Add security roles to users in Microsoft Dynamics

Overview

Learn how to configure security roles and permissions for your users to access and synchronise data between Microsoft Dynamics and your Engagement Cloud account.

Understanding the security roles

Installing the Engagement Cloud for Dynamics connector adds three new email-related security roles in Microsoft Dynamics:

  • Email Marketing Manager
    Can manage campaigns, send campaigns, and synchronise marketing lists between your CRM and Engagement Cloud account.
  • Email Marketing Professional
    Can manage campaigns and synchronise marketing lists between your CRM and Engagement Cloud account.
  • Email Marketing Viewer
    Can view campaigns that have been synced to Dynamics, as well as all associated data, but they can't send or manage campaigns.

Users must have at least one email-related security role in addition to the usual security roles of Microsoft Dynamics (Sales Representative, Marketing Manager, etc.) to view campaign data and use the connector.

Before you start

To use the Engagement Cloud for Dynamics connector, all your users must be existing users in both your Microsoft Dynamics and Engagement Cloud accounts. Find out how to add users to Engagement Cloud in Managing your team.

Add security roles to users

To add security roles to your users in Microsoft Dynamics:

  1. Go to Settings > Security > Users in the ribbon.

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  2. Select Users to open the Enabled Users list.

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  3. Select the check box next to each user you want to add roles to and click Manage Roles.

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  4. In Manage User Roles, select the check box next to each email-related security role you want to add to the user.

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  5. Click OK to apply the roles.
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