Friday, September 07, 2007

Moving SMTP from Exchange to local CRM SMTP Server

Here's the situation:
CRM has already been installed and pointed to an Exchanged server. The client requested that SMTP be set up on CRM and used for sending outbound emails. No inbound functionality is required by the client. What is the best way to get CRM outbound emails to be sent directly from the CRM SMTP server?

First, make sure SMTP is installed on the CRM server. If not, you will need to add it under Add/Remove Programs, Windows Components, Application Server, Details, IIS, Details, select SMTP Service and install. It will ask for the Server 2003 install disk.

If after installation of the SMTP service you can not see the 'Default SMTP Virtaul Server' in IIS, you will need to follow the directions below from microsoft:

Method 1: Click the 'Start' button, then 'Run…' and type:
regsvr32 %systemroot%\system32\inetsrv\smtpsnap.dll
Alternatively, %systemroot% can be replaced with the drive Windows Server 2003 is installed on

Method 2: Uninstalling and re-installing IIS including the SMTP service has also proven to fix the problem, it is, however, recommended to try method 1 first.
Once you have SMTP fully installed and configured (per the steps above) you will now need to remove 4 keys from the MSCRM reg hive. Type regedit from cmd line. Browse to the HKEY_LOCAL_MACHINE/SOFTWARE/Microsoft/MSCRM folder. Highlight the folder and right click. Then select Export - give it a name and save. This is a back up of the MSCRM reg folder in case you mess up.

After backing up the folder, proceed to remove 4 keys:
1. SMTPAuthenticate REG_DWORD Value=0
2. SMTPServer REG_SZ Value=ExchangeServerName
3. SMTPServerPort REG_DWORD Value=19

Perform an iisreset and test email functionality directly from CRM.

If you did not set everything up correctly you will most likely see an error to the effect of:

'Failed to Initialze Token'

If that be the case, go back through the steps and double check that they were all input correctly. But the above steps should get it going for you.

My thanks to my CRM team for providing me with another great article.

David Fronk
Dynamic Methods Inc.

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