The connector is installed in two parts: the managed solution is installed, then the connected Engagement Cloud accounts are provisioned in Dynamics.
In the onboarding form that we provide you, you can choose to have us install the connector on your behalf (option 1), or to install it yourself (option 2).
Option 1 - Engagement Cloud conducts installation and provisioning
Before we can install the connector, you must give us temporary access to a CRM account that has administrator/customiser access. This account is used as a Connector Service Account to get the current CRM metadata and existing customisations and to confirm remote connectivity.
After we have access to the Connector Service Account, we remotely install the managed solution, and provision the Engagement Cloud email accounts. This work is carried out by our technical support team, and includes the following steps:
- The managed solution package (called 'dotmailerCRMConnector') is imported. These changes include new entity metadata, new security roles, new forms, configuration data and changes to the site map to allow for access to the new Email Campaign information, which is added to the Marketing section.
- Connected Engagement Cloud email accounts are provisioned
- Default synchronisation and data mappings are applied
- Initial tests are conducted.
- Technical on-boarding call is provided
Option 2 - Customer/Consultant conducts installation, Engagement Cloud conducts provisioning
- Connected Engagement Cloud email accounts are provisioned
- Default synchronisation and data mappings are applied
- Initial tests are conducted.
- Technical on-boarding call is provided
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