How is the dotmailer for Dynamics connector installed?

The connector is installed in two parts: the managed solution is installed, then the connected dotmailer 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).

Dynamics_connector_onboarding_form_installation_options.png

Option 1 - dotmailer conducts installation and provisioning

Before we can install the connector, you must give us temporary access to a new 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 dotmailer 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 dotmailer 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, dotmailer conducts provisioning

Before you can install the connector, you must give us temporary access to a new standard (non-administrator) CRM account. This account is used to get the current CRM metadata and existing customisations, and to confirm remote connectivity. We give this account the role of 'CRM Connector Service' (details of which are given to you), and it is used as a Connector Service Account.

After we have access to the Connector Service Account, we send you a link to the managed solution package (called 'dotmailerCRMConnector'), which your CRM Administrator will use to install the connector.
After the managed solution is installed, your CRM Administrator must contact us to submit the CRM connectivity form, at which point the following steps are carried out:

  • Connected dotmailer accounts are provisioned
  • Default synchronisation and data mappings are applied
  • Initial tests are conducted.
  • Technical on-boarding call is provided
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