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Dynamics integration - security & permissions management (optional)
Dynamics integration - security & permissions management (optional)
Celeste avatar
Written by Celeste
Updated over a week ago

In order to correctly function, Modjo needs for the user who did the integration, to have a security profile with the following scopes

Additionally the user doing the integration must have a Dynamics Sales / CRM license

⏱️ Duration time: 20' on average

1. Go to the power platform admin center: https://admin.powerplatform.microsoft.com/home

2. Click on “Environments”

3. Click on your environment, or the environment that contains the Dynamics 365 Sales App

Note: Your environment will have a different name than showed here

4. Go to “Security roles”

5. Create a new role

6. Put “ModjoSecurityRole” in the role name, and select your business unit, then click save

7. You will now find yourself on the page that shows the permissions given to this new role

  • You can use the search bar to find the appropriate tables for which you will need to give permissions

  • For instance, in the screenshot below you can see that we are filtering for the contact table

  • You can edit the permission for an column / action (Create, Read, …), and set the scope for that action (User, Organization, None, …)

Use the following guideline to set the correct permissions for Modjo to work:

Scopes required by table

Contact table

  • Columns: Read, Append to

  • Value: Organization

Lead table

  • Column: Read, Append to

  • Value: Organization

Account

  • Column: Read, Append to

  • Value: Organization

Opportunity

  • Columns: Read, Append to

  • Value: Organization

Systemuser / User

  • Column: Read

  • Value: Organization

Currency

  • Column: Read

  • Value: Organization

Note

  • Columns: Create, Read, Write, Delete, Append, Assign

  • Value: Organization

Activity

  • Columns: Create, Read, Write, Delete, Append, Append to, Assign

  • Value: Organization

For additional information on why Modjo asks you these rights, please visit the following page: https://www.notion.so/PUBLIC-Modjo-x-CRM-Recherches-d-informations-11fa7707d36345beae0631ca0b9d6b35

8. Go back to Environments > “YOUR_ENVIRONMENT” > Users, and then click on “Manage security roles” for the user who is going to do the integration

9. Find the security profile that you created in step 7, select it, and then click on “Save”

Conclusion

You have finished setting up the scopes, you can go back to doing the integration with the user that you set up in this page:

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