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Merge email server profiles for migration

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Applies To: Dynamics CRM 2013

In Microsoft Dynamics CRM Email Router, incoming and outgoing Email Server profiles are different and each user or queue is attached to both an incoming and an outgoing profile. However, in server-side synchronization, both the incoming and outgoing profiles are present in a single profile and a user is attached to a single Email Exchange Server profile. In this topic, you will learn how the incoming and outgoing Email Server profiles are merged to create a new profile in server-side synchronization.

For more information on how to migrate data and settings from Email Router to server-side synchronization, see Migrate settings from the Email Router to server-side synchronization.

In This Topic

Email server profile migration

Field mapping when two profiles are merged

Incoming connection field mapping

Outgoing connection field mapping

Email server profile migration

The following table shows how the Email Server profiles are migrated:

Incoming Server Type

Outgoing Server Type

Email Server Type in new profile

Exchange 2003

Exchange Online

NA

Exchange 2003

SMTP

NA

Exchange 2007(EWS)

SMTP

Exchange

Exchange 2007(EWS)

Exchange Online

Exchange

Exchange 2007(WebDAV)

SMTP

NA

Exchange 2007(WebDAV)

Exchange Online

NA

Exchange 2010

SMTP

Exchange

Exchange 2010

Exchange Online

Exchange

Exchange Online

SMTP

Exchange

Exchange Online

Exchange Online

Exchange

POP3

SMTP

POP3/SMTP

POP3

Exchange Online

Exchange

Custom

Custom

NA

Note

Migration isn’t supported for Exchange 2003, Exchange 2007 (WebDAV), and any custom types.

When a new email server profile is created, all the user mailboxes using that server profile are added to this profile. Any profile with custom protocol present in Email Router will not be detected for migration and user will not see any custom protocol related messages on the UI. Timestamps of all the mailboxes will be updated whether their corresponding email server profile is migrated or not.

Field mapping when two profiles are merged

The following table shows field mapping when two Email Server Profiles are merged to create a new profile in server-side synchronization.

Source Profiles

Category

Field in Server-Side Synchronization Profile

Field in Email Router Profile

Default values in new Profile in absence of direct mapping from Email Router to Server-Side Synchronization

Exchange + Exchange

Profile Name

Not Available

Depend on Email Server Type of merged profiles. Following will be the value of names:

  • Merging of Exchange 2007 (EWS) and Exchange Online: Exchange 2007 (EWS) – Exchange Online.

  • Merging of Exchange 2007 (EWS) and Exchange Online: Exchange 2010 – Exchange Online.

  • Merging of Exchange 2007 (EWS) and Exchange Online: Exchange Online – Exchange Online.

  • Merging of POP3 and Exchange Online: POP3 – Exchange Online.

  • Merging of Exchange 2007 (EWS)/2010/Online and SMTP: Exchange 2007 (EWS)/2010/Online – SMTP.

Email Server Type

  • Incoming: Exchange 2007/10/Online

  • Outgoing: Exchange Online

Exchange

Auto Discover Server Location

Auto Discover

Outgoing Connection (Exchange Online)

Email Server Location

Outgoing Profile: Email Server Location

Incoming Connection (Exchange 2007(EWS)/2010/Online)

Email Server Location

Incoming Profile: Email Server Location

Advanced

Outgoing Email Port

Outgoing Profile: Network Port

Incoming Email Port

Incoming Profile: Network Port

Use SSL for Outgoing

Not present on UI but xml node is present (UseSSL)

Use SSL for Incoming

Not present on UI but xml node is present (UseSSL)

Process Email received after

Not present on UI but xml node is present

Maximum concurrent connections

Not Available

Default value: 10

POP3 + SMTP

Name

Not Available

POP3-SMTP

Email Server Type

  • Incoming: POP3

  • Outgoing: SMTP

POP3-SMTP

Auto Discover Server Location

Not Available

Outgoing Connection

Email Server Location

Outgoing: Email Server Location

Incoming Connection

Email Server Location

Incoming: Email Server Location

Advanced

Outgoing Email Port

Outgoing Profile: Network Port

Incoming Email Port

Incoming Profile: Network Port

Use SSL for Outgoing

Use SSL

Use SSL for Incoming

Use SSL

Process Email received after

MessageProcessingThresholdDays

Maximum concurrent connections

Not Available

Default value: 10

Incoming connection field mapping

For incoming connections, the following table show how the Email Router fields will map to server-side synchronization.

