An email server profile stores configuration regarding the connection to an email server. At least one email server profile must be configured within each Organization.
In order to configure an email server profile, the user performing the configuration must be a System Administrator or have an equivalent role.
Follow these steps to configure a new Exchange email server profile:
Navigate to Settings > Email Configuration > Email Server Profiles
Click on New and from the drop-down select Exchange Profile
On the newly opened form, fill in the required fields as follows:
Name – give a meaningful unique name to the profile
Description – provide a description for this profile. Usually mention what this profile is meant to be used for, for example if it is meant to handle traffic from specific satellite offices, or if it is to be used for service accounts that need to send out emails only, etc.
Auto Discover Server Location – for an Exchange profile, you could try to leave the auto discover on Yes. Setting it to No allows you to specify configuration details for the Exchange server. These include web service address for Incoming and Outgoing Exchange server. You must use the Exchange Web Service URL (EWS).
In the Credentials section specify the type of authentication to be used. The available options are:
For Exchange server profile, the last option (Without Credentials) is not a valid setting.
If you selected Credentials Specified in Email Server Profile, you must provide a user name and password
Use Impersonation – this setting allows you to have Exchange impersonation configured to send and receive emails on behalf of other mailboxes. See the next section on how to configure Exchange impersonation.
Use same settings for Outgoing allows you to keep the same credentials, or specify new credentials for outgoing emails.
The Advanced tab allow you to fine-tune the settings.
In here you can override the default ports, specify authentication protocols, as well as set the number of maximum concurrent connections and pooling intervals. Adjust these settings as necessary based on the environment, in order to minimize the impact on the network performance.
Once the configuration is complete, save the record using the Save ribbon button.
You can set a profile as default by clicking on the Set as Default ribbon button.
Once a profile is created, you can start managing associated Mailboxes. On the left side, under Common click on Mailboxes. This will present a listing of all mailboxes associated to this profile. You manage mailboxes same way you would manage any other record in Microsoft Dynamics CRM. On the ribbon you have the options to add a New Forward Mailbox or an Existing Mailbox.