Dynamics Configurations: Setting up a Custom Integration Role in Microsoft Dynamics v8 for Formstack Sync

Customers that do not want to authenticate their Formstack Sync Microsoft Dynamics 2016 integration using a System Administrator can follow the screenshots below to create a new role with the minimum permissions needed for Sync to function.

Disclaimer: Note that if you use a Custom User role instead of a System Administrator you'll need to ensure the role's permissions remain up to date with any new features that Sync's product team releases for the Microsoft Dynamics Connector. Often new features require access to new API endpoints and if the role that is authenticating the integration does not have these permissions, it can lead to your integration breaking.

The role's permissions must be configured identical to what you see in the screenshots below.

Dynamics 9.0 Additional Permissions in addition to the below:

  • Currency (READ)
  • Team (READ)
  • Campaign (READ)

 

 

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