Old Email Router (Authentication type + Access credentials

Value in the Email server profile of Server-Side Synchronization (Connect Using)

Value in the Email server profile of Server-Side Synchronization (User Name)

Value in the Email server profile of Server-Side Synchronization (Use as Password)

Value in the Email server profile of Server-Side Synchronization (Use as Windows Credentials)

Value in the Email server profile of Server-Side Synchronization (Use Impersonation)

Exchange 2007 (EWS)/2010

Windows Authentication + Local System Account

  • Windows Integrated Authentication (CRM on-premises)

  • Credentials specified in Email Server Profile (CRM Online)

  • User Name disabled(CRM on-premises)

  • User Name is blank (CRM Online)

  • Password disabled (CRM on-premises)

  • Password is blank (CRM Online)

Not Available

Default value in the email server profile of Server-Side Synchronization

Windows Authentication + User specified

Credentials specified by a User or a Queue

User Name disabled

Password disabled

Not Available

Default value in the email server profile of Server-Side Synchronization

Windows Authentication + Others specified

Credentials specified in Email Server Profile

User Name taken from the profile

Password taken from the profile

Not Available

Default value in the email server profile of Server-Side Synchronization

Exchange Online

Clear text + Local System Account

  • Windows Integrated Authentication (CRM on-premises)

  • Credentials specified in Email Server Profile (CRM Online)

  • User Name disabled(CRM on-premises)

  • User Name is blank (CRM Online)

  • Password disabled (CRM on-premises)

  • Password is blank (CRM Online)

Not Available

Default value in the email server profile of Server-Side Synchronization

Clear text + User specified

Credential specified by a User or a Queue

User Name disabled

Password disabled

Not Available

Default value in the email server profile of Server-Side Synchronization

Clear text + Others specified

Credentials specified in Email Server Profile

User Name taken from the profile

Password taken from the profile

Not Available

POP3

Clear text + User specified

Credentials specified by a User or a Queue

User Name disabled

Password disabled

No

Not Available

Clear text + Others specified

Credentials specified by a User or a Queue

User Name disabled. User name is same as that of Email address of the user and will be updated in Mailbox of the corresponding User/Queue.

Password disabled. Password will be updated in Mailbox of corresponding User/Queue

No

Not Available

NLTM + User specified

Credentials specified by a User or a Queue

User Name disabled

Password disabled

Yes

Not Available

NLTM + Others specified

Credentials specified by a User or a Queue

User Name disabled. User Name is same as that of Email address of the user, but it will not be updated in Mailbox of the corresponding User/Queue.

Password disabled. Password will not be updated in Mailbox of corresponding User/Queue

Yes

Not Available

Outgoing connection field mapping

For outgoing connections, the following table show how the Email Router fields will map to server-side synchronization.

Old Email Router (Authentication type + access credentials)

Value in the Email server profile of Server-Side Synchronization (Connect Using)

Value in the Email server profile of Server-Side Synchronization (User Name)

Value in the Email server profile of Server-Side Synchronization (Password)

Value in the Email server profile of Server-Side Synchronization (Use as Windows Credentials)

Value in the Email server profile of Server-Side Synchronization (Use Impersonation)

Exchange Online

Clear text + User specified

Credentials specified by a User or a Queue

User Name disabled

Password disabled

Not Available

Use default value

Clear text + Others specified (User type: Administrator)

Credentials specified in Email Server Profile

User Name taken from the profile

Password taken from the profile

Not Available

  • Delegate: No

  • Send As Permission: Yes

Clear text + Others specified (User type: User)

Credentials specified by a User or Queue

User Name disabled. Username will be same as Email address of the user but it will not be updated in Mailbox of the corresponding User/Queue.

Password disabled. Password will not be updated in Mailbox of corresponding User/Queue

Not Available

Not Available

SMTP

Clear text + Others specified

Credentials specified in Email Server Profile

User Name taken from the profile

Password taken from the profile

N.A.

N.A.

Anonymous + Local System Account

  • Without Authentication (Anonymous) (CRM on-premise)

  • Credentials specified in Email Server Profile (CRM Online)

  • Disabled (CRM on-premise)

  • Blank (CRM Online)

  • Disabled (CRM on-premise)

  • Blank (CRM Online)

N.A.

N.A.

Windows Authentication + Others Specified

Credentials specified in Email Server Profile

User Name taken from the Profile

Password taken from the profile

N.A.

N.A.

Windows Authentication + Local System Account

  • Windows Integrated Authentication (CRM on-premise)

  • Credentials specified in Email Server Profile (CRM Online)

  • Disabled (CRM on-premise)

  • Blank (CRM Online)

  • Disabled (CRM on-premise)

  • Blank (CRM Online)

N.A.

N.A.

See Also

Install Email Router for Microsoft Dynamics CRM 2013
Troubleshooting Email Router issues
Migrate settings from the Email Router to server-side synchronization