Configuring CRM Email Router as a Virtual SMTP Server

Configuring CRM Email Router as a Virtual SMTP Server

The Microsoft Dynamics CRM Email Router configuration can be a hassle sometimes. Recently, I struggled to configure the settings to relay emails from the SMTP server hosted by a third party IT Company.

I have struggled previously a couple of times to find the correct set of settings that will allow for the Email Router to work properly. So, I had an idea for a better approach to bypass the connection to the hosted SMTP server and create a Virtual SMTP server on the CRM Email Router server itself.

Here are the instructions for Windows Server 2008:

  1. Add SMTP (Include required features when asked) as a Feature via Server Manager


     

  2. Open the Internet Information Services (IIS) 6.0 Manager Console; Right Click the SMTP Virtual Server #1 and Go to Properties:


     

  3. On the "Access" tab, click on the "Relay…" button. Uncheck the "Allow all computers which successfully authenticate to relay, regardless of the list above" checkbox and Add 127.0.0.1 to the list of Granted Computers:


     

  4. Once the SMTP Virtual Server configuration has been completed as detailed above; open your CRM Email Router configuration and set "localhost" as your SMTP server on your Outgoing Configuration Profile:


     

  5. Configure your CRM Deployment Credentials on the "Deployments" tab and test to make sure that everything looks good:


     

  6. This will ensure that Emails sent by the email router will be relayed by the local Virtual SMTP Server fast and without having to worry about Exchange URLs, Profiles, Password Expiration, etc.

If you would like more information regarding this functionality, please contact us at: info@zero2tencrm.com


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