E-mail Router Setup for CRM 2011

I’ve been asked few times now to provide “some sort of documentation” on setting up E-mail Router for CRM 2011 (online/on-premise).

If you are too, you might find my “some sort of documentation” below useful:

CRM E-mail Router installation guide:  http://www.microsoft.com/en-us/download/details.aspx?id=18991

CRM E-mail Router software download: http://www.microsoft.com/en-us/download/details.aspx?id=27818

Hardware requirements:

Component *Minimum *Recommended
Processor (32-bit) 750-MHz CPU or comparable Multi-core 1.8-GHz CPU or higher
Processor (64-bit) x64 architecture or compatible 1.5 GHz processor Multi-core x64 architecture 2GHz CPU or higher such as AMD Opteron or Intel Xeon systems
Memory 1-GB RAM 2-GB RAM or more
Hard disk 100 MB of available hard disk space 100 MB of available hard disk space

Software requirements:

  • Windows 7 32-bit and 64-bit editions, orWindows Server 2008 (x64 versions) or Windows Server 2008 R2
  • Microsoft .NET Framework 4
  • Microsoft Visual C++ Redistributable
  • Microsoft Application Error Reporting
  • Windows Identity Framework (WIF)
  • Windows Live ID Sign-in Assistant 6.5
  • Microsoft Online Services Sign-in Assistant (Required for Microsoft Dynamics CRM Online when you subscribe through Microsoft Office 365.)

Additional requirements:

  • When you install the CRM E-mail Router software, it will download and install the pre-requisite software above automatically, so that you don’t have to install them individually.
  • Service account for the E-mail Router – e.g. svc_emailrouter
  • If proxy is used, then the service account must be granted access to the appropriate company policy to allow access to the Internet
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