To sync data between Dotdigital and Microsoft Dynamics, your service user needs the correct permissions. These are controlled by the Email Campaign Connector Service (System Use Only) security role, which is available after you install the Dotdigital for Dynamics solution.
After installation, you need to update the permissions outlined in this article to ensure the integration works correctly.
Before you start
Things you need to know:
You must have access to the Power Platform admin center.
Security roles are configured per environment in Dynamics.
The service user must be assigned the Email Campaign Connector Service (System Use Only) role.
Update security role permissions
Go to the Power Platform admin center.
Select Manage.
Select the environment you want to configure.
Under the Access header, select Security roles.
Find and select the Email Campaign Connector Service (System Use Only) role.
Update the permissions as stated in the permission table.
Select Save.
Permissions table
Update these tables to add the following permissions:
Table | Required permission |
Contact | Create (Organization) |
Lead | Create (Organization) |
Account | Create (Organization) |
Activity | Read (Organization) |
Form | Full access (Organization) |
Form Answer | Full access (Organization) |
Form Mapping | Full access (Organization) |
Form Question | Full access (Organization) |
Form Question Option | Full access (Organization) |
Form Response | Full access (Organization) |
System Job | Reference (Organization) |
Finding System Job
You might need to expand the table filter drop-down menu and select Show all tables to find System Job, as it may not have any assignments by default. This permission is required to attach notes to marketing lists.
Understand permission levels
When setting permissions, you can choose from several organization levels: Organization, System, User / Team, or None.
Full access means all permission options are set to allowed at organisation level.
Your Dotdigital integration now has the correct permissions to sync data with Microsoft Dynamics.