbox users. (Not recommended)
9. On the Select Install Location page, either accept the Default file installation directory or Browse for a different location, and then click Next.
10. The System Requirements page appears. This page is a summary of all system requirements for a successful E-mail Router installation. Failed tests must be corrected before installation can continue. If there is a problem that will take time to correct, cancel Setup at this point, fix the problem, and restart Setup. When all tests are successful, click Next.
11. The Ready to Install the Application page appears. By default, the Launch E-mail Router Configuration Manager after installation completes check box is selected. Click Install.
12. After E-mail Router Setup is finished installing files, click OK.
13. The E-mail Router Configuration Manager will start automatically.
    
    
     
14. Click the New button
15. Here you must define how email enters and leaves the organization.
16. First setup how incoming email is received.
    
    
     
17. Enter a meaningful name to recognize the incoming profile. Eg. MSCRMIn
18. Leave the direction field as Incoming
19. In this case we will setup the incoming server as Exchange but POP is also available.
    a. Authentication type of Exchange is Window Authentication and cannot be changed.
    If POP was selected then other authentication options area available which are beyond the scope of this document.
20. Enter the location of your Exchange server in the format http://
21. Specify the access credentials for the incoming profile. In most cases leaving Local System Account will work without a problem. In rare cases you may have to enter the Administrators username and password.
22. Click OK to create the incoming profile
23. Click New Again to create an outgoing profile.
    
    
     
24. Enter a meaningful name for the outgoing profile Eg. MSCRMOut
25. Change the Direction option to Outgoing
26. For outgoing profiles there is only one E-mail Server Type option SMTP
27. Authentication Type the best option for an exchange environment is Windows Authentication but you can select the alternate options if an issue does arise.
28. Enter the name of your smtp\exchange server in the server box. Select SSL if required.
29. Specify the access credentials for the outgoing profile. In most cases leaving Local System Account will work without a problem. In rare cases you may have to enter the Administrators username and password.
30. Click OK to create the outgoing profile.
    
    
     
31. Click the Deployments tab.
    a. A deployment is basically a reference to your Microsoft CRM installation.
32. Click the New button to create a new deployment
    
    
     
33. The email router is able to support CRM Online or hosted installations but in our case a localy installed CRM leave the Deloyment option as Mycompany.
34. In the Microsoft Dynamics CRM Server box enter the url of your CRM followed by the Unique Name in the format http:///. The Unique Name can be found in the deployment manager on your CRM server and is generally the name you see in the top right hand corner of CRM only without spaces.
35. Specify the access credentials for the CRM. In most cases leaving Local System Account will work without a problem. In rare cases you may have to enter the Administrators username and password.
36. In Default configuration profiles select the incoming and outgoing profiles you just created.
37. Click OK.
    
    
     
38. Click the Users, Queues, and Forward Mailboxes tab.
39. Select your CRM deployment from the CRM drop down. Click Load Data. This process might take a while so please be patient.
    a. In the list that is loaded you will see your queue and users in the list.
40. Click Test Access to test that the router is able to access email for each user.
    
     
     
41. This dialog will also let you know if there are any errors so you can adjust settings accordingly. Click Close on the Test access dialog when done.
42. When you are satisfied with your settings click the Publish button on the main screen.