How to change the incoming or outgoing Microsoft Exchange Server settings after the original installation of Microsoft Dynamics CRM is completed

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Article ID: 906471
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INTRODUCTION

This article describes how to change the incoming or outgoing Microsoft Exchange Server settings after the original installation of Microsoft Dynamics CRM is completed.

More information

Incoming

The incoming server is the server where the Microsoft Dynamics CRM Exchange Router is installed. To change the incoming Exchange Server setting to a different server, follow these steps:
  1. Install the Microsoft Dynamics CRM Exchange E-mail Router on the new Exchange server.
  2. Move the Microsoft Dynamics CRM System mailbox from the old server to the new Exchange server. For information about how to move mailboxes, click the following article number to view the article in the Microsoft Knowledge Base:
    821829 Moving mailboxes in Exchange Server 2003
  3. On the domain controller, click Start, point to Programs, point to Administrative Tools, and then click Active Directory Users and Computers.
  4. Add the new Exchange server's computer account to the PrivUserGroup security group. Remove the old Exchange server's computer account.

Outgoing

Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base:
322756 How to back up and restore the registry in Windows


The outgoing server is the server where Microsoft Dynamics CRM server is installed. To change the outgoing e-mail server to a different server, follow these steps.

Note The SMTPAuthenticate key, SMTPServer key, SMTPServerPort key, and SMTPUseSSL key are required to send e-mail from Microsoft Dynamics CRM. The other registry keys are optional.
  1. Start Registry Editor. To do this, click Start, click Run, type regedit, and then click OK.
  2. Locate and then click the following registry subkey:
    My Computer\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
  3. In that subkey, create the following registry entries if they do not exist. Create only the entries for which you want to change the default settings.
    • Registry entry: SMTPServer.
      Type: String.
      Value description: Outgoing SMTP server name.
      Value example: ExchangeServer.

      Note You must use the netbios name of the server.
    • Registry entry: SMTPServerPort.
      Type: DWORD.
      Value description: The port that SMTP will use.
      Value example: 25.
    • Registry entry: SMTPAuthenticate.
      Type: DWORD.
      Value description: To see a list of the values, visit the following Microsoft Web site:
      http://msdn2.microsoft.com/en-us/library/ms526961.aspx
      Value example: 0.
    • Registry entry: SMTPSendUserName.
      Type: String.
      Value description: Username for Basic Authentication.
      Value example: CRMAdmin.
    • Registry entry: SMTPSendPassword.
      Type: String.
      Value description: Encrypted password. Use the Microsoft.Crm.Tools.EncryptPwd.exe tool to encrypt the password. The tool is located in the Microsoft CRM\Tools folder on the Microsoft Dynamics CRM CD.
    • Registry entry: SMTPUseSSL.
      Type: DWORD with a decimal base.
      Value description: The entry is valid only in clear text authentication mode.
      Value example: 1=SSL (on) and 0=SSL (off).
  4. Make sure that the Simple Mail Transport Protocol (SMTP) service is running on the new server:
    1. Click Start, click Run, type services.msc, and then click OK.
    2. Verify that Simple Mail Transport Protocol (SMTP) appears in the list, and verify that SMTP is running. If it is not, follow steps 4c though 4g.
    3. Click Start, point to Control Panel, and then click Add or Remove Programs.
    4. Click Add/Remove Windows Components.
    5. Click Application Server, click Details, click Internet Information Services (IIS), and then click Details.
    6. Click to select the SMTP Service check box, and then click OK.
    7. Click OK, click Next, and then click Finish.

References

If you receive a "Failed to Initialize Token" error message after you change the Exchange Server settings, click the following article number to view the article in the Microsoft Knowledge Base:
913769 Error message when you try to send e-mail messages in Microsoft Dynamics CRM from the Microsoft CRM Web client to recipients in a different domain: "Failed to Initialize Token"

If you receive an "Invalid Visibility Modification Access" or "Invalid Association: The request association is not valid" error message after you change the Exchange Server settings, click the following article number to view the article in the Microsoft Knowledge Base:
916925 Error messages when you send an e-mail message from the Microsoft CRM Web client: "Invalid Visibility Modification Access" and "Invalid Association: The request association is not valid"

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Article ID: 906471 - Last Review: June 20, 2014 - Revision: 4.0
Keywords: 
kbmbscrm40no kbmbsemail kbmbsmigrate kbhowto KB906471

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