CRM 2011 – Email router – incoming profile server locations

While studying for the CRM 2011 installation exam, I was reading about installing the CRM Email router, it was interesting to read the information because the previous month I had been wrestling with installing and setup the email router.

Installing the email router is easy, configuring users is easy, working out how to setup a profile in Exchange was very tricky (because I have never had to do anything with exchange).

When you setup the Email router you need to set a incoming and outgoing profile, this profile needs to have permissions to send emails on behalf of the queues and users in CRM which want to use the CRM Router rather than outlook too send and receive emails.

In the chapter on setting up the Email router, it had some useful information.  Another thing I had a few problems was the different version of exchange, you need to put in different urls for different versions of exchange.

Incoming Profile Server Locations
Depending on the e-mail server type, the server location is specified either as a URL or a computer name.
The following table shows the format required for the server location for each email

E-mail Server Type Protocols Server Location
Exchange Server 2003 WebDAV http://MAIL1
Exchange Server 2007 WebDAV http://MAIL1 (http://mail1/)
Exchange Server 2007 Exchange Web Services http://MAIL1/EWS/Exchange.asmx
Exchange Server 2010 Exchange Web Services http://MAIL1/EWS/Exchange.asmx  (http://mail1/EWS/Exchange.asmx)
Exchange Online Exchange WebServices http://MAIL1/EWS/Exchange.asmx (http://mail1/EWS/Exchange.asmx)
POP3 POP3 MAIL1 For the WebDAV protocol, do not include a path such as /owa or /Exchange after the server name. If SSL is used, replace http with https.

5 thoughts on “CRM 2011 – Email router – incoming profile server locations

  1. Duke August 8, 2012 / 2:40 pm


    Thanks for a fanstastic blog. Some great tips. I have a question..

    I currently have a simple shopping cart website that takes customer order and emails the order (plain text) to a designated email address. The customer can book a place or book and pay immediately, The order processing person then processes the order by looking at the mailbox which involves multiple spreadsheets and Sage Line 50.

    I am looking to improve this process.

    Option 1
    Email an XML file to a Dynamics CRM 2011 (online) message queue. Use a process (workflow) to convert this order to an Opportunity | Opportunity Product and Quote, Order or Invoice depending on payment status.

    Option 2
    Publish a webservice and pass the order to the webservice

    Option 3
    Use an ETL tool like Scribe

    Option 4
    Create a portal that connects to Dynamics CRM 2011

    My preference is Option 1 beacuse I like the simplicity of the idea, it is cost effective and I like the idea of having a queue.


    1 Can I take an XML attachment and process it using Workflow or custom code?

    2. What else do I need to consider with Option 1 (pros and cons)?

    3. Which solution do you think is the best in terms of quick & simplest to deploy and cost effective (rules out Scribe!)?



    • Hosk August 8, 2012 / 3:16 pm

      an interesting question

      Firstly I don’t think you would be able to do anything with just workflows and not use any custom code.

      I think the best idea would be to send the email to an orders queue, which can automatically create an email entity in CRM and/or trigger a workflow to automatically create an order etc. This would be useful because it would automatically add the user as a contact and log their details in your CRM (unless you don’t want this of course). You could also trigger an email to the person who processes these orders so they can check everything has gone to plan.

      I’m not sure about reading attachments in emails just because I haven’t done it. If you could read the attachment using code then great, otherwise you might need to send the xml details by webservice and put some information in the XML to link it to the email/order so you can then update it the records in CRM.

      you could put the xml values into the email and search and cut it out when processing the email (custom code).

      The downside to using webservices is if anything goes down and what do you do with the orders that haven’t been processed.

      either way I think you will have to use custom code to read the values in the XML file but you certainly can automate a bunch of the stuff in CRM and then use custom code to get the order details.


      • Duke August 8, 2012 / 4:57 pm


        Thanks for a quick response. To clarify. The XML can be contained within the email rather than an attachment.

        The Work flow in Dynamics would be great for creating task (reminder for team to check / confirm) the order, and subsequent steps as the order progresses such as send the customer a thank you letter, etc.

        You are right. I do not think the work flow alone will be able to create Opportunity.

        With regards adding the “customer” as a contact. The code will check to see if the email address for the customer exists in CRM. If it does its an existing customer if not its a new customer (create new account and customer).

        I read somewhere messsage queues can be used to create cases so I think we can adapt this to go further.



  2. Velma October 14, 2012 / 10:17 pm

    wonderful post, very informative. I wonder why the opposite
    specialists of this sector don’t notice this. You must proceed your writing. I am confident, you’ve a great readers’ base already!


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