With this step, you're creating an integration user in Microsoft Dynamics to integrate with Demandbase using OAuth.
- You must have Admin privileges within your Microsoft Dynamics environment.
- Important: As a best practice, we highly recommend that you create a dedicated Microsoft Dynamics API user profile that Demandbase can use to synchronize with via the Dynamics API. This practice makes it much easier to manage authentication credentials in the event that the dedicated Microsoft Dynamics user leaves the company or changes roles.
The following steps applies to both single-tenant and multi-tenant Microsoft Dynamics applications.
- In Microsoft Dynamics, create or update a security role with the following permissions. See Microsoft’s Security roles and privileges article for instructions on how to set up roles.
Important: Microsoft Dynamics doesn’t allow permission changes to the System Administrator security role. You must set up a custom security role for the integration user.
- Accounts - Read, Write
- Activity - Read
- Campaign - Read
- Contact - Create, Read, Write
- Lead - Read, Write
- Opportunity - Read
- Opportunity Relationship - Read
- User - Create, Read
- View - Read
- In Microsoft Dynamics, create a user and assign the security role you created previously. See Microsoft’s Add users and assign licenses at the same time article for instructions on how to create a new user.
Tip: You can also assign a security role with the above permissions to an existing user